Académique Documents
Professionnel Documents
Culture Documents
Table of Contents
Case Study 1: Bigcorp
Exercises
Lesson 1:
0
Exercise 1.1
Exercise 1.2
Essbase Overview
Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . 13
Lesson 2:
Exercise 2.1
Exercise 2.2
Lesson 3:
Exercise 3.1
Exercise 3.2
Exercise 3.3
Exercise 3.4
Exercise 3.5
Exercise 3.6
Lesson 4:
Exercise 4.1
Exercise 4.2
Exercise 4.3
Exercise 4.4
Exercise 4.5
.
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Bigcorp Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Analysis and Planning for Bigcorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Table of Contents
Lesson 5:
Exercise 5.1
Lesson 6:
Exercise 6.1
Exercise 6.2
Lesson 7:
Exercise 7.1
Exercise 7.2
Exercise 7.3
Exercise 7.4
Lesson 8:
Exercise 8.1
Exercise 8.2
Exercise 8.3
Loading Data
Lesson 9:
Exercise 9.1
Exercise 9.2
Exercise 9.3
Exercise 9.4
Exercise 9.5
Table of Contents
.
Case
Study
1
1
Bigcorp
Overview
This section contains a description of the business and analytic
requirements of the Bigcorp corporation. In the exercises section of this
manual, you build a database for Bigcorp. As you build the database, refer
to the information provided in this section.
Bigcorp Overview
Company History
Bigcorp Today
Over the years, as technology has decreased Bigcorps manufacturing costs, the
proliferation of hard-drive manufacturers has reduced Bigcorps market share. With the
general availability of universal serial bus (USB) flash drives, Bigcorp executives saw the
need to sharpen the companys competitive edge.
The management team at Bigcorp hired you to build a block storage database that
provides the information that it requires and that uses data extracts from its existing
systems.
Participant Information
The following table lists participant groups at Bigcorp and their respective data output
requirements:
Participant Group
Finance
Requirements
Monthly product development, reported by individual product
and grouped by product families
Details of company cost structures
Current and prior year actual and budget data
Manufacturing
Sales
Monthly product unit sales, grouped by hard-drive configuration
For sales, current year and forecast data
Monthly sales revenues by product and by customer
Comparison of new and old product lines
Customer totals by sales channel and by region
Current-year actual, budget, and forecast data
Data Determinations
The design team identified three main data sources and decided how to handle the data
from each source:
Current and prior year actual sales data is stored in an Oracle data warehouse
that IT created to normalize the data. IT can set up an SQL query that extracts this
data to flat files on a regular basis, at which point rules files can be used to load the
data to the Sales database.
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The following reports were gathered from the Finance and Sales teams, to give you an
idea of the type of analysis that the teams want to perform in Essbase. You can view the
reports in a workbook called BCSampleReports.xls (located in
c:\CF\Bootcamp\SSReports).
Operating Statement
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4
Product Report
Variance Report
Case Study: Bigcorp
Essbase 11.1.2 Bootcamp
Channels Report
Product by Channel
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Case Study: Bigcorp
5
6
Case Study: Bigcorp
Customer by Product Category
Essbase 11.1.2 Bootcamp
Exercises
Overview
This section contains hands-on exercises that you will work on throughout
this course. Exercises are grouped by lesson.
Your instructor may choose to perform some exercises with you in
demonstration format; therefore, you may not be required to complete all
exercises. It is, however, important that you complete all exercises as
requested by the instructor, because many exercises build upon other
exercises.
Before beginning these exercises, be sure to read the Bigcorp case study.
Lesson 1
Exercise 1.1
Essbase Overview
Starting Services
In this exercise, you start the necessary services for the class learning activities.
The message Are you sure you want to START all Oracle/Hyperion Services?
is displayed.
2. Click Yes.
A process window displays the services that are starting. When the process
finishes, the message All Oracle/Hyperion Services started, your environment
is now ready for your class, Enjoy! is displayed.
3. Click OK to close the dialog box.
Wait 3-5 minutes after the window closes before continuing to the next step, so
that the services do not cause false failure messages.
4. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then
epmsystem1, and then EPM System Diagnostic.
