Hyperion Essbase

What we will cover
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Introduction To Essbase Hyperion Essbase Demonstration Designing & Explanation of Analytics Service Database Loading Data Understanding Analytics Services Structure Consolidating and Calculating Data Spreadsheet Addin

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Corporate Information Pyramid
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Mainframes and OLTP Data RDBMS SQL Reporting Applications Text Files Spreadsheet Applications Information

Exploration / SQL/ Relational/ Cleansing/

Data

Transaction

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Structures data around natural business concepts. The faces of the cube represents dimensions. East West January TV VCR TV VCR February Actual Budget Actual Budget Sales Margin 4 .Multidimensionality    Multidimensionality converts two dimensional row and column oriented data into a multidimensional cube. sophisticated business analysis. Provides foundation for efficient.

Cube is a metaphor for multidimensional data storage. Relational table Product Diet Cola Diet Cola Root Beer Root Beer … Time January February January February … … Sales 166 182 131 149 Diet Cola Root Beer … Data cube January 166 131 … February 182 149 … 5 . N-D cube can be visualized as series of (n-1)-D cubes.Data Cube    Analysts prefer to view multidimensional data in the form of a data cube rather than in relational tables.

CT. Mar (Time)  Diet Cola. NY (Markets) Measures  Sales ts Y ke N r a T C M C A  Diet Cola 166 131 123 267 182 149 150 196 143 120 115 231 Products Root Beer Cream Soda Fruit Soda  Jan Feb Mar Time 267 units of fruit soda sold in CA in Jan 6 . Feb. Fruit Soda (Products)  CA. Cream Soda. Root Beer.3-D Cube  Dimensions  Time  Products  Markets Members  Jan.

     7 .The OLAP Solution-Hyperion Essbase  Online Analytical processing System (OLAP) is a category of software that lets analysis . OLAP transforms raw data into transformation reflecting the real dimensionality of the enterprise as understood by the user. Provides a graphical user interface. Conforms to the client-server architecture.consistent. OLAP solution as Essbase XTD Analytics Services facilitates intensive analysis and let managers invent their analysis interactively. interactive access to a wide variety of possible data views. Provides multiple-user access to the analytic information.managers and executables gain insight into data thru fast .

Hyperion Essbase Demonstration 8 .

Hyperion Essbase Demonstration    Starting The Essbase Analytics Server Starting Administration Server Start Administration Server Console      Defining The database outline Defining the automatic rules for developing complex outlines Creating Calculation Script Creating Load Rules for loading data into database Providing log reports for trouble shooting. 9 .

Hyperion Essbase –Product Architecture Client Tier •Hyperion Analyzer •Hyperion Reports Middle Tier TCP/IP Database Tier Spreadsheet Add-in HTTP Spreadsheet Services TCP/IP HTTP Administration Services Administration Services Essbase Administration Console HTTP 10 .

thin-client architecture Components:  Essbase Server  Essbase Client – Essbase Spreadsheet Add-in – ESSCMD – MaxL data definition language (MaxL DDL) – Data manipulation language (MDX) – Optional.Essbase    Multi-threaded OLAP database software Based upon Web-deployable. Data Mining 11 .

Administration Services   Database and system administrators' interface to Essbase Components:  Administration Server  Administration Console 12 .

launch the Essbase Server Agent executable: To stop the Essbase Server. Essbase Server Agent Essbase Server Agent Console Essbase Server 13 . enter EXIT or QUIT in the Agent Console.Starting and Stopping the Essbase Server   To start the Essbase Server.

launch the following executable: %EASPATH%\eas\server\bin\stopadminsvr.Starting and Stopping the Administration Server  To start the Administration Server. launch the Administration Server Agent executable: To stop the Administration Server.exe  Administration Server Agent Administration Server Agent Console Administration Server 14 .

Log on to the console. 15 . Launch the console executable: %EASPATH%\eas\server\console\admincon.exe 2.Starting the Administration Console  To start the Administration Console: 1.

Enterprise View Enterprise View displays your Essbase environment in a hierarchy. Shortcut Menu Custom View 16 .

Life Cycle of Essbase Database Design Build MDB Report and Verify Load Data Calculate 17 .

Creating an Essbase Application 1 2 3 18 .

Essbase Databases   Data repository that contains multidimensional analytic data Database objects:  Database outline  Data sources  Rules files  Calculation scripts  Report scripts  Security definitions  Linked reporting objects  Partition definitions 19 .

