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OLAP, Metadata, Reporting Tools
OLAP Tool Selection
OLAP tools are geared towards slicing and dicing of the data.
As such, they require a strong metadata layer, as well as front-
end flexibility. Those are typically difficult features for any
home-built systems to achieve. Therefore, my
recommendation is that if OLAP analysis is part of your
charter for building a data warehouse, it is best to purchase
an existing OLAP tool rather than creating one from scratch.
OLAP Tool Functionalities
Before we speak about OLAP tool selection criterion, we must first
distinguish between the two types of OLAP tools, MOLAP
(Multidimensional OLAP) and ROLAP (Relational OLAP).
1. MOLAP: In this type of OLAP, a cube is aggregated from the
relational data source (data warehouse). When user generates a
report request, the MOLAP tool can generate the results quickly
because all data is already pre-aggregated within the cube.
2. ROLAP: In this type of OLAP, instead of pre-aggregating everything
into a cube, the ROLAP engine essentially acts as a smart SQL
generator. The ROLAP tool typically comes with a 'Designer' piece,
where the data warehouse administrator can specify the
relationship between the relational tables, as well as how
dimensions, attributes, and hierarchies map to the underlying
database tables. Right now, there is a convergence between the
traditional ROLAP and MOLAP vendors. ROLAP vendor recognize
that users want their reports fast, so they are implementing
MOLAP functionalities in their tools; MOLAP vendors recognize
that many times it is necessary to drill down to the most detail
level information, levels where the traditional cubes do not get to
for performance and size reasons.
So what are the criteria for evaluating
OLAP vendors? Here they are:
• Ability to leverage parallelism supplied by RDBMS and hardware:
This would greatly increase the tool's performance, and help
loading the data into the cubes as quickly as possible.
• Performance: In addition to leveraging parallelism, the tool itself
should be quick both in terms of loading the data into the cube and
reading the data from the cube.
• Customization efforts: More and more, OLAP tools are used as an
advanced reporting tool. This is because in many cases, especially
for ROLAP implementations, OLAP tools often can be used as a
reporting tool. In such cases, the ease of front-end customization
becomes an important factor in the tool selection process.
So what are the criteria for evaluating
OLAP vendors? Here they are: (Cont.)
• Security Features: Because OLAP tools are geared towards a
number of users, making sure people see only what they are
supposed to see is important. By and large, all established OLAP
tools have a security layer that can interact with the common
corporate login protocols. There are, however, cases where large
corporations have developed their own user authentication
mechanism and have a "single sign-on" policy. For these cases,
having a seamless integration between the tool and the in-house
authentication can require some work. I would recommend that
you have the tool vendor team come in and make sure that the two
are compatible.
• Metadata support: Because OLAP tools aggregates the data into
the cube and sometimes serves as the front-end tool, it is essential
that it works with the metadata strategy/tool you have selected.
Popular Tools
• Business Objects
• IBM Cognos
• SQL Server Analysis Services
• MicroStrategy
• Palo OLAP Server
OLTP and OLAP
We can divide IT systems into transactional (OLTP) and analytical (OLAP). In general we
can assume that OLTP systems provide source data to data warehouses, whereas OLAP
systems help to analyze it.
Metadata
Metadata
Metadata is data that describes other data. Meta is
a prefix that in most information technology usages
means "an underlying definition or description . “
Metadata summarizes basic information about
data, which can make finding and working with
particular instances of data easier. For example,
author, date created and date modified and file size
are examples of very basic document
metadata. Having the abilty to filter through that
metadata makes it much easier for someone to
locate a specific document.
Metadata (Cont.)
In addition to document files, metadata is used for images, videos,
spreadsheets and web pages. The use of metadata on web pages can
be very important. Metadata for web pages contain descriptions of the
page’s contents, as well as keywords linked to the content. These are
usually expressed in the form of metatags . The metadata containing
the web page’s description and summary is often displayed in search
results by search engines, making its accuracy and details very
important since it can determine whether a user decides to visit the
site or not. Metatags are often evaluated by search engines to help
decide a web page’s relevance, and were used as the key factor in
determining position in a search until the late 1990s. The increase in
search engine optimization (SEO) towards the end of the 1990s led to
many websites “keyword stuffing” their metadata to trick search
engines, making their websites seem more relevant than others.
Metadata(Cont.)
Since then search engines have reduced their reliance on
metatags, though they are still factored in when indexing
pages. Many search engines also try to halt web pages’ ability
to thwart their system by regularly changing their criteria for
rankings, with Google being notorious for frequently changing
their highly-undisclosed ranking algorithms.
