ORACLECORPORATION

EssbaseAdvanced
BuildingQuickCubesforDemosandPOCs OracleEssbaseEdition11.1.2
March14,2010 BroughttoyoubytheEPMGlobalProductSalesSupportTeam http://my.oracle.com/epm

Writtenby:MikeNader&DaveCollins DocumentbasedontheBIG2G:EPMBETAMARCH2010TrainingDemoImage

Summary

ExecutiveSummary
ThiscourseisintendedtoprovideanoverviewofthetoolsandskillsnecessarytobuildquickEssbase cubesforPOCsandcustomdemonstrations.Theclassfocusesontechniquesandtoolsnecessaryto buildcubes,theseinclude: EssbaseApplicationManager EssbaseStudio Excel AdministrationServices

Further,thecoursefocusesontwoprimarytoolsforpresentationofinformation: SmartView VisualExplorer

AkeycomponentofthiscourseisthecreationofEssbasecubesduringthesession.Tothatendthere arethreeexercisegroups: EssbaseStudiobasicskills CaseStudy1CreatingandEssbaseCubefromaflatfile CaseStudy2CreatinganEssbaseCubefromanExcelReport

Participantswillalternatecasestudiesandexercisesduringtheday.Allparticipantsshouldgetan opportunitytocompleteallthreeexercisegroupsandpresentatleastonesolutionbacktothegroup.

KeyNewFeatures
The11.1.2releaseofOracleEssbaseisfocusedmoreonenterprisereadiness.Assuch,therearefewer marqueefeaturesinthisrelease.However,thereareanumberofkeycapabilitiesthatenableEssbaseto betterscaleacrossanenterprise.Thefollowinginformationisasummaryofthe11.1.2release.

EnhancementsrelatedtoReliability,PerformanceandSecurity
OracleEssbasehasbeensignificantlyenhancedtosupportanumberofOracleFusionmiddleware infrastructurecomponentsincludingOracleProcessManager&NotificationServer(OPMN),Oracle EnterpriseManager(OEM),OracleDiagnosticLogging(ODL)andOracleIdentityManagement(OIM). Thesupportfortheseinfrastructurecomponentsdeliversontheenterprisereadinessthemeby deliveringunmatchedreliability,performance,scalabilityandsecurity.Customersbenefitfromlower totalcostofownership(TCO)andhigherreturnoninvestment(ROI). IntegrationwithOPMNallowsforfailingoverofEssbaseagentandserversfromonephysicalnodeto anotherduetohardware/softwarefailure.Supportedfeaturesinclude:activepassivefailover,

OracleEssbase11.1.2

Summary
automaticdetectionofEssbaseagent/serverstateandmanagingstartup/shutdown,sharedstorageand readwritesupporttoshareddisk.IntegrationwithOEMsimplifiesadministrationbyprovidingrealtime monitoring,reportingandadministrationofEssbasedeployments. IntegrationwithODLsimplifiesadministrationbyprovidingcentralizedlogging,erroridentificationand resolutioncapabilities.IntegrationwithOIMsimplifiesadministrationanddeploymentsbyenabling singlesignon,authenticationandauthorizationcapabilities.

EnhancementsrelatedtoUsability
OracleEssbasehasbeensignificantlyenhancedandnumerousnewfeatureshavebeenaddedto significantlyimproveusabilityanddelivermarketleadinginnovation.Newfeaturesincludeallocations& customcalculationsonASO,EssbaseADFcontrols,webservicessupport,ASOMDXformulaeditor, HyperionSharedServicessecuritysynchronizationremovalandSQLNetsupportetc. Allocationrefertotheprocessoftakingavalueandsplittingitacrossasetoftargetsbasedona criterione.g.splittingtheCEOssalaryacrossbusinessfunctionslikefinance,marketing,salesetc. Customcalculationsrefertotheabilitytoperformcalculationslikeaddition,subtraction,divisionand multiplication.Thesupportforallocationsandcustomcalculationswillbeavailableprogrammaticallyvia APIslikeCAPI,JavaApi,MaxLandalsothroughCalculationManager,aneasytousegraphicalinterface fordefiningcalculations. ASOMDXformulaeditorprovidesagraphical,easytouseinterfacefordefiningandmanagingMDX formulas.Theeditorstemplatedrivenapproachdeliversproductivityenhancementsbyautomatingthe repeatabletasksduringformuladefinition. HSSsynchronizationremovalsimplifiesandstreamlinestheuserauthenticationprocessbynothavingto storeandmanageusercredentialsinmultipleplaces.ThestreamlinedprocessusesHSSsolelyforuser authenticationreducingmultiplepointsoffailure. SQLNetsupportdeliversimprovedEssbasedataloadperformanceagainstOracledatabases.In addition,OracledatabasefeatureslikeRAC,Clusteringetc.canalsobesupported.

EnhancementsrelatedtoEssbaseStudio
TheEssbaseStudioofferinghasbeensignificantlyenhancedandnumerousnewfeatureshavebeen addedtosimplifytheadministrationandapplicationdevelopmenttasks.Majorenhancementsinclude abilitytomove/copy/backupstudiocatalogviaimport/export,improvementsarounddatasource handlingviaabilitytoadd/removesourcedatatable/columns,supportforODBCDSNsources,support fornamedlevel/generations,betterhandlingoftextmeasuresviacustomtextlistmappings,tighter OBIEEintegrationwithStudiobeingabletoreadthehierarchydefinitionsviadirectaccesstoOBIEE businessmodelingandmappinglayerandaccessibilitysupportviasection508support.

