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Infor BI: Configuring Databases with
ImportMaster Training Workbook
Infor BI
Version 10.5
February 1, 2016
Course Code: 01_0061050_IEN0094_BSA
Legal notice
Copyright © 2016 Infor. All rights reserved.
Important Notices
The material contained in this publication (including any supplementary information) constitutes and
contains confidential and proprietary information of Infor.
By gaining access to the attached, you acknowledge and agree that the material (including any
modification, translation or adaptation of the material) and all copyright, trade secrets and all other right,
title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in
the material (including any modification, translation or adaptation of the material) by virtue of your review
thereof other than the non-exclusive right to use the material solely in connection with and the furtherance
of your license and use of software made available to your company from Infor pursuant to a separate
agreement, the terms of which separate agreement shall govern your use of this material and all
supplemental related materials ("Purpose").
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In addition, by accessing the enclosed material, you acknowledge and agree that you are required to
maintain such material in strict confidence and that your use of such material is limited to the Purpose
described above. Although Infor has taken due care to ensure that the material included in this publication
is accurate and complete, Infor cannot warrant that the information contained in this publication is
complete, does not contain typographical or other errors, or will meet your specific requirements. As such,
Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or
damage to any person or entity which is caused by or relates to errors or omissions in this publication
(including any supplementary information), whether such errors or omissions result from negligence,
accident or any other cause.
Without limitation, U.S. export control laws and other applicable export and import laws govern your use
of this material and you will neither export or re-export, directly or indirectly, this material nor any related
materials or supplemental information in violation of such laws, or use such materials for any purpose
prohibited by such laws.
Trademark Acknowledgements
@
The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or
related affiliates and subsidiaries. All rights reserved. All other company, product, trade, or service names
referenced may be registered trademarks or trademarks of their respective owners.
Table of contents
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About This Workbook ................................................................................................................................ 1
Course Overview ....................................................................................................................................... 2
Course Agenda .......................................................................................................................................... 4
Lesson 1: ImportMaster Overview ............................................................................................................ 1
Introduction to Infor BI ............................................................................................................................... 2
Introduction to ImportMaster...................................................................................................................... 3
Lesson 2: Getting Started with Infor BI ImportMaster ............................................................................ 6
Product Activation ...................................................................................................................................... 7
The Import Definition ................................................................................................................................. 8
The User Interface ..................................................................................................................................... 9
Protecting an Import Definition ................................................................................................................ 13
Check your understanding....................................................................................................................... 14
Lesson 3: Defining a Relational Database .............................................................................................. 15
Creating a Relational Database Connection ........................................................................................... 16
Using the SQL Query Builder to Check the Relational Database ........................................................... 18
Check Your Understanding ..................................................................................................................... 21
Lesson 4: Defining a Multidimensional Database ................................................................................. 22
Creating a Multidimensional Database Connection ................................................................................ 23
Check Your Understanding ..................................................................................................................... 25
Lesson 5: Creating Static Dimensions and Elements ........................................................................... 26
Creating Static Dimensions ..................................................................................................................... 27
Creating and Executing a Job ................................................................................................................. 30
Creating Static Elements ......................................................................................................................... 32
Lesson 6: Using Mapping to Create Dimensions .................................................................................. 34
Creating Dimensions by Mapping ........................................................................................................... 35
Debugging a Mapping ............................................................................................................................. 42
Check Your Understanding ..................................................................................................................... 44
Lesson 7: Using Scripts to Create Dimensions ..................................................................................... 45
Using CWScript ....................................................................................................................................... 46
Debugging Scripts ................................................................................................................................... 52
Lesson 8: Creating Other Dimensions .................................................................................................... 56
Creating a Currency Dimension .............................................................................................................. 57
Creating a Measure Dimension ............................................................................................................... 59
Lesson 9: Creating a Cube and Importing Data ..................................................................................... 60
Creating a Cube ...................................................................................................................................... 61
Importing Data ......................................................................................................................................... 63
Course Summary ...................................................................................................................................... 69
Course Review ........................................................................................................................................ 70
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About This Workbook
Welcome to this Infor Education course! We hope you will find this learning experience enjoyable and
instructive. This Training Workbook is designed to support the following forms of learning:


Classroom instructor-led training
Virtual instructor-led training
This Training Workbook is not intended for self-study or as a product user guide.
Activity Data
You will be asked to complete some practice exercises during this course. Step-by-step instructions are
provided in this guide to assist you with completing the exercises. Where necessary, data columns are
included for your reference.
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Your instructor will provide more information on systems used in class, including server addresses, login
IDs, and passwords.
Reference Materials
Infor BI ImportMaster reference materials are available from the following locations:


Infor BI ImportMaster Online Help
Infor Xtreme
Symbols used in this workbook
For your reference
Instructor demonstration
(“Demo”)
Your notes
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Hands-on exercise
(“Exercise”)
Scenario
Note
Question
Answer
Infor BI: Using ImportMaster
© 2016 Infor Education
i
Course Overview
This course introduces the basic features of Infor BI ImportMaster and provides learners with the
foundational knowledge needed to import data from a variety of operational systems to a
multidimensional OLAP database.
Course Length
2 days
Course Goal
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This course provides an introduction to the basic ImportMaster processes required to import data from a
relational database to a multidimensional database, including defining the source and destination
databases and defining the structure of the destination database by creating dimensions, elements, and
cubes manually, via mapping, and through the use of scripts.
Learning Objectives
Upon completion of this course, you will be able to:
Describe the purpose of using ImportMaster.
Create and save an import definition.
Identify the main components of the ImportMaster user interface.
Protect an import definition.
Create a relational database connection and use the SQL Query Builder to check the database.
Identify the global folders that apply to all multidimensional databases.
Create a multidimensional database connection.
Create dimensions using the New Dimension wizard.
Create and execute jobs.
Manually create static elements in a new dimension.
Explain the process and characteristics of mapping.
Identify the various source and destination objects used in mapping.
Use the Debug feature in a mapping.
Identify the main programming features of CWScript.
Create a dimension using CWScript and debug a script.
Create a cube.
Import data from a relational table into an OLAP database.
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Audience
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Customer User
Pre-Sales Consultant
Business Consultant
Technical Consultant
Support
System Administrator
System Requirements
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Infor BI Training Environment
Course introduction
© 2016 Infor Education
Prerequisite Knowledge
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Advanced knowledge of the Infor BI OLAP server
Programming skills and knowledge of relational databases, such as SQL and MS Access, is
preferred.
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Infor BI: Using ImportMaster
© 2016 Infor Education
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Course Agenda
The purpose of this course is to introduce the basic features of Infor BI ImportMaster and provide learners
with the foundational knowledge needed to import data from a variety of operational systems to a
multidimensional OLAP database. This training is applicable for the following Infor BI versions: 10.4 and
all later versions. This course is a two-day instructor-led course. (Course code: 01_0061040_IEN0003).
Lesson
Lesson title
Course Overview
Learning objectives
Estimated
time
 Review course expectations.
30 minutes
ImportMaster
Overview
 List the main components of Infor BI.
 Describe the purpose of using
ImportMaster.
30 minutes
Lesson 2
Getting Started
with Infor BI
ImportMaster
 Create and save an import definition.
 Identify the main components of the
ImportMaster user interface.
 Protect an import definition.
1 hour
Lesson 3
Defining a
Relational
Database
 Create a relational database connection.
 Use the SQL Query Builder to check a
relational database.
30 minutes
Lesson 4
Defining a
Multidimensional
Database
 Identify the global folders that apply to all
multidimensional databases.
 Create a multidimensional database
connection.
30 minutes
Lesson 5
Creating Static
Dimensions and
Elements
 Describe static dimensions.
 Create dimensions using the New
Dimension wizard.
 Create and execute jobs.
 Manually create static elements in a new
dimension.
1 hour
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Lesson 1
Lesson 6
Using Mapping to
Create Dimensions
 Explain the process and characteristics
of mapping.
 Identify the source and destination
objects used in mapping.
 Use the Debug feature in a mapping.
2 hours
Lesson 7
Using Scripts to
Create Dimensions
 Identify the main programming features
of CWScript
 Create a dimension using CWScript.
 Debug a script.
2 hours
Lesson 8
Creating Other
Dimensions
 Create a Currency dimension.
 Create a Measure dimension.
30 minutes
Lesson 9
Creating a Cube
and Importing Data
 Create a cube.
 Import data from a relational table into an
1 hour
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Course introduction
© 2016 Infor Education
Lesson
Lesson title
Estimated
time
Learning objectives
OLAP database.
 Debrief course.
Course Summary
30 minutes
10 hours
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TOTAL ESTIMATED TIME
Infor BI: Using ImportMaster
© 2016 Infor Education
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Lesson 1: ImportMaster Overview
Estimated Time
30 minutes
Learning Objectives
List the main components of Infor BI.
Describe the purpose of using ImportMaster.
Topics
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Introduction to Infor BI
Introduction to ImportMaster
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After completing this lesson, you will be able to:
Infor BI: Using ImportMaster
© 2016 Infor Education
1
Introduction to Infor BI
Infor BI is a fully integrated solution suite that supports various types of financial, operational, and sales
business intelligence requirements. It can be used for standard reporting, flexible ad-hoc reporting and
analysis, dashboard creation, business planning, budgeting, forecasting, and financial consolidation.
The following table identifies the components of the Infor BI suite and provides a brief description of each:
Description
Application Studio
This component is a web-based front-end used for visualizing data
through reports, analysis, dashboards, and data entry.
Office Plus
This component is a fully integrated Microsoft® Excel® add-in mainly
used for ad-hoc analysis and reporting.
OLAP
This component is A real-time, in-memory, online, analytical
processing (OLAP) database server for multidimensional analysis,
planning, and modeling.
Designer
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Component
This component is a tool for designing and creating Infor BI OLAP
Server databases.
Planning
This component is an application for financial, operational, and
overall business budgeting and forecasting.
Consolidation
This component is A statutory and management consolidation
application that leverages the Infor BI OLAP Server.
Note: In Infor BI 10.4.1, Planning and Consolidation have been
combined.
ImportMaster
This component is an extract, transform, and load (ETL) layer that
facilitates integration with both Infor and non-Infor source systems.
DeltaMiner
This component is a tool providing statistical analysis, data mining,
and other advanced analytic capabilities.
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Business Analytics
2
This component is an application that includes predefined, role-based
content for sales, finance, production, and other functional areas.
Lesson 1: ImportMaster Overview
© 2016 Infor Education
Introduction to ImportMaster
In most systems, data is managed in a relational database. Relational databases have proven to have
weaknesses with analysis processes, such as complex queries via SQL statements and hard-coded
analyses. This is one of the reasons OLAP technology was developed.
Infor BI ImportMaster acts as the interface between existing relational database systems and individual
OLAP databases. It is an automated solution for importing data from a variety of Infor and non-Infor
source systems to multidimensional OLAP databases. Infor BI ImportMaster can read in the structure of
an existing database to use as a basis for populating an OLAP database. It can also be used as a tool to
further define the structure of the OLAP database.
Infor BI ImportMaster imports data cleanly, which is an essential prerequisite to having a successful adhoc analytical environment. Data can be integrated from any source system that can be accessed via
ODBC or that can export CSV or flat files. This data can be imported into the system on an ad-hoc or
scheduled basis.
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ImportMaster establishes a connection between one or more data sources and one or
more destination databases. Installing Infor BI ImportMaster on the same system as
the destination database may improve performance. When the data sources are
available on the same system, Infor BI ImportMaster can bypass the network and
access the hard disk directly. However, since most data sources are centrally located,
this is not always possible, and therefore, you should ensure that the Infor BI
ImportMaster system has access to a high-speed network connection.
This training uses a specific business scenario to help you understand which factors affect the creation
process and the structure of an OLAP database and to learn how to differentiate between the various
types of data in a source system.
Scenario
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CW Cars is an internationally active company in the car retail trade. It has European
locations in Germany, Switzerland, and Poland. CW Cars in Germany has a central IT
system which processes all of its business transactions. Dealerships are connected to
headquarters and one another via a global network. You have been asked to develop a
controlling system based on an existing Microsoft® SQL database.
In order to complete this task, you must create a suitable database structure based on functional
requirements, including determining the dimensions, elements, cubes, attributes, and subsets that are
required, and then populate your database structure by importing the relevant data from the CWCars
Microsoft SQL database. The imported data can then be used to produce reports from the OLAP
database.
The new controlling system will have to meet the following functional requirements:

Analysis of the business transactions, subdivided by:
 Month/Quarter/Year from 2010 through 2013
 Customers
 Vehicle type
 Manufacturer/Model
 Sales structure
Infor BI: Using ImportMaster
© 2016 Infor Education
3
Optional Demo: Create a new database for ImportMaster training
Your instructor will demonstrate how to create a new database for the training. Note: This
Demo/Exercise is only needed if the trainer is conducting ImportMaster training before any
other Infor BI training. ImportMaster is typically completed last in the series of Infor BI
training classes.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
Optional Exercise 1.1: Create a new database for the ImportMaster
training
In this exercise, you will create a new database for the training. Note: This
Demo/Exercise is only needed if the trainer is conducting ImportMaster training before
any other Infor BI training. ImportMaster is typically completed last in the series of Infor
BI training classes.
Optional Exercise Steps
Note: This Demo/Exercise is only needed if the trainer is conducting ImportMaster training before any
other Infor BI training. ImportMaster is typically completed last in the series of Infor BI training classes.
Part 1: Create a new database to be used for the ImportMaster training
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1. Double-click the OLAP Administration icon on the desktop. The Infor BI OLAP Administration
application opens.
2. Double-click the Computer Configuration folder.
3. Right-click the Local computer. A menu list displays.
4. Click New Database…from the menu. A New Database Wizard displays.
5. Click Next >.
6. Type ACADEMY_IM in the Database name field.
7. Click Next >.
8. Select Tutor Repository from the Repository registration drop-down list.
9. Type Admin in the User name field.
10. Leave the Password field blank.
11. Click Next >.
12. Select Academy from the Project name drop-down list.
13. Select Academy from the OLAP Permission Management drop-down list.
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Lesson 1: ImportMaster Overview
© 2016 Infor Education
14. Click Next > to review the summary of settings.
15. Click Finish. The Infor BI OLAP Administration application displays.
Part 2: Confirm new database is working for the ImportMaster training
1. Double-click the Favorite Databases folder.
2. Click the Register Database icon.
3. Select LOCAL/ACADEMY_IM from the Database drop-down list.
4. Leave the Alias field blank.
5. Type Admin in the User name field.
6. Leave the Password field blank.
7. Click OK. Note: If the database is set up correctly and working then it will appear in the list with a
green check mark.
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8. Click the x to close the application.
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9. Your database is now ready for training.
Infor BI: Using ImportMaster
© 2016 Infor Education
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Lesson 2: Getting Started with Infor BI
ImportMaster
Estimated Time
1 hour
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Learning Objectives
After completing this lesson, you will be able to:



Create and save an import definition.
Identify the main components of the ImportMaster user interface.
Protect an import definition
Protect an import definition.Topics
The Import Definition
The User Interface
Protecting an Import Definition
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6
Lesson 2: Getting Started with Infor BI ImportMaster
© 2016 Infor Education
Product Activation
Before starting to work on ImportMaster, a technical developer license must be added to the solution. The
license is issued and sent via email. When installing, the company name must match the name of the
license issued. Afterwards a process that involves an email registration needs to take place.
Infor BI ImportMaster Help
What is the product activation process?
Demo: Activate ImportMaster
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Your instructor will demonstrate how to activate Infor BI ImportMaster and create and save
an import definition.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 2.1: Activate ImportMaster
In this exercise, you will start Infor BI ImportMaster and create and save an import
definition.
Exercise Steps
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1. Double-click the Product Activation icon on the desktop. The Product Activation application
opens.
2. Click Product, if the product Infor BI Import Master is shown as not activated. Otherwise this
exercise is not needed.
3. Click the Activate Product… button.
4. Follow the onscreen prompts and select I already have activation code.
5. Type the <4-digit code provided by the instructor> in the Demo: Activate ImportMaster.
6. Click OK.
7. Click Close.
Infor BI: Using ImportMaster
© 2016 Infor Education
7
The Import Definition
All work in Infor BI ImportMaster is based on an import definition. All definitions for source and destination
databases, and imports, such as information about the transferring and processing of data, are created
and managed in the import definition.
Infor BI ImportMaster Help
What is an import definition?
Demo: Create and Save an Import Definition
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Your instructor will demonstrate how to start Infor BI ImportMaster, and create and save an
import definition.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 2.2: Create and Save an Import Definition
In this exercise, you will start Infor BI ImportMaster, and create and save an import
definition.
Exercise Steps
@
1. Double-click the ImportMaster icon on the desktop. The ImportMaster application opens.
2. Select File > New. A New import definition tab displays.
3. Right-click the New import definition tab and select Save from the drop-down menu. The Save
As dialog box opens.
4. Click Desktop in the left pane.
5. Type ImportMasterTraining<YourInitials> in the File Name field.
6. Click Save. The file is saved on the desktop with an .imd file extension.
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Lesson 2: Getting Started with Infor BI ImportMaster
© 2016 Infor Education
The User Interface
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Infor BI ImportMaster interfaces with surrounding IT systems using a standard interface with an intuitive
environment that utilizes drag-and-drop functionality to define dimension structures and data-upload logic.
ImportMaster User Interface
The ImportMaster user interface consists of the following main components:
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Menu bar
Toolbars
Tab bar
Relational Databases pane
Multidimensional Databases pane
@
Infor BI ImportMaster also includes a certified interface to extract data from SAP
NetWeaver® Business Warehouse and SAP® ERP applications.
Menu Bar
The Infor BI ImportMaster menu bar includes the following menus:
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File
Edit
View
Project
Mapping
Debug
Query
Tools
Window
Infor BI: Using ImportMaster
© 2016 Infor Education
9
Toolbars
The toolbar buttons in ImportMaster provide quick access to the most important features and functionality.
The following toolbars are available depending on the window that is active:
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General
Project
Mapping
Script
SQL
BAPI
Dimension
Rule
Documentation
Tab Bar
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Note: You can activate or deactivate the current view’s toolbars by selecting View > Toolbars from the
menu bar.
The tab bar displays each open window as a tab identified with its icon and name. The tab bar is always
visible unless all the work windows have been closed.
Tab Bar
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 Clicking a tab activates and displays the associated window.
 Right-clicking a tab allows you to close work windows and use the Save and Save Import commands.
 Double-clicking a tab minimizes and maximizes the associated window.
10 Lesson 2: Getting Started with Infor BI ImportMaster
© 2016 Infor Education
Relational Databases Pane
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An open import definition appears in a window that is divided into two panes. All connections to relational
databases (source databases) that have been defined for the import definition are displayed in the left
pane. For example, OLE DB-capable databases, ODBC-capable databases, SAP R/3 (including BAPIs),
and text files will display in this pane.
Relational Databases Pane
Multidimensional Databases Pane
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The right pane displays a list of the multidimensional databases (destination databases) included in the
import definition. For example, MIS Alea/Infor BI OLAP Server, Microsoft Analysis Services, Cognos
TM/1, Jedox Palo, PowerOLAP, and star schema text files display here.
Multidimensional Databases Pane
Infor BI: Using ImportMaster 11
© 2016 Infor Education
Debug Pane
ImportMaster allows you to verify that scripts will execute and behave correctly. The Debug pane allows
you to monitor the contents of individual variables at run time. This pane can be activated and deactivated
for each window by selecting View > Debug Watch from the menu bar. When displayed, the pane
appears in the lower portion of the window.
The following table displays the tabs in the Debug pane and provides a brief description of each:
Tab
Description
Watch
This tab allows you check the contents of variables and messages in debug
mode. You can enter the variable names in the Name column and the
value of the variable will appear in the Value column.
The values are displayed in different colors.
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 When a new break point is reached or stepped through and the value of a
monitored variable changes, the value is displayed in red.
 If the value does not change, it is displayed in black.
 If you enter a variable that does not exist, the text "Cannot display value"
will appear in blue.
This tab lists all of the variables used in the current script and all global
variables.
Log-View
This tab provides information on the progress of the import.
@
Auto-Watch
12 Lesson 2: Getting Started with Infor BI ImportMaster
© 2016 Infor Education
Protecting an Import Definition
The Content Protection Wizard allows you to protect an import definition and any selected objects, such
as mappings, scripts, rule sets, and jobs, against unauthorized viewing or modification.
There are two options for protecting an import definition:


Activate object protection and define a protection password: This option allows you to activate
protection for the individual objects after you have specified a password.
Define password to protect this import definition: This option allows you to protect the import
definition with a password. The password is queried every time the import definition is opened,
preventing unauthorized access. You can use the Content Protection Wizard to change this
password at any time.
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If you forget your password or if you no longer have access to the password, you can
no longer access the import definition or the individual protected objects.
Demo: Protect an Import Definition
Your instructor will demonstrate how to password protect an import definition.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
@
Exercise 2.3: Protect an Import Definition
In this exercise, you will password protect an import definition.
Exercise Steps
1. Select Project > Content Protection Wizard. The Content Protection Wizard opens.
2. Verify the Activate object protection and define a protection password option is selected.
3. Click Next. The Create or change the password screen of the Content Protection Wizard
displays.
4. Type training in the New Password field.
5. Retype training in the Repeat Password field.
6. Click Finish. The Content Protection Wizard closes.
Infor BI: Using ImportMaster 13
© 2016 Infor Education
Check your understanding
What are the main components of the ImportMaster user interface?
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
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_______________________________________________________________________
_______________________________________________________________________
The Define password to protect this import definition option allows you to activate
protection for the individual objects after you have specified a password.
@
a) True
b) False
14 Lesson 2: Getting Started with Infor BI ImportMaster
© 2016 Infor Education
Lesson 3: Defining a Relational
Database
Estimated Time
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30 minutes
Learning Objectives
After completing this lesson, you will be able to:
Create a relational database connection.
Use the SQL Query Builder to check a relational database.
Topics


Creating a Relational Database Connection
Use the SQL Query Builder to Check the Relational Database
@


