activity guide.pdf

Oracle Essbase 11.1.1: BootcampActivity Guide

D70048GC10

Edition 1.0

August 2008

D56251

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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

Copyright 2008, Oracle. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free.

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U.S. GOVERNMENT RIGHTSThe U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

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AuthorsLisa AlexanderJumal Qazi

Technical Contributors and ReviewersShubho BhattacharyaArt HetheringtonSaju PhilipsSergiy PercherskyyAneel ShenkerYulia Stolerman

EditorsSusan MoxleyJennifer Stout

Graphic EditorsAsha ThampySatish Bettegowda

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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

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THESE eTable of Contents 0

Case Study 1: Bigcorp

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Bigcorp Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Analysis and Planning for Bigcorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Exercises

Lesson 1: Essbase Overview

Exercise 1.1 Housekeeping: Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Exercise 1.2 Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . 12

Lesson 2: Designing Applications and Databases

Exercise 2.1 Creating Block Storage Applications and Databases. . . . . . . . . . . . . . . 13Exercise 2.2 Creating Dimensions and Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Lesson 3: Designing Data Descriptor Dimensions

Exercise 3.1 Creating Generic Time Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Exercise 3.2 Tracking Data Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Exercise 3.3 Creating Outline Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Exercise 3.4 Creating Accounts Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Exercise 3.5 Testing Accounts Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Exercise 3.6 Creating Balance Sheet Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Lesson 4: Optimizing Data Descriptor Dimensions

Exercise 4.1 Creating Member Aliases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Exercise 4.2 Implementing Dynamic Time Series Members. . . . . . . . . . . . . . . . . . . . 22Exercise 4.3 Correcting Percentage and Balance Accounts . . . . . . . . . . . . . . . . . . . 23Exercise 4.4 Adding Variance Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Exercise 4.5 Optimizing Data Storage Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

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THESE eLesson 5: Planning Dimension Designs

Exercise 5.1 Designing the Product and Customer Dimensions . . . . . . . . . . . . . . . . 27

Lesson 6: Creating Basic Dimension Build Rules Files

Exercise 6.1 Building the Family Total Rollup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Exercise 6.2 Optional: Adding Products to the Family Total Hierarchy. . . . . . . . . . . . 29

Lesson 7: Creating Advanced Dimension Build Rules Files

Exercise 7.1 Creating Secondary Hierarchies with Parent-Child Build. . . . . . . . . . . . 31Exercise 7.2 Building the Customer Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Exercise 7.3 Optional: Adding UDAs to Customers . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Lesson 8: Loading Data

Exercise 8.1 Loading Actual Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Exercise 8.2 Loading Forecast and Actual Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Exercise 8.3 Optional: Loading Transactional Units . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Lesson 9: Getting Started with Smart View

Exercise 9.1 Connecting to Provider Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Exercise 9.2 Starting Ad Hoc Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Exercise 9.3 Customizing the Point of View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Lesson 10: Creating Reports with Smart View

Exercise 10.1 Creating Ad Hoc Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Exercise 10.2 Updating Essbase Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Exercise 10.3 Viewing Dynamic Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Exercise 10.4 Creating Smart Slices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Exercise 10.5 Creating a Custom Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Lesson 11: Data Storage and Calculation

Exercise 11.1 Calculating the Sales Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Extra Credit: Recording Detailed Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50iv Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS

COMPUTER IS STRICTLY PROHIBITED

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THESE eLesson 12: Creating Calculation Scripts

Exercise 12.1 Organizing Calculation Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Exercise 12.2 Correcting Rates and Percentages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Lesson 13: Controlling the Calculation Process

Exercise 13.1 Focusing Calculations with FIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Exercise 13.2 Calculating Conditionally with IF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Extra Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Lesson 14: Referencing Members in Calculations

Exercise 14.1 Creating Mix Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Exercise 14.2 Calculating Time Variances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Lesson 15: Creating Attribute Dimensions

Exercise 15.1 Optional: Creating the Region Total Dimension . . . . . . . . . . . . . . . . . . . 61

Lesson 16: Analyzing Varying Attributes

Exercise 16.1 Creating Varying Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . 62Exercise 16.2 Extending Varying Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . . 63

Lesson 17: Analyzing Text and Dates

Exercise 17.1 Creating Sales Risk Text Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Exercise 17.2 Optional: Creating Sales Risk Average Measures . . . . . . . . . . . . . . . . . 66

