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Background documentationBI Master Data Wizard Locate this document in the navigation structure

 

The BI Master Data Wizard enables you to select a BI Query, Query View, InfoProvider, Filter or Characteristic as a data source and to configure the master data of the data source without the need to create a corresponding view directly in your BI system. You can use the configured data sources as BI data services in your models in Visual Composer.

You display the BI Master Data Wizard by choosing   BI Services   Master Data Wizard   or by choosing Create Selector Infoactor in the context menu of an existing BI data service. When you open the wizard from the context menu, the data source is preselected accordingly.

When creating a Query using the Wizard, the following pages are displayed:

  1. Define Data Source

  2. Define Filter&Variable Values

  3. Choose Presentations

When using the wizard to configure the master data of a data source, you can click Finish at any point — you do not need to complete all the steps in the wizard. For any unfinished steps, default values are selected from the query if possible. You can also check your configuration in each step of the wizard using the preview function in the right pane of the wizard. The preview is refreshed every time you complete a step in the wizard or you can refresh it manually by clicking the refresh button.

The Define Data Source step contains the following items:

Item

Description

Recent Data Source

Lists recently used data sources.

Search for Data Source

Opens the Search task panel to search for a data source in a BI system.

More information: Search Task Panel for BI Data Services

The Define Filter&Variables Values step contains the following items:

Item

Description

Variable

As default setting, the variable values are provided at runtime via the variable port. Alternatively you can specify values here. To specify values, select Value Specified here in the column Get Data from.

Characteristic

As default setting, the filter values for characteristics are provided at runtime via the filter port. Alternatively you can specify values here. To specify values, select Value Specified here in the column Get Data from. For each characteristic you can set a flag to include the characteristic in the command port. If you do this, you can change the position of the characteristic in question at runtime. Note that this causes the data port to be completely dynamic.

The Choose Presentations step contains the following items:

Item

Description

Selected Characteristics

Select the characteristic you want to read master data for. Then select the presentation and attributes for this characteristic.

Hierarchy

You can select hierarchies for a hierarchical display of data. The list of available hierarchies is based on the first selected characteristic.