Infor BI: Using ImportMaster 15
© 2016 Infor Education
Creating a Relational Database Connection
After creating a new import definition, you use the New Relational Database Connection wizard to define
the source database, indicating where the data will be imported from. Infor BI ImportMaster currently
supports all ODBC and OLE DB-capable databases and the integration of flat files. The structure of a
relational database is read in once and will be stored internally within ImportMaster.
Demo: Create a Relational Database Connection
Your instructor will demonstrate how to create a relational database connection.
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
Exercise 3.1: Create a Relational Database Connection
In this exercise, you will create a relational database connection.
Exercise Steps
1. Right-click Relational Databases in the left pane and select New relational Database. The
Database Driver screen of the New Relational Database Connection wizard displays. Note:
You can also select Project > Relational database > New relational Database from the menu
bar.
@
2. Select the OLE DB database driver. Note: OLE DB stands for Object Linking and Embedding
Database, which is an interface that allows connections to be established to databases from OLE
DB providers.
3. Click Next. The Database Connect screen of the New Relational Database Connection
wizard displays.
4. Click the Connect… button. The Provider tab of the Data Link Properties dialog box displays.
5. Select Microsoft OLE DB Provider for SQL Server.
6. Click Next. The Connection tab displays.
7. Type or localhost in the Select or enter a server name field.
8. Select the Use a specific user name and password option.
9. Type InforBI in the Username field.
10. Type <the password provided by the instructor> in the Password field.
11. Select Allow Saving Password from the checkbox.
12. Select CWCars_2013_EN from the Select the database on the server drop-down menu.
13. Click OK. The Connect dialog box displays.
16 Lesson 3: Defining a Relational Database
© 2016 Infor Education
Note: The Connect dialog box allows you to enter and store custom authentication information in
the Login fields, if desired.
14. Click OK to return to the New Relational Database Connection wizard without entering
authentication information.
15. Click Next. The SQL Syntax screen of the New Relational Database Connection wizard
displays.
16. Select Microsoft SQL Server (Transact SQL).
The SQL syntax will be used by the SQL Query Builder to generate queries; therefore,
you should always select a SQL syntax that matches the syntax of the data source. If
the appropriate syntax for your relational database is not listed, select the one that is
most similar to it. After the SQL Query Builder has generated the SQL statement, you
can edit the statement manually.
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17. Click Next. The Table Structure and Table Filter screen of the New Relational Database
Connection wizard displays allowing you to specify whether or not the table structure of the data
source should be read in when the wizard is finished.
18. Verify the Do not read in the table structure option is selected. Note: Selecting this option
saves time by allowing you to display the columns of individual tables only when you need to.
Databases can contain a large number of tables. However, for import purposes, only
certain tables are usually required. You can select the “Define a table filter to preselect
the tables you need” check box to apply a filter that allows you to select only certain
tables. Selecting this check box displays an additional screen in the wizard allowing
you to define the table selection. A table filter can only be created if you are using the
OLE DB or ODBC driver.
Do not select the Read in the table structure completely (columns and meta data) after
finishing the wizard option, as this operation can take a very long time, especially with
source systems that have a large number of tables.
19. Click Finish to add the new relational database to the import definition. The new connection
appears as RDB1 below the Relational Databases folder.
@
20. Right-click RDB1 and select Properties. A Properties of Database ‘RDB1’ dialog box displays
the connection’s database driver, alias, and connection information on the Database Connection
tab.
21. Click OK to close the Properties of Database ‘RDB1’ dialog box.
Infor BI: Using ImportMaster 17
© 2016 Infor Education
Using the SQL Query Builder to Check the
Relational Database
After you have created a new relational database connection and integrated the SQL server data, you
can verify the data that will be used by ImportMaster. You can do this by executing a query through the
SQL Query Builder. The SQL Query Builder creates complex SQL queries to a relational database at
different points of an import definition.
The SQL Query Builder can be used in the following three instances:
When checking a database or testing queries to the database.
In mapping – when defining the query of a result set object.
In a script – when defining the query using the Result Set Script Wizard.
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


SQL Query Builder
@
The table below identifies the panes in the SQL Query Builder and displays a brief description of each:
Pane
Diagram
Grid
Statement
Result
Description
This pane includes a graphical display of the tables used in the query. You
can select columns and join tables in this pane.
This pane allows you to edit the selected columns. For example, you can
assign an alias or define formulas or conditions.
This pane displays the SQL statement generated by the SQL Query
Builder based on the query defined in the Diagram and Grid panes. It uses
the SQL syntax selected for the data source for this purpose.
Note: You can manually create or edit a SQL statement at any time.
This pane displays the result of the SQL statement when issued. The
result is for display purposes only and cannot be edited.
The Query menu allows you to manually display and hide the SQL Query Builder
panes.
18 Lesson 3: Defining a Relational Database
© 2016 Infor Education
Demo: Use the SQL Query Builder to Create a Query
Your instructor will demonstrate how to use the SQL Query Builder to create a query to
verify the relational database connection can be accessed.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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Exercise 3.2: Use the SQL Query Builder to Create a Query
In this exercise, you will use the SQL Query Builder to perform a data check by creating a
query that joins the dbo.Sales table to the dbo.Vehicles table in order to list the sales
revenue from vehicle sales.
Exercise Steps
1. Click the plus sign (+) to the left of the RDB1 folder to expand the folder.
2. Click the plus sign (+) to the left of the Tables folder to display the database tables.
3. Right-click the dbo.Sales table and select Browse..... The Statement pane displays a query to
the table:
@
4. Right-click the SELECT dbo.Sales.* FROM dbo.Sales query and select Views > All Panes to
display all SQL Query Builder panes.
5. Right-click in the Diagram pane and select Add Table to build a new query with another table.
The Add Tables dialog box displays.
6. Select the dbo.Vehicles table.
7. Click Apply.
8. Click Close to close the Add Tables dialog box. The dbo.Vehicles table displays to the right of
the dbo.Sales table.
9. Drag the VehicleId column of the dbo.Sales table to the Id column of the dbo.Vehicles table to
join the two tables. The join is indicated by a connecting line.
10. Right-click the connecting line and select Properties. The Join Properties dialog box
displays allowing you to specify settings for the connection.
11. Click Close to accept the default settings.
12. Clear the *(All Columns) check box in the dbo.Sales table.
13. Select the DealerId, DateOfSales, and SalesPrice columns in the dbo.Sales table.
Infor BI: Using ImportMaster 19
© 2016 Infor Education
14. Select all of the column check boxes in the dbo.Vehicles table except for the * (All
Columns and Id check boxes. The Statement pane is updated with the names of the
selected columns.
15. Right-click anywhere in the dbo.sales table and select Execute to display the result for the
current SQL statement.
16. Repeat this process to output only the data of Porsches. You will need to enter the Porsche
criteria in the Ref column in the Grid pane.
17. Add the Dealers table in the Diagram pane and join the Nr columns of the Dealers table with the
Dealer column of the Sales table if you want to obtain more detailed information about the dealer.
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18. Execute the statement again and check the result.
You can also use the SQL Query Builder to create nested queries (in which a query
uses the result of a query contained within it). There is no limit to the nesting depth. To
add the result of a query to a query rather than a new table, select the Derived Table
command rather than the Add Table command when right-clicking in the Diagram
pane.
@
19. Right-click the dbo.Sales tab and select Close.
20 Lesson 3: Defining a Relational Database
© 2016 Infor Education
Check Your Understanding
In what three instances can you use the SQL Query Builder?
1. _____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
2. _____________________________________________________________________
_____________________________________________________________________
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_____________________________________________________________________
3. _____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
What are the four panes of the SQL Query Builder?
1. ___________________________________________________________________
2. ___________________________________________________________________
@
3. ___________________________________________________________________
4. ___________________________________________________________________
Infor BI: Using ImportMaster 21
© 2016 Infor Education
Lesson 4: Defining a Multidimensional
Database
Estimated Time
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30 minutes
Learning Objectives
After completing this lesson, you will be able to:


Identify the global folders that apply to all multidimensional databases.
Create a multidimensional database connection.
Topics
Creating a Multidimensional Database Connection
@

22 Lesson 4: Defining a Multidimensional Database
© 2016 Infor Education
Creating a Multidimensional Database Connection
After you have defined a source database and indicated where data will be imported from, you can define
a destination database to indicate where the imported data will be written. You define a destination
database using the New Multidimensional Database Connection wizard. Infor BI ImportMaster currently
interfaces with MIS ALEA and the Infor BI OLAP Server and to Analysis Services for Microsoft® SQL
Server®.
Multidimensional Database Folders
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An import definition can integrate multiple multidimensional databases; therefore, the folders below the
Multidimensional Databases icon apply to the entire import definition, regardless of all OLAP databases
defined.
Multidimensional Database Folders
The following table identifies the global multidimensional database folders and provides a brief description
of each:
Folder
Description
@
Jobs
General Scripts
A job consists of different processes and operations, such as the
creation of dimensions or execution of mappings. For example, in a job,
dimensions can be created and combined to form a cube, which is then
filled with data.
The different components of a job are successive processes that occur
in a fixed order. The various steps involved may consist of different
scripts or mappings in which programming controls the various actions
individually.
This folder initially contains only the global script, which is where the
global settings for the entire import definition can be made. For example,
you can set a default value for a variable. The global script is
automatically executed first in every job without having to be listed in the
job.
General Mappings
This folder initially is empty. It is used to store mappings that don't have
a direct relation to a special cube or a special dimension. For example,
you could store mappings that deal with user management or other
aspects that affecting more than one cube or dimension.
Mail Configurations
This folder stores mail profiles that can be used to send emails with Infor
BI ImportMaster, such as messages about data errors.
Demo: Create a Multidimensional Database Connection
Your instructor will demonstrate how to create a multidimensional database connection.
Infor BI: Using ImportMaster 23
© 2016 Infor Education
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 4.1: Create a Multidimensional Database Connection
Exercise Steps
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In this exercise, you will create a multidimensional database connection.
1. Right-click Multidimensional Databases in the left pane and select New Multidimensional
Database Connection. The Database Driver screen of the New Multidimensional Database
Connection wizard displays.
2. Select the Infor PM OLAP 10.1 onwards database driver.
3. Click Next. The Database Connect screen of the New Multidimensional Database
Connection wizard displays.
4. Click Connect…. The Connection to MIS Alea dialog box displays.
5. Verify that Admin appears in the Username field.
6. Leave the Password field blank.
7. Click Next. The Server dialog box displays.
8. Select the LOCAL/Academy OLAP database from the Server drop-down menu.
9. Click Next to display the Extended Properties dialog box.
@
10. Click Finish to return to the New Multidimensional Database Connection wizard.
11. Click Finish. The new database displays as OLAP1 below Multidimensional Databases.
12. Expand the OLAP1 database icon. Folders for Processing, Dimensions, Cubes, Scripts, and
Mappings appear below the database icon. These folders apply to the OLAP1 multidimensional
database only.
24 Lesson 4: Defining a Multidimensional Database
© 2016 Infor Education
Check Your Understanding
What folder below Multidimensional Databases consists of different processes and
operations, such as the creation of dimensions or execution of mappings?
a)
b)
c)
d)
Jobs
General Scripts
General Mappings
Mail Configurations
What folders are created when you connect to a multidimensional database?
1. __________________________________________________________________
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2. ___________________________________________________________________
3. ___________________________________________________________________
4. ___________________________________________________________________
@
5. ___________________________________________________________________
Infor BI: Using ImportMaster 25
© 2016 Infor Education
Lesson 5: Creating Static Dimensions
and Elements
Estimated Time
1 hour
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Learning Objectives
After completing this lesson, you will be able to:




Describe static dimensions.
Create dimensions using the New Dimension wizard.
Create and execute jobs.
Manually create static elements in a new dimension.
Topics
Creating Static Dimensions
Creating and Executing a Job
Creating Static Elements
@