The Oracle EPM System diagnostic report is displayed. In the first column, and
PASSED or FAILED is displayed for each service
5. Perform one of the following actions:
If all services display a PASSED status, close the report. You successfully
completed the exercise.
If any service displays a FAILED status, close the report, and proceed to step 4.
6. From the Managing Services folder on the Windows Desktop, double-click Services.
The Services window is displayed.
7. Verify that the following services have a status of Started:
- Hyperion Administration Services - Web Application
- Hyperion Foundation Services - Managed Server
- Hyperion Provider Services - Web Application
- Hyperion Studio Service BPMS bpms1
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1. From the Managing Services folder on the Windows Desktop, double-click
StartServices.
1
Exercises
- Oracle Process Manager (ohsInstance3193331783)
- Oracle Process Manager (EPM_epmsystem1)
- OracleOraDb11g_home1TNSListener
- OracleServiceORCL
NOTE: If any services failed to start, alert your instructor.
8. Close the Services window.
Essbase Overview
Exercise 1.2
Accessing Administration Services Console
Perform the following tasks to familiarize yourself with Administration Services Console:
1. Open Administration Services Console (with user name admin and password
hyperion)
2. Explore the navigation hierarchy: Navigate to the list of Essbase Servers, and open a
database outline.
3. Verify the database outline before closing.
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Lesson 2
Exercise 2.1
3. In Windows Explorer, review the file system folder structure for Bigcorp.
4. Create a custom view for Bigcorp.
Exercise 2.2
Creating Dimensions and Members
Create a block storage application and database for Bigcorp and review the hierarchy
structure of the new database:
Lesson 3
Exercise 3.1
After evaluating the Bigcorp design document, you decide to use a generic time design
for the Year Tot dimension.
1. Add quarters Qtr 1 through Qtr 4 to generation 2.
2. Add months Jan through Dec to the appropriate quarters.
The following figure shows the Year Tot hierarchy:
TIP: Remember to save your outline changes.
Exercise 3.2
Tracking Data Sets
Bigcorp uses the scenarios described in the Bigcorp case study to track data sets.
Add the scenarios and scenario variances described in the following table, which Bigcorp
requires for analysis of sales data:
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Exercises
Designing Data Descriptor Dimensions
Parent
Scenario
Scenario
Scenario
Scenario
Scenario
Scenario Variances
Scenario Variances
Scenario Variances
Child
Current Year
Prior Year
Budget
Forecast
Scenario Variances
Act Vs Bud
Act Vs Fcst
Bud Vs Fcst
Exercise 3.3
Creating Outline Calculations
Bigcorp analysts require scenario variance calculations in many of their reports. You
decide to add variance calculations to the Sales outline so that variances are centrally
defined and accessible to users.
Add calculations to Bigcorp scenario variances and modify consolidation operators of the
Scenario dimension to control calculation flow:
1. Change the consolidation operator for all Scenario dimension members to ~
(Excluded from Consolidation).
2. Calculate Act Vs Bud using shared members.
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Exercise 3.4
Creating Accounts Hierarchies
The Accounts dimension within the Sales outline is based on the Gross Margin Analysis
report in the Bigcorp design document. You can view the report in Corpaccts.xls (in
C:\CF\Bootcamp\Outline).
Using only hierarchy relationships for calculation, define a hierarchy for the Accounts
dimension based on the calculations described in the following table:
Member Name
Gross Sales
Discounts
Net Sales
Direct Labor
Material
Overhead
Cost of Sales
Other CGS
Gross Margin
Calculation
Units * List Price
Gross Sales * Discount %
Gross Sales - Discounts
Labor/Unit * Units
Matl/Unit * Units
Direct Labor * Overhead Rate
Direct Labor + Material + Overhead
Material Variances + Labor Variances + Overhead
Variances + Obsolete Charges + Inventory Adjustments
Net Sales - Cost of Sales - Other CGS
3
Exercises
Labor/Unit
Matl/Unit
Overhead Rate
Material Variances
Labor Variances
Obsolete Charges
Inventory Adjustments
Designing Data Descriptor Dimensions
Add a ratio calculation called Gross Margin % with a member formula that calculates
Gross Margin as a percentage of Net Sales.
