Business Intelligence

Transcription

1 Business Intelligence The Metadata Layer Asroni Ver. 01

2 Part IV Business Intelligence Applications 345 Applications In This Part Chapter 12: The Metadata Layer Chapter 13: Using the Pentaho Reporting Tools Chapter 14: Scheduling, Subscription, and Bursting Chapter 15: OLAP Solutions Using Pentaho Analysis Services Chapter 16: Data Mining with Weka Chapter 17: Building Dashboards

3 Chapter 12 The Metadata Layer 347 A. Metadata Overview What Is Metadata? 347 The Advantages of the Metadata Layer 348 Using Metadata to Make a More User-Friendly Interface 348 Adding Flexibility and Schema Independence 348 Refining Access Privileges 349 Handling Localization 349 Enforcing Consistent Formatting and Behavior 350 Scope and Usage of the Metadata Layer 350 B. Pentaho Metadata Features 352 Database and Query Abstraction 352 Report Definition: A Business User s Point of View 352 Report Implementation: A SQL Developer s Point of View 353 Mechanics of Abstraction: The Metadata Layer Properties, Concepts, and Inheritance in the Metadata Layer 355 Properties 355 Concepts 356 Inheritance 356 Localization of Properties 357

4 Chapter 12 The Metadata Layer 347 (Cont.) C. Creation and Maintenance of Metadata 357 The Pentaho Metadata Editor 357 The Metadata Repository 358 Metadata Domains 359 The Sublayers of the Metadata Layer 359 The Physical Layer 359 The Logical Layer 362 The Delivery Layer 365 Deploying and Using Metadata 366 Exporting and Importing XMI files 366 Publishing the Metadata to the Server 367 Refreshing the Metadata 367 D. Summary

5 The Metadata Layer Many of the topics related to business intelligence, such as data integration and data warehousing, can be understood as solutions to problems concerning abstraction, accessibility, and delivery of data. In previous chapters, you learned that the data warehouse provides a substantial deal of abstraction from the raw data accumulated in various data sources. Although establishing a data warehouse solves some of the data abstraction and accessibility issues, it is still not ideal for delivering data to reporting tools.

6 A. Metadata Overview In this first section, we explain briefly what kinds of things we are talking about when we use the term metadata, and what problems it solves. Later in this chapter, we take a closer look at using Pentaho metadata.

7 What Is Metadata? The term metadata is a bit overused. In a general sense, it means data about data. Depending upon the context, there are a lot of different things to say about data, and technically this all qualifies as metadata. For example, most RDBMSes support listing all available databases and schema objects. This is a typical example of metadata as it describes the available types and forms of data stored in the database.

8 The Advantages of the Metadata Layer As mentioned earlier, the data warehouse does not solve all problems in delivering the data to reporting tools. In this section, we take a closer look at these unresolved problems and show how a metadata layer can help to solve them.

9 Using Metadata to Make a More User-Friendly Interface From the standpoint of reporting and visualization tools, the data warehouse is just a relational database. Using it still requires considerable knowledge of and experience with the database query language (which is usually some dialect of the Structured Query Language, SQL). In most cases, this causes report design to be out of reach of the typical business user. The Pentaho metadata layer can alleviate this problem to some extent.

10 Scope and Usage of the Metadata Layer The following list offers a brief overview of how Pentaho uses the metadata layer in practice. These points are illustrated in Figure Metadata input from the database, as well as userdefined metadata, is defined using the Pentaho Metadata Editor (PME) and stored in the metadata repository. Metadata can be exported from the repository and stored in the form of.xmi files, or in a database. The metadata is associated with a Pentaho solution on the Pentaho server, where it can be used as a resource for metadata-based reporting services.

11 Scope and Usage of the Metadata Layer (Continue) Using the Pentaho report design tools, end users can create reports on the metadata. This allows reports to be built without knowledge of the physical details of the underlying database, and without any knowledge of SQL. Instead, the report contains a high-level specification of the query result, which is defined using a graphical user interface. When running reports based on Pentaho metadata, the reporting engine interprets the report. Query specifications are stored in the report in a format called Metadata Query Language (MQL), which is resolved against the metadata. At this point, the corresponding SQL is generated and sent to the database. Beyond this point, report processing is quite similar to normal SQL-based reporting. The database responds to the query by sending a data result, which is rendered as report output.

12 Figure 1: High-level overview of the scope and usage of Pentaho Metadata

13 B. Pentaho Metadata Features In this section, we briefly describe the key features of the Pentaho metadata layer.

14 B.1. Database and Query Abstraction The Pentaho metadata layer can contain many distinct types of structural components, and it is easy to lose track of the big picture. Therefore, we will first examine the metadata layer at a high level before diving into the details. Report Definition: A Business User s Point of View Consider the requirements of a typical business user say, the manager of Sales and Rentals at World Class Movies. Report Implementation: A SQL Developer s Point of View Suppose you want to retrieve the same report data directly from the World Class Movies data warehouse using SQL. If you have the SQL skills, it certainly isn t hard (although it may be somewhat tedious). Even so, this section walks you through the process step by step to illustrate a few concepts about Pentaho metadata.

