Test Drive DB2 Web Query with EZ-Install Package Hands On Lab Doug Mack,

Transcription

1 Test Drive DB2 Web Query with EZ-Install Package Hands On Lab Doug Mack, Page 1

2 Table of Contents EZ-Install Package Getting to Know the BI Portal Signing into the BI Portal Overview of the BI Portal Working with Reporting Objects How to Create a Personal BI Portal Dashboard Using the Resources Window to Search for a Report Century Electronics Reports A Run Through of some Sample Reports Leveraging Date Attributes Other Report Features Active Reports Building Your First (Auto Drill) Report How to Build a Summary Report How to Format a Column How to Use Aggregation Functions How to Use Auto Drill & Analysis DB2 Web Query Usage/Audit Reports IBM DB2 Web Query Information Folder Sample Reports for the System Administrator IBM i Administration Samples Folder Find Out Which Reports are Supported System(s) CPU Utilization Dashboard Other Sample Reports Creating Even More Sample Reports with the Wizards Quickly Build Reports with YOUR Data Invoking the Meta Data Wizard Create Meta Data (Synonyms) Generate Sample Reports Additional Information: Links Page 2

3 EZ-Install Package This hands-on lab is based on having installed the latest version of DB2 Web Query with the EZ- Install package. This package includes all the DB2 Web Query software and pre-built sample reports and utilities, including: DB2 Web Query Auditing reports for example, see who is running the longest or most reports Sample reports for the Systems Administrator for example, track near real time utilization across multiple LPARs/Servers. Ready to run Tutorials learn how to build reports with the InfoAssist authoring tool. Discover information about your current Query/400 environment with the included Query/400 Discovery tool and sample reports built over the output files that the tool creates. In Section 5, you ll create reports with the easy button: The Meta Data Wizard. For information on EZ-Install and how to request it, check out this blog entry at Ibm.biz/db2wqezinstall-info. Or you can always send an to the IBM DB2 Web Query team at set up If you re setting up this for others to use in your own environment, follow these steps. Once you ve done this, you can have others just start in at Section 1. The assumption here is that your system was set up using the EZ-Install package. You ll need to add any additional user IDs to Security Center as WebQuery Administrators to do this lab, and you need to be signed on as QWQADMIN to do that. Note that the lab refers to teamxx userids, but you can use your own vs. having to create a bunch of additional users just for the lab. 1. Sign on with QWQADMIN 2. Import and add all users you want to have do this lab into Security Center. Click on Administration and Security Center Click on the NEW USER ICON to bring up a list of all IBM i User Profiles. Page 3

4 Click on (or control click to select multiple users) to add users to DB2 Web Query, then click on Import Users. In the upper right hand box called Groups, select WebQueryAdministrator. This global security setting allows you to add users that that have DB2 Web Query administration capabilities. You need these to do certain functions in the lab such as being able to use the Wizards and run the auditing reports. You may want to restrict those functions to a smaller set of users long term, but for this lab everyone needs to be a web query administrator. Page 4

5 Click on CLOSE, and sign off as QWQADMIN 3. Create a folder for users. Sign back in using one of the user profiles you added as an ADMINISTRATOR. Right click on the repository and select new -> folder: Page 5

6 Enter the name DB2 Web Query Training and give it a description: 4. Once the folder is created and authorization set up, right click on the DB2 Web Query Training folder and select Properties: Page 6

7 Choose the Server Properties tab. Select Century Electronics and click the double arrow >> to move that over into the Selected path area: What you are doing is making synonyms (meta data) stored in the Century Electronics APPLICATION folder accessible by report authors that are building reports in DB2 Web Query Training TOP LEVEL folder. I.e., application path is like a library list in the sense that it defines a search order for synonyms. Click on the Century electronics application on the right hand side, and just move it up one level with the up arrow. Page 7

8 Close that window. 5. Restore the completed Tutorial Reports if you haven t already EZ-Install provides all the self guided tutorial reports completely finished, but doesn t automatically restore them to a top level folder (we could change this feed back appreciated but the view was maybe you d rather have users run through the tutorials to learn how to build these and then compare to the ones we ve done for you). Still signed on as a web query administrator, scroll down in the BI Portal tree structure to Change Management. Expand the IMPORT folder to see the IBM_Century_Electronics import package. Page 8

9 Right click on IBM_Century_Electronics and select Import. The Import Package dialog box appears. Select the Add New and Update Existing Resources Click OK and this might take a few minutes. But after this completes, you should see a whole bunch of sub folders within the Century Electronics top level folder that start with Assignment. 6. Almost done. Let s restore the latest version of the QWQCENT Sample Library. EZ-Install automatically restores the DB2 Web Query SAMPLE database stored in library QWQCENT *IF THIS IS A BRAND NEW INSTALLATION* of DB2 Web Query. Page 9

