Information Design Tool (IDT) Universe Design Boot Camp

Back to BusinsessObjects Training

Price: $495 per day

Duration: 3 days

Dates: View Available Dates


Compare And Convert Unv To Unx Universes

What are the advantages of using IDT versus UDT?  What are the new features and benefits in creating an IDT UNX Universe? What do I do with my old UNV universes? This session will address all of the above questions. The steps to create an IDT universe, its differences from UDT and how to modify reports to use the new UNX will be covered.Topics:

  • Basics of Semantic Layer and BO universes
  • Getting Started with Information Design Tool interface
  • Converting an UNV universe to UNX universe
  • Mapping Web Intelligence and Crystal Reports to the new UNX universe

Creating Connections And Data Foundations

Creating a connection and a data foundation is the first step in a relational universe build. This session covers the different types of data sources accessed within IDT, the connection parameters and options, creating and modifying a data foundation as well as guidelines and tips for good data foundation design.


  • Creating local and secured connections, publishing and retrieving the connections from CMS
  • Designing a data foundation, identifying tables and columns, joins, keys and cardinalities
  • Creating Derived tables, calculated columns, families, comments
  • Using data foundation views
  • Creating data foundation parameters

Creating Business Layers

The business layer of the universe is the user interface between users and databases. This session covers the design of the different components of a business layer including how a business layer takes advantage of the data foundation modeling. Creating queries, filters, parameters and advanced features will also be covered.


  • Designing a Business layer based on a relational data foundation
  • Creating Folders, dimensions, attributes, measures, filters and validating the objects
  • Queries, parameters, Business Layer views and Navigation paths
  • Using your UNX to create a Web Intelligence report

List Of Values, Universe Prompts, Cascading & Otherwise

The list of values and universe prompts are entities that can be authored, shared and reused across data foundation and business layer resources. The different types of list of values and its association with universe objects such as filters and Prompts will be covered in this session. Steps to create cascading prompts and navigation paths will also be covered.


  • Parameters created in the Data Foundation vs Business Layer
  • Static List of Values and List of Values based on Custom SQL
  • Parameter definition, association with list of values and parameter usage in a WebI report
  • Optimizing Prompts with cascading prompts and custom prompt properties
  • Creating a Pre-defined Filter using @Prompt syntax
  • Utilizing the new dynamic default value option

Resolving Chasm Traps, Fan Traps & Using Outer Joins

This session covers the steps to resolve some common traps in a data foundation design and avoid incorrect query results. The IDT features to detect and solve loops will also be covered.


  • Identifying Fan traps and Chasm Traps
  • Resolving traps with Aliases and contexts
  • General use of @aggregateaware and resolving traps with @aggregateaware
  • Using outer joins
  • Setting up optional outer joins

Everything You Need To Know About IDT: A Review

This session will be a recap of all the IDT features and functionalities.  We will start with two report requirements and create a universe from start to finish using the techniques we have learned.


  • Designing universes to meet report requirements.
  • Best practices for Universe development
  • Usage of built in @functions
  • Using Index awareness

Data And Universe Security

Because universes can be used to centralize access to data sources that are sensitive, IDT also offers security capabilities to control access to these data sources. This session covers the different Security profiles and rights enforced by the BI platform and the objects access levels.


  • Deploying and securing a published universe
  • Creating business and data security profiles
  • Assigning Security profiles to users
  • Using User Defined Attributes in Filters
  • Using @BOUSER in Filters

Working With Multiple Idt Developers: Project Synchronization

In some organizations, an entire team of designers may work together to create universes. To enable collaborative work and resource exchange, a shared project can be created in the CMS repository. This session covers the steps to create local projects and shared projects and how they can be used to share authored resources


  • Creating shared projects and working with multiple IDT developers
  • Opening a shared project, locking and unlocking resources
  • Project synchronization for shared project management and resource synchronization
  • Renaming universes and files and the implications

Multiple Data Sources, Olap Data Sources , Sap Data Sources And Linked Universes

Because of the evolution of BusinessObjects releases over time, different types of connections exist in BI 4.x based on different components. This session covers the steps to create an IDT connection with OLAP data sources, SAP HANA, BW and other relational data sources and also  the use of Linked Universes

  • Identifying the different data sources specific to SAP and non-SAP
  • Creating an OLAP universe on top of SQL Server Analysis server cube
  • Designing a multisource data foundation
  • Using Data Federator for optimizing multisource performance
  • Using Linked Universes
Available Dates: 

Please Note: This course is broken into three days: Beginner, Intermediate, and Advanced. Students can customize their learning experience by selecting specific level of training needs. For example, you can register for just the Beginning course or continue onto Day 2 with the Intermediate and Day 3 with the Advanced.