This article describes the WebSphere Business Monitor (hereafter called Monitor) dimensional data model, how you can model data suitable for end-user dimensional analysis, and how to use the Monitor dashboards to perform powerful analysis.
Consider a mortgage lending firm that wants to analyze its data and identify opportunities and areas of success to fine-tune its business processes. This firm begins by understanding the building-blocks of multidimensional modeling.
Metric: The piece of data in a monitored instance that you want to
analyze is called a metric in Monitor. Say you want to view a summary or
average of loan amounts, so
loan amount is your
metric. In dimensional modeling terminology, this is also called a fact.
Measure: A measure is a metric qualified by aggregation functions
across monitored instances such as average, minimum, maximum, sum, count,
and standard deviation. Say you want to view the average loan amount in
the past year, or you may want to see the total amount of loan money
approved. Here, your measures are
average loan amount and
total loan amount,
respectively. These are the values that you'll be performing dimensional
Dimension: A dimension is a category by which you want to analyze
your data. Suppose you want to view average loan amounts by various loan
officers. You can define a
dimension to represent this. You may want to further view average loan
amounts by current year and in the approval state. You would define two
more categories, or dimensions:
start date and
process state. You can then slice and dice your
measures by any combination of all three dimensions:
start date and
Dimension level: Dimensions can themselves be hierarchical, i.e.
they can consist of several different
For example the
start date dimension may have
levels such as year, month, and day. These levels are powerful, enabling a
drill-down to the level of detail
needed. For example you could view loans for the current year, or each
month within the year, or each day within the months. Date dimensions in
Monitor reference a date or datetime metric and always have a year, month,
day level hierarchy. Other types of dimensions are created by referencing
a metric per level, for example a location dimension may have a country
level that references a country metric, and a city level that references a
Cube: The logical grouping of measures, dimensions, and dimension levels is called a cube. Each Monitor monitoring context represents part of a business scenario that is being monitored. Each of these monitor contexts can have a cube associated with it. In fact, by default a cube will be created for each monitoring context, and by default a cube contains implicit measures for InstancesCount and implicit dimensions for CreationTime and TerminationTime that do not need to be modeled in the monitor model. You can extend the cube in the Monitor Dimensional Model for new measures and dimensions, or you can optionally delete the cube if there is no need to perform dimensional analysis on a particlular monitoring context. Cubes consume system memory, so if the cube is not required for a monitoring context, it is recommended that it be deleted.
Figure 1 represents a cube that averages the loan amount metric. Each cell in the cube contains an average loan amount value that is aggregated according to the dimensions that intersect at the cell location. With three dimensions, you can see why it is called a cube. However, there's no need to limit your analysis to three dimensions--any number of dimensions can be modeled.
Figure 1. Average loan amount cube
Monitor cubes are managed by an IBM Alphablox cubing engine. Alphablox ROLAP (Relational Online Analytical Processing) capabilities are used to provide cubing services on the Monitor data that is collected by monitor models. Alphablox services the dimensional queries, provides the interactive charting and drill-down capabilities, and caches dimensional data so that analysis from the Business Monitor dashboards remains responsive.
Model your data
The first step of dimensional analysis is to model your data to suit the user's analysis needs. You'll need to identify how you want to analyze the data and choose the measures and dimensions of interest. Then, you can define the measures and dimensions in the monitoring model. This is better described using an example, such as the mortgage lending example.
The rest of this article uses the mortgage lending scenario described in detail in a the developerWorks article Put new capabilities of business activity monitoring (BAM) to work, Part 3: Improved Unit Test Environment in IBM WebSphere Business Monitor Development Toolkit V6.1. The mortgage lending model is also the basis for the Monitor V6.2 dashboard showcase model, which can be installed from the Monitor First Steps page. The monitor model can be found in the Monitor installation directory and imported into the Monitor Model Editor for inspection by doing the following:
- Open the Monitoring Model Editor.
- Import the MortgageLendingBAM.zip file as a Project Interchange:
- Select File => Import => Other => Project Interchange.
- Click Next.
- Browse to <WAS_INSTALL_DIR>/installableApps.wbm/showcase/model.
- Select BetterLendingBAM_PI.zip.
- In the projects area, select BetterLenderBAM.
- Click Finish.
- Open the Business Monitoring perspective.
- Select Window =>Open Perspective => Business Monitoring Perspective.
- Open the BetterLender model in the Project Explorer by expanding BetterLenderBAM => Monitor Models, then selecting BetterLender.mm.
The Mortgage Lending process consists of several loan operations, including setting up, processing and validating the loan application, underwriting, closing, funding, post-closing and shipping. First, there is the loan set-up process, which involves creating a complete loan application. This process is frequently automated, and in the sample model, it has been created as a subprocess called Automated Loan Setup Process. Once the loan application is complete, the next step is to validate and process the application, along with underwriting it. Other steps include closing the loan, funding the loan, post-closing work and finally shipping the loan. The sample monitor model uses metrics to analyze these steps. For example, metrics are created for the application loan amount, duration days from application to funding, completed loan amount, loan number, loan officer, date started, closing duration days, and so on.