10 However, if a previous version of QWQCENT exists, it does not overlay that (this is another thing we d like feedback on we chose to not auto restore the latest version because we had some people that altered the sample library and we didn t want to overwrite what they had done. Having said that, IF YOU CHOOSE to alter anything in QWQCENT, we recommend you move the changed object to a non Qxxx library so we don t have to worry about that)! From a green screen, run this command: RSTLIB SAVLIB(QWQCENT) DEV(*SAVF) SAVF(QWEBQRY/QWQCENT) MBROPT(*ALL) ALWOBJDIF(*ALL) Meta Data (synonyms) were also automatically created over QWQCENT library by EZ-Install. However, there are DATE fields for YEAR in the ORDERS file that should be updated to current year and current year 1. Current EZ-Install shows years of 2014 and To do this, you should run this SQL statement (you can do green screen STRSQL or the preferred ACS Run SQL Scripts) to update those years. UPDATE qwqcent/orders SET order_date = ADD_MONTHS(order_date, 24), req_date = ADD_MONTHS(req_date, 24), ship_date = ADD_MONTHS(ship_date, 24), inv_date = ADD_MONTHS(inv_date, 24), recv_date = ADD_MONTHS(recv_date, 24) end instructor notes Getting to Know the BI Portal 1.1 Signing into the BI Portal To work with DB2 Web Query all you need is a browser. The following screens and instructions depict starting from a browser window. Bring up Internet Explorer (or whatever browser you re using) Go to Sign on as TEAMxx (or your own user id that was set up for you) This IBM i user profile has already been registered as a licensed DB2 Web Query user and has development access to the top level folder DB2 Web Query Training. Page 10

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12 Right-click on the DB2 Web Query Training top level folder and select New Folder. Name the new folder Team xx Tutorials where xx is your team number. This is where you will store your work. We ll get back to that later. Click OK to create the folder you will work with during this lab. 1.2 Overview of the BI Portal The BI Portal is a standard interface into DB2 Web Query. There are actually other interfaces Excel, for instance, or you could build your own application and embed DB2 Web Query reports within those. There is also a mobile app that could be your sole interface into working with DB2 Web Query reports. For now, let s look at the BI Portal. Page 12

13 Note the tree structure on the left hand side. Under the Repository icon are several folders. These are call Top Level Folders and are where you store reporting objects Working with Reporting Objects There are usually 2 or 3 ways to achieve the same action within DB2 Web Query. Either double click on Century Electronics or click on the arrow to the left of that top level folder. Page 13

14 You should see all the completed tutorial report subfolders. DB2 Web Query authorities can also be set at a top level folder level. If you didn t have authorization to Century Electronics you would not have even see it in your tree structure. The instructor has already provided you with access to this folder. To work with objects in the tree, you can often right click and select the operation of desire from the popup menu, or sometimes just double click. Double Click on Assignment 01 sub-folder and then right click on the 1a report. Note the operations you can perform on that report, as well as the report icon. Page 14

15 A report object can be run, can be edited (if authorized), can be scheduled to run in the background (if authorized), can be sync d with mobile devices by moving to the add to Mobile Favorites option, and there is also the concept of publishing a report so others with access to that top level folder can operate on that report. Report objects are represented by a specific icon and consist of Reports, Charts/graphs, schedules (that describes the scheduling attributes of a report), dashboards, HTML front ends, distribution lists, and uploaded objects (e.g., images or SQL scripts). Page 15

16 In this case, you have been provided with a lot of authority! For now, either double click on that 1a report or right click and select run. The report runs in your current BI portal window. Note you can make your tree window or the report window larger or smaller by moving the dividing line that separates them by holding down the mouse on the line and dragging it to the left or right. This simple report has headers, footers (with today s date embedded via a system variable), traffic lighting based on some rule for Gross Profit, and a certain look and feel to it. You can change all this, including the color schemes through style sheets. For now, let s run a chart. Open up the Assignment 04 folder and note that the icon is slightly different: (double click or right click and run).. Run the 4e Products Bubble Chart report A prompt control is available to choose Product Type. This prompt screen was automatically built by DB2 Web Query when a parameter was specified as a filter in the report. The list box can be used to select that parameter (a.k.a., selection criteria). You can also build your own user interface for reports and charts/graphs. Perhaps you wanted to use a radio button or free form text input control for selecting the parameter. You can do that by front ending the report with something called a guided ad-hoc form. We ll take a look at that later. For now, leave NO Selection highlighted and click on the RUN button. Page 16

17 There are over 100 charts and graphs for you to choose from in DB2 Web Query to visualize data. This one is a bubble chart. As an aside, just about any report or chart/graph can be placed onto a dashboard, and there are several different types of dashboards. Scroll down within the chart window. You ll see that you have a chart represented for every product type. A bubble represents each product category for that product type. The location of the bubble reflects an intersection of quantity and revenue, and the size of the bubble reflects the value of the field margin. Note that you also have an option to run this report in a new window. This appears automatically when you have an auto-prompted field in your report How to Create a Personal BI Portal Dashboard Page 17 The BI portal allows you to create a simple, personal dashboard (only the user signed on has that dashboard although anyone with access to those reports could do the same for their own personal dashboard).