Metadata can be created manually, or by automated
information processing. Manual creation tends to be more
accurate, allowing the user to input any information they feel
is relevant or needed to help describe the file. Automated
metadata creation can be much more elementary, usually only
displaying information such as file size, file extension, when
the file was created and who created the file
Reporting Tools
Reporting Tool Selection
There is a wide variety of reporting requirements, and whether to buy or build a
reporting tool for your business intelligence needs is also heavily dependent on the
type of requirements. Typically, the determination is based on the following:
• Number of reports: The higher the number of reports, the more likely that buying
a reporting tool is a good idea. This is not only because reporting tools typically
make creating new reports easier (by offering re-usable components), but they
also already have report management systems to make maintenance and support
functions easier.
• Desired Report Distribution Mode: If the reports will only be distributed in a single
mode (for example, email only, or over the browser only), we should then strongly
consider the possibility of building the reporting tool from scratch. However, if
users will access the reports through a variety of different channels, it would make
sense to invest in a third-party reporting tool that already comes packaged with
these distribution modes.
• Ad Hoc Report Creation: Will the users be able to create their own ad hoc reports?
If so, it is a good idea to purchase a reporting tool. These tool vendors have
accumulated extensive experience and know the features that are important to
users who are creating ad hoc reports. A second reason is that the ability to allow
for ad hoc report creation necessarily relies on a strong metadata layer, and it is
simply difficult to come up with a metadata model when building a reporting tool
from scratch.
Reporting Tool Functionalities
Data is useless if all it does is sitting in the data warehouse. As a result,
the presentation layer is of very high importance. Most of the OLAP
vendors already have a front-end presentation layer that allows users
to call up pre-defined reports or create ad hoc reports. There are also
several report tool vendors. Either way, pay attention to the following
points when evaluating reporting tools:
• Data source connection capabilities In general there are two types
of data sources, one the relationship database, the other is the
OLAP multidimensional data source. Nowadays, chances are good
that you might want to have both. Many tool vendors will tell you
that they offer both options, but upon closer inspection, it is
possible that the tool vendor is especially good for one type, but to
connect to the other type of data source, it becomes a difficult
exercise in programming.
Reporting Tool Functionalities(Cont.)
• Scheduling and distribution capabilities In a realistic data warehousing usage
scenario by senior executives, all they have time for is to come in on Monday
morning, look at the most important weekly numbers from the previous week (say
the sales numbers), and that's how they satisfy their business intelligence needs.
All the fancy ad hoc and drilling capabilities will not interest them, because they do
not touch these features.
• Based on the above scenario, the reporting tool must have scheduling and
distribution capabilities. Weekly reports are scheduled to run on Monday morning,
and the resulting reports are distributed to the senior executives either by email or
web publishing. There are claims by various vendors that they can distribute
reports through various interfaces, but based on my experience, the only ones that
really matter are delivery via email and publishing over the intranet.
• Security Features: Because reporting tools, similar to OLAP tools, are geared
towards a number of users, making sure people see only what they are supposed
to see is important. Security can reside at the report level, folder level, column
level, row level, or even individual cell level. By and large, all established reporting
tools have these capabilities. Furthermore, they have a security layer that can
interact with the common corporate login protocols. There are, however, cases
where large corporations have developed their own user authentication
mechanism and have a "single sign-on" policy. For these cases, having a seamless
integration between the tool and the in-house authentication can require some
work. I would recommend that you have the tool vendor team come in and make
sure that the two are compatible.
Reporting Tool Functionalities(Cont.)
• Customization Every one of us has had the frustration over spending an
inordinate amount of time tinkering with some office productivity tool
only to make the report/presentation look good. This is definitely a waste
of time, but unfortunately it is a necessary evil. In fact, a lot of times,
analysts will wish to take a report directly out of the reporting tool and
place it in their presentations or reports to their bosses. If the reporting
tool offers them an easy way to pre-set the reports to look exactly the way
that adheres to the corporate standard, it makes the analysts jobs much
easier, and the time savings are tremendous.
• Export capabilities The most common export needs are to Excel, to a flat
file, and to PDF, and a good report tool must be able to export to all three
formats. For Excel, if the situation warrants it, you will want to verify that
the reporting format, not just the data itself, will be exported out to Excel.
This can often be a time-saver.
• Integration with the Microsoft Office environment Most people are used
to work with Microsoft Office products, especially Excel, for manipulating
data. Before, people used to export the reports into Excel, and then
perform additional formatting / calculation tasks. Some reporting tools
now offer a Microsoft Office-like editing environment for users, so all
formatting can be done within the reporting tool itself, with no need to
export the report into Excel. This is a nice convenience to the users.
