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Oracle Essbase 9 Implementation Guide- P78 ppsx

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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 [ 370 ] Hierarchies Dimensions can have one or more hierarchies of the members. Included with your installation of Essbase, you get the sample ASO application called ASOsamp to use as a guide when learning about ASO. In ASO, there are two types of hierarchies: • Stored hierarchies • Dynamic hierarchies An outline dimension in an ASO database can have any number of members and these members can only be set as either stored members or dynamic members. They can even have both of the hierarchies. In order to set the dimension to have both types of hierarchies, you need to enable Multiple Hierarchies Enabled. If no hierarchy is dened, then by default it is tagged as Stored hierarchy. To enable multiple hierarchies, follow these steps: 1. Right-click on the dimension or member name you wish to enable the multiple hierarchies on. Click on Edit member 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 10 [ 371 ] 2. On the Member Properties screen, under the Hierarchy section, select Hierarchies Enabled from the Hierarchy list box: Stored hierarchies Using Stored hierarchies, the data is aggregated based on the outline structure. The data aggregation and data retrieval is faster. There are a few restrictions when using Stored hierarchies: • Stored hierarchies cannot have member formulas. • Stored hierarchies can have the no-consolidation (~) operator for Label-only members. A member that is label only is merely in the outline as a place holder or to be informational and does not store data. A good example of this is our Calendar Periods dimension. While the root member Calendar Periods is useful to have for information, the data would make no sense rolled upto this level. 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 [ 372 ] Dynamic hierarchies Using Dynamic hierarchies, the data is not aggregated but is calculated at the time of the data retrieval. Since the data is calculated at the time of retrieve, the response time for the output is longer. The account dimension is always tagged as Dynamic hierarchies and you cannot change the account dimension to stored hierarchy. The advantages of the Dynamic hierarchies are: • Dynamic hierarchies can have formulas. • Dynamic hierarchies can have any consolidation operator. The following screenshot shows an example of how the Dynamic and Stored hierarchies are used in the sample ASO database. In the sample ASO database's case, you can see that the Time dimension has MultipleHierarchies Enabled: Outline paging This is one major difference between a Block Storage application and an Aggregate Storage application that provides a noticeable boost in performance. Unlike a BSO application, where the database outline must be loaded into memory as a single element, the database outlines in ASO databases are created and stored in what can be considered a page-able format. This means that instead of Essbase loading the entire database outline into memory, the page-able outline can be loaded into memory either one page or section at a time. This can free up resources and can help make data retrieval and data aggregations faster by reducing the amount of memory consumed by large database outlines. 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 [ 373 ] Aggregation There is no need for complex calculation scripts in an ASO database. Now, you may be wondering how the data gets aggregated without performing any calculated aggregation? How fast will my data get retrieved? In an ASO database, the data gets loaded only into the level 0 (leaf node) cells. When the user attempts to retrieve data at a level higher than the zero level, the data is dynamically aggregated. Also, remember a good portion of this aggregated data is not physically stored in the database. As the database size increases, the dynamic aggregation consumes more time. In order to improve the database performance, you may need to pre-a ggregate the data. MDX query language So is now a good time to spring a new scripting language on you? Of course it is! Okay, so it's not really a whole new language, it's just a piece of the MaxL scripting language we haven't gone over with you yet. You may recall how we've gone over the MaxL scripting language previously. Well, the MaxL scripting language actually has two pieces. These MaxL pieces are known as MaxL DDL for Data Denition Language, which is the piece you are already familiar with and MaxL MDX for Multidimensional Expressions. Why have we not explained something like MDX in-depth already? The reason is that while the DDL piece of MaxL contains many powerful functions that are written in relatively easy to understand syntax and it can easily replace the Essbase Command scripting language (EssCmd) as your primary tool for automating database maintenance and support processes, the MDX piece of MaxL is more of a data querying language. Yes, MDX is very powerful as is DDL, but its usefulness can be debated since there are several other methods of querying data in Essbase that are just as effective and easier or more convenient to use. The Essbase Reports scripting language with the aid of the Essbase Query Designer, is one example that comes to mind as an effective data querying tool. MDX also supports the XML for Analysis (XMLA) API. MDX however, has its place and its place is where it is best suited. The place for MDX is querying ASO Essbase databases. 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 [ 374 ] MDX functions for ASO As we said earlier, the MDX data query language is a useful tool in its own right. In most cases, the MDX language has equivalent functions for each member set function found in the Essbase Calculation Script language or the Essbase report script language. The following screenshot shows the complete list of MDX data query functions available: Now, look at the functions listed here. They look like a hybrid between Essbase member selection functions and typical SQL functions found in any relational database. Unfortunately, after all of the hard work we've been through getting you to think and act like an Essbase programmer/administrator, we don't want you to slip back into the relational way of thinking. This is only acceptable when querying an ASO database, because it is indeed set up somewhat similar to a relational database in terms of data structure. 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 . querying ASO Essbase databases. 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 Essbase Analytics. methods of querying data in Essbase that are just as effective and easier or more convenient to use. The Essbase Reports scripting language with the aid of the Essbase Query Designer, is one. 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 [ 372 ] Dynamic hierarchies Using Dynamic

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