18 Click on the new page icon next to the reporting tab: Right click on the page that now says Page 1: Select Change Title, type in Teamxx (where xx is your team number) and hit enter: Right click on your Team xx tab and choose Page Layout and then click on TWO COLUMNS: Now let s add a couple reports to your personal dashboard. A scenario for an end user to want to use a personal dashboard is just an easy way to have their first thing in the morning I want to see reports pop up immediately. Page 18

19 Note that a resource window has appeared on the right hand side. You ll use that to drag those two favorite reports onto your dashboard. In the resource tree on the right hand side, expand the Century Electronics folder by double clicking on it (if not already expanded). Also open up the Assignment 01 sub-folder. Select report 1A and drag it onto the left hand side of your BI Portal layout window. Subsequently, select report 1B and drag that to the right of the first report. Your personal dashboard should look like this. Note how they align nicely - because you specifically chose a TWO COLUMN format. Close the RESOURCE window on the far right by clicking on the x (BE SURE TO CLICK ON THE x that is on that RESOURCE window and not the x that would close your entire portal session)! This opens up some more space to be able to view each report. Page 19

20 Right click on the TEAM xx tab and select REFRESH and you ll see that the reports are rerun. Sign out by clicking on the Sign Out link in the upper right hand corner (while you re still on the BI Dashboard page): Sign back in again and note how you come into the dashboard, and the reports are run at that time. You can create many pages in a similar fashion to what we just did. There are many different dashboard capabilities. This is really the simplest form of a dashboard and is really a set of favorite reports on a single view. Page 20 For now, let s go back to the REPORTING tab by clicking on that in the upper left hand corner of the BI portal.

21 1.2.3 Using the Resources Window to Search for a Report In the upper right hand corner of the BI Portal you ll see some hot links. Click on the RESOURCES link: This opens up a similar tree structure on the right hand side of the BI portal. It might seem subtle, but two differences in running reports under RESOURCES vs the tree on the left hand side are (1) the ability to search for a report using that Filter area, and (2) when you run a report it (by default) opens in a new window. Click on the Filter icon button to open up the input box. Enter KPI in the Filter On text entry area (leave All in the drop down box but note you can search for certain types of documents). Click on the magnifying glass icon next to the Type drop down list box. Page 21

22 The search returned the Century Electronics folder and if you double click on that and then the Assignment 09 folder you ll see a report with KPI in the title. Double Click on that 9g report. This dashboard will be seen in a new browser window. You may want to MAXIMIZE that window to see most of the dashboard. You ll learn more about building dashboards like this as you go, but just know that you can build highly customizable front ends and dashboards for your user community such as this, which combines a company logo, three reports that are all associated with a user specified parameter, shown here as a list box for the parameter Product Type. Page 22

23 Try selecting a different Product Type, like Audio, and hit the run button. See how all 3 charts are passed that parameter and altered to reflect that choice. Again, if you pursue the self-guided tutorials in the IBM Redbook, you ll actually build this very dashboard! Close the dashboard window and go back to your main BI Portal screen. You can also close the Resources tree on the right hand side by clicking on the X. Page 23

24 2 Century Electronics Reports 2.1 A Run Through of some Sample Reports While the Redbook Tutorials are there for YOU to learn how to build reports, EZ-Install also includes COMPLETED samples of the reports. In EZ-Install, they aren t by default loaded into the Century Electronics top level folder but can be imported within a couple of minutes. For this lab, the instructor has imported those reports and they are all placed into subfolders that start with Assignment. We ve already been using some of these. Let s take a look at a few more examples Leveraging Date Attributes Most reporting requirements involve a date aspect. For example, a report showing data within a date range, or certain fields that represent a date orientation, such as TODAY-30. Date processing in DB2 Web Query is very powerful, and again, there are probably 2-3 different ways you can implement these date functions. In addition, many i customers have their dates stored in fields that are not defined as true ISO date data types, but data types like packed 8 decimal. This creates challenges for the end user to have to figure out how to get today 30 onto their report when the underlying field is a decimal field! DB2 Web Query is a meta data driven BI tool. The meta data layer is very powerful for dealing with data transformations that provide many benefits: Shields the report author from having to know the underlying data structures Defines calculated fields, or field formats, ONCE versus having to do this in every report Can be easily refreshed should an underlying database change be made, eliminating report maintenance Create a single version of the truth repository so everyone is working off the same definition of virtual fields no matter Date processing is one area where meta data becomes very handy. DB2 Web Query EZ-Install provides a sample date dimension table which is a great way to deal with this issue. Within meta data, the date dimension table can be joined with the legacy file containing your packed 8 (or whatever format) date fields, and it becomes very simple to add all kinds of date attributes (day of week, year/qtr/month, etc.) to your report. You can build filters into reports to exclude holidays or weekends, and much more. EZ-Install has set up the meta data over the sample database to join the legacy orders table to the date dimension table. Below is a representation of that. Page 24

25 Open up the Century Electronics and Assignment 02 sub-folder and double click on report 2c. In this report we ve added a date attribute that reflects the season of the year that the date falls into, and then summarized the information. This report includes SEASON. It actually shows the column header as DC_SEASON which is not necessarily what you should do for an end user. I.e., the end user doesn t care that your DC_ prefix is done for you to know that this came from the Data Dimension (or Date Conversion) table. So it would probably make more sense to change that to just SEASON. You can either do that in the meta data (one time) which would be the best practice, or just change the field TITLE in the report. Page 25

26 2.1.2 Other Report Features There are any number of report features that come with the product. You can run through the many sample reports in the Century Electronics folder on your own. For now, let s take a look at just a couple. Make sure Assignment 03 sub folder is expanded. Double click on report 3b Accordion. Note that each country has a next to it. This indicates that you can expand that selection. Click the plus sign next to FRANCE, and then subsequently click on Ile de France. Page 26

27 An accordion report is an easy way to see the details that make up a summary value. Now click on 3c Pages on Demand in the tree structure on the left. This is just another feature you can easily apply to a report that provides a nice way to navigate to a page of a large report, either by selecting a specific page number, or using the search bar at the bottom. When you use the search bar, the result is the PAGE of where that result is found (this is not a filtering of records based on your search criteria you can do that, but in a different type of report feature)! In the Page input area, type in page 21 and hit the page icon next to it. Page 27

