130668 Oracle Essbase

Lab 2: BSO Cube 1 Overview This lab steps through the process of building an Essbase BSO cube using Essbase Studio. The Studio is designed to provide a single modeling interface for the creation of analytic applications. It simplifies cube construction by delivering a single environment for performing tasks related to data modeling, cube designing, and analytic application construction. With a wizard-driven user interface, Essbase Studio supports modeling of the various data source types from which Essbase applications are typically built as well as exposing a number of new data sources. A single common metadata repository, or catalog, captures all metadata related to all Essbase applications built in the enterprise and allows the reuse of metadata at the lowest level of granularity. The catalog makes Essbase Studio inherently aware of the common metadata that is shared across the various applications enterprise wide. Essbase Studio supports several drill-through options: relational databases, OBIEE, BI+ reports, URLs, Essbase applications (drill across), custom SQL, and Java methods. Essbase Studio also supports lineage tracking through a rich graphical view of metadata relationships, allowing users to follow application lineages to their metadata components and through to the data sources from which they were sourced.

2 Start Servers There are five services that will need to be started before you can complete the lab: • • • • •

Shared Services Essbase Essbase Administration Services (EAS) Analytic Provider Services (APS) Essbase Studio Server

1. Ensure that your VM instance is running and you are logged in as: Username: oracle Password: oracle

In the Linux VM, you will need open multiple terminal sessions to start up the Hyperion services. You can open a terminal window in one of three ways: 1. Click on the terminal window icon on the toolbar at the top of the screen.

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2. Right-click anywhere on the desktop and select “Open Terminal” from the top of the list.

3. Go the Applications menu, select System Tools and then Terminal from the list of programs.

The resulting Terminal Window will appear as below:

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As a convenience, a text file on the Linux Desktop called “Start Stop Services.txt” can be used to copy/paste the directories and scripts for the subsequent steps. To access the file, double-click on the file or right-click and select “Open with Text Editor”. If it asks whether you want to run or display the file, choose “Display”.

To copy/paste text, highlight the text, copy the text by pressing “CTRL+C” or selecting “Edit | Copy”. In a terminal window, press “SHIFT+CTRL+V” or select “Edit | Paste” to paste the text in the terminal window.

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2. Start Shared Services. Copy the following two lines from the “Start Stop Services.txt” file or type in the terminal window: cd /software/hyperion/deployments/Tomcat5/bin/ ./startSharedServices9.sh

Shared Services must be started before any of the other services. DO NOT CLOSE this window. Wait approximately 30 seconds before continuing to the next step. 3. Start Essbase. For this step, you can either open a new terminal window or use the previous one since Shared Services is running in the background and returned the prompt. Copy the following two lines from the “Start Stop Services.txt” file or type in the terminal window: cd /software/hyperion/products/Essbase/EssbaseServer/bin ./startEssbase.sh

This starts up the Essbase server in the foreground, so the prompt will not be returned. Once you see the line “Waiting for Client Requests…”, you will know that Essbase has started properly. Minimize this window (DO NOT CLOSE). 4 Lab 2: BSO Cube

4. Start EAS. Open another terminal window and copy the following two lines from the “Start Stop Services.txt” file or type: cd /software/hyperion/deployments/Tomcat5/bin/ ./starteas.sh

This starts up the EAS server in the background. You can use this terminal for the next step or minimize the window (DO NOT CLOSE). 5. Start APS. Open a new terminal window or use the one from the previous step since EAS is running in the background and returned the prompt. Copy the following two lines from the “Start Stop Services.txt” file or type in the terminal window: cd /software/hyperion/deployments/Tomcat5/bin/ ./startaps.sh

This starts up the APS server in the background. You can use this terminal for the next step or minimize the window (DO NOT CLOSE). 6. Start Essbase Studio. Open a new terminal window or use the one from the previous step since APS is running in the background and returned the prompt. Copy the following two lines from the “Start Stop Services.txt” file or type in the terminal window: cd /software/hyperion/products/Essbase/EssbaseStudio/Server ./startServer.sh

This starts up the Studio server in the background. DO NOT CLOSE this window. You have completed all the start ups for this lab.

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3 Adding Data Sources In this release of Studio the following can be sources for Studio (a JDBC driver is required for each source): • • • • • • •

Oracle database Oracle Business Intelligence Enterprise Edition Enterprise Performance Management Architect SQL Server DB2 Teradata Delimited text files

Note: Excel cannot be used directly as a source, it must first be saved as a CSV file. 1. Open the Essbase Studio Console by selecting the following shortcut: Start | Programs | Oracle EPM System | Essbase | Essbase Studio | Essbase Studio Console.

2. At the log in screen, select or type “ptsessbase” for the Server, “admin” for the User and “password” for the Password. Click “Log In”

3. The left panel in Studio has the Metadata Navigator, which provides a tree view of your metadata repository. Folders can be created under the root directory to manage and organize metadata elements. The right panel contains the data sources and minischemas that you will need for building your cubes. To begin, make sure that the Data Sources tab is selected in the right panel. Right-click on “Data Sources” and select “New | Data Source…”.

