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The SQL Wizard leads you through the creation of metadata. The Upload Wizard leads you through the process of uploading a file from your local machine to the server. The Quick Copy Wizard lets you load a new file, replace an existing file, or append a new file to an existing file.
After each process is complete, the wizard lets you run or save a test query and schedule or email the final output.
For information about the Quick Copy Wizard, see the DataMigrator User’s Guide.
The SQL Wizard provides a step-by-step process for creating a summary table or cluster synonym and running a report. The wizard enables you to:
The SQL Wizard displays these steps on the ribbon or in the navigation pane, as shown in the following image.
When you complete a task, the wizard automatically moves to the next step.
To exit the wizard and return to the full console, click Full Console.
The Wizards pane opens, as shown in the following image.
Note: You can click any of the column headings to sort the available adapters.
The Add Adapter to Configuration pane opens. Enter the parameters for the specific adapter and click Configure. For information on the parameters, see the Adapter Administration manual.
The Add Connection pane opens. Enter the parameters for the specific adapter and click Configure. For information on the parameters, see the Adapter Administration manual.
Note: You can click any of the column headings to sort the available connections.
The Change Connect Parameters pane opens. Change the parameters for the specific connection and click Configure.
After completing the Connection step, the wizard moves to the Import Metadata step where you can create one or more synonyms.
The Select connection to create synonyms pane opens, as shown in the following image.
Note: You can click the Adapter or Connection column to sort the available adapters.
The Select Synonym Candidates pane opens.
For additional information on the parameters, see the Adapter Administration manual.
The Create Synonym page opens.
You can select or enter values for:
The synonyms are created in the application directory, as indicated on the Create Synonym Status page.
For more information about synonym creation parameters, see the chapter for your adapter in the Adapter Administration manual.
The wizard moves to the Joins step.
After you have created synonym(s), the wizard moves to the Joins step where you can select one or more fact tables or a single table, as shown in the following image.
The Select Synonyms to be added for the Star Schema pane opens, as shown in the following image.
The wizard moves to the Measures and Dimensions step.
After completing the Import Metadata and Joins steps, the wizard moves to the Measures and Dimensions step. This step creates measure groups for the selected fact tables and dimension hierarchies, based on name pattern matching and date-time analysis.
The Categorize Fields into Measures, Dimensions and Hierarchies pane opens, as shown in the following image.
To show both the Column/Table View and the Measure/Dimension/Hierarchy View, click Show Hidden. This view is shown in the following image.
The alphanumeric columns are categorized as dimensions and hierarchies, and the numeric columns are categorized as measure groups and measures.
All of the options are described in the help text on the page.
The Save As dialog box opens.
The Create Test Query pane opens.
The Create a Test Query page has two panes, as shown in the following image.
The left pane lists the data available for the query. The right pane has categories in which you can place the data for summation, sorting, and filtering.
If you clicked Save As, the Save As dialog box opens. Assign a name for the query, and click OK.
If you selected Run, the query runs and the results display in a new tab.
The Run, E-Mail, Schedule pane opens, as shown in the following image.
The Submit procedure with E-Mail pane opens, as shown in the following image.
The Manage Schedule and E-Mail for procedure pane opens, as shown in the following image.
For information on email and scheduling options, see Sending an E-mail Notification for a Procedure and Scheduling a Procedure.
How to: |
The Upload Wizard enables you to upload files from your local machine to server application folders and to load them into a DBMS for use in creating synonyms and reports. You can then run a report with or without email, or schedule it.
The wizard enables you to:
The Upload Wizard displays these steps on the ribbon or in the navigation pane, as shown in the following image.
When you complete a task, the wizard automatically moves to the next step.
The Wizards pane opens, as shown in the following image.
The Upload Wizard opens to the Upload pane, as shown in the following image.
Note: Wait until the file is completely uploaded before trying to use it. The upload progress is indicated by the progress bar.
The synonym creation screens will vary, depending on the type of file uploaded.
You can select or enter values for the following attributes;
The Target Parameters that display depend on the target adapter you select, If the target adapter is a relational data source, a Target Connection parameter will appear and, if supported by the adapter, a bulk load option. If the target adapter is a delimited flat file, Field Delimiter, Enclosure, and Header parameters will appear,
You can enter or select values for the following attributes;
The Target Parameters that display depend on the target adapter you select, If the target adapter is a relational data source, a Target Connection parameter will appear and, if supported by the adapter, a bulk load option. If the target adapter is a delimited flat file, Field Delimiter, Enclosure, and Header parameters will appear,
The synonym is created.
The Measures and Dimensions pane opens.
To exit the Upload Wizard, click Full Console.
The Upload Wizard categorizes the objects in the synonym into measures, dimensions, and hierarchies.
The Column View on the left shows the uploaded file, as shown in the following image.
On the right, the columns have been categorized as measures, dimensions, and hierarchies.
The Save As dialog box opens.
The wizard moves to the Test Query step and opens the Create Test Query pane.
When the Wizard moves to the Test Query step, the Create Test Query pane opens, as shown in the following image.
You can move the query pane to the bottom or right by selecting the location from the Output drop-down list.
You can use the Modeling View tab to create a join and the Output Format tab to select an output format for the query.
If you clicked Save As, the Save As dialog box opens so that you can save the query. A status page shows whether the query was saved successfully.
If you clicked Run, the report output is displayed, as shown in the following image.
After you have created a test query with the Upload Wizard, you can run the procedure, submit it to run with email, or schedule it.
The Run, E-Mail, Schedule page opens, as shown in the following image.
The Submit procedure with E-Mail pane opens.
For information on email and scheduling options, see Sending an E-mail Notification for a Procedure and Scheduling a Procedure.
To exit the Upload Wizard, click Full Console.
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