Popular Tools
• SAP Crystal Reports
• MicroStrategy
• IBM Cognos
• Actuate
• Jaspersoft
• Pentaho

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Olap and metadata

  • 2. OLAP Tool Selection OLAP tools are geared towards slicing and dicing of the data. As such, they require a strong metadata layer, as well as front- end flexibility. Those are typically difficult features for any home-built systems to achieve. Therefore, my recommendation is that if OLAP analysis is part of your charter for building a data warehouse, it is best to purchase an existing OLAP tool rather than creating one from scratch.
  • 3. OLAP Tool Functionalities Before we speak about OLAP tool selection criterion, we must first distinguish between the two types of OLAP tools, MOLAP (Multidimensional OLAP) and ROLAP (Relational OLAP). 1. MOLAP: In this type of OLAP, a cube is aggregated from the relational data source (data warehouse). When user generates a report request, the MOLAP tool can generate the results quickly because all data is already pre-aggregated within the cube. 2. ROLAP: In this type of OLAP, instead of pre-aggregating everything into a cube, the ROLAP engine essentially acts as a smart SQL generator. The ROLAP tool typically comes with a 'Designer' piece, where the data warehouse administrator can specify the relationship between the relational tables, as well as how dimensions, attributes, and hierarchies map to the underlying database tables. Right now, there is a convergence between the traditional ROLAP and MOLAP vendors. ROLAP vendor recognize that users want their reports fast, so they are implementing MOLAP functionalities in their tools; MOLAP vendors recognize that many times it is necessary to drill down to the most detail level information, levels where the traditional cubes do not get to for performance and size reasons.
  • 4. So what are the criteria for evaluating OLAP vendors? Here they are: • Ability to leverage parallelism supplied by RDBMS and hardware: This would greatly increase the tool's performance, and help loading the data into the cubes as quickly as possible. • Performance: In addition to leveraging parallelism, the tool itself should be quick both in terms of loading the data into the cube and reading the data from the cube. • Customization efforts: More and more, OLAP tools are used as an advanced reporting tool. This is because in many cases, especially for ROLAP implementations, OLAP tools often can be used as a reporting tool. In such cases, the ease of front-end customization becomes an important factor in the tool selection process.
  • 5. So what are the criteria for evaluating OLAP vendors? Here they are: (Cont.) • Security Features: Because OLAP tools are geared towards a number of users, making sure people see only what they are supposed to see is important. By and large, all established OLAP tools have a security layer that can interact with the common corporate login protocols. There are, however, cases where large corporations have developed their own user authentication mechanism and have a "single sign-on" policy. For these cases, having a seamless integration between the tool and the in-house authentication can require some work. I would recommend that you have the tool vendor team come in and make sure that the two are compatible. • Metadata support: Because OLAP tools aggregates the data into the cube and sometimes serves as the front-end tool, it is essential that it works with the metadata strategy/tool you have selected.
  • 6. Popular Tools • Business Objects • IBM Cognos • SQL Server Analysis Services • MicroStrategy • Palo OLAP Server
  • 7. OLTP and OLAP We can divide IT systems into transactional (OLTP) and analytical (OLAP). In general we can assume that OLTP systems provide source data to data warehouses, whereas OLAP systems help to analyze it.
  • 9. Metadata Metadata is data that describes other data. Meta is a prefix that in most information technology usages means "an underlying definition or description . “ Metadata summarizes basic information about data, which can make finding and working with particular instances of data easier. For example, author, date created and date modified and file size are examples of very basic document metadata. Having the abilty to filter through that metadata makes it much easier for someone to locate a specific document.
  • 10. Metadata (Cont.) In addition to document files, metadata is used for images, videos, spreadsheets and web pages. The use of metadata on web pages can be very important. Metadata for web pages contain descriptions of the page’s contents, as well as keywords linked to the content. These are usually expressed in the form of metatags . The metadata containing the web page’s description and summary is often displayed in search results by search engines, making its accuracy and details very important since it can determine whether a user decides to visit the site or not. Metatags are often evaluated by search engines to help decide a web page’s relevance, and were used as the key factor in determining position in a search until the late 1990s. The increase in search engine optimization (SEO) towards the end of the 1990s led to many websites “keyword stuffing” their metadata to trick search engines, making their websites seem more relevant than others.