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4. We will first add an Oracle schema as a data source. Provide the following information in the Define Connection screen:

Click on “Test Connection”. Click “OK”. If the connection was successful, click “Next” in the Define Connection screen.

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In the Define Tables screen, select all tables. Click “Finish”. We will be creating the minischemas and hierarchies later.

Click “OK” when completed.

Expand on TBC and on one of the tables to view the fields. Right-click on a table and select “View Sample Data”.

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The first 200 rows of the table will appear in the middle panel. Click on the “X” to close the table.

5. Repeat adding a new data source by selecting “File | New | Data Source…”. Type “Text” as the Connection Name and select “Text File” for the Data Source Type. Ensure that “Comma” is selected as the Delimiter. Click “Browse” next to Location.

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Select “tbc_samples” and click “OK”.

The root directory is set as \products\Essbase\EssbaseStudio\Server\datafiles by default. The tbc_samples directory was placed in there during the installation. You can change the location of the root directory by adding the following line to the server.properties file found in the \products\Essbase\ EssbaseStudio\Server directory: server.datafile.dir= Click “Next” to the Model Files screen. Click on the “Select all” button and click “Finish”. Click “OK” when successful.

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Expand Text and right-click on one of the files to view its content.

4 Modeling Data Sources - Minischemas The process of modeling data sources in Studio varies depending on the type of source you are modeling. The modeling process for flat files is taken care of in the wizard used to map the data source. The process for modeling a relational source captures the join relationships between tables. Essbase Studio minischemas present a logical representation of the relational schema and provide the mappings to allow Studio to traverse the data source. Other important points regarding minischemas are as follows: • • •

Text files can be added to minischemas for the purpose of logical grouping only. They cannot be joined to other text files or relational tables. Studio supports the use of multiple fact tables in the schema; both can provide fact data to the model. There is no requirement to have a fact table for hierarchy creation for Essbase deployment. To that end, you can leverage columns out of a relational source for building the model without a minischema and use a flat file to load the data.

Minischemas are first-class objects used to create logical groupings of tables from various data sources in order to construct a subject area to work with. This is a preliminary step in data modeling using Essbase Studio to create analytic applications. 1. In the Minischemas tab on the right panel, right-click on “Minischemas” and select “New | Minischema…”.

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2. At the Create Minischema screen, type “TBC_Schema” for the Minischema Name. Click “Next”.

Select “TBC” from the Connections drop down. Select all the tables to the schema. Click “Finish”.

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3. The minischema for TBC should appear in the middle panel. The tables should be joined based on the joins that were created in the physical schema. If no joins were created, go to the next step. The only required join that was not created in the physical schema is the join from the PRODUCT to the PRODUCTDIM table. Locate the PRODUCTDIM table (may be out of view below the other tables) and move it underneath the FAMILY table.

Click on the “SKU” field in the PRODUCT table and drag a join line to the “SKU” field in the PRODUCTDIM table.

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4. If no joins appeared in the minischema, right-click on any whitespace in the work area and select “Add Joins By Inspection…”.

Inspection will yield all the matching field names between tables. Since we do not need all those joins, select only the ones identified below. Click “OK”.

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Alternatively, you can join tables manually by dragging join lines across the tables, starting and ending with the joining fields. You can also arrange the tables and joins by right-clicking on any whitespace in the minischema viewer and selecting “Lay out schema”.

5. Right-click on the Measures table and select “Add Join”

In the second Table drop down, select “MEASURES”. In the first column, select “PARENT” and in the second column, select “CHILD”. Click “OK”.

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This creates a recursive join on the table allowing for parent-child queries. Your minischema should now look similar to the one below.

6. Save (“File | Save”) and close (“X”) the minischema.

5 Modeling Data Sources - Organizing Metadata Elements A metadata element in the studio is one of the following: • • • • •

Relational column (based on the source or customer created) Field from a text file Hierarchy Drill-through report Cube schema

In short, a metadata element is anything that you can use to create an analytical model. The Studio allows you to organize elements into logical groups that can be used to create other elements. For example, you can create a folder in the Metadata Navigator that contains the raw columns and files you want to use to create hierarchies. The resulting hierarchies can then be stored in a folder of their own. You can create as many folders and sub-folders as desired to organize your deployment. Whether you separate by element type, model, or both is completely up to you. However, it is recommended that you create folders to organize elements prior to creating hierarchies. It simply makes the process easier. The following exercise serves as an example of how metadata can be arranged in Studio and is by no means mandatory or definitive. Personal preferences and differences from project to project will also determine how metadata is organized.

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1. First, create folders for the metadata elements. Right-click the “Root” folder in the Metadata Navigator (left panel) and select “New | Folder”.