26 Lesson 5: Creating Static Dimensions and Elements
© 2016 Infor Education
Creating Static Dimensions
After relational (source) and multidimensional (destination) databases have been defined indicating where
data is coming from and where it will be written, you need to define the structure of the multidimensional
database by creating dimensions, elements, and cubes.
Static dimensions are dimensions that are not created from a source. Typical static dimensions are time
dimensions or value-type dimensions. The New Dimension wizard allows you to quickly and easily create
a new dimension in a multidimensional database. The wizard takes you through a series of screens
allowing you to specify the properties of the dimension and then creates the dimension and adds it to the
database definition.
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Infor BI ImportMaster does not require a connection to a database be established when
defining the database structure for importing data. It is only necessary to establish a
connection when defining a relational database or a multidimensional database, and
when an import is actually executed. Upon completion of an import, all connections are
immediately terminated.
Demo: Create a Time Dimension Using the New Dimension Wizard
Your instructor will demonstrate how to create a Time dimension using the New Dimension
wizard.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 5.1: Create a Time Dimension Using the New Dimension
Wizard
@
In this exercise, you will create a Time dimension using the New Dimension wizard.
Exercise Steps
1. Right-click the Dimensions folder below the OLAP1 multidimensional database and select New
Dimension. The New Dimension wizard displays.
2. Type Time in the Name field.
3. Select the Time dimension check box. This allows you to save data with a time factor.
4. Click Next.
5. Type <Alea:ODBOType Code="1"/> in the Extended Property box.
6. Click Next. The Time Period for the Dimension screen of the New Dimension wizard displays.
Note: This screen of the wizard only displays when creating a Time dimension.
7. Type 01/01/2010 in the Begin field.
8. Type 12/31/2013 in the End field. This creates a time dimension period from the first day of 2010
to the last day of 2013.
Infor BI: Using ImportMaster 27
© 2016 Infor Education
9. Click Next. The Time Hierarchy screen of the New Dimension wizard displays allowing you to
select the type of the elements to be created. Note: This screen of the wizard only displays when
creating a Time dimension.
10. Select the time hierarchy elements and their display formats using the following data:
Field
Selection
Data
Years
Selected
<yyyy>
Quarters
Selected
Quarter <q> <yyyy>
Months
Selected
<mt> <yyyy>
Weeks
Not selected
Days
Not selected
11. Click Next. The Import Settings screen of the New Dimension wizard displays.
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12. Verify the Delete all dimension elements before each import check box is cleared. Note:
When this check box is selected, the elements of the dimension will be deleted before the import.
If elements already exist in this dimension that are not filled during import, but are needed for the
calculation, you should not delete them, since this would prevent access to them.
13. Click Next. The next Import Settings screen of the New Dimension wizard displays.
14. Verify the Create C elements automatically when required check box is cleared.
15. Click Next. The last Import Settings screen of the New Dimension wizard displays.
16. Verify the Use Unknown Element check box is cleared. Note: It is assumed that all dimensions
will be assigned the necessary elements and that the data includes the correct element
assignments; therefore, for the purpose of this exercise, you do not need to use an unknown
element when creating this dimension.
17. Click Next. The final screen of the New Dimension wizard displays.
18. Review the settings you specified.
19. Click Finish. The new Time dimension displays below the Dimensions folder.
@
20. Expand the Time dimension. The Processing, Elements, Attributes, Subsets, Scripts, and
Mappings folders associated with the dimension display.
21. Expand the Elements folder to display the element years 2010 through 2013. Note: You can
only view elements in the Elements subfolder of a dimension when the elements have been
manually created or created using the Time dimension wizard.
22. Expand the 2013 and Quarter 1 2013 elements. The Time dimension element structure should
look as follows:
23. Collapse the Time dimension.
28 Lesson 5: Creating Static Dimensions and Elements
© 2016 Infor Education
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You can change the properties of a dimension by right-clicking the dimension and
selecting Properties.
Infor BI: Using ImportMaster 29
© 2016 Infor Education
Creating and Executing a Job
All jobs are displayed in a Jobs folder below Multidimensional Databases. A job is used to create and
populate cubes and dimensions. Jobs can be programmed to run at periodic intervals or can be started
manually.
When you create a Time dimension using the New Dimension wizard, elements that you specify are
automatically created within the dimension. In this first step, the dimension structure is created within
ImportMaster, but it is not yet actually created in the OLAP database. In order to create the dimension in
the OLAP database, the dimension must be dragged into a job. When the job is executed, the dimension
will be created in the OLAP database.
Static elements are added to an existing hierarchy; existing hierarchies are not
overwritten.
@
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When manually executing a job, all of the job execution messages will display during the execution in the
Execute <Job Name> window.
Execute <Job Name> Window
Messages are automatically numbered and time stamped and categorized as follows:



Notes - identified with a blue icon
Warnings - identified with a yellow icon
Errors - identified with a red icon
You can sort the messages by any column, such as Message or Time, by clicking the column heading.
When sorting by Message, errors are sorted first, followed by warnings, and then notes.
30 Lesson 5: Creating Static Dimensions and Elements
© 2016 Infor Education
Demo: Create and Execute a Job
Your instructor will demonstrate how to create and manually execute a job.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 5.2: Create Execute a Job
Exercise Steps
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In this exercise, you will create and manually execute a job.
1. Right-click the Jobs folder below Multidimensional Databases and select New Folder.
2. Type Automatic Jobs as the new folder name.
3. Right-click the Automatic Jobs folder below Multidimensional Databases and select New Job.
4. Type Create Dimensions as the name of the job.
5. Drag the Time dimension and drop it on the Create Dimensions job.
6. Right-click the Create Dimensions job and select Execute Job. The Execute Create
Dimensions window displays job execution messages.
@
7. Right-click the Execute ‘Create Dimensions’ tab and select Close.
Infor BI: Using ImportMaster 31
© 2016 Infor Education
Creating Static Elements
When you create a Time dimension using the New Dimension wizard, elements are automatically
created. You can also manually create elements for a dimension by right-clicking the Elements folder
below the dimension and selecting either the New N Element, New C Element, New S Element, or New R
Element option.
Demo: Create Static Elements
Your instructor will demonstrate how to create static elements within a dimension.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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Exercise 5.3: Create Static Elements
In this exercise, you will create a Category dimension, and then manually create the New
Car, Used Car, Company Car, and Veteran elements and group them under the All
Categories element. This will allow you to analyze cube data by vehicle category.
Exercise Steps
1. Right-click the Dimensions folder and select New Dimension. The New Dimension wizard
displays.
2. Type Condition in the Name field.
3. Verify the Time dimension check box is cleared.
@
4. Click Next two times. The Import Settings screen of the New Dimension wizard displays
5. Verify the Delete all dimension elements before each import check box is cleared.
6. Click Next. The next Import Settings screen of the New Dimension wizard displays.
7. Verify the Create C elements automatically when required check box is cleared.
8. Click Next. The last Import Settings screen of the New Dimension wizard displays.
9. Verify the Use Unknown Element check box is cleared.
10. Click Next. The final screen of the New Dimension wizard displays.
11. Review the settings.
12. Click Finish. The new Category dimension displays below the Dimensions folder.
13. Expand the Category dimension. The Processing, Elements, Attributes, Subsets, Scripts and
Mappings folders associated with the dimension display.
14. Right-click the Elements folder below the Category dimension and select New N Element. The
Create N Element dialog box displays.
32 Lesson 5: Creating Static Dimensions and Elements
© 2016 Infor Education
15. Type New Car in the Element name field. Note: You should always be sure to spell all names
correctly when manually creating static elements in order to avoid errors when importing data.
16. Click OK to create the New Vehicle static element.
17. Create the following three additional N elements by repeating steps 14-16:



Used Vehicle
One Year Old
Veteran
18. Right-click Elements below the Category dimension and select New C Element. The Create C
Element dialog box displays.
19. Type All Conditions in the Element name field.
20. Click OK.
21. Drag the New Vehicle element and drop it on the All Conditions element. A Copy or Move
dialog box displays.
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22. Click the Move button.
23. Drag and drop the Used Vehicle, One Year Old, and Veteran elements below the All
Conditions element.
24. Drag the Condition dimension and drop it on the Create Dimensions job.
25. Expand the Create Dimensions job.
26. Right-click the OLAP 1: Create dimension: Category job and select Execute immediately. The
Execute: ‘OLAP 1’: Create Dimension: ‘Category’ tab displays job execution messages.
@
27. Right-click the Execute: ‘OLAP 1’: Create Dimension: ‘Category’ tab and select Close.
Infor BI: Using ImportMaster 33
© 2016 Infor Education
Lesson 6: Using Mapping to Create
Dimensions
Estimated Time
1 hour
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Learning Objectives
After completing this lesson, you will be able to:



Explain the process and characteristics of mapping.
Identify the source and destination objects used in mapping.
Use the Debug feature in a mapping.
Topics
Creating Dimensions by Mapping
Debugging a Mapping
@


34 Lesson 6: Using Mapping to Create Dimensions
© 2016 Infor Education
Creating Dimensions by Mapping
Mapping is the process by which individual data objects are created and a link between the objects is
defined. With mapping, you tell each bit of data in a source object exactly where to go in a destination
object. The most important thing to think about prior to importing data is field mapping, which is the
process by which data fields in the source object are associated, or mapped, to fields in the destination
object.
ImportMaster uses a simple interface—the mapping editor—which allows you to map objects in order to
import data from a source object to a destination object without using scripts. Dimensions and cubes can
be created and filled with data from a source with almost no programming.
Mapping Characteristics
The following are characteristics of mapping:



Mapping represents a data flow.
The data is not manipulated in the mapping data flow; rather, it is forwarded.
The sequence in which the individual objects are processed depends on the dependencies
between the objects.
If a field in an object contains the value "__BLOCK__", the next object will not be processed,
even if other input fields in the next object contain valid values.
A destination object can be followed by another destination object. For example, a cube
destination object can be followed by a logging destination object. The logging object contains all
of the fields from the cube object and is thus able to log every write operation on the cube.
A relational table can also be defined as a destination, in which case a result set is used as the
destination object.
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


The Mapping Process
@
Mapping always involves a single source object and one or more destination objects. There may be any
number of worker objects between the source and destination objects.
Mapping Process
The mapping process consists of the following:

The source object obtains a record. Each column of the source is assigned a value.
Infor BI: Using ImportMaster 35
© 2016 Infor Education



