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 [ 140 ] Header Denition As mentioned earlier, Essbase requires a representative of all of the dimensions in the database outline to be included in the data you are attempting to load. Obviously, this is not always possible or even practical. Never fear, the Essbase data load rules le once again has turned this potential issue into a non-issue! While creating the data load rules le, one of the rst things you do is map the different elds in the data to the appropriate dimensions the data will load to. If even one of the dimensions is missing, you will get an error when you try to validate the Essbase data load rules le. This is where the Header Denition function comes into play. For example, the monthly le you receive from the marketing department contains sales information for the company. The data values are always in U.S. dollars, but there is no column or eld in the data that specically says US DOLLAR like you have dened in the database outline. All you need to do is quickly and easily add the US DOLLAR member in the Header Denition and Essbase will load data as if every record in the le contains US DOLLAR data values. To set the Header Denitions: 1. In EAS, open the Data Prep Editor. 2. Click on Options | Data Load Setting. 3. Specify US Dollar in the Header Denition tab 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 Chapter 4 [ 141 ] Step 8: Associating elds with Data Load Properties In order to correctly load the data into the Essbase cube, we need to map each eld in the data, using the data load rules le, to their specic database outline dimensions. This way, while Essbase is loading the data into the database, the data elds are correctly aligned to the right members in the database outline. Essbase will only use the elds you have mapped in your data load rules le. If the data le contains more elds than necessary, Essbase can simply ignore them if you have them tagged as Ignore. This is the key step while setting up the data load rules le. To open the Data Field Properties: 1. In EAS, open the Data Prep Editor. 2. Click on Fields | Properties. 3. As shown below, Data Field Properties option has three tabs: Global Properties, Data Load Properties, and Dimension Build Properties. 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 [ 142 ] Let us talk about the Global Properties and Data Load Properties as Dimension Build Properties were already covered in an earlier chapter. Global properties As the term global applies to everything, in this context, global means both the Dimension Build Properties and Data Load Properties. These are the settings that can be used in the Global Properties tab: 1. Case: There are three types of Case present: Original, Lowercase, and UpperCase. While updating the dimensions, you sometimes want all of the members to be upper case or lower case, or it can be left as originally sent in the data le. Original is selected by default. This is particularly important when you are working with Essbase installed on a Unix platform as it is case sensitive by default. 2. Prex or Sufx: This is to add a prex or sufx to the member so that the member name is unique. You can add your own prex or sufx. 3. Drop leading/trailing spaces: This is used to trim the member before it gets loaded into database outline. This is selected by default. 4. Convert spaces to underscores: In the earlier versions of Essbase, spaces were not allowed. Therefore, this property was used to convert spaces to underscores. This is no longer a problem in newer versions of Essbase, but this property setting is carried over to allow upgraded systems to continue operation without major rework. Data Load Properties In the previous section, you learned how to set the global properties for your data load or dimension build. In this section, you will learn how to add only the data load eld properties. Each eld in the rule le can be an outline member, data member, or data that can be ignored. In the Data Load Properties, we will dene each eld and how it is related to the Essbase outline. 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 [ 143 ] The settings that can be set in the Data Load Properties tab are as follows: 1. Field name: This is where you map your data element to the outline member. You are currently seeing MARKET_ID, which is the column name in the relational database where our data is coming from. The outline member name is different from this column name so you need to select the eld name, clear the information that already exists, and then double-click on the correct outline dimension. You should then see the member name in the Field name (wrapped with double quotes if you have space in the member name). If you do not see the outline and its members, click on the Outline… button to associate this rule to the correct Essbase database. Click the OK button to complete this, or click the Next button to go to the next eld. 2. Data eld: The Data eld can be dened in two ways, one is by dening the eld name like in step 1. If all of the data you are loading is for the same value, Sales, then you can label this column as Sales. If this data value column will represent values for more than one member, that is Sales and Stocks, and the data source contains another column that identies the data member, then the data values column can be named only Data. 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 [ 144 ] As shown in the following screenshot, on eld 7 we have dened the Account dimension name, Total Revenue, and on eld 8 we have dened it as simply Data: 3. Ignore eld during data load: For any elds that are not required to successfully load the data from the le you have received, all you need to do is check the Ignore eld during data load option in the Data Load Properties tab. 4. Scale: Depending on the size of your company or the size of the egos of the company executives, you may nd yourself gathering data that has been scaled to varying degrees. Because of this, Essbase offers you the option to scale your data as you load it. Typically, a busy executive may feel that the number 10,500,000 is too large and bothersome to look at. So, he will ask that his report have the data values scaled into the thousands (1/1000 th ). This would give the report the presentation value of 10,500 which would represent 10,500,000. To do this, select the Scale option and enter the appropriate scaling value you wish to use on the data being loaded (10, 100, 1,000, and so on). 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 . July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Chapter 4 [ 141 ] Step 8: Associating elds with Data Load Properties In order to correctly load the data into the Essbase. licensed for the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Loading Data into Essbase [ 142 ] Let us talk about the Global Properties and. how it is related to the Essbase outline. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Chapter