Document:

Essbase Beginner’s Guide

Description:
This Document shows step by step Installation,
configuration and initial setup to login into Essbase console
with screen shots.

History:
Version Description Author Publish Date
Change
0.1 Initial Draft Amit Sharma 9-Oct-2010

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 Content
Title

Installation
1. Installing Oracle Essbase
2. Installing the Essbase analytic server
3. Installing Essbase Administration Services
4. Starting the EAS
5. Installing the Essbase Add-in for Microsoft Excel
6. A typical network setup
7. Summary

Essbase Overview

1. Multidimensional Analysis
2. Oracle’s Enterprise Performance Management System
3. Oracle BI Suite Enterprise Edition Plus
4. Essbase
5. Production Environment Components

Designing Applications and Databases

1. Block Storage Implementation Process

2. Analyzing and Planning Implementations
3. Creating Applications and Databases
4. Creating Outline Structures
5. Modifying Member Properties

Designing Data Descriptor Dimensions

1. Data Descriptor Dimensions Overview

2. Designing Time Dimensions
3. Designing Scenario Dimensions
4. Outline Calculations
5. Designing Accounts Dimensions
6. Testing Outline Calculations

Optimizing Data Descriptor Dimensions

1. Creating Member Aliases

2. Dimension Types
3. Creating Period-to-Date Totals
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 4. Dynamic Calc Members
5. Enhancing Accounts Dimensions
6. Optimizing Data Storage

Planning Dimension Designs

1. Business View Dimensions Overview

2. Combining Business Views
3. Planning Dimensions with Label Outlines

Creating Basic Dimension Build Rules Files

1. Rules Files Overview

2. Creating Dimension Build Rules Files
3. Configuring Dimension Maintenance Settings

Creating Advanced Dimension Build Rules Files

1. Advanced Dimension Build Rules Files Overview

2. Creating Shared Members
3. Manipulating Fields
4. Creating User-Defined Attributes

Loading Data

1. Data Load Overview

2. Creating Data Load Rules Files
3. Selecting and Rejecting Records
4. Capturing New Members

Getting Started with Smart View

1. Smart View Overview

2. Configuring Data Sources
3. Creating Ad Hoc Reports
4. Setting the Point of View

Creating Reports with Smart View

1. Manipulating Multidimensional Data

2. Updating Essbase Data
3. Integrating Essbase Data with Microsoft Office
4. Customizing the User Experience

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Data Storage and Calculation

1. Calculation Overview
2. Database Calculation Order
3. Data Block Fundamentals
4. Data Blocks and the Index System
5. Database Statistics
6. Data Block Creation
7. Database Calculation Process

Creating Calculation Scripts

1. Calculation Script Organization

2. Returning Correct Calculation Results
3. Troubleshooting CALC DIM Processes

Controlling the Calculation Process

1. Top-Down Calculation
2. Focusing Calculations with FIX Statements
3. Calculating Conditionally with IF Statements
4. Comparing FIX and IF Calculation Processes

Referencing Members in Calculations

1. Referencing Members Explicitly

2. Referencing Members Dynamically
3. Creating Calculation Variables

Analyzing Member Attributes

1. Attribute Dimensions Overview

2. Adding Attribute Dimensions to Outlines
3. Design Considerations
4. Creating Attributes with Rules Files

Analyzing Varying Attributes

1. Varying Attributes Overview

2. Creating Varying Attributes Overview
3. Viewing Varying Attribute Data

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Analyzing Text and Dates

1. Typed Measures Overview

2. Enabling Typed Measures
3. Creating Typed Measures
4. Viewing Typed Measures
5. Calculations Based on Typed Measures

Essbase Studio

Integration with OBIEE

Working with ASO Application

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Essbase Introduction

Hyperion Essbase basically a special data base that is multidimensional database management
system (MDBMS). Essbase stands for "Extended Spread Sheet Database". Essbase products
provide analysis solutions to the business user. Essbase quickly leverage and integrate data from
multiple existing data sources and distribute filtered information to end-user or business user.

Essbase provide users interactive through Microsoft Excel. Essbase explore data in real time and
along familiar business dimensions, enabling them to perform speed-of-thought analytics.

Multi-Dimensional refers to the representation of any data in spreadsheet format. A typical

spreadsheet may display time intervals along column headings, and account names on row
headings.

Tow dimensional Excel view.

Business user wants to break down these values by city, then one more dimension is require.
Three dimensional Excel view.

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Essbase 11

Essbase 11.1.1.3 is similar to as system 9.3 but it is new version of Essbase so

it has advance and new feature which makes difference between them.

New features of Essbase 11

1. Smart View features: - It use for Excel reporting. This is the best feature of Essbase
provides a Microsoft Office (Word, PowerPoint, Excel) environment. Smart view use
for create customizable dashboards and reports with components from multiple
data sources.

2. Varying attributes: - A varying attribute enables you to track changes in attribute

values across one or more independent dimensions

3. Text and date measures:- Use text and dates as measures in multidimensional
reporting Perform analysis based on text or date measures. Opens up Essbase for
new types of reports and analysis Text measures are stored as numbers, you can
perform calculate averages and summaries, e.g. find average rating for a group of
customers

4. Backup, transaction logging, and replay

Backup Copy files to specified location

Database in read-only mode
Restore from copy at later point
Can be used with operational
transaction logging and play back
capabilities to restore to previous state

Transaction Logging
Logging: Track write operations to the database
Following events will be logged
Outline changes, data load, calculations, lock and send
Replay: Choose which events to replay or replay all
5. New ASO features
ASO Partial Data Clear is a new option that enables you to clear a well-
defined region of the ASO cube

6. New calculation script and MDX functions

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 o GetFirstDay( date ):- Converts a given date to the first day of the input date
time interval, following the Gregorian calendar
o GetLastDay( date ):- Converts a given date to the last day of the input date
time interval, following the Gregorian calendar
o GetRoundDate( date ):- Converts a given date to the rounded date of the
input date time interval, following the Gregorian calendar

7. New XOLAP feature

8. New Essbase Studio

Installation of Essbase

Installation of Essbase 9.3.1 is not a big task but, for moving next step installation require.
It is a good thing that Oracle provides its all components free of cast. Go to oracle site and
download all require components of Essbase. Essbase have separate components for each
product. All download files are available files are available in http://edelivery.oracle.com/
site. Here is requirement to download Essbase Server, Essbase Admin and Essbase Client. It
is very easy to download all files just click on download button.

Entered to http://edelivery.oracle.com/ there is continue button click on it.

Fill the below information in the form.

There is license term and condition without accepting that you can’t move to next step.
Make check boxes true and continue for next step.

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Essbase comes under the category of Hyperion Performance Management and BI. Select
operating system platform if it is 64bit or 32bit select respective one. Click on Go button
the result will appear with available and not available contents.

Make radio button true of “Hyperion Performance Management and BI(9.3.1)”. Clicks
continue to go in next level.

The available component comes directly to download. Need to select right components and
click “Download”. As shown in below image download those files for basic installation of
“Essbase”.

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Each file comes with its part number so difficult to recognize for easy understanding give
proper names to all folders.

Essbase have certain sequence of components installation first Essbase server, Essbase
admin then Essbase client.

Essbase Server

Installation is easy task execute the setup.exe file.

Click Run to start installation.

Below image shows installation started.

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Select language. Click OK button

Installation “Hyperion Essbase 9.3.1” or I t also called system 9.

Each product provides installation documents if require please take it from oracle site. Or
skip this step go to Next.