28 You just jumped to page 21. Go back to where you were by clicking on the first page icon. In the search bar, type in West South Central and click on the binoculars icon. At the bottom you can see you jumped to page 26. That is because you jumped to the page containing the first instance of that search criteria. You ll need to scroll down on that page to see the records related to your search criteria. You might try running some of the other reports in the Assignment 03 folder. The Excel report assumes you have Excel or an Excel viewer on your laptop as it downloads the report directly into a new sheet. Page 28

29 2.1.3 Active Reports Active reports are a report output type that allows an end user to manipulate the view of the data after the report is run. It is often positioned as a good technology for mobile computing because you could run the report in the background, it out to a user with on their tablet, and then they could work with that report offline. Double click on the 3g Active Report Revenue and Profit Report. Page 29

30 All these down arrows to the right of field names are a sign that this is an Active report. Click on the down arrow next to the field Margin, you ll see a pop up menu that allows you to operate on the report with report level, or field level manipulation. You can sort on a field, filter the records, add a calculated field, create a chart or rollup on the fly, even use a pivot tool to create a pivot type report. For now, let s hide the Margin field from this report (we can always bring it back in at any time). Click on Hide Column. Let s sort the records by Revenue. Click on the down arrow to the right of Revenue and select Sort Descending. Turn on a visualization bar for Revenue. Click on the down arrow for Revenue and select Visualize. Do the same for the Profit field by clicking on the down arrow to the right of Profit and selecting Visualize. Page 30

31 The visualization bars can make it easier to compare values across two columns. Scroll down to the record for Audio/Speakers and see how it is easy to tell that this is a high profit product with low revenue. Also note that as you scroll across the records, they are highlighted, in this case in orange. You can control the color schemes used in Active Reports within the report authoring tool called InfoAssist (which we ll get to in a few minutes). You might want to add a comment to this record identifying it as something to take action on. Click on the Speakers text in the 2 nd column and select COMMENTS. Add a comment and then click on the ADD COMMENT button. Page 31

32 Note that the cell in the report now indicates there is a comment behind it. If you wanted to, you could send this report to a colleague, perhaps the sales manager responsible for Audio Products! Perhaps we want to see if this is a pattern across all types of speakers. Click on the Speakers cell again and select Filter Cell. The data view changes to just show records with Product Category = Speakers. Now with this subset of records it s also a lot easier to see the comparisons across columns by looking at the numbers (and yes, we eliminated the MARGIN field which would also be a good indicator)! Page 32

33 Let s add that Margin field back in. Click on the down arrow next to Profit and choose Show Columns and Margin. Sort on Margin by clicking on the down arrow next to Margin and choosing Sort Descending. Page 33

34 Now it s quite easy to see that indeed the type of speakers we added the comment to are high margin products, but other types of Speakers look pretty profitable as well! One last thing let s build a simple chart to reflect this story. Click again on the down arrow next to Margin, and choose CHART -> LINE -> Product Name. Page 34

35 Upon seeing this, it s possible a bar chart or pie chart might have been a better choice. Click on the Pie Chart Icon in the toolbar at the top. This is better. If you move your cursor across one of the pieces of the pie you can see the popup information window that shows what that represents. Page 35

36 This is just a taste of Active Reports, and keep in mind that these COULD be leveraged for those employees or clients using tablets or other mobile devices with all the function available to them on those devices as you would have just using a laptop browser. DB2 Web Query recognizes the type of device and renders the output to match the device, making it easier, for instance, to use your fingers or a stylus to manipulate the data views in the report or chart. Let s go ahead and close the chart and move on! Click on the X in the upper right hand corner of the chart. Page 36

37 2.2 Building Your First (Auto Drill) Report In this section we will use the InfoAssist authoring tool to build an Auto Drill report. In the BI Portal resource tree on the left hand side, make sure the DB2 Web Query Training folder is expanded (if not, double click on it). Expand the DB2 Web Query Training folder if not already expanded. Right-click on your TEAMxx folder you created previously and choose New Report. This might take a minute or two, but a new browser window will open the InfoAssist authoring tool. In the next pop up menu you will see a list of synonyms that you will build your report over. Synonyms are a meta data representation of your underlying files/tables (note that they could also be meta data representations of data returned from an SQL View, a User Defined Function, an SQL Alias, a Stored Procedure *and* could represent files/tables that reside in remote databases such as another DB2 for i database, or even a MySQL or SQLServer database). Select the CEN_ORDERS synonym. If you don t see it, make sure the Century Electronics folder is expanded on the left hand side panel. In this case, this synonym actually represents a cluster of tables JOINED together into a single synonym. This makes it very easy for end users to not have to worry about the need to join files/tables together in each and every report. Page 37

38 Click OPEN. After InfoAssist opens up, click on the MAIN MENU button and select OPTIONS Page 38

39 On the Data Panel option, if not already selected, choose LOGICAL view. This lets you set DEFAULTS for your InfoAssist environment. You can always change these settings within your InfoAssist sessions, but then the scope is just for that particular InfoAssist session. Page 39

40 Note you can also set your default style sheet here. Not sure about you, but I m getting pretty tired of the grey look of the sample reports and would like to use some other color schemes. There are over 100 style sheets to choose from, and you can also modify your own. If you click on the BROWSE button under Environment and Styling you can view the style sheets. Select the ENBlue_Medium1.sty stylesheet and click on OPEN. Now every time you open up InfoAssist it will use this stylesheet. If you want to just change the stylesheet for a specific report, you can do that as well, but not from the Options menu but rather, using the Theme tool in the Home tab. NOTE: There is a stylesheet document available from the DB2 Web Query wiki which is a good resource to understand more about how these work. Go to ibm.co/db2wqwiki and take the DOCUMENTATION link. Page 40 Click on OK from the options pop-up to return to InfoAssist.

