151017951essbase Adv PDF

ORACLECORPORATION
EssbaseAdvanced
BuildingQuickCubesforDemosandPOCs
OracleEssbaseEdition11.1.2

March14,2010

BroughttoyoubytheEPMGlobalProductSalesSupportTeam
http://my.oracle.com/epm
Writtenby:MikeNader&DaveCollins
DocumentbasedontheBIG2G:EPMBETAMARCH2010TrainingDemoImage

Summary
ExecutiveSummary
ThiscourseisintendedtoprovideanoverviewofthetoolsandskillsnecessarytobuildquickEssbase
cubesforPOCsandcustomdemonstrations.Theclassfocusesontechniquesandtoolsnecessaryto
buildcubes,theseinclude:
EssbaseApplicationManager
EssbaseStudio
Excel
AdministrationServices
Further,thecoursefocusesontwoprimarytoolsforpresentationofinformation:
SmartView
VisualExplorer
AkeycomponentofthiscourseisthecreationofEssbasecubesduringthesession.Tothatendthere
arethreeexercisegroups:
EssbaseStudiobasicskills
CaseStudy1CreatingandEssbaseCubefromaflatfile
CaseStudy2CreatinganEssbaseCubefromanExcelReport
Participantswillalternatecasestudiesandexercisesduringtheday.Allparticipantsshouldgetan
opportunitytocompleteallthreeexercisegroupsandpresentatleastonesolutionbacktothegroup.
KeyNewFeatures
The11.1.2releaseofOracleEssbaseisfocusedmoreonenterprisereadiness.Assuch,therearefewer
marqueefeaturesinthisrelease.However,thereareanumberofkeycapabilitiesthatenableEssbaseto
betterscaleacrossanenterprise.Thefollowinginformationisasummaryofthe11.1.2release.
EnhancementsrelatedtoReliability,PerformanceandSecurity
OracleEssbasehasbeensignificantlyenhancedtosupportanumberofOracleFusionmiddleware
infrastructurecomponentsincludingOracleProcessManager&NotificationServer(OPMN),Oracle
EnterpriseManager(OEM),OracleDiagnosticLogging(ODL)andOracleIdentityManagement(OIM).
Thesupportfortheseinfrastructurecomponentsdeliversontheenterprisereadinessthemeby
deliveringunmatchedreliability,performance,scalabilityandsecurity.Customersbenefitfromlower
totalcostofownership(TCO)andhigherreturnoninvestment(ROI).
IntegrationwithOPMNallowsforfailingoverofEssbaseagentandserversfromonephysicalnodeto
anotherduetohardware/softwarefailure.Supportedfeaturesinclude:activepassivefailover,
2 OracleEssbase11.1.2
Summary

automaticdetectionofEssbaseagent/serverstateandmanagingstartup/shutdown,sharedstorageand
readwritesupporttoshareddisk.IntegrationwithOEMsimplifiesadministrationbyprovidingrealtime
monitoring,reportingandadministrationofEssbasedeployments.
IntegrationwithODLsimplifiesadministrationbyprovidingcentralizedlogging,erroridentificationand
resolutioncapabilities.IntegrationwithOIMsimplifiesadministrationanddeploymentsbyenabling
singlesignon,authenticationandauthorizationcapabilities.
EnhancementsrelatedtoUsability
OracleEssbasehasbeensignificantlyenhancedandnumerousnewfeatureshavebeenaddedto
significantlyimproveusabilityanddelivermarketleadinginnovation.Newfeaturesincludeallocations&
customcalculationsonASO,EssbaseADFcontrols,webservicessupport,ASOMDXformulaeditor,
HyperionSharedServicessecuritysynchronizationremovalandSQLNetsupportetc.
Allocationrefertotheprocessoftakingavalueandsplittingitacrossasetoftargetsbasedona
criterione.g.splittingtheCEOssalaryacrossbusinessfunctionslikefinance,marketing,salesetc.
Customcalculationsrefertotheabilitytoperformcalculationslikeaddition,subtraction,divisionand
multiplication.Thesupportforallocationsandcustomcalculationswillbeavailableprogrammaticallyvia
APIslikeCAPI,JavaApi,MaxLandalsothroughCalculationManager,aneasytousegraphicalinterface
fordefiningcalculations.
ASOMDXformulaeditorprovidesagraphical,easytouseinterfacefordefiningandmanagingMDX
formulas.Theeditorstemplatedrivenapproachdeliversproductivityenhancementsbyautomatingthe
repeatabletasksduringformuladefinition.
HSSsynchronizationremovalsimplifiesandstreamlinestheuserauthenticationprocessbynothavingto
storeandmanageusercredentialsinmultipleplaces.ThestreamlinedprocessusesHSSsolelyforuser
authenticationreducingmultiplepointsoffailure.
SQLNetsupportdeliversimprovedEssbasedataloadperformanceagainstOracledatabases.In
addition,OracledatabasefeatureslikeRAC,Clusteringetc.canalsobesupported.
EnhancementsrelatedtoEssbaseStudio
TheEssbaseStudioofferinghasbeensignificantlyenhancedandnumerousnewfeatureshavebeen
addedtosimplifytheadministrationandapplicationdevelopmenttasks.Majorenhancementsinclude
abilitytomove/copy/backupstudiocatalogviaimport/export,improvementsarounddatasource
handlingviaabilitytoadd/removesourcedatatable/columns,supportforODBCDSNsources,support
fornamedlevel/generations,betterhandlingoftextmeasuresviacustomtextlistmappings,tighter
OBIEEintegrationwithStudiobeingabletoreadthehierarchydefinitionsviadirectaccesstoOBIEE
businessmodelingandmappinglayerandaccessibilitysupportviasection508support.
OracleEssbase11.1.2 3