Exercise Solutions

Lesson 1: Essbase Overview

Solution 1.1 Housekeeping: Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Solution 1.2 Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . 70Essbase 11.1.1: Bootcamp vKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE eLesson 2: Designing Applications and Databases

Solution 2.1 Creating Block Storage Applications and Databases. . . . . . . . . . . . . . . 72Creating the Bigcorp Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Creating the Sales Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Reviewing the Bigcorp Application Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Reviewing the Bigcorp File Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Creating a Custom View for Bigcorp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Solution 2.2 Creating Dimensions and Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Adding Dimensions to Bigcorp Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Adding Members to the Year Tot Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Lesson 3: Designing Data Descriptor Dimensions

Solution 3.1 Creating Generic Time Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Solution 3.2 Tracking Data Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Solution 3.3 Creating Outline Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Changing Consolidation Operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Calculating Act Vs Bud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Calculating Act Vs Fcst and Bud Vs Fcst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Solution 3.4 Creating Accounts Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Solution 3.5 Testing Accounts Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Modifying the Default Database Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Connecting to Provider Services and Creating a Favorite Connection . . . . . . . . . 82Testing Outline Name Matches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Testing Accounts Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Solution 3.6 Creating Balance Sheet Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Lesson 4: Optimizing Data Descriptor Dimensions

Solution 4.1 Creating Member Aliases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Creating Year Tot Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Creating Scenario Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Solution 4.2 Implementing Dynamic Time Series Members. . . . . . . . . . . . . . . . . . . . 88Tagging Year Tot as a Time Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Enabling Q-T-D and Y-T-D Dynamic Time Series Members . . . . . . . . . . . . . . . . . 88Testing Dynamic Time Series Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Solution 4.3 Correcting Percentage and Balance Accounts . . . . . . . . . . . . . . . . . . . 90Modifying the Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Testing Calculation Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Solution 4.4 Adding Variance Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Adding Expense Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92vi Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE eAdding Variance Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Testing Variance Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Solution 4.5 Optimizing Data Storage Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Testing Default Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Modifying the Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Lesson 5: Planning Dimension Designs

Solution 5.1 Designing the Product and Customer Dimensions . . . . . . . . . . . . . . . . 96Designing Product Dimension Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Designing Customer Dimension Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Lesson 6: Creating Basic Dimension Build Rules Files

Solution 6.1 Building the Family Total Rollup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Opening a Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Setting Data Source Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Setting View Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Associating the Sales Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Adding the Product Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Selecting the Dimension Build Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Defining Field Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Validating and Saving the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Updating the Sales Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Solution 6.2 Optional: Adding Products to the Family Total Hierarchy. . . . . . . . . . . 107Connecting to the Bigcorp Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Completing the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Updating the Sales Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Lesson 7: Creating Advanced Dimension Build Rules Files

Solution 7.1 Creating Secondary Hierarchies with Parent-Child Build. . . . . . . . . . . 111Creating the Rules File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111Updating the Sales Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Solution 7.2 Building the Customer Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Starting a Rules File for the Customer Dimension . . . . . . . . . . . . . . . . . . . . . . . . 113Manipulating Data Source Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Creating Unique Customer Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Ignoring Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Replacing Text in Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Adding the Customer Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Essbase 11.1.1: Bootcamp viiKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE eCompleting the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Updating the Sales Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Solution 7.3 Optional: Adding UDAs to Customers . . . . . . . . . . . . . . . . . . . . . . . . . 126Opening the Rules File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126Modifying the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126Modifying Dimension Build Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Loading Customer UDAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Lesson 8: Loading Data

Solution 8.1 Loading Actual Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132Starting the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132Ignoring Extra Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132Defining Data Load Field Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Validating the Rules File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Loading Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Saving Data Load Choices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Viewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Solution 8.2 Loading Forecast and Actual Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Solution 8.3 Optional: Loading Transactional Units . . . . . . . . . . . . . . . . . . . . . . . . . 137

Starting the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Modifying the Date Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Modifying Field Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Defining a Data Load Header. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Modifying Data Load Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Validating the Rules File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Loading Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Viewing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Lesson 9: Getting Started with Smart View

Solution 9.1 Connecting to Provider Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Resetting the Sales Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Connecting to Bigcorp Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Solution 9.2 Starting Ad Hoc Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142Solution 9.3 Customizing the Point of View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Lesson 10: Creating Reports with Smart View