41 The only bad news here is that in order for that stylesheet to take effect, you ll need to CLOSE InfoAssist and then re-start it. Close Infoassist by selecting that big IA button and EXIT Now restart InfoAssist again right click on Teamxx folder and select NEW -> Report. Select CEN_ORDERS synonym (remember from above you have to expand the Century Electronics Folder to see that). Click on OPEN. Page 41

42 And here we are! The Data panel on the left hand side shows you the columns/fields available to you for your report. The Logical view you specified displays these fields as MEASURES (typically numeric fields) and DIMENSIONS (often considered Sort fields). Page 42

43 Note that you can expand selections in the data panel with the + sign, and collapse with the sign. You can also scroll up and down through the data panel. Click on the collapse button next to Measures, you should then see a set of dimensions. Page 43 Keep this in mind as you work your way through additional tutorials. You may encounter instructions that ask you to select a column/field but you can t find it in the data panel. So be sure to use the expand buttons and/or scroll capabilities within the data panel to look for it! Or,

44 note the search area at the top of the data panel if you know the name of the field you re looking for you can search for it How to Build a Summary Report Expand the Product Info Dimension, and Product Info Heierarchy to get to the list of fields in that heierarchy. Double-click the Product Type field. Note that you can double click the field, or drag and drop it on to your Interactive Design View panel, or drag and drop it on to the Query panel below. All three methods will place Product Type as the primary By field in a new report. Page 44

45 Compress Dimensions or scroll up in the Data panel on the left until you see the Measures/Properties heading at the top of the list. Again, you may need to expand the Measures folder to see all the fields within that. In the default view, all numeric fields are grouped together under Measures for simplicity. Double-click Revenue. Page 45 Note that the two fields you ve selected show up in the live preview area. They also show up in

46 the lower left hand Query panel. You can use the Query panel to view the structure of the report and/or manipulate it. Next, we want to add grand totals to our report. Select the Home tab at the top, if not already selected. If the Report group is not already expanded (if you can t see Theme and Style tools), click the Report group under Header and Footer. This is another example of collapse and expand, but within the ribbon bar. There is only so much real estate on your browser, so some of the tools are collapsed into groups. The groups of tools on this particular ribbon bar are Format, Design, Filter, and Report. Click Column Totals in the expanded Report ribbon. Selecting Column Totals adds a grand total row to the bottom of the report to sum the numeric data in each column. Selecting Row Totals would add a grand total column to the right side of the report to sum the numeric data in each row. Save your report. Click the Save IA1_Revenue. button at the top of the window, and call the report Click the Run button. Notice the new tab at the bottom of your screen labeled IA1_Revenue(0). This tab displays your report output results. Your output report looks the same as your Interactive Design View except that the numbers are larger. You are now processing your full table instead of only reading the first 500 records. Page 46

47 You can switch between the Live Preview and the Results View by selecting the appropriate tab. Instead of having two tabs open close the results panel. This will leave only the Interactive Design View open. Click the Close view. button on IA1_Revenue(0) in the upper right hand corner of the results Page 47

48 2.2.2 How to Format a Column Back on the Interactive Design View panel, click the Revenue field. When you select the Revenue field, the ribbon becomes field-specific. Some of the groupings may already be expanded depending on the width of your screen (in this screen shot it is already expanded but it may not be in yours, based on the resolution of your screen). We re not going to do anything here, because the Revenue field already has our desired monetary sign (the $ sign) and commas, as does our column total. This is because we formatted that field within the meta data. By doing that in the meta data, EVERY report that uses the field Revenue will by default have this formatting attached to it. If you wanted to overwrite that, you could at the report layer. There are many other aspects of the field specific tab and you can browse those in this ribbon bar. Sort, rank, do a top xx only report, format the field with different fonts or colors, you can build aggregation functions over the field, add traffic lighting, or even create a drill down link to another report and pass the value of the field that you drilled down on to a secondary report. You can learn how to do all of that using the tutorials! For now, we ll just look at adding an aggregation. Page 48

49 2.2.3 How to Use Aggregation Functions You are going to add a count of the number of orders for each product type to the report. If collapsed, expand Dimensions in the Data panel. Drag Order Number down to Sum - just below Revenue on the Query panel. Remember that you can also drag it directly onto the report or double-click it to insert it on the report. Note: Make sure that Order Number is specified as Sum column and NOT a By column! Right-click Order Number, in the Query panel, to open the field-specific submenu. Page 49

50 Select More, then Aggregation Functions and then select Count. You want to move the Order Number field before the Revenue field. This example will show you how to reorder your fields if they aren't in the sequence you want. Select the Order Number field in the Interactive Design View panel. Notice that an outline is drawn around the field and its values. Page 50

