Step 3: Open data load file or the SQL data source file
Step 4: Set the Data Source Properties
Step 5: Set the View to Dimension build fields
Step 6: Select Dimension build method
Generation reference
Level reference
Parent-child reference
Step 7: Format file
Step 8: Associate fields with dimensions
Step 9: Validate the Dimension Build rules file
Update your outline using a rules file
Update your outline using the EAS Outline Editor
Update using MaxL Shell
Executing MaxL from EAS editor
Executing MaxL from command prompt
Attribute dimensions
User Defined Attributes (UDA)
Dynamic Time Series
Shared members
Summary
Chapter 4: Loading Data into Essbase
Make your data Essbase-friendly
Essbase-friendly thoughts
Essbase-friendly example
Types of data sources
Type of data
Types of files used for data loads
Relational databases
Data load methods
Data file freeform (no load rule)
Essbase export and import (no load rule)
Structured data load (load rule used)
Microsoft Excel Lock and Send (no load rule)
Building your first data load rules file
Step 1: Starting the Data Prep Editor
Step 2: Associating the data load rules file
Step 3: Opening data load file or the SQL
data source file
Step 4: Setting the View to Data Load Fields
Step 5: Setting the Data Source Properties
Step 6: Updating the Data Load Settings
Step 7: Setting the Data Load Values
Clearing Data Combinations
Header Definition
Step 8: Associating fields with Data Load Properties
Global properties
Data Load Properties
Step 9: Validating the data load rules file
Step 10: Saving the data load rules file
Loading data into your database
Using the EAS to load data into your
Essbase cube
Loading data using MaxL
Data Load vs. Dimension Build
Summary
Chapter 5: Calculating your Essbase Cube
Calculating your database
The Essbase calculation script
Essbase outline member formula
Calculation types explained
Calculation Scripts
Stored data member formula
Dynamic Calc and Dynamic Calc and Store
Essbase calculation terminology
Default database calculation script
Calc All
Calculate/Aggregate dimension
Essbase Calc commands and functions
Data declarations
Control flow
FIX/ENDFIX
EXCLUDE/ENDEXCLUDE
Functional
SET command functions
Conditionals
IF/ENDIF
Boolean
Relationship functions
Operators
Member set
Range (Financial)
Forecasting
Statistical
Date and Time
Miscellaneous
Order of calculation
Two-Pass Calc
Using Substitution Variables
Substitution Variables using EAS
Substitution Variables using MaxL
Create variables at the server level
Create variables at the application level
Create variables at the database level
Displaying the Substitution Variable and its value
Displaying the Substitution Variable in the
SQL editor
Building your first Calculation Script
Writing and saving a Calculation Script
Executing your Calculation Scripts
Running Calculation Scripts manually
using EAS
Running a Calculation Script using an Essbase Command Script (EssCmd)
What the EssCmd script looks like
Running a Calculation Script using a
MaxL Script
Running a Calculation Script using the Essbase API
Running a Calculation Script from
Microsoft Excel
Running a Calculation Script through the
Essbase Add-In
Running a Calculation Script using Microsoft
Excel VBA
Summary
Chapter 6: Using your Essbase Cube
Using your Essbase database
How do you use your data in the real world
Ad hoc data
Canned reporting
Export data
Forecast analysts
Planning analysts
Budget analysts
Financial analysts
The real target users of your Essbase data
Ways to extract your Essbase data
The Essbase Report Script
How to create an Essbase Report Script
Report script commands and functions
Report layout commands
Data range commands
Data ordering command
Member selection and sorting commands
Format commands
Column or row calculation
Member names and aliases
Building your first Essbase report script
Executing your report scripts
Run reports using EAS
Running a report script using an Essbase command script
Running calc using a MaxL script
Previewing data in EAS
Cubeview
Properties
Summary
Chapter 7: Getting the most out of the Microsoft Excel Add-in
Reporting with the Microsoft Excel Add-in
Connecting to Essbase
Connecting to Essbase from Microsoft Excel
Disconnecting from Essbase
Launching the Essbase Query Designer
Retrieving data from Essbase
Setting the add-in spreadsheet options
Display tab
Zoom tab
Mode tab
Global tab
Selecting Essbase members for your query
Using the Keep Only function
Using the Remove Only function
Zooming in on your data
Zooming out on your data
Pivot Essbase members on your spreadsheet
Flashback: The Essbase Add-in Undo
Locking the data and retrieving
Locking the data
Unlocking the locked data
Sending your data to the database
Running a database calculation
Retrieving your sheet without data
Zooming in on sample data
Linking objects to your data
Creating graphical data representations
Using the currency conversion tool
Custom Microsoft Excel workbook reporting
A final word on the Essbase add-in
Using the Essbase Query Designer
Where do I find the Essbase Query Designer
Creating a query with Essbase Query Designer
Page dimensions
Row dimensions
Column dimensions
Sample query
Report script by-product
Summary
Chapter 8: Automating your Essbase Cube
Essbase command scripts (EssCmd)
Creating an Essbase command script
EssCmd commands and categories
Coding a basic EssCmd
Always remember EssCmd logging
Connecting to an Essbase server
What about error checking
Adding some functional commands
The finished script
Executing an EssCmd
Essbase MaxL scripts
Logging on to the Essbase server
Working with an Essbase application in MaxL
Creating an application
Altering the application
Display application
Drop application