2. Type “TBC” for the Name. Click “OK”.

3. Create the following folders under TBC: Dimension Elements, Hierarchies, Cube Schemas and Drill-through Reports.

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6 Modeling Data Sources – Dimension Elements and Hierarchies Dimension Elements make up the hierarchies. They can be columns from a data source or they can be derived (logical). They are then used to form levels within hierarchies or as distinct members. The term “level” is used in a very generic sense in that there is no requirement to understand the concepts of levels, generations, parents or children in order to build hierarchies. You can create custom members, hierarchies, attributes, and alternate hierarchies all in the same fashion. Creating hierarchies in the Studio is a matter of drag and drop. You initiate the hierarchy creation wizard via the right-click menu or through the menu system. Once the hierarchy dialog is open you drag and drop the sources in for each level either from the data sources panel or the metadata navigator. At any point during the process you can perform a full preview of the resulting hierarchy. It is also important to note that you can cross data sources and data source types during the hierarchy creation process. This is possible with or without the presence of a fact table. 1. Start by expanding the TBC data source in the Data Sources tab on the right. Expand the Market table and drag the “STATE” field to the “Dimension Elements” folder in the Metadata Navigator.

Copy STATE by right-clicking on it and selecting “Copy”. Right-click on the Dimension Elements folder and select “Paste”.

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Rename STATE_copy to “EAST_STATE”. Edit EAST_STATE by double-clicking or right-clicking and selecting “Edit…”.

Click in the Filter box. Expand TBC and REGION. Double-click on the “REGION” field or click on the icon next to the Filter box so that the following string appears in the Filter box: connection:\’TBC’::’TBC.REGION’.REGION’ Type: ==“East” at the end of the string. Click “OK”.

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Right-click on “EAST_STATE” and select “View Sample Data”.

Logical columns such as this can be created by filtering existing columns or by using a variety of Date, String and Numeric functions. We will do other examples of this later in this lab. 2. Drag the following columns from the TBC data source to the Dimension Elements folder: MEASURES.CHILD MEASURES.PARENT PRODUCTDIM.FAMILY PRODUCT.SKU PRODUCT.CAFFEINATED PRODUCT.OUNCES PRODUCT.PKGTYPE REGION.REGION REGION.DIRECTOR SALES.TRANSDATE SCENARIO.SCENARIO

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3. Adding a sort order. Double-click on “FAMILY” in the Dimension Elements folder. Expand TBC > PRODUCTDIM and select “FAMILY”. Click on the outline. Click “OK”.

icon under Sort Order. This will order the Product Families in ascending order in the

Do the same for SKU. Expand TBC > PRODUCT and select “SKU”.

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4. Create custom dimension elements. For the Time dimension, we can use the time wizard, or we can build a standard hierarchy and tag it as “Time” during the cube deployment process. For this exercise, we will create the Time dimension elements using Date functions in order to build a standard hierarchy. Right-click on Dimension Elements and select “New | Dimension Element”.

Type “Year” for the name. Select the “Functions” tab and expand Date. Double-click on the “year” function, ‘year’($$DateOperand$$) should appear in the Caption Binding box. Highlight $$DateOperand$$.

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Go to the “Source” tab and expand TBC | SALES. Double-click “TRANSDATE”. The Caption Binding box should now read: 'year'( connection : \'TBC'::'TBC.SALES'.'TRANSDATE' ). Also, with “TRANSDATE” highlighted, click on the

icon under Sort Order. This will order the years in ascending order in the outline. Click “OK”.

View the data for the Year field.

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Create a dimension element called “Quarter” using the quarterAsString and year functions and concatenating a “-“ between the two functions. The formula in Caption Binding should read: 'quarterAsString'( connection : \'TBC'::'TBC.SALES'.'TRANSDATE' ) || "-" || 'year'( connection : \'TBC'::'TBC.SALES'.'TRANSDATE' )

With “TRANSDATE” highlighted, click on the icon under Sort Order. This will order the quarters in ascending order in the outline. Click “OK” and view the data.

Create a dimension element called “Month” using a similar method. The formula in Caption Binding should read: 'monthShortName'( connection : \'TBC'::'TBC.SALES'.'TRANSDATE' ) || "-" || 'year'( connection : \'TBC'::'TBC.SALES'.'TRANSDATE' )

With “TRANSDATE” highlighted, click on the in the outline. Click “OK” and view the data.

icon under Sort Order. This will order the months in ascending order

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5. Right-click on the Hierarchies folder and select “New | Hierarchy”.

Expand the Dimension Elements folder and drag the “FAMILY” field to the Hierarchy data area. Drag the SKU field on top of the FAMILY field so that it is a level below FAMILY. If you drag it to the line below FAMILY, SKU will be at the same level. In that case, click on the

icon to move SKU below FAMILY.

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Add 3 other hierarchies below the first one:

Name the hierarchy “Product”. Click “Save”. Click the “Preview” button to see how the hierarchies would look. Click “OK”. Click “Close” to close the Product hierarchy.

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6. Create the Market hierarchy in a similar fashion.

