This is the README file for SAMPLES-BI. The end of the file has setup instructions.
Use or operation of this code is subject to acceptance of the license available in the code repository for this code.
Samples-BI is meant for use with the InterSystems IRIS Business Intelligence capabilities. In order to use this sample, you must have an InterSystems IRIS license that includes these capabilities.
These classes provide sample data that you can use to explore the capabilities of InterSystems IRIS BI. They also demonstrate ways to create BI models using InterSystems IRIS BI.
This sample contains two packages:
BI package, which provides simple data representing a fictitious medical study, and also provides
an InterSystems IRIS BI model that uses that data. See details below.HoleFoods package, which provides simple data representing sales of food products, and also provides
an InterSystems IRIS BI model that uses that data. See details below.The documentation for InterSystems IRIS Business Intelligence refers extensively to these samples. The HoleFoods model provides a quick and easy introduction to BI, and the BI model demonstrates null handling, list-based levels, and other features not included in HoleFoods. The BI package also explicitly demonstrates how to address more difficult modeling scenarios.
After setup:
The repository also includes a number of configuration files and scripts that are not part of the sample itself. Please refer to [dev.md] for more about the role of these files.
This package provides simple data representing a fictitious medical study, and also provides an InterSystems IRIS BI model that uses that data.
BI.Model package contains the classes that demonstrate BI model capability.
BI.Model.PatientsCube is the primary model; this defines the PATIENTS cube that is
used in the MDX reference documentation and for most of the sample queries in the documentation.
Other classes in BI.Model demonstrate special cases of various kinds; see the BI modeling guides.BI.Model.CompoundCube package contains multiple cube definitions that collectively
demonstrate how to create a compound cube. The Advanced Modeling guide discusses these cubes.BI.Model.KPIs package contains sample InterSystems IRIS BI KPIs (key performance indicators).
All of these KPIs are either discussed in the modeling guides or are used in the sample dashboards,
to demonstrate different kinds of widgets.BI.Model.Portlet package demonstrates a sample custom portlet. For details, see the
Advanced Modeling guide.BI.Model.RelCube package contains multiple cube definitions that collectively
demonstrate how to create a set of related cubes. For details, see the Advanced Modeling guide.BI.Model.SubjectAreas package contains multiple class definitions that that define
subject areas, which are filtered cube definitions. The documentation refers to these in several
places. The subject area DEMOMDX (DeepSee.Model.DemoMDX) is meant for use in getting familiar
with MDX.BI.Study package contains the classes that generate the data used by these models. The most
important classes are these:
BI.Study.Patient is the central class and provides the source table for the PATIENTS cube.
The patients are generated in an age-sex distribution that follows the 2010 US Census data. BI.Diagnosis generates the diagnosis data used when generating patients. This diagnosis
data consists of a small set of diagnoses for chronic conditions, along with morbidity data
for these conditions (that is, chance of having this condition, based on age & sex). When data
for a patient is generated, the patient is assigned zero or more diagnoses, based on the
patient's age and sex, using this data.BI.Allergen generates a common set of allergens, and BI.AllergySeverity generates a
common set of allergy severities. When data for a patient is generated, the patient is assigned
zero or more allergies, each to an allergen, with a specific severity. This enables BI modelers to
explore multiple list-based levels and see how they relate to each other.BI.Study.Profession generates a set of professions, to which the working-age patients are
assigned.BI.Utils.MDXAutoFiltersKPI is a sample class that adds cube-based filters to a KPI, when used
as a superclass for that KPI. This class is discussed in the advanced modeling guide.
BI.APISamples demonstrates how to execute BI queries programmatically on the server. For details,
see the BI implementation guide.
BI.DashboardsEtc contains the pivot table and dashboard definitions based on the models in
the BI.Model package.
BI.Populate contains the wrapper code used to generate the data for this part of the BI sample.
This package provides simple data representing sales of food products, and also provides an InterSystems IRIS BI model that uses that data.
HoleFoods.Transaction, HoleFoods.Country, HoleFoods.Outlet, HoleFoods.Product, and HoleFoods.Region
generate the data. HoleFoods.Transation provides the source table used by the cube definitions
for this part of the sample. HoleFoods.Cube defines the HOLEFOODS cube, which is meant as a quick and easy introduction to BI
in InterSystems IRIS. The documentation refers to this cube in numerous places.HoleFoods.BudgetCube and HoleFoods.CombinedCube demonstrate a compound cube.HoleFoods.KPI* classes define sample InterSystems IRIS BI KPIs (key performance indicators).