15 Figure 2: Deriving report items from joined tables

16 Listing 1: The SQL statement to retrieve the number of orders, grouped by website title and month

17 B.1. Database and Query Abstractionb(Cont.) Mechanics of Abstraction: The Metadata Layer It is likely that the steps you just went through are beyond the technical skills of most business users, and certainly beyond their job descriptions. But what if the details of joining the tables had been taken care of in advance? What if you present users with just one set of items from which they can pick whatever they happen to find interesting? What if the customer_order_id item was designed to directly represent the COUNT DISTINCT operation?

18 B.2 Properties, Concepts, and Inheritance in the Metadata Layer In this section, we discuss concepts and properties, which are fundamental building blocks of the Pentaho Metadata Layer. In addition, we describe how concepts can inherit properties from one another. Properties 355 Objects in the metadata layer can have a number of properties. Concepts 356 In the context of Pentaho metadata, a concept is a collection of properties that can be applied as a whole to a metadata object. Inheritance 356 Properties can be managed using a feature called inheritance. Localization of Properties 357 General properties such as name and description can be localized so they can be displayed in multiple languages.

19 C. Creation and Maintenance of Metadata 357 The Pentaho Metadata Editor 357 The Metadata Repository 358 Metadata Domains 359 The Sublayers of the Metadata Layer 359 The Physical Layer 359 The Logical Layer 362 The Delivery Layer 365 Deploying and Using Metadata 366 Exporting and Importing XMI files 366 Publishing the Metadata to the Server 367 Refreshing the Metadata 367 D. Summary

20 C. Creation and Maintenance of Metadata 357 This section briefly explains the components that make up the metadata layer as well as the relationships that connect them. In the remainder of this chapter, we describe these components in more detail, and explain how to create them using the Pentaho Metadata Editor. The Pentaho Metadata Editor 357

21 C.1 The Pentaho Metadata Editor 357 Pentaho offers the Pentaho Metadata Editor to create and edit metadata. You can download this tool from the Pentaho project page at sourceforge.net.

22 C.2 The Metadata Repository 358 Pentaho metadata is stored in its own repository, which is distinct from both the Pentaho solution repository and the Pentaho data integration repository. Currently, the Pentaho Metadata Editor is the only application that is intended to edit the contents of the metadata repository. By default, the PME uses binary files for storing metadata. These files, called mdr.btx and mdr.btd, are found in the home directory of the metadata editor.

23 C.3 Metadata Domains 359 The Pentaho metadata layer as a whole is organized into one or more metadata domains. A metadata domain is a container for a collection of metadata objects that can be used together as a source of metadata for one Pentaho solution. (In this context, we use the term Pentaho solution as defined in Chapter 4: a collection of resources such as reports and action sequences that reside in a single folder in the pentaho-solutions directory.)

24 C.4 The Sublayers of the Metadata Layer 359 The following sections describe the components of the physical, logical, and delivery layers that are included within the metadata layer. The Physical Layer The objects that reside in the physical layer of a metadata domain are descriptors that correspond more or less oneto-one with database objects. The Logical Layer The logical layer literally sits between the physical layer and the presentation layer. The Delivery Layer The Delivery Layer contains the metadata objects that are visible to the end user, such as Business Views and Business Categories.

25 D. Deploying and Using Metadata After creating the Business Model(s), you must deploy the data layer before you can use it to create reports. In this section, we describe how to publish the metadata. In the next chapter, you will learn how you can actually build reports on an already deployed metadata layer.

26 D.1 Exporting and Importing XMI files You can build reports on metadata using the metadata data source. This is explained in detail in Chapter 13. To create a report based on metadata, you must tell the Report Designer where the metadata is. The Report Designer consumes metadata in the XML Metadata Interchange (XMI) format. To create an XMI file for your metadata, use the main menu and choose File Export to XMI File. Similarly you can use File Import from XMI File option to load the metadata layer with existing metadata.

27 D.2 Publishing the Metadata to the Server If reports are to be run on the server, the metadata must be available to the server. Metadata is stored on the server side as XMI files. You can have one XMI file per Pentaho solution. This file must be called metadata.xmi. You can simply export metadata to an XMI file and then simply copy the XMI file to the appropriate solution directory on the server. However, for a production server, it is not likely that every BI developer has direct access to the server s file system. Therefore, the Pentaho BI server provides a service that allows you to publish metadata from the metadata editor. You can publish metadata to the Pentaho BI server from the Main menu by choosing File Publish to server. This pops up the Publish To Server dialog, shown in Figure 7.

28 Figure 7: The Publish To Server dialog

29 D.3 Refreshing the Metadata After publishing or copying the XMI file to the server, you must tell the server to reload the metadata. This can be done from the user console through the menu by choosing Tools Refresh Reporting Metadata as shown in Figure 12-8.

30 Figure 8: Refreshing the metadata with the user console

31 Alternatively you can refresh the metadata using the Server Administration Console. To refresh the metadata from the Server administration Console, press the Metadata Models button in the Refresh BI Server panel in the Administration tab page, shown in Figure 9.

32 Figure 9: Refreshing the metadata with the Server Administration Console

33 Summary This chapter introduced the Pentaho metadata layer. The Pentaho metadata layer allows you to present your database or data warehouse in a way that is more understandable to business users. This allows them to make reports without directly writing SQL. The following chapter describes how you can actually use the metadata layer to build reports.