Creating an Essbase Database 1 2 3 20 .

Designing An Analytics Services Database 21 .

Analytics Services Terminology   Outline : The presentation of the relationships among the members in the database. User Defined Attribute (UDA): Used to describe a member.      22 .weeks etc. Sibling: A child member at the same branch level as another child member with the same parent. Dimensions : A perspective on the data being Analyzed eg Time Units i.quarter. Shared Member : The data values associated with a shared member come from another member with the same name.months.e Year . The shared member stores a pointer to data contained in the other member and the data is only stored once. There are two types of dimensions as  Standard  Attribute Members : Discrete component making up dimensions Generation/ Levels : Describe position within the hierarchy of the dimension.

Sparse Dimension : A dimension with a low percentage of data position filled. Year & Scenario are considered Dense Dimensions.Standard Dimensions Essbase maximizes the performance by dividing the standard dimensions into two types :   Dense Dimension : A dimension with a high probability that one or more data points are occupied in every combination of dimension. 23 . Hence Accounts .

Essbase File Structure Essbase Server creates a directory for each application and database. %HYPERION_HOME% %ARBORPATH% Directory for all applications Outline Transaction control Free fragment file Database file Database backup Kernel Data source file Rules files Index file Data file Calculation script TBC application directory Sales database directory 24 .

Database Outline    Tree structure for dimension hierarchies Consolidations and mathematical relationships between members Outline Editor 25 .

Outline Terms: Generations Generation defines a member’s location within the outline hierarchy from the top of the dimension. Gen 1 Gen 2 Gen 2 Gen 2 Gen 2 Gen 3 Gen 3 Gen 3 Scenario Actual Budget Forecast Variances Act vs Bud Act vs Fcst Bud vs Fcst Dimension Leaves Branch Leaves 26 .

Outline Terms: Levels Level defines a member’s location within the outline hierarchy from the bottom of the dimension. Scenario Actual Budget Forecast Variances Act vs Bud Act vs Fcst Bud vs Fcst Level 0 Level 0 Level 0 Level 0 Level 0 Level 0 Level 1 Level 2 Level 1 27 .

Outline Terms: Genealogy Genealogy names relationships between members in the outline. Scenario Actual Budget Forecast Descendants of Scenario Variances Act vs Bud Act vs Fcst Bud vs Fcst Ancestors of • Act vs Bud • Act vs Fcst • Bud vs Fcst Parent Child Child Child 28 .

Time Dimension Time dimension defines the time period of the analytic data. Separate Dimension Model Total Year Qtr1 Qtr2 Qtr3 Qtr4 Year 2003 2004 Fiscal Year Crossover Model Year FY03 FY04 Qtr1FY04 Qtr2FY04 Qtr3FY04 Qtr4FY04 29 .

Toolbar Tabs Working pane Control buttons 30 .Outline Editor Outline Editor enables you to design the database outline.

Adding a child Adding a sibling 31 .Adding Dimensions and Members You can add dimensions and members to the outline manually or dynamically.

Setting the Dimension Type Dimension Type Buttons 2 1 Assigned Dimension Type 32 .

Verifying and Saving the Database Outline Essbase enables you to:  Check the database outline for errors  Save the outline to the Essbase server or the client file system Outline errors 33 .

Enhancing Computational Capabilities The database outline contains the following metadata that enhances Essbase computational capabilities:  Consolidation operators  Member formulas  Variance reporting calculation  Time balance 34 .

 Valid consolidation operators are:  Addition (+)  Subtraction (-)  Multiplication (*)  Division (/)  Percent (%)  Ignore (~) Margin Sales COGS (+) (-) Excluded from consolidation Margin = Sales – COGS 35 .Consolidation Property and Operators  Consolidation property defines how the member rolls up to its parent.

"Ending Inventory" = "Opening Inventory" .Cost) % Retail.  Essbase operators and functions return sets of member or data values. 36 .Sales + Additions.Defining Member Calculation  Member formulas define complex computations in the outline. Markup = (Retail .

2 3 Formula Editing pane 4 1 5 37 .Creating Member Formulas Create the member formula in Formula Editor.

67  Variance equals Actual minus Budget.67 16. 38 . Budget). mbrName2)  Example: Actual Sales COGS (Expense Reporting) 100 100 Budget 120 120 Variance -20 20 Variance % -16.  Essbase provides two variance reporting functions:  @VAR(mbrName1. mbrName2)  @VARPER(mbrName1.Variance Reporting Calculation  Members that represent expense must have the Expense Reporting tag. Variance = @VAR(Actual.