Solution 10.1 Creating Ad Hoc Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144Creating the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144viii Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE eSetting the Point of View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Solution 10.2 Updating Essbase Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Setting Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Adjusting and Submitting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Calculating Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Solution 10.3 Viewing Dynamic Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150Opening a Document with Dynamic Data Points . . . . . . . . . . . . . . . . . . . . . . . . . 150Creating a Linked View in Visual Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Solution 10.4 Creating Smart Slices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Starting a Smart Slice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Selecting Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Setting Query Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Saving the Smart Slice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Creating Ad Hoc Reports from Smart Slices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Solution 10.5 Creating a Custom Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Lesson 11: Data Storage and Calculation

Solution 11.1 Calculating the Sales Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159Resetting the Sales Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159Recording Database Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159Creating a Calculation Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160Testing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Recording Database Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162Extra Credit: Recording Detailed Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Lesson 12: Creating Calculation Scripts

Solution 12.1 Organizing Calculation Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Solution 12.2 Correcting Rates and Percentages . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Lesson 13: Controlling the Calculation Process

Solution 13.1 Focusing Calculations with FIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167Solution 13.2 Calculating Conditionally with IF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Extra Credit Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Lesson 14: Referencing Members in Calculations

Solution 14.1 Creating Mix Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Adding Member Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Essbase 11.1.1: Bootcamp ixKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE eSetting Storage Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Testing Calculation Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Solution 14.2 Calculating Time Variances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174Creating Substitution Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174Creating Variance Formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175Testing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Lesson 15: Creating Attribute Dimensions

Solution 15.1 Optional: Creating the Region Total Dimension . . . . . . . . . . . . . . . . . . 177Starting the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177Adding the Region Total Dimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177Completing the Rules File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178Updating the Sales Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Lesson 16: Analyzing Varying Attribute Data

Solution 16.1 Creating Varying Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . . 180Enabling Varying Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180Creating an Attribute Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180Assigning Base and Independent dimensions to the Attribute Dimension . . . . . . 180Assigning Managers to Product Lines According to Date Ranges. . . . . . . . . . . . 181Viewing Varying Attribute Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Solution 16.2 Extending Varying Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . 184Modifying the Product Manager Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184Assigning Varying Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Lesson 17: Analyzing Text and Dates

Solution 17.1 Creating Sales Risk Text Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Enabling Typed Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Creating a Text List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Populating a Text List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Associating Text Lists with Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188Updating Sales Risk Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Solution 17.2 Optional: Creating Sales Risk Average Measures . . . . . . . . . . . . . . . . 190Creating a Calculation Based on the Sales Risk Measure. . . . . . . . . . . . . . . . . . 190Testing calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Case Study 2: Country Kitchen Desserts

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193x Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE eCase Study Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194Country Kitchen Desserts Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194Analysis and Planning for CKD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196Phase IDesigning and Creating the CKD Outline. . . . . . . . . . . . . . . . . . . . . . . . . . . 204Phase IILoading Data and Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213Phase IIICalculation and Tuning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216Case Study Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222Phase I Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Implementing Dynamic Time Series. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222Creating an Alias Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Phase II Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229Connecting to the Essbase Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230Creating the CKD Income Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231Setting POV Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232Setting POV Regions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234Setting POV Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236Formatting the Income Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236Creating the Product by Salesperson Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . 237Setting the Product by Salesperson POV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239Formatting the Product by Salesperson Report . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Phase III Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240Adding Dynamic Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242Calculating Product Share:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243Calculating Market Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244Calculating Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246Adjusting Budget Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247Essbase 11.1.1: Bootcamp xiKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


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THESE e

xii Essbase 11.1.1: Bootcamp

KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

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THESE eKIT MATERIALSC a s e S t u d y 1

Bigcorp 1

OverviewThis 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. ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

Case Study: Bigcorp

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THESE eBigcorp OverviewThe Bigcorp corporation typifies the modern business experience: initial success followed by competitive challenge.

Company HistoryIn 1978, a young Silicon Valley engineer founded a company that manufactured hard drives. A small operation at first, the company partnered exclusively with local computer manufacturers. As the market for personal computers grew during the 1980s, Bigcorp branched out, distributing and selling its hard drives throughout the United States and the world.