The following figure shows the complete exercise:
TIP: Remember to save your outline changes.
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.
Overhead Variances
Exercise 3.5
Testing Accounts Calculations
After creating a calculation-intensive dimension, it is a best practice to test the
calculations.
Turn off intelligent calculation, input test data, and review your calculation results:
1. Modify the default database calculation to look like the following example:
2. In Smart View, perform the following tasks:
a. In the Smart View panel, connect to Shared Connections (user name/password =
admin/hyperion).
b. Add Bigcorp Sales to your private connections.
3. Test accounts calculations:
a. Run AccountsInput.bat (in c:\CF\Bootcamp\Scripts) to load input data.
TIP: If data does not load completely, check accountserror.txt (in
c:\CF\Bootcamp\Scripts\logs) to determine the cause of the problem.
b. Open Corpaccts.xls (in c:\CF\Bootcamp\Outline) and select the AuditData
worksheet.
c. Set localhost_bigcorp_sales as the active worksheet connection, and calculate,
retrieve, and verify data.
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Exercises
Designing Data Descriptor Dimensions
d. Compare your calculation results to the data on the Gross Margin Analysis
worksheet.
Exercise 3.6
Creating Balance Sheet Accounts
Bigcorp analysts need to see units in inventory and accounts receivable balances.
Add a balance sheet section to the Accounts dimension:
1. Add a sibling called Balance Sheet to Gross Margin %.
2. Set the consolidation property of Balance Sheet to ~ (Excluded from Consolidation).
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Lesson 4
Exercise 4.1
For reporting purposes, Bigcorp requires longer month and quarter names.
1. Add Year Tot aliases to quarters and months, using the guidelines described in the
following table.
Member Type
Quarters
Months
Alias Guidelines
Quarter 1, Quarter 2, Quarter 3, Quarter 4
Full month name (January, February, and so on)
Year Tot dimension members are displayed with aliases in the outline.
2. Add the aliases described in the following table to Scenario dimension members:
Member
Current Year
Prior Year
Alias
CY Actual
PY Actual
Exercise 4.2
Implementing Dynamic Time Series Members
Enable Dynamic Time Series members for the Year Tot dimension:
1. Tag Year Tot with the Time dimension tag.
2. Enable the following Dynamic Time Series members:
Y-T-D, with the alias YTD
Q-T-D, with the alias QTD
TIP: Add aliases in a separate step after Dynamic Time Series members are
added to the outline.
Y-T-D and Q-T-D are displayed next to Year Tot as active Dynamic Time Series
members.
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Exercise 4.3
Correcting Percentage and Balance Accounts
After testing your calculations, you discover that Qtr 1 calculations are incorrect for
Gross Margin %, Inventory, and Accounts Receivable.
Change member property settings to return correct results:
1. Modify the Sales outline as follows:
a. Change Gross Margin % to Dynamic Calc.
b. Tag the Accounts dimension with the accounts dimension type.
c. Tag Inventory and Accounts Receivable as time balance last.
TIP: Remember to save your outline changes.
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Exercise 4.4
Adding Variance Reporting
Natural account balances are not retained in Bigcorp source data. Rather, the sign on
revenues from the general ledger is reversed before data is loaded into the database.
Thus, expense reporting tags and @VAR functions are required for accurate variance
reporting.
Change member properties and formulas to enable correct variance reporting:
1. Tag the following accounts as expenses for variance reporting:
Discounts
Discount %
Cost of Sales
Direct Labor
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Other CGS
Exercise 4.5
Optimizing Data Storage Settings
The final test of your data descriptor dimensions is to ensure that data is visible at all
levels of the hierarchy. Some stored members within the Sales outline should not be
stored.
Identify members that do not require storage and optimize the database by changing
data storage types:
1. Test the default top-level database calculation:
a. Run OptimizeInput.bat (in c:\CF\Bootcamp\Scripts) to clear the database
and load input data.
b. Run the default database calculation.
c. In Optimize.xls, from the TopLevel worksheet, initiate ad hoc analysis on the
Bigcorp Sales connection.
