Tuesday, July 11, 2017

Create Universe in IDT


Step 1 : Create Project
File - New - Project : Project gets created. There will be folder with the name of the project created.

Step 2: Establish Connections
Go to the Repository Resources ( LHS Downpane ) - Connections. Look for the connection needed and right click on it - Create Relational Connection Shortcut - It will give a pop up for the available projects and select the project you want to add the connection. Once this is done you will be able to read data from the tables from the connection. You can add multiple connections to a single project.

Step 3: Data Foundation
Right click on the project folder and create Data Foundation. Give a name to the data foundation and in the next screen select if it a Single Source or Multiple Source Enabled.
Select the connections you need and in the next screens you can design ( different colors, descriptions) how you want the tables to look like from different connections.

In the data foundation , you can add all the tables you want to use in the Universe. There is a search option available to look for tables.
Once the tables are added you can either use all the fields in the table or only specific fields can be selected from the table ( Double click the table and you can select the fields ).

If you right click on the table, it will give list of various operations you can do on the table. In the 'Insert' option, you can insert Alias Table Or Derived Table Or View From Selection.

Step 4 : Business Layer
Right click on Project and create the Business Layer. Select the type of datasource for the layer ( Relational Data Foundation Or OLAP Connection ).

The name of the Business Layer becomes the name of your universe.
Select the Data Foundation to be used in the business layer.

Here you can also create sample queries to play around the data to see if the right results are coming from the dataset.

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