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EnhancementsrelatedtoCrossPortfoliosupport
OracleEssbasehasbeensignificantlyenhancedtosupportanumberofFusionERPapplications includingFinancials,CRMandProjects.OracleEssbaseisakeyinfrastructurecomponentoftheFusion MiddlewarestackandisusedtodeliversreportingandanalyticscapabilitiesforanumberofOracles ERP,CRMandEPMapplications.EnhancementsincludenewfeatureslikeissuingMDXqueriesvia PL/SQL,EPMArelatedenhancements,HyperionPlanningrelatedenhancementsetc.

OracleEssbase11.1.2

TableofContents

ExecutiveSummary..............................................................................................................................................2 KeyNewFeatures...............................................................................................................................................................2 EnhancementsrelatedtoReliability,PerformanceandSecurity........................................................2 EnhancementsrelatedtoUsability..................................................................................................................3 EnhancementsrelatedtoEssbaseStudio......................................................................................................3 EnhancementsrelatedtoCrossPortfoliosupport.....................................................................................4 Lesson1:BuildingQuickEssbaseCubes......................................................................................................6 BuildingQuickEssbaseCubes.......................................................................................................................................7 Lesson2:CreatinganEssbaseCubewithStudio....................................................................................16 Overview&Objective ......................................................................................................................................................17 Exercise1 Exercise2 Exercise3 Exercise4 Exercise5 Exercise6 Exercise7 DataSourceandMiniSchemaCreation......................................................................................17 CreatingFolderStructures ...............................................................................................................25 ManagingHierarchies........................................................................................................................29 CubeSchemaCreation.......................................................................................................................39 SettingEssbaseProperties ...............................................................................................................48 EssbaseAliasTable.............................................................................................................................63 DrillThroughReports........................................................................................................................69

Lesson3:EssbaseIronChef...........................................................................................................................78 Overview&Objective ......................................................................................................................................................79 Exercise8 Exercise9 AddingQuickValuewithOracleEssbase...................................................................................79 CreatingaCubefromaCustomerReport..................................................................................80

Lesson4:DateTime,Text,andVBA...........................................................................................................81 Overview&ObjectiveWorkingwithDateTimeDimensions.....................................................................82 Exercise10 ExpandingEssbasewithDateLogic.............................................................................................85 Exercise11 OptimizingMDXFormulae ...............................................................................................................85 Exercise12 CreatingSmartViewTemplateswithVBA................................................................................86

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Lesson1

BuildingQuickEssbaseCubes

Lesson1:BuildingQuickEssbaseCubes
Aftercompletingthislessonthestudentshouldbeableto:

IdentifykeytoolsforquicklybuildingEssbasecubes IdentifykeyreportingcomponentsforeffectivelyhighlightingEssbasecubes Summarizethekeynewfeaturesinthe11.1.2release

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BuildingQuickEssbaseCubes
Thissectiondoesnotcontainanyexercises.Thesectionispresentedasa PowerPointpresentationthatsummarizestipsandtricksforcreatingand presentingEssbasecubes.Theslidesthatfollowarethesameusedbythe instructor.Allnewfeaturesforthe11.1.2releasearesummarizedinthe precedingsection.Thereareslidessummarizingthenewfeaturesincluded below.

Essbase Provides a Recipe for Quick Value Multi-dimension and Hybrid OLAP engine:
Robust ad-hoc interactivity Drill-down Multi-dimensional Navigation Synthesizing information Warehouse Advanced calculations Scenario modeling (what-if) Data SQL

Essbase OLAP modes:

Stored OLAP (MOLAP) Hybrid OLAP (HOLAP) Relation OLAP (ROLAP)
Essbase Cube End User

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Value of Essbase in the Enterprise

Unsurpassed ad-hoc/analytic capabilities Scenario Modeling (what-if analysis) Simplify and accelerate BI Process (self-service analysis) Open access and deployment via standards

Essbase Advantages over Standard ROLAP Expanded hierarchies

Alternate hierarchies Hierarchies in all dimensions

Greater breath of analytic ability

Purpose built dimensional calculation engine Hundreds of prebuilt functions, extensible calculator

Speed and simplification

Optimize for analytics Eliminates or minimizes need for aggregate tables Simplified build process minimizes ETL requirements Rapid aggregation of intersections and derived in memory calculations as desired Incremental data loading while maintaining user access

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Essbase Advantages over Other OLAP Multi-platform support Scalability:

User concurrency Data volumes Calculation capability

Enterprise Management:
Session management Fewer cubes

Analytic Breadth:
No measure group requirement Write-back and scenario based analysis

Lower TCO

Extreme Performance
Identical Hardware Load & Calculation Time in Minutes
350 300 250 200 162 150 100 50 0 6 4 20 2 0.01 0 0 10 7 294 14 11.9 12 10 60 8 50 40 30

50 Concurrent Users Query Response Time in Seconds

90 80 70

50 Concurrent Users CPU Utilization %

83

Competing Vendor

Essbase

Competing Vendor

Essbase

Competing Vendor

Essbase

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Standards Based Query access

MDX SQL

Multiple and cross platform deployment

Unix, Linux, and Windows 32 / 64 bit

Optimization
Partitioning Clustering Tuning Trickle Feed

Pervasive, Multipurpose BI & Analytics Scenario Q&R EPM Workspace Ad-Hoc / Analytics Modeling

Applications

Common Enterprise Information Model (semantic layer)

BUSINESS INTELLIGENCE FOUNDATION Common Enterprise Information Model BI Server Predictive Analytics

Essbase

ETL, Data Source Security, Clustering, DRM

OLTP & ODS Systems

Data Warehouse Data Mart

OLAP

SAP, Oracle, Siebel, PeopleSoft, Custom

Excel XML

Business Process

Copyright 2008, Oracle and/or its affiliates. All rights reserved.