2. In the Sales outline, identify members that should not be stored and set the storage
property to Label Only. After saving the outline, repeat step 1 to verify data at the top
level.
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Exercises
Developing Dimension Designs
Lesson 5
Exercise 5.1
This exercise can be performed as a group activity or on your own. The instructions are
for a group activity.
1. Divide into three teams to represent the Bigcorp finance, manufacturing, and sales
groups.
2. Select, for each team, one of the following report workbooks (in
c:\CF\Bootcamp\Outline):
FinanceRprts.xls
MfgRpts.xls
SalesRpts.xls
3. For Product and Customer, use a blank sheet of paper to design outline plans that
are based on the report workbooks.
4. As a class, discuss which elements are common to multiple plans, identify primary
and secondary hierarchies, and identify shared members.
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.
Design the product and customer dimensions:
Lesson 6
Creating Basic Dimension Build Rules
Files
Building the Family Total Rollup
Exercise 6.1
The Bigcorp IT team has provided you with text file extracts from its data warehouse for
your initial dimension builds.
Exercise 6.2
Optional: Adding Products to the Family Total
Hierarchy
When the Sales database moves into production, you plan to implement product
dimension updates directly from the IT data warehouse.
Create a rules file that adds new products to the Family Total hierarchy by accessing an
Oracle data warehouse:
1. Build the rules file, keeping the following points in mind:
The data source name for the IT data warehouse is Bigcorp Warehouse.
When you define the data source, you do not have to provide inputs for server,
application, database, or dictionary path.
You must retrieve all records from the Products table.
Your Oracle database user name/password is bigcorp/hyperion.
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7
Exercises
Creating Advanced Dimension Build Rules Files
Lesson 7
Creating Advanced Dimension Build
Rules Files
Lesson 7
Creating Advanced Dimension Build Rules Files
Exercises
Rules file: ParChild.rul
Config Total and Line Total hierarchies are added to the Product dimension.
TIP: Remember to save your outline changes.
Exercise 7.2
Building the Customer Dimension
Bigcorp Sales analysts require customers to be grouped by the OEM, Retail, and
Distributor channels. However, certain OEM customers, such as Apple and Dell, also sell
Bigcorp hard drives through their retail outlets. Rather than making channels a separate
dimension, you create unique customer names to meet Bigcorps analysis requirements.
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Exercises
Creating Advanced Dimension Build Rules Files
Create a rules file for building the Customer dimension:
1. Start a rules file for the Customer dimension, and use CusChan.txt (in
c:\CF\Bootcamp\Loadrule) as the sample data source.
Do not include account manager information in the Customer dimension.
Do not include customer class information in this dimension build.
2. Manipulate the data source fields into the correct order for your planned build
method.
3. Create unique customer names with prefixes.
O- (for OEM customers)
R- (for Retail customers)
D- (for Distributor customers)
4. Modify field properties to ignore extra fields.
5. Make text replacements to conform member names to the Customer dimension plan.
Channels must include OEM, Retail, and Distributor.
Channels roll up to Channel Total.
6. Add the Customer dimension to the rules file, and specify the following information:
Data storage: label only
Configuration: sparse
7. Complete the rules file, following steps 8 through 11 of the rule file creation
procedure introduced in Lesson 6. Save the rules file as Channels.
8. Update the Sales outline, and specify the following information:
Data source: CusChan.txt
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Review the Customer dimension plan that you created in Lesson 5 to ensure that
you create the entire dimension.
Lesson 7
Creating Advanced Dimension Build Rules Files
Exercises
Rules file: Channels.rul.
The Customer dimension is added to the outline.
TIP: Remember to save your outline changes.
Exercise 7.3
Optional: Adding UDAs to Customers
7
Exercises
Creating Advanced Dimension Build Rules Files
Modify Channels.rul to load customer class UDAs:
1. Open Channels.rul, and save it as CustUDA.rul.
TIP: Open CusChan.txt as the sample data source for the rules file
2. Modify the rules file:
a. Set Field3 to be recognized during dimension builds (this field was previously
ignored).
b. Move Field3 to the last field on the right.
c. Modify customer classes so that they are displayed as Class A, Class L, and
Class R.
d. Set the dimension build field properties for Field6.
