1. TITLE OF PRESENTATION
PRESENTER

2. Web Intelligence Advanced #2
Join us as we cover techniques that will help you to successfully build more advanced reports in This Web Intelligence. We will present these concepts: merging dimensions, inner vs. outer joins, and variables & formulas (object types and conversion, basic functions, if-then-else, sum-where, and forall- foreach). Prior experience with Web Intelligence is recommended.

3. Join Types
Structured Query Language provides two main methods for joining data from two separate tables
Inner Join – includes only those records that have a matching key in both tables
Outer Join – includes all records from the primary table, but only those records that have a matching key in the second table.
Left or Right Outer indicates which table is considered to be primary

4. Simple Example EMPLOYEE_NO FIRST_NAME LAST_NAME 11111 Eder Roux 22222
Maldwyn
Bootsma
33333
Ariston
Leone
EMPLOYEE_NO
CONTRACT_YEAR
JOB_CODE
11111
2015
TEACH
2016
22222
COACH

5. Result of Inner Join
Only records with a matching key (EMPLOYEE_NO) in both tables are returned
EMPLOYEE_ NO
FIRST_NAME
LAST_NAME
CONTRACT_ YEAR
JOB_CODE
11111
Eder
Roux
2015
TEACH
2016
22222
Maldwyn
Bootsma
COACH

6. Result of Outer Join
All records from EMPLOYEE_MASTER are included with EMPLOYEE_JOBS that have a matching key
EMPLOYEE_ NO
FIRST_NAME
LAST_NAME
CONTRACT_ YEAR
JOB_CODE
11111
Eder
Roux
2015
TEACH
2016
22222
Maldwyn
Bootsma
COACH
33333
Ariston
Leone

7. Filtering Note that filtering can also have an unintended effect
WHERE CONTRACT_YEAR = ‘2016’
EMPLOYEE_ NO
FIRST_NAME
LAST_NAME
CONTRACT_ YEAR
JOB_CODE
11111
Eder
Roux
2016
TEACH
22222
Maldwyn
Bootsma
COACH

8. Query in Web Intelligence
How do we know what type of join will be used?
Check SQL using the View Script button

9. Checking the SQL Script
SELECT HRS.EMPLOYEE_MASTER.EMPLOYEE_NO, HRS.EMPLOYEE_MASTER.FIRST_NAME, HRS.EMPLOYEE_MASTER.LAST_NAME, HRS.EMPLOYEE_JOBS.CONTRACT_YEAR, HRS.EMPLOYEE_JOBS.JOB_CODE FROM HRS.EMPLOYEE_MASTER, HRS.EMPLOYEE_JOBS WHERE ( HRS.EMPLOYEE_MASTER.EMPLOYEE_NO=HRS.EMPLOYEE_JOBS.EMPLOYEE_NO(+) ) AND ( ( hrs.hesec03a ('EMPLOYEE_MASTER', ( HRS.EMPLOYEE_MASTER.EMPLOYEE_NO ), = 'Y' ) ( 'HMEMP01AFMX') = 'Y' ) ( 'HEJOB01AFMX') = 'Y' )
HRS.EMPLOYEE_MASTER.EMPLOYEE_NO=HRS.EMPLOYEE_JOBS.EMPLOYEE_NO(+)
(+) indicates an outer join and is placed at the end of the second (non-primary) table

10. Merging Dimensions How do we build this query?
Show all employees
Only include Jobs with Contract Year of 2015
Solution also works for inner joins

11. Example with Lab Data

12. Setting up a Query Limiting Contract Year to 2015
Employees will get lost – no job record for 2015
Solution: Build 2 Queries

13. Create First Query Click Add Query to add a query for Jobs
Right click and choose to Rename this query

14. Add Jobs Query

15. Two Queries – Two Tables
Two separate tables are created
Notice Employee No from each query
(Employees)
(Jobs)
And delete this second table
Highlight each Employee No. Then right click and choose to Merge them.