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Oracles BI Platform - Leveraging the Warehouse

Data Integration Ad-hoc Analysis Interactive Dashboards Desktop Gadgets Reporting & Publishing Proactive Detection and Alerts Disconnected & Mobile Analytics MS Office & Outlook Integration

Essbase
Advanced calculation engine Analytic Modeling and Analysis Scalability

OBIEE
Intelligent Request Generation and
Optimized Data Access Services

Simple aggregations to complex crossdimensional allocations Relationship aware Application wide or subset specific Conditional and procedural logic

Hierarchy-based navigation Centralized dimensional maintenance Financial and time intelligence Scenario-based and what-if analysis

Multi-user read write Incremental data loading High user concurrency Multi-platform 32/64 bit
support

Open APIs

OLTP & ODS Systems

Data Warehouse

Oracle PeopleSoft, Siebel, SAP Custom Apps

Business Process

Tools of the Trade Making the Quick Meal

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The Data Equivalent of a Food Processor Visual Explorer

Who:
Hard core analyst Power user

Dynamic, adaptive visualization of data Advanced insight through drag-and-drop Maintain insight with increasing business dimensions Statistical Analysis Dashboard Display Customizable UI

The Ultimate Mixer (move over Kitchen Aid) Advanced Office Integration
Who:
Power user End user

Capabilities across:
Excel Word PowerPoint Outlook

Ad-hoc and free form analysis Function-based grids Dynamic data points Multi-source reporting Application forms

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The Blast Chiller Essbase Application Manager Quick prototyping Copy and paste to and from Excel Disconnected outline and rule creation Notes:
BSO only Save outline convert to ASO Essbase 6.5.x No new features Save as into newer server Not supported, not for customers

The Double Oven Essbase Studio Make muffins and pizza at the same time- amazing!
Data Warehouses

HR

Payroll Sales
MDM Oracle Scripts Flat-files SAP

Planning Finance Inventory

Customer Profitability

OBIEE

Marketing
Drill through

Proliferation of data sources Inter-related and dependent applications Source-type specific modeling & construction environments

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Going from Source to Essbase

1. 2. 3. 4. 5. 6.

Map data source Map Essbase target Model data source(s) Create hierarchies Create cube schema Deploy Essbase model

Essbase Studio - Layout

Metadata Navigator A tree view of the metadata repository Minischema tab in the Data Source Navigator

A dimension element that is bound to a physical column in the database Folders created by user to organize contents in the repository

Data Sources tab in the Data Source Navigator

A dimension element of that is of a measure type Thumbnail navigator to obtain a miniaturized view of the minischem Cube schema A higher level metadata element that consists of hierarchies and measures.

Hierarchy - A higher level metadata element that has been created from base dimensional elements Essbase Model A cube schema that has all the properties necessary to create an Essbase application

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Looking toward the Future

Essbase in the Middle Embedded fusion application engine Financials CRM Projects Enterprise Readiness Oracle Process Manager Multi-node failover and High availability Automated detection of service state Read/write support of shared disk Oracle Enterprise Manager Oracle Diagnostic Logging Oracle Identity Manager

Looking toward the Future

Analytic Capability and Usability Aggregate Storage allocations and procedural logic Analytic Data Framework toolkit Web services support SQL .NET support Open Access
MDX via PL SQL query access to Essbase cubes 508 compliance for Essbase administrative UI Thin client dimension modeling, editing, and cube management

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Lesson2

CreatinganEssbaseCubewithStudio

Lesson2:CreatinganEssbaseCubewithStudio
Uponcompletionofthissessionthestudentshouldbeableto: Createarelationalsourcedatabase MapconnectionsintoEssbaseStudio Completeallstepsrequiredtodeployacubefromarelationaldatasource

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Overview&Objective
TheobjectiveofthisseriesofexercisesistoprovideabroadoverviewofEssbase Studiocapabilitiesthatcanbeusedinthecreationofcustomdemonstrations andPOCs.Theseexercisesfocusonarelationalmodel,butthemajorityofthem canbeusedwithflatfilesaswell.Theoneexceptionisthecreationofthemini schema.ThedriverusedbyEssbaseStudioonlyallowsselfjoinsforparent/child buildsonafile.Youcannotcreatejoinsbetweenfiles.

Exercise1 DataSourceandMiniSchemaCreation
1) OpentheEssbaseStudioConsoleandlogin. 2) Createanewdatasource.RightclickonDataSourcesandselectNew>DataSource

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3) GivethenewsourceanameofTBC_newandauser/passwordofTBC.

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4) Selectthefollowingtables,asshown:

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5) CreateanewminischemathenamewilldefaulttoTBC_newschema.

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6) Populatetheschemawithallthetables:

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7) Wedonotwanttocreateanymetadataelementsatthistime:

8) WhenyouselectFinishthenewconnectioniscreated:

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9) Theminischemaopens:

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10) DoubleclicktheTBC_newSchematabatthetopofthescematomaximisethe display

11) Addthejoinsasshownbelow,includingtherecursive(parent/child)joininthe Measurestable.

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Note:IamdisplayingCrowsFeet,ratherthatarrow,thisisanoptioninStudio(Edit >Preferences);also,afterjoiningthetablesIhaveaskedStudiotolaythemoutto getthisdisplay.

12) ReturntheSchemadisplaytoitsstartingsize(doubleclickthetabagain)andthen closeitbyclickingontheXinthetab.Savethechanges,whenprompted. Thenewdatasourceisnowreadytobeusedtocreatethedimensionelementswe need. EndofExercise

Exercise2 CreatingFolderStructures
Itisnotalwaysnecessarytomanuallypositiontheelements,butthisgivesus controloverwheretheyarestored,sowecancreatealogicalstructureandfind everythingeasily.

