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Hyperion Essabse Intro

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Life Cycle Of Essbase
1.Creating the Database
2.Dimensional Building
3.Data Loading
4.Performing the Calculations
5.Generating the Reports rt

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Outline

An Outline is the tree structure for a


dimension hierarchies.

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Introduction To outline


Database outlines define the structure of a
multidimensional database, including all the
dimensions, members, aliases, properties, types,
consolidations, and mathematical relationships.

The structure defined in the outline determines
how data is stored in the database.

When a database is created, Analytic Services
creates an outline for that database automatically.

The outline has the same name as the database
(dbname.otl). 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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Dimension and Member

Members

Dimension

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Generation:- Generation refers to a consolidation level within a
dimension. A root branch of the tree is generation 1.
Generation numbers increase as you count from the root toward
the leaf member.

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

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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.
Child:- A child is a member that has a parent above it. For example ,
Sales and Cost of Goods Sold are children of the parent Margin.
Siblings:-Siblings are child members of the same immediate parent,
at the same generation. For example, Sales and Cost of Goods
Sold are siblings (they both have the parent Margin). But
Marketing (at the same branch level) is not a sibling because its
parent is Total Expenses. Root
Parent
Children

Leaf

Siblings
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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:-Ancestors are members in branches 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.

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Types of Dimensions
Analytic Services has two types of dimensions.
1.standard dimensions
2. attribute dimensions.
Most data sets of multidimensional databases have two characteristics:
Dense
Sparse
● Data is not smoothly and uniformly distributed.
● Data does not exist for the majority of member combinations. For
example, all products may not be sold in all areas of the country.
Analytic Services maximizes performance by dividing the standard
dimensions of an application into two types: dense dimensions and
sparse dimensions.

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Dense/Sparse Dimension

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Dense and Sparse Dimensions

Database: Basic
Year Index: Blocks
Measure 100-10, New York

a r
Ye
Scenario 100-20, New York

Scenario
Product 100-30, New York
Market
200-10, New York
200-20, New York Measures
200-30, New York

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Block Numbering

Index:
100-10, New York 11

100-20, New York 2

100-30, New York


33
100, New York 3
4
200-20, New York
5
200-30, New York 6
200-40, New York
7
200, New York
8

100-10, Massachusetts
100-20, Massachusetts 20

21
100-30, Massachusetts
22

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Member Properties

Member Properties You can specify a broad variety of settings for each
member that define the member’s storage characteristics and other rollup
and reporting behaviors.

You can define the following important properties for members:

* Aliases
* Consolidation operators
* Data storage
* User-defined attributes (UDAs)
* Attribute dimensions

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Member Properties

Aliases :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 center names) and for providing alternative naming
conventions where organization sectors use different terminology or a foreign
language. Like the member names, aliases can be used for:

•Calculation script formula references


•Spreadsheet reporting
•Data loading references in data source files
•Report script references

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Member Properties
Consolidation Operators
How a member rolls up in a hierarchy depends on the mathematical operation,
called the consolidation operator, that is assigned to the member. Consolidation
operators are also called unary operators in Essbase practice and documentation.

Consolidation operators are set for members in the Member Properties dialog box.
Consolidators include:
Add(+), subtract(-), multiply,(*) and divide(/)
% (computes a percentage)
~ (tilde; causes the member to be ignored during consolidation)

Year->Qtr1->Mon->Day
Margin=Sales-COGS
Margin
Sales(+)
COGS(-)
Qtr1
Jan(+)
Feb(+)
Mar(+) Qtr1=Jan+Feb+Mar

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Member Storage Properties
You can specify data storage properties for members;data storage
properties define where and when consolidations are stored.
In Essbase we are having 6 Storage properties.
1. Store
2. Dynamic Calc
3. Dynamic Calc and Store
4. Shared member
5. Never share
6. Label only

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List of Storage properties

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Store:-Store the data value with the member. This is the Default setting.
Dynamic Calc:- Not calculate the data value until a user requests it, and
then discard the data value.
Dynamic Calc and Store:- Not calculate the data value until a user
requests it, and then store the data value.
Shared member:- The data associated with the member comes from another
member with the same name.
Never share:- The data associated with the member is duplicated with the
parent and its child if an implied shared relationship exists.
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.

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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.

Note: Attribute dimension the member of attribute Dim and Standard dim should be
at same level***.
There is no such constraints.

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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 a report, they behave like standard dimensions.
Attribute dimensions add no overhead in terms of database size. They are
dynamic dimensions with no storage requirements.
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 combination.
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.
A given member within a dimension may be assigned one or more attributes
or no attributes at all.