Summary
EnhancementsrelatedtoCrossPortfoliosupport
OracleEssbasehasbeensignificantlyenhancedtosupportanumberofFusionERPapplications
includingFinancials,CRMandProjects.OracleEssbaseisakeyinfrastructurecomponentoftheFusion
MiddlewarestackandisusedtodeliversreportingandanalyticscapabilitiesforanumberofOracles
ERP,CRMandEPMapplications.EnhancementsincludenewfeatureslikeissuingMDXqueriesvia
PL/SQL,EPMArelatedenhancements,HyperionPlanningrelatedenhancementsetc.
TableofContents
ExecutiveSummary..............................................................................................................................................2
KeyNewFeatures...............................................................................................................................................................2
EnhancementsrelatedtoReliability,PerformanceandSecurity........................................................2
EnhancementsrelatedtoUsability..................................................................................................................3
EnhancementsrelatedtoEssbaseStudio......................................................................................................3
EnhancementsrelatedtoCrossPortfoliosupport.....................................................................................4
Lesson1:BuildingQuickEssbaseCubes......................................................................................................6
BuildingQuickEssbaseCubes.......................................................................................................................................7
Lesson2:CreatinganEssbaseCubewithStudio....................................................................................16
Overview&Objective......................................................................................................................................................17
Exercise1 DataSourceandMiniSchemaCreation......................................................................................17
Exercise2 CreatingFolderStructures...............................................................................................................25
Exercise3 ManagingHierarchies........................................................................................................................29
Exercise4 CubeSchemaCreation.......................................................................................................................39
Exercise5 SettingEssbaseProperties...............................................................................................................48
Exercise6 EssbaseAliasTable.............................................................................................................................63
Exercise7 DrillThroughReports........................................................................................................................69
Lesson3:EssbaseIronChef...........................................................................................................................78
Overview&Objective......................................................................................................................................................79
Exercise8 AddingQuickValuewithOracleEssbase...................................................................................79
Exercise9 CreatingaCubefromaCustomerReport..................................................................................80
Lesson4:DateTime,Text,andVBA...........................................................................................................81
Overview&ObjectiveWorkingwithDateTimeDimensions.....................................................................82
Exercise10 ExpandingEssbasewithDateLogic.............................................................................................85
Exercise11 OptimizingMDXFormulae...............................................................................................................85
Exercise12 CreatingSmartViewTemplateswithVBA................................................................................86

Lesson1
BuildingQuickEssbaseCubes
Lesson1:BuildingQuickEssbaseCubes
Aftercompletingthislessonthestudentshouldbeableto:
IdentifykeytoolsforquicklybuildingEssbasecubes
IdentifykeyreportingcomponentsforeffectivelyhighlightingEssbasecubes
Summarizethekeynewfeaturesinthe11.1.2release

BuildingQuickEssbaseCubes
Thissectiondoesnotcontainanyexercises.Thesectionispresentedasa
PowerPointpresentationthatsummarizestipsandtricksforcreatingand
presentingEssbasecubes.Theslidesthatfollowarethesameusedbythe
instructor.Allnewfeaturesforthe11.1.2releasearesummarizedinthe
precedingsection.Thereareslidessummarizingthenewfeaturesincluded
below.
Essbase Provides a Recipe for Quick Value
Multi-dimension and Hybrid OLAP engine:

Robust ad-hoc interactivity Drill-down
Multi-dimensional Navigation
Synthesizing information
Advanced calculations Warehouse
Scenario modeling
(what-if) Data SQL
Essbase OLAP modes:

Stored OLAP (MOLAP)
Hybrid OLAP (HOLAP) Essbase Cube End User
Relation OLAP (ROLAP)

Value of Essbase in the Enterprise
Unsurpassed ad-hoc/analytic capabilities
Scenario Modeling (what-if analysis)
Simplify and accelerate BI Process

(self-service analysis)
Open access and deployment via

standards
Essbase Advantages over Standard ROLAP
Expanded hierarchies
Alternate hierarchies
Hierarchies in all dimensions
Greater breath of analytic ability
Purpose built dimensional calculation engine
Hundreds of prebuilt functions, extensible calculator
Speed and simplification
Optimize for analytics
Eliminates or minimizes need for aggregate tables
Simplified build process minimizes ETL requirements
Rapid aggregation of intersections and derived in memory
calculations as desired
Incremental data loading while maintaining user access
Essbase Advantages over Other OLAP
Multi-platform support
Scalability:
User concurrency
Data volumes
Calculation capability
Enterprise Management:
Session management
Fewer cubes
Analytic Breadth:
No measure group requirement
Write-back and scenario based analysis
Lower TCO
Extreme Performance
Identical Hardware 50 Concurrent Users 50 Concurrent Users

Load & Calculation Query Response CPU
Time in Minutes Time in Seconds Utilization %
350 14 90
83
294 11.9 80
300 12
70
250 10
60
200 8 50
162
150 6 40
30
100 4
20
50 2 7
10
0.01
0 0 0
Competing Essbase Competing Essbase Competing Essbase
Vendor Vendor Vendor

Standards Based
Query access
MDX
SQL
Multiple and cross platform deployment
Unix, Linux, and Windows
32 / 64 bit
Optimization
Partitioning
Clustering
Tuning
Trickle Feed
Pervasive, Multipurpose BI & Analytics
Applications Q&R EPMScenario

Workspace Ad-Hoc / Analytics
Modeling
Common Enterprise Information Model
(semantic layer)
BUSINESS INTELLIGENCE FOUNDATION
Common Enterprise Information Model
Essbase BI Server Predictive Analytics
ETL, Data Source Security, Clustering, DRM
OLTP & ODS Data Warehouse OLAP SAP, Oracle, Siebel, Excel Business
Systems Data Mart PeopleSoft, Custom XML Process
Copyright 2008, Oracle and/or its affiliates. All rights reserved.

