Data Administration › How to Set Up the Datamart › Set Up Datamart OBS Types

Set Up Datamart OBS Types

Datamart tables contain up to five OBS types that enable five views of resource and project data (combined or viewed individually). The OBS acts as a holding bucket for projects and resources that have not been assigned to an OBS type when you set the default project and resource OBSs.

You must specify default OBS for each OBS type in the Datamart settings in order for them to be used in the Datamart extraction.

Example

Consider the following examples:

The default OBS Location type to set to the USA unit. Your first project is not associated with any OBS location, then USA is used in the datamart extraction. Your second project is associated with the Germany OBS location, then Germany is used in the datamart extraction.

No default OBS department is set. Your project is associated with the Retail Banking OBS department, Retail Banking is not picked up during the datamart extraction.

Datamart extraction does not assume or restrict OBS levels. For example, if the OBS type “Location” is defined with Region, Country, State, and City levels, any resource can view data at any level if they have the appropriate access rights. You can also specify a default OBS unit to use for projects and resources that have not been assigned to an OBS type.

Once the Datamart is set up, you cannot change OBS types. For example, if the OBS type “Location” is mapped to business units while the Department OBS type is mapped to projects, then the Location OBS type cannot be changed to map to regions unless you re-initialize the Datamart. This is true only for those reports that extract data from the Datamart; reports that query the database directly are not affected. These reports include:

To set up an OBS for the Datamart

  1. Access datamart settings.

    The Datamart Settings page appears.

  2. Create a new project or resource OBS mapping. In the Project Organizational Breakdown Structure Mapping or the Resource Organizational Breakdown Structure Mapping section, click New.

    The Organizational Breakdown Structure Mapping page appears.

  3. Complete the following fields:
    OBS

    Defines the OBS. Select from the OBS list.

    Important! Map only the OBS types that are absolutely required. The Datamart extraction job slows down with each additional OBS type you map to the Datamart.

    Default OBS Unit

    Defines the default OBS unit. Click the Browse icon and select the default OBS unit.

  4. Click Submit.

More information:

How to Set Up the Datamart