51 Drag the field to the left of the Revenue column. You will see a red bar indicating where the field will be positioned when you release the mouse button. Because you positioned the Order Number column beside the sort field (Product Type), an additional menu appears. The options are Drop as Sort and Drop as Sum. Drop as Sort makes the selected field a sort field. For this tutorial, select Drop as Sum. You can also move the Order Number column by dragging Order Number above Revenue in the Query panel. To create a new heading in the Query panel right-click Cnt.OrderNumber to see the field specific submenu. Select Change Title and type the new title Order Count. Page 51

52 Run the report by clicking on the RUN button. You have completed your initial summary report. You will return to this report later. Save your report by clicking on the SAVE button. Close the report in the RUN window IA1_Revenue(0) to return to the Interactive Design View. We will continue to use this report as the basis for our next report How to Use Auto Drill & Analysis Online analytical processing (OLAP) is best known as the technology that allows a user to slice and dice through data or drill down into data. DB2 Web Query makes it easy to provide users with a drill-down, slice and dice interface. There is more to working with a drill-down report in the tutorials, but for now, we ll take a quick look! Select the Format ribbon and expand the Navigation group if it is compressed. Page 52

53 Click the little sliver with the down arrow in the Auto Drill & Analysis tool. Once the arrow is selected, choose Olap Options and then More options in the pop up menu. Select the two options highlighted below. You are providing the end user with some capabilities to manipulate the data they view in the report. The Dimensions grouped in tabs provides a tabular interface at the top of the report to add additional columns (interactively) to the report, or filter on various elements of the report. It also lets you set selection criteria on the fly ( where country does NOT = United States ). The allow drill down on Dimensions enables the non-numeric (typically) fields to allow for a drill down when clicked on. Run your report. Page 53

54 The Product Type is automatically highlighted and underlined; this indicates that you can drill down on this column. Click Audio. You just drilled down to Product Category based on Audio Product types within a single report. Page 54

55 Take a look at the tabular interface at the top of the report: This is where you have a lot of different options in determining what data you want to look at ALL WITHIN A SINGLE REPORT. You can filter the data, for example, choose a specific year by clicking on the down arrow for a selection of YEAR values in your data. You can even set selection criteria like where YEAR does NOT equal yyyy by clicking on the = button and toggling through different expressions available to you. So while this report is called auto drill down it is really a drill anywhere report. From here you could save it into Excel, or as an active report, or even as another auto drill report that you can come back to the next day after having iterated through the data to this point. SAVE the report by clicking on the main menu ICON and choosing SAVE AS. Name it IA_Revenue_Drill_Down. CONGRATULATIONS you just created your first auto-drill down report in DB2 Web Query! Auto Drill & Analysis has much more power than the simple example you just executed. As Page 55

56 mentioned previously, a much more detailed OLAP tutorial is available in the DB2 Web Query for i Redbook Tutorials that you can obtain at ibm.biz/db2wqezinstall. 3 DB2 Web Query Usage/Audit Reports 3.1 IBM DB2 Web Query Information Folder DB2 Web Query now ships with some reports available for the System (or Web Query) Administrator to get a view of what is happening on your system as it relates to Web Query usage. This was nearly impossible with Query/400. Back in the BI Portal tree, open up the IBM DB2 Web Query Information top level folder (remember, you can double click or click on the arrow to expand the view) and then the Report Information sub-folder. These are IBM supplied usage/auditing reports. Double Click on the Audit Summary Dashboard report. Page 56

57 This dashboard looks very different from the previous ones we looked at. This dashboard is a multi-layered one. The top level report is a count of reports by Top Level Folder. Run your mouse cursor across one or more of the slices of the pie and you ll see some interesting details. Click on the Top 10 Most Run Reports Last 30 Days bar below the pie chart. Note the scroll bars on the right and at the bottom. Click on the Top 10 Longest Running Reports Last 30 days bar to expand that report section. Note some of the columns of the report. Page 57

58 Now click on the Top 10 Most Active Users Last 30 Days. And consider how would you have ever gotten this information about your most active Query/400 users or longest Query/400 running reports? It would be difficult at best. Note that your screens SHOULD look different from this because this is a live query against data stored in the DB2 Web Query repository all day long. These reports are Active reports which you have seen previously. Even though this is a top 10 most active user report many more than 10 records are shown because there is a record for every report that a user ran. In this particular report, there are 35 records. But you could have 3500 based on the reports those Top 10 users ran. But an ACTIVE report allows you filter the data, sort, remove or add back in columns of interest, even create a chart within the report. Let s try it. Page 58

59 Look for the down arrow to the right of the Last Run Timestamp column. Let s sort on this in descending order. Click on that down arrow and review the pop up menu. Click on sort descending and notice how your report has changed. Perhaps you want to focus on what a specific user is doing. You can filter in a VALUE within the data by just clicking on a cell of the report containing the value you want to filter on. Under the User column, click on DB2WQTEST user (if you don t see that user, just click on any user of choice perhaps even your own userid you signed on with). Page 59 Now you see a subset of records in your view.