7. Create the Measures and Scenario hierarchies

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8. Create the time hierarchy. Name it “Time”. Make Year the top of the hierarchy then Quarter and then Month at the bottom. Click “Preview” to see how the hierarchy would look like.

Click “OK”. Click “Save”. Click “Close”.

7 Modeling Data Sources - Cube Schemas Cube schemas are simply collections of hierarchies that make up the dimensions in a cube. During the cube schema creation process you select which hierarchies you would like to include in each dimension. You also have the option of hand creating a custom Measures dimension. Alternately, you can select a preexisting hierarchy and tag it as “measures” in the cube deployment process. During the cube schema creation process you can preview full versions of each dimension or all dimensions at once as they would look in an outline. The generic process of modeling and the specific process of setting Essbase properties are intentionally separated in the Studio. This allows for possible future projects that would allow the Studio to model independent of destination and only in the deployment wizard would a user have to call out destination specific properties. The current incarnation of the deployment wizard has four fundamental steps: 1. Set Essbase properties for a dimension, dimension level, or specific member (in the case of measures). These properties might include consolidation operators, data storage, formulae, etc. 2. Validate the model prior to deployment. The Studio will perform the same syntax and logic checks done in Integration Services and the Data Prep Editor to ensure that the deployed model is valid. 3. Set deployment options. You select whether you want an ASO, BSO, or XOLAP model for example. Additionally, you can choose when and how (metadata only, data only or both) you want the model deployed. 4. You specify which Essbase server (mapped as a connection when creating data sources) and execute the deployment. Upon execution the Studio logs into the specified target server and creates the application and database as specified.

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1. In Data Sources panel expand TBC and Sales. Drag “SALES.AMOUNT” to the Dimensional Elements folder in the Metadata Navigator.

2. Right-click on the Cube Schemas folder in the Metadata Navigator and select “New | Cube Schema”.

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3. Name the cube schema “TBC1”. Expand the Hierarchies folder and add the following to the Hierarchies area (keep in this order): a. b. c. d. e.

Measures Time Scenario Product Market

Expand the Dimension Elements folder and add “AMOUNT” to the Measures area. Click the “Preview Hierarchies” button and review the dimensions. Click “OK” to close the Preview dialog, and click “Next” in the Cube Schema Wizard.

On the Cube Schema Options screen, check the “Create Essbase Model” box. On the Accounts Dimension drop down list, select “Measures”. Click “Finish”.

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The TBC1 Model will appear in the middle panel. Note: The Measures hierarchy was built as a standard hierarchy as opposed to being built as a “Measure Hierarchy”. This is because there is a separate Measures dimension table that contains the Measures hierarchy. In those cases, a fact (“AMOUNT”) was designated as the “Measure” in the first step of the Cube Schema Wizard and an “Accounts Dimension” (“Measures” hierarchy) was selected in the second step. 4. The next step towards deploying an application is to set all the Essbase properties in the Essbase Model. Right-click any whitespace in the model and select “Essbase Properties…”.

On the Model Properties screen, select Measures and go to the “Info” tab. Set Data Storage to “Label Only”. Click “Apply”.

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Expand Measures | Parent under TBC1Model and select “CHILD”. Go to the “Info” tab and set Consolidation to “External Source” and select “CONSOLIDATION” in the drop down. Set Two Pass Calculation to “External Source” and select “TWOPASSCALC” in the drop down. Set Data Storage to “External Source” and select “STORAGE” in the drop down. Click “Apply”.

Go to the “Account Info” tab and set Time Balance to “External Source” and select “TIMEBALANCE” in the drop down. Set Skip to “External Source” and select “SKIP” in the drop down. Set Variance Reporting to “External Source” and select “VARIANCEREPORTING” in the drop down. Click “Apply”.

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Go to the “Formula” tab and set Formula to “External Source” and select “FORMULA” in the drop down. Click “Apply”.

Select “Time” under TBC1Model. Go to the “Info” tab and set Dimension Type to “Time”, Dimension Storage to “Dense” and Data Storage to “Dynamic Calc”. Click the “Dynamic series…”button next to Time.

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Check the “H-T-D” box and set its Generation to “1”. Check the “Q-T-D” box and set its Generation to “3”. Check the “Y-T-D” box and set its Generation to “2”. Click “OK” to close the Dynamic Time Series dialog.

Select “Year” under Time. Set Data Storage to “Dynamic Calc”.

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Select “Quarter” under Year. Set Data Storage to “Dynamic Calc”. Click “Apply”.

Select “Scenario” under TBC1Model. Go to the “Info” tab and set Data Storage to “Label Only”. Click “Apply”.

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Expand the Product dimension under TBC1Model and select “OUNCES”. In the General tab, check the “Essbase Attribute for SKU” box. Change the Attribute Type to “Numeric”. Click “Apply”.

Select “PKGTYPE”. In the General tab, check the “Essbase Attribute for SKU” box. Verify the Attribute Type is set to “String”. Click “Apply”.

