Hyperion Essbase

What we will cover

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

Corporate Information Pyramid

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

Exploration /
SQL/ Relational/

Cleansing/
Data

Transaction

Multidimensionality

Multidimensionality converts two dimensional row and column oriented data into a multidimensional cube. The faces of the cube represents dimensions. Structures data around natural business concepts. Provides foundation for efficient, sophisticated business analysis.

East West January TV VCR TV VCR February Actual Budget Actual Budget Sales Margin

Data Cube

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

Root Beer

February

149

3-D Cube

Dimensions Time Products Markets Members Jan, Feb, Mar (Time) Diet Cola, Root Beer, Cream Soda, Fruit Soda (Products) CA, CT, NY (Markets) Measures Sales

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

The OLAP Solution-Hyperion Essbase

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

Hyperion Essbase Demonstration

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.

Hyperion Essbase Product Architecture

Client Tier Hyperion Analyzer TCP/IP Hyperion Reports Middle Tier Database Tier

Spreadsheet Add-in

HTTP

Spreadsheet Services TCP/IP Essbase

HTTP Administration Services Administration Console HTTP

Administration Services

10

Essbase

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

11

Administration Services

Database and system administrators' interface to Essbase Components: Administration Server Administration Console

12

Starting and Stopping the Essbase Server

To start the Essbase Server, launch the Essbase Server Agent executable:
To stop the Essbase Server, enter EXIT or QUIT in the Agent Console.

Essbase Server Agent

Essbase Server Agent Console

Essbase Server

13

Starting and Stopping the Administration Server

To start the Administration Server, launch the Administration Server Agent executable:
To stop the Administration Server, launch the following executable: %EASPATH%\eas\server\bin\stopadminsvr.exe

Administration Server Agent

Administration Server Agent Console

Administration Server

14

Starting the Administration Console

To start the Administration Console: 1. Launch the console executable:

%EASPATH%\eas\server\console\admincon.exe
2. Log on to the console.

15

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

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.
Dimensions : A perspective on the data being Analyzed eg Time Units i.e Year ,quarter,months,weeks etc. 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. Sibling: A child member at the same branch level as another child member with the same parent. Shared Member : The data values associated with a shared member come from another member with the same name. The shared member stores a pointer to data contained in the other member and the data is only stored once. User Defined Attribute (UDA): Used to describe a member.

22

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. Hence Accounts , Year & Scenario are considered Dense Dimensions. Sparse Dimension : A dimension with a low percentage of data position filled.

23

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

TBC application directory Sales database directory

Rules files
Index file Data file Calculation script

24

Database Outline

Tree structure for dimension hierarchies Consolidations and mathematical relationships between members Outline Editor

25

Outline Terms: Generations

Generation defines a members location within the outline hierarchy from the top of the dimension.

Gen 1
Gen 2 Gen 2 Gen 2 Gen 2

Scenario Actual Budget Forecast Variances Act vs Bud Act vs Fcst Bud vs Fcst

Dimension

Leaves

Branch

Gen 3
Gen 3 Gen 3

Leaves

26

Outline Terms: Levels

Level defines a members location within the outline hierarchy from the bottom of the dimension.

Scenario Actual Budget Forecast Variances Level 0

Level 1

Level 2

Level 0 Level 0
Level 1 Level 0 Level 0 Level 0

Act vs Bud
Act vs Fcst Bud vs Fcst

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 Parent Ancestors of Act vs Bud Act vs Fcst Bud vs Fcst

Child Child
Child

28

Time Dimension
Time dimension defines the time period of the analytic data.
Separate Dimension Model Fiscal Year Crossover Model

Total Year
Qtr1 Qtr2 Qtr3 Qtr4 Year 2003 2004

Year
FY03 FY04 Qtr1FY04 Qtr2FY04 Qtr3FY04

Qtr4FY04

29

Outline Editor
Outline Editor enables you to design the database outline.

Toolbar Tabs

Working pane

Control buttons

30

Adding Dimensions and Members

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

31

Setting the Dimension Type

Dimension Type Buttons
2

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

Consolidation Property and Operators

Consolidation property defines how the member rolls up to its parent. Valid consolidation operators are: Addition (+) Subtraction (-) Multiplication (*) Division (/) Percent (%) Ignore (~)

Margin
Sales COGS

Excluded from consolidation

(+)
(-)

Margin = Sales COGS

35

Defining Member Calculation

Member formulas define complex computations in the outline.
"Ending Inventory" = "Opening Inventory" - Sales + Additions; Markup = (Retail - Cost) % Retail;

Essbase operators and functions return sets of member or data values.

