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BrioQuery 6.0
What’s New in BrioQuery 6.0 © 1999 Brio Technology, Inc.
Refer to the Brio Technology License Agreement in this package before
installing or using the product. This product and related products and
documentation are protected by copyright and are distributed under
licenses restricting their use, copying, distribution, and decompilation.
No part of this product or related documentation may be reproduced in
any form by any means without prior written permission of Brio
Technology, Inc., and its licensors.
Brio Technology, Inc.
3460 West Bayshore Road
Palo Alto, CA 94303
(650) 856-8000
support@Brio.com
sales@Brio.com
www.Brio.com
For updates and corrections, see www.brio.com/documentation
Trademarks
Trademarks: Brio Enterprise, BrioQuery , BrioQuery Designer ,
TM TM
TM TM TM
BrioQuery Explorer , BrioQuery Navigator , Brio.Quickview ,
Brio.InsightTM, BrioQuery.Server™, Brio OnDemand Server™, Brio
Broadcast Server™, and Brio Enterprise Server™ are trademarked or
registered names. All trade names of companies and products used in
this book are registered trademarks or trade names of their respective
holders and are used in an editorial fashion only, with no intention of
infringement of any kind.
Acknowledgements
Written by Dan Jewett. Edited by Andreas Ramos, Technical Publications
manager.
PN 1200051 (Rev. 6/1999)
Contents
Preface ................................................................................................... ix
2 Data Access....................................................................................... 5
OLAP Query...................................................................................................5
Overview.................................................................................................5
Offline Access to OLAP Server Data.....................................................7
Flexible Query Options ..........................................................................7
Hardwire vs. Process Query Mode .......................................................7
Double-click Drill Down and Drill Up..................................................8
Level Skipping ........................................................................................8
Slicer Tool................................................................................................8
Member Selection ...................................................................................8
iv Contents
Programmability and the Object Model..............................................26
Script Building Tools............................................................................28
5 Server Enhancements..................................................................... 43
Brio OnDemand Server ...............................................................................43
Enhanced Scalability ............................................................................43
Load Balancing and Failover ...............................................................44
Application Look and Feel...................................................................44
Local Browser Values Available to Plug-in Scripting ........................47
Log Files and Options ..........................................................................47
Brio Broadcast Server...................................................................................48
Storing Brio Broadcast Server Documents in the File System ...........48
Email Signature Customization...........................................................48
Index 53
vi Contents
Figures
Figure 1 New Look and Feel shows the Document Map, Section Bar, and browser-
style navigation. ...................................................................................................2
Figure 2 The new OLAP Query section allows users to quickly view data from high
performance servers.............................................................................................6
Figure 3 The Filter Box is one way to access server-side functions such as top N, top
N%, and others. ....................................................................................................9
Figure 4 A document with three queries and a Data Model. They use two RDBMSs
and one OLAP server.........................................................................................11
Figure 5 A chart built from the Sales Query. The user is about to use Drill to Detail
which will automatically build and run a new, limited query in the
background.........................................................................................................15
Figure 6 The new Remarks interface can display as many descriptions for Topics and
Items as needed. .................................................................................................17
Figure 7 The new Remarks interface can display as many descriptions for Topics and
Items as needed. .................................................................................................18
Figure 8 An example of a Web-ready Analytical Application built with BrioQuery 6.0.22
Figure 9 EIS Controls........................................................................................................24
Figure 10 EIS Object Models ..............................................................................................26
Figure 11 Using the BrioQuery object model from the Visual Basic for Applications
editor within Excel 97. .......................................................................................27
Figure 12 Report Designer’s Interface ...............................................................................32
Figure 13 The Expression Bar.............................................................................................34
Figure 14 Pre-computed Fields ..........................................................................................35
Figure 15 Table section derived from Results section with rich formatting and break
totals to display the top five ranked product sales for Q1 1999. .....................37
Figure 16 Computed Columns...........................................................................................39
Figure 17 Brio OnDemand Server’s HTML Start Page.....................................................45
Figure 18 Search Capability in Brio OnDemand Server...................................................46
ix
x Preface
1 User Interface
User Interface
Overview
The BrioQuery client experience has been greatly enhanced by the
introduction of a new, easier than ever user interface. While retaining the
defining characteristics and being immediately recognizable as Brio, the
interface has been modernized and streamlined. The overhaul is more
than skin-deep -- although it is quite visually pleasing, the re-design was
undertaken to enhance usability in general, and specifically to allow
more sophisticated features to be exposed in a user-accessible manner.