3. Modify the dimension build settings to enable UDA changes.
4. Load customer UDAs to the Sales outline, and specify the following options:
Data source: CusChan.txt
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Lesson 7
Creating Advanced Dimension Build Rules Files
Exercises
Rules file: CustUDA.rul
Customer class UDAs are added to the Customer dimension.
TIP: Remember to save your outline changes.
Exercise 7.4
Optional: Creating the Region Total Dimension
The Sales group wants to group customers by region in a few reports, and several
account managers want to see a crosstab report of Sales channels by region.
Create an attribute dimension for regions:
1. Follow the dimension build rules file process to create a rules file. Use CusReg.txt
(located in c:\CF\Bootcamp\Analysis) as the sample data source.
2. Define the Region Total dimension as an attribute of Customer.
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Exercises
3. Complete the rules file:
Creating Advanced Dimension Build Rules Files
a. Select your dimension build setting for Customer
b. Ensure that your dimension build field properties enable the creation of attribute
members
c. Validate and save the file as Regions.rul.
Data source: CusReg.txt
Rules file: Regions.rul
The Region Total attribute dimension is added to the outline, and attributes are
displayed for customers.
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.
4. Update the Sales outline, and specify the following options:
Lesson 8
Exercise 8.1
Loading Data
Exercise 8.2
Loading Forecast and Actual Data
Bigcorp forecast data is collected in a custom Oracle database that is built and
maintained by a senior analyst. The analyst gave you an extract that matches the extract
from the IT data warehouse for actual data. Thus, you can use one rules file for both data
sources.
Create a saved data load profile that loads both forecast and actual data:
1. From the Data Load dialog box, open the saved data load profile Actual.xml.
2. Modify the data load profile:
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The Bigcorp IT group stores current and prior year actual sales data in an Oracle data
warehouse that it created to normalize the data. The IT group set up a SQL query that
extracts the data to flat files on a regular basis.
8 Loading Data
Exercises
a. Add the data source Forecast.txt with the rules file Loadcorp.rul.
b. Save the new data load profile as ActFcst.xml.
3. Run the saved data load profile.
NOTE: You receive a warning message when loading Actual.txt because no
data values are modified by reloading the file.
4. In CheckData.xls, verify that data was loaded:
a. Select the Forecast worksheet, and set localhost_Bigcorp_Sales as the active
connection.
b. Refresh the worksheet.
Exercise 8.3
Optional: Loading Transactional Units
The Bigcorp Finance group performs its month-end close on its general ledger by the
tenth of each month, at which point the actual data is loaded from a transactional ledger
system into the Bigcorp data warehouse. The Sales group wants to see preclose units
data from the transactional system as of the last day of each month, before the data is
transferred and normalized in the data warehouse.
Create a rules file that is based on daily data in an extract file from the Bigcorp ledger
system:
1. Follow the data rules file process to create a rules file that is based on MayAct.txt
as the sample data source.
2. Modify dates to correspond to the correct month in the outline.
3. Define data load field properties.
4. Reference missing dimensions in the rules file header.
5. Set data load values to add to existing values.
6. Validate and save the rules file as Flash.
7. Load data to Sales, and specify the following options:
Data source: MayAct.txt
Rules file: Flash.rul
8. In CheckData.xls, verify that data was loaded:
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b. Refresh the worksheet.
a. Select the Flash worksheet, and set localhost_Bigcorp_Sales as the active
connection.
Exercises
Lesson 8 Loading Data
Essbase 11.1.2 Bootcamp
Lesson 9
Exercise 9.1
Before using Smart View, you must connect to a list of data sources in the Smart View
panel.
2. In a new Excel workbook, connect to Shared Connections and display the list of data
sources for the Essbase - loaclhost server.
Exercise 9.2
Starting Ad Hoc Analysis
Ad hoc analysis provides a high degree of user interactivity with the data.