Bigcorp TodayToday that Silicon Valley startup is a multimillion-dollar market leader in the hardware technology sector. Bigcorp, still headquartered in the Silicon Valley, is owned by Hoch Enterprises International, a business conglomerate. Hoch Enterprises operates Bigcorp within the United States, and Global Technology Hard Drives, Inc., a sister company to Bigcorp, operates Bigcorp outside the United States.

Current Business ChallengesOver 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.2 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Case Study: Bigcorp

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THESE eAnalysis and Planning for BigcorpThe management team at Bigcorp has employed you to build a block storage database that provides the information that they require and that uses data extracts from their existing systems.

Participant Information

Data DeterminationsThe 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.

Budget data is created by the budgeting team in Excel spreadsheets. The design team decides to grant the budgeting team security permissions to send their data directly from Excel to the Sales database.

Forecast data is created by the sales force in Excel spreadsheets. The design team decides to grant the sales force security permissions to send their data directly from Excel to the Sales database.

Participant Group RequirementsFinance Monthly product developmentreported by individual product;

grouped by product families Details of company cost structures Current and prior year actual and budget data

Manufacturing Monthly product unit sales, grouped by hard-drive configuration For sales, current year and forecast data

Sales 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 dataEssbase 11.1.1: Bootcamp 3KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Case Study: Bigcorp

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THESE eAnalyzing Sample Bigcorp ReportsThe 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 do in Essbase. You can view the reports in a workbook, called BCSampleReports.xls (located in c:\CF\Bootcamp\SSReports).

Operating Statement

Variance Report4 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Case Study: Bigcorp

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THESE eProduct Report

Channels ReportEssbase 11.1.1: Bootcamp 5KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Case Study: Bigcorp

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THESE eProduct by Channel6 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Case Study: Bigcorp

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THESE eCustomer by Product CategoryEssbase 11.1.1: Bootcamp 7KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Case Study: Bigcorp

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THESE e

8 Essbase 11.1.1: Bootcamp

KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

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THESE eKIT MATERIALSExercises

OverviewThis 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 document in this workbook. ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THISCOMPUTER IS STRICTLY PROHIBITED

Lesson 1 Essbase OverviewExercises

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THESE eLesson 1 Essbase Overview

Exercise 1.1 Housekeeping: Starting ServicesEach class machine is a stand-alone server and client.

Start the necessary services before starting any exercises:

To ensure that all services have started properly, run an EPM System Diagnostic.

Exercise 1.2 Accessing Administration Services ConsolePerform the following tasks to familiarize yourself with Administration Services Console:

1. Open Administration Services Console (with user name trnadmin and password hyperion)

2. Explore the navigation hierarchy.

3. Navigate to the list of Essbase Servers, and open a database outline.

4. Verify the database outline before closing.

File Name Location1.Start Oracle Services (can take up to 5 mins).bat

c:\CF\Bootcamp\Startup and Shutdown\Startup

2.Start Hyperion Services.bat c:\CF\Bootcamp\Startup and Shutdown\Startup12 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 2 Designing Applications and DatabasesExercises

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THESE eLesson 2 Designing Applications and Databases

Exercise 2.1 Creating Block Storage Applications and DatabasesBased on the Bigcorp case study, you can begin to build a database.

Create a block storage application and database for Bigcorp and review the hierarchy structure of the new database:

1. Create an application with the following specifications:

2. Create a database with the following specifications:

3. Review the Bigcorp application structure. Compare your hierarchy to the following figure:

4. Review the file system folder structure for Bigcorp.

5. Create a custom view for Bigcorp.

Exercise 2.2 Creating Dimensions and MembersDimensions are based on the Bigcorp case study.

Option SpecificationApplication type Block storage

Application name Bigcorp

Option SpecificationDatabase type Normal

Database name SalesEssbase 11.1.1: Bootcamp 13KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 2 Designing Applications and DatabasesExercises

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THESE eAdd dimensions to the Sales outline and add members to dimensions:

1. Add the following dimensions to Bigcorp Sales:

Year Tot

Accounts

Scenario

2. Add the following members to the Year Tot dimension:

3. Compare your outline to the following figure:

Parent ChildYear Tot Qtr 1

Qtr 1 Jan

Qtr 1 Feb

Qtr 1 Mar14 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 3 Designing Data Descriptor DimensionsExercises

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THESE eLesson 3 Designing Data Descriptor Dimensions

Exercise 3.1 Creating Generic Time DimensionsAfter evaluating the Bigcorp design document, you decide to use a generic time design for the Year Tot dimension.