These values are passed along the arrows, and the next object in each case carries out the
subsequent processing.
When all the arrows have been passed through, the destination object can proceed with
processing.
The process then starts again from the beginning.
When creating a mapping in ImportMaster, you must define the source and destination objects.
The following table identifies the source objects available in ImportMaster and provides a brief description
of each:
Description
Result Set
The result set is a source object based on a SQL statement. A result set
is an economical way (utilizing low resources) of obtaining a result list by
querying relational databases and then making this data list available for
further processing. The data to be transferred is limited to the
information defined in the SQL statement.
Dimension
Parent/Child
The parent/child dimension source object reads data from an existing
dimension and makes it available in a parent/child structure.
Dimension Full
Hierarchy
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Source Object
The full hierarchy dimension source object reads data from an existing
dimension and makes it available in a full hierarchy structure.
Cube
The cube as a source object is based on an iterator over a cube. This
object is comparable to the iterator in the script. Iterators are used to
process the data of a cube. An iterator can be limited to particular areas
of a cube. For example, you can use an iterator to set all the ACTUAL
figures in a cube to 0 or to replace PLAN figures with ACTUAL figures
from the previous year. An iterator is always bound to a cube.
The following table identifies the destination objects available in ImportMaster and provides a brief
description of each:
Dimension
Parent/Child
Dimension Full
Hierarchy
Subset
Cube
@
Destination Object
Description
The parent/child dimension object corresponds to the dimension of an
OLAP database. This object is used whenever only the parent element
of an element is known in a data record.
The full hierarchy dimension object corresponds to the dimension of an
OLAP database. This object is used whenever the complete hierarchy of
an element is known in a data record.
The subset object allows you to fill a subset in your database.
The cube destination object corresponds to the cube of an OLAP
database.
Result Set
The result set is a destination object based on an SQL statement.
A result set makes it possible to write data to relational database tables.
Logging
Logging writes the content of fields into a log file or text file with a
logging object.
In this lesson, a specific business scenario will be used to discuss the process of mapping.
36 Lesson 6: Using Mapping to Create Dimensions
© 2016 Infor Education
Scenario
CW Cars sells a variety of new and used cars. Therefore, there are a considerable
number of car models for each manufacturer that need to be accounted for in your
database. You will use mapping to populate a new Cars dimension with the
manufacturer, model, and type of vehicle information.
Demo: Use Mapping to Create a Dimension
Your instructor will demonstrate how to create a dimension and then create an attribute
and a new mapping for the dimension.
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______________________________________________________________________
Exercise 6.1: Use Mapping to Create a Dimension
In this exercise, you will create a Cars dimension and add a Cartype attribute to account
for the type of vehicle. You will then create a new mapping for the dimension.
Exercise Steps
Part 1: Create a dimension and attribute table
1. Following the process outlined in Exercise 5.1 to create a new dimension called Vehicle using
the New Dimension wizard. Note: Select the Delete all dimension elements before each
import check box so that the dimension is newly created each time a job is executed and any
changes in the source system will be immediately available in the OLAP database.
@
2. Right-click the Attributes subfolder below the Cars dimension and select New Attribute. The
Edit Attribute dialog box displays.
3. Enter the following criteria:
Field
Data
Table
1
Fieldname
Vehicletype
Type
String
Length
50
4. Click OK.
Infor BI: Using ImportMaster 37
© 2016 Infor Education
Part 2: Create a new mapping
1. Right-click the Mappings folder within the Cars dimension and select New Mapping.
2. Type Create Vehicle Dimension as the mapping name.
3. Double-click Create Vehicle Dimension. An empty window opens.
Part 3: Define the source object
1. Right-click in the empty window and select Source Objects. The Source Objects menu
displays. To create the Cars dimension, you will access the CWCars relational database using a
result set. All vehicle models present in the vehicle master data will be created as elements of the
dimension and sorted by manufacturer.
2. Select Result Set. The Result Set wizard displays.
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In virtually all the objects of a mapping, all input fields can also be used as output
fields. The fields of a destination object cube can, for instance, be used to pass data to
a logging object.
3. Type Vehicles in the Name field.
4. Type Vehicles Table of CWCars in the Description of the object field.
5. Click Next. The Relational Database Connection screen of the Result Set wizard displays with
CWCars already selected as RDB1.
6. Click Next. The Source screen of the Result Set wizard displays. To group the result list
together, we are going to add a Group By clause for the selected columns.
7. Click SQL Query Builder…. The Add Tables dialog box displays.
8. Select dbo.Vehicles and click Apply to add the dbo.Vehicles table to the SQL Query Builder.
The dbo.Vehicles window opens.
9. Click Close to close the Add Tables dialog box.
10. Select the Model, Manufacturer, and Type columns in the dbo.Vehicles window.
@
11. Right-click in the dbo.Vehicles window and select Functions. A Group By column is added in
the Grid pane of the SQL Query Builder, in which different functions can be selected.
12. Leave the functions for the rows set to Group By.
13. Review the statement in the Statement pane. It should display as follows:
14. Right-click anywhere in the Diagram pane of the SQL Query Builder and select Execute
Query to display the result for the current SQL statement.
15. Review the results of the query execution and accept the query by clicking the green check
mark. The Source screen of the Result Set dialog box displays with the SQL Query statement.
16. Click Next. The Creation of Field List screen of the Result Set wizard displays
17. Verify Automatically (recommended) is selected. This option specifies how the field list is to be
created. An attempt will made to get the field list from the database. If there is no connection to
the database, the field list is created without accessing the database.
38 Lesson 6: Using Mapping to Create Dimensions
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The field list initially displays the columns of the SQL query. Previously used aliases of
the SQL statement are used here. In the mapping, the different fields are the
placeholders for the corresponding values of the result list, which are processed record
by record. The names of the fields can also be edited manually.
18. Click Next. The Output Fields screen of the Result Set wizard displays. From here, you can edit
the various field names or change the order in which they occur. You will not modify this screen in
this exercise.
19. Click Finish to complete defining the result set. The object appears in the mapping editor.
You can use the context menu to change the Properties settings at any time.
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Part 4: Define the destination object
1. Select Mapping > Destination Objects > Dimension Full Hierarchy from the menu bar. The
Name dialog box opens.
2. Type Vehicle in the Name field.
3. Type Vehicle Dimension in the Description of the object field.
4. Click Next. The Dimension screen displays.
5. Click the Browse (…) button next to the Dimension field. The Select Dimension dialog box
opens.
6. Select Vehicle and click OK. You return to the Dimension dialog box with OLAP1 displayed in
the Alias field and Vehicle displayed in the Dimension field.
7. Select the Hide weighting fields check box, so that the Weight input field is not shown in the
destination module.
@
8. Click Next. The Levels screen displays allowing you to define the individual levels. Currently the
Cars dimension consists of only one level. You will add two levels so that the Cars dimension
consists of three levels: All Vehicles, Manufacturer, and Model.
9. Click the Add button. Level 2 appears below the Top Level.
10. Click the Add button. Level 3 appears below Level 2.
11. Select Top Level in the list and click Edit. The Edit Level dialog box opens allowing you to
change the level name.
12. Type Total to replace the Top Level text in the in the Level Name field.
13. Select the Fixed value for element check box to store the element as a fixed element. The field
to the right of the check box becomes activated.
14. Type All Vehicles in the field.
15. Click OK to return to the Levels dialog box.
16. Type Manufacturer to rename Level 2.
17. Type Model to rename Level 3.
18. Click Next. The Attributes screen displays. From here, you can create attributes to be filled in
the dimension object. In this exercise, the required Cartype attribute has already been defined for
the Cars dimension.
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19. Click Finish. The destination object displays in the Mapping Editor.
Part 5: Define the data flow by creating joins
1. Drag Manufacturer in the Vehicles source object and drop it on Manufacturer in the Vehicle
destination object. A dialog box displays asking if you want to automatically join fields with the
same name between objects.
2. Select the Join selected mapping fields option to join the fields with mapping.
3. Click OK. A connector line appears between the two objects indicating they are joined.
@
4. Join Model in the Vehicles source object with Model in the Vehicle destination object and join
Type in the source object to Model – 1:Vehicletype in the destination object, using the same
method.
For each record, the content read from the Manufacturer column is created as an element of the
Cars dimension, the model information is created as a child N element, and for this N element,
the Cartype attribute is assigned the value of the Type field.
5. Select File > Save to save the mapping.
6. Right-click the Create Vehicle Dimension tab and select Close. The window closes.
40 Lesson 6: Using Mapping to Create Dimensions
© 2016 Infor Education
7. Select File > Save to save the .imd file.
Part 6: Execute a mapping
Note: Before a mapping can be executed, it has to be added to a job and the job has to be started.
1. Drag the Cars dimension and drop it on the Create Dimensions job.
2. Drag the Create Cars Dimension mapping and drop it on the Create Dimensions job.
3. Right-click the OLAP1: Create dimension: Cars job and select Execute immediately.
4. Check the output in the Execute ‘OLAP1: Create dimension: Cars’ window and then close the
window.
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5. Right-click the OLAP1: Create dimension: Cars job and then click the Browse (...) button to
review the result.
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Debugging a Mapping
ImportMaster allows you to debug mappings. Debugging performs tests to determine if a mapping is
executable and behaves correctly.
Note: You cannot modify a mapping while it is in debug mode.
There are two ways to start the debugging process:


Execute an entire job in debug mode. You can also check several mappings or scripts one after
the other. This method should be used if the mapping is to be tested as part of a complex
execution sequence.
Debug an open mapping. Only the mapping that is currently open is processed.
Debug Menu
When a mapping is open, the Debug menu allows you to access all the debugging commands.
Command
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The following table identifies the commands on Debug menu provides a brief description of each:
Description
Start Debug (F5)
Break (Ctrl+F9)
This command starts debugging and runs until the first breakpoint.
During debugging: Runs until the next breakpoint.
When you use this command, ensure that you have defined a
breakpoint at which execution of the mapping will be halted.
Halt at the current processing position in the mapping.
Step Into (F11)
The selected object is executed the step-by-step. Changes to the
output fields can be monitored in the Watch window.
If the object is a script object, the debugger goes to the first line of the
script and then stops again.
@
Step Over (F10)
The selected object is executed and the debugger stops again when
the next object is reached. The next object is identified by the
numbering.
Run to current position
(Shift+F11)
Debugging is executed until the next market object is reached.
Stop Debug (Shift+F5)
This command Stops the debugger. It is only available when the
debugger is running.
Toggle Breakpoint (F9)
This command sets or removes a breakpoint on the selected object.
Conditional Breakpoint...
The conditional breakpoint can be inserted for the selected object.
The condition can be set either on the basis of the number of cycles
or by comparing a value with the contents of a variable. The same
conditions can be used as for a filter. The type of breakpoint and the
condition are specified in the Breakpoint dialog box.
Add to Watch (F8)
A marked field within the mapping object can be added to the Watch
function. This command is only available while the debugger is
running.
To start the debugging of the mapping, you can use the Start Debug, Step Into, Step Over, or Run to
current position command, depending on when you want the debugger to stop next. At every point at
42 Lesson 6: Using Mapping to Create Dimensions
© 2016 Infor Education
which the execution of the mapping is halted, you can review the values of variables or use the menu
commands to execute mapping step-by-step or up to the next breakpoint.
Once execution of the mapping has been halted, you can set new breakpoints and remove existing ones.
The variables are displayed in the lower part of the work window, in the Debug Watch and Debug AutoWatch areas where they can be monitored.
Demo: Use the Debugger
Your instructor will demonstrate how to use the debugger on a mapping.
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Exercise 6.2: Use the Debugger
In this exercise, you will use the debugger on the Create Cars Dimension mapping.
Exercise Steps
1. Open the Create Vehicle Dimension mapping.
2. Right-click the Vehicles object and select Toggle Breakpoint. A red dot, indicating the
breakpoint, appears to the right of the mapping object.
@
3. Select Debug > Start Debug from the menu bar. The debugging process starts and the Debug
Watch pane opens allowing you to monitor a selection of fields you define. To do this, the fields
can be entered manually in the Name column or by choosing Add to Watch from the context
menu of the object field allowing you to inspect the contents of the fields. As soon as the first
breakpoint is reached, the object is highlighted in yellow with a number in the mapping to indicate
that the current status. The mapping objects have been numbered according to the sequence in
which they are processed.
4. Click the Auto-Watch tab in order to display all field contents grouped by object.
5. Click the plus sign (+) next to <a field> to expand the information.
6. Select Debug > Toggle Breakpoint to remove the breakpoint.
7. Select Debug > Step Into to run through the remaining records without the breakpoint.
If the "NOT SET" value is output for a field, no content has yet been assigned to the
field. If you enter a variable that does not exist, "Cannot display field" is shown in blue.
8. Close the Create Vehicle Dimension mapping. Note: If the debug process is not complete, a
dialog box will appear asking if you want to stop the debug process. Click OK.
Infor BI: Using ImportMaster 43
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Check Your Understanding
List the source and destination objects available in ImportMaster and provide a brief
description of each.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
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_______________________________________________________________________
You must ensure that you have defined a breakpoint at which the execution of a mapping
will be halted when you use which of the following commands? Select all that apply.
Start Debug
Break
Step Into
Step Over
Toggle Breakpoint
Stop Debug
@
a)
b)
c)
d)
e)
f)
44 Lesson 6: Using Mapping to Create Dimensions
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Lesson 7: Using Scripts to Create
Dimensions
Estimated Time
1 hour
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Learning Objectives
After completing this lesson, you will be able to:
Identify the main programming features of CWScript.
Create a dimension using CWScript.
Debug a script.
Topics