On a blank worksheet, display Year Tot and Accounts to familiarize yourself with ad hoc
reporting:
1. Start ad hoc analysis on the Bigcorp Sales database.
2. Expand Year Tot and Accounts.
Exercise 9.3
Customizing the Point of View
To make the report more useful, you customize the POV with multiple products and
customers.
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.
1. Run ssheet.bat (in C:\CF\Bootcamp\Scripts) to reset the Sales database.
2. On the POV toolbar, select Current Year, LIGHTBOLT, and OEM, and refresh the
worksheet.
OEM data for LIGHTBOLT is displayed.
TIP: Select various combinations of product and customer, and refresh the data
for each combination to ensure that the POV is working.
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Exercise 9.4
Creating Ad Hoc Reports
The Bigcorp Finance team wants you to create an ad hoc report that shows the following
information:
Report Area
Rows
Columns
Point of view
Dimension Members
Family Total and its children
Accounts, Year Tot, Scenario
OEM, Retail, Distributor
Exercise 9.5
Creating a Free-Form Report
1. On the FreeForm worksheet in SmartView.xls, create a free-form report:
a. Page headers: Gross Sales, Jan.
b. Row headers: O-IBM, O-Apple, O-Dell, O-Acer
c. Column headers: PY Actual, CY Actual.
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Bigcorp analysts want to use Excel worksheets to submit updated forecast data to
Essbase.
1. In SmartView.xls, set localhost_Bigcorp_Sales as the active connection and set the
Smart View display options to disable Excel formatting.
2. Adjust and submit August data as follows:
Increase Units by 10%.
Increase List Price by $5.
Decrease Discount %, Labor/Unit, Matl/Unit, and Overhead Rate by 3%.
3. Execute the CalcBC calculation script.
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.
Test an input worksheet by updating data, submitting data to Essbase, and executing a
calculation script:
Exercise 10.2
Viewing Dynamic Data Points
Bigcorp finance analysts want to display sales data in their quarterly reports, which are
created in Microsoft Word. They also want to quickly view charts of the data.
Examine a prebuilt Word document with embedded dynamic data points and create a
linked view in Visual Explorer:
1. Open VarianceReport.doc (in C:\CF\Bootcamp\SSReports), and perform the
following tasks:
a. In the Smart View panel, under Private Connections, connect to the Sales
database.
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Exercise 10.3
Creating Smart Slices
Bigcorp sales representatives for OEM customers require a database query showing
only current year OEM sales.
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Exercise 10.4
Creating a Custom Report
OEM sales managers need a custom dashboard showing OEM sales from a variety of
perspectives.
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Chart
Construct a full database calculation script, testing results before and after calculation:
1. Reset the sales database by running the
C:\CF\Bootcamp\Scripts\ResetBigcorp.bat script.
2. On a separate sheet of paper, record the following precalculation database statistics
for Sales:
Number of existing blocks
Existing level 0 blocks
Existing upper-level blocks
Block density
Percentage of maximum blocks existing
3. Create a calculation script that turns off intelligent calculation and calculates all
dimensions in the Sales database. Save the script as Anatomy.csc.
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.
Block density
You want to document your scripts thoroughly for the Bigcorp database administrators,
who will eventually maintain the Essbase system.
Exercise 12.2
Correcting Rates and Percentages
Although Anatomy.csc consolidates all Sales database dimensions, some rates and
percentages are not aggregated correctly.
Modify Anatomy.csc to add a back calculation, correcting input rates and percentages:
1. Add a block of back-calculation formulas to derive the correct rates for the following
accounts:
List Price
Discount %
Labor/Unit
Matl/Unit
Overhead Rate
NOTE: Enclose the block of formulas in parentheses to enforce a second
calculation pass.
2. Save Anatomy.csc and test your changes:
a. Run ResetBigcorp.bat.
b. Calculate Anatomy.csc.
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In Anatomy.csc, add a brief information section with your name and the date, a
housekeeping section header, and a main rollup section header. Save the changes.
13
Exercises
Controlling the Calculation Process
In the interest of performance, the Bigcorp management team wants you to modify
Anatomy.csc so that it calculates only Current Year data for the months in Qtr 1.