The most noticeable visual change is the replacement of the document
section tabs across the bottom of the screen with the vertical Document
Map at the left-edge of the screen. This new Document Map provides for
quicker navigation of the sections within the document, especially for
documents with many sections.
1
Figure 1 New Look and Feel shows the Document Map, Section
Bar, and browser-style navigation.
Source-Left, Target-Right
A new paradigm for creating content has been introduced. The area on
the left, below the Document Map, is the Catalog Pane. New users
simply need to be taught to drag items from this source area on the left
and drop them in the Content Pane on the right. The Content Pane may
be a Data Model, a Query, a Report, a Pivot, a Chart, or an EIS section.
General Options
Several general options have been added to make working with
documents easier. These settings include:
OLAP Query
Overview
BrioQuery 6.0 introduces a powerful new section for navigating
(querying) multidimensional databases (MDD.) When connecting to a
multidimensional database (MDD,) the document immediately opens an
OLAP Query section. The OLAP Query section displays the structure of
the MDD as a hierarchical tree in the Catalog Pane. Queries are built by
dragging dimension members and measures directly into the Outliner.
This method of querying fills a Pivot-style structure directly with the
slice of the cube retrieved from the MDD.
The OLAP Query section leverages the power, speed, and calculation
engine of the MDD servers it connects to by retrieving ‘slices’ of the cube
as requested. Each addition to the OLAP Query pivot report re-queries
the MDD for a new slice. This interactive connection to the MDD
requires an active connection to the database.
5
Figure 2 The new OLAP Query section allows users to quickly
view data from high performance servers.
Level Skipping
Typical MDD Query tools require queries to include all levels of a
dimension from the top down to the desired level of granularity. For
example, when querying the Time dimension, a user must start at ‘Year’,
then go to ‘Quarter’, then go to ‘Month’. BrioQuery is different. While
certainly supporting this navigation, BrioQuery users can skip levels! For
example, an OLAP Query may jump directly from Year to Month in the
Time dimension.
Slicer Tool
The Slicer tool is an easy way to limit the scope of the server cube from
which you are requesting data. The Slicer defines a logical slice of the
server cube by instructing the server to ignore all values that are not part
of your slice. For example, if you wanted to limit the view of a cube to
just data for 1998, you would drag the member value ‘1998’ from the
‘Year’ dimension into the Slicer tool. The member values in the Slicer do
not appear in your report as a top or side label.
Member Selection
Member selection is another way to limit the data retrieved form the
server cube. Member selection is similar to the Slicer, with the key
distinctions that member selection introduces the member value in your
report, and multiple members may be selected from a single hierarchy. A
Filter Box
The Filter Box lets users define limits to the report after levels have been
introduced into the report. Double clicking on a level name in the
Outliner will display the Filter Box. The Filter Box allows setting
comparison operators on the values for that member. Additional server
specific functions are available in the Filter Box. Each OLAP server
supports a native list of powerful server-side analytical functions.
Query (Relational)
Subqueries
Using the result from an inner query as the value of a limit for an outer
query is called a subquery. This allows for comparisons such as “find all
states whose total population is greater than the average state
population.” The inner query is needed to calculate the average state
population, while the outer query uses that value to limit the retrieval of
state names.
In BrioQuery, the Limit dialog box is used to start a subquery. Selecting
the Advanced button will expand additional options, including the
subquery option that introduces an additional Query section in the
document. This new query can include as many limits and other query
techniques in the subquery as needed. When you process the query, the
subquery is included in the SQL sent to the database.