Using CWScript
Debugging Scripts
@



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Using CWScript
ImportMaster uses the CWScript programming language, by means of which even complex data imports
can be defined and executed efficiently. Just as with other programming languages, CWScript has its own
grammar and syntax.
By means of an integrated script language the structures of the dimensions can be adapted to suit the
requirements of any company. Calculations and plausibility checks of the source data can be carried out
in the scripts that are executed when dimensions are created or data is imported. In addition, conditions
for data selection can be queried.
You can use CWScript to:



Check the extraction of the data from the source system.
Specify what is to be done with the extracted data, whether records are to be transformed or
ignored.
Create the structures (dimensions) of the OLAP database.
Adapt existing OLAP structures on the basis of new information from the source system.
Control the data import to the OLAP database.
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

CWScript is case-sensitive and uses syntax highlighting. Commands, strings, values
and comments appear in different colors.
Infor BI ImportMaster Help
Common Components > TCL - script language
The following table identifies some of the main features of CWScript and provides a brief description of
each:
Description
Command Call
As in many other programming languages, CWScript only has functions. A
function always delivers a return value. If the return value of the function is
not assigned to a variable, it is automatically rejected.
The interpreter is keyword-driven and the first word in each line is a
command. The basic syntax looks like this:
command [arg1 arg2 arg3 ...]
“Command” represents the name of a built-in command or of a function you
have written. Command names and their arguments [arg1 arg2 arg3 ...] are
separated by either spaces or tab characters. A command always ends with a
line feed or a semicolon.
@
Feature
Command
Reference
Groups of commands that belong together appear in the same section. The
following rules apply to all the syntax descriptions:
A normal word describes a command name, a condition, or a statement.
A word in pointed brackets (<>) specifies a mandatory parameter.
A word in square brackets ([ ]) specifies an optional parameter.
An ellipsis signifies a continuation of the entry in the same style. Therefore,
it does not matter whether there are one or more or no repetitions.
 All other characters, such as curly brackets, must be taken exactly as they
are written.




46 Lesson 7: Using Scripts to Create Dimensions
© 2016 Infor Education
Feature
Description
Return values
Commands that return a value must be placed in square brackets ([ ]) to
ensure that substitution works correctly and the return value can be obtained.
Comments
Comments always begin with the number sign (#). A comment is treated as a
separate command, but one that has no effect. The command character must
appear at the beginning of a line, so that the characters that come after it are
not processed as code.
Example:
# A simple comment
set a 10; # Comment at the end of a line
Variables do not have to be declared before they can be used; they are
created automatically the first time they are used. Variables do not have a
type, which means that the programmer must ensure in the case of numerical
commands, for example, that the variables really do contain numerical values.
If the validity range of a variable is violated, the variable is automatically
destroyed. Variable names can be any length and can contain any character.
They are case sensitive, which means that a distinction is drawn between
uppercase and lowercase.
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Variables
The set command is used to assign a value to a variable. This command
requires two arguments: the name of the variable to which a value is to be
assigned and the value itself.
Command
Substitution
Command substitution is a variant of general substitution. In contrast to other
programming languages, the interpreter does not recognize function calls
itself.
Demo: Use a Script to Create a Dimension
@
Your instructor will demonstrate how to use a script to create a dimension.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 7.1: Use a Script to Create a Dimension
In this exercise, you will create a Cars dimension using a script in order to make a direct
comparison between using mapping to create a dimension and using a script to create a
dimension.
Infor BI: Using ImportMaster 47
© 2016 Infor Education
Exercise Steps
1. Right-click the Scripts subfolder below the Vehicle dimension and select New Script.
2. Type Vehicle Script as the name.
3. Open the Vehicle Script.
Three components are required in the script: the connection to the relational database, the
connection to the dimension and the processing of the data (i.e. the creation of the elements in
the dimension), connection to the source database, and definition of the query. The Result Set
Script Wizard is available in the script editor for defining the connection to the relational database.
The wizard helps you to define the query and inserts the corresponding lines of code in the script.
The steps involved in the Result Set Script Wizard correspond to the definition of a result set
object in a mapping.
4. Right-click in the Vehicle Scripts window and select Insert Result Set. The Result Set Script
Wizard opens.
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5. Type ResultsetVehicle in the Name field. This name will be used in the code of the result set
as a variable for the result set object.
6. Type Create Dimension Vehicle, dbo.Vehicles table of CWCars in the Description of the
object field. The description will be added to the script as a comment.
7. Click Next. The Relational Database Connection screen of the wizard displays with the
CWCars relational database selected.
8. Click Next. The Cursor Type screen of the wizard displays. You can use the cursor type to
determine the navigation method of the cursor and specify whether the result set is to be opened
for writing.
9. Click Next to accept the default Forward only selection. The Source screen of the wizard
displays. From here, you must define the query using the SQL Query Builder just as you
defined the result set object in the mapping.
@
10. Start the SQL Query Builder, add the dbo.Vehicles table, select the Model,
Manufacturer, and Type columns, and activate the Group By function. Type the following
statement:
11. Click the green check mark to accept the query. The Source screen of the Result Set Script
Wizard displays with the SQL Query statement.
12. Click Next. The Creation of Field List screen of the Result Set Script Wizard displays
13. Verify Automatically (recommended) is selected.
14. Click Next. The Output Fields screen of the Result Set Script Wizard displays.
15. Select the Manufacturer field and click Edit. The Edit Mapping field dialog box opens.
16. Type s_Manufacturer in the Field Name field. The field name is used in the script as a variable.
The preceding "s" stands for "string" and indicates to the user the type of the variable’s contents.
17. Click OK to return to the Output Fields screen.
18. Rename the Model and Type fields to s_Model and s_Type.
48 Lesson 7: Using Scripts to Create Dimensions
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These prefixes are not mandatory; however, it is recommended that you use
meaningful and unique object and variable names and assign prefixes to indicate the
type of the object or variable. These conventions make it easier to read and edit
scripts.
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19. Click Finish to generate the code.
The following table displays the different command lines and their meanings.
Command Line
Description
RDB1 NewResultSet ResultSetVehicle
NewResultSet creates a new result set for
the data source RDB1 and gives it the
object name ResultSetVehicle.
ResultsetVehicle Open {SELECT
dbo.Vehicles.Manufacturer,
dbo.Vehicles.Model,dbo.Vehicles.Type\
The result set ResultSetVehicle is opened
by issuing the "SELECT …." query.
FROM dbo.Vehicles \
@
GROUP BY dbo.Vehicles_Manufacturer,
dbo.Vehicles.Model,dbo.Vehicles.Type}
ResultSetVehicle BindCol {Manufacturer}
sFK_Manufacturer ResultsetVehicle BindCol
{Model} sModel
ResultsetVehicle BindCol {Type} sType
The "BindCol" command assigns the
required columns of the result list of the
result set (in this case the Type column, for
instance) to a variable (in this case sType,
for instance).
.
while {[ResultSetVehicle MoveNext] == 1} {…}
A while loop is required to process the
result list of the result set record by record.
This is repeated while the condition that
there is a further record available
({[ResultSetType MoveNext] == 1) is met.
DeleteResultSet ResultSetVehicle
Closes the query and deletes the result set
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Connection to the Destination Database
The connection to the relational database was created in its entirety by the Result Set Script Wizard.
However, additional commands must be added so that the script will also process the information of the
result list and create the elements in the dimension. The required commands are described individually
below and then added to the script in the correct order.
In order to create the Vehicle dimension using a script, the dimension must be addressed in the code.
Two new script lines are required for this:
Command Line
Description
OLAP1 SelectDimension "Vehicle"
dimVehicle
This closes and saves the dimension.
Add at the end of the script
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CloseDimension dimVehicle
The Cars dimension is selected with
"SelectDimension" and assigned the object
name "dimVehicle".
Add at the beginning of the script
Data Processing
The individual C and N elements are created using the information from the data source:
set sTotal "All Vehicles"
dimVehicle NewCElement $sTotal
dimVehicle NewCElement $s_Manufacturer
dimVehicle MemberOf $sTotal
dimVehicle NewNElement $s_Model
@
dimVehicle PutAttrib "1:VehicleType" $s_Type
dimVehicle MemberOf $s_Manufacturer
The line 'set sTotal "All Vehicles"' assigns the contents of "All Vehicles" to the variable sTotal. Then the
"All Vehicles" element is created as a C element with the command NewCElement.
The NewCElement command creates a C element for the dimension dimVehicle with the contents of the
variable sFK_Manufacturer as its name.
The MemberOf command inserts the new C element as a member of the "All Vehicles" element.
The NewNElement command creates an N element for the dimension dimVehicle with the contents of the
variable sModel as its name.
The PutAttrib command assigns the contents of the variable sType to the "VehicleType" attribute of
the N element you have just created.
The MemberOf command inserts the N element below the previously created C element in the
hierarchy.
50 Lesson 7: Using Scripts to Create Dimensions
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To complete the script, add the various commands to the script. Be sure to add them in the correct
order.
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The whole script should look like this
Creating the Dimension
20. Replace the mapping for creating the Vehicle dimension with the script you have just created
in the Create Dimensions job.
21. Start the job.
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22. Check the result.
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Debugging Scripts
Just as with mapping, ImportMaster allows you to debug scripts. Debugging performs tests to determine if
a script will execute and behave correctly.
Note: You cannot modify a script while it is in debug mode.
There are two methods to start script debugging:


By debugging an open script.
By starting an entire job in debug mode.
To give you a better idea of the execution of the script and let you see what happens in the various
different steps, you can also execute the script line by line and inspect it. As is the case with mapping, the
script can be tested as part of the job or directly under the script editor in debug mode.
The commands available for debugging a script are the same as those available for debugging a
mapping.
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The script is executed in the background during debugging. Scripts may have to be
executed in their entirety in debug mode to prevent an incomplete status or even data
loss from occurring. To test database-independent script commands (e.g. formatting or
string handling), these parts of the script can be copied to a new script and checked
there using the debugger.
Demo: Debug a Script
Your instructor will demonstrate how to debug a script.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
@
______________________________________________________________________
Exercise 7.2: Debug a Script
In this exercise, you will debug the Create Cars Dimension script.
Exercise Steps
1. Open the Create Cars Dimension script.
2. Select Debug >Toggle Breakpoint to insert a breakpoint in the RDB1 NewResultSet... line.
A red dot, indicating the breakpoint, appears to the left of the line in the script.
3. Select Debug > Start Debug from the menu bar. When the initial breakpoint is reached, the line
is highlighted in yellow in the script to indicate the current status. As soon as a variable is
defined in the line of the script currently being processed during debugging, the variable and
its content are listed in the Auto-Watch tab of the Debug-Watch pane. In addition, the
variables can be entered manually in the Name column of the Watch tab or can be added by
52 Lesson 7: Using Scripts to Create Dimensions
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choosing the Add to Watch command from the context menu for the variables in the script
editor.
4. Select Debug > Step Into to run through the script line by line and check the contents of the
variables sTotal, sManufacturer, sModel and sType in the Debug-Watch pane.
Demo: Script-Controlled Creation of the Customer Dimension
Your instructor will demonstrate how to create a Customer dimension and then create a
new script for the Customer dimension.
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______________________________________________________________________
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Exercise 7.3: Script-Controlled Creation of the Customer
Dimension
In this exercise, you will create a Customer dimension and then create a new script for
the Customer dimension. The option of analyzing the sales per customer should
provide optimum analysis of the data. To allow this, a Customer dimension is required.
The customers should be grouped by country and the top level element should be "All
Customer".
Exercise Steps
1. Create a Dealer dimension following the steps in Exercise 5.1.
@
2. Enable the Delete all dimension elements before each import option.
3. Create the following attributes:
Field Name
Address
Name
Type
Length
String
250
String
50
4. Analyze the relational database and determine what data should be included.
5. Create a new script for the Dealer dimension and name it Dealer Script following the steps in
Exercise 7.1.
6. Open the script and start the Result Set Script Wizard to define the source data to be included.
7. Define a query that takes the columns Id, Name, Street, City ZIPCode and CountryName from
the dbo.Dealers table following the steps in Exercise 7.1. The code generated by the Result Set
Script Wizard should look like this:
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8. Add the following code to the script.
At the beginning: OLAP1 SelectDimension "Dealer" dimDealer
At the end: CloseDimension dimDealer
Bellow the #TODO, the following lines:
set sTotal "All Dealer"
dimDealer NewCElement $sTotal
dimDealer NewCElement $s_CountryName
dimDealer MemberOf $sTotal
dimDealer NewNElement $s_Id
dimDealer PutAttrib "1:Address" "$s_Street, $s_City, $s_CountryName"
dimDealer PutAttrib "1:Name" $s_Name
@
dimDealer MemberOf $s_CountryName
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The script should look like this:
To display help for a command (blue font), position the cursor on the command and
press F1.
9. Right click on the script name to add the dimension and script to the Create dimensions job and
start the job.
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10. Check the completed dimension and the contents of the attribute tables.
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Lesson 8: Creating Other Dimensions
Estimated Time
1 hour
Learning Objectives
After completing this lesson, you will be able to:
Create a Currency dimension.
Create a Measure dimension.
Topics
Creating a Currency Dimension
Creating a Measure Dimension
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