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1) CreateanewfolderunderDimensionElements,calledTBC_new.Rightclick onDimensionElementsandselectNew>Folder.

2) NamethefolderTBC_new.

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3) ExpandthetablesintheTBC_newdatasourceanddragthefollowingelementsinto thenewfolderyoujustcreated. TableName Sales Measures Product Market Family Region Scenario 4) Wewanttoaddcolumnsbasedonthedate(suchasmonth),tocreatetherequired dateelements,rightclickonTransdateintheTBC_newfolderandselectCreate DateElements ColumnName Amount Transdate Parent Child SKU Ounces State Family Region Scenario

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5) Selecttheelementsrequired,asbelow:

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6) Notethattheelementsarecreatedforusautomatically.Wecouldhavedonethis manuallybyselectingNew>DataElement.DoubleclickonYeartoseewhathas beencreated.

7) WehavenowcreatedalltheDimensionElementsweneedandcanproceedonto EssbaseStudioWorkshopStage3.docxtocreatethehierarchies. EndofExercise

Exercise3 ManagingHierarchies
1) CreateanewfolderunderthefolderHierarchiesalsocalledTBC_new.

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2) Createanewhierarchyunderthisfolder

3) TypeTimeintotheNamefielditrenamesthetab.

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4) DragtheYearfieldfromtheTBC_newDimensionElementsfolderintotheHierarchy column:

5) DragtheQuarterfieldovertheYearfieldinthehierarchywindow,soitwillbe addedasachild:

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6) RepeatforMonth.

Donotcreatethishierarchydowntothedateleveltheformatusedtobuild thedimensionandthedataaredifferent,sonothingwillload.Assoonaswe havesortedoutthereasonand/oraworkaround,thisdocumentwillbe updated. 7) Save&thenselectPreview.

8) Thesequenceisabitrandom!Weneedtofixthis.PressOKandthenClose. 9) OpentheMonthDimensionElementbydoubleclickingit,orrightclickandselect Edit.

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10) SelecttheTRANSDATEfieldfromtheTBC_newconnectionSALEStableandaddto theSortSequenceandthenselectOK.

11) RightClicktheTimehierarchyandselectPreview.

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Youwillnoticethatitnolongerdisplaysalltheelements,sowecannotfullycheck thesortingthisappearstobeafeature,butdoesmakesense:wedonotwantto sort/selectthewholefacttable. 12) Repeatsteps3.1to3.6tocreatehierarchiesforthefollowingmembersandaddthe indicatedsorting(as3.9): HierarchyName Measures Product Member Parent Child Family MemberSortField(table.column) Measures.Sortkey

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Region Scenario 13) OpentheProducthierarchyandaddtheelementOuncesasasiblingofFamilyand thenaddSKUagainasachildofOunces. SKU Region State Scenario Product.SKU Region.Region Market.State

14) OpentheScenariohierarchyandselectAdd>Adduserdefinedsiblingfromthe buttoninthebottomrightofthescreen.NametheitemForecast.

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15) RepeatfortheitemsVarianceandVariance%.

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16) SaveandPreview

Note:thatthedisplayappearstoshowmultiplehierarchiesthisisnothowit willbebuiltinEssbase. 17) ClosetheSampleandthehierarchy.

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18) Inasimilarway,wenowcreateaViewHierarchywiththeelementsDaily,QTD,YTD.

19) Youmayhavenoticedthatasweaddedtheseuserdefinedelements,theywere automaticallyaddedintothefolderwecreatedthehierarchyin.

WecouldhavecreatedtheseelementsmanuallyinStage2andthenwewould havebeenabletopositionthemwherewewanted.Similarly,whencreating hierarchies,youcandragelementsdirectlyfromthedatasourcesintheright handviewpaneandtheywouldagainhavebeenaddedautomaticallytothe folderwherethehierarchyis. EndofExercise

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Exercise4 CubeSchemaCreation
1) RightclickontheCubeSchemasfolderandselectNew>CubeSchema.

2) NametheSchemaTBC_new. 3) SelecttheAMOUNTcolumnfromDimensionElements\TBC_newfolderandaddto theMeasuresGroup:

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4) AddthehierarchiesshownbelowtotheHierarchiessection:

Note:thattheorderinwhichtheyareaddedwilldeterminetheorderinwhichthey appearwithinyourEssbasecubeandthereisnowaytoresequencethemhere. 5) SelectNextandchecktheboxtocreateanEssbaseModel.SelectMeasuresasthe AccountsDimension.

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Note:AnEssbasemodelisalocalrepresentationofthestructure.AnEssbase outlinewillNOTbecreatedatthisstage.

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6) PressFinish.

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7) CreateanEssbasecube.Rightclickablankareaofthemodelworkspace(orthe modelnameintheNavigatorpane)andselectCubeDeploymentWizard.

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8) SelecttheEssbaseServer,ApplicationandDatabasenameandpressFinish.

Notethestandardoptionsforoutlinebuild,dataloadorboth,asinEIS.Thereis alsoanewoptiontoCreateandsaverulefileonly.Thiswillpopulatetheloadrules ontheEssbaseserver,wheretheycanbescriptedviaMaxL. Theprogresswindowdisplays.

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9) Hopefully,youwillseeasuccessmessage!PressOK.(Sometimesitdoesnot display.)

10) SelectCancelTheFinishbuttonwillcauseittoregeneratethecube!

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11) WecanlaunchEssbaseAdministrationServicesdirectlyfromStudio.

12) SingleSignonasusual!(ensuretheUsernameiscorrect,thedefaultisadmin.)

13) EASopens,notethatthisisadifferentskintoEASthanwhenlaunchednormally(I preferit,butthereareacoupleofplaceswhereitdisplayswhitetextonawhite background!).

