Necto TrainingModule 6: Necto Data Sources and Universal Data Connector (UDC)

Objectives

By the end of this lesson you will be able to:

Create a New View Manage Data SourcesManage Models

Agenda

What is Panorama Necto Universal Data Connector (UDC)Defining Data SourcesDefining ModelsDefining Views

What is Panorama Necto Universal Data Connector (UDC)

Source, operational raw data

Modeling, aggregations, semantics

Business Logic and Security

Necto

MS SQL

Oracle

SAP

SSAS

Flat Files

Applications

Analysis Services

Necto Universal Data Connector- Data Connectors- Modeling Engine- Data Management

Necto BI Server- BI MDX/DAX Engine- Business Logic- Security- Administration,

cache

WorkboardsPowerPivot

Panorama Necto Architecture

Data Sources

Analysis Services Cubes (OLAP)UDC extends Necto’s ability to connect to non-OLAP data sources

Relational databases, such as: SQL Databases, Oracle Databases and moreFlat files (Excel / CSV)

Additional Data Sources supported by Necto

MS Reporting Services

MS PowerPivot for Excel 2010

Necto Data Model

Date SourcesDefine connectivity properties, such as loginDefine source query

ModelsAdd Semantics to the data for better analysis (Measures, Attributes, Hierarchies, etc.)

ViewsConnect to your model, display the data

Analysis Services

Flat Files Reporting Services

Power Pivot

Relational Databases

Definition Process

Define Data Sources

Define Models

Define Views

Defining Data Sources

Define Data Sources

Define Models

Define Views

Data Source and Model Definition Click to enter

definition page

1. Define the Data Source

2. Define the Model

Creating a New Data Source

Data Sources are organized in folders:• Public• Private• Other User’s

Can create sub folder

Share or set permissions

Select Data Source type

Analysis Services Definition

Select a server

Select a database

Edit connection string

Add parameters

Don’t forget to Save, when done

Relational Data Source Definition

Enter connection parameters

Select a database

Click to enter a query - mandatory

Query Builder

Drag table or view to query

Check syntax

Run query

Write query here

Excel or CSV Data Source

.xls .xlsx – can select sheet

.CSV – First sheet only

Reporting Services Definition

Exercise 1 – Creating a Data Source

Create an Excel Data Source using the file 06_Sample_data_source.xls

Defining Models

Define Data Sources

Define Views

Define Models

Model Definition

After defining a Data Source, you need to define a Model for it

Creating a New Model

Select a folder to create model in

Select New

Select a Data Source

Creating a Model for Excel Data Source

Order of definition

Columns in the Excel file

Model definition process for Relational database is similar to that of Excel

My World

1.Select columns to be included in the model

2. Click on Measures to continue to next definition page

Measures

All numeric values are displayed.Select the ones that are measures.

For each measure, you can select format and aggregation type

Date and Time

Click to add a Hierarchy

Hierarchies

Drag to change order

Drag fields to Hierarchy

Click Apply

Filter

Select a field and available values will be extracted from excel

Summary

Exercise 2 – Creating a Model

Create Model for the Excel Data Source

Using Data Sources in View Definition

Define Data Sources

Define Models

Define Views

Defining Views

1. Edit a Workboard

2. Add a view component

3. Edit the view component

Creating a New View Component

Open ExistingCreate New:

New View Based on: Analysis Services

New View Based on: Necto UDC (Model)

New View Based on: Necto UDC (Model)

Using Excel as Data Source

We have seen 2 methods of using Excel. What is the difference?Defin

e Data Sources

Define Models

Define Views

Define Views

If you do not define the excel as a Data Source and define a Model – you will not be able to define Measures, Attributes, Hierarchies, etc

New View Based on: MS SQL Reporting Services

New View Based on: Power Pivot

Review

What are the types of Data Source Panorama Necto can access?Can many Models be based on a single Data Source?Can a Model be reused in the future?Can Data Sources be publicly shared?

Exercise

Use an Excel sheet to:Create a Data SourceCreate a ModelUse the Model in a new View

Create an additional View: This time use Excel directly as the Data Source

Thank youAny Questions?