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Essbase provides custom settings for different-different location. Default setting is “United
States” go ahead with that.

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Here is agreement terms and condition make radio button true of “I AGREE” option. Then
only you can go in to next step.

Now path for installation files. Where you want to keep installation files? By default it
comes in “C:\Hyperion” folder. Browse button help you to set new path for installation
place.
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Asking where to install “AnalyticServices” directory? Set installation path and go next.

Select product setup type.

Very important part to set environment variables, so that when application runs the
Environment variables provides a way to influence the behavior of software on the system.

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Select language and go next.

Showing summary report of installation where is the location of server files? What are the
features installing? Space to be taken.

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Installation of Hyperion Essbase 9.3.1 begins.

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Configuration tools can be launch while installation or it also possible later.

Essbase Admin

Installation of Essbase Admin is same as server installation. Run essbase admin setup file.

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Installation of administrator services started the further steps are same so need not to
worry for steps.

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Below image shows summary of admin services installation and space require for admin
services.

Description of admin services tasks.

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Admin services installation completed.

Configuration tools can launch from this option or finish installation.

Essbase Client
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Installation of Essbase Client services.

File path where the client server will install.

Space required for client services installation.

Installation of Hyperion Essbase Client.

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All installed component of hyperion comes in All Program Hyperion. Installation of
Essbase server, Essbase Admin and Essbase Client completed. There is also the sequence
for opening components. First open Essbase server one dos prompt

Here give company name may be your server name. Enter login name and password.

Server confirm about all details which you enter. Press 1 – Yes and 2 – No.

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When command prompt comes with “Waiting for client Requests….” message. It means
server is working fine.

Next step is start administration services server.

Administration server will show you below prompt. It shows started condition.

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The final step is to open administrator console prompt

Enter to administration server with specified user name and password to enter in to
server. Click ok

Taking user information which is administrator server? How is going to be use? Fill all
information about server user. Specify user type native user or external user.
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Se server connection and go to next step.

All server settings completed verify that all check boxes are checked. It means setup
completed now you can finish.

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When you finish it, you get enter in to admin server. Enterprise view has set of servers as
administration servers keeps information of admin server and user.

View native user information, You can fill other information and set password.

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Verify how many Essbase servers are available for admin user? Who is the user?

There was no Essbase server, right click on Essbase server add Essbase server.

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Create Essbase server give name, user name and then password.

Click ok, Essbase server “localhost” created for verify that is it working correctly? Open
application checks that wither applications are available.

For example sample cube has database file you can see the outline of database.

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Log Files
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So many log files are there in Essbase, but the important log files are
1. Application log
2. Essbase.log
3. Configtool.log
4. eas_install.log
5. essbaseserver-install.log

When a new application creates in the background some file associated to application
creates automatically.

While installation below files generates automatically all file contents important file which
are going to be use. As logs folder keeps

As logs folder keeps log of every task.

Configuration files.

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You can trace what operations perform at what time through log file.

Essbase folder contains all file Essbase server, Essbase client and Essbase server and other
related folder.

These files are creates

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Essbase Server keeps all below directories. “app” folder keeps all the available application.

There is one separate folder creates automatically when an application creates.

Creating new database

New data base comes with blank outline. There is one way to get outline, open existing
outline and save into blank outline.
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After creating database below files creates in side application folder.

Log file location

C:\Hyperion\logs\essbase\app\Bisp

Multidimensional Analysis

Hyperion Essbase basically a special data base that is multidimensional database.

Multidimensional means dimensions are multi.

Dimension: - One of the perspectives that can be used to analyze the data in an OLAP cube.
When data comes in a cube it comes from the perspective of different combinations of
dimensions.

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Example  Sales database the dimensions could include Product, Time, Store, Market and
Region. Dimensions contain one or more hierarchies, which have levels for drilling up and
drilling down in the cube. When a dimension has just one hierarchy, people often refer to
the dimension itself having levels.

In graphical there may be 3D view but in data there may be multi dimensional data view.
There can be two, three, four or more than those views are in multi dimensional analysis.

Two Dimension view

Above image shows two different views of sales data. One view is period as quarter (Q1,
Q2, Q3, and Q4) and second view is scenario as city (Alaska, Arizona, California, Florida,
Texas). Relational database have all detailed information of day-to-day trisections. It is
difficult and time consuming job to dig out quarterly sales of a particular city. Answer to
this question become easy when data is already available in aggregated form in
multidimensional database or in OLAP.

Q1) what is the sales in Alaska for quarter 1?

Once seeing two dimension views any one can give the answer of this question.

Alaska Sales in Quarter 1  1000

Three Dimension view

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In this case one more dimension is added that is product. When one more dimension is
added than more complex analysis is possible.

Question what is a particular product sale in a Arizona for quarter 1?

Answer  2000

Four Dimension view

In this case one more dimension is added that is sales person. When one more dimension is
added than more complex analysis is possible.

Question  What is a particular product sale by Mark in Florida for quarter 1?

Answer  2500

Data and view are two terminologies. Data means fact and view means dimensions. Data
could be any numeric value which allows to do be analysis, aggregation can perform on
data.

Aggregations: - Information stored in a data warehouse in a summarized form. Instead of

recording the date and time each time a certain product is sold, the data warehouse could
store the quantity of the product sold each hour, each day, week or each quarter.
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Aggregations are used for two primary reasons:

Save storage space Aggregations reduces the space needed to store data.

Improve the performance of business intelligence tools When queries

run faster they take up less processing time and the users get their
information back more quickly.

An aggregation keeps historical data. Suppose there is year’s data and it happens that
detailed data is kept in a less accessible, permanent storage format, and only the
aggregated, summary data is kept on-line.

Aggregations are often created as the sum of the individual records. An aggregation can
have for count, distinct count, maximum value and minimum value.

Life cycle of Essbase

1. Creating the Database

2. Dimensional Building
3. Data Loading
4. Performing the calculations
5. Generating the Reports

Raw data always exist in form of relational database. Data may be in form of models. Before
a building cube, data required in certain format, often it may in star schema. If data model
is in snowflake it converts to star schema. The difference between star and snowflake
schema is that the query runs faster in star schema where as slower in snowflake schema.
So the data model which are used in transactional model may not be directly use in
Essabse. Essbase works on dimension and fact not in tables.

Star schema

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Snowflake schema

There are two type of modeling physical and logical modeling. Logical modelings means
consist of views don’t require any table. Views do not occupy space its virtual view of data.
You have to do logical modeling before creating cube then reporting is possible.

Essbase Multidimensional Data modeling

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Physical Tables

Logical Multidimensional

Multidimensional view

Cube

Presentation Layer Reporting

Essbase Components

1. Essbase Analytic Server (Essbase Server)- Multi threaded server design to

manage data.
2. Essbase Administration Services (User Interface)- Communicate between client
and Essbase server.
3. Essbase Integration Services- RDBMS to Essbase
4. Essbase Spread Sheet Add-ins-
5. Essbase Provider Services-
6. Essbase Smart View-

Essbase server can have multiple servers in different locations but administration can be
managed from a single place. Essbase console allows you to manage from one centralize
place. There is one limitation that console services can’t install in UNIX environment
because it is windows components.