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14) NavigatetotheApplication/databaseyoucreatedandopentheoutline.

15) Confirmthedimensionshavebuiltcorrectlyandthesequenceiscorrect.

16) Closetheoutline.

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17) WehavesuccessfullycreatedanEssbaseoutline,buthavenotspecifiedanyofthe propertiesweneed:Time;Alias;DynamicCalc,etc.Also,wehavecreatedaBSO cubeandwewanttocreateanASOone,sodeletethisapplicationbefore proceeding.

EndofExercise

Exercise5 SettingEssbaseProperties
1) WecangettotheEssbasePropertiesinavarietyofways.Rightclickonthefield Measures>ChildandselectEssbaseProperties.Alternatively,wecouldhave doubleclickedthefield,orrightclickedontheEssbaseModelintheNavigator window.

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2) TheEssbaseModelPropertiesopenswithfocusontheelementwehadselected.

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3) HerewecanspecifyallthestandardEssbasepropertiesthatweneed,dividedinto appropriatetabs.

4) AddthefollowingselectionstotheCHILDelementasExternalSource.Notethatwe arenotaddinginformationthatrelatestoBSOmodels(TwoPass,DataStorage,etc.) aswearecreatinganASOmodel. Tab Info Formula UDAs 5) Fromherewecancontrolallmembers,aswellastheoverallmodelpropertiesby selectingadifferentelementinthelefthandwindow.Setthefollowingproperties forthespecifiedelements. Field Consolidation Formula UDAValue Value CONSOLIDATION FORMULA_ASO VARIANCEREPORTING TIMEBALANCE UDA

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Member TBC_newModel Tab General Field ASOStorage Model NameinCube Dimension Type Storage Hierarchy Settings Storage Hierarchy Settings Formula Setting Yes

Time

General Info

Year Time

Measures

Info Outline Build Info Outline Build Formula

LabelOnly DynamicatDimensionLevel

Scenario

LabelOnly DynamicatDimensionLevel

Variance

IIF( IsUda([Measures].Cu rrentMember,"E"), [Actual], [Budget] ) [Budget]

[Actual]

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Variance% Formula Formula IIF( IsUda([Measures].Cu rrentMember,"E"), ([Budget] [Actual])/[Budget]*100, ([Actual] [Budget])/[Budget]*100 View Outline Build Info Formula Hierarchy Settings Storage Formula )

DynamicatDimensionLevel

QTD

LabelOnly Sum( CrossJoin(

PeriodsToDate( [Year].Generations(3)) ) YTD Formula Formula Sum( CrossJoin( ) ,{[Daily]}

PeriodsToDate( [Year].Generations(2)) ) ) ,{[Daily]}

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Ounces General Essbase attributefor SKU Trueselectthecheckbox

Attributetype Numeric

6) 5.6ClickApply,thenCloseandyouwillgetthismessage

7) SelectYestogetthismessage.WearebuildinganASOcubeandthesystemis tellingusnottomakeTimeSparse.Donotdothisinfrontofcustomersalways maketheTimedimensionDensebeforerunningthis!

8) Closethisbox.NotethatyouhavebeenreturnedtotheModelPropertiesscreen (incaseyouwanttodoanythingaboutthewarnings),soselectCloseagain.This timeitwillclose!

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9) RightclickthemodelnameandselecttheCubeDeploymentwizard.

10) EnterthedatabasenameofTBC_newifitcomesupwithanameintheDatabase field,italreadyexistsinwhichcaseyoushoulddeletethisapplicationfromEAS beforecontinuing(youcanupdateadatabasehere,butifTBC_newalreadyexistsit isprobablytheBSOmodelwecreatedearlierandcannotbeconvertedtoASO).

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11) SelecttoBuildoutlineandloaddataandOverwriteexistingdata.

12) 5.12PressFinish

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13) Theloadwill(probably!)fail.SelectOKandthenCancel.

14) LaunchEASfromtheToolsmenu.

15) NavigatetotheTBC_newapplicationandviewtherulesfiles.

Onerulehasbeencreatedforeachdimension(includingattributedimensions). Thesecannotbemodifiedoropenedinthisinterface(thisisbecausetherule maybesetforVaryingAttributes,whicharenotsupportedintheLoadRule GUI). Thereisalsoaruleforthedataload,thatwillbenamedafterthedatabase, whichcanbeopened.

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16) Openthedataloadrule(Main)andopen/runtheSQLsavedwithit(note:Data source,userandpasswordareallTBC).

17) Therulelookscorrectalldimensionsarelistedandnamedcorrectly.Validatethe rule.

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18) Savetheruleandthenexecuteit(rightclickonthedatabasenameandselectLoad Data).

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19) ChangethedatasourcetoSQL,selecttherulesfileandentertheUser name/passwordandselectOK.

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20) Therulehascompletedwithwarnings,buthasloadeddata.Confirmthisbylooking atthedatabasepropertieswehaveloaded21thousandcells.

21) RightclickontheModelnameandselectShowDeploymentHistory.

22) Thiswillshowacompletehistoryofalldeployments.

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23) Followthedeploymentsuggestionaboveandtwosuccessfulentrieswillbeadded totheend.

Ifyougetthewarningthatadministrativetasksarebeingcarriedoutsothe deploymentcannotbecompleted,stoptheapplicationinEAS.Thiswillensure alllocksarecleared. 24) Rightclickonanyoftheelements,hierarchiesorthemodelandselectShow lineage.

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25) Fromherewecandoubleclickonanyelementtomakeitthefocus.

26) OpenExcelandconnecttothecubetoshowSmartViewcapabilities(ifrequired).

