Before creating a DataMart, ensure that you have create function privileges for the database into which you are exporting the DataMart. For example, if you are using SQL Server, ensure that your login account has create function privileges. For an Oracle database, ensure that the user account used with the Metrics Management database connection string user has create function privileges.
Exporting a DataMart to an existing Metrics Management database in Oracle or SQL Server is possible but not advisable. Actuate strongly recommends using another database, ideally one dedicated just for reports.
For a database used just for DataMart exports, you must assign a user to that database, for example, Metrics ManagementUser. Ensure that the user has Create Table and Create View privileges for SQL Server, or Connect, Resource, Select_Catalog_Role, and Create View privileges for Oracle.
How to create a DataMart export
1 In the Navigation Pane, choose Setup➛DataMart➛Create.
2 In Name:
In Name, provide a name for the DataMart export.
For Description, choose Edit. Type a description. Then, choose OK.
For Categories, choose Edit. Select or create categories. Then, choose OK.
3 To select the views on which to base this DataMart:
1 In Source, choose Edit.
2 Add the views to the Selected list.
3 To have the views appear in a particular order, rearrange them in the Selected list by choosing Move Up or Move Down, or choose Sort to arrange the views in alphabetical order.
4 Choose OK.
4 In Destination, set the database to which to export the DataMart by choosing a database connection from the DataMart database connection list. If there are no database connections, choose New to open the Setup Database Connection tab. Ensure that you specify a user with sufficient access rights to the database.
5 In Table prefix, specify a table prefix. PbvDM_ is the table prefix default. Unless you have a good reason to change the prefix, you should accept the default.
6 The Reset DataMart tables check box is selected by default. This replaces any existing DataMart tables in the destination database the next time you run the export. If you clear the check box, you must manually empty the DataMart tables before you run a DataMart export. You should keep this check box selected, unless you have a good reason not to.
7 In Commentaries, select the Use commentary types from views check box to include the commentary types assigned to the view your DataMart export is based on. If you want to use just a subset of commentary types assigned to the view, select the Use selected commentary types check box, and choose Edit to select which commentary types you want included with your DataMart export.
8 Choose the Security tab and assign access rights to groups and users.
9 Choose Save.
10 After saving the settings, run the export, by choosing Open and Run. Verify that the export works as expected.
In Name, provide a name for the DataMart export.