Correlated Subqueries
A correlated subquery is related to the subquery in that it uses an inner
query to feed result values to the outer query. A normal subquery
executes the inner and outer queries once, returning the value(s) from
the inner query to the outer query. A correlated subquery executes the
inner query multiple times, once for each row returned by the outer
query. BrioQuery supports the graphical building of correlated
subqueries by introducing the outer query back into the definition of the
inner query in the subquery building process.
Limit Joins
A limit join is a more advanced form of the BrioQuery local join. Rather
than independently running two queries and then locally joining the
data at the desktop, a limit join runs the first query to retrieve a list of
values and then uses those values in a limit on a column in the second
query. The limit join processes the queries separately; meaning two
different databases may be used. For example, a query may be run from
an inventory table in an Oracle database to retrieve a list of part numbers
Drill to Detail
With Drill to Detail, users may drill into items that are in the current
Data Model but not on the request line. This gives interactive querying of
the database from the pivot or the chart section. When Drill to Detail is
selected, a copy of the current report and associated Data Model is
automatically added to the document where these modifications are
made. This copy is made to preserve the original query and report. Drill
to Detail additionally applies limits to the new query based on drill
selection. This allows Brio to scale more elegantly to much larger fact
tables by only retrieving a small number of rows for highly aggregated
data. For example, the original query may include ‘product family, by
quarter, by region’ and then allow the user to drill further to see a
particular product family in a particular region by month.
Connectivity
Connection Wizard
A new Connection Wizard has simplified the process of creating
connection files (OCEs.) The user is stepped through the process of
selecting middleware and databases, and any optional or advanced
settings, such as metadata, that they wish to use. The often confusing
process of getting connected to a database is easy now with the Wizard.
Overview
A major new initiative is the development of the BrioQuery 6.0 to be the
foundation for users to build and deploy analytic applications.
Analytical applications focus on delivering significant prepackaged
business content that is encapsulated within an application. With
BrioQuery 6.0, customers and independent software vendors can
leverage their knowledge of industry-specific best practices and
assemble their own analytical applications for deployment to end users
via the Web.
21
Figure 8 An example of a Web-ready Analytical Application built
with BrioQuery 6.0.
EIS Section
The EIS section of Brio documents supports robust application building.
Three significant focus areas within the EIS section open up a range of
possibilities for constructing analytic applications:
• Embedded Sections include live Brio report components into EIS
displays.
• Extended EIS Controls contains a wide array of controls to include in
an application interface.
Embedded Sections
Brio reports (Pivot, Chart, Results, Table, and OLAP Query sections)
may be embedded into an EIS section. For example, if you embed a chart,
the chart will be visually drawn on the EIS screen. All embedded reports
keep a live connection with the data content and the formatting from its
original section. Reprocessing the query or modifying the original report
will automatically update both the content and display of that report in
the EIS section.
Embedded reports carry a property defining them as view-only, active,
or a hyperlink to the original.
• View-only reports are a static image of the report on the EIS. It
appears as currently defined in the original section. The user has no
interaction capabilities with the report.
• Active reports allow the user to interact with the report directly in
the EIS section simply by clicking on the report. Clicking a live
report activates it in-place for drill down, pivoting, and other
common analysis functions.
• Hyperlink reports follow the browser model of a single-click
jumping directly to the original section.
Embedded reports may be sized independently to facilitate the layout of
the EIS section. In a chart section, the chart will display in the full
Layout Aids
Several new layout aids have been introduced to support precise
positioning of EIS controls.
• Rulers: Horizontal and vertical rulers are available to assist with
lining up items based on precise units of measure. To turn the ruler
on, select the menu item under the EIS menu. The ruler measure may
be set to inches, centimeters, or pixels by clicking on the measure
indicator at the intersection of the rulers.
• Grid: A layout grid automatically snaps all objects to the closest grid
spot. The grid may be turned on/off from the menu item under the
EIS menu.