60 To remove the filter, click on that user again (DB2WQTEST in this example) and click on the Remove Cell Filter. Perhaps it would be nice to see the number of unique reports run across this set of audit data. You can add calculated fields to the report. Click on the down arrow next to REPORT NAME and select CALCULATE and DISTINCT: Page 60

61 A new calculation has been added under Report Name: The AUDIT reports can help you get your arms around DB2 Web Query utilization and long running reports. You can also see when reports were last edited. You can also customize your own auditing capability. DB2 Web Query provides a user exit that can be leveraged such that your own program collecting information can be executed every time a report is run. There is more information about that under the DOCUMENTS link off the DB2 Web Query wiki: ibm.co/db2wqwiki. Look for Dynamic RunTime Environments. Page 61

62 4 Sample Reports for the System Administrator 4.1 IBM i Administration Samples Folder The EZ-Install package also includes a number of reports designed to show utilization metrics. These sample reports are built over something called IBM i Services which are delivered as part of OS upgrades at various levels. These services make data available to SQL interfaces (like DB2 Web Query) that was previously only available through APIs or CL commands. You may want to collapse the IBM DB2 Web Query Information top level folder to tidy things up a bit, and then expand (click on arrow or double click) the IBM i Administration Samples top level folder. Page 62

63 Because these reports are based on functions in IBM i that are shipped at various levels of the OS, some reports may or may not run. So the very first report in the folder is a check to see if the reports are enabled or not. If you are at 7.2 or above, your chances of all reports running is much higher Find Out Which Reports are Supported Double click on Get Status of Sys Admin Reports. Page 63

64 In our case, it looks like the necessary pre-reqs, the underlying service is indeed available for all reports based on the REPORT_STATUS column. If you wanted to run those reports directly from here, you could click on the links under the FULL_PATH column. There are some other pre-reqs necessary for these reports to get valid data, but for now, why don t you click on the FULL_PATH column for the Top 10 Jobs by CPU chart: The report opens in a new browser window: Page 64

65 This is a report that you could change if you wanted to. Perhaps you d prefer the top 20 jobs, or turn it into a pie chart. By providing the sample reports and underlying infrastructure, this would be very easy to do. Close the Top 10 Jobs by CPU Time window and go back to the BI portal System(s) CPU Utilization Dashboard Let s take a look at System CPU Dashboard. If you double click on it, you ll run it within the BI Portal window you have open. Since this is a fairly large dashboard, let s run it in its own window. Click on the System CPU Dashboard link under Full Path column within the report you currently have showing. This auto refresh dashboard opens up in a new window: Page 65 This sample dashboard shows CPU utilization across multiple LPARS (if you have linkages to those system set up in this case we only have the one system in our network), and across

66 multiple time intervals. It is leveraging an ability to auto run the reports on the dashboard on a timed interval, in this case every 1 minute. If you wait 1 minute, you should see it be refreshed with some *LOADING messages appearing for each report. Close out the dashboard window and go back to the BI portal Other Sample Reports Double click on the Spool File Usage report. Your report should look different (in terms of the data) from this one. Page 66

67 If you want to, run some of the other sample reports in the IBM i Administration Samples top level folder. If you want to learn more about how these were built over the IBM i Services, refer to the EZ- Install getting started page at ibm.biz/db2wqezinstall. 5 Creating Even More Sample Reports with the Wizards 5.1 Quickly Build Reports with YOUR Data With recent versions of DB2 Web Query (Express or Standard), two wizards are provided. Both wizards provide an easy way to jump start your reporting environment by walking you through steps to create synonyms (meta data) and auto generate reports. The actual number of reports will vary based on your data (and how many measurements or numeric fields the wizard finds). True date fields are also automatically decomposed into date attributes like month, quarter, and year, and the wizards attempt to also determine hierarchical relations in fields that look to represent a dimension. A dimension might be geography where you have fields like COUNTRY, STATE, and CITY. The wizards will build a relationship for these fields to enable reports like the auto drill down report type. The two wizards are the meta data wizard, and the upload wizard. The meta data wizard builds synonyms and reports over your relational data. The upload wizard does a similar thing but for uploaded spreadsheet or flat file data. In this lab, we ll use the meta data wizard to build Page 67

68 synonyms over the DB2 Web Query Sample database installed in the same server/partition as DB2 Web Query Invoking the Meta Data Wizard Right-click on your TEAMXX Tutorials folder (you may need to expand the DB2 Web Query Training folder). Scroll down to the metadata option and select WIZARD. If you don t have the meta data option, then you ll want to make sure you have the right authorization in security center to be able to work with meta data (you ll need to ask the instructor to add you as a DBA for your top level folder). If you didn t have adapter configurations before, this would give you an opportunity to specify your data source/connection to a database. However, this has already been done for you. So click on the Import Metadata button. Page 68

69 The DB2 CLI *LOCAL adapter should be selected, but if not, select that adapter and click on the NEXT button. Page 69

70 5.1.2 Create Meta Data (Synonyms) You ve not seen a meta data build screen before in this lab. But here is where you have an option to create meta data (synonyms in DB2 Web Query terms). You can create synonyms over tables/files and SQL Views, which is the default here. You COULD (we won t in this lab) create meta data over SQL Aliases, Stored Procedures (SQL or RPG procedures defined to DB2), SQL functions or user defined functions, and more. This is very powerful stuff to be able to use DB2 (or existing legacy programs) in your reports. For now, just leave the defaults of Tables/Views select, but enter QWQCENT in the library input box and select the NEXT button. On this next screen you ll select the tables/files you want to build your synonym over. Select the INVENTORY, ORDERS, PLANT and STORES tables. MAKE SURE you add a prefix of your team name in the prefix box, for example, Team21_ (the underscore is nice to separate the prefix from the rest of the synonym name). Page 70

