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Oracle Essbase 9 Implementation Guide- P77 ppt

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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

Essbase Analytics Option Welcome to the exciting world of Essbase Analytics known as the Aggregate Storage Option (ASO). In the rst nine chapters of this book, we have taken you from being a competent IT professional that is an Essbase novice, to that same competent IT professional who is now a capable Essbase programmer/administrator as well. All along this journey, we've been using the Block Storage Option (BSO) database architecture. We have presented all of the instructions, teachings, and examples based on the BSO, in Essbase. All of the efcient methods of processing, performance tuning, and database design have been geared towards using the BSO. In fact, prior to Essbase version 7.x, your only option was the use of the BSO architecture for building Essbase applications. Well, now you're ready to take everything one step further. You see, the BSO architecture used by Essbase is the original database architecture as the behind the scenes method of data storage in an Essbase database. Remember, we have already discussed that the block construction can be conceptually compared to a Rubik's Cube for how the data is stored in the cells of a data block, like the cells of color on a Rubik's Cube. The ASO method is entirely different. Let's learn all about the ASO which is now also used to store data in an Essbase database. We will learn exactly what ASO is, how it works, and when to use ASO instead of BSO. We will explain the use of the special industry standard multidimensional data query language known as MDX that is employed by Essbase, and is particularly effective with ASO. Finally, we'll go over the pros and cons of ASO and BSO. 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 Essbase Analytics Option [ 366 ] What is ASO ASO is Essbase's alternative to the sometimes cumbersome BSO method of storing data in an Essbase database. In fact, it is BSO that is exactly what makes Essbase a superior OLAP analytical tool but it is also the BSO that can occasionally be a detriment to the level of system performance demanded in today's business world. In a BSO database, all data is stored, except for dynamically calculated members. All data consolidations and parent-child relationships in the database outline are stored as well. While the block storage method is quite efcient from a data to size ratio perspective, a BSO database can require large amounts of overhead to deliver the retrieval performance demanded by the business customer. The ASO database efciently stores not only zero level data, but can also store aggregated hierarchical data with the understandings that stored hierarchies can only have the no-consolidation (~) or the addition (+) operator assigned to them and the no-consolidation (~) operator can only be used underneath Label Only members. Outline member consolidations are performed on the y using dynamic calculations and only at the time of the request for data. This is the main reason why ASO is a valuable option worth consideration when building an Essbase system for your customer. Because of the simplied levels of data stored in the ASO database, a more simplied method of storing the physical data on the disk can also be used. It is this simplied storage method which can help result in higher performance for the customer. Your choice of one database type over the other will always depend on balancing the customer's needs with the server's physical capabilities, along with the volume of data. These factors must be given equal consideration Creating an aggregate storage Application|Database Believe it or not, creating an ASO Essbase application and database is as easy as creating a BSO application and database. In case you have forgotten how to do it from the information we've given you in earlier chapters, all you need to do is follow these simple steps: 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 10 [ 367 ] 1. Right-click on the server name in your EAS console for the server on which you want to create your ASO application. 2. Select Create application | Using aggregate storage as shown in the following screenshot: 3. Click on Using aggregate storage and that's it. The rest of the steps are easy to follow and basically the same as for a BSO application. To create an ASO application and database, you follow virtually the same steps as you do to create a BSO application and database. However, there are some important differences, and here we list a few: • A BSO database outline can be converted into an Aggregate Storage database outline, but an Aggregate Storage database outline cannot be converted into a Block Storage database 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 Essbase Analytics Option [ 368 ] Steps to convert a BSO application into an ASO application: ° Open the BSO outline that you wish to convert, select the Essbase database and click on the File | Wizards | Aggregate Storage Outline Conversion option. You will see the rst screen Select Source Outline. The source of the outline can be in a le system or on the Essbase Server. In this case, we have selected the OTL from the Essbase Server and then click Next as shown in the following screenshot: ° In the Next screen, the conversion wizard will verify the conversion and display a message that the conversion has completed successfully. Click Next. ° Here, Essbase prompts you to select the destination of the ASO outline. If you have not yet created an ASO application, you can click on the Create Aggregate Storage Application on the bottom-right corner of the screen as shown in the next screenshot: 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 10 [ 369 ] Enter the Application and the Database name and click on OK. Your new ASO application is created, now click on Finish. Your BSO application is now converted into an ASO application. You may still need to tweak the ASO application settings and outline members to be the best t for your needs. • In an ASO database, all dimensions are Sparse so there is no need to try to determine the best Dense/Sparse settings as you would do with a BSO database. • Although Essbase recommends that you only have one Essbase database in an Essbase application, you can create more than one database per application when you are using the BSO. When you create an ASO application, Essbase will only allow one database per application. There is quite a bit to know about ASO but have no fear, with all that you know about Essbase and how to design and build an Essbase system, it will seem easy for you. Keep reading for more valuable information on the ASO for things like, when it is a good time to use ASO, or how do you query ASO databases effectively, or even what are the differences between ASO and BSO. If you understand the differences, you can then understand the benets. 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 . sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Essbase Analytics Option [ 366 ] What is ASO ASO is Essbase& apos;s alternative to the sometimes. 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 Essbase Analytics Option [ 368 ] Steps to convert a BSO application. 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 10 [ 3 69 ] Enter the Application and the Database name and click

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