Select “CAFFEINATED”. In the General tab, check the “Essbase Attribute for SKU” box. Change the Attribute Type to “Boolean”. Click “Apply”.

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Expand the Market dimension under TBC1Model and select “DIRECTOR”. In the General tab, check the “Essbase Attribute for STATE” box. Verify the Attribute Type is set to “String”. Click “Apply”.

5. Run the Validation by clicking on the

icon.

If you receive a message stating that the selection of External source for data storage for the column “CHILD” could cause errors during the dimension build, ignore this message. Click “Close”.

. Close the Essbase Properties dialog.

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6. Save TBC1Model (if grayed out, then it is already saved).

7. Aliases are set a little differently in Studio. Instead of specifying aliases at each level of the hierarchy, alias tables are built in the Alias Set Manager and then assigned to a Model. Select “Tools | Alias Set Manager”.

Click on the

icon under Alias Sets to add a new alias table. Name the table “TBCAlias”.

Click on the

icon under Bindings to create a binding between a member column and an alias column. 38 Lab 2: BSO Cube

Under Binding Source, expand TBC | Dimension Elements and click on “SKU”. Under Binding Expression, expand PRODUCTDIM and double-click “SKU_ALIAS”. Click “OK”.

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Repeat with “FAMILY” / “PRODUCTDIM | FAMILY_ALIAS” and “CHILD” / “MEASURES | MEASURES_ALIAS”.

TBCAlias should now have 3 rows. Click “OK”.

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If you closed TBC1Model, right-click on it and select “Edit”. Right-click in the work area and select “Essbase Properties”.

Click on “TBC1Model” and select the “Alias” tab. Select “TBCAlias” under Available Tables and click the right arrow to add to Selected Tables. Click “Apply”. Run a validation. Ignore the warning if identical to the previous and click “Close”.

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8 Drill-through Reports The drill-through reporting options in Essbase Studio are much improved over previous drill-through incarnations in the legacy Essbase stack. The following improvements have been added to the drill-through reporting capabilities: • Can drill back to sources not related to cube definition, you can drill back to any data source added to studio. •

Dynamic association of drill through reports, drill-through reports automatically associated to models; there is no need to refresh drill-through data. If you modify an existing report or add a new report it is immediately available in all models.

•

Automatic association of report to matching models, drill-through reports are specific to dimensional intersections not to a deployed model. So any Essbase cube that contains a dimension that is part of the drill-through can gain access to the report. This means that you no longer need to create multiple iterations of the same report (one for each deployed model).

• •

Drill through supported for both metadata (member) and data (cell) Horizontally scales with user population as APS (Provider Services) supports app server clustering. As such, drillthrough requests can work across a JVM cluster lightening the load on a specific machine.

•

Support for test / preview, the Studio UI provides full capability to put in test parameters and see the result of a drill-through report. This lets you test the results prior to deploying to a cube or set of cubes.

•

Drill through support from HVE. Starting with the 11.1.1 release, drill-through reports will display in and can be launched from the Visual Explorer UI.

•

Several options for drill back targets, Essbase Studio allows for more drill-through target options, you can drillthrough to: o Relational sources o Other Essbase cubes (scheduled for future release, post 11.1.1) o BI+ Repository (scheduled for future release, post 11.1.1) o URL
Standard
Financial Data quality Management
OBIEE o Custom SQL o Java Method

1. In the Metadata Navigator, right-click the Drill Through Reports folder and select “New | Drill-through Report”.

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2. Name the report “Supplier”. In the Intersection area, click “Add”.

3. Expand TBC | Hierarchies and select “Product”. Click “OK”.

4. De-select everything except “FAMILY”.

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5. Select the Report Contents tab. Click “Add” to add columns for your drill-through report.

6. Expand Supplier and select “SUPPLIER_ALIAS”, “ADDRESS”, “CITY”, “STATE” and “ZIP”. Click “OK”.

Alternatively, you could add the columns by drag and drop from either the Data Sources area or the Metadata Navigator.

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7. Go to the Associations tab. Select the box for “TBC1Model” and click “Save”.

8. Go to the Report Contents tab. De-select “Show Duplicates in Report” and click “Test”.

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Under Column Value, enter “300” next to FAMILY. Click the “Show Results” button. The Resulting report should appear similar to the one below. Click “Close” to close the testing screen. Click “Save” and then “Close” to close the Drill-through report.

9. Create another Drill-through report called “POS”. Add the Product, Market, Measures, Scenario and Time hierarchies to the Intersections area.

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Expand all the hierarchies and select only the lowest levels for each hierarchy (SKU, STATE, CHILD, SCENARIO, Month)

10. Add the following columns to the Report Contents.

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11. Associate the report to TBC1Model. Click “Save” and then “Close”.

.

9 Data Lineage Through either the right-click menu or standard menu selection you can view lineage diagrams for any metadata element (up to and including deployed models). The lineage charts display information all the way back to the original source columns or fields. Moreover, you also have the ability to review individual object properties from the lineage chart. 1.