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Alias

Consolidation

Label Only

Attribute

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Dimension Types
A dimension type is a property that Analytic Services provides that
adds special functionality to a dimension.
Those are:-
1.Time (Time tagged as Time, FY08, BUGFY08)
2.Accounts
3.Currency
4.Country
5.Attribute
6.None (Custom Define)

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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.
Here u will get TB properties ,variance reporting ,Two pass
calculation .
None:-Specifies no particular dimension type.

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Currency:-Separates local currency (RS) members from the base
currency($) defined in the application. This dimension type is used
only in the main database and is only for currency conversion
applications. The base currency for analysis may be US dollars, and
the local currency members may contain values that are based on the
currency type of their region.

Country:-Contains data about where business activities take place.


In a country dimension, you can specify the type of currency used in
each member.

Local Currency: INDIA Rs


Base Currency Pepsi US Based Currency USD

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Attributes
•Attribute:-Attribute dimensions are a special type of dimension
and are associated with standard sparse dimensions. 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 std dimensions.

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Attributes
Attribute:-Contains members that can be used to classify members of another, associated dimension.
These define the characteristics of the std 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 specific Sparse dimension.
3.Add the attribute Members to individual members of std Sparse dimension.
4. Associate Attribute dimension members with base dimension members

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Assigning Dimension Types

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Time Dimension:

• There can only be at most 1 Time


Dimension in a Cube.
• Features are “Dynamic Time Series”
like:
Q-T-D, Y-T-D etc.
• For present month FEB, Q-T-D will
give us JAN+FEB.
• The Names Q-T-D (Quarter To Date)
etc has no significance. Whatever
functionality, we attach to it, it will
function accordingly.

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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 eight predefined 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)
● 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)
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DTS Calculation:

QTD = G3

•Calculate From present month.


•Calculate in upwards direction.
•Add only L0.
•Calculate till you reach G3.

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Accounts Dimension:

• There can only be at most 1 Account Dimension in a Cube.


• Features are:
1. Expense Reporting.
2. Time Balance.
3. Skipping.
• Skipping works only if Time Balance is active.
• Time Balance Works only if there is one Time Dimension defined.

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Expense Reporting Time Balance Skipping

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Time Balance Properties
By default, a parent in the time dimension is calculated based on the
consolidation and formulas of its children.
Some times 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 tagging the TB Properties to the Account tagged dimension.
TB Properties are:-
1.None
2.TB First
3.TB Average
4.TB Last

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TB None:-No special property is assigned.
TB First:-
Set the TB First when you want the parent value to represent the
value of the first member in the branch.
TB Last:-
Set the TB Last when you want the parent value to represent the
value of the last member in the branch.
TB Average:-
Set the time balance as average when you want the parent value to
represent the average value of its children.

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Time Balance

Jan Feb Mar QTR1


Sales 10 10 10 30
Opening 35 10 10 35 TB First
Inventory

Jan Feb Mar QTR1


Sales 10 10 10 30
Ending 10 10 15 15
TB Last
Inventory

TB Last / TB
First / TB Avg /
TB None

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Variance Reporting
Variance reporting properties determine how Analytic Services calculates
the difference between actual and budget data in a member with the
@VAR or @VARPER function in its member formula.
For Non-Expense members:-
Variance=Actual-Budget;
For Expense members:-
Variance=Budget-Actual;
Essbase does n’t know which member is expense/Non-expense.
So,we are having the Expense and Non-expense properties. And we
need to tag those properties.

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Expense Reporting

Actual Budget VAR

Sales 100 90 10

Payroll 100 90 10

Actual Budget VAR

Sales 100 90 10

Payroll 100 90 -10

Expense Reporting -$

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Non-Expense Reporting
Actual Budget VAR
Sales 100 90 10

Payroll 100 90 10

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Variance Reporting Properties

Variance reporting properties determine how Analytic Services 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.
When you are budgeting expenses for a time period, the actual expenses should be lower than
the budget
When actual expenses are greater than budget, the variance is negative

The @VAR function calculates Budget – Actual. For example, if budgeted


expenses were $100, and you actually spent $110, the variance is -10.
When you are budgeting non-expense items, such as sales, the actual sales
should be higher than the budget.
When actual sales are less than budget, the variance is negative
The @VAR function calculates Actual – Budget
For example, if budgeted sales were $100, and you actually made $110 in sales,
the variance is 10.
By default, members are non-expense.

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Skip Properties
If you set the time balance as first, last, or average, set the skip
property to tell Analytic Services what to do when it encounters
missing values or values of 0.
Skip None:-Does not skip data when calculating the parent
value.
Skip Missing:-Skips #MISSING data when calculating the
parent value.
Skip Zeros:-Skips 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.