Essbase Architecture
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Essbase have three tier architecture features. The high-level view of the information flow
between the three tiers of the Essbase architecture:

1) The client tier (on the left)

2) The middle tier (in the center)
3) The database tier (on the right)

The client tier

The client tier includes Essbase Server clients, such as:

1) Essbase - Smart View for Office, Fusion Edition,

2) Essbase - Administration Services Console
3) Essbase - Studio
4) Essbase - Spreadsheet Add-in
5) Essbase - Visual Explorer
6) Essbase - Data Mining
7) Essbase Integration Service Console
8) Application Programming Interface (API)
9) EPM System Lifecycle Management
10)Developer Products
11)Oracle Hyperion - Smart Search, Fusion Edition.

Essbase Smart View

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Oracle Hyperion Smart View for Office, Fusion Edition provides a common Microsoft Office
interface for various EPM System products:

1. Oracle Hyperion - Essbase,

2. Oracle Hyperion Financial Management, Fusion Edition,
3. Oracle Hyperion planning, Fusion Edition,
4. Oracle Enterprise Performance Management Workspace, Fusion Edition data.
5. Reporting and Analysis.

Using Smart View, you can view, import, manipulate, distribute, and share data in Microsoft
Excel, Word, and PowerPoint interfaces. It can also import content from the Reporting and
Analysis repository and can perform “adhoc” analysis on data from Oracle BI EE.

“Adhoc” Analysis

Essbase - Administration Services Console

Administration Services Console is the common graphical user interface (GUI) of Essbase -
Administration Service (EAS) that enables administrators to manage the Essbase
environment from one navigation tree, called Essbase - Enterprise View. Enterprise view
replaced by Essbase studio in 11.1.1 release.

The console provides wizards, editors, and other tools to help administrators view,
manage, and maintain a unique set of Essbase Servers.

Essbase - Spreadsheet Add-in

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Spreadsheet Add-in integrates Essbase with Microsoft Excel.
Spreadsheet Add-in adds the Essbase menu to Excel, which provides enhanced commands
such as:
1) Connect
2) Pivot
3) Drill-down
4) Calculate

Users can access and analyze data on Essbase - Servers with mouse clicks and dragging
operations. Spreadsheet Add-in enables multiple users to access and update data on an
Essbase Server simultaneously.

Essbase - Integration Services (EIS)

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Oracle Essbase Integration Services—an optional product component—provides a
metadata-driven environment to bridge the gap between data stored in database and
detailed data stored in relational databases.

It was the first major effort to bring together the power of Essbase with details stored in
relational databases, was Essbase Integration Server. From the release 11.1.1, Essbase
Studio was introduced to replace it.

Oracle Essbase Integration Services provides a suite of graphical tools that can be used to
create:

1. Essbase databases
2. OLAP models
3. Meta outlines

To create OLAP models or to build outlines, you must connect Integration Services to a
database that contains metadata (the Essbase - Integration Services - OLAP Metadata
Catalog database).

Hybrid Analysis allows portions of database to be stored in a relational database. This

relational-stored data is mapped to the appropriate Essbase hierarchies.

Enterprise Performance Management System

Oracle’s Enterprise Performance Management (EPM) System is bundle of technology and

applications that include category-leading financial performance management applications,
operational Business Intelligence (BI) applications, BI foundation and tools, and data warehousing.
It also leverages Oracle’s Fusion Middleware technologies,assuch
Oracle Application Server and
Oracle Identity Management.

It has the following characteristics:

Pervasive— It enables all levels of your organization to see information that is optimized
for their role.
Comprehensive— It incorporates information from your financial performance
management, operational intelligence, and transactional applications.
Hot-pluggable— It integrates with any data source, extraction, transformation and load
(ETL) tool, major business application, application server, security infrastructure, portal
technology, front-end and analytical tools, and database.

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Performance Management Applications
Oracle’s performance management applications are a modular suite of integrated
applications that support the entire financial management cycle of goal setting, modeling,
planning, monitoring, analysis, and reporting. Applications include:
Oracle® Hyperion Financial Management, Fusion Edition
Oracle® Hyperion Performance Scorecard, Fusion Edition
Oracle® Hyperion Strategic Finance, Fusion Edition
Oracle® Hyperion Planning, Fusion Edition
Oracle® Hyperion Capital Asset Planning, Fusion Edition
Oracle® Hyperion Workforce Planning, Fusion Edition
Oracle® Hyperion Profitability and Cost Management, Fusion Edition
Oracle® Hyperion Financial Data Quality Management, Fusion Edition

Oracle® Integrated Operational Planning, Fusion Edition

BI Applications

Oracle BI applications are prebuilt vertical and horizontal analytic applications that
enable organizations to gain greater insight and value from a range of data sources
applications,
and
including Oracle E-Business Suite, PeopleSoft, Siebel (Customer Relationship Management
system), and third-party systems such as SAP (EnterpriseResource Planning system).
Applications include the following:
Oracle® Financial Analytics
Oracle® HR Analytics
Oracle® Order Management and Fulfillment Analytics
Oracle® Supply Chain Analytics
Oracle® Sales Analytics
Oracle® Service Analytics
Oracle® Contact Center Analytics
Oracle® Marketing Analytics
Oracle® Usage Accelerator Analytics for CRM

Business Intelligence Foundation

The core technology of Oracle’s EPM System is a highly scalable BI foundation. This
foundation utilizes a common enterprise information model as the consistent semantic
layer. This foundation has three specialized servers to meet your reporting and analytical
needs.
Essbase—The leading OLAP Server for building forward-looking analytic applications

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BI Server—Highly scalable federated query engine for aggregating disparate data sources
Predictive Analytics – Oracle Real-Time Decisions—A predictive analytics engine for
embedding BI into operational processes

Fusion Middleware
Fusion Middleware provides an open, comprehensive, standards-based approach for
deploying service-oriented architectures (SOAs) by using Web services, an enterprise
service bus, and Oracle BPEL (Business Process Execution Language) Process
Manager. Its portfolio includes products for integration, business process management,
business intelligence, and data management; developer tools for applications,
databases, and BI; and many other components. Examples include the following:
Oracle Application Server (Java application server)
Oracle Coherence (scaling)
Oracle Master Data Management Suite (data management)
Oracle Collaboration Suite (e-mail and content management)
Oracle Identity and Access Management Suite (identity management)
Oracle WebCenter Suite (context-rich user interface with Web 2.0)
Oracle SOA Suite (business rules, process deployment, Java developm ent, activity
business
monitoring with dashboards and alerts, application integration over the Internet and
across other applications)
Oracle Portal (out-of-the box enterprise portal)

Lifecycle Management provides a consistent way for Oracle Hyperion Enterprise

Performance Management System products to:

• Migrate an application,
• Repository,
• Individual artifacts across product environments and operating systems.

Generally, the Lifecycle Management interface in Oracle's Hyperion® Shared Services

Console is consistent for all EPM System products that support Lifecycle Management.
However, EPM System products display different artifact listings and export and import
options in the Lifecycle Management interface.

Lifecycle Management features:

1. Viewing applications and folders

2. Searching for artifacts
3. Comparing applications and folders
4. Migrating directly from one application to another
5. Migrating to and from the file system
6. Saving and loading migration definition files
7. Viewing selected artifacts
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 8. Auditing migrations
9. Viewing the status of migrations
10. Importing and exporting individual artifacts for quick changes on the file system

Command-line utility

In addition to providing the Lifecycle Management interface in Shared Services Console,

there is a command-line utility called Lifecycle Management Utility that provides an
alternate way to migrate artifacts or collection of application from source to destination.
The Lifecycle Management Utility can be used with a third-party scheduling service such as
Windows Task Scheduler or Oracle Enterprise Manager.