Working with an Essbase database from MaxL
Creating or replacing a database
Altering a database
Display database
Drop database
Working with data in MaxL
Working with database calculations in MaxL
Create calculation
Display calculation
Execute calculation
Drop calculation
Working with user privileges in MaxL
Create user
Alter user
Display user
Drop user
Grant user
Working at the System level with MaxL
Alter system properties
Display system properties
Substitution variables
Executing a MaxL statement
Executing MaxL from Command Prompt
Executing MaxL from EAS
Essbase Application Programming
Interface (API)
Installing the Essbase API
What you should know to use the
Essbase API
What functions are available in the
Essbase API
Essbase API programming tips
Essbase nested coding style examples
Essbase API function declarations
How to code an API function
Essbase API code sample blocks
The sample API subroutine explained
Summary
Chapter 9: Advanced Techniques
Performance tuning your database
The shape of your database outline
The hourglass outline
Database block size
Database configuration settings
Data retrieval buffers
Data cache settings
Data load and storage settings
Partitioning databases
Analytic server configuration file
Configuration categories
Configuration settings to consider
Ports and connections
Logging and error handling
Calculation
Data import/export
Memory management
essbase.cfg memory settings
Summary
Chapter 10: Essbase Analytics Option
What is ASO
Creating an aggregate storage
Application|Database
Hierarchies
Stored hierarchies
Dynamic hierarchies
Outline paging
Aggregation
MDX query language
MDX functions for ASO
MDX function examples
MDX query syntax
Executing an MDX query
Tuples and Sets
Pros and cons of ASO and BSO
Pros and cons of BSO
Pros
Cons
Pros and cons of ASO
Pros
Cons
Summary
Chapter 11: Essbase System 9 Components
Overview of System 9 components
Essbase Analytic Services (Essbase agent)
Essbase Planning
Essbase analytics
Hyperion Application Link/Oracle
Application Link
Oracle Business Rules
Oracle Reports
Essbase Shared Services
Oracle Essbase Provider Services
Essbase Smart Office
Oracle Essbase Financial Reporting
Smart View for Microsoft Office
Summary
Appendix: A New Essbase Companion—Oracle Smart View
Reporting with Oracle Smart View
Adding a data source with the connection manager
Retrieving data using Smart View in
Microsoft Excel
POV Manager
Submitting data and calc scripts in Smart View
Using Smart View in other Microsoft Office products
Index
Nội dung
Loading Data into Essbase [ 130 ] 7. Finally, you can accept the default output for the log which will be generated by the data load or you can type a new path. 8. Click OK to load your data. There you have it! You have just loaded data without a rules le. Structured data load (load rule used) In Essbase, you can create a load rule le to load data into an Essbase cube. In this rule le, you need to dene the data source. This data source can be a at le or an SQL query, you can also write the queries in the load rule. Using the rule le, you can cleanse the data before it gets loaded into the cube. Let us quickly see the types of the load rules le: • Flat le load rule: As explained earlier in this chapter, and will be demonstrated shortly, probably the most common method of loading data into your Essbase database is by a data at le and Essbase data load rule method. Inside the data load rule, you dene to Essbase what elds in the data le relate to what dimensions in the database outline. The database load rule is also where you can perform data transformations, data substitutions, data manipulations, or pretty much any other task you need to perform to get your data Essbase-friendly. Then either manually or automatically, you perform a data load into your Essbase database using the data le and the load rule created for it. • Relational database SQL load rule: This data load method is essentially identical to the at le load rule method, except for one huge difference. Instead of the input data contained in the form of a at le, the data is being selected directly from a relational database's table or tables. Real SQL statements are used and an ODBC connection is used behind the scenes by the load rule to connect to the relational database. After this, the creation of the load rule is identical to the at le method when it pertains to data handling, and so on. Microsoft Excel Lock and Send (no load rule) This method is perhaps the quickest, down and dirty, method of loading data into an Essbase database. While it is fast and easy, there are limitations and precautions. Since Microsoft Excel is the natural front end for Oracle Essbase, they do work rather seamlessly together. However, you do need to remember, that what you are doing with a spreadsheet's "Lock and Send" function is updating existing data as there are no provisions for adding new members to the database outline through Microsoft Excel. Also, Essbase seems to have difculty locking too many data cells when asked by Microsoft Excel. Due to performance issues, you may want to consider splitting spreadsheets that contain a considerable amount of rows. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Chapter 4 [ 131 ] As this is typically how the business users will update the data, it is a more than acceptable method. This method is also ideal for tweaking specic data values prior to calculation. Finally, this method is ideal for data validation when writing and executing new Essbase calculation scripts. You can retrieve data into your spreadsheet, execute your Essbase calculation script, and retrieve the data into another sheet to compare the changes. If the results are not what you expected, then simply "Lock and Send" the data in the rst sheet back to the database, make adjustments to the calculation script, and run it again, then retrieve the data once more to validate. The "Lock and Send" method is explained in detail in the later chapters. That was easy! Building your rst data load rules le Actually, we should have said build your second data load rule le, as we have built one rules le already. The rst one you built, in the previous chapter, is a dimension build rules le. Now, in this chapter, we are discussing how to load data into your Essbase cube so this is a data load rules le. In the previous section, we talked about how to load data without a data load rules le. We will now learn how to cleanse the data, make the data Essbase-friendly and then load the data into the Essbase using an Essbase data load rules le. Once you have created a data load rules le, just like the dimension build rules le, you can use it to manually load the data from the EAS or use EssCmd or MaxL (Essbase scripting languages), to load the data into your Essbase database. You can even write your own program that makes its own API call to load the data into Essbase. Here are some of the advantages of using the data load rules les: • Makes the data Essbase-friendly • Ignores the data elds that do not need to be loaded into Essbase • Species whether to overwrite the existing data, add to existing data, or subtract from existing data • Trims out spaces • Changes the scaling of decimal numbers • Converts case from upper to lower and vice versa • And much more This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Loading Data into Essbase [ 132 ] Next, we take you through the steps required to create a rules le you will use to load data into your Essbase database. Always remember, no matter how you load the data, through EAS, EssCmd or MaxL, or programmatically, you will always use the same rules le in your load process. That's simple and convenient! Step 1: Starting the Data Prep Editor Follow the given steps to start the Data Prep Editor: 1. In EAS, click on the File menu pick. 2. Select Editors and click on the Data Prep Editor, or click on New, and from the New dialog click the Scripts tab and select Rules File, then click on OK. 3. The Data Prep Editor will open as shown in the following screenshot. 4. Once the Data Prep Editor is opened, the menu items in EAS will change. Step 2: Associating the data load rules le In order for you to successfully validate the rules le to the database and outline for which it is intended, you will need to associate the rules le to the correct database outline. This association of the rules le to the database outline is saved the rst time. However, Essbase will ask you to associate the rules le again to the proper database outline every time you reopen this rules le. You do not need to re-associate the database outline if you do not wish to as the rules le will remember the initial association. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Chapter 4 [ 133 ] To associate your data load rules le to a database outline: 1. Again, using EAS, open the Data Prep Editor. 2. Click on Options | Associate Outline or click on the Associate button in the Data Prep Editor. Step 3: Opening data load le or the SQL data source le The source data which needs to be loaded into the Essbase cube can be a data le (Comma separated les like a .txt le, or a .dat le) or a relational database which can be retrieved using the relational databases own SQL statements. The following screenshot shows the Esscar data in the relational database system (Oracle): To open a data source le or SQL data source: 1. In EAS, open the Data Prep Editor. 2. Once you've clicked on File you should see the options Open Data File or Open SQL. In the previous chapter, you saw how to use the Data File. In this chapter, we will see how we can achieve the same thing using the SQL data source: 1. Click on the Open SQL selection. 2. A new window will open asking you to select the Server name, Application name, and Database name. Please select the appropriate names and click OK. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Loading Data into Essbase [ 134 ] 3. You will see the Open SQL Data Sources window as shown in the following screenshot: As shown in the previous screenshot, you can write your own SQL query. However, you are somewhat limited to what you can write. Here is how to write your own SQL query: 1. SELECT, FROM, and WHERE are already declared. This is a great feature for writing most queries, but if you are unable to write any particularly complex queries, you can always create an Essbase temporary table in your relational database that contains everything you need (data values, columns, and so on). Then, your data load rule SQL statement only needs to be a simple SELECT <column names> FROM, WHERE…. 2. Write your query and click on Retrieve. 3. Enter the SQL user ID and password and click on OK and you should see the data populated as shown here: This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com . common method of loading data into your Essbase database is by a data at le and Essbase data load rule method. Inside the data load rule, you dene to Essbase what elds in the data le relate. of loading data into an Essbase database. While it is fast and easy, there are limitations and precautions. Since Microsoft Excel is the natural front end for Oracle Essbase, they do work rather. le. We will now learn how to cleanse the data, make the data Essbase- friendly and then load the data into the Essbase using an Essbase data load rules le. Once you have created a data load