Right-click on TBC1Model and select “Show Lineage”.

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The lineage chart below will appear in the center panel.

2.

You can double-click or right-click on any element to see its lineage chart.

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10 Cube Deployment A Cube Deployment Wizard is utilized to deploy cubes in Studio. The Wizard retains Essbase server information and specific information related to the outline build and data load process. 1. Right-click on TBC1Model and select “Cube Deployment Wizard”.

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If you have not connected to the Essbase server yet, an Essbase login dialog box will appear. If the box does not appear, click on the “New Connection” button. Use the following parameters to log in to Essbase:

Name the application “TBC” and name the database “TBC”. Under Load Task Type, select “Build Outline and Load Data”. Click “Finish”.

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At the completion of the build, you may get a warning. This does not affect the creation of the cube or the rest of the labs. Click “OK”. Click “Cancel” to close the Cube Deployment Wizard.

2. Open the EAS Console by selecting the following shortcut: Start | Programs | Oracle EPM System | Essbase | Administration Services | Start Administration Services Console.

3. Type in “ptsessbase” for the Administration Server, “admin” for Username and “password” for Password. Click “OK”.

4. Right-click on Essbase Servers and select “Add Essbase Server”.

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Type in “ptsessbase” for the Essbase Server, “admin” for Username and “password” for Password and Confirm password. Click “OK”.

5. Expand the tree from ptsessbase to Applications down to the second TBC. Double-click “Outline”. On the right, the Essbase outline will appear. Expand Essbase Servers | ptsessbase | Applications | TBC |TBC. Double-click “Outline” to open it.

In order to view the aliases, you will need to change the active alias table to TBCAlias. Go to the “Properties” tab of the Outline and right-click on “TBCAlias” under Alias tables. Select “Set as active”.

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Return to the “Outline” tab and expand the Product dimension to view the aliases.

6. Right-click on the second “TBC” and select “Execute calculation…”. Click “OK” to select the “Default” calculation. Essbase Studio currently does not have an option to run a calc script.

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7. Right-click on the second “TBC1” again and select “Preview data”.

Double-click on “Market” and “Product” to verify that data has been loaded and aggregated.

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6. To query the cube using the Excel Add-in, open Excel, verify that the Menu Item Essbase is showing on the Menu Bar (if not, refer to the installation lab for instructions on installing the Add-in manually), click on “Essbase” and select “Connect…”. Excel 2003 Excel 2007 (Add-Ins tab)

7. At the login prompt, type in “ptsessbase” in the Server box, “admin” for Username and “password” for Password. Click “OK”.

5. Select “TBC/TBC” in the Application/Database window and click “OK”.

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6. Double-click anywhere on the blank worksheet or click on “Essbase | Retrieve” from the Menu Bar.

When double-clicking (or retrieving) on a blank worksheet, the query will consist of every root (top level) member from each dimension. Notice that the Attribute dimensions do not show up. Attribute dimensions can be added to the query, but are not required. 7. Click “Essbase | Options…” from the Menu Bar.

In the Display tab, select Subitems, #Missing Rows, Adjust Columns, type “0” (zero) into the #Missing Label text box, check Use Aliases and select “TBCAlias” from the dropdown box. Click “OK”.

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8. Double-click on “Time”, “2007” and then “Qtr1-2007” to drilldown on the Time dimension.

Notice that 2006 and 2008 do not appear when you did a drilldown on Time. #Missing is the null indicator for Essbase, so when we checked the Suppress #Missing option, the rows with no data are not displayed. 9. Double-click on “MARKET” to drilldown to the regions.

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10. Drag the Measures dimension by clicking down on “Measures” with your right mouse button (do not release the button yet) and drag to where the column dimensions are located (see image below) and release the right mouse button. Do the same thing with the Time dimension (click on any member of the Time dimension).

11. Double-click on “West”, “Central”, “South”, and “East” to drilldown to the states.

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12 Type over “MEASURES” with “Sales” and “SCENARIO” with “Actual”.

Click “Essbase | Retrieve” from the Menu Bar.

The query now reads Actual Sales by State and Region across Time periods for total Products.

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13. Click on the blank cell to the right of “PRODUCT” and select “Essbase | Member Selection…”.

Select “PKGTYPE” from the Dimension drop down box, click on “PKGTYPE” in the Members box and click “Add” so that “PKGTYPE” shows up in the Rules box. Click “OK”.

“PKGTYPE” is now visible on the spreadsheet. Double-click on “PKGTYPE”.

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Pivot “Can” to the columns underneath Time (right-click drag) so that Package Types no longer go down the rows.

Your query should look similar to the one below. Attribute dimensions can be added to any query whenever their analysis is needed, but their presence is not mandatory.