16. Right click Variables and choose
Combining the Data
We cannot use dimensions from opposite queries
Dragging Job Code or Contract Year gives an “incompatible” message
Instead, we will convert them to details
Right click Variables and choose
New Variable

17. Job Code Name: Job Code – Detail Qualification: Detail
Associated dimension: Employee No (Merged)
Formula: =[Job Code]

18. Contract Year Name: Contract Year – Detail Qualification: Detail
Associated dimension: Employee No (Merged)
Formula: =[Contract Year]

19. Combined Table Tables always “group by” dimensions
Details are considered an extension of a dimension
Employee No is merged so its extensions can exist in the same table

20. Watch for WebI Merging For You
Consider the following query:

21. View Script to Reveal 3 Queries
Common dimensions are merged

22. Object Types Dimension Detail Measure
A category of information to be measured
Always grouped so that distinct values are shown in tables
Detail
An attribute of a dimension (or merged dimension)
Must be one-to-one with the dimension
Measure
A measured value that can be summarized by one or more dimensions
Automatically aggregated by dimensions included in a table
Sometimes we will want to convert dimensions to measures using variables.

23. Formulas Adjust, expand, and customize data
Example: Add a calculated balance column
Create a new column to the right of Amount – YTD with Default
Open the Formula Editor
Formula for selected cell is displayed in the Formula Bar
Formula Editor button will bring up advanced screen

24. The formula can be typed or built from the items below.
To insert, items can be double clicked or dragged into the Formula box.
Formula text is the same as on Formula Bar
Simple math can be used for our balance
Descriptive help provides information about how to use functions
Objects from queries or variables
Library of functions to be used to create our desired result
Operators to be used for comparison

25. New Balance Column

26. Formula Notes Cell formula can be shared by placing it in a variable
Formula always starts with equals =
Objects & variables use [square brackets]
Literal strings use “quotation marks”
Concatenate strings with plus +
Function Parameters are separated by semi colons ;

27. Example Functions in Expressions
=Sum([Adjusted Budget – YTD with Default]) =Left([Fund];1) =[First Name] + “ “ + [Last Name] =Max(ToNumber([Employee No)]) =ReportName() =“Page “ + Page() + “ of " + NumberOfPages()

28. If… Then… Else… If statements do not use parentheses Example:
=If [Balance Percentage] > .20 Then "Time to spend"
ElseIf [Balance Percentage] > 0 Then "Slow down"
Else "Stop spending!“

29. Sum Where (out there)
Add Where() function to an aggregate function to limit included values
Example:
=Sum ([Adjusted Budget - YTD with Default]) Where ([Location] <> "33 – Administration")

30. In, Forall, and Foreach
Used to calculate values outside of context dictated by cell position within report, group, or table
ForAll (dimensions)
Removes dimensions from the calculation context
Foreach (dimensions)
Adds dimensions to the calculation context
In (dimensions)
Specifies the specific dimensions to use in the calculation context

31. ForAll Example Total Fund budget for all locations:
=Sum([Adjusted Budget - YTD with Default]) ForAll ([Location])
Could also show grand total with:
=Sum([Adjusted Budget - YTD with Default]) ForAll ([Fund];[Location])

32. ForceMerge Function
Back to the example with separate Employees and Jobs queries
Add Contract Salary to Jobs query
Shows ok in table because Employee No is merged

33. Removing Employee No
If we don’t want to show Employee No, we have a problem
The table doesn’t see the link to Contract Salary

34. Use ForceMerge Function
Force the table to follow merged dimension relationship
=ForceMerge([Contract Salary])

35. Additional Training
If you are interested in other alio WebEx group training sessions, you can view a list of sessions currently available at,
If you prefer one-on-one training, please contact your alio support provider directly for cost and scheduling information.  If you have any questions or concerns, please contact alio support at or by direct to