Oracle Hyperion - Smart Search

Smart Search integrates with leading enterprise search solutions
1. Google Search Appliance
2. Oracle Secure Enterprise Search
to provide a familiar search interface.

Most of the users are familiar with the search simple business terminology; users can
obtain structured information from Essbase applications and Essbase database.
Information that has been filtered according to user privileges is delivered in data grids
and live links in Smart View.

The middle tier

The middle tier includes services
1) Provider Services
2) Essbase - Integration Services (EIS)
3) Essbase - Administration Service (EAS)

Provider Services
Oracle Hyperion Provider Services is a middle-tier data source provider to the following
products:
1) Oracle Hyperion - Essbase
2) Planning
3) Oracle BI EE
4) Smart View for MS Office
5) XMLA clients

Provider Services supports highly concurrent analytical scenarios and provides scalability
and reliability in a distributed Web-enabled enterprise environment.

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Essbase - Integration Services (EIS)

Integration Services provides a metadata-driven environment to bridge the gap between

data stored in Essbase databases and transactional data stored in relational databases.
Integration Server drill-through enables business users to view linked transactional data
from Essbase reports. The Hybrid Analysis feature gives business users more detail for
decision making, and it gives information technology (IT) managers more modularity in
designing and maintaining large-scale analytic applications

Essbase - Administration Service (EAS)

Administration Services—the database and system administrators’ interface to Essbase—
provides a single-point-of-access console to multiple Essbase - Servers.
Administration Services is a tool which permit you to :
1) design,
2) develop,
3) maintain,
4) and manage multiple :
o Essbase - Servers,
o Essbase - Application,
o Essbase - Database (cube),
Administration Services is also known as EAS. EAS will stand for Essbase Administration
Services and not for Essbase Agent Service.

The database tier

The database tier is made up of Essbase - Servers.

Oracle Hyperion – Essbase

Hyperion Essbase is an Online Analytical Processing (OLAP) server that:

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 1) extracts data from a wide range of datasources, including :
o Oracle Database 11g and other relational databases,
o files,
o and spreadsheets,
2) calculates and then aggregates this data
3) Then provides fast access to the results, using a dimensional model through several APIs
and languages, including XML/A and MDX. Users interact and intuitively explore data in real
time and along familiar business dimensions, enabling them to perform speed-of-thought
analytics.

For users with complex analytical requirements, Oracle’s Hyperion Essbase can provide
access to:

1) advanced calculations,
2) forecasts,
3) allocations,
4) cross-dimensional queries,
5) aggregated data,

Essbase was created to provide:

1) one system that satisfy the global reporting and give accuracy
2) Multidimensional spreadsheet-based analysis.

It was originally developed in order to deal with the scalability issues associated with
spreadsheets such as Lotus 1-2-3 and Microsoft Excel. It is why Essbase means Extended
Spreadsheet Database

Oracle Hyperion Essbase is:

1) Part of the Oracle Fusion Middleware family of products.

2) A business analysis server technology
3) An environment for rapid development of custom analytic and enterprise performance
management applications.

Designing Applications and Databases

Block Storage Implementation Process

Block Storage databases are optimized for data set that is partially dense. Data is stored in
dense data blocks which are indexed along sparse dimension for retrieval.

This storage paradigm enables you to perform:

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 1. Top-down budgeting and planning
2. In addition to sophisticated pre-aggregation calculations
Sparse and dense are a property of the values of an attribute.

Sparse

A dimension which has low probability that data exists for every combination of
dimension members.

Data is normally stored in sparse form. If no value exists for a given combination of
dimension values, no row exists in the fact table. For example, if not every product is sold in
every market. In this case, Market and Product are sparse dimensions. It's why in the
reporting tool Obiee for instance, by default, data are considered sparse.

For block storage databases, Essbase creates an index entry for each data block. The index
contains an entry for each unique combination of sparse standard dimension mem bers for
which at least one data value exists. Essbase stores index entries in file
an (Essn.ind),
IND which is
located in the same directory as the PAG files.
Like PAG files, IND files have a maximum file size
of 2 GB. When the current IND file reaches the maximum size, Essbase creates another IND file,
numbered sequentially, to store additional index entries. There is no 1-to-1 relationship
between the number of PAG and IND files, and it is unusual for a single IND file to index
multiple PAG files.

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For example, a fully calculated database can have one IND file and ten PAG files.

Dense

A dimension which has the high probability that data exists for every combination of
dimension members.

Most multidimensional databases may also contain dense dimensions. A fact table is
considered to have dense data if it has (of a high probability to have) one row for every
combination of its associated dimension levels.

A standard report can contain tens of thousands of data values, and it would be extremely
inefficient for Essbase to deliver each data value into memory, one 8-byte cell at a time.
Instead, for block storage databases, Essbase groups data cells into datablocks of dense
dimensions, thus increasing the amount of information that can be delivered into memory
at one time.
Each data block is a multidimensional array that contains a fixed, ordered location foreach
possible combination of dense dimension members. Accessing a cell in the does
block
not involve
sequential or index searches. The search is almost instantaneous, resulting in optimal
retrieval and calculation speed.

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Block Storage

Create an application using block storage. Aggregate Storage used for big storage and Block
Storage is for respectively small storage.
Select respective server there can be more than one server in Essbase. Essbase have the
facility to manage server or administration of server from remote place. Select server give
application name as in this example “PBC” is an application.

New sales application is created this time application is empty.

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For creating database right click on application. Go to create database and give name to
database.

Select database type as normal click ok.

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New “SalesORG” database come up with some respective container as outline.

This is the folder structure with respect to “PBC” application and “SalesORG” database.

Folder structure of database files

SalesORG.db = Database File

SalesORG.dbb = Database Backup File
SalesORG.esm = Essbase File
SalesORG.otl = Outline File
SalesORG.tct = Transaction Control File

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How to create outline?

Step 1 Open outline “*.otl” file.

Browse for “*.otl” file source. Select required file then click ok.

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Outline is opened

Step2 Save opened outline into newly created database file. The absolute path of outline
file shown in below image.

Empty outline is already exist replace that one with structured out line file.
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Outline is saved success fully.

Introduction to Outline

When you create a new database the empty outline is created.

1. Database outlines define the structure of a multidimensional database, including all

the dimensions, members, alias properties type consolidations and mathematical
relationships.
2. The structure defined in the outline determines how data is stored in the database.
3. When a database is created analytic services creates an outline for that database
automatically.
4. The outline has the same name as the database for example when the basic database
is created within the sample application an outline is created in the following
directory.

ARBORPATH/app/sample/basic/basic.otl

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Generation – Generation refers to a consolidation level within a dimension. A root branch
of the tree is generation1. Generation numbers increase as you count from the root toward
the leaf member.

Generation starts from top to bottom.

Product – Generation-1

100
200 – Generation-2
300
400

100-10
100-20 – Generation-3
100-30

Level

Level is opposite from generation bottom to top. Level 0 members are called base
members. Level starts from 0 and generation starts from 1. Level does not include
dimension.

Level=Dimension - 1

Levels of product dimension

100
200 – Level-1
300
400

100-10
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100-20 – Level-0
100-30

Level also refers to a branch within a dimension, levels reverse the numerical for
generations. Levels count up from the leaf member toward the root. The root level number
varies depending on the depth of the branch.

Parent
A parent is a member that has a branch below it for example margin is a parent member for
sales and cost of goods sold. Member above the member is called parent. Dimension does
not have any parent. Time Periods is root element. Year Total is one of the parent elements
in this hierarchy.