  • 11. Metadata(Cont.) Since then search engines have reduced their reliance on metatags, though they are still factored in when indexing pages. Many search engines also try to halt web pages’ ability to thwart their system by regularly changing their criteria for rankings, with Google being notorious for frequently changing their highly-undisclosed ranking algorithms. Metadata can be created manually, or by automated information processing. Manual creation tends to be more accurate, allowing the user to input any information they feel is relevant or needed to help describe the file. Automated metadata creation can be much more elementary, usually only displaying information such as file size, file extension, when the file was created and who created the file
  • 13. Reporting Tool Selection There is a wide variety of reporting requirements, and whether to buy or build a reporting tool for your business intelligence needs is also heavily dependent on the type of requirements. Typically, the determination is based on the following: • Number of reports: The higher the number of reports, the more likely that buying a reporting tool is a good idea. This is not only because reporting tools typically make creating new reports easier (by offering re-usable components), but they also already have report management systems to make maintenance and support functions easier. • Desired Report Distribution Mode: If the reports will only be distributed in a single mode (for example, email only, or over the browser only), we should then strongly consider the possibility of building the reporting tool from scratch. However, if users will access the reports through a variety of different channels, it would make sense to invest in a third-party reporting tool that already comes packaged with these distribution modes. • Ad Hoc Report Creation: Will the users be able to create their own ad hoc reports? If so, it is a good idea to purchase a reporting tool. These tool vendors have accumulated extensive experience and know the features that are important to users who are creating ad hoc reports. A second reason is that the ability to allow for ad hoc report creation necessarily relies on a strong metadata layer, and it is simply difficult to come up with a metadata model when building a reporting tool from scratch.
  • 14. Reporting Tool Functionalities Data is useless if all it does is sitting in the data warehouse. As a result, the presentation layer is of very high importance. Most of the OLAP vendors already have a front-end presentation layer that allows users to call up pre-defined reports or create ad hoc reports. There are also several report tool vendors. Either way, pay attention to the following points when evaluating reporting tools: • Data source connection capabilities In general there are two types of data sources, one the relationship database, the other is the OLAP multidimensional data source. Nowadays, chances are good that you might want to have both. Many tool vendors will tell you that they offer both options, but upon closer inspection, it is possible that the tool vendor is especially good for one type, but to connect to the other type of data source, it becomes a difficult exercise in programming.
  • 15. Reporting Tool Functionalities(Cont.) • Scheduling and distribution capabilities In a realistic data warehousing usage scenario by senior executives, all they have time for is to come in on Monday morning, look at the most important weekly numbers from the previous week (say the sales numbers), and that's how they satisfy their business intelligence needs. All the fancy ad hoc and drilling capabilities will not interest them, because they do not touch these features. • Based on the above scenario, the reporting tool must have scheduling and distribution capabilities. Weekly reports are scheduled to run on Monday morning, and the resulting reports are distributed to the senior executives either by email or web publishing. There are claims by various vendors that they can distribute reports through various interfaces, but based on my experience, the only ones that really matter are delivery via email and publishing over the intranet. • Security Features: Because reporting tools, similar to OLAP tools, are geared towards a number of users, making sure people see only what they are supposed to see is important. Security can reside at the report level, folder level, column level, row level, or even individual cell level. By and large, all established reporting tools have these capabilities. Furthermore, they have a security layer that can interact with the common corporate login protocols. There are, however, cases where large corporations have developed their own user authentication mechanism and have a "single sign-on" policy. For these cases, having a seamless integration between the tool and the in-house authentication can require some work. I would recommend that you have the tool vendor team come in and make sure that the two are compatible.
  • 16. Reporting Tool Functionalities(Cont.) • Customization Every one of us has had the frustration over spending an inordinate amount of time tinkering with some office productivity tool only to make the report/presentation look good. This is definitely a waste of time, but unfortunately it is a necessary evil. In fact, a lot of times, analysts will wish to take a report directly out of the reporting tool and place it in their presentations or reports to their bosses. If the reporting tool offers them an easy way to pre-set the reports to look exactly the way that adheres to the corporate standard, it makes the analysts jobs much easier, and the time savings are tremendous. • Export capabilities The most common export needs are to Excel, to a flat file, and to PDF, and a good report tool must be able to export to all three formats. For Excel, if the situation warrants it, you will want to verify that the reporting format, not just the data itself, will be exported out to Excel. This can often be a time-saver. • Integration with the Microsoft Office environment Most people are used to work with Microsoft Office products, especially Excel, for manipulating data. Before, people used to export the reports into Excel, and then perform additional formatting / calculation tasks. Some reporting tools now offer a Microsoft Office-like editing environment for users, so all formatting can be done within the reporting tool itself, with no need to export the report into Excel. This is a nice convenience to the users.
  • 17. Popular Tools • SAP Crystal Reports • MicroStrategy • IBM Cognos • Actuate • Jaspersoft • Pentaho