For details, see the advanced modeling guide.HoleFoods.SampleListingGroup is a sample listing group class. Via listing groups, you can define
detail listings without modifying the cube definition. For details, see the modeling guides.HoleFoods.SubjectAreaAsia is a sample subject area. For details, see the modeling guides.HoleFoods.Utils contains the code used to generate data for the HoleFoods part of the BI sample.
It also contains methods you can use to add or delete data, thus exercising techniques for
keeping the cube contents synchronized with the source data.ZPM stands for ObjectScript Package Manager. It provides a simple and unified way to install ObjectScript modules Learn More. You can either install ZPM on an existing InterSystems IRIS instance based on these instructions, or use one of the prebuilt Community Edition Docker images that have it pre-installed. The instructions below are for the latter option. If you already have ZPM installed, you can immediately proceed to jump to step 4.
Make sure you have Docker-desktop installed.
Pull the IRIS Community Edition image with zpm:
$ docker pull intersystemsdc/iris-community:2021.1.0.215.0-zpmYou can take the latest tag of IRIS or IRIS for Health Community Edition with ZPM here
Run IRIS container with ZPM:
$ docker run --name irisce -d --publish 52773:52773 intersystemsdc/iris-community:2021.1.0.215.0-zpmRUN IRIS terminal
docker exec -it irisce iris session iris
Node: c6e0f00b8d42, Instance: IRISUSER>
4. From the IRIS terminal, start ZPM and install Samples-BI:USER>zpm
zpm: USER>install samples-bi
[samples-bi] Reload START [samples-bi] Reload SUCCESS [samples-bi] Module object refreshed. [samples-bi] Validate START [samples-bi] Validate SUCCESS [samples-bi] Compile START [samples-bi] Compile SUCCESS [samples-bi] Activate START 2,187 row(s) created Building cube [HOLEFOODS] ... Complete Elapsed time: 0.009120s Source expression time: 0.000307s Defining term list Patients Pivots... Defining term list Patients RowSpecs... Defining YEAR pivot variable in PATIENTS cube
[samples-bi] Configure SUCCESS [samples-bi] Activate SUCCESS
5. Open IRIS analytics portal and work with Samples-BI:
http://localhost:52773/csp/user/_DeepSee.UserPortal.Home.zen?$NAMESPACE=USER
### Step-by-step Installation
1. Clone or [download](http://docs.intersystems.com/irislatest/csp/docbook/DocBook.UI.Page.cls?KEY=asamples) the repository. If you downloaded a ZIP, extract the files to a directory on the server. You will need to refer to these files' location in step 8.
2. If you have not yet created a namespace in InterSystems IRIS, follow the [detailed instructions](http://docs.intersystems.com/irislatest/csp/docbook/DocBook.UI.Page.cls?KEY=ASAMPLES_createns) to do so.
3. In the Management Portal, click System Administration > Security > Applications > Web Applications.
4. Click the link in the first column of the row /csp/mynamespace where `mynamespace` is the namespace from step 2.
5. Click the Analytics checkbox and then click Save.
6. Open the InterSystems IRIS Terminal.
7. Enter the following command (replacing `mynamespace` with the namespace from step 2):ZN "mynamespace"
8. Enter the following commands (replacing `full-path-to-Build.SampleBI.cls` with the full path of the `buildsample/Build.SampleBI.cls` file):
do $system.OBJ.Load("full-path-to-Build.SampleBI.cls","ck")
do ##class(Build.SampleBI).Build()
9. When prompted, enter the full path of the directory to which you downloaded this sample. The method then loads and compiles the code and performs other needed setup steps.
Now, when you access the Analytics submenu of the Management Portal, this namespace will be listed. For example, you can now use the Analyzer with the cubes that are included within this sample.
IMPORTANT: If the namespace is not listed when you access the Analytics submenu of the Management Portal, see [Setting Up the Web Application](https://docs.intersystems.com/irislatest/csp/docbook/DocBook.UI.Page.cls?KEY=D2IMP_ch_setup#D2IMP_setup_web_app) in the book [Implementing InterSystems IRIS Business Intelligence](https://docs.intersystems.com/irislatest/csp/docbook/DocBook.UI.Page.cls?KEY=D2IMP_ch_setup).