Child
A child is a member that has a parent. A member below the member is called parent. Leaf
member does not have any child. Q1, Q2, Q3 and Q4 are childes of Year total and Jan, Feb
and mar are childes of Q1 in this hierarchy.

Siblings
Siblings are child members of the same immediate parent at the same generation for
example sales and costs of goods sold are siblings (they both have the parent margin).
Siblings are s. Q1, Q2, Q3, Q4 are siblings and Jan, Feb, Mar are siblings in this hierarchy.

Descendants

Descendants are members in branches below a parent for example; profit, Inventory and
ratios are descendants of measures. The children of profit inventory and ratios are also
descendants of measures @ descendants ().

Ancestors

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Ancestors are members in braches above a member for example. Margin profit and
measures are ancestors of sales.

Root

The root is the top member in a branch measures is the root for profit, inventory, ratios and
the children of profit inventory and ratios.

Member Properties

You can specify a broad variety of setting for each member that defines the
member’s storage characteristics and other rollup and reporting behaviors.

You can define the following important properties for member’s

1. Aliases
2. Consolidation operators
3. Data storage
4. User-Defined Attributes (UDA's)
5. Attribute Dimensions

Alias:

Aliases are names that can be used in place of the main member name. Aliases
are commonly used for storing descriptions (for example, account or cost
centre names) and for providing alternative naming conventions where

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organization sectors use different terminology or a foreign language. Like the
member names, aliases can be used for:

1) Calculation Script Formula Reference

2) Spreadsheet Reporting
3) Data loading references in data source files
4) Report Script Reference

Alias names are stored in Alias tables and this alias names are used in reports
also. The Aliases can be displayed in different language too. The display will be
in English but it will support different language.

Open Excel Report go to options checked Aliases then it will show you aliases
name.

Consolidate Operators

How a member rolls up in hierarchy depends on the mathematical operation,

called the consolidation operator, which is assigned to the member,
Consolidation operators are also called unary operators in Essbase practice
and documentation.
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Consolidation Operators are set for members in the Member properties dialog
box.

Consolidators include:
1. Add(+)
2. Subtract (-)
3. Multiply (*)
4. Division (/)

5. Percentage (%),
6. Tilde (~, causes the member to be ignored during consolidation)

Most of consolidate operation is Add(+).

Type of calculation
1. Data Storage (Calculated Data)
2. Dynamic calc
Calculated data means data comes from data source. Dynamic calculation data
calculated in Essbase level.

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1. Store - Store the data value with the member. This is the Default Settings.

2. Dynamic Calc- Not calculated the Data value until a user requests it, and
then discard the data value.

3. Dynamic Calc and Store- Not Calculate the data value untill a user
requests it, and then store the data value.

4. Shared Member- The data associated with the member comes from
another member with the same name.

5. Never Share- The data associated with the member is duplicated with the
parent and its child ig an implied shared relationship exists
6. Label Only- Although a label only member has no data associated with it, it
can still display a value. The label only tag groups members and eases
navigation and reporting, typically , label only members are not calculated.

User Defined Attributes:

User defined Attributes UDAs are special flags you can use for reporting and
calculations. Using UDAs is a way to avoid setting up addition dimensions
where the member identification information is not hierarchical.

Examples: Customer can be defined as various consumer groups by age,

region, consumption quantity, Market type etc.
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How to create UDA?

Select dimension member in which you want to create UDA.

Right click on that dimension.

Select UDAs Tab assign range for product dimension.

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Three user define attributes are created in 100.

Note: Attribute dimensions the member of attribute Dim and Standard dim
should be at same level.

Attribute Dimensions

Attribute dimensions are like UDAs in that they help assign characteristics to
given members in an outline.

Examples of Characteristics are product sizes or colors, customer regions, and

product package types.

Unlike UDAs, attribute dimensions can be hierarchical; after they are

requested in are port, they behave like standard dimensions.

a. Attribute dimensions add no overhead in terms of database size.

They are dynamic dimensions with no storage requirements.
b. Calculation of attribute dimensions is deferred until they are
requested in a report furthermore, there is built in functionality to
enhance dynamic calculations. By default, you can sum, average,
and count members, request minimum or maximum values, or use
any combinations.

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 c. Attribute dimensions can be of different types (Text, numeric,
Boolean, and Date). Each has built-in functionality in terms of
enhanced retrieval filtering and calculations.
d. A given member within a dimension may be assigned one or more
attributes at all.

Dimension Types
A dimension type is a property that analytic services provide that adds special
functionality to a dimension.
Those are:-
1. Time
2. Accounts
3. Currency
4. Country
5. Attribute
6. None

Time - Defines the time periods for which you report and update data. You can tag only one
dimension as time. The time dimension enables DTS(Dynamic Time Series), several
accounts dimension functions, such as first and last time balances.
Accounts: Contains items that you want to measure, such as profit and inventory and
makes analytic services built-in accounting functionality available. only one dimension can
be defined as accounts.
Attributes:-
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Attribute dimensions are a special type of dimension and are associated with standards
sparse dimension. Essbase does not store the data for attribute dimensions; Essbase
dynamically calculates the data when a user retrieves it. These should be placed below the
standards dimensions.
Attributes Contains members that can be used to classify members of another, associated
dimension. These define the characteristics of the standards dimensions.
These are for the additional analysis.
By default dynamic calc (No storage)
Steps to create attributes
1. Create the attribute dimension
2. Associate the dimension to a specified sparse dimension
3. Add the attribute members to individual members of standards sparse dimension
4. Associate attributes dimension members with base dimension members

How to create attributes dimension and associate with base dimension?

Answer: - There is one button through which you can add new sibling to the selected
member.

Here customer is added as new sibling.

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Add child in to customer as kids, mans and women. Same way outline can be customizing
as per requirement.

Right click on any child a popup window comes up with all possible operations.

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Select edit member properties options; there are some tabs where the all information
about that member is available. Information tab shows member information type of
member, alias properties and other.

Two attributes can associate through associations tab.

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Once all properties set verify changes then save changed outline.

DTS (Dynamic Time Series)

In order to calculate period-to -date values dynamically, you need to use a dynamic time
series member for a period on the dimension tagged as time Analytic services provides
height predestined dynamic time series members.

H-T-D(History to date )
Y-T-D (Year to date)
S-T-D(Season to date)
P-T-D(Period to date)
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Q-T-D(Quarter to date)
M-T-D(Month to date)
W-T-D(Week to date)
D-T-D(Day to date)
QTD 10 feb (1st jan to 10th feb)

Account Dimension

Account dimension keeps all detailed information related to account. There is one
limitation that you can’t keep tow dimension type as account in a cube.

Features a account type

1. Variance Reporting Expense
2. Time Balance
3. Skipping

Skip option works only if time balance is in active mode. Time balance works only if there is
at least one time dimension defined. Here in below example skipping missing and zeros
data.
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If new custom dimension creates as then it will show error. GHR is custom dimension and
tagged as account.

While verifying it shows below errors.

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Error says that there are two dimension tagged as account.

Skip Properties

Skip none: - Does not skip data when calculating the parent value.
Skip Missing: - skips #missing data when calculating the parent value.
Skip Zeros: - skip data that equals zero when calculating the parent value.
Skip Missing and zeros: - Skips both #missing data and data that equals zero when
calculating the parent value.

