Oracle Essbase
- 版本 ：2022.1 及更高版本
本文介绍如何将 Tableau 连接到 Oracle Essbase 数据库。
开始之前
在开始之前，请收集以下连接信息：
承载要连接到的数据库的服务器的名称
用户名和密码
将此连接器与 Windows 计算机上的 Tableau Desktop 配合使用。
需要驱动程序
此连接器需要驱动程序才能与数据库通信。您的计算机上可能已经安装了所需的驱动程序。如果您的计算机上未安装该驱动程序，Tableau 将在连接对话框中显示一条消息，其中包含指向驱动程序下载页面，您可以在其中找到驱动程序链接和安装说明。
建立连接并设置数据源
启动 Tableau，然后在“连接”下，选择“Oracle Essbase”。有关数据连接的完整列表，请选择“到服务器”下的“更多”。然后执行以下操作：
输入承载数据库的服务器的名称。
输入用户名和密码以登录到服务器，然后选择“登录”。
如果 Tableau 无法建立连接，请验证您的凭据是否正确。如果仍然无法连接，则计算机无法找到服务器。请与网络管理员或数据库管理员联系。
在数据源页面上，执行以下操作：
（可选）选择页面顶部的默认数据源名称，然后输入要在 Tableau 中使用的唯一数据源名称。例如，使用数据源命名约定，帮助数据源的其他用户确定要连接到哪个数据源。
搜索或选择一个应用程序。
从应用程序中搜索或选择数据库。
选择工作表选项卡以开始分析。
设置科目维度
在某些情况下，数据源的科目维度可能会显示在“数据”窗格的“维度”区域中。如果多维数据集中存在错误，并且另一个字段被标识为科目维度，或者根本没有设置科目维度，则可能会发生这种情况。科目维度定义作为度量值包含的字段。若要更正此错误，请右键单击该字段，然后从上下文菜单中选择“设为科目维度”。
使用 Oracle Essbase 构建视图
当 Tableau 连接到 Oracle Essbase 数据源时，您应该了解三个重要功能：
世代和级别
在 Tableau 中，您可以使用维度的世代或级别。维度的代数是距维度根部相等距离的所有成员。这些级别是距维度叶子相等距离的所有成员。对于平衡维度，您通常需要使用世代。但是，如果您的尺寸参差不齐，则使用级别进行导航可能更有意义。
By default, the generations of each dimension are listed in the Data pane. When you drag a dimension to a shelf, all generations that are ancestors of the selected generation (all generations that are above it in the hierarchy) are automatically included in the placement.
If you would rather navigate using the levels of a dimension, right-click the name of the dimension and then select Hierarchy > Levels.
If you are using the same dimension in multiple worksheets, you can use levels in one worksheet and generations in another worksheet simultaneously. Furthermore, you can mix generations and levels from different dimensions in the same worksheet.
Shared Members
Shared members are dimension members that appear in more than one place in a hierarchy. For example, Diet Coke might be part of the product generation. But it might be shared by both the diet colas branch and the colas branch of the product hierarchy above it. In the database, however, the data about Diet Coke is stored just once.
By default, Tableau includes shared members in all generations (or levels) of a dimension. This means that a shared member might appear multiple times in a table. If you choose to exclude shared members, they will appear only once in a table. By default, shared members are included for all dimensions. To exclude shared members for a given dimension hierarchy, right-click the dimension name in the Data pane and select Include Shared Members from the menu.
The figure below shows part of a data view where shared members are included (left) and excluded (right). Notice that diet drinks are shared members.
Includes Shared Members The diet drinks are listed in both the Diet Drinks hierarchy and their respective drink hierarchies. | Does Not Include Shared Members The diet drinks are only listed once, in their respective drink hierarchies. |
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Setting the Default Member
All multidimensional data sources have default members that are set when the data source is first built. If you find that you are creating filters all the time to look at the same specific data, you may find it useful to change the default member. For example, if you are the regional manager for the Western region in a company and you only want to look at your region’s numbers, you can set the default member to the Western region.
To change the default member in Tableau, right-click a dimension hierarchy and select Set Default Member.
在随后出现的对话框中，从以下选项中进行选择：
在多维数据集上定义的默认成员 – 使用生成多维数据集时定义的默认成员。这是 Tableau 中的默认设置。
层次结构的（全部）成员 – 使用所选层次结构的 ALL 成员作为默认成员。
所选成员 – 使用在对话框下半部分选择的成员作为默认成员。
默认成员确定您查看多维数据集的方式，因此比应用筛选器功能强大得多。所有字段都将根据您选择的默认成员进行计算。此外，这些默认成员设置将与连接一起保存。