71 Review your selections (you ll have to scroll up and/or down to get all the tables, and then click on NEXT. Page 71

72 You should see success messages. Click on NEXT. Note that you are now working under the JOIN tool (look at the highlighted toolbar in the ribbon at the top of the screen). We ve selected 4 tables/files, and we need to provide a hint as to how to join these to the wizard. The ORDERS table is the parent table to the other 3, so select TEAMxx_ORDERS as the fact table (fact and dimension tables are a data warehouse concept in this case the wizard uses these terms although we have really not replicated data into a warehouse or other data model). Click NEXT. Page 72

73 Now that we ve selected our fact table (ORDERS), let s select the other 3 and add to the join condition. Select the (with teamxx_ prefix) INVENTORY, PLANT and STORES tables. Again, don t get caught up in the add tables to the star schema verbiage we re not really building a star schema data model that is typical in data warehousing, but simply specifying the join relationships. Review your selections and click on NEXT. Page 73

74 Note that the wizard has taken you to the Measures and Dimensions section. The wizard assumes numeric fields, like REVENUE, or COST OF GOODS SOLD are measurements and non-numeric fields are dimensions. And again, it will attempt to create logical hierarchies of certain dimension fields and decompose true date fields. Scroll down to under the Dimensions icon. Click on the arrow next to Teamxx_ORDERS (be sure to click on the one under the dimensions folder) to expand that section. Page 74

75 Click on Order,Date,Simple arrow to expand that section. Page 75

76 The wizard has decomposed that true date field called ORDERDATE into a year, month, quarter and day set of attributes you can use in your reports. The Wizard created a minimal set of date attributes *if* the date fields in your legacy tables/files are true date fields (which is a bit of a rarity). Previously, we discussed the Date Dimension table that comes with EZ-Install. Chances are high you aren t using true date fields, so a better approach would have been to select the Date Dimension table as another table to be joined into this cluster of tables. So just consider this an example of auto date decomposition! Page 76

77 11. Either collapse those sections you just expanded, or just scroll down a bit. Expand the TEAMXX_PLANT dimension by clicking on the arrow. Note there is an expandable GEOGRAPHY section. This is because the wizard found fields in your table that seemed to represent a geographical dimension. Expand the GEOGRAPHY dimension to see those fields and how the wizard set up an auto drill down hierarchy starting with country and then state, etc. Page 77

78 12. What if the wizard mis-interpreted or completely missed a dimension that is important to how your business looks at data elements such as PRODUCTS. You have an opportunity here to edit this to correct any poor assumptions. Let s take a look at the INVENTORY dimension. Either collapse the plan dimension or scroll up and select the arrow next to TEAMXX_INVENTORY. Page In this case, the wizard did not recognize product oriented fields as related. But that s ok, we can create a product dimension and the hierarchy that the business requires. Right click on Product Type and select CREATE HEIRARCHY

79 14. Expand Product Type with the down arrow. Note that there is only one field listed there: Product Type. 15. Let s fill out the dimension by adding Product Category, Model, and Product Name (in that order) to the hierarchy. Select and hold down the left mouse button on Product Category and drag it up underneath Product Type. Then drag and drop MODEL under category, and product name underneath model. Your hierarchy should look like this with all of those fields in alignment under Product Type. Page 79

80 16. Click on the NEXT button. 17. Next you want to save your synonym. In theory, once you learn more about meta data and application folders, you could save this synonym to a specific application folder with the idea that what you created you want to make available for anyone to use to build reports over. In other words, you really wouldn t want to have multiple copies of the same synonyms around but we do this in the lab just for training purposes. For now, just take the defaults and click on OK. Page 80

81 The synonym and reports will be stored in subfolders teamxx_orders_cls within the db2_web_query_training top level folder. What is the CLS? That stands for cluster as we have created a synonym that contains a JOIN, or a cluster of tables/files Generate Sample Reports 18. Now the wizard will auto generate reports. This step will take a few minutes because its doing a lot of work to create a lot of reports. Page 81

82 19. When complete, go back to your main BI Portal web query browser window. Do you see a dashboard? Maybe you don t like the colors used here, or want to change the title or other aspects of the dashboard. These are all sample reports/dashboards that can be used as is or as examples to build on. You may need to do a refresh on your browser, but.navigate to your Teamxx subfolder and expand it. You should see a whole slew of new folders. Each of these folders contains a set of reports that were auto generated by the wizard. WOW! 20. The Wizard generated auto drill reports, some dashboards in the form of compound documents, an accordion and active report, and many more. The number of reports it generates will depend on your data and how many measurements you have defined. Go ahead and open the Analytics folder and sample some of the reports by double clicking on them. Feel free to open up some of the other subfolders and run those reports as well! Page 82

83 22. CONGRATULATIONS! You have finished the EZ-Install Test Drive lab! When you are done, please remember to sign off (upper right hand corner of BI portal). And note that you can do all this and more on your own system with EZ-Install. 6 Additional Information: Links Links: Ibm.biz/db2webqueryi - main website Ibm.co/db2wqwiki - technical wiki Db2webqueryi.blogspot.com Doug Mack s blog Ibm.biz/db2wqezinstall EZ-install getting started page Contact the DB2 Web Query Team at QU2@us.ibm.com Page 83