Finalize the members and hierarchies of 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.


Exercise 3.2 Tracking Data SetsBigcorp uses the scenarios described in the Bigcorp case study to track data sets.

Add the following scenarios and scenario variances, which Bigcorp requires for analysis of sales data:

Parent ChildScenario Current Year

Scenario Prior Year

Scenario Budget

Scenario ForecastEssbase 11.1.1: Bootcamp 15KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eCompare your outline to the following figure:

Exercise 3.3 Creating Outline CalculationsBigcorp 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.

3. Calculate Act Vs Fcst and Bud Vs Fcst using member formulas.


Scenario Scenario Variances

Scenario Variances Act Vs Bud

Scenario Variances Act Vs Fcst

Scenario Variances Bud Vs Fcst

Parent Child16 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eExercise 3.4 Creating Accounts HierarchiesThe Accounts dimension within the Sales outline is based on the Gross Margin Analysis report in the Bigcorp design document.

Define a hierarchy for the Accounts dimension based on the Excel formulas in Corpaccts.xls (in C:\CF\Bootcamp\Outline):Member names:Essbase 11.1.1: Bootcamp 17KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eMember formulas (Create the calculation for Gross Margin % using a member formula. Calculate all other accounts using hierarchy relationships.):

Exercise 3.5 Testing Accounts CalculationsAfter 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:

SET UPDATECALC OFF;CALC ALL;

2. In Smart View, perform the following tasks:

a. Connect to Provider Services.

b. Add Bigcorp Sales to your favorites.

3. On the Check Names worksheet in Corpaccts.xls, ensure that outline names match the prebuilt example.

4. Test accounts calculations:18 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE ea. From the InputData worksheet, submit data.

b. From the AuditData worksheet, calculate, retrieve, and verify data.

c. Compare your calculation results to the following figure:

Exercise 3.6 Creating Balance Sheet AccountsBigcorp 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).Essbase 11.1.1: Bootcamp 19KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e3. Add the following children to Balance Sheet:


Account Consolidation PropertyInventory ~

Accounts Receivable ~20 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 4 Optimizing Data Descriptor DimensionsExercises

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THESE eLesson 4 Optimizing Data Descriptor Dimensions

Exercise 4.1 Creating Member AliasesFor reporting purposes, Bigcorp requires longer month and quarter names.

Add default aliases to Year Tot and Scenario dimension members:

1. Add Year Tot aliases to quarters and months.

Use the following naming conventions:

Compare your outline to the following figure:

2. Add the following aliases to Scenario dimension members:

Use the following naming conventions:

Member Type Alias GuidelinesQuarters Quarter 1, Quarter 2, Quarter 3, Quarter 4

Months Full month name (January, February, and so on)

Member AliasCurrent Year CY Actual

Prior Year PY ActualEssbase 11.1.1: Bootcamp 21KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e Compare your outline to the following figure:

Exercise 4.2 Implementing Dynamic Time Series MembersBigcorp analysts require year-to-date and quarter-to-date reporting. After evaluating period-to-date design options, you decide to implement a Dynamic Time Series solution.

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

Compare your outline to the following figure:

3. Test your calculations:22 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE ea. Clear the Sales database.

b. In Optimize.xls (c:\CF\Bootcamp\Outline), from the InputData worksheet, submit data.

c. From the QTD&YTD worksheet, calculate, refresh, and verify data.

d. Compare your calculation results to the following figure:

Exercise 4.3 Correcting Percentage and Balance AccountsAfter 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.

