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Oracle Essbase 9 Implementation Guide- P32 ppsx

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  • Cover

  • Table of Contents

  • Preface

  • Chapter 1: Installing Oracle Essbase

    • Installing the Essbase analytic server

    • Installing Essbase Administration Services

    • Starting the EAS

    • Installing the Essbase Add-in for Microsoft Excel

    • A typical network setup

    • Summary

  • Chapter 2: Essbase Data and Design Considerations

    • Introduction to OLAP

    • Determining the data requirements

    • Determine data storage options

    • Types of Essbase applications

      • Aggregate Storage Option (ASO)

      • Block Storage Option (BSO)

      • Unicode and Non-Unicode applications

    • Creating your first Essbase application

      • Essbase Application Properties

        • Startup section

        • Security

        • Minimum access level

    • Types of Essbase databases

      • The normal (non-currency) database

      • Essbase currency database

    • Database components

      • The database outline

      • Linked Reporting Objects

      • Partitions

      • Calculation scripts

      • Report scripts

      • Database load rules files

    • Allowing duplicate member names

    • Create your first Essbase database

      • General tab

      • Dimensions tab

      • Statistics tab

      • Caches tab

      • Transactions tab

      • Storage tab

      • Currency tab

      • Modifications tab

    • Types of Essbase users

    • Summary

  • Chapter 3: Building the Essbase Outline

    • Before we begin

    • The Essbase outline—the foundation

    • Dimensions and members

      • Outline member descriptors

      • Generations and Levels

        • Generation

        • Level

    • Types of dimensions

      • Standard dimension

        • The Account dimension type

        • The Time dimension type

        • The Country dimension type

        • No dimension type or general dimension

        • The Currency Partition dimension type

      • The Attribute dimension

      • Dense and Sparse dimensions

    • Build your first outline

    • Member properties

      • Member consolidations

      • Valid consolidation operators

      • Member storage

      • Member formulas

      • Member alias

        • Alias table

    • Build your first data rules file

      • Step 1: Start the Data Prep Editor

      • Step 2: Associate the Dimension Build Rules file

      • 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 Denition 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 Denition 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 specically says US DOLLAR like you have dened in the database outline. All you need to do is quickly and easily add the US DOLLAR member in the Header Denition and Essbase will load data as if every record in the le contains US DOLLAR data values. To set the Header Denitions: 1. In EAS, open the Data Prep Editor. 2. Click on Options | Data Load Setting. 3. Specify US Dollar in the Header Denition 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 specic 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. Prex or Sufx: This is to add a prex or sufx to the member so that the member name is unique. You can add your own prex or sufx. 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 dene 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 dened in two ways, one is by dening 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 identies 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 dened the Account dimension name, Total Revenue, and on eld 8 we have dened 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

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