• Design Guides: Design guides are similar to grids in that objects are
automatically snapped to line up with the design guides. Design
guides are placed at user-specified locations in the workarea. The
design guides appear as a blue line across the work area. Design
guides can be dragged to a new location. Multiple design guides
may be added by dragging from the ruler into the work area.
• Same Width/Height: Any two objects may be automatically resized
to the same width and/or height. When selecting multiple objects,
the width/height of the first object selected will be the reference for
resizing the objects.
JavaScript
JavaScript is the new scripting language for all of the BrioQuery
products. BrioQuery 6.0 has the Netscape JavaScript interpreter (version
1.4) embedded into the application. This addition allows application
developers to use the full functionality of this powerful, easy-to-learn
Script Editor
Right-clicking an object in the EIS section and selecting the Scripts menu
choice will display the built-in Script Editor, a basic editor window used
to attach JavaScript to an EIS object.
Object Browser
While writing scripts, the left side of the Script Editor window displays
the Object Browser. This is a tree control of the objects, methods, and
properties available to be included in the script. The object browser is
dynamic, displaying the active state of the objects available in the
application at any point in time. Double-clicking a method or property in
the object browser inserts the JavaScript command to reference that
method/property into the script editor window.
For example, to write a script to hide the toolbars from display, navigate
the Object Browser and double-click on the Visible property of the
Standard Toolbar, which inserts the correct JavaScript reference. Your
remaining script work is to type “= false” after the reference, then repeat
the steps for the remaining toolbars.
Report Designer
Overview
The Report Designer in BrioQuery 6.0 replaces its predecessor, the Detail
section. The design goals for the new Report Designer allow Brio users to
create more complex report layouts then ever before, yet to retain the
ease of use and highly intuitive visual building process. The strict
adherence to banded report layout has been lifted, allowing a more free
form and flexible layout of reports. The Report Designer retains
knowledge about categories and break-style boundaries, since those
concepts are the backbone of reporting. Extended functionality allows a
user to introduce new types of elements to create robust, complex, pixel-
perfect reports.
31
Figure 12 Report Designer’s Interface
Older documents with Detail reports will not be lost – the detail reports
will be opened and displayed in read-only mode. To modify an existing
Detail report, it must first be converted to the new Report format.
Selecting the menu item Convert to Report from the Detail menu will
automatically convert the report. It is anticipated that the overwhelming
majority of Detail reports will be translated without problem, but it is
unavoidable that a few reports will not be able to migrate cleanly.
Report Components
The report structure is divided into group headers and body areas, with
each body area typically holding a table of data. Tables are created with
dimension columns and fact columns, where the distinction is typically
Layout
The visual construction of reports has several aids to facilitate layout:
• Page Layout Mode
Reports are displayed in a page layout mode, showing report
pagination, margins, headers, and footers.
• Report Setup
User-defined settings for page orientation, margins, number of
columns, and sizes of multi-column reports are available to identify
page sizes and formats.
• Headers/Footers
Headers and footers are treated as normal report areas allowing full
customization of the contents, including the introduction of other
report elements (Pivots, Charts…) text labels, and computed fields.
Special predefined computed fields are available to easily introduce
page number/total pages, date saved/processed/printed, date/time
now, and file/report names.
• Section Boundaries
Optional boundary lines for the group regions, header/footer
regions, and body areas may be displayed to make clear where the
respective areas begin/end for layout purposes.
• Design Tools
Advanced Features
• Multiple Data Sources
Reports may be created which contain data from multiple, possibly
unrelated queries. In addition to including multiple tables in the
report (these tables may be from the same or different queries,) the
data in a single table may be ‘joined’ across queries in the report.
When using columns from multiple result sets in a single report
table, the report engine will match the data based on any common
keys found.
• Computed Fields
The new Expression Bar is a quick access line in the Report Designer
for building computed expressions. In addition to the built-in
functions that the expression bar exposes, JavaScript expressions
may be written to derive more advanced calculations.