Oracles BI Platform - Leveraging the Warehouse
Data Ad-hoc Interactive Desktop Reporting & Proactive Disconnected MS Office

Integration Analysis Dashboards Gadgets Publishing Detection & Mobile & Outlook
and Alerts Analytics Integration
Essbase OBIEE
Advanced calculation engine Analytic Modeling and Analysis Scalability
Simple aggregations to complex cross- Intelligent Request Generation and Multi-user read write
dimensional allocations Optimized Data Access Services Incremental data loading
Relationship aware High user concurrency
Hierarchy-based navigation Multi-platform 32/64 bit
Application wide or subset specific
Centralized dimensional maintenance support
Conditional and procedural logic
Financial and time intelligence Open APIs
Scenario-based and what-if analysis
Oracle Business
OLTP & ODS Data Warehouse PeopleSoft, Siebel, SAP Process
Systems Custom Apps
Tools of the Trade Making the Quick Meal

The Data Equivalent of a Food Processor Visual

Explorer
Who:
Hard core analyst
Power user
Dynamic, adaptive
visualization of data
Advanced insight through
drag-and-drop
Maintain insight with
increasing business
dimensions
Statistical Analysis
Dashboard Display
Customizable UI
The Ultimate Mixer (move over Kitchen Aid) -

Advanced Office Integration
Who:
Power user
End user
Capabilities across:
Excel
Word
PowerPoint
Outlook
Ad-hoc and free form analysis
Function-based grids
Dynamic data points
Multi-source reporting
Application forms
The Blast Chiller Essbase Application Manager

Quick prototyping
Copy and paste to and from Excel
Disconnected outline
and rule creation
Notes:
BSO only
Save outline
convert to ASO
Essbase 6.5.x
No new features
Save as into newer
server
Not supported, not for
customers
The Double Oven Essbase Studio

Make muffins and pizza at the same time- amazing!
Data HR
Warehouses
Payroll
Sales
MDM
Customer
Oracle Profitability
Planning
Scripts
Flat-files Finance
SAP Inventory
OBIEE
Marketing
Drill through
Proliferation of data sources

Inter-related and dependent applications
Source-type specific modeling & construction environments

Going from Source to Essbase
1. Map data source

2. Map Essbase target
3. Model data source(s)
4. Create hierarchies
5. Create cube schema
6. Deploy Essbase model
Essbase Studio - Layout

Metadata Navigator A tree view of
the metadata repository Minischema tab in the Data
Source Navigator
A dimension element that is bound to

a physical column in the database Data Sources tab in the Data
Source Navigator
Folders created by user to organize
contents in the repository
A dimension element of that is of a

measure type
Thumbnail navigator to obtain a
miniaturized view of the minischem
Cube schema A higher level

metadata element that consists of
Hierarchy - A higher level metadata hierarchies and measures.
element that has been created from
base dimensional elements
Essbase Model A cube schema that

has all the properties necessary to
create an Essbase application
Looking toward the Future
Essbase in the Middle

Embedded fusion application engine
Financials
CRM
Projects
Enterprise Readiness
Oracle Process Manager
Multi-node failover and High availability
Automated detection of service state
Read/write support of shared disk
Oracle Enterprise Manager
Oracle Diagnostic Logging
Oracle Identity Manager
Looking toward the Future
Analytic Capability and Usability

Aggregate Storage allocations and procedural logic
Analytic Data Framework toolkit
Web services support
SQL .NET support
Open Access
MDX via PL SQL query access to Essbase cubes
508 compliance for Essbase administrative UI
Thin client dimension modeling, editing, and cube
management

Lesson2
CreatinganEssbaseCubewithStudio
Lesson2:CreatinganEssbaseCubewithStudio
Uponcompletionofthissessionthestudentshouldbeableto:
Createarelationalsourcedatabase
MapconnectionsintoEssbaseStudio
Completeallstepsrequiredtodeployacubefromarelationaldatasource

Overview&Objective
TheobjectiveofthisseriesofexercisesistoprovideabroadoverviewofEssbase
Studiocapabilitiesthatcanbeusedinthecreationofcustomdemonstrations
andPOCs.Theseexercisesfocusonarelationalmodel,butthemajorityofthem
canbeusedwithflatfilesaswell.Theoneexceptionisthecreationofthemini
schema.ThedriverusedbyEssbaseStudioonlyallowsselfjoinsforparent/child
buildsonafile.Youcannotcreatejoinsbetweenfiles.
Exercise1 DataSourceandMiniSchemaCreation
1) OpentheEssbaseStudioConsoleandlogin.
2) Createanewdatasource.RightclickonDataSourcesandselectNew>DataSource

3) GivethenewsourceanameofTBC_newandauser/passwordofTBC.
4) Selectthefollowingtables,asshown:

5) CreateanewminischemathenamewilldefaulttoTBC_newschema.
6) Populatetheschemawithallthetables:

7) Wedonotwanttocreateanymetadataelementsatthistime:
8) WhenyouselectFinishthenewconnectioniscreated:
9) Theminischemaopens:

10) DoubleclicktheTBC_newSchematabatthetopofthescematomaximisethe
display
11) Addthejoinsasshownbelow,includingtherecursive(parent/child)joininthe
Measurestable.
Note:IamdisplayingCrowsFeet,ratherthatarrow,thisisanoptioninStudio(Edit
>Preferences);also,afterjoiningthetablesIhaveaskedStudiotolaythemoutto
getthisdisplay.
12) ReturntheSchemadisplaytoitsstartingsize(doubleclickthetabagain)andthen
closeitbyclickingontheXinthetab.Savethechanges,whenprompted.

Thenewdatasourceisnowreadytobeusedtocreatethedimensionelementswe
need.
EndofExercise
Exercise2 CreatingFolderStructures
Itisnotalwaysnecessarytomanuallypositiontheelements,butthisgivesus
controloverwheretheyarestored,sowecancreatealogicalstructureandfind
everythingeasily.

1) CreateanewfolderunderDimensionElements,calledTBC_new.Rightclick
onDimensionElementsandselectNew>Folder.
2) NamethefolderTBC_new.
3) ExpandthetablesintheTBC_newdatasourceanddragthefollowingelementsinto
thenewfolderyoujustcreated.
TableName ColumnName
Sales Amount
Transdate
Measures Parent
Child
Product SKU
Ounces
Market State
Family Family
Region Region
Scenario Scenario
4) Wewanttoaddcolumnsbasedonthedate(suchasmonth),tocreatetherequired
dateelements,rightclickonTransdateintheTBC_newfolderandselectCreate
DateElements

5) Selecttheelementsrequired,asbelow:
6) Notethattheelementsarecreatedforusautomatically.Wecouldhavedonethis
manuallybyselectingNew>DataElement.DoubleclickonYeartoseewhathas
beencreated.
7) WehavenowcreatedalltheDimensionElementsweneedandcanproceedonto
EssbaseStudioWorkshopStage3.docxtocreatethehierarchies.
EndofExercise
Exercise3 ManagingHierarchies
1) CreateanewfolderunderthefolderHierarchiesalsocalledTBC_new.