11 Smartview Smartview is the successor to the Classic add-in with some important differences. First, while the classic add-in uses a TCP/IP connection to Essbase, Smartview uses HTTP/SOAP which allows for more flexibility in connecting with Essbase. Smartview also uses a server component (Analytic Provider Services) which handles the query generation to Essbase. Smartview works with multiple Office products and allows you to bring in content from various Oracle sources. We will now use Smartview to connect directly to Essbase and query in a similar manner as the classic Essbase add-in. 1. Before we begin with Smartview, we will first need to either remove the Essbase add-in or disable the mouse actions for the Essbase add-in. While both add-ins can run concurrently, some mouse actions such as double-clicking gives precedence to the Essbase add-in and may result in some undesired consequences. To disable any mouse actions for the Essbase add-in, go to “Essbase | Options” and de-select all the check boxes under Mouse Actions in the Global tab.

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To remove the Essbase add-in, go to “Tools | Add-ins”. De-select the check boxes next to both Essbase add-ins and click “OK”.

2. Since Smartview supports multiple Oracle sources, we will first need to define a connection to Essbase using the Smartview Data Source Manager. First, navigate to a blank worksheet or open a new workbook. Next, select “Hyperion | Data Source Manager…”. In Excel 2007, you can either select “Hyperion | Data Source Manager…” from the Add-Ins menu or click the “Connect” icon from the Hyperion menu.

3. Analytic Provider Services is the server component for Smartview, so in Data Source Manager, click “Connect to Provider Services”.

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4. Since we did not yet change the APS URL to point to the Linux VM, you will receive this message: Click “Change APS URL”.

In the Options screen under Hyperion Provider Service URL, check the box next to “Override default” and in the URL window, replace “localhost” with “ptsessbase” in the URL. Click “OK”.

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The Smartview Data Source Manager should now look like this:

5. In the Views dropdown, select “All”.

Right-click on “Oracle Essbase” and select “Add”.

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Ensure that “Oracle Essbase” is in the Product dropdown and type in “ptsessbase” for the Product Server Name, “admin” for User Name and “password” for Password. Click “OK”.

Drill down on ptsessbase and on TBC. Highlight the second TBC and click on the Ad-hoc/Open select “Ad-hoc Analysis”. You can also right-click on TBC and select “Ad-hoc Analysis”.

dropdown and

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6. Smartview has similar functionality with the classic add-in, however, the one major difference is the introduction of the POV Manager. The POV Manager allows for a less cluttered spreadsheet, while allowing dimensions to be dragged to/from the spreadsheet as they are needed in the analysis.

7. As with the Essbase add-in, you can go to the Options (“Hyperion | Options”) screen to set your querying options such as suppression of #missing and setting different formats for drill-through report cells. Drill-downs, drill-ups and pivots work the same way as in the Essbase add-in. You can right-click drag to/from the POV Manager and set the filters while the dimensions are in the POV Manager. To enable aliases, you must select an Alias table from “Hyperion | Ad-Hoc Analysis | Change Alias Table”. Try to replicate the query below based on your knowledge of the Essbase add-in and some of the tips mentioned here.

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12

Drill-through Reporting

1. If you were able to replicate the query above, skip to step 2. Otherwise, open the Lab_Queries.xls file from the In Class Files folder and select tab Lab 2.7. You will need to use Smartview to view the drill-through report so open the Data Source Manager and connect to Provider Services. Run an Adhoc Analysis on TBC.

2. Go to Hyperion | Ad-Hoc Analysis | Change Alias Table and select “None”.

3. Set formatting for drill-through cells, go to “Hyperion | Options”. In the Cell Styles tab, expand Analytic Services | Data cells. If you can not expand on Data cells, click on the drop down box where it says Default Styles and select “Analytic Services”.

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Check the box next to “Drill-through”, right-click on “Drill-through” and select “Font”.

Change the Font style to “Bold” and to your favorite Color. Click “OK” twice to return to the spreadsheet.

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4. Double-click on “Product” until you see the product families listed down the rows. If the product families are already going down the rows, select “Hyperion | Refresh” or click the “Refresh” button on the POV Manager. The data should have changed to the Drill-through formatting.

5. Select one of the drill-through cells and select “Hyperion | Ad Hoc Analysis | Drill-Through Reports”.

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6. Click “Launch” to open the Supplier report.

The Supplier drill-through report should display in a new worksheet.

7. Double-click on a Product Family (ie. ‘100’).

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8. Select one of the drill-through cells and select “Hyperion | Ad Hoc Analysis | Drill-Through Reports”. 9. Click “Launch” to open the POS report.

The POS drill-through report should display in a new worksheet.

13

Visual Explorer

Visual Explorer is a graphical reporting tool that allows you to “visually” navigate through the data. The problem with looking at data in a spreadsheet is that unless you know what to look for, it can be difficult to spot anomalies or trends in the data without looking at the data in a graphical manner. This is where Visual Explorer comes in. 1. Insert or navigate to a blank worksheet and from the Smartview Data Source Manager, right-click on the TBC database and select “Ad-hoc Analysis”.

