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
Chapter 4 [ 145 ] Repeat the steps above for all of the elds contained in the data source for which you are creating the data load rule, until all of the elds are dened to Essbase. Now that you have updated the property settings on all of the elds, it would be a good idea to validate all of the eld denitions and properties against your database outline. In the very next step, we will see how to validate the data load rule le. Step 9: Validating the data load rules le In this step, we will validate the correctness of the denition that you have provided to the rule le. Please make sure you validate after making changes to the rule le. If there is any error, you will get errors while loading the data. To validate the data load rules le: 1. In EAS, open the Data Prep Editor. 2. Click on the Validate button (last button on the Data Prep Editor window), or you can click on Options and then click on Validate. 3. You should see a message, The rules le is correct for data loading, 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 Loading Data into Essbase [ 146 ] 4. Let us actually remove the eld denition for the Field6 (go to Field, then Properties, then to Field 6 and remove the Field name) and now click on the Validate button. You should see an error message stating Field6 is not dened as shown here: Step 10: Saving the data load rules le Now that you have validated the data load rules le, and there are no errors, you can save the rules le. Remember to use the proper Essbase 8 character naming convention while saving the rules le. You can save the rules le in your local le system or on the Essbase server using the Essbase le system. We prefer to save all of the les on the Essbase server. The rule les will be saved with the .rul le extension in Application|Database directory on the Essbase server. Whatever place you choose to save your data load rules les, always try to be consistent to make things easier. Consistently saving les in the same location, or consistently naming Essbase database objects, only makes sense and provides easier and less costly support. To save the data load rules le with the Essbase default extension of .rul: 1. In EAS, open the Data Prep Editor. 2. Click on File | Save button to save the le. 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 [ 147 ] Loading data into your database In the steps above, you learned how to create an Essbase data load rule. Now let us learn how to use this data load rules le to actually load data into your Essbase database. As with the Dimension Build, there are several ways to load data into an Essbase database. A few of the ways you can load data into an Essbase cube: • Using the EAS Outline Editor • Using EssCmd or MaxL script commands • Using your own API calls In the next few sections, let us discuss how you can achieve it using the EAS and MaxL statements. Using the EAS to load data into your Essbase cube Using EAS is the manual way of loading data into the cube. This method will probably look very familiar because it is almost identical to the Import Data step of the Export/Import Data process, which we discussed earlier in this chapter. To load data into an Essbase database, using EAS: 1. Navigate to your Application|Database. 2. Then click on Actions | Load Data for "ESSCAR". 3. The Data Load screen will be opened 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 Loading Data into Essbase [ 148 ] The different elds present on the previous screenshot are: • Data Source Type: There are two types of data sources: Data File and SQL. If you have a comma or tab delimited data source le, you need to select Data File. If you are connecting to a relational database to use SQL statements, you need to select SQL. We will be selecting SQL as we will be loading the data from a relational database data source. • Mode: There are three options in mode: Load only, Build only, or Both. Here, you need to mention what you are going to do with this data source. Whether it is used to load data only, update the database outline only, or used for both database outline updates and data loads. Occasionally, as per our business requirement, if a new member value arrives in the data le and does not already exist in the Essbase database outline, you can specify Essbase to update the outline with the new member value and then perform the data load. See how smart Essbase is! This scenario can be achieved by selecting Both. In the Esscar cube we want to load only the data, so we select Load only. • Data Source (Data File): If you are using a data le instead of a relational database data source, you may need to specify the location of the data source le. The data source le can be on your Local System or on the Essbase Server. To select a data le, click on the button Find Data File and follow the prompts. Faster data loading In case of extremely large data les, if possible, deliver the data le to the Essbase server so the data load will process faster, since you will eliminate the network response time from the load process. • Rules File: If you have chosen the SQL option you must select a rules le name, as your SQL is embedded in the data load rules le. To select the data load rules le, click on the button Find Rules File and select the appropriate data load rules le. • Abort on Error: If this box is checked, the data load will abort on any data load error. This is not always the best choice because, depending on where the error is in the data, you may end up with a partial load. • Error File: This allows you to specify the error le location. Remember, there should not be any spaces in the path of the error le. • Overwrite: When the checkbox is selected, the data load process will overwrite the existing error le if any. If the named error le does not already exist, Essbase will create a new error le. 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 [ 149 ] • SQL Username and Password: Here, you need to enter a valid username and password for the relational database you will be connecting to. Since we are using a relational database in this example, we need to provide a valid username and password. • Insert: This button in the data load form inserts another line so you can dene one more set of data load rules. This allows you certain exibility as it is sometimes necessary to load the same data source more than one time to get the desired load results. • Delete: This button in the data load form deletes the line that you have selected. Remember, once you click on the Delete button, it will not prompt you for conrmation, it will delete the line. Use carefully! • Save: It will save information you have for future use. The le will be saved in the standard XML format. • Open: It will open the existing XML le. • Execute in background: If this checkbox is selected, the data load will execute in the background and you can perform other tasks in EAS. • OK: Once you click on the OK button, the data load will commence using data load rules le you selected. The data will be loaded into the Essbase cube. If there are any errors loading the data, a warning message is displayed in the Data Load pane that states the data was only partially loaded into your Essbase database. The error log you have dened will contain information on any rejected data values. After you click on the OK button, the Data Load Results window will be opened 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 . 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 [ 146 ] 4. Let us actually remove the eld denition. to use the proper Essbase 8 character naming convention while saving the rules le. You can save the rules le in your local le system or on the Essbase server using the Essbase le system Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Chapter 4 [ 147 ] Loading data into your database In the steps above, you learned how to create an Essbase data load