2) Createanewhierarchyunderthisfolder
3) TypeTimeintotheNamefielditrenamesthetab.
4) DragtheYearfieldfromtheTBC_newDimensionElementsfolderintotheHierarchy
column:
5) DragtheQuarterfieldovertheYearfieldinthehierarchywindow,soitwillbe
addedasachild:

6) RepeatforMonth.
Donotcreatethishierarchydowntothedateleveltheformatusedtobuild
thedimensionandthedataaredifferent,sonothingwillload.Assoonaswe
havesortedoutthereasonand/oraworkaround,thisdocumentwillbe
updated.
7) Save&thenselectPreview.
8) Thesequenceisabitrandom!Weneedtofixthis.PressOKandthenClose.

9) OpentheMonthDimensionElementbydoubleclickingit,orrightclickandselect
Edit.
10) SelecttheTRANSDATEfieldfromtheTBC_newconnectionSALEStableandaddto
theSortSequenceandthenselectOK.
11) RightClicktheTimehierarchyandselectPreview.

Youwillnoticethatitnolongerdisplaysalltheelements,sowecannotfullycheck
thesortingthisappearstobeafeature,butdoesmakesense:wedonotwantto
sort/selectthewholefacttable.

12) Repeatsteps3.1to3.6tocreatehierarchiesforthefollowingmembersandaddthe
indicatedsorting(as3.9):
HierarchyName Member MemberSortField(table.column)
Measures Parent
Child Measures.Sortkey
Product Family
SKU Product.SKU
Region Region Region.Region
State Market.State
Scenario Scenario
13) OpentheProducthierarchyandaddtheelementOuncesasasiblingofFamilyand
thenaddSKUagainasachildofOunces.
14) OpentheScenariohierarchyandselectAdd>Adduserdefinedsiblingfromthe
buttoninthebottomrightofthescreen.NametheitemForecast.

15) RepeatfortheitemsVarianceandVariance%.
16) SaveandPreview
Note:thatthedisplayappearstoshowmultiplehierarchiesthisisnothowit
willbebuiltinEssbase.
17) ClosetheSampleandthehierarchy.

18) Inasimilarway,wenowcreateaViewHierarchywiththeelementsDaily,QTD,YTD.
19) Youmayhavenoticedthatasweaddedtheseuserdefinedelements,theywere
automaticallyaddedintothefolderwecreatedthehierarchyin.
WecouldhavecreatedtheseelementsmanuallyinStage2andthenwewould
havebeenabletopositionthemwherewewanted.Similarly,whencreating
hierarchies,youcandragelementsdirectlyfromthedatasourcesintheright
handviewpaneandtheywouldagainhavebeenaddedautomaticallytothe
folderwherethehierarchyis.
EndofExercise
Exercise4 CubeSchemaCreation
1) RightclickontheCubeSchemasfolderandselectNew>CubeSchema.
2) NametheSchemaTBC_new.
3) SelecttheAMOUNTcolumnfromDimensionElements\TBC_newfolderandaddto
theMeasuresGroup:

4) AddthehierarchiesshownbelowtotheHierarchiessection:

Note:thattheorderinwhichtheyareaddedwilldeterminetheorderinwhichthey
appearwithinyourEssbasecubeandthereisnowaytoresequencethemhere.
5) SelectNextandchecktheboxtocreateanEssbaseModel.SelectMeasuresasthe
AccountsDimension.

Note:AnEssbasemodelisalocalrepresentationofthestructure.AnEssbase
outlinewillNOTbecreatedatthisstage.

6) PressFinish.
7) CreateanEssbasecube.Rightclickablankareaofthemodelworkspace(orthe
modelnameintheNavigatorpane)andselectCubeDeploymentWizard.

8) SelecttheEssbaseServer,ApplicationandDatabasenameandpressFinish.

Notethestandardoptionsforoutlinebuild,dataloadorboth,asinEIS.Thereis
alsoanewoptiontoCreateandsaverulefileonly.Thiswillpopulatetheloadrules
ontheEssbaseserver,wheretheycanbescriptedviaMaxL.
Theprogresswindowdisplays.
9) Hopefully,youwillseeasuccessmessage!PressOK.(Sometimesitdoesnot
display.)
10) SelectCancelTheFinishbuttonwillcauseittoregeneratethecube!

11) WecanlaunchEssbaseAdministrationServicesdirectlyfromStudio.
12) SingleSignonasusual!(ensuretheUsernameiscorrect,thedefaultisadmin.)
13) EASopens,notethatthisisadifferentskintoEASthanwhenlaunchednormally(I
preferit,butthereareacoupleofplaceswhereitdisplayswhitetextonawhite
background!).
14) NavigatetotheApplication/databaseyoucreatedandopentheoutline.
15) Confirmthedimensionshavebuiltcorrectlyandthesequenceiscorrect.
16) Closetheoutline.

17) WehavesuccessfullycreatedanEssbaseoutline,buthavenotspecifiedanyofthe
propertiesweneed:Time;Alias;DynamicCalc,etc.Also,wehavecreatedaBSO
cubeandwewanttocreateanASOone,sodeletethisapplicationbefore
proceeding.
EndofExercise
Exercise5 SettingEssbaseProperties
1) WecangettotheEssbasePropertiesinavarietyofways.Rightclickonthefield
Measures>ChildandselectEssbaseProperties.Alternatively,wecouldhave
doubleclickedthefield,orrightclickedontheEssbaseModelintheNavigator
window.
2) TheEssbaseModelPropertiesopenswithfocusontheelementwehadselected.