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Skipping

Jan Feb Mar QTR1

Sales 10 10 10 30
Inventory 10 10 #Missing #Missing(TB
Last)

Jan Feb Mar QTR1


Sales 10 10 10 30
Inventory 10 10 #Missing 10(TB First)

Skip Missing or 0 /
Skip Missing / Skip 0 /
Skip None

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Currency Conversion Properties

Currency conversion properties define categories of currency exchange rates


These properties are used only in currency databases on members of accounts
dimensions

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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 tagged as Dynamic Calc
and Dynamic Calc and Store.

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2 Pass Calculation:
Jan Feb Mar Qtr1
Sales 1000 1000 1000 3000
Profit 100 100 100 300
Profit% 10 10 10 30

Mark Profit% as 2Pass. After the full calculation is over, it


comes back and again makes it 10.
Jan Feb Mar Qtr1
Sales 1000 1000 1000 3000
Profit 100 100 100 300
Profit% 10 10 10 10

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Order of Computation:
Within Accounts:
1. Accounts
2. Time
3. Dense
4. Sparse
9
5
5. Two – Pass 3
1
2
4
8
6
7

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LRO(Linked Reporting Object)
An LRO is an artifact associated with a specific data cell
in an Analytic Services database.

LROs provide additional information on a cell.

Users create linked objects through Spreadsheet Add-in by


selecting a data cell and choosing a menu item.

There is no limit to the number of objects you can link


to a cell.

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Types Of LRO’S

1.Cell note:- A text annotation

2.File:- An external file, such as a Microsoft Word document,


an Excel spreadsheet, a scanned image, an audio clip, or
an HTML file (for example, mypage.htm).

3.URL:- An acronym for Uniform Resource Locator. A


string that identifies the location of a resource on the
World Wide Web, such as a document, image, downloadable
file, service, electronic mailbox, or other resource.

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Dimensional Building
Two Methods to build Dimensions
1.Manually
2.Dynamically(Using Rules file)
a. Generation Reference Method
b. Level 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 matching string

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Generation Reference:-For Top-down data.
Each record specifies the parent’s name, the 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.

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Loading Outlines
Half Quarter Month
H1 Qtr1 Jan
H1 Qtr1 Feb
H1 Qtr1 Mar
H1 Qtr2 Apr
H1 Qtr2 May
H1 Qtr2 Jun
H2 Qtr3 Jul
H2 Qtr3 Aug
H2 Qtr3 Sep
H2 Qtr4 Oct
H2 Qtr4 Nov
H2 Qtr4 Dec

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Time.txt
H1,Qtr1,Jan
H1,Qtr1,Feb
H1,Qtr1,Mar
H1,Qtr2,Apr
H1,Qtr2,May
H1,Qtr2,Jun
H2,Qtr3,Jul
H2,Qtr3,Aug

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Steps for Dimensional Building
1.Create a rules file.
2.Open the data source file
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
8.Load data

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Loading Outlines (contd.):
Loading Outlines (contd.):
Loading Outlines (contd.):
Allow Property Change:
Loading Outlines (contd.):
Loading Outlines (contd.):
Defining the Dimension from
the DLR:
Loading Outlines (other
options in Excel):
Profit + Income + Sales +
Profit + Income + COGS +
Profit + Expenditure - Marketing +
Profit + Expenditure - Payroll +
Profit + Expenditure - Misc +
Profit + Tax -
Assets ~X Inventory ~ Opening Inventory
Assets ~X Inventory ~ Colsing Inventory ~
Ratios ~X Margin % ~
Ratios ~X Closing % ~
Parent/Child Reference:
Measures Profit +
Profit Income +
Income Sales +
Income COGS -
Profit Expenditure -
Expenditure Marketing +
Expenditure Payroll +
Expenditure Misc +
Profit Tax -
Measures Assets ~X
Assets Inventory ~
Inventory Opening Inventory +
Inventory Colsing Inventory ~
Measures Ratios ~X
Ratios Margin % ~
Ratios Closing % ~
Parent/Child Reference
(contd.):
Life Cycle Of Essbase

1.Creating the Database


2.Dimensional Building
3.Data Loading
4.Performing the Calculations
5.Generating the Reports
Data Loading
Types of data loading are 3.

1) Manual Data Loading


2) Data loading using Esscmd( Automate the process of data
loading)
1. Free form data loading
2.Using Rules file
3.Excel lock &send

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Free form data Loading:-
If the source file format is 100% matching with the outline
format ,then only we will go for Free form data
loading(No use of Rules file).

Excel lock &send:-


Through Excel we will enter the data and submit the data.