Now, consider what types of questions users might ask:
- A supervisor may ask, "Which loan officer processes the most applications?" Or more specifically, "Which loan officer processed the most applications this year? this month? today?"
- A process analyst may want to know, "Which area is my bottleneck, or where are most loan applications stuck at this point in time?"
- A financial analyst may want to know, "What is the total sum of all loans that are currently in the closing step?"
In the first instance, the metric
has been defined as a dimension, in order to categorize the data by
officer, and then view
the loan amounts this officer has processed. Defining another dimension,
date, will help analyze yearly
data and enable the drill-down to monthly and daily data. In the second
and third cases, organizing the data by a
dimension enables analysis of loan applications and loan amounts in
various states of processing.
In the monitoring model, you can see a cube for the Better Lending
MortgageLending MC Cube.
You can also see the three dimensions:
- loan officer, based on the
- date loan processing started, based on the
loan processing start datemetric
- lending process state, based on the
Note that when creating a dimension level based on a date or date/time
metric such as
loan processing start date, upon
model installation Monitor will expand this level into three levels, one
each for year, month, and day. The days, months, and years for the years
2000 through 2014 are pre-loaded into the Monitor V6.2 database. You may
need to add years to cover date metrics before the year 2000 or after
2014. You may also want to remove unneeded years in order to decrease the
number of date dimension members that are cached in sever memory, thereby
improving system performance. For more information, refer to Expanding the date dimension table for Alphablox dashboards in
the Monitor Information Center.
In the monitoring model you can see many measures defined, covering the number of loans (count), and average, sum, minimum, and maximum of loan amount and process duration metrics. Figure 2 shows these dimensions defined in the Monitoring Model Editor. See a larger version of Figure 2.
Figure 2. Monitoring Model Editor view
Generate the J2EE application
Once you've defined the dimensions in the model, you need to generate the Java™2 Extended Edition (J2EE) application. To do this, complete the following steps:
- Right-click on the mm file and select Generate Monitor J2EE
Projects, as shown in Figure 3. See a larger version of Figure
Figure 3. Generate J2EE projects
This creates three new projects in the J2EE perspective: MortgageLendingBAMApplication, MortgageLendingBAMModelLogic, MortgageLendingBAMModerator.
- Next you need to export this J2EE application into an enterprise
archive file (EAR), which can be installed on the Monitor Server. To
generate the EAR file, right-click
MortgageLendingBAMApplication, and select Export
=> EAR file , as shown in Figure 4. See a larger version of Figure
Figure 4. Export J2EE application
- Save the exported EAR file. This file is also available in the same directory as the Project Interchange file: <WAS_INSTALL_DIR>/installableApps.wbm/showcase/model/BetterLenderApplication.ear.
Next, you'll install the Monitoring Model you just created.
Install the monitoring model
To install the monitoring model, do the following:
- In the WebSphere Application Server administrative console navigation tree, expand Applications => Monitor Models.
- Click Install in the work area, and browse to your model.
- Make sure you create the Alphablox cubes. There are two ways you can
do this. The first is to ensure that Create the Alphablox cubes
(the default) is selected during the model install. (Note that the
Business Monitor test environment uses this selection implicitly.) To
verify this selection, do the following:
- Select Show me all installation options and parameters.
- Click through the pages to Select Monitor Model Alphablox
options and make sure Create the Alphablox
cubes is selected, as shown in Figure 5. If Alphablox
is installed on a remote server, supply the server hostname,
RMI port, and, if security is enabled on the remote server,
the User ID and password.
Figure 5. Create Alphablox cubes during model install
- On the Summary page, click
- Once the install completes, click Save changes directly to the master configuration.
The second way to create the Alphablox cubes is to add the cubes after model deployment. To do this:
- In the administrative console navigation tree, expand
- Select the model version you installed, and under Version Properties, click Manage Alphablox Cubes, as shown in Figure 6. If Alphablox is installed on a remote server, supply the server hostname, RMI port, and, if security is enabled on the remote server, the User ID and password.
- Click Create to create the Alphablox cubes.
Figure 6. Create Alphablox cubes after model install
Note that you can use Export Cubes to export a DB2 Cube Views XML representation of the Monitor cubes. This DB2 Cube Views XML representation of the Monitor cubes can be imported into third party products that support the Cube Views interface for OLAP analysis.
Once the Alphablox cubes are created, Monitor has created all the model artifacts - the tables, views and cubes - required for dimensional analysis. It is now time to customize your dashboards to analyze Business Monitor data dimensionally.
