07 necto data_sources_ready
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This document provides an overview of creating data sources, models, and views in Necto Training Module 6. The key points are: - Necto can connect to various data sources including SQL databases, Oracle, flat files, Excel, and more using its Universal Data Connector (UDC). - Data sources must first be defined by specifying connection properties. Models can then be created using semantics like measures, attributes, and hierarchies to structure the data. - Views are built by connecting to existing models to display the analyzed data. Views can be added to workboards for reporting and analysis. - The training module walks through exercises to create an Excel data source, corresponding model, and sample views
07 necto data_sources_ready
- 1. Necto Training Module 6: Necto Data Sources and Universal Data Connector (UDC)
- 2. Objectives By the end of this lesson you will be able to: Create a New View Manage Data Sources Manage Models
- 3. Agenda What is Panorama Necto Universal Data Connector (UDC) Defining Data Sources Defining Models Defining Views
- 4. What is Panorama Necto Universal Data Connector (UDC)
- 5. Panorama Necto Architecture Source, operational Modeling, aggregations, Business Logic and Necto raw data semantics Security MS SQL Oracle Analysis Services SAP PowerPivot Workboards Necto BI Server SSAS - BI MDX/DAX Engine - Business Logic - Security - Administration, cache Flat Files Necto Universal Data Connector - Data Connectors Applications - Modeling Engine - Data Management
- 6. 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 more Flat files (Excel / CSV) Additional Data Sources supported by Necto MS Reporting Services MS PowerPivot for Excel 2010
- 7. Necto Data Model Date Sources Define connectivity properties, such as Analysis Flat Files Reporting Power Relational Services Services Pivot Databases login Define source query Models Add Semantics to the data for better analysis (Measures, Attributes, Hierarchies, etc.) Views Connect to your model, display the data
- 8. Definition Process Define Data Sources Define Models Define Views
- 9. Define Data Sources Define Models Define Views Defining Data Sources
- 10. Data Source and Model Definition Click to enter definition page 1. Define the Data 2. Define the Source Model
- 11. Creating a New Data Source Data Sources are organized in folders: • Public • Private • Other User’s Can create sub folder Select Data Share or set Source type permissions
- 12. Analysis Services Definition Don’t forget to Save, when done Select a server Select a database Edit connection string Add parameters
- 13. Relational Data Source Definition Enter connection parameters Select a database Click to enter a query - mandatory
- 14. Query Builder Check Run syntax query Drag table or view Write query here to query
- 15. Excel or CSV Data Source .xls .xlsx – can select sheet .CSV – First sheet only
- 17. Exercise 1 – Creating a Data Source Create an Excel Data Source using the file 06_Sample_data_source.xls
- 18. Define Data Sources Define Models Define Views Defining Models
- 19. Model Definition After defining a Data Source, you need to define a Model for it
- 20. Creating a New Model Select a folder to create model in Select New
- 21. Select a Data Source
- 22. 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
- 23. My World 1.Select columns 2. Click on to be included in Measures to the model continue to next definition page
- 24. Measures All numeric values are displayed. Select the ones that are measures. For each measure, you can select format and aggregation type
- 25. Date and Time Click to add a Hierarchy
- 26. Hierarchies Drag fields to Drag to change Hierarchy order Click Apply
- 27. Filter Select a field and available values will be extracted from excel
- 28. Summary
- 29. Exercise 2 – Creating a Model Create Model for the Excel Data Source
- 30. Using Data Sources in View Definition
- 31. Defining Views 1. Edit a Workboard 2. Add a view component 3. Edit the view component
- 32. Creating a New View Component Open Existing Create New:
- 33. New View Based on: Analysis Services
- 34. New View Based on: Necto UDC (Model)
- 35. New View Based on: Necto UDC (Model)
- 36. Using Excel as Data Source We have seen 2 methods of using Excel. What is the difference? 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
- 37. New View Based on: MS SQL Reporting Services
- 38. New View Based on: Power Pivot
- 39. 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?
- 40. Exercise Use an Excel sheet to: Create a Data Source Create a Model Use the Model in a new View Create an additional View: This time use Excel directly as the Data Source