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Oracle Essbase 9 Implementation Guide- P42 doc

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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

Calculating your Essbase Cube [ 190 ] In the following screenshot you can see how the vehicle totals are correct because the vehicle dimension has already been calculated: Jan 2009 Feb 2009 Mar 2009 Qtr 1 2009 Sporty Reserved Functional Flashy 2 Door Sedan 4 Door Sedan Worker Player 4X2 Pickup Muddog Climber 4X4 Pickup Total Vehicles 4000 5000 9000 750 1350 2100 12500 350 12850 300 7800 8100 32050 300 7800 8100 4000 5000 9000 750 1350 2100 4000 5000 9000 28200 4000 5000 9000 750 1350 2100 12500 350 12850 300 7800 8100 32050 0 0 0 0 0 0 0 0 0 0 0 0 0 Now that we have the sales rolled up in the vehicle dimension, we can now calculate the Calendar Periods dimension which will roll up the values of the months to the quarters, and then to the years. Can you imagine how the numbers would look if we rolled up the Calendar Periods dimension rst? Jan 2009 Feb 2009 Mar 2009 Qtr 1 2009 Sporty Reserved Functional Flashy 2 Door Sedan 4 Door Sedan Worker Player 4X2 Pickup Muddog Climber 4X4 Pickup Total Vehicles 4000 5000 9000 750 1350 2100 12500 350 12850 300 7800 8100 32050 300 7800 8100 4000 5000 9000 750 1350 2100 4000 5000 9000 28200 4000 5000 9000 750 1350 2100 12500 350 12850 300 7800 8100 32050 8300 17800 26100 5500 7700 13200 25750 2050 27800 4600 20600 25200 92300 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 5 [ 191 ] Looking at these examples can also give you a good idea of why it is so important to correctly set up your dimensions with regards to the Dense and Sparse settings. You can take solace in the fact that this only applies to BSO databases and there are no Dense or Sparse considerations for ASO databases. ASO databases only contain Sparse dimensions. Using Substitution Variables One of the coolest things in Essbase is the substitution variable. Substitution variables are like global variables that can be dened once and then used anywhere in Essbase you want to. The main use for substitution variables is to create a dynamic, easy to use variable which will change with time. Each variable name will have a value associated with it which can be changed (recreated), displayed or deleted. For example, let's say you have a batch job that runs every day. In this daily job you are loading data, calculating it, and creating a unit report for the current month. Now, can you guess what should be the value of the substitution variable? You got it, it is the Month value from the database time dimension. You set the value of the time variable once and you can use it in the SQL statement in your data load rule le. You can also use its value in the FIX statement in a calc script, and in an Essbase database report script. When you code any one of these scripts, you use the name of the substitution variable in the statement in place of the actual value. 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 Calculating your Essbase Cube [ 192 ] In Essbase, you can use substitution variables in the following places: • Dimension Build or Data load Rules File (used in the SQL interface) • Calculation Scripts • Report Scripts • Outline Formulas • MDX Queries • Partition Denitions Substitution variables can be dened on a server level, application level, or database level. These variables can be created using EAS, MaxL scripts, or using API calls and Essbase EssCmd scripts. Some rules while creating the variables are: • The value of a substitution variable should not exceed 256 bytes or characters. • The substitution variable value should not begin with the ampersand [ &] character, although all other characters are allowed. • The user should have READ access to the application or database which has the variable and should have ADMINISTRATOR access to read a variable at the server level. Substitution Variables using EAS We have talked a lot about the substitution variable, let us now see how to create a substitution variable using the EAS. 1. In EAS, scroll down to your Essbase server and select it. 2. Click on Actions | Variables | Variable for <YOUR SERVER NAME>. 3. You should see the New Variable screen as shown: 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 5 [ 193 ] 4. For a Server level variable you need to select All Apps from the Application drop box and all dbs from the database drop box. 5. For an Application Level variable you need to select your application from the Application drop box. 6. For a Database Level variable, you rst need to select your application from the Application drop box and then select your database from the Database drop box. 7. To give a Name to the variable, enter sCurMonth and set the Value to 200801. Click OK. 8. The substitution variable is now created on the server. In order to view the substitution variable, select your Server, Click on Actions | Edit | Variables. You will see the Substitution Variables screen as shown: 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 Calculating your Essbase Cube [ 194 ] 9. To edit a variable which is already created, on the Substitution Variables screen, select the value on the variable you want to change, update the Value and then click on the Set button. 10. To copy a variable, click on the Copy button and the Copy Substitution Variables screen will be displayed (shown below). Select your Application then Database from their respective drop-down boxes. Next, select the Variable name checkbox, check on the Overwrite Exiting value and click OK. To reference a substitution variable from your calc script, you must use the substitution variable's name preceded by an ampersand (&). Substitution Variables using MaxL Now that you are familiar with how to create, drop, and copy a substitution variable using the EAS, let us learn how we can set up a substitution variable at Application, Database, and Server level using the MaxL statement. 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 . your Essbase Cube [ 190 ] In the following screenshot you can see how the vehicle totals are correct because the vehicle dimension has already been calculated: Jan 20 09 Feb 20 09 Mar 20 09 Qtr. rst? Jan 20 09 Feb 20 09 Mar 20 09 Qtr 1 20 09 Sporty Reserved Functional Flashy 2 Door Sedan 4 Door Sedan Worker Player 4X2 Pickup Muddog Climber 4X4 Pickup Total Vehicles 4000 5000 90 00 750 1350 2100 12500 350 12850 300 7800 8100 32050 300 7800 8100 4000 5000 90 00 750 1350 2100 4000 5000 90 00 28200 4000 5000 90 00 750 1350 2100 12500 350 12850 300 7800 8100 32050 8300 17800 26100 5500 7700 13200 25750 2050 27800 4600 20600 25200 92 300 This. the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Calculating your Essbase Cube [ 192 ] In Essbase, you can use substitution variables in

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