1. Modify the Anatomy.csc script as follows, and save it as CYCalc.csc:
a. Focus the script to calculate only for Current Year and months in Qtr 1.
b. Make any modifications necessary to the rest of the script as a result of adding the
fix statement.
c. Use commenting sections to identify the start and end of the fix.
2. Test your calculations:
a. Run ResetBigcorp.bat.
b. Calculate CYCalc.csc.
c. Refresh the Fixit worksheet in Anatomy.xls, and compare your calculation results
to the following figure, or open Anatomy_Solutions.xls (in
c:\CF\Bootcamp\CalcIt\Complete) and compare your results to the Fix It
worksheet.
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.
Create a current-year calculation based on Anatomy.csc:
Exercise 13.2
Calculating Conditionally with IF
The Sales group gave you a set of business rules for a special forecasting calculation.
Create a calculation script that uses conditional logic to satisfy the business rules for the
forecast:
1. Using the If It worksheet in Anatomy.xls as a reference, write a calculation that
performs the following tasks in the Forecast scenario, and save it as IfIt.csc:
Pushes units from August to September
Pushes units into Qtr 4 months with a two-month lag and a 10% accelerator
Pushes price into September and into the months in Qtr 4 with a one-month lag
and a 10% decelerator
2. Test your calculations:
a. Run ResetBigcorp.bat.
b. Calculate IfIt.csc.
c. Refresh the If It worksheet in Anatomy.xls, and compare your calculation results
to the following figure, or open Anatomy_Solutions.xls (in
c:\CF\Bootcamp\CalcIt\Complete) and compare your results to the If It
worksheet.
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Essbase 11.1.2 Bootcamp
13
Exercises
Extra Credit
Controlling the Calculation Process
The 10% accelerator for units creates partial units in some months.
Add logic to your script so that it does not return partial units:
1. Modify IfIt.csc so that units are rounded to the nearest whole number, and save it
as IfItEC.
a. Run ResetBigcorp.bat.
b. Calculate IfItEC.csc.
c. Refresh the If It worksheet in Anatomy.xls, and compare your calculation results
to the following figure, or open Anatomy_Solutions.xls (in
c:\CF\Bootcamp\CalcIt\Complete) and compare your results to the If It_Extra
worksheet.
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.
2. Test your calculations:
The Sales group requires percent of total mix calculations for analysis, based on
several measures.
1. Apply the following logic to add member formulas:
Member
Unit Mix by Cust
Unit Mix
Sales $ Mix
Formula Logic
Units for current customer/units for all customers
Units for current product/units for current product family
Net sales for current product/net sales for current product family
Exercise 14.2
Calculating Time Variances
The Bigcorp Finance group requires period variance calculations for its analysis and
wants you to create the calculations in the Sales database. Because the formulas must
be updated regularly (for example, a variance between current month and prior month
data must be updated every month), you decide to create substitution variables for
easier maintenance.
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Essbase 11.1.2 Bootcamp
NOTE: Because quarter names include spaces, separate variables are required
for reporting and calculation purposes.
2. In the Sales outline, add variance formulas to the Year Tot dimension members Cur
Mo Vs Prior and Cur Qtr Vs Prior:
a. Use @VAR for the variance calculation.
b. Use & (ampersand) to identify variable names in the formulas.
c. Set the data storage property for Cur Mo Vs Prior and Cur Qtr Vs Prior to Dynamic
Calc.
NOTE: If you accidentally clear data when saving your outline, you must run
ResetBigcorp.bat and calculate Anatomy.csc before proceeding.
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.
1. Create a script called ClearAll.csc that clears all data from the database.
16 Normalizing Data
Exercises
Exercise 16.2
Normalizing Budget Data
.
2. Test the script:
16 Normalizing Data
Exercises
d. Change your POV to Channel Total, Family Total, and Budget, and refresh to view
calculated data. Compare your calculation results to the following figure, or open
Budget_Solutions.xls (in c:\CF\Bootcamp\CalcIt\Complete) and compare
your results to the Upper Level worksheet.
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.
a. Run ResetBigcorp.bat (in c:\CF\Bootcamp\Scripts) and the CalcBC.csc
calculation script.