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Using Rules file:-
1.Create a rules file.
2.Open the data source file
3.Set the file delimiters for the data source
4.Define the fields
5.Check the data field for the last field (if it is having single data
field)
6.Validate the Rules file
7.Save the Rules file and close the Rules file
8.Load data 1) Dataload using Lock and Send 2)Dataload using Esscmd
command (Automate data loading process)

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Loading Data (contd.):
Loading Data (contd.):
Loading Data (other file
formats):
Order of Computation:
Within Accounts:
1. Accounts
2. Time
3. Dense
4. Sparse
9
5
5. Two – Pass 3
1
2
4
8
6
7

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Member Formula Vs Calc
Script:

Member Formula CALC Script

Mention only RHS Mention LHS and RHS

For a Member For the Whole Database

Stored in the Outline Stored Externally

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Intelligent Calculation:

•After any change in data, all the relevant blocks are marked
Dirty.

•On running the Default Calc, with Intelligent Calc ON, it


optimizes calculation by only calculating the Dirty blocks.

•It can be turned ON or OFF by the command:


SET UPDATECALC ON/OFF;

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Backups
There are two methods of backing up a database:

● File system backup


● Data export in a text format

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Backing up Files During Run-time

If any Essbase databases must be running at the time of


the backup, follow these steps:

1. Placing a Database in Read-Only Mode


2. Performing a File Backup
3. Returning Database to Read-Write Mode

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Placing a Database in Read-Only Mode:-
Placing the database in read-only (or “archive”) mode protects the database from
updates during the backup process. After you perform the backup using the third-
party backup utility of your choice, return the database to read-write mode.

To place a database in read-only mode, use a tool:

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Data export
The amount of data to export:
1.All data
2. Level 0 blocks only (blocks containing only level 0 sparse
member combinations. Note that these blocks may contain
data for upper level dense dimension members.)
3. Data from input blocks only (blocks containing data from
a previous data load or spreadsheet Lock & Send)

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We can export data in a columnar or non-columnar format.
In each row, the columnar format displays a member name
from every dimension. Names can be repeated from row to
row.
The columnar format provides a structure to the exported data,
so that it can be used for further data processing by
applications other than Analytic Services tools; for
example,relational databases.
In non-columnar format, sparse members identifying a data
block are included only once for the block. Because the
export file in non-columnar format is smaller than in
columnar format, reloading a file in non-columnar format
is faster.

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Automation(ESSCMD):-

For Scheduling the loading process. Following steps need to be followed.


1. Open notepad and write the following code as shown below, and save it as
.scr extension file. (Ex: Sample5.scr)

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2. Open notepad and write a batch file as shown below and save it as .bat extension
file. (Ex: Sample5.bat)

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3. Go to control panel and click on scheduled tasks and Add scheduled task as
shown below Click on next following window appears

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4. When u click next the following window appears then click browse

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5. select the .bat (Ex: Sample5.bat) as shown below and select when the task need
to be performed

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6. Select the time an the no of days in the following window

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7. Enter the Username and password and click next the following window appears

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8. After entering the system user name and password click next following window
appears then click finish.

Windows will perform the task for the scheduled day and time.
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Report Scripts

•Select the application and the database, and click the


Report Scripts
• Click the New button to open the Report Editor

// This is a simple report script example


// Define the dimensions to list on the current page, as below
<PAGE (Market, Measures)
// Define the dimensions to list across the page, as below
<COLUMN (Year, Scenario)
// Define the dimensions to list down the page, as below
<ROW (Product) // Select the members to include in the report Sales
<ICHILDREN Market Qtr1 Qtr2 Actual Budget Variance
<ICHILDREN Product

// Finish with a bang


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• Choose File > Save, and type Myrept1 for the report
script object name, and save it on the server (the
default).

• Choose Report > Run.

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Essbase Partitioning

Partition is the piece of a database that is shared with another


database.
Partitions contain the following parts :
• Data source information
• Data target information
• Login and password
• Type of partition
• Shared areas
• Member mapping information
• State of the partition
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Types of Partitions
1.Replicated Partition
2.Transparent Partition
3.Linked partition

Replicated Partition:- A replicated partition is a copy of a


portion of the data source that is stored in the data
target.
Some users can then access the data in the data source
while others access it in the data target.

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Transparent Partition:-A transparent partition allows users to manipulate
data that is stored remotely as if it were part of the local database.

The remote data is retrieved from the data source each time that users at the
data target request it. Users do not need to know where the data is stored,
because they see it as part of their local database.

Because the data is retrieved directly from the data source, users see the latest
version of the data.

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When they update the data, their updates are written back to
the data source. This process means that other users at
both the data source and the data target have immediate
access to those updates.

Linked Partition:- A linked partition connects two different


databases with a data cell. When the end user clicks the
linked cell in the data target, you drill across to a second
database, the data source, and view the data there.

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Linked Partition

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