Variance Reporting
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Variance reporting properties determine how Essbase calculates the difference between actual
and budget data in a member with the @VAR or @VARPER function in its member formula.
Any member that represents an expense to the company requires an expense property.
There are two type of variance reporting.
 Expense Reporting
 Non Expense Reporting

Expense Reporting  When actual expenses are greater than budget expenses, the variance is
negative. Below example for marketing formula is “Marketing = Budget – Actual”. When there
is budget of 500INR and actual expense is 600INR. It means expense 100INR more than budget
the variance is -100INR.

Non Expense Reporting  When actual sales are less than budget, the variance is negative.
There are two types of expense reports. Company diced target or budget for a particular
product sales but an actual sale is less than budget, it means variance is negative.

Time Balance Properties

When an accounts dimension member uses the time balance property, it affects how
Essbase calculates the parent of that member in the time dimension.

Parent in the time dimension is calculated based on the consolidation and formulas of its
children.

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For example, in the Sample Basic database, the Qtr1 member is the sum of its children (Jan, Feb,
and Mar). However, setting a time balance property causes parents, for example Qtr1, to roll up
differently.
Sometimes it should not be like this so we are telling the Essbase to calculate the parent
member of time tagged dimension in a different manner using TB properties. So we are
lagging the TB properties to the account tagged dimension.

TB Properties are
1. None
2. TB First
3. TB Average
4. TB Last

How to do in Essbase?

For example time balance properties set for Asset, Liabilities, Opening Inventory and
Ending Inventory.

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Result of Time balance properties.

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Two-Pass calculation

Two-pass this default label indicates that some member formulas need to be calculated
twice to produce the desired value.

The two-pass property works only on members of the dimension tagged as accounts and
on members of the dimension tagged as accounts and on members tagged as dynamic Calc
and Dynamic calc and store.

Order of Computation
1. Accounts
2. Time
3. Dense
4. Sparse
5. Two-Pass

Two Methods to build Dimensions...

1. Manually
2. Dynamically (Using Rules file)
a. Generation Reference Method
b. Level a reference Method
c. Parent-Child Method
d. Add as child of the specified parent
e. Add as sibling at the lowest level
f. Add as sibling to a member with a match in string
3. Using Essbase Integration Services

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Essbase database contains dimensions, members, and data values.

Loading data is the process of adding data values to an Essbase database from a data source
such as a spreadsheet or SQL database. Building dimensions i the process of loading
dimensions and members to an Essbase database outline by using a data source and a rules
files.

Data Source-

Data sources contain the information that you want to load the Essbase database. A data
sore can contain:

Data values

Information about members, such as member names, member aliases, formulas and
consolidation properties

a. Generation and level names

b. Currency name and category
c. Data storage properties
d. Attributes
e. UDAs

SUPPORTED DATA SOURCES

1. Text files (flat files) from text bakupsor external sources
2. SQL data sources (RDBMS)
3. Microsoft export files (export files do not need a rules file to load)
4. Microsoft Excel files with the .XLS extension, Version 4.0 and higher 65536 Rows
5. Microsoft Excel files, Version 5.0 and higher (baded only as client artifacts or files
in the file system)
RULES FILES

Rules define operations that Essbase performs on data values or on dimensions and
members when it processes a data source. Use rules to map data values to an Essbase
database or to map dimensions and members to an Essbase outline.

WHY DO YOU NEED A RULE FILES

You need a rule file if data source does not map perfectly to the database or if you ar
performing an of the following tasks:
1. Loading data from a SQL data source

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2. Building dimensions (Add new/Change existing)
3. Changing the data in any way, including the:
-Ignoring fields or strings in data source
-Setting header records for missing values
-Rejecting an invalid record and continuing the data load

Selection a certain set of records

When you do not need a Rule File
1) When data source is in the same format the Essbase needs (The data is already
cleansed/formatted at ETL layer)

Scenario #1: Sales data for Qtr4 Last yearfor all zones (Source file) . Essbase cube needs to
load data only for Dec for Zone1/Zone2.

Scenario #2: Essbase cube needs to load data only for Dec for Zone1/Zone2. The ETL daa
sorce provided data forDec Zone1,2.

DIMENSION BUILDING METHOD

Generation Reference: For Top-Down Data.

Each record specifies the parent's name, child's name, the children of that child, and
so forth.

Level Reference Method: For Bottom-Up Data.

Each record specifies the name of the member, the name of its parent, the name of
its parent's parent, and so forth.

Parent-Child Method: Parent followed by its child.

Each record specifies the name of the parent and the name of the new child member,
in that order,although they can specify other information as well.

[STEPS FOR DIMENSIONAL BUILDING]

1. Create a rules file.
2. Open the data source file.

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3. Set the file delimiters for the data source.
4. Define the fields.
5. Set the build method.
6. Validate the Rules file.
7. Save the Rules file and close the Rules file.

Smart View

INTRODUCTION

Oracle Hyperion Smart View in an interface between Microsoft Office Enterprise

Performance Management (EPM) suites of products along with Business Intelligence (BI)
data sources. Smart View allows viewing, importing, manipulating, distributing and sharing
data in Microsoft Excel, Word, Outlook and PowerPoint interfaces.

Ad Hoc Analysis

Ad hoc analysis is for users interface. Business user use Excel to interactively investigate
the data contained in the sources and can do “slice and dice” of data. Typically, users
retrieve the data from Oracle EPM sources such as Essbase, Planning, Profitability or
Financial Management using mouse clicks or drag and drop. Oracle Business Intelligence
Enterprise Edition is also supported as a data source for Smart View.

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In the above example the user retrieves data in a grid to display Profit numbers for the
whole Year and the entire Market. The Members colored in blue (and bolded) indicate that
they have children and can be drilled into. The user is interested in seeing the data for all
the markets. The member market is highlighted. The option “All Level” is chosen from the
“Zoom In” dropdown on the Ribbon. The resulting grid shows the data for all the markets.
Free Form Analysis is a variant of ad hoc analysis where users can type in member names
from a dimension on a spreadsheet and refresh the data.

In the example above the user changed the member Quarter I (qtr1) to Jan (by typing in
directly to the cell) and refreshed the grid. Now that part of the grid is at the lowest level,
cells that allow data entry are shown in yellow. Moving members from rows to columns
(and vice versa) is an operation that can be executed by end users. In the example below
the member market has been moved to Columns from Rows by clicking the Pivot option in
the Ribbon.

EPM Application Interaction

EPM application users who execute predefined input or reporting forms find Smart View a
convenient way of completing tasks within Office. Such users are planners, consolidators
and the like who want to work in Excel for consistent experience compared to the web
application or to tie other spreadsheet-based models into their process. For example, a
company might use Smart View for planning to incorporate data that is still housed in
spreadsheet and workbook-based models. The next three screens show the interaction of a
Planner with Oracle Hyperion Planning.

The user opens up a task list called Human Resources. This consists of three tasks, one of
which is completed. The task “Add New Hire Expenses” is being worked upon. After
adding the planned expenses on account of New Hires for the month of January, the user
submits the data back to Planning and renames the Worksheet to New Hire Expenses.
Write back to Planning is allowed based on user privileges.

The next example illustrates a typical interaction of a HFM user working with Smart View.

In the example above a HFM user opens a form. The user then updates the forecast
numbers for the Cash and Sales for the month of August. The changes are then submitted
back to the HFM. Pre-created Content Access Another area of use is for importing pre-
created content, charts or grids, for example, from Reporting & Analysis products to
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PowerPoint, Word or Excel. The imported content can be refreshed from the Office
environment. A chart from a Financial Report imported into PowerPoint using Smart View.