3) HerewecanspecifyallthestandardEssbasepropertiesthatweneed,dividedinto
appropriatetabs.
4) AddthefollowingselectionstotheCHILDelementasExternalSource.Notethatwe
arenotaddinginformationthatrelatestoBSOmodels(TwoPass,DataStorage,etc.)
aswearecreatinganASOmodel.
Tab Field Value
Info Consolidation CONSOLIDATION
Formula Formula FORMULA_ASO
UDAs UDAValue VARIANCEREPORTING
TIMEBALANCE
UDA
5) Fromherewecancontrolallmembers,aswellastheoverallmodelpropertiesby
selectingadifferentelementinthelefthandwindow.Setthefollowingproperties
forthespecifiedelements.
Member Tab Field Setting
TBC_newModel General ASOStorage Yes

Model
Time General NameinCube Year
Info Dimension Time

Type
Measures Info Storage LabelOnly
Outline Hierarchy DynamicatDimensionLevel

Build Settings
Scenario Info Storage LabelOnly
Outline Hierarchy DynamicatDimensionLevel

Build Settings
Variance Formula Formula IIF(
IsUda([Measures].Cu
rrentMember,"E"),
[Budget]
[Actual],
[Actual]
[Budget]

Variance% Formula Formula IIF(
IsUda([Measures].Cu
rrentMember,"E"),
([Budget]
[Actual])/[Budget]*100,
([Actual]
[Budget])/[Budget]*100
View Outline Hierarchy DynamicatDimensionLevel

Build Settings
Info Storage LabelOnly
QTD Formula Formula Sum(
CrossJoin(

PeriodsToDate(
[Year].Generations(3))
,{[Daily]}
YTD Formula Formula Sum(
CrossJoin(

PeriodsToDate(
[Year].Generations(2))
,{[Daily]}
Ounces General Essbase Trueselectthecheckbox

attributefor
SKU
Attributetype Numeric
6) 5.6ClickApply,thenCloseandyouwillgetthismessage
7) SelectYestogetthismessage.WearebuildinganASOcubeandthesystemis
tellingusnottomakeTimeSparse.Donotdothisinfrontofcustomersalways
maketheTimedimensionDensebeforerunningthis!
8) Closethisbox.NotethatyouhavebeenreturnedtotheModelPropertiesscreen
(incaseyouwanttodoanythingaboutthewarnings),soselectCloseagain.This
timeitwillclose!

9) RightclickthemodelnameandselecttheCubeDeploymentwizard.
10) EnterthedatabasenameofTBC_newifitcomesupwithanameintheDatabase
field,italreadyexistsinwhichcaseyoushoulddeletethisapplicationfromEAS
beforecontinuing(youcanupdateadatabasehere,butifTBC_newalreadyexistsit
isprobablytheBSOmodelwecreatedearlierandcannotbeconvertedtoASO).
11) SelecttoBuildoutlineandloaddataandOverwriteexistingdata.
12) 5.12PressFinish

13) Theloadwill(probably!)fail.SelectOKandthenCancel.
14) LaunchEASfromtheToolsmenu.
15) NavigatetotheTBC_newapplicationandviewtherulesfiles.
Onerulehasbeencreatedforeachdimension(includingattributedimensions).
Thesecannotbemodifiedoropenedinthisinterface(thisisbecausetherule
maybesetforVaryingAttributes,whicharenotsupportedintheLoadRule
GUI).
Thereisalsoaruleforthedataload,thatwillbenamedafterthedatabase,
whichcanbeopened.
16) Openthedataloadrule(Main)andopen/runtheSQLsavedwithit(note:Data
source,userandpasswordareallTBC).
17) Therulelookscorrectalldimensionsarelistedandnamedcorrectly.Validatethe
rule.

18) Savetheruleandthenexecuteit(rightclickonthedatabasenameandselectLoad
Data).
19) ChangethedatasourcetoSQL,selecttherulesfileandentertheUser
name/passwordandselectOK.

20) Therulehascompletedwithwarnings,buthasloadeddata.Confirmthisbylooking
atthedatabasepropertieswehaveloaded21thousandcells.
21) RightclickontheModelnameandselectShowDeploymentHistory.
22) Thiswillshowacompletehistoryofalldeployments.
23) Followthedeploymentsuggestionaboveandtwosuccessfulentrieswillbeadded
totheend.
Ifyougetthewarningthatadministrativetasksarebeingcarriedoutsothe
deploymentcannotbecompleted,stoptheapplicationinEAS.Thiswillensure
alllocksarecleared.
24) Rightclickonanyoftheelements,hierarchiesorthemodelandselectShow
lineage.

25) Fromherewecandoubleclickonanyelementtomakeitthefocus.
26) OpenExcelandconnecttothecubetoshowSmartViewcapabilities(ifrequired).
EndofExercise
Exercise6 EssbaseAliasTable
1) FromtheToolsmenu,selectAliasSetManager.
2) Selecttoaddanewset.

3) NamethenewAliassetTBC_new.
4) Selecttoaddanewbinding.
5) Wecannowlinktheelementsweareusing(theSource)toaspecificdatabase
column(theBindingexpression).LinkSKUtoProduct.SKU_ALIAS.
6) SelectOKtosavethisbindingandtobeabletoaddmore.
7) SelectOKagaintosavethisAliasSet.

8) ThisAliasSetcannowbelinkedtomanyEssbasemodels,ratherthanhavingtoset
upthelinkageindividually.OpentheEssbasepropertiesscreen(see5.1ifstuck).
AgainsttheAliastabforthemodel,youcanaddeachaliastablerequired.
9) Closethisscreen(savingthechanges)andredeploythemodel.
10) Selecttobuildtheoutlineonly.

11) OpentheoutlineinEASandexpandtheProductdimension.
12) Noaliasesaredisplayed.ThealiastablewehavecreatedisnamedaftertheAlias
Set.Undertheoutlineproperties,wecanseethatouraliastablehasbeencreated,
butisnotactive.
13) Ifrequired,makethetableactiveandshowinEASorSmartView.
EndofExercise
Exercise7 DrillThroughReports
1) RightclickontheDrillThroughreportsfolderandselecttocreateanewone.
2) RenamethereportDetailandselecttoaddintersectionlevels.