36

Creating Member Formulas

Create the member formula in Formula Editor.
2

3 Formula Editing pane

4 1

37

Variance Reporting Calculation

Members that represent expense must have the Expense Reporting tag. Essbase provides two variance reporting functions: @VAR(mbrName1, mbrName2) @VARPER(mbrName1, mbrName2) Example:
Actual
Sales COGS (Expense Reporting) 100 100

Budget
120 120

Variance
-20 20

Variance %
-16.67 16.67

Variance equals Actual minus Budget.

Variance = @VAR(Actual, Budget);

38

Time Balance Property

Time balance property defines member consolidation across the Time dimension. Skip option determines how Essbase treats zero and missing values.

Total Year Qtr1 Inventory Opening Inventory Additions Ending Inventory (TB Last) (TB First) Jan

20 11 31

Feb

31 10 25

Mar

25 15 30

20 36 30

20 Qtr1+Qtr2+ Qtr3+Qtr4 Value of Qtr4

39

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 Label Only Qtr2 Qtr3 Qtr4

120 120 110

125 125 140

150 150 140

150 150 170

545 545 560

Actual Budget

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

Year Total Quarter 1 January February March

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

Attribute Dimensions
Analysis by attribute provides depth and perspective, supporting more informed
decisions

.
Attribute dimensions

Base dimension

Products

Caffeinated

Intro Date

Promotion

Colas

True

01-25-2003

Summer Time Fun

Cola

False

05-10-2002

Old Time Favorites

Caffeine Free

09-30-2001

New Millennium

Kool Cola

01-01-2001

43

Associating Attribute Dimensions

4

3 2 1

Associated Attribute Dimensions

44

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

Label only Shared member

45

UDA (User Defined Attributes)

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

46

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

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. 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

1669.8 484 629.2 629.2

49

Performing Free-Form Data Loads

2 1

50

Structured Data Loading with Rules

You can format the data source to map its data to the database. You can store the rules in a rules file. You can apply the rules to many data sources.
Map fields to Markets, Products, and Measures dimensions. Map the header to Budget in the Scenario dimension.

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.

51

Creating Data Load Rules Files

1 2

52

Opening Data Sources

1 2

53

Loading Data with the Rules File

2 1

54

Understanding Analytics Services Structure

55

Essbase Data Storage Options

Aggregate Storage
Large number of base dimensions

Block Storage

Extremely small batch window, or many applications to compute

Combinations of large dimensions Calculation script-based applications Write-back capability Interactive planning, allocations, sophisticated analytics

56

Block Storage Overview

Block storage databases use dense and sparse dimensions.

Dense Dimensions

Sparse Dimensions

Measures

Products

Total Year

Customers

57

Setting Dimensions as Dense or Sparse

2 Data-descriptor dimensions Business-view dimensions Attribute dimensions 3

58

Aggregate Storage Overview

A new storage kernel Aggregate-intensive cubes Larger numbers of dimensions and

members Optimized for sparser data sets, 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

Consolidating & Calculating Data

60

Database Calculation
Data consolidation and calculation is performed upon retrieval. 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. Level 0 Data Report

Aggregated Data

61

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

Input Data

Calculated Database

Outline

62

Order of Outline Calculations

Essbase calculates the outline in the following order: 1. Accounts dimension 2. Time dimension 3. Other dense dimensions in top-down order 4. Other sparse dimensions in top-down order 5. 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

Calculation Scripts
Calculation scripts enable you to: A calculation script contains a series of calculation commands, equations, and formulas. 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

Creating Calculation Scripts

Dimensions and Members

Opening the Calculation Script Editor

Functions and Commands

65

Outline Enhancements That Affect Calculations

Two-Pass Calculations Dynamic Calculations Dynamic Time Series

66

Two-Pass Calculations
Before Two-Pass

After Two-Pass

67

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

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, and analyze data Provides the interface with Essbase Server

MS Excel with Essbase Spreadsheet Add-in

Essbase Server

Essbase Database

71

Essbase Menu and Toolbar

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

Essbase Toolbar

72

Hyperion Essbase Spreadsheet Add-In provides ad-hoc analysis in Excel.

Connect to Hyperion Essbase Server

73

Connecting to and Disconnecting From a Database

Connecting to the Database Disconnecting from the Database

1 1

2
3

5
2

3 4

74

Retrieving Data
Select Essbase > Retrieve. Essbase returns top-level data into an empty spreadsheet.

1 2

3
MS Excel Essbase Server Essbase Database

Top-level Data

75

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

Display Options (cont.)

Suppress

Aliases

Member Names

Use Aliases

Use Both Member Names and Aliases

78

Questions

? ?

?
79