Reporting

Reporting is another dimension of Smart View usage which leverages the capabilities of
EPM and BI data retrievals. Once the data is available within Office, you can create reports
as needed based on a combination of data sources. For example, Planning and Financial
Management data could be used to compare actual to budget. The ability to compare
multiple scenarios, for different periods, etc., enables more complex reports. The power of
Office can be used to create Reports in the Office environment, which can be refreshed as
needed. What follows are the major categories under which we can break down reporting
options for a Smart View user.

Function Based Reporting

This type of reporting is commonly used by EPM application users to access individual data
points from one or more data sources. For example a Sales Report could have actual in the
first column and forecast in the second column. The actual values could be from Oracle
Hyperion Financial Management where as the forecast numbers could be from Oracle
Hyperion Planning.

Combined Data Display

Smart View provides users the ability to display multi-data source on a single grid. For
example, take the following grid:

The top portion of this grid (Unit Sales Information) is HFM data; the bottom portion
consists of a grid consisting of Essbase data and a chart based on the same data.

Shown below is another example of combining data from multiple EPM sources.

Reporting in Word and PowerPoint

Smart View allows users to access data outside of Excel. This allows users to create memos
with a place holder for say the forecast numbers for the current quarter. The user can
refresh that get the actual value on any given day. So if the numbers have been adjusted
mid quarter the new value is displayed.
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Smart View users can create PowerPoint slides containing data from EPM and BI sources.
Users can either use pre-created content as mentioned in the previous section or add data
points allowing them to directly access the data source. Report controls such as sliders can
be added to make the presentation more dynamic.

For both MS Word and PowerPoint the numbers are linked to the data sources and can
therefore be analyzed using Excel. A single click action launches Excel with the number
with it’s context enabling users to further analyze the data.

Outlook Integration

Smart View also provides Integration points with Outlook. Planners can now import task
lists to Outlook. They can then perform actions as included in a given task like opening a
form. Task list integration is also supported for Oracle Hyperion Financial Management.

In the example below a HFM user is about to execute a task “Load Data” which is part of
the task list named “HFM Task”. The next screen shows the other tasks associated with the
task list as the users is about to executed the selected task.

CONCLUSION

Historically speaking, many Excel-based add-ins, were available to access EPM Suite of
products. Smart View provides a convergence of these technologies into a single client with
which Office users can leverage EPM data. Smart View allows for application access (HFM,
Planning for example), ad hoc analysis queries (Oracle® Business Intelligence Enterprise
Edition, Essbase, Planning, etc.) and existing Reporting & Analysis content import. Smart
View is not just an Excel add-in; instead it is an Office add-in with functionality in:
Essbase Studio

Hyperion 11 comes up with new feature Essbase Studio. Essbase Studio is integration of
Essbase admin and Integration services. It was not in system 9. Essbase studio is complete
tool that can perform the fallowing task.
1) Fetch the metadata RDBMS
2) Build data model
3) Specify all the Essbase properties before building the cube
4) Capture the query
5) Complete data source to target adding
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6) Load Metadata
7) Load Data
Start server

You have to start server fist.

Start Essbase studio console. Console is for user interface. You can build Essbase cube
through Essbase studio.

Connect with server and login with Essbase credential.

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This is Essbase studio is for construction of Essbase cube. Cube life cycle is data modeling,
cube designing, and analytic application construction and finally deploy cube. You can
perform consolidation operation of cube. Essbase Studio provides a consistent platform for
building outlines and loading data in to Essbase cube.
Essbase can do modeling for different data source type. Essbase studio for creating
metadata repository, reuse of metadata at the lowest level of granularity.

Essbase Studio supports several drill-through reports. Drill-through functionality is

supported from data cells and member cells and is dynamically linked to cubes with
matching metadata context.

1) Connection to RDBMS

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Fill all information in connection wizard. Select data source type remember insert correct
server name, SID, username and password. There will be some sample database provide by
oracle 10g.

“SH” is a demo database provided by oracle.

2) Creating Metadata Information

Add require tables for making data source.

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Select and add required tables.

Click Next

Create schema diagram. There are two options skip schema for creating default schema
and other option is creating schema diagram.

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Creating schema diagram helps to understand How to create schema? What are the tables
going to use in schema. Select required tables as for business query. Click next

Select metadata elements from the available source object.

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Data source created successfully. Now create logical modeling.

3) Create Scheme More

By default if selected tables have primary and foreign keys the model will create automa

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Double click on any dimension properties windows will open.

Double click on relationship

4) Next step create hierarchy

Time hierarchy

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Country hierarchy

Product Hierarchy

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Product CategoryProduct Subcategory  Product Name  Product Description

Channel Hierarchy

Channel Class Channel Description  Channel Total

Next Step

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Measure hierarchy

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Creating Cube

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Now specify that is it BSO or ASO cube.

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Leverage the power of Administration Services to create complex calculations

Build sophisticated business rules including those which

Allocate costs among entities
Model Revenue
Model Expenses
Employee Planning
Depreciation Planning
Selling Costs
Manufacturing costs

Choose graphical components to build rules

Store rules in a central repository where you can organize them into project

1) Business Rules can perform multi step calculations as compare to dimension hierarchies
or with member formulas.

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2) Business rules are integrated with planning and leverage the power of Essbase
calculation scripts to let you create complex.

3) The graphical depiction of components, formulas and processes makes it easy to

construct business rules for your planning application.

4) Launching business rules can be done by business users from several different places,
including from within analytic administration services, the business rules web launcher,
the business rules command line launcher and planning.

5) Business rules with runtime prompts ensure valid inputs from budget preparers.

6) Business rules are stored in a central location, making them easier to maintain locating
and updating business rules easier.

Select database outline

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Right click inside the rule file editor panel, popup menu comes with actions and formulas.
What action you want to take with the database?

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There is graphical representation of the task, which you want to perform.

When rule file creates first validate then launch the rule file.

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Administrator -->
1. A user or group who has the role of Administrator can do any of the following tasks;
2. Create, launch, edit, validate and manage business rules, sequences, macros,
variables and project.
3. Assign access privileges to business rules, sequences, macros, variables, and
projects.
4. Provision users, groups and roles.
5. Set up the repository and log file.
Interactive User -->
1. A user or group who has the role of interactive user can do any of the following
tasks.
2. Create, launch, edit validate, and manage business rules, sequences, macros,
variables, and projects.
3. Assign access privileges ( With the exception of the ability to launch business rules,
which can only be assigned by an administrator) to business rules, sequences,
macros, variables and projects.
Basic User -->
1. A user or group who has the role of basic user can do any of the following tasks.
2. Launch business rules and sequences to which the user has access
3. View business rules and sequences to which the user has access
4. View all variables and macros.

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Source generated in the back ground. Don’t update this source directly because you may be
loss graphical interface.

Set location of rule file.

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Calculation Script

1. Unary Operator
2. Member Formulas
3. Calculation Script

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What is web analyzer?
It is reporting tool. It’s a canned reporting tool. Hyperion analyzer provides a set of advance
analysis tools and enables you to leverage. Hyperion
Multi-Dimensional Analysis is an Informational Analysis on data which takes into account
many different relationships, each of which represents a dimension.

For example, a retail analyst may want to understand the relationships among sales by
region, by quarter, by demographic distribution (income, education level, gender), by
product. Multi-dimensional analysis will yield results for these complex relationships

Multi-Dimensional Analysis is generally used in statistics, econometrics and other related

fields and the results of this kind of analysis used in the different fields can be further
applied to different fields like business enterprise. Multi-dimensional analysis actually is a
process which groups data into two basic categories which are the data dimension category
and the measurement category. To illustrate this, let us take the case of a football game.