3) ExpandthehierarchiesnodeandthenTBC_newtogettoourhierarchies.(Note
thatonlythosefoldersthatcontainahierarchystructurearedisplayed.)
4) SelectTime,Product,ScenarioandRegionandpressOK.
5) Wecannowselecttheintersectionlevelsthatareapplicableforthisreport.
6) SelecttheReportContentsTab.

7) Addthecolumnsrequiredforthisreport.Selectallrequiredcolumns(usingcontrol
click)wecanreorderthemafterwards.
8) Usetheupanddownarrowsontherighttogettherequiredsequencetogeta
selectionsimilartothis(notethatIhaveaddedAMOUNTtwice).
9) SelecttoSumtheAmountcolumn.
10) Thenrenamethesecondamount(AMOUNT_1)andselecttoshowtheCount.
11) Addanysortingrequired.
12) PresstheTestbuttonandfillintheparametersandselectShowResult.

13) GototheAssociationstab.Alldatabasesthatusethecombinationofdimensions
wehaveselectedaredisplayed.
14) Checktherequireddatabase(s)andsave.Notethatnofurtheractionisrequired.
Thisreportisimmediatelyavailableforthesedatabaseswithoutanyother
change/update.
15) OpenExcelandconnecttothedatabaseinSmartViewandstartanadhocquery.
Foreaseofvisibility,setyourstylestohighlightdrillthroughreports.
16) Drilltoalevelwherereportsareavailableandselectadatacellwhereitis
highlighted.Notethatthedrillthroughreportisshownasacomment.

17) Toexecutethedrillthroughreport,rightclickthecellandselectHyperion>AdHoc
Analysis>DrillThroughReports.
18) Selecttheappropriatereport(ifmorethanone)andselectLaunch.
19) Anewtabopenswiththereport.
EndofExercise

Lesson3
EssbaseIronChef
Lesson3:EssbaseIronChef
Uponcompletionofthislessonthestudentshouldbeableto:
CreateanEssbasecubefromaflatfiledatadump
CreateanEssbasecubefromacustomerreport

Overview&Objective
Quiteoften,acustomerwillgiveyouadatadumporareportandaskyoutoprovevaluewithEssbase.
Othertimes,youneedtoproactivelyseektheedatasources.Regardlessofhowyouobtainthedata
gettingeitheralimiteddatadumporareportisanidealwaytosourceanEssbasecube.Essbaseisall
aboutthedata,allaboutthereport.Thesesourcesprovide:
Dimensionality
Seeddata
Hierarchies
Reportingrequirements
Takingoneofthesedatasourcesandshowingthecustomervaluewiththeirowndataisthebestwayto
drivehomethevaluethatEssbasecanprovidetoanorganization.
Exercise8 AddingQuickValuewithOracleEssbase
TheStateofCalifornianeedsarecipebettermanagefunds.Giventhecurrent
economicclient,itisimperativethattheymanageaninevitablyshrinkingbudget
byoptimizingfundsspentonStateprogramsandcontracts.Theyneedtobeable
toanswerthefollowingquestions:
Wherearewespendingthemajorityofourcontractdollars?
Ofthosecontracts,howmanyarecompetitive?
DowehavecontractswithopenPOvalue?Ifso,whatdepartmentsare
thesein?
Ofthecontractdollarswhatpercentagearespentondemographic
groups(smallbusinesses,veteransgroups,etc)?
Ifwetakea10%budgetcutshouldthisbeappliedacrosstheboard,or
aretheircontractualareasthatwecouldeliminatealltogethertobetter
absorbthebudgetshortfall?
Whatpercentageofcontractsareamended?Assumingtheseaccountfor
anincreasedbudgetimpact,whatareasareamendedmostoften?
Whichvendorisgettingthemajorityofcontractdollars?Doesthishold
trueacrossallcontracttypes?Arethesecontractscontestedclosed?How
oftendoesthestateacceptabidthatisnotthelowestspend?

Whatpercentageisagivencontractofthetotalspend?
Whilethisprojectisaimedathelpingthestate,thesourceinformationis
publicallyavailable.Wecouldeasilyusethisinformationtohelpvendors
understandhowthestatespendsmoneyandhowtobetterpositiontheir
productsandservices.
Youcanbuildthecubeusinganymethodyouchoose.Youwillbejudgedon
tastefuldesign,executionoftechniques,andoriginality.However,please
completesteps13withina90minuteperiod.Thesecretingredientsforthis
challenge:
1) UsetheSCPRS.txtfiletocreateanEssbasecubetoanswerthequestionslisted
above.
2) Createatleasttworeportstosupportansweringthequestionslistedabove.
3) ForthisexerciseyouonlyneedtocreatetheEssbasecube.However,amore
completesolutionmayincludeadditionalcomponents.Listanyadditional
components,analyticcapabilitieswemightbeabletousetoshowvalueinthis
demo.
EndofExercise
Exercise9 CreatingaCubefromaCustomerReport
Forthiscasestudyyoushouldcompletethefollowingsteps:
1) ReviewtheDailyOperationsSnapshot09202006.xlsspreadsheetfoundinthe
EssbaseAdvanced/VanguardPOCfolder.
2) Basedonyourreviewdothefollowing:
a. CreateanEssbasecubethatcouldbeusedtoreplicatethereports
b. LoaddatafromtheDailyOperationsSnapshot09202006.xlsspreadhseet
c. CreateatleasttworeportsfromtheEssbasecube
Youcanbuildthecubeusinganymethodyouchoose.Youcanalsochooseany
mediumforpresentationofthereports.Completesteps13withina90minute
period.
EndofExercise
Lesson4
DateTime,Text,andVBA
Lesson4:DateTime,Text,andVBA
Uponcompletionofthislessonthestudentshouldbeableto:
CreateaDatetimedimensioninandASOoutline
CreatesimpleVBAtemplatesinSmartView
BuilddateandtextmeasurecapabilitiesintoEssbase