EndofExercise

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Exercise6 EssbaseAliasTable
1) FromtheToolsmenu,selectAliasSetManager.

2) Selecttoaddanewset.

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3) NamethenewAliassetTBC_new.

4) Selecttoaddanewbinding.

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5) Wecannowlinktheelementsweareusing(theSource)toaspecificdatabase column(theBindingexpression).LinkSKUtoProduct.SKU_ALIAS.

6) SelectOKtosavethisbindingandtobeabletoaddmore.

7) SelectOKagaintosavethisAliasSet.

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8) ThisAliasSetcannowbelinkedtomanyEssbasemodels,ratherthanhavingtoset upthelinkageindividually.OpentheEssbasepropertiesscreen(see5.1ifstuck). AgainsttheAliastabforthemodel,youcanaddeachaliastablerequired.

9) Closethisscreen(savingthechanges)andredeploythemodel.

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10) Selecttobuildtheoutlineonly.

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11) OpentheoutlineinEASandexpandtheProductdimension.

12) Noaliasesaredisplayed.ThealiastablewehavecreatedisnamedaftertheAlias Set.Undertheoutlineproperties,wecanseethatouraliastablehasbeencreated, butisnotactive.

13) Ifrequired,makethetableactiveandshowinEASorSmartView. EndofExercise

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Exercise7 DrillThroughReports
1) RightclickontheDrillThroughreportsfolderandselecttocreateanewone.

2) RenamethereportDetailandselecttoaddintersectionlevels.

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3) ExpandthehierarchiesnodeandthenTBC_newtogettoourhierarchies.(Note thatonlythosefoldersthatcontainahierarchystructurearedisplayed.)

4) SelectTime,Product,ScenarioandRegionandpressOK.

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5) Wecannowselecttheintersectionlevelsthatareapplicableforthisreport.

6) SelecttheReportContentsTab.

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7) Addthecolumnsrequiredforthisreport.Selectallrequiredcolumns(usingcontrol click)wecanreorderthemafterwards.

8) Usetheupanddownarrowsontherighttogettherequiredsequencetogeta selectionsimilartothis(notethatIhaveaddedAMOUNTtwice).

9) SelecttoSumtheAmountcolumn.

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10) Thenrenamethesecondamount(AMOUNT_1)andselecttoshowtheCount. 11) Addanysortingrequired.

12) PresstheTestbuttonandfillintheparametersandselectShowResult.

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13) GototheAssociationstab.Alldatabasesthatusethecombinationofdimensions wehaveselectedaredisplayed.

14) Checktherequireddatabase(s)andsave.Notethatnofurtheractionisrequired. Thisreportisimmediatelyavailableforthesedatabaseswithoutanyother change/update. 15) OpenExcelandconnecttothedatabaseinSmartViewandstartanadhocquery. Foreaseofvisibility,setyourstylestohighlightdrillthroughreports.

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16) Drilltoalevelwherereportsareavailableandselectadatacellwhereitis highlighted.Notethatthedrillthroughreportisshownasacomment.

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17) Toexecutethedrillthroughreport,rightclickthecellandselectHyperion>AdHoc Analysis>DrillThroughReports.

18) Selecttheappropriatereport(ifmorethanone)andselectLaunch.

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19) Anewtabopenswiththereport.

EndofExercise

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Lesson3

EssbaseIronChef

Lesson3:EssbaseIronChef
Uponcompletionofthislessonthestudentshouldbeableto: CreateanEssbasecubefromaflatfiledatadump CreateanEssbasecubefromacustomerreport

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Overview&Objective
Quiteoften,acustomerwillgiveyouadatadumporareportandaskyoutoprovevaluewithEssbase. Othertimes,youneedtoproactivelyseektheedatasources.Regardlessofhowyouobtainthedata gettingeitheralimiteddatadumporareportisanidealwaytosourceanEssbasecube.Essbaseisall aboutthedata,allaboutthereport.Thesesourcesprovide: Dimensionality Seeddata Hierarchies Reportingrequirements

Takingoneofthesedatasourcesandshowingthecustomervaluewiththeirowndataisthebestwayto drivehomethevaluethatEssbasecanprovidetoanorganization.

Exercise8 AddingQuickValuewithOracleEssbase
TheStateofCalifornianeedsarecipebettermanagefunds.Giventhecurrent economicclient,itisimperativethattheymanageaninevitablyshrinkingbudget byoptimizingfundsspentonStateprogramsandcontracts.Theyneedtobeable toanswerthefollowingquestions: Wherearewespendingthemajorityofourcontractdollars? Ofthosecontracts,howmanyarecompetitive? DowehavecontractswithopenPOvalue?Ifso,whatdepartmentsare thesein? Ofthecontractdollarswhatpercentagearespentondemographic groups(smallbusinesses,veteransgroups,etc)? Ifwetakea10%budgetcutshouldthisbeappliedacrosstheboard,or aretheircontractualareasthatwecouldeliminatealltogethertobetter absorbthebudgetshortfall? Whatpercentageofcontractsareamended?Assumingtheseaccountfor anincreasedbudgetimpact,whatareasareamendedmostoften? Whichvendorisgettingthemajorityofcontractdollars?Doesthishold trueacrossallcontracttypes?Arethesecontractscontestedclosed?How oftendoesthestateacceptabidthatisnotthelowestspend? 79

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Whatpercentageisagivencontractofthetotalspend?