A data set which consists of the number of wins for one football team every year for many
years could be categorized into a single dimensional or longitudinal data set. Another data
set which consists of the number of wins many different football teams within a year can be
under a single dimensional or cross sectional data set. A single data set that consists of the
number of wins for various football teams across many years could be contained in a two-
dimensional data set.

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Two dimensional data sets are also called panel data in other disciplines. Logically, any two
or higher dimensional data sets could actually be considered as multidimensional data but
the term multidimensional data tends to be applied on data sets only with three or more
dimensions.

For instance, there are data sets used for forecasting which provide forecasts for various
target periods and these are carried out by multiple forecasters made at multiple horizons.
All three dimensions can provide for better information which can be gleaned from two
dimensional panel data sets.

In a multidimensional the term dimension refers to a structural attribute of a data cube.

The dimension is composed or related and hierarchical members. For instance, the "Time"
dimension may have the members like years, quarters, months, weeks, day, hour and so on.
In the same manner, the "Geography" dimension may have members like regions,
countries, cities and so on.

A dimension member is an element of any given dimension just like in the example above
where year like years, quarters, months and weeks are members of the "Time" dimension.

There is also a dimension hierarchy is a way to organize dimension members into parent
and child relationships. In the "Time" dimension example, the month is the child belonging
to the quarter which in turn is the child to a year.

A dimension title refers to the name used to make the dimension known. In the above
examples, the "Time" and "Geography are dimension titles.

The dimension title member is the name of the member as in the case of month or city. The
dimension value member is an instance of a dimension member. For example, 2007 is the
value of the dimension value which is Year.

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A data point refers to the intersection of multiple dimensions while a data value resides at
the data point.

Multidimensional analysis is very important in a business enterprise because they are the
basis for some of the decisions of the business organization which will give them better
edge over the competitor. Today's business environment is constantly evolving and
business trends change very fast so it is always a good idea to analyze enterprise related
things

Many software tools have been developed to make multidimensional analysis processes a
lot easier and faster. A multidimensional analysis is often part of the larger business
intelligence system that works collaboratively with the data warehouse system.

Essbase is a database like SQL server, DB2 and oracle but it is a special category database.

In statistics, econometrics, and related fields, multidimensional analysis is a data

analysis process that groups data into two or more categories: data dimensions and
measurements. For example, a data set consisting of the number of wins for a single
football team at each of several years is a single-dimensional (in this case, longitudinal)
data set. A data set consisting of the number of wins for several football teams in a single
year is also a single-dimensional (in this case, cross-sectional) data set. A data set
consisting of the number of wins for several football teams over several years is a two-
dimensional data set.

In many disciplines, two-dimensional data sets are also called panel data. While, strictly
speaking, two- and higher- dimensional data sets are "multi-dimensional," the term
"multidimensional" tends to be applied only to data sets with three or more dimensions.
For example, some forecast data sets provide forecasts for multiple target periods,
conducted by multiple forecasters, and made at multiple horizons. The three dimensions
provide more information than can be gleaned from two dimensional panel data sets.

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Drill-through support for Hyperion Essbase (using EIS)
OLAP data sources offer business analysts and line of business users deep insights into
trends in data, but do not give these users ready access to the raw data unless some
mechanism is provided to drill-through into the underlying data sources. Drill-through
support, if available in an OLAP data source, allows users to reach deeper into the raw data
contained in the underlying fact table records for selected cells in the OLAP database.

Hyperion Essbase Integration Services allows Essbase administrators to map

multidimensional data to more detailed relational data. Out-of-the box, Integration Services
can be used with Microsoft Excel to view any predefined drill-through reports available on
the EIS server. The reports generated using Excel are basic reports, offering:

1. rows and columns only

2. no data formatting
3. no control over user interactions
4. users cannot view multiple reports or sheets simultaneously

Using Alphablox drill-through support for EIS, users can drill from summarized and
calculated data stored in Hyperion Essbase into detailed data stored in a relational
warehouse (using a star schema). Alphablox drill-through support for Integration Services
leverages predefined Integration Services drill-through relational reports is easy to enable
and configure, offers powerful functionality and flexible customization.

With minimal effort, you can begin using the native Hyperion Essbase Integration Services
drill-through support by setting the GridBlox drillThroughEnabled property to true
(default is false). Once enabled, a Drill Through menu option is added to the contextual
(right-click) menu, available when right-clicking on a data cell in a grid. Alphablox
automatically generates a dialog window offering a list of the available Integration Services
drill-through reports (predefined by the EIS administrator). After a user selects a report, a
built-in default JSP page returns the report data displayed in a basic interactive Alphablox
Relational Reporting view within a separate browser window.

Controlling EIS drill-through window styles

While the default drill-through window may be adequate for your purposes, IBM®
Alphablox also allows you to customize the display window by use of the nested GridBlox
<blox:drillThroughWindow> tag. When this tag is nested in a GridBlox that has drill-
through support enabled, it overrides the default out-of-the-box behavior and allows
custom browser window properties to be defined.

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The tag attributes on the <blox:drillThroughWindow> are modeled after the most
commonly used window definition properties defined in the features argument of the
JavaScript™ window.open(url,windowName,features) method that is used to open browser
windows. The supported properties include the following:

Tag Attribute
Description
url
Defines the location of the JSP file for the drill-through window
name
Name of the drill-through window
height
Height of the window
width
Width of the window
resizable
Boolean property determining if the drill-through window can be resized by users. True by
default.
statusbarVisible
Boolean property determining if the drill-through browser window’s status bar should be
visible. True by default.
scrollbarVisible
Boolean property determining if the drill-through browser window’s scroll bars should be
available. True by default.
locationbarVisible
Boolean property determining if the drill-through browser window’s location bar (address
bar) should be displayed. True by default.
toolbarVisible
Boolean property determining if the drill-through browser window’s toolbar should be
displayed. True by default.
menubarVisible
Boolean property determining if the drill-through browser window’s menu bar should be
displayed. True by default.
For details about the <blox:drillThroughWindow> tag and its attributes, see the GridBlox
Reference section of the Alphablox JSP Tag Li

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Custom EIS drill-through support using Alphablox Relational
Reporting
Alphablox Relational Reporting Blox, discussed fully in Developing Reporting Applications
with ReportBlox, can be used to generate custom drill-through support with many desirable
features not possible in the native EIS drill-through support using Microsoft® Excel. The
flexibility of Alphablox allows you to customize how your drill-through behaves. Using the
Alphablox EIS drill-through support, developers can:

1. provide security at the user or role level by permanently hiding columns in the
resultset
2. control the order of the result set columns
3. add calculated columns to the result set
4. create break groups and totals
5. rename columns
6. format data
7. open multiple reports simultaneously

Multi Server Environment

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Essbase allows you to connect tow Essbase server to each other.

There are two servers in my network one is Essbase server 11.1.1.3 and other Essbase
server 9.3.1.3. If you want to connect one server to other.

Connect remote server “vadminis-064ad2” to existing server “orgbisp”.

You can see connections done successfully both servers are not identical.

Similarly you can connect both sever as cross connection.

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Connect to Essbase server 11.1.1.3 “orgbisp” to Essbase server “vadminis-064ad2”.

Note :- Essbase Server should be on sheared mode.

You can access both server to each other.

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