2. Test your calculations:

a. Clear the Sales database.

b. In Optimize.xls, from the InputData worksheet, submit data.c. From the TimeBalance worksheet, calculate, refresh, and verify data.Essbase 11.1.1: Bootcamp 23KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE ed. Compare your calculation results to the following figure:

Exercise 4.4 Adding Variance ReportingNatural 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

Labor/Unit

Material

Matl/Unit

Overhead

Overhead Rate

Other CGS

Material Variances

Labor Variances24 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e Overhead Variances

Obsolete Charges

Inventory Adjustments

2. In the Scenario dimension, replace the current variance calculations with member formulas that use the @VAR function.

3. Test your calculations:


b. In Optimize.xls, from the InputData worksheet, submit data.c. From the Variance worksheet, calculate, refresh, and verify data.

d. Compare your calculation results to the following figure:

Exercise 4.5 Optimizing Data Storage SettingsThe 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. Essbase 11.1.1: Bootcamp 25KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eIdentify members that do not require storage and optimize the database by changing data storage types:

1. Test the default top-level database calculation:


b. In Optimize.xls, from the InputData worksheet, submit data.c. From the TopLevel worksheet, calculate and refresh data.

2. In the Sales outline, identify members that should not be stored and set the storage property to Label Only. Repeat step 1 to verify data at the top level.26 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 5 Planning Dimension DesignsExercises

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THESE eLesson 5 Planning Dimension Designs

Exercise 5.1 Designing the Product and Customer DimensionsThis exercise can be performed as a group activity or on your own. The instructions are for a group activity.

Design the product and customer dimensions:

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:

FinanceRprts.xls MfgRpts.xls SalesRpts.xls

3. For Product and Customer, use the blank space on this page 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.Essbase 11.1.1: Bootcamp 27KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 6 Creating Basic Dimension Build Rules FilesExercises

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THESE eLesson 6 Creating Basic Dimension Build Rules Files

Exercise 6.1 Building the Family Total RollupThe Bigcorp IT team has provided you with text file extracts from their data warehouse for your initial dimension builds.

Create a rules file to build the Family Total product hierarchy:

1. From Data Prep Editor, as your sample data source, open FamGen.txt. 2. Set the data source properties to skip the header row.

3. Set the view options to hide raw data and view dimension build fields.

4. Associate the rules file with the Sales outline.

5. Define the Product dimension in the rules file with the following properties:

Data storage of label only

Configuration of sparse

6. Select the dimension build method.

7. Define the dimension build field properties.

8. Validate and save the rules file.

9. Update the Sales outline, and specify the following options:

Data file: FamGen.txt Rules file: FamGen.rul28 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e10. Compare the Product dimension in the Sales outline to the following figure (entire dimension not shown):

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 need to provide inputs for server, application, database, or dictionary path.

You must retrieve all records from the Products table.

Your Oracle database username and password and your Essbase username and password are the same.

After you retrieve records from the data warehouse into your rules file, continue with step 2 of the 12-step rules file creation process.Essbase 11.1.1: Bootcamp 29KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e The data source contains both new and preexisting products. You must implement the appropriate maintenance options in your dimension build settings.

The new products in the data source are THUNDERBALL 730 A, THUNDERBALL 730 S, MAVRIDER 730 A, and MAVRIDER 730 S.

2. Complete the rules file, validate it, and save it as FamLev.3. Update the Sales outline, and specify the following options:

Load type: SQL

Rules file: FamLev.rul30 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 7 Creating Advanced Dimension Build Rules FilesExercises

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THESE eLesson 7 Creating Advanced Dimension Build Rules Files

Exercise 7.1 Creating Secondary Hierarchies with Parent-Child Build

The Bigcorp Marketing and Sales groups have organized information for building the secondary hierarchies of the Product dimension into two comma-delimited extract files that are configured for parent-child building.

Create one rules file to load multiple data sources:

1. Create a rules file.

Follow the dimension build rules file process.

Use either ConfigPC.txt or LinePC.txt as the sample data source. Ensure that your dimension build settings for Product enable the creation of shared

members.

Save the rules file as ParChild.2. Update the Sales outline, and specify the following options:

Data sources: ConfigPC.txt and LinePC.txt Rules file: ParChild.rulEssbase 11.1.1: Bootcamp 31KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e Compare your Product dimension to the following figure (entire dimension not shown):

Exercise 7.2 Building the Customer DimensionBigcorp Sales analysts require customers to be grouped by the channels OEM, Retail, and Distributor. 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.

Create a rules file for building the Customer dimension:

1. Start a rules file for the Customer dimension, and use CusChan.txt 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.