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Start Visual Explorer by selecting “Hyperion | Link View | Visualize in HVE”.

Note: in the Essbase add-in, access Visual Explorer from “Essbase | Visualize & Explore…” Click “Cancel” when the Show Me! screen appears.

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Select “Edit | Clear | Clear Sheet”

9. Expand Margin in the Measures panel so that Sales is visible.

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10. Drag “Sales” to the Rows box.

A single bar will appear representing Sales revenue for all Products across all Markets for the entire Year.

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11. Drag “Gen2,MARKET” to the Columns box.

Four bars will now appear representing Sales revenue for all Products for the entire Year by each Market Region.

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12. Drag “Gen2,PRODUCT” to the Color box.

The four bars turn to stacked bars with different colors representing each of the Product Lines. If you are not seeing the Product aliases, from the menu, go to Data | Alias File and select TBCAlias.

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13. Right-click on the Y-axis of the bar chart and select “Add Reference Line…”. When the Reference Line dialog box appears, accept the default selections and click “OK”.

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An average line will appear representing the average Sales revenue for the Regions.

14. Drag “Gen2,PRODUCT” from the Color box to the Columns box to the right of “Gen2,MARKET”.

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The bar chart now represents Sales by Region and Product Line.

15. If you would like to see an average line across all Sales categories, right-click on one of the average lines and select “Edit…”. In the Edit Reference Line dialog box, select the radio button for “Entire Table” and click “OK”.

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The average line will now represent the average for all the Sales categories.

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16. From the Measures panel drag “Profit %” to the Color box.

Each of the Sales bars will now turn to various shades of green, the darker the green the greater the Profit %. Note that in the West the Profit % of some Product Lines are relatively low despite the high Sales revenue. Further analysis could reveal the reasons for this anomaly.

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17. Now let’s take a look at how Sales revenue gets impacted based on the amount of Marketing expenditures. First, remove Profit % by right-clicking on Profit % and selecting “Remove”. Next, remove the average line by rightclicking on it and selecting “Remove”.

18. Expand Total Expenses in the Measures panel and drag “Marketing” to the Columns box to the right of “Gen2,PRODUCT”.

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19. Drag “Gen2,MARKET” from the Columns box to the Color box.

20. Drag “Gen2,PRODUCT” from the Columns box to the Shape box.

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Your chart should now look similar to the one below. The marks on the chart represent the correlation between Marketing expenditures and Sales (as Marketing expenses increase, Revenue should also increase by some fixed factor). Each mark corresponds to a Region/Product Line combination. Color coding and the different shapes of the marks make it easy to identify which Region and Product Line the marks represent.

21. Adding a Trend Line will show the exact correlation between Sales and Marketing across all the data points. To add a Trend Line, right-click on a white area in the chart and select “Trend Lines”.

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A trend line will appear for each Region.

22. To show only one Trend Line, right-click on any Trend Line and select “Edit Trend Lines…”. In the Trend Lines Options dialog box, uncheck “Gen2,MARKET” and click “OK”.

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You should now see one Trend Line. The marks below the Trend Line are the Region/Product Line combinations that are underperforming (where the Marketing expenses are high relative to Sales). The marks above the Line are overperformers (those where Sales are higher relative to their Marketing expenses).

23. To add more data points to the chart, drag “Gen3,MARKET” and “Gen3,PRODUCT” to the Level of Detail box.

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The chart should now look similar to the one below.

24. Move your mouse over one of the data points to get detailed information. Points below the trend line show below average sales relative to their marketing costs. Those below and to the far right of the trend line have extremely high marketing costs relative to the sales they are generating.

This concludes Lab 2. You may now close Visual Explorer and Excel. 88 Lab 2: BSO Cube

14 Shutting Down the VM It is important that you shutdown your VM properly at the conclusion of each day. The correct shutdown procedure will ensure that the VM will function properly the next time you use it. 1. Close all client tools first, including Excel 2. Use the appropriate Shutdown scripts for each product you started (except for Essbase). All Shutdown scripts are included at the bottom of the Start Stop Services.txt file. Copy the appropriate script into a Terminal window to run. For shutting down multiple products, it is advised that you shut them down in the order listed on the file. For example, you should always stop Shared Services after all the Essbase products have been stopped.

3. Shut down Essbase by typing “Exit” or “Quit” in the terminal window it was started in. If you started any applications, it will ask if you would like to stop all the applications and exit Essbase. Type “1” and hit . You should also stop Essbase before stopping Shared Services.

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5. When all the servers on the VM are stopped, you can shut down the VM by clicking on “Actions” at the top and selecting “Log Out”.

Select “Shut down” and click “OK”.

The VM will take a few minutes to shut down at that point. Never hit the “X” on your VMware program to shut down. This will place the VM in suspended mode and does not actually shut down the VM. When you turn your VM back on, it may behave abnormally. If this happens, shut down all servers and the VM properly and restart the VM.

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