56 Lesson 8: Creating Other Dimensions
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Creating a Currency Dimension
CWCars operates in several countries and therefore, different currencies will need to be taken into
account when creating a controlling system. This will enable comparisons to be made between areas
using different currencies.
Demo: Create a Currency Dimension
Your instructor will demonstrate how to create a Currency dimension.
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
Exercise 8.1: Create a Currency Dimension
In this exercise, you will create a Currency dimension.
Exercise Steps
1. Right-click the Dimensions folder and select New Dimension. The New Dimension wizard
displays.
2. Type Currency in the Name field.
3. Verify the Time dimension check box is cleared.
@
4. Click Next two times. The Import Settings screen of the New Dimension wizard displays
5. Verify the Delete all dimension elements before each import check box is cleared.
6. Click Next. The next Import Settings screen of the New Dimension wizard displays.
7. Verify the Create C elements automatically when required check box is cleared.
8. Click Next. The last Import Settings screen of the New Dimension wizard displays.
9. Verify the Use Unknown Element check box is cleared.
10. Click Next. The final screen of the New Dimension wizard displays.
11. Review the settings.
12. Click Finish. The new Currency dimension displays below the Dimensions folder.
13. Expand the Currency dimension. The Processing, Elements, Attributes, Subsets, Scripts and
Mappings folders associated with the dimension display.
14. Right-click the Elements folder below the Currency dimension and select New N Element. The
Create N Element dialog box displays.
15. Type EUR in the Element name field.
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16. Click OK.
17. Right-click Elements below the Currency dimension and select New C Element. The Create C
Element dialog box displays.
18. Type LOCAL in the Element name field.
19. Click OK.
20. Create the following N elements below the LOCAL element:



USD
CHF
PLN
21. Right-click the USD element and select Properties. The Properties dialog box opens.
22. Click the Weighting tab.
23. Type 0 in the Weighting field.
25. Click OK.
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24. Click Apply.
26. Change the weighting to 0 for the CHF and PLN elements.
27. Drag the Currency dimension and drop it on the Create Dimensions job.
28. Right-click the OLAP 1: Create dimension: Currency job and select Execute immediately. The
Execute: ‘OLAP 1’: Create Dimension: ‘Category’ tab displays job execution messages.
@
29. Right-click the Execute: ‘OLAP 1’: Create Dimension: ‘Currency tab and select Close.
58 Lesson 8: Creating Other Dimensions
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Creating a Measure Dimension
So far in this course, you have created a Time dimension to identify time periods for your controlling
system, a Category dimension to categorize the category of cars (used, new, and so on), a Cars
dimension to provide information about the types cars (make, model, and so on), and a Currency
dimension to account for the different currencies in the system.
You now need to create a Measure dimension, which can help to answer questions, such as:


Is the contribution margin for a particular make of car positive or negative?
How much has the company spent on sales commission?
The Measure dimension makes it possible to assign different information to the other dimensions, such as
the sales commission when a particular vehicle is sold, the overall contribution margin for a vehicle type,
and the revenue earned by each branch from additional packages.
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Demo: Create a Measure Dimension
Your instructor will demonstrate how to create a Measure dimension.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Exercise 8.2: Create a Measure Dimension
In this exercise, you will create a Measure dimension.
@
Exercise Steps
1. Create a Measure dimension following the steps in Exercise 8.1.
2. Create elements below the Measure dimension using the following structure:
3. Drag the Measure dimension, drop it on the Create Dimensions job, and execute the job.
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Lesson 9: Creating a Cube and
Importing Data
Estimated Time
45 minutes
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Learning Objectives
After completing this lesson, you will be able to:


Create a cube.
Import data from a relational table into an OLAP database.
Topics
Creating a Cube
Importing Data
@


60 Lesson 9: Creating a Cube and Importing Data
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Creating a Cube
Once you have created all of the required dimensions, you can create a cube. You will not be able to
import data until this cube has been created with the appropriate dimensions. The values will be provided
in the form of a contribution margin calculation and because CW Cars is an international company, the
source data will be in different currencies.
Demo: Create a Sales Cube
Your instructor will demonstrate how to create a Sales cube.
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
Exercise 9.1: Create a Sales Cube
In this exercise, you will create a Sales cube.
Exercise Steps
1. Right-click the Cubes folder below the OLAP1 multidimensional database and select New Cube.
The New Cube wizard displays.
2. Type Sales in the Name field.
@
3. Select the Build new cube on every new import check box.
4. Click Next.
5. Add each dimension to the cube by selecting the dimension in the All dimensions list and
clicking the right arrow button to move the dimension to the Used in new cube list. The
dimensions should be added in the following order:






Category
Currency
Dealer
Vehicle
Time
Measure
6. Click Next.
7. Type in the Extended Properties box: <Alea:MeasureDimension Name="Measure"
ExplicitlyDefined="true"/>.
8. Click Next.
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9. Verify the Use Unknown Element check box is cleared. If errors exist in the source data, this
setting can be adjusted at a later time.
10. Click Next.
11. Click Finish.
12. Create a new job in the Automatic Jobs folder entitled Create Cube.
13. Drag the Sales cube, drop it on to the Create Cube job, and execute the job.
14. Close the ‘OLAP1: Create cube: Sales’ window.
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15. Right-click the OLAP1: Create cube: Sales’ Sales cube and select Browse… to check the cube.
The browser tool allows you to check the cube definition, the data, and the structures. Note: If a
dialog box opens informing you that ImportMaster is unable to browse a cube with an empty
dimension, click OK. The Cube Layout should look like this:
62 Lesson 9: Creating a Cube and Importing Data
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Importing Data
Importing data can be affected by the technical peculiarities of OLAP technology. A value cannot be
imported into the multidimensional database unless the correct coordinates are specified. For each
dimension, you must specify an element to which the value is assigned in this dimension.
An import is only possible to a combination of N elements: If a value is assigned to a C element in a
dimension, this leads to an error when the value is written. This is because there is no information
indicating how the value is distributed to the child elements.
Prior to importing data, you should check the data source and identify all data that you would like to
import. You should also determine the source and destination objects that will be required to complete the
data import.
The following are additional specifications for importing data into the Sales cube. Data
will be imported into the Sales cube in two steps:

First, the data available in the EUR currency will be imported. No currency
conversion is required for the data at this point.
The data in other currencies will then be added to the cube in the second step.
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
Demo: Import Data
Your instructor will demonstrate how to import data into the Sales cube.
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
@
_____________________________________________________________________
Exercise 9.2: Import Data
In this exercise, you will import data into the Sales cube.
Exercise Steps
1. Create a new mapping in the Mappings folder of the Sales cube entitled Sales cube – import
data following the steps in Part 2 of Exercise 6.1.
2. Open the Sales cube – import data mapping.
3. Create a result set object that contains the following query, reading all the relevant data from the
dbo.Sales, dbo.Purchase and dbo.Dealers tables following the steps in Part 3 of Exercise 6.1:
SELECT
dbo.Dealers.Currency, dbo.Purchase.DealerId, dbo.Sales.DateOfSales,
dbo.Purchase.PurchasePrice,
dbo.Purchase.RepairPrice, dbo.Sales.Options, dbo.Sales.SalesCommission,
dbo.Sales.SalesPrice,
1 AS Unit
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FROM dbo.Sales INNER JOIN
dbo.Purchase ON dbo.Sales.VehicleId = dbo.Purchase.VehicleId INNER JOIN
dbo.Dealers ON dbo.Purchase.DealerId = dbo.Dealers.Id
4. Select Mappings > Destination Objects > Cube from the menu bar. The Name screen of the
Cube wizard opens.
5. Click Next to accept the default name of Cube. The Cube screen displays.
6. Type OLAP1 in the Alias field.
7. Click the Browse (…) button next to the Cube field. The Select Cube dialog box opens.
8. Select the Sales cube.
9. Click OK to return to the Cube screen.
10. Select the Add values to existing values option.
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11. Click Next. The Dimensions screen of the Cube wizard displays. From here, you can specify the
fixed elements. For this data import, all dimension elements will be determined by the results in
the result set.
12. Click Finish to complete the definition of the cube destination object.
If a value is assigned to a dimension element that does not exist in the dimension while
data is being imported, the value can be trapped using the unknown element. When
this occurs, the OnUnknownElement field will contain a message which can be further
processed in a logging object.
13. Select Mapping > Worker Objects > Filter from the menu bar. A Filter object is created. This
filter will be used to check the contents of the Currency field.
14. Drag the Currency field and drop it on the Filter object. A dialog box opens, asking how to insert
the output field.
15. Verify the Insert selected output field is selected.
16. Click OK.
17. Right-click the Filter field and select Properties. The Properties: Filter dialog box opens.
@
18. Verify the Filter includes values if they match the expression conditions option is selected.
19. Click the Insert Field button to insert the Currency field in the Condition area.
20. Click the = button.
21. Type “EUR” after the = symbol. The filter expression should display as follows:
64 Lesson 9: Creating a Cube and Importing Data
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You can click the Name tab and specify a name for the Filter object to help differentiate
it from other objects. This name will also be used in the Auto-Watch pane during
debugging.
22. Click OK to close the Properties: Filter dialog box.
23. Connect the Currency field of the Filter object to the Currency field of the Cube object.
24. Select Mapping > Worker Objects > Date Format from the menu bar to create an object to
format the date. A Name dialog box opens.
25. Click Next.
26. Select MM/DD/YYYY from the Input format drop-down menu.
27. Select <mt>/<DD>/<YYYY> from the Output format drop-down menu.
28. Verify the Invalid input causes runtime error option is selected.
30. Click Finish.
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29. Click Next. The Months dialog box displays allowing you to edit the names of the months.
31. Drag the DateOfSales field from the result set object to the Input field of the Date object and
then from the Result field of the Date object to the Time field of the Cube object.
32. Drag the Type field from the result set to the Type field of the Cube object. The element
information for the Type dimension is already available in the correct form in the Type field of the
result set.
33. Drag the DealerId field from the result set object to the Dealer field of the Cube object.
A further mapping object is required to assign the Cars to Category and Model. The model and
the category can be read from the dbo.Vehicles vehicle master data table by means of a dynamic
lookup in the basis of the vehicle identification number (Ident) without the need to expand the
source object result set.
@
In this scenario, it is theoretically possible for the table to the added to the query of the
result set object without difficulty. It would even be possible to ensure that all the
transaction data is read even if information is missing from the Vehicle master data.
However, in practice, it is not always possible to link the various relational data
together. The dynamic lookup object allows you to read additional relational data
depending on the information read from the result set object.
34. Right click on any part of the screen and select the Dynamic Object option to create a dynamic
lookup object.
35. Drag the "Id" field of the result set object onto the new object.
36. Using the context menu of the object, add two output fields: Cars and Category.
37. Right click on Dynamic Lookup and select Properties. Open the Properties of the dynamic
lookup object to define the relational data to the object.
38. Select the Source tab.
39. Select Lookup is filled by Result Set.
40. Click Define.
41. Click Define to identify a result set that queries the columns Id, Model and Condition from the
dbo.Vehicles table.
SELECT
dbo.Vehicles.Id, dbo.Vehicles.Model, dbo.Vehicles.Condition
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FROM dbo.Vehicles
42. Work through the dialog boxes of the result set and then return to the Properties of the dynamic
lookup by clicking Finish.
43. Select the option “If input is invalid, pass on these values.”
44. Type “No Vehicle Data” in the Cars and Category columns.
45. Link the “Id” field to the source columns in the Column Tab.
46. Select the "Id" column in the Select Column dialog box, and confirm your choice by clicking OK.
47. Repeat steps 42 and 43 for the Vehicles and Category fields.
48. Click OK to close the Properties of the dynamic lookup.
49. Drag and drop the Vehicle and Category fields of the dynamic lookup object to the same fields in
the Cube object.
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50. Right click to create a normalizer object. This worker object is required for the fields of the values
to be imported for SalesPrice (selling price) and Options (additional packages). All of these fields
contain value types or measures that must be addressed individually in the Measure dimension.
A field in the destination object can only have a single join. The object required here is known as
a normalizer. The normalizer object carries out iterations across a number of input fields and
outputs the results one after another in two output fields. The object is used whenever parallel
data has to be converted into sequential data.
51. Drag the following fields from the result set object to the normalizer object:
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SalesPrice
Options
PurchasePrice
RepairPrice
SalesCommission
52. Right-click the Normalizer object and select Properties. The Properties dialog box opens.
Note: The field names on the Fields tab have to be changed. The normalize passes the defined
field name to the “Name” field and the corresponding value of the field to the “Value” column.
The field names must correspond to the destination elements of the “Measure” dimension.
@
53. Edit the field names as follows:
54. Click OK to apply the changes.
55. Add the other joins by dragging and dropping the elements: The "Name" field of the normalizer
must be associated with the "Measure" field of the cube object, and the "Value" field of the
normalizer with the "Value" field of the cube object.
66 Lesson 9: Creating a Cube and Importing Data
© 2016 Infor Education
To improve the clarity of the joins, you can drag the fields within an object or in the
Fields tab in the object Properties to change their sequence.
56. Save the mapping and add it to the "Create cube" job.
57. Right click on the job name to start the job
58. Select Execute Immediately to check the messages.
Completing the Currency Conversion
So far, only the data in the EUR currency has been imported. In order to complete the data in the cube,
the data available in other currencies must now be imported.
This data should be imported to the appropriate "local currency" element in the original currency and to
the "EUR" element after conversion to euros.
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The CW Cars database contains a view named "ExchRate" that provides an exchange rate for each
currency for each month. Assess what processing steps are required in the "Sales cube – import data"
mapping in order to implement currency conversion and what new objects are required.
Demo: Complete the Currency Conversion
Your instructor will demonstrate how to complete the currency conversion.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
@
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Exercise 9.3: Complete the Currency Conversion
In this exercise, you will complete the currency conversion.
Exercise Steps
1. Open the Sales cube – import data mapping.
2. Copy the Filter object, and drag and drop the existing result set object to the new filter.
3. Select the Filter excludes values if they match the expression conditions option in the
Properties: Filter dialog box.
4. Convert the date of the relational records to the format used in the exchange rate table.
5. Connect the "DateOfSales" field of the result set object to the "Input" field of the Date Format
object "Extract year" that you have just created.
Infor BI: Using ImportMaster 67
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6. Change the name of the "Result" field to "Year" by selecting the Properties of the date format
object and changing the name in the Fields tab.
7. Copy the data format object and modify it so that only the month is extracted from the date.
Connect the "DateOfSales" field to the input field of the new data format object "Extract month".
Here also, change the name of the "Result" field, in this case to "Month".
8. Now create a new dynamic lookup object with the name "Exchange rate" to read the exchange
rates depending on the date and the currency.
9. Drag the "Year" and "Month" fields of the two new date format objects and the "Currency" field of
the new filter into the dynamic lookup object, which is still empty.
10. Create a new output field "ExchRate".
11. Now, in the Source tab of the Properties of the dynamic lookup, create a result set which queries
the "Year", "Month", "ISO" and "ExchRate" columns of the dbo.View_ExchRate view.
12. In the Columns tab, map the fields of the object to the columns of the result set.
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13. Before objects are created that convert the values of the individual measures on the basis of the
exchange rate that has been read, copy the cube object and give the new cube object the name
"LC in EUR SalesCube".
14. Connect the dimension information of the new "data path" to the new cube object.
15. Because we are converting the values to euros, they should always be imported to the "EUR"
element of the "Currency" dimension. Open the Properties of the new cube object. In the
Dimensions tab, you can specify the "EUR" element as the "fixed" element for the "Currency"
dimension.
Objects that have been fully defined and no longer need to be edited can be minimized
by clicking the arrow in the top-right corner.
16. Create a numeric expression object for converting the monetary values.
17. Drag the "ExchRate" field of the dynamic lookup to the empty object.
18. Add a new input field with the name "Value".
@
19. In the Expression tab of the Properties of the numeric expression object, enter the formula and
confirm your settings by clicking OK.
20. Connect the "Value" field of the normalizer object to the "Value" field of the numeric expression
object. Connect the "ExchRate" field of the dynamic lookup object to the corresponding field in
the numeric expression object.
21. Connect the "Name" field of the normalizer object to the "Measure" field of the new cube object.
22. Save the mapping, and start the "Create cube" job.
23. Now check the data in the cube.
24. Now also add a third cube object to the mapping: The values for the local currencies should also
be imported to the appropriate local currency element (USD, AUD, CAD etc.). Do this by creating
an additional cube object with the name "LC CubeSales".
25. Connect the dimension fields of the "LC CubeSales" object to the dimension fields of the second
cube object and the fields for the monetary values of the result set to the measures of the "LC
CubeSales" object.
26. Start the Create cube job again and check the cube.
68 Lesson 9: Creating a Cube and Importing Data
© 2016 Infor Education
Course Summary
Estimated Time
30 minutes
Course Objectives
Describe the purpose of using ImportMaster.
Create and save an import definition.
Identify the main components of the ImportMaster user interface.
Protect an import definition.
Create a relational database connection and use the SQL Query Builder to check the database.
Identify the global folders that apply to all multidimensional databases.
Create a multidimensional database connection.
Create dimensions using the New Dimension wizard.
Create and execute jobs.
Manually create static elements in a new dimension.
Explain the process and characteristics of mapping.
Identify the various source and destination objects used in mapping.
Use the Debug feature in a mapping.
Identify the main programming features of CWScript.
Create a dimension using CWScript and debug a script.
Create a cube.
Import data from a relational table into an OLAP database.
@
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Topics
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Now that you have completed this course, you should be able to:
Course Review
Infor BI: Using ImportMaster 69
© 2016 Infor Education
Course Review
Which of the following is an extract, transform, and load (ETL) layer that facilitates
integration with both Infor and non-Infor source systems?
a)
b)
c)
d)
Application Studio
ImportMaster
DeltaMiner
Consolidation
Infor BI ImportMaster acts as the interface between existing relational database systems
and individual OLAP databases. It is an automated solution for importing data from a
variety of Infor and non-Infor source systems to multidimensional OLAP databases.
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a) True
b) False
Import definition files in Infor BI ImportMaster are saved with what extension?
a)
b)
c)
d)
.imd
.imp.
.def
.idf
In Infor BI ImportMaster, an open import definition appears in a window that is divided into
panes. Connections to source databases that have been defined for the import definition
are displayed in what pane?
@
a)
b)
c)
d)
The Relational Database pane
The Multidimensional Database pane
The OLAP Database pane
The ODBC Database pane
Which of the following statements about relational databases in Infor BI ImportMaster are
true? Select all that apply.
a) The New Relational Database Connection wizard allows you to define the
source database.
b) The relational database indicates where data will be imported from.
c) Infor BI ImportMaster supports all ODBC and OLE DB-capable databases and
the integration of flat files.
d) The structure of a relational database is read in once and will be stored
internally within Infor BI ImportMaster.
70 Course Summary
© 2016 Infor Education
Which SQL Query Builder pane includes a graphical display of the tables used in a query
and allows you to select columns and join tables?
a)
b)
c)
d)
Diagram
Grid
Statement
Result
Which of the following folders display below the Multidimensional Databases icon in
ImportMaster and apply to an entire import definition? Select all that apply.
a)
b)
c)
d)
Jobs
General Scripts
General Mappings
Mail configurations
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When you create a new multidimensional database in ImportMaster, folders for which of
the following appear below the database icon? Select all that apply.
a)
b)
c)
d)
e)
Processing
Dimensions
Cubes
Scripts
Mappings
_______ dimensions are dimensions that are not created from a source. These
dimensions are typically time dimensions or value-type dimensions.
Dynamic
Static
Relational
Multidimensional
@
a)
b)
c)
d)
In Infor BI ImportMaster, which of the following screens only display in the New Dimension
wizard when creating a Time Dimension? Select all that apply.
a)
b)
c)
d)
Time Period for Dimension
Use unknown element
Time Hierarchy
Delete all dimension elements before import
Which of the following statements about relational databases in Infor BI ImportMaster are
true? Select all that apply.
a)
b)
c)
d)
All jobs are displayed in a Jobs folder below Multidimensional Databases.
A job is used to create and populate cubes and dimensions.
Jobs can be programmed to run at periodic intervals.
Jobs can be started manually.
Infor BI: Using ImportMaster 71
© 2016 Infor Education
Which of the following elements can be manually created for a dimension by right-clicking
the Elements folder below a dimension? Select all that apply.
a)
b)
c)
d)
N Element
C Element
S Element
R Element
Mapping makes it possible to carry out an import without using scripts.
a) True
b) False
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Which of the following are source objects used when mapping in Infor BI ImportMaster?
Select all that apply.
a)
b)
c)
d)
Dimensions
Cubes
Logging
Result Sets
Mapping always involves one or more source objects and a single destination object.
a) True
b) False
When using CWScript with ImportMaster, comments always begin with __________.
@
a)
b)
c)
d)
Square brackets([ ])
A semicolon
The number sign (#)
The dollar sign ($)
When using CWScript with ImportMaster, commands that return a value must be placed in
square brackets ([ ]) to ensure that substitution works correctly and the return value can be
obtained. If the return value for an individual command is not clearly described, as a
general rule, every command that is executed correctly returns what value?
a)
b)
c)
d)
0
1
2
10
72 Course Summary
© 2016 Infor Education
A missing reference is a typical error that occurs when importing data. Which of the
following provides an automated method of error handling when there are missing
references?
a)
b)
c)
d)
Creating a script
Resetting the data area in a cube
Using an unknown element
Protecting an import definition
Jobs in ImportMaster should be scheduled and run automatically. Import definitions can be
scheduled to start automatically by which of the following? Select all that apply.
The ImportMaster Service Manager
The ImportMaster Remote Console
The IMRUN runtime module
The SQL Query Builder
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a)
b)
c)
d)
Infor BI: Using ImportMaster 73
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