Overview&ObjectiveWorkingwithDateTimeDimensions
Date-time Dimensions
Automated Time Dimensions
Gregorian
Manufacturing
ISO
Fiscal
Retail
Expanded Functionality
Understanding time as a
continuum
Cross-tab reporting of time
MDX Functions to work
with time
Loading based on time stamp
TheabilitytoproperlydiscernthedatevaluefromonemembertoanotherinanEssbaseoutlineis
somethingthathasbeenachallengeoftheyears.Theconceptofatruedatetimetypedidnotexistin
Essbaseuntilthe9.3.xrelease.WiththisreleaseseriesASOmodelhavetheabilitytodiscernthefinite
datevaluebetweenmembersinthedatetimedimension.
Thedatetimedimensiontypeiscreated,usingeitherEssbaseStudioortheDateTimedimensionwizard
inEssbaseAdministrationServices.TheDateTimeWizardletsyouchoosefromaseriesoftemplate
basedcalendarsandrefinethescopeandspecificsofagivencalendar.
Thisexerciseasksyoutoaddtimeintelligencemetricstoanoutlinethathasadatetimedimension.Use
thefollowingfunctiondefinitionsasareferencetohelpyoucreatethepropermemberformulae:
DateToMember(<date>,<dimensionorhierarchy>[,<genlev>])
Givenadate(representedasanumberinAnalyticServicesMDX),thisfunctionwouldreturnthe
memberfromadatehierarchyoftheinputdimensionfromthespecifiedgeneration.Default
hierarchyisprimaryone,defaultGenerationislowestgeneration.
DateRoll(<date>,<date_part>,<number>)

SupporteddatepartsarethestandardTimeperiodssuchasDP_Year,DP_Month,DP_Quarter,

DP_Week,DP_Day.Thisfunctionrolls(addsorsubtracts)ndatepartstotheinputdateand
returnsadateintermsofthestandardGregoriancalendar.
DateDiff(<date1>,<date2>,<date_part>)

Thisfunctionreturnsthedifference(number)betweentwoinputdatesintermsofspecified
dateparti.e.DP_Year,DP_Quarter,DP_Month,DP_Week,DP_Day.
DatePart(<date>,<date_part_ex>)

ThisfunctionreturnstheYear/Quarter/Month/Week/Day/DayOfYear/Weekdayasanumber,
giventheinputdateandadatepart,followingthestandardGregoriancalendar
Today()

ThisfunctionreturnsthecurrentdateonthemachinerunningAnalyticServicesserver.
TodateEx("internaldateformat","datestring")

Returnsthedate(numeric)valuefrominputdatestringaccordingtothedateformatspecified.
Ifthedateorthedateformatstringsareinvalid,anerrorwillbereturnforeithercondition.The
functioniscasesensitive,sotypinginaMonthwithlowercasesuchasaprisnotallowed,
extrawhitespaceisalsonotallowed(errorwillbereturned)Thisfunctionisanextensionof
existingTodatefunction.
FormatDate(<date>,internaldateformat)

Thisfunctionreturnstheformatteddatestringforinputdate.Ifthedateorthedateformat
stringsareinvalid,anerrorwillbereturnforeithercondition.Thefunctioniscapsensitive,so
typinginaMonthwithlowercasesuchasaprisnotallowed,extrawhitespaceisalsonot
allowed(errorwillbereturned)
GetFirstDate(<member>),GetLastDate(<member>)

Thesefunctionsreturnthestart/enddate(numeric)forinputdatehierarchymember,
otherwisereturns#MISSING(suchaswhenmemberisnotfromthetimedimension).
Aggregate(<set>[,<accounts_member>])

AggregatesameasurebasedonitTimeBalanceProperties(TBFirst,TBLast,TBAvg).Behaveslike

SUMwhenthemeasuredoesnthaveanyTimeBalanceproperty.UsefulinwritingMDX
formulasforPeriodsToDatecalculationsacrossanytypeofmetric(E.gSales/HeadCount)
Notethatmanyoftheprecedingfunctionsreferenceadateformat.Theformatssupportedbythedate
timetypeareasfollows:
"monddyyyy",/*monshortddyyyy*/
"Monddyyyy",/*monfullddyyyy*/
"mm/dd/yy",/*mm/dd/yy*/
"yy.mm.dd",/*yy.mm.dd*/
"dd/mm/yy",/*dd/mm/yy*/
"dd.mm.yy",/*dd.mm.yy*/
"ddmmyy",/*ddmmyy*/
"ddMonyy",/*ddmonfullyy*/
"ddmonyy",/*ddmonshortyy*/
"Monddyy",/*monfullddyy*/
"monddyy",/*monshortddyy*/
"mmddyy",/*mmddyy*/
"yy/mm/dd",/*yy/mm/dd*/
"yymmdd",/*yymmdd*/
"ddMonyyyy",/*ddmonfullyyyy*/
"ddmonyyyy",/*ddmonshortyyyy*/
"yyyymmdd",/*yyyymmdd*/
"yyyy/mm/dd",/*yyyy/mm/dd*/
"LongName",/*Longdateformat:Tuesday,March14,1995*/

Exercise10 ExpandingEssbasewithDateLogic
TheEdenElectronicsCorporationneedstoreportonaseriesoftimebased
metrics.Thisexercisehasyouaddthosemetricstoyourmodel.
1) CreateanewASOcubeusingtheTIME.OTL.
2) LoadtheTIME.TXTdatafileintothecube.Itdoesnotrequirealoadrule.
3) AddthefollowingmetricsaschildrenoftheAnalysismemberintheAccounts
dimension:
a. Rolling5PeriodAvgSales
b. DateLastSold
c. DaysSinceLastSold
d. Day#ofCurrentFiscalYear
e. DateoutofStock(hint:considerusingtheTailfunction)
f. DayoutofStock(hint:considerusingtheTailfunction)
4) OpentheTIME.XLSspreadsheettovalidateyourformulae.TheAnswerssheet
containsdatacalculatedproperly.ConnecttheRetrievesheettoyourcubeand
refreshtocompareyourresultstotheproperanswers.
5) YoucanusetheTIMEC.OTLtoseecompletedformulaforthedesiredmetrics.
EndofExercise
Exercise11 OptimizingMDXFormulae
ThisexercisepresentsacasestudyforoptimizingandMDXformulae.Thesolutionpresentedin
thisexerciserepresentsonepossiblesoutiontothisoptimizationquestion.
1) MakeacopyoftheASOSampapplication.
2) AddamemberintheAccountsdimensionnamed3MonthContribution.Thegoalis
tocalculateaproducts3monthaverageTransactionscontribution%toall
products3monthaverage.
3) Enterthismemberformulafor3MonthContribution:

Round( ( (
([Time].CurrentMember,[Products].CurrentMember,[Transacti
ons]) +
([Time].CurrentMember.Lag(1),[Products].CurrentMember,[Tr
ansactions]) +
([Time].CurrentMember.Lag(2),[Products].CurrentMember,[Tr
ansactions]) ) /
(([Time].CurrentMember,Ancestor (Products.CurrentMember,
Products.Generations(2)),[Transactions]) +
([Time].CurrentMember.Lag(1),Ancestor
(Products.CurrentMember,
Products.Generations(2)),[Transactions]) +
([Time].CurrentMember.Lag(2),Ancestor
(Products.CurrentMember,
Products.Generations(2)),[Transactions]) ) ),4)
4) Savetheoutline,restrucrturealldataifprompted.
5) OpentheOptimization.xlsfile.
6) ConnecttheContributionsheettoyourcopyofASOSamp.Sampledatabase.
7) RefreshthesheetandwritedownthequeryresponsetimefromtheASOSamp
applicationlog.
8) OptimizetheMDXformulafor3MonthContirbution.
9) Savetheoutlineandrestructureexistingdata.
10) RefreshtheContributionsheetinSmartViewandwritedownthequeryresponse
timefromtheASOSampapplicationlog.
11) Repeatsteps810asmanytimesasnecessarytocontinuetooptimizetheretrieval
time.

EndofExercise
Exercise12 CreatingSmartViewTemplateswithVBA
ThisexercisewalksyouthroughtheprocessofcreatingasimpleVBAtemplateleveragingthe
SmartViewforOfficeVBAtoolkit.
1) Ifnotalreadyopen,openExcel.
Lesson4::DateT
Time,Tex
xt,andV
VBA

2) InExcel,selectTools,thenM
Macro,thenV
VisualBasicEEditortoopen
ntheVisualB
Basic
ap
pplication.
3) Se
electFile>ImpotFile.
4) Brrowsetotheb
bindirectoryoftheSmartViewclientin
nstallationan
ndselectSmaart
Vieew.bas.
Anewmoduleisdisplayedw withalabeleddModule1(orlabeledwith
hthenexthigghest
moodulenumbeer,ifyouhaveealreadyinseertedoneorm
moremodules).
5) Ussethefollowingfunctionstocreateateemplateonsh
heet1:
a. HYPREFFRESH
b. HYPCONNECT
c. HYPMEENUVZOOMIN
N
d. HYPMEENUVZOOMO
OUT
e. HYPMEENUVPIVOT
6) Te
estyourtemp
plateusingtheeSample.Bassicdatabase.
7) OppentheVBA__Simple.xlswo orksheet.Commpareyourteemplatetoth
hisone.Youccan
alssousethistemplatetohelpwithyourssamplecode.
OracleEsssbase11.1..2 87

8) Iftime,expandtheVBAtemplateasfollows(usetheSample.Basicdatabase):
a. AddadropdownlisttothesheetthatfillswiththechildrenofMarkets.
b. Basedontheactivememberinthedropdownlist,createabuttonthat
takesthechildrenofthatmemberandplacesthemonthegridasrow
headersforasalesreport.
c. Createabuttonthattakestheattributesofaselectedproductandshows
themintheExcelcellcommentforthatmember.
9) TestyourtemplateusingtheSample.Basicdatabase.
10) OpentheVBA_Extend.xlsworksheet.Compareyourtemplatetothisone.Youcan
alsousethistemplatetohelpwithyoursamplecode.
EndofExercise

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ORACLECORPORATION

Essbase Provides a Recipe for Quick Value

Multi-dimension and Hybrid OLAP engine:

Essbase OLAP modes:

Value of Essbase in the Enterprise

Unsurpassed ad-hoc/analytic capabilities

Scenario Modeling (what-if analysis)

Simplify and accelerate BI Process

Open access and deployment via

Essbase Advantages over Standard ROLAP

Essbase Advantages over Other OLAP

Identical Hardware 50 Concurrent Users 50 Concurrent Users

Pervasive, Multipurpose BI & Analytics

Applications Q&R EPMScenario

ETL, Data Source Security, Clustering, DRM

Copyright 2008, Oracle and/or its affiliates. All rights reserved.

Oracles BI Platform - Leveraging the Warehouse

Data Ad-hoc Interactive Desktop Reporting & Proactive Disconnected MS Office

Tools of the Trade Making the Quick Meal

The Data Equivalent of a Food Processor Visual

The Ultimate Mixer (move over Kitchen Aid) -

The Blast Chiller Essbase Application Manager

The Double Oven Essbase Studio

Proliferation of data sources

Going from Source to Essbase

1. Map data source

Essbase Studio - Layout

A dimension element that is bound to

A dimension element of that is of a

Cube schema A higher level

Essbase Model A cube schema that

Looking toward the Future

Essbase in the Middle

Looking toward the Future

Analytic Capability and Usability

HierarchyName Member MemberSortField(table.column)

Region Region Region.Region

Tab Field Value

Info Consolidation CONSOLIDATION

Formula Formula FORMULA_ASO

UDAs UDAValue VARIANCEREPORTING

Member Tab Field Setting

TBC_newModel General ASOStorage Yes

Time General NameinCube Year

Info Dimension Time

Measures Info Storage LabelOnly

Outline Hierarchy DynamicatDimensionLevel

Scenario Info Storage LabelOnly

Outline Hierarchy DynamicatDimensionLevel

Variance Formula Formula IIF(

Variance% Formula Formula IIF(

View Outline Hierarchy DynamicatDimensionLevel

Info Storage LabelOnly

QTD Formula Formula Sum(

YTD Formula Formula Sum(

Ounces General Essbase Trueselectthecheckbox

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