• Pre-computed Fields
Sets of predefined computed fields are available to quickly introduce
common values into the report, including Page Number/Total, Date
Saved/Processed/Printed, Date/Time Now, and File/Report name.
Overview
The Table is a new type of report section introduced in BrioQuery 6.0.
Tables are used to display tabular reports. While these reports can be
viewed and printed in their own right, they will most often be used as
building blocks for Report sections, EIS sections, and even other Table
reports. Tables are built by introducing items from a Results section in
the Catalog Pane to the Table section Outliner. Tables are single
dimension reports – displaying a data-grid view that can be richly
formatted. The Results section also uses this new formatting engine.
When a query is processed, the returned data is loaded into the Results
section. All of the returned Items are automatically loaded into the
Results section Outliner. This provides users with an immediate view of
the data grid. The Results section is a special version of the Table object,
serving as the highest level in the data chain. Limits, computed columns,
Table Level
• Hide/Show - column titles, row numbers
• Totals – display break and grand totals below data
• Border – line width, color
• Background – primary and alternate row colors, alternate row
frequency
• Gridlines – line width, style, color properties for row and column
gridlines
Column Level
• Suppress duplicates
• Font – name, size, style, color
• Number format
• Alignment – horizontal, vertical, and text wrap
Chart Section
General Additions
Many high-value formatting aids have been added to the Chart section.
Changes include:
• Logarithmic Axis Scaling
The value axis may now be scaled on a base-10 log scale. This allows
large data values to be plotted in a more comprehensible manner.
• Legend
The chart legend can now be freely resized to make best use of either
horizontal or vertical space within the chart area.
• Hover Tips
Hover tips have been introduced to display information about the
category and values of bars, line points, and pie slices. Pause the
mouse over a pie slice or a bar and a hover tip will appear to provide
feedback on the underlying value of that element.
• Chart Type Palette
A chart-type palette has been introduced as a separate gadget from
the Outliner. This palette is located on the Section Toolbar, which
can be turned on by selecting it from the View menu.
• Line Values
Pivot Section
General Additions
• Statistical and Numeric functions
The new statistical and numeric functions added to the Results
section are available for use in computed columns in the Pivot
section. Refer to the Computed Columns section in the previous
page of this document for details.
• Predefined Drill Paths and Drill to Detail
Drill down along Predefined Drill Paths is available in Pivot reports,
if the drill paths have been defined in the Data Model. If Drill to
Detail has been enabled in the Data Model, the Pivot shortcut menu
will include the option to transparently drill back to retrieve more
data from the database. Refer to the Relational Query highlights in
this document for details on these new features.
• Color Control
Enhanced Scalability
Brio OnDemand Server scalability has been significantly enhanced.
Scalability improvements are found in both performance of query
processing and reduction of the system resources used by the Brio
OnDemand Server. Three key changes are responsible for the increased
scalability:
• The BrioQuery Daemon, which performs the database transactions
for the Brio OnDemand Server, has been streamlined to remove
unneeded function calls. This has resulted in decreasing the daemon
startup time and increasing database transaction performance, all
while decreasing the system resources used. This change also
eliminates the need for third party XVFB software on UNIX systems.
• The Brio OnDemand Server now streams documents from disk
directly back to the client rather than performing a more resource
and time expensive open action by a server-based BrioQuery
Daemon. This results in less work on the server and faster response
for clients.
• In version 6.0, the Brio OnDemand Server performs file serialization
inside the Node component rather than calling an external
serialization routine. This increases performance.
43
Load Balancing and Failover
The Brio OnDemand Server now supports load balancing and failover
across a cluster of servers. Each Brio OnDemand Server cluster is
comprised of a Manager and one or more Nodes. Transaction requests
are all received by the Manager, which distributes the request to one of
the Nodes in the cluster. If a Node fails while performing a transaction,
the manager automatically forwards the request to a different Node in
the cluster.
