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About interRel
2008 Oracle Titan Award winner - EPM Solution of the year 18 presentations at Collaborate 2009, 14 presentations at Kaleidoscope, 6 at OpenWorld 2008 2008 Oracle Excellence Award winner with Pearson Education One of the fastest growing companies in the world (Inc. Mag., 08) We have two of the three Hyperion Oracle ACE Directors in the world Founding Hyperion Platinum Partner; now Oracle Certified Partner Focused exclusively on Oracle Hyperion EPM software Consulting Training Infrastructure and Installation Support Software sales
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Disclaimer
These slides represent the work and opinions of the presenter and do not constitute official positions of Oracle or any other organization. This material has not been peer reviewed and is presented here with the permission of the presenter. This material should not be reproduced without the written permission of interRel Consulting. We will send you a copy of the slides shortly after the presentation.
Agenda
Converting #Missing to Values in Excel Essbase Workarounds with Data Load & Dimension Build Rules Essbase Workarounds with Substitution Variables Planning Metadata Filters Drill Through to Planning using Studio Native Essbase Security Other Miscellaneous Tips (if we have time) Questions and Answers
Excel Trick
If you try to do something like subtract #missing (or another non numeric value), you can get the silly #val in your calculated cell. To get around this, you can modify the formula. Just add N() around the cell references.
Excel Trick
=N(C2)
Result
Excel Trick
Now, what if we wanted to have Essbase return a numeric zero instead of a text zero We all know how to do the text zero right?
Excel Trick
Excel Trick
Problem is now when we do an Essbase RETRIEVE, our spreadsheet has a text zero where there was a #MISSING
Excel Trick
We want a numeric zero to be returned from Essbase This is easy! We simply go into the Add-In and under OPTIONS place parentheses around the zero like this:
Excel Trick
Excel Trick
Now we have numeric zeros in our spreadsheet
Excel Trick
Disclaimer This should not be used if you are sending data back to Essbase
It will cause the database size to grow since you would now be storing data instead of #MISSING
Rules will also remove paired quotes around words New York will be evaluated as New York
Putting that in a column will not work. The key is getting Essbase to treat the quotes as characters Do this by putting a \ before each quote:
=\New York\ + Oregon;
Measures
Markets
Products
Year
Scenario
100-10 30 20 35 33 40 38
Actual 45 40
Free-form Purpose
So, why would I bother? Because a free-form data load is ALWAYS faster than the equivalent load with the rule Its more flexible than a data load rule You just have to get it right, because one error will stop the whole process
Replacement of empty values in a load rule Lets say we have a data file that looks like this:
Notice that we have some empty values in the product column or Field1
Replacement of empty values in a load rule Create a text column with an obscure character or word (like a ~ or ZZZZZ)
Replacement of empty values in a load rule Join the text column to the problem column
Replacement of empty values in a load rule In the field replacements replace the special character with a default value like NoProduct selecting replace whole word only
Now we have:
Replacement of empty values in a load rule Next replace ZZZZZ with nothing and do not select Match Whole Word That Does it!
Substitution Variables How They Work A substitution variable is set up by an administrator to simplify maintenance of things like calc scripts and retrieves The question I always get is: what can I put in a variable? Are these valid in a substitution variable? 1. Jan 2. Jan 3. Jan:Feb 4. Jan:Feb 5. Jan,Feb 6. Jan,Feb All can be put in a variable, but you wouldnt want to do #4
Substitution Variables How They Work cont Before a calc script (or whatever it is) runs, it replaces the variable with the value the variable is saved to. It then validates and runs the calc script (or whatever it is). Do you need double-quotes around a variable value like Actual->Sales? No, because you wouldn't normally put the term "Actual->Sales" in double-quotes in a calc script Youd just say Actual->Sales In other words, put quotes around something in a variable if youd want quotes around them in a calc script (or whatever)
You can actually set a variable to any darned thing you want. Check out this substitution variable:
Yes, that's a full line from a calc script (including a semi-colon). Watch how you can call it and then run it in a calc script:
You can even take this a step further and put a series of lines into a script like this:
Substitution Variables Whats The Point? You can put the common lines from all of your calc scripts into a substitution variable and call them from all your scripts No more repeating SET UpdateCalc Off; at the top of every script Just put &Header at the top of each script And if your header needs change, just change the variable Basically, youre writing your own macros using
variables
The Solution
So what if you want to filter the metadata in reporting as well as Planning? Copy the Read filter that Planning creates in Essbase Change the copied read filter to metaread Metaread security takes precedence over Read so you can leave the Planning read filter Metaread Essbase filters will filter both dimensions and data for end users (just like the Planning web) Is that it? Nope. Planning refreshes will wipe out the new Metaread filters
Essbase Studio
Next generation tool for Essbase application building and administration
Graphical modeling environment ease of use Integrate Cube creation capabilities of EIS and EAS Promote reuse and consistency Manage change through impact analysis and artifact lineage Update data source administration and access
Support for new Essbase 11 features (Varying attributes, Text and date lists) Catalog browsing and exploring Manage change through impact analysis and artifact lineage Graphic modeling environment Drill Through Role based security Improvements in architecture (parallel loads, optimized for Teradata TPT API)
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Cube schema A higher level Hierarchy - A higher level metadata element metadatabeen created from that has element that consists of hierarchies and measures. base dimensional elements Essbase Model A cube schema that has all the properties necessary to create an Essbase application
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Associate cubes
Can associate multiple models
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Studio Redeployment of cube model to the Planning Application >> Update All Hierarchies
Will associate the drill through reports with the defined dimensions
Create Mini-Schema
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Other Tips
Backup your Planning application and database! Deploy the model to a blank / new Essbase database first
Make sure the hierarchies are building correctly before deploying over the Planning database
Dont rebuild dimensions youll lose all the properties You must update all hierarchies (otherwise the drill through report wont attach to the dimensions) Today drill through is only available in Smart View and Web Analysis Remember you can drill on data and/or members Many other tips and tricks for Essbase Studio
But that is a different presentation (or 1 day interRel class)
Did you know you could actually still use native Essbase security (if you wanted to)?
Who are the users and do they use more than one Oracle EPM product? How many users do you have for Essbase? Who maintains security? Who maintains security for which Oracle EPM product? How are groups set up in your external directory? Can you leverage existing groups? Do you have to migrate / create groups in the external directory? If a new external group is required, what is the turn around time to create the group and assign the user (so that you can then leverage it in Shared Services)? What are nightly batch windows?
In Summary
Essbase Security Shared Services Security
Good: More control as Essbase admin Bad: Duplicative security work, more maintenance if you own more than one EPM product
Good: Less duplicative security work, audit controls, less maintenance Bad: Less control as Essbase admin
Create As
Use the As FilterYouWantToCopy optional argument to the Create Filter command For instance, say you had a filter called Sample.Basic.West and you wanted to copy it to AppCopy.DBCopy.West (note the change in the application name and database name) Create filter AppCopy.DBCopy.West as Sample.Basic.West ;
Agenda
Converting #Missing to Values in Excel Essbase Workarounds with Data Load & Dimension Build Rules Essbase Workarounds with Substitution Variables Planning Metadata Filters Drill Through to Planning using Studio Native Essbase Security Other Miscellaneous Tips (if we have time) Questions and Answers
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