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 6 [ 225 ] Example: <ROW("Total Vehicles", "Model Year") This example will place members from the Total Vehicles and Model Year dimensions into the report output as row members. • PAGE Syntax: <PAGE(comma separated dimension list) Example: <PAGE (Market) This example will place members from the Market dimension into the report output as page members. Data range commands The data range commands are a good example of the limitations in data selection we mentioned earlier. As of this writing, there are only three commands available to you. After you look at the coding examples, you will see why we spoke of limitations. BOTTOM Syntax: <BOTTOM ([<rowgroupDimension>,]<rows>, <column>) Example: <BOTTOM (100, @DATACOL(2)) With the BOTTOM command, the returned data is sorted in descending order by the data values and the bottom number of rows, as specied by parameter two for the column specied in parameter three is returned. In the example, the bottom 100 rows of data would be sorted according to the values in data column number two. The TOP command is identical, but returns the top number of rows specied. 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 Using your Essbase Cube [ 226 ] Data ordering command Yes, it says data ordering command because there is only one command. Although this command has a name similar to a command used in relational databases, the difference, and to some a limitation, is that the data returned by the Essbase report script is ordered by data value columns only. Columns that contain metadata or member names, cannot be sorted using this command, since only columns containing numeric data values are considered for ordering. ORDERBY Syntax: <ORDERBY ( [<rowgroupDimension>,] <column> [<direction>]{,<column> [<direction>]}) Example: <ORDERBY (Sales, @DATACOL(1) DESC) This example will sort the rows of data returned with the member name of Sales on data column one in descending order (data value order): Member selection and sorting commands To compensate for the limitations we mentioned previously, Essbase provides us with several dozen member selection and sorting commands. You have already seen many of these commands in the previous chapter on calculation scripts and they perform the same functions. The only difference is that the syntax for the report script commands is different than it is for the calculation and member formula commands. Here are a few examples so you can get the idea. 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 6 [ 227 ] CHILDREN Syntax: <CHILDREN mbrName Example: <CHILDREN "Calendar Periods" This example will return data rows for all children of the Calendar Periods member, but no data for the Calendar Periods member itself. Notice we said member when Calendar Periods is actually a dimension too. We did this to show you that in this command, you can enter any member name that has its own children and want only to return its children. Keep in mind that Essbase will do exactly as you instruct it to do. When you say to return the children of the Calendar Periods dimension, you will get the Quarter values. Other dimensions not mentioned will be at the highest level unless specied. ICHILDREN Syntax: <ICHILDREN mbrName Example: <ICHILDREN "Calendar Periods" This example will return data rows for all of the children of the Calendar Periods member and for the Calendar Periods member itself. Notice that here too we said member when Calendar Periods is actually a dimension as well. We did this to show you that in this command, you can enter any member name that has its own children and want to return those children and their parent. Format commands The format commands tell Essbase how your report output will look. Unless otherwise specied in the command itself, these commands can be used multiple times in a script, and will only affect the rows of data returned by other commands that are written after the format commands in the script. There are many more of these formatting commands available to you. Some have almost overlapping abilities, so they can be somewhat confusing. If you are using your report script to extract data for a at le, you will not need too many of these formatting commands. If you are trying to create really fancy looking reports, you will need plenty of practice and patience. 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 Using your Essbase Cube [ 228 ] SUPCOMMAS Syntax: { SUPCOMMAS } Example: { SUPCOMMAS } This example will return numeric data rows with no commas delineating the numbers for values over 999. COMMAS Syntax: { COMMAS } Example: { COMMAS } This example will return numeric data rows with commas delineating the numbers for values over 999. WIDTH Syntax: { WIDTH number [ column1 [ column2 [ columnN ] ] ] } Example: { WIDTH 20 } This example will truncate all column widths to 20 spaces wide, regardless of their actual width. Column or row calculation While these are some pretty cool commands, we recommend that you be very careful with their use. As you must know by now, we have repeatedly stated the benets of Essbase's dynamic data calculating abilities and there is no arguing that. When you use these row and column calculation commands, you are articially creating data that does not actually exist in the Essbase database. 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 6 [ 229 ] We say to be cautious because if there is ever a question about the report script generated data, it will not always be the easiest to track down or debug. Again, nice functionality, but use it very carefully. All calculation commands must be enclosed in curly braces as shown. CALCULATE COLUMN Syntax: {CALCULATE COLUMN "newColumn" = expression } Example: {CALCULATE COLUMN "Actual YTD" = 1 + 2} This example will create a new column called Actual YTD which will be the sum across of columns 1 and 2. Again, if the Actual YTD value does not exist in Essbase, it may be difcult to debug the data displayed on the report, unless you are intimately familiar with the report script itself. ONCOLCALCS Syntax: { ONCOLCALCS } Example: { ONCOLCALCS } This command must be used in the script prior to coding the CALCULATE COLUMN command to turn on the column's calculating ability. OFFCOLCALCS Syntax: { OFFCOLCALCS } Example: { OFFCOLCALCS } This command must be used in the script after coding the CALCULATE COLUMN command to turn off the column's calculating ability. 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 . numbers for values over 99 9. COMMAS Syntax: { COMMAS } Example: { COMMAS } This example will return numeric data rows with commas delineating the numbers for values over 99 9. WIDTH Syntax: { WIDTH. the Essbase database. 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 6 [ 2 29 ] We. 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 Using your Essbase Cube [ 226 ] Data ordering command Yes, it says data