The configuration of hardware in the cluster is scaleable to allow
virtually unlimited expansion. The physical server where the Manager is
installed may also serve as a Node. Additional Nodes must each reside
on separate physical servers. Mixing a Windows NT Manager with
Windows NT and UNIX Nodes is fully supported.
The configuration information, documents and connection files are
automatically replicated from the Manager to all Nodes in the cluster.
Search Capability
The document list now includes a search capability. The floating
document window includes a search field to allow searching for
documents containing any arbitrary text string in the document name or
description. Search results are displayed as a list of hyperlinks along
with the descriptions of the documents.
SSL Support
Brio web clients now support SSL for all Brio OnDemand Server
communications with SSL-enabled web servers. This includes re-
processing a query to retrieve new results (a capability not supported via
SSL in prior releases.) The Brio web clients include encryption software
licensed from RSA Data Security, the leading supplier of SSL encryption
software. SSL support is transparently built-in for 64-bit keys, with a
server-side option to enable 128-bit keys.
Setup
Enhanced Upgrading
The server setup program identifies prior installations and upgrades
them.
Improved Uninstall
The server setup program will now uninstall all of the components of the
OnDemand and Brio Broadcast Server, including the removal of their
Windows NT services. Additionally, uninstall on UNIX has been
upgraded to be more intelligent and complete.
1 D
128-bit keys, 49 Data Model, 3
Default document directory, 3
Design
6 Guides, 25
64-bit keys, 49
Tools, 33
Detail section, 31
A Document list array, 46
Active reports, 23 Document map, 1, 3
Alternate metadata connection, 17 Drill Down, 8
Analytic applications, 21 Drill to Detail, 14, 41
Apache Web servers, 50 Drill Up, 8
Applix TM1, 7
Ardent DataStage, 16
E
EIS section, 3, 22
B Email signature customization, 48
Banded report layout, 31 Embedded sections, 22, 23
bqoem.ini, 50 Encryption, 49
Break totals, 36 Epoch setting, 4
Brio OnDemand Server, 43 Essbase 5.x on Windows and UNIX, 19
Brio Web clients, 49 Excel, 27
BrioQuery Daemon, 43 Execution windows, 28
Broadbase, 16 Expression bar, 34
Extended EIS controls, 22, 24
C
Catalog pane, 3 F
CGI Web Broker, 50 Failover, 44
Chart File serialization, 43
Section, 3, 40 Filter box, 9
Chart type palette, 40 Floating document list, 45
Color control, 41 Floating toolbars, 3
Computed columns, 39 Folder structure, 47
Computed fields, 34
Connection files, 17
Console windows, 28
G
Grand totals, 36
Convert to Report, 32
Grid, 25
Cookies, 47
Correlated subqueries, 13
Customization by OEM, 50 H
Customization of email signature, 48 Hardwire query mode, 7
54 Index
Report setup, 33 Subqueries, 13
Reports Supported databases, 6
Problems with migration, 32
Resizing of objects, 25
Results Section, 35
T
Table formatting, 38
RSA data security, 49
Table Section, 35
Rulers, 25
Toolbars, 3
S U
SAP BW, 7
Uninstall, 50
SAS MDDB, 6
Unions and subqueries, 12
Scalability, 43
UNIX Web server support, 50
Script building tools, 28
Upgrading, 50
Script Editor, 28
Search capability, 46
Section V
Chart, 3, 40 View-only reports, 23
EIS, 3 Visual Basic for Applications, 27
Embedded, 23
Pivot, 3, 41
Query, 3
W
Web client scheduling capability, 49
Report, 3
WhiteLight, 6
Results, 35
Wizard
Table, 35
Meta connection, 16
Section bar, 3
Wizard, 47
Section boundaries, 33
Connection, 16, 17
Security, 49
Slicer tool, 8
Snap In metadata templates, 16 Y
SSL support, 49 Y2K, 4
Statistical and numeric functions, 41
Statistical functions, 39
Stored procedures, 18
Z
Zero-Admin Code, 47
Storing Brio Broadcast Server documents, 48