Whilethisprojectisaimedathelpingthestate,thesourceinformationis publicallyavailable.Wecouldeasilyusethisinformationtohelpvendors understandhowthestatespendsmoneyandhowtobetterpositiontheir productsandservices. Youcanbuildthecubeusinganymethodyouchoose.Youwillbejudgedon tastefuldesign,executionoftechniques,andoriginality.However,please completesteps13withina90minuteperiod.Thesecretingredientsforthis challenge:

1) UsetheSCPRS.txtfiletocreateanEssbasecubetoanswerthequestionslisted above. 2) Createatleasttworeportstosupportansweringthequestionslistedabove. 3) ForthisexerciseyouonlyneedtocreatetheEssbasecube.However,amore completesolutionmayincludeadditionalcomponents.Listanyadditional components,analyticcapabilitieswemightbeabletousetoshowvalueinthis demo. EndofExercise

Exercise9 CreatingaCubefromaCustomerReport
Forthiscasestudyyoushouldcompletethefollowingsteps:
1) ReviewtheDailyOperationsSnapshot09202006.xlsspreadsheetfoundinthe EssbaseAdvanced/VanguardPOCfolder. 2) Basedonyourreviewdothefollowing: a. CreateanEssbasecubethatcouldbeusedtoreplicatethereports b. LoaddatafromtheDailyOperationsSnapshot09202006.xlsspreadhseet c. CreateatleasttworeportsfromtheEssbasecube

Youcanbuildthecubeusinganymethodyouchoose.Youcanalsochooseany mediumforpresentationofthereports.Completesteps13withina90minute period.

EndofExercise

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DateTime,Text,andVBA

Lesson4:DateTime,Text,andVBA
Uponcompletionofthislessonthestudentshouldbeableto: CreateaDatetimedimensioninandASOoutline CreatesimpleVBAtemplatesinSmartView BuilddateandtextmeasurecapabilitiesintoEssbase

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Overview&ObjectiveWorkingwithDateTimeDimensions

Date-time Dimensions
Automated Time Dimensions
Gregorian Manufacturing ISO Fiscal Retail

Expanded Functionality
Understanding time as a continuum Cross-tab reporting of time MDX Functions to work with time Loading based on time stamp

TheabilitytoproperlydiscernthedatevaluefromonemembertoanotherinanEssbaseoutlineis somethingthathasbeenachallengeoftheyears.Theconceptofatruedatetimetypedidnotexistin Essbaseuntilthe9.3.xrelease.WiththisreleaseseriesASOmodelhavetheabilitytodiscernthefinite datevaluebetweenmembersinthedatetimedimension. Thedatetimedimensiontypeiscreated,usingeitherEssbaseStudioortheDateTimedimensionwizard inEssbaseAdministrationServices.TheDateTimeWizardletsyouchoosefromaseriesoftemplate basedcalendarsandrefinethescopeandspecificsofagivencalendar. Thisexerciseasksyoutoaddtimeintelligencemetricstoanoutlinethathasadatetimedimension.Use thefollowingfunctiondefinitionsasareferencetohelpyoucreatethepropermemberformulae: DateToMember(<date>,<dimensionorhierarchy>[,<genlev>]) Givenadate(representedasanumberinAnalyticServicesMDX),thisfunctionwouldreturnthe memberfromadatehierarchyoftheinputdimensionfromthespecifiedgeneration.Default hierarchyisprimaryone,defaultGenerationislowestgeneration. DateRoll(<date>,<date_part>,<number>) SupporteddatepartsarethestandardTimeperiodssuchasDP_Year,DP_Month,DP_Quarter,

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DP_Week,DP_Day.Thisfunctionrolls(addsorsubtracts)ndatepartstotheinputdateand returnsadateintermsofthestandardGregoriancalendar. DateDiff(<date1>,<date2>,<date_part>) Thisfunctionreturnsthedifference(number)betweentwoinputdatesintermsofspecified dateparti.e.DP_Year,DP_Quarter,DP_Month,DP_Week,DP_Day. DatePart(<date>,<date_part_ex>) ThisfunctionreturnstheYear/Quarter/Month/Week/Day/DayOfYear/Weekdayasanumber, giventheinputdateandadatepart,followingthestandardGregoriancalendar Today() ThisfunctionreturnsthecurrentdateonthemachinerunningAnalyticServicesserver. TodateEx("internaldateformat","datestring") Returnsthedate(numeric)valuefrominputdatestringaccordingtothedateformatspecified. Ifthedateorthedateformatstringsareinvalid,anerrorwillbereturnforeithercondition.The functioniscasesensitive,sotypinginaMonthwithlowercasesuchasaprisnotallowed, extrawhitespaceisalsonotallowed(errorwillbereturned)Thisfunctionisanextensionof existingTodatefunction. FormatDate(<date>,internaldateformat) Thisfunctionreturnstheformatteddatestringforinputdate.Ifthedateorthedateformat stringsareinvalid,anerrorwillbereturnforeithercondition.Thefunctioniscapsensitive,so typinginaMonthwithlowercasesuchasaprisnotallowed,extrawhitespaceisalsonot allowed(errorwillbereturned) GetFirstDate(<member>),GetLastDate(<member>) Thesefunctionsreturnthestart/enddate(numeric)forinputdatehierarchymember, otherwisereturns#MISSING(suchaswhenmemberisnotfromthetimedimension). Aggregate(<set>[,<accounts_member>]) AggregatesameasurebasedonitTimeBalanceProperties(TBFirst,TBLast,TBAvg).Behaveslike

