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Loading Data
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Objectives
After completing this lesson, you should be able to:
Describe loading data in Essbase
Prep Data Prep Editor
Define field properties
Reference missing dimensions
Set data load options
Load data to Essbase
Select and reject data records
Capture new members during data load
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Data Load Overview
Load data:
Without rules
With rules
Data source Rules files Input data in
Essbase
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Free-Form Data Sources
Simple free-form data source:



Formatted free-form data source:
"O-IBM" "Lightbolt 365 A" "Current Year" Jan Units 105
"O-IBM" "Lightbolt 365 S" "Current Year" Jan Units 85
"O-IBM" "Thunderball 540 A" "Current Year" Jan Units 57
Units "O-IBM"
Jan Feb Mar

"Current Year" "Lightbolt 365 A" 105 101 98
"Lightbolt 365 S" 85 72 82
"Thunderball 540 A" 57 53 16
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Data Sources That Require Rules Files
Use rules files when you have any of these requirements:
Load data from a SQL data source
Build dimensions while loading data
Change the data
Change member names
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Creating Data Load Rules Files
General
Setup
1. Open a sample data source.
2. Set data source properties.
3. Hide raw data (optional).
4. Set the view to data load fields.
5. Associate the rule with a database outline.
6. If necessary, format the file.
Actions
7. Define field properties.
8. If necessary, define a data load header for missing
dimensions.
9. Select data load values options.
Completion
10. Validate the rules file.
11. Save the rules file.
12. Load data.
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Prepping Data Prep Editor (Steps 16)
Steps 1 through 6 ensure that you do the following:
Provide yourself with samples of data on which to base
your rules.
Define correct file delimiters.
Identify and ignore header records.
Set the view in Data Prep Editor to the correct mode for
loading data.
Create an association between the rules file and the
database outline that you want to update.
Format data, if necessary.

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Defining Field Properties (Step 7)
For each field, define a field name.

Data Load
Properties tab
Dimension
selection list
Field name
Pure data field
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Defining Data Load Headers (Step 8)
If necessary, define a data load header for missing dimensions.
Missing Scenario dimension
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Setting Data Load Values Options (Step 9)
Data load values options:
Overwrite, add to, or subtract
from existing data values
Change the sign of data upon
loading

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Validating Data Load Rules Files (Step 10)
Common validation error:

There is an unknown member or no member in the field name.

Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Completing Data Load Rules Files
(Steps 11 and 12)
Step 11: Save the rules file:
Save to Analytic Server
Save to file system

Step 12: Load data:
Manually in Administration
Console
Automatically with MaxL


Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Selecting and Rejecting Records
Load a subset of data from a data source.

Scenario CustID Item Number Period Units
Current Year Apple-OEM Lightbolt 365 A Jan 158
Current Year Apple-OEM Lightbolt 540 S Jan 238
Current Year Apple-OEM Thunderball 540 S Jan 128
Prior Year Apple-OEM Lightbolt 365 A Jan 128
Prior Year Apple-OEM Lightbolt 540 S Jan 131
Prior Year Apple-OEM Thunderball 540 S Jan 132
Prior Year Apple-OEM Roadranger 170 A Jan 208
Budget Apple-OEM Lightbolt 365 A Jan 208
Budget Apple-OEM Lightbolt 540 S Jan 228
Budget Apple-OEM Thunderball 540 S Jan 218
Budget Apple-OEM Roadranger 170 A Jan 128

Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Capturing New Members
Without dimension build rules:


With dimension build rules:
Scenario Customer Product Account Jan
Current Year JCs Hardware Lightbolt 365 A Units 200
Current Year Apple-Retail Lightbolt 365 A Units 105

Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Quiz
You can load data into Essbase without using rules files.
1. True
2. False
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Quiz
Select the data source requirements for a free-form data load.
1. All dimensions are represented.
2. Complex member names are enclosed in double quotes.
3. Numeric data is formatted.
4. Time periods are used for column headers.

Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Quiz
If you are loading a data source in which data is scaled to
thousands, select the type of data load that you must
perform.
1. Free-form data load
2. Data load with a rules file
3. Manual data load
4. Submit data from Excel
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Quiz
Select the options available in Data Prep Editor to add
dimensions that are missing in the data source.
1. Add column headers.
2. Modify the data source.
3. Create a field using text.
4. Add a data load header.
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Quiz
You can selectively load records in a data source by specifying
select or reject criteria.
1. True
2. False
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Summary
In this lesson, you should have learned to:
Describe loading data in Essbase
Prep Data Prep Editor
Define field properties
Reference missing dimensions
Set data load options
Load data to Essbase
Select and reject data records
Capture new members during data load