Analyze data in dashboards
In the Mortgage Lending scenario, two monitoring contexts have been defined. Monitor and Alphablox provide the user with analytic reporting and trending capabilities over these two monitoring contexts. Alphablox provides drill-down and slicing and dicing capabilities that can answer the types of business questions that we asked earlier. Let's do some analysis to understand who are the most productive loan officers and what are the busiest months.
To start the dimensional analysis, you need to add a dimensional widget to the Monitor dashboard. Using Business Space, you can create a Business Monitoring template that provides a common dashboard set-up for business activity monitoring (BAM). The Business Monitoring template contains an Analysis tab, which contains the two widgets supported by Alphablox analytics: Dimensions and Reports.
- Use the configure option of the Dimensions widget to select a starting
point for analysis. Select the following:
- Monitoring Model: Better Lending BAM Showcase (All versions)
- Monitoring context: Better Lender
- Available dimensions: Move Loan Officer to the Column, Date Loan Processing Started to the Row, and Measures to the Page
This configuration enables you to analyze various measures by Loan Officer and Date Loan Processing Started. Figure 7 shows the Dimensions configuration dialog.
Figure 7. Dashboard dimensional view configuration
- Click OK to go back to view mode with the axis configured.
- Choose the measure to analyze by selecting Total Number of Application Loans from the drop-down menu at the top of the chart. By default the selected measure is displayed across all dimensions; this is the top level of the cube.
- To see how many loans were originated by year, double-click the bar in
the chart and select the Date Loan Processing Started
dimension. The results are shown in Figure 8.
Figure 8. Total number of application loans by year
- To see how many loans were originated by officer and by year,
double-click a bar in the chart again, and this time select the
Loan Officer dimension. The results are shown in Figure 9.
Figure 9. Total number of application loans by year and loan officer
You can continue drilling up and down to better understand your business data. You can arrange dimensions and measures on the dashboard however you like to understand various aspects of your business. Additionally, you can use different chart types to tailor the presentation of the data to suit your needs.
While the values that you see in the dimensional widget represent aggregate values, there are times when you'd like to drill-down even further to see the details behind a measure. For example you may notice that in one month a Loan Officer has an extremely high value for Total Amount of Application Loans. In order to understand whether this high value was caused by a few extremely large mortgages, or many smaller ones, you may want to see the individual mortgages that make up this number. Monitor V6.2 added the capability of showing these underlying instances.
To enable the Show Instances feature, do the following:
- Put an Instances widget on the same page as the Dimensions widget.
- In configure mode of each widget, select the Cooperative tab and check Enable this widget to interact with other widgets.
- Now when you see a measure value of interest, you can right-click the
value in the Dimensional grid, and choose Show Instances. The
list of instances that are defined by the chosen dimensions chosen
will display in the Instances widget, as shown in Figure 10.
Figure 10. Loans for Gerald Mander in 2008
With a small amount of instance data to analyze, your drill-up and drill-down requests will be very responsive. In a large production deployment, however, there may be millions of monitored instances. In these cases, your dimensional queries may start to slow down. To combat this performance degradation, there are two things you can do. First, you can cache the measure values between sessions and across users. To turn on cube caching select Monitor Scheduled Services in the administrative console and select a model. You'll see that the Alphablox Cube Caching service is Suspended by default after model deployment. You can select to Resume the Alphablox Cube Caching service and specify how often and when to refresh the cube cache, as shown in Figure 11.
Figure 11. Monitor Scheduled Services - Cube refresh settings
If, after turning on the Alphablox Cube Caching service, performance is still a problem and your Monitor database is DB2, you can enable the Cube Summary Table Refresh service. The Cube Summary Table Refresh service causes the database to calculate and persist measure values across dimensions in the background, providing the user with responsive dimensional analysis even when there are millions of instances being monitored. In Part 2 of this series, we'll focus on how to set up the cube summary tables.
In this article, you learned how you can leverage Monitor V6.2 to perform dimensional analysis. You learned how to model data, install the Monitor model, and customize dashboards to gather business insight from your Monitor data. In Part 2, you'll learn how to set up the cube summary tables.
- Dimensional analysis in business activity monitoring (BAM), Part 2: Improve performance in WebSphere Business Monitor V6.2 with materialized query tables (developerWorks, 2010): Part 2 of this series shows you how MQTs can improve WebSphere Business Monitor performance, and describes a new feature in V6.2 that creates MQTs specially designed for WebSphere Business Monitor.
- WebSphere Business Monitor V6.2 Information Center: Get product information, including features, benefits, demos and trial downloads.
- developerWorks BPM zone: Get the latest technical resources on IBM BPM solutions, including downloads, demos, articles, tutorials, events, webcasts, and more.
- Business Process Management enabled by SOA: Get product information, including features and benefits.