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Oracle Essbase 9 Implementation Guide- P67 potx

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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

Chapter 8 [ 315 ] Code Sample: alter database 'ESSCAR'.'ESSCAR' rename to 'ESSCARN'; These are some of the commands that you can perform using the ALTER database. Display database With MaxL you can display all of the pertinent information about a database in one easy command. Syntax: display database <all | Db-Name | on application App-name>; Code Sample: display database; display database all; display database 'ESSCAR'.'ESSCAR'; Drop database This command is used to delete Essbase databases and if a database has some of its objects locked, then also use the FORCE parameter to unlock those objects. Syntax: drop database <Db-Name>; Code Sample: drop database 'ESSCAR'.'ESSNEW'; drop database 'ESSCAR'.'ESSNEW' force; Working with data in MaxL With MaxL statements you can also import data into an Essbase database or export data from the Essbase database to a text le. These two statements are powerful statements and are very widely used. The import statement not only imports data into the Essbase cube, it is also used t o update dimensions in the 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 Automating your Essbase Cube [ 316 ] Syntax: import database <app-name>.<db-name> data | dimension: data is used when we are loading data into the cube. Use dimension for updating dimension in the outline. connect as <Database Username>: Since we are loading the data from a relational database, please specify the user name here. IDENTIFIED BY <Database password): Specify your relational database password. USING (Information about the Rules File) LOCAL | SERVER: Location of the rules le RULE_FILE RULE FILE NAME: Name of the rule le ON ERROR APPEND TO (error File information) WRITE | APPEND ERROR FILE NAME: Path for error le C:/book/dataload.err Code Sample: import database 'ESSCAR'.'ESSCAR' data connect as 'hypuser' identified by 'password' using server rules_file 'dSales' on error write to 'C:/book/dataload.err'; The export MaxL statement is used to export the level 0 data, all of the data, or just the input data from the Essbase cube into a text le. This function is mainly used for data retention as per company policy or backing up critical data. Syntax: export database <app-name>.<db-name>; all | level 0 | input : all indicates all levels of data, level 0 indicates only leaf node data which excludes the aggregated data, and input indicates only input data. data in columns to data_file <File-name>; Code Sample: export database 'ESSCAR'.'ESSCAR' all data to data_file 'C:/book/ export_data.txt'; 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 8 [ 317 ] Working with database calculations in MaxL Using MaxL you can also create database calculation les, display the list of calc les, drop calc les, and execute calc les. Create calculation MaxL statements let you create a new calc le or copy an existing calc le from another application on the server. Syntax: create calculation <Calc-name> <Calc-string | as calc-name> Code Sample: create calculation 'ESSCAR'.'ESSCAR'.'ESSCALC' 'CALC DIM(PRODUCTS, MARKETS)' Upon execution of the above code a new calc script named ESSCALC will be created within the ESSCAR application. Display calculation The display MaxL statement will display the calculation scripts on the analytic server. Syntax: display calculation <all | <Calc-name> | on application <App-name> | on database <Db-Name>>; Code Sample: display calculation all; display calculation on application 'ESSCAR'; Execute calculation The execute calculation MaxL statement will run the specied calc script. Syntax: execute calculation < Calc-name > | Calc-name on database Db-String | Calc – String on Db-Name | default.; 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 Automating your Essbase Cube [ 318 ] Code Sample: execute calculation 'ESSBCAR'.'ESSCAR'.'ESSCALC'; execute calculation 'CALC DIM(PRODCTS,MARKET)' on 'ESSACAR'.'ESSCAR'; Drop calculation The drop calculation MaxL statement will delete the existing named calc script. Syntax drop calculation < Calc-name >; Code Sample: drop calculation 'ESSCAR'.'ESSCAR'.'ESSCALC'; Working with user privileges in MaxL Using MaxL statements, the database administrator can create, edit, display, drop, and grant privileges to user IDs. The basic accesses you can grant to a user ID are the same as dened in either the application properties or the database 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 Chapter 8 [ 319 ] Looking at the previous screenshot you can see the choices provided to you for default access to the Essbase applications or databases. The only difference is if you set the access at the application level, the user will have the selected level of access for all databases within the application. If you grant this same level of access at the database level the ID will have this level of access only at the database level for which it was given. Create user Using the MaxL statement, you can create a new user, assign a default password, and associate the user with a database access group. Syntax: create user <user-name> identified by <password> as <EXISTING USERNAME> | member of group <group-name>; Code Sample: create user essuser identified by essinit member of group esssales; Alter user The alter MaxL statement lets the administrator edit a user such as: change the group, remove the user from a group, enable the password, disable the password, and reset the user. Syntax: alter user <user-name> add to group <Group-name>; /* Adds an existing user to an access group */ alter user <user-name> remove from group <Group-name>; /* Removes an existing user from an access group */ alter user <user-name> rename to <new user-name>; /* Renames an existing user to a new user name */ alter user <user-name> enable; /* Reactivate the user's ID */ alter user <user-name> disable; /* Disable the user ID */ alter user <user-name> set_password <new-password>; /* Set a new password for a specified user ID */ alter user <user-name> set_password_reset_days <integer> days | none | immediate | exact; /* Set the password time to live in days */ alter user <user-name> reset; /* This statement resets the user ID. If the user ID is locked then it will be unlocked. Unsuccessful password attempts will set to 0 */ 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 8 [ 3 19 ] Looking at the previous screenshot you can see the choices provided to you for default access to 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 Automating your Essbase Cube [ 318 ] Code Sample: execute calculation 'ESSBCAR'.'ESSCAR'.'ESSCALC'; execute. sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Automating your Essbase Cube [ 316 ] Syntax: import database <app-name>.<db-name> data

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