Review the Customer dimension plan in Lesson 5 to ensure that you create the entire dimension.32 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e2. 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 in 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 Rules file: Channels.rul. Essbase 11.1.1: Bootcamp 33KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e Compare your Customer dimension with the following figure:

Exercise 7.3 Optional: Adding UDAs to CustomersThe Finance group requires customers to be grouped into three classesClass A, Class L, and Class Rfor creating conditional forecasting calculations. These groupings are strictly for calculation purposes, so you create the appropriate user-defined attribute (UDA) for each customer.34 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eModify Channels.rul to load customer class UDAs:1. Open Channels.rul, and save it as CustUDA.rul.

2. Modify the rules file:

a. Set Field3 to be recognized during dimension builds (this field was previously ignored).

b. Move Field3 to be the last field on the right.

c. Modify the text in the customer class field to look like the following figure:

d. Set the dimension build field properties for Field6.

T I P

Open CusChan.txt as the sample data source for the rules fileEssbase 11.1.1: Bootcamp 35KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e3. 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 Rules file: CustUDA.rul

5. Compare your Customer dimension with the following figure:36 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 8 Loading DataExercises

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THESE eLesson 8 Loading Data

Exercise 8.1 Loading Actual DataThe 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.

Create a rules file that is based on a sample file from the data warehouse:

1. Start the rules file: Follow the data rules file process to create a rules file that is based on Actual.txt as the sample data source.

2. Set the rules file to ignore extra fields.

3. Define the data load field properties.

4. Validate and save the rules file as LoadCorp. 5. Load data to Sales, and specify the following options:

Data source: Actual.txt Rules file: Loadcorp.rul

6. Save the data load choices to c:\My Documents as Actual.xml.7. In CheckData.xls (in C:\CF\Bootcamp\LoadRule), follow the instructions on the

Actual worksheet to verify that data was loaded. Essbase 11.1.1: Bootcamp 37KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eExercise 8.2 Loading Forecast and Actual DataBigcorp 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. Modify the saved data load profile Actual.xml, so that you can load the following data sources:

2. Save the new data load profile as ActFcst.xml. 3. Run the saved load process.

4. In CheckData.xls, follow the instructions on the Forecast worksheet to verify that data was loaded.

Exercise 8.3 Optional: Loading Transactional UnitsThe Bigcorp Finance group performs its month-end close on its general ledger by the 10th 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.

3. Reference missing dimensions in the rules file header.

Data Source Rules FileActual.txt Loadcorp.rulForecast.txt Loadcorp.rul

N O T E

You receive a warning message when loading Actual.txt because no data values are modified by reloading the file.38 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e4. Set data load values to add to existing values.

5. Validate and save the rules file as Flash.6. Load data to Sales, and specify the following options:

Data source: MayAct.txt Rules file: Flash.rul

7. In CheckData.xls, follow the instructions on the Flash worksheet to verify that data was loaded.Essbase 11.1.1: Bootcamp 39KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 9 Getting Started with Smart ViewExercises

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THESE eLesson 9 Getting Started with Smart View

Exercise 9.1 Connecting to Provider ServicesBefore using Smart View, you must connect to Provider Services and access an Essbase server.

Connect to Bigcorp Sales in Data Source Manager:

1. Run ssheet.bat (in C:\CF\Bootcamp\Scripts) to reset the Sales database.2. In a new Excel workbook, connect to Provider Services and Bigcorp Sales.

Exercise 9.2 Starting Ad Hoc AnalysisAd 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, resulting in the following report:

Exercise 9.3 Customizing the Point of ViewTo make the report more useful, you customize the point of view (POV) with multiple products and customers. 40 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 9 Getting Started with Smart ViewExercises

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THESE eIn the report created in the preceding exercise, complete the following tasks:

1. Customize the POV as follows:

2. On the POV toolbar, make the following selections:

Current Year

LIGHTBOLT

OEM

3. Refresh the worksheet, and compare your results to the following figure:

4. Select various combinations of product and customer, and refresh the data for each combination to ensure that the POV is working.

Dimension MembersScenario Current Year

Product Family Total Performance Lightbolt Thunderball Value Roadranger Mavrider Firebrand

Customer Channel Total OEM Retail DistributorEssbase 11.1.1: Bootcamp 41KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 10 Creating