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SUMwhenthemeasuredoesnthaveanyTimeBalanceproperty.UsefulinwritingMDX formulasforPeriodsToDatecalculationsacrossanytypeofmetric(E.gSales/HeadCount) Notethatmanyoftheprecedingfunctionsreferenceadateformat.Theformatssupportedbythedate timetypeareasfollows: "monddyyyy",/*monshortddyyyy*/ "Monddyyyy",/*monfullddyyyy*/ "mm/dd/yy",/*mm/dd/yy*/ "yy.mm.dd",/*yy.mm.dd*/ "dd/mm/yy",/*dd/mm/yy*/ "dd.mm.yy",/*dd.mm.yy*/ "ddmmyy",/*ddmmyy*/ "ddMonyy",/*ddmonfullyy*/ "ddmonyy",/*ddmonshortyy*/ "Monddyy",/*monfullddyy*/ "monddyy",/*monshortddyy*/ "mmddyy",/*mmddyy*/ "yy/mm/dd",/*yy/mm/dd*/ "yymmdd",/*yymmdd*/ "ddMonyyyy",/*ddmonfullyyyy*/ "ddmonyyyy",/*ddmonshortyyyy*/ "yyyymmdd",/*yyyymmdd*/ "yyyy/mm/dd",/*yyyy/mm/dd*/ "LongName",/*Longdateformat:Tuesday,March14,1995*/

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Exercise10

ExpandingEssbasewithDateLogic

TheEdenElectronicsCorporationneedstoreportonaseriesoftimebased metrics.Thisexercisehasyouaddthosemetricstoyourmodel.
1) CreateanewASOcubeusingtheTIME.OTL. 2) LoadtheTIME.TXTdatafileintothecube.Itdoesnotrequirealoadrule. 3) AddthefollowingmetricsaschildrenoftheAnalysismemberintheAccounts dimension: a. Rolling5PeriodAvgSales b. DateLastSold c. DaysSinceLastSold d. Day#ofCurrentFiscalYear e. DateoutofStock(hint:considerusingtheTailfunction) f. DayoutofStock(hint:considerusingtheTailfunction)

4) OpentheTIME.XLSspreadsheettovalidateyourformulae.TheAnswerssheet containsdatacalculatedproperly.ConnecttheRetrievesheettoyourcubeand refreshtocompareyourresultstotheproperanswers. 5) YoucanusetheTIMEC.OTLtoseecompletedformulaforthedesiredmetrics. EndofExercise

Exercise11

OptimizingMDXFormulae

ThisexercisepresentsacasestudyforoptimizingandMDXformulae.Thesolutionpresentedin thisexerciserepresentsonepossiblesoutiontothisoptimizationquestion. 1) MakeacopyoftheASOSampapplication. 2) AddamemberintheAccountsdimensionnamed3MonthContribution.Thegoalis tocalculateaproducts3monthaverageTransactionscontribution%toall products3monthaverage. 3) Enterthismemberformulafor3MonthContribution:

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Round( ( ( ([Time].CurrentMember,[Products].CurrentMember,[Transacti ons]) + ([Time].CurrentMember.Lag(1),[Products].CurrentMember,[Tr ansactions]) + ([Time].CurrentMember.Lag(2),[Products].CurrentMember,[Tr ansactions]) ) / (([Time].CurrentMember,Ancestor (Products.CurrentMember, Products.Generations(2)),[Transactions]) + ([Time].CurrentMember.Lag(1),Ancestor (Products.CurrentMember, Products.Generations(2)),[Transactions]) + ([Time].CurrentMember.Lag(2),Ancestor (Products.CurrentMember, Products.Generations(2)),[Transactions]) ) ),4) 4) Savetheoutline,restrucrturealldataifprompted. 5) OpentheOptimization.xlsfile. 6) ConnecttheContributionsheettoyourcopyofASOSamp.Sampledatabase. 7) RefreshthesheetandwritedownthequeryresponsetimefromtheASOSamp applicationlog. 8) OptimizetheMDXformulafor3MonthContirbution. 9) Savetheoutlineandrestructureexistingdata. 10) RefreshtheContributionsheetinSmartViewandwritedownthequeryresponse timefromtheASOSampapplicationlog. 11) Repeatsteps810asmanytimesasnecessarytocontinuetooptimizetheretrieval time. EndofExercise

Exercise12

CreatingSmartViewTemplateswithVBA

ThisexercisewalksyouthroughtheprocessofcreatingasimpleVBAtemplateleveragingthe SmartViewforOfficeVBAtoolkit. 1) Ifnotalreadyopen,openExcel.

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2) InExcel,selectTools,thenMacro, M thenVisual V BasicEditor E toopen ntheVisualBasic B ap pplication. 3) Se electFile>ImpotFile. 4) Br rowsetothebin b directoryoftheSmartViewclientin nstallationan ndselectSma art Vie ew.bas.

Anewmoduleisdisplayedwith w alabeled dModule1(orlabeledwith hthenexthig ghest mo odulenumbe er,ifyouhave ealreadyinse ertedoneormore m modules). 5) Us sethefollowingfunctionstocreateate emplateonsh heet1: a. HYPREF FRESH b. HYPCONNECT c. HYPME ENUVZOOMIN N d. HYPME ENUVZOOMO OUT e. HYPME ENUVPIVOT 6) Te estyourtemp plateusingthe eSample.Bas sicdatabase. 7) Op pentheVBA_ _Simple.xlswo orksheet.Com mpareyourte emplatetoth hisone.Youcan c als sousethistemplatetohelpwithyoursample s code.

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8) Iftime,expandtheVBAtemplateasfollows(usetheSample.Basicdatabase): a. AddadropdownlisttothesheetthatfillswiththechildrenofMarkets. b. Basedontheactivememberinthedropdownlist,createabuttonthat takesthechildrenofthatmemberandplacesthemonthegridasrow headersforasalesreport. c. Createabuttonthattakestheattributesofaselectedproductandshows themintheExcelcellcommentforthatmember. 9) TestyourtemplateusingtheSample.Basicdatabase. 10) OpentheVBA_Extend.xlsworksheet.Compareyourtemplatetothisone.Youcan alsousethistemplatetohelpwithyoursamplecode. EndofExercise

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