Total Year Qtr1 Inventory Opening Inventory Additions Ending Inventory (TB Last) (TB First) Jan 20 Feb 31 Mar 25 20 36 30 20 Qtr1+Qtr2+ Qtr3+Qtr4 Value of Qtr4 11 31 10 25 15 30 39 .  Skip option determines how Essbase treats zero and missing values.Time Balance Property  Time balance property defines member consolidation across the Time dimension.

Label Only Members  Do not store data  Group members to ease navigation and reporting  Take the value of the first child that stores data Total Year Qtr1 Scenario Actual Budget Label Only Qtr2 Qtr3 Qtr4 120 120 110 125 125 140 150 150 140 150 150 170 545 545 560 40 .

Member Aliases  Aliases improve outline and report readability  Essbase stores aliases in the alias tables  You can create up to 10 alias tables Default Year Qtr1 Jan Feb Mar Year Total Quarter 1 January February March … Year Total Quarter 1 January February March + 41 .

Attribute Dimensions  Attributes describe characteristics of data such as the size and color of products.  Through attributes you can group and analyze members of dimensions based on their characteristics. 42 .

supporting more informed decisions . Attribute dimensions Base dimension Products Colas Caffeinated Intro Date Promotion True 01-25-2003 Summer Time Fun Cola Caffeine Free False 05-10-2002 Old Time Favorites 09-30-2001 New Millennium Kool Cola 01-01-2001 43 .Attribute Dimensions Analysis by attribute provides depth and perspective.

Associating Attribute Dimensions 4 3 2 1 Associated Attribute Dimensions 5 44 .

Members tagged as Never share can only be explicitly shared. Not allow members to be shared implicitly. and then store the data value. members that contain no data values. Create members for navigation only. create the shared member with the same name and tag it as shared. and then discard the data value. Share values between members. in the Sample Basic database. For example. Label only Shared member 45 .Setting member storage properties Storage Property Store Dynamic Calc and Store Dynamic Calc Never share When to Use Store the data value with the member. To explicitly share a member. Not calculate the data value until a user requests it. that is. the 100-20 member is stored under the 100 parent and shared under Diet parent. Not calculate the data value until a user requests it.

Use UDAs in the following places: Calculation scripts.UDA (User Defined Attributes)     A user-defined attribute (UDA) is a word or phrase about a member. After you define a UDA. you can query a member for its UDA in a calculation script. 46 . You can change the sign of the data as it is loaded into the database based on its UDA. Data loading.

Loading Data 47 .

Loading Data Overview Error File Formatted Data File + Nonformatted Data File Rules File Administration Console Essbase Server MaxL Shell Database Data Prep Editor 48 .

8 484 629. Measures Scenario Products Markets Budget "200-30" Dallas Jan Feb Mar Apr May Sales 150 160 150 140 130 COGS 60 60 60 50 50 Marketing 20 20 20 20 10 Payroll 20 20 20 20 20 Scenario Markets Products Measures Jun 110 40 10 20 Total Year Total Year Data Data Budget Budget Budget Budget Chicago Chicago Chicago Chicago "Kool "Kool "Diet "Diet Cola" Cola" Cola" Cola" Sales COGS Marketing Payroll January February March April 1669.2 629.Free-Form Data Loading You can load a data source directly if it contains all information required to load its data values into the database.2 49 .

Performing Free-Form Data Loads 2 1 3 4 50 .

 You can apply the rules to many data sources. Aspen Denver Manchester 1st quarter Budget Data Jan Feb Mar Diet Cola Sales 150 160 150 Kool Cola COGS 60 60 60 C-Free Cola Marketing 20 20 20 Qtr1 460 180 60 Replace C-Free Cola with Caffeine-Free Cola. Ignore field during data load.  You can store the rules in a rules file. Map fields to Markets. Map the header to Budget in the Scenario dimension.Structured Data Loading with Rules  You can format the data source to map its data to the database. and Measures dimensions. Products. 51 .

Creating Data Load Rules Files 3 1 2 52 .

Opening Data Sources 1 2 3 53 .

Loading Data with the Rules File 2 1 3 4 5 6 54 .

Understanding Analytics Services Structure 55 .

sophisticated analytics       Block Storage 56 . or many applications to compute Combinations of large dimensions Calculation script-based applications Write-back capability Interactive planning. allocations.Essbase Data Storage Options Aggregate Storage Large number of base dimensions Extremely small batch window.

Block Storage Overview Block storage databases use dense and sparse dimensions. Dense Dimensions io ar n ce S Sparse Dimensions s et k ar M Measures Products Total Year Customers 57 .

Setting Dimensions as Dense or Sparse 1 2 Data-descriptor dimensions Business-view dimensions Attribute dimensions 3 58 .

operational analytics Significantly reduces calculation times and disk footprint Designed to work seamlessly with existing interfaces and user skills Reduces complexity when creating Essbase databases 59 .Aggregate Storage Overview  A new storage kernel  Aggregate-intensive cubes  Larger numbers of dimensions and     members Optimized for sparser data sets.

Consolidating & Calculating Data 60 .

Database Calculation  Data consolidation and calculation is performed upon retrieval. Level 0 Data Report Aggregated Data 61 .  Analytic Services offers two ways that you can calculate a database:  Outline calculation  Calculation script calculation  Retrieval performance can be improved by aggregating and storing selected level 0 data.

 Used for less complex calculations  Follow outline relationships  Fastest way to calculate entire database Input Data Calculated Database Outline 62 . CALC ALL consolidates all dimensions and members and calculates all formulas in the outline.Outline Calculations  By default. the calculation for a database is a CALC ALL of the database outline.

Members that are tagged as Two-Pass calculations 1st Pass 2nd Pass Level 0 Data Calculated Data (Before Two-Pass) Calculated Data (After Two-Pass) 63 . Time dimension 3. Other dense dimensions in top-down order 4. Other sparse dimensions in top-down order 5.Order of Outline Calculations Essbase calculates the outline in the following order: 1. Accounts dimension 2.

Calculation Scripts Calculation scripts enable you to:  A calculation script contains a series of calculation commands.  You use a calculation script to define calculations other than the calculations that are defined by the database outline.  Calculate all or a portion of the database  Control the order in which dimensions are calculated  Perform complex calculations Level 0 Data Calculated Database Calculation Script 64 . equations. and formulas.

Creating Calculation Scripts

Dimensions and Members

Opening the Calculation Script Editor

Functions and Commands

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Outline Enhancements That Affect Calculations
 Two-Pass Calculations  Dynamic Calculations  Dynamic Time Series

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Two-Pass Calculations
 Before Two-Pass

 After Two-Pass

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  

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Dynamic Calculations  Advantages  Shorten batch database calculation time  Reduce disk storage usage  Reduce database restructure time  Reduce time to perform a backup  Disadvantages  May increase retrieval time  Change calculation order Precalculated Database Data Request Calculated Request Report 68 .

Dynamic Time Series January Sales QTD Sales 100 100 February 120 220 March 130 350 Jan Feb Calc Script Stored QTD Jan Feb Dynamic Time Series Non-stored QTD 69 .

Spreadsheet Addin 70 .

and analyze data  Provides the interface with Essbase Server MS Excel with Essbase Spreadsheet Add-in Essbase Server Essbase Database 71 .Essbase Spreadsheet Add-in  Is a software program that is embedded in a client spreadsheet application  Enables you to retrieve data. create ad hoc reports.

Essbase Menu Essbase Toolbar 72 .Essbase Menu and Toolbar The Essbase menu and toolbar provide tools to access the database.

in Excel. Connect to Hyperion Connect to Hyperion Essbase Server Essbase Server 73 .Hyperion Essbase Hyperion Essbase Spreadsheet Add-In Spreadsheet Add-In provides ad-hoc analysis provides ad-hoc analysis in Excel.

Connecting to and Disconnecting From a Database Connecting to the Database Disconnecting from the Database 1 1 2 3 5 2 3 4 4 74 .

1 2 3 MS Excel Essbase Server Essbase Database 4 Top-level Data 75 .Retrieving Data  Select Essbase > Retrieve.  Essbase returns top-level data into an empty spreadsheet.

Retrieving Multidimensional Data into a TwoDimensional Spreadsheet Report  All dimensions must be represented in the spreadsheet.  The spreadsheet layout has four sections: Header Labels Column Labels Row Labels Data Cells 76 .

Display Options  Indentation Totals  Replacement Subitems None 77 .

)  Suppress  Aliases Member Names Use Aliases Use Both Member Names and Aliases 78 .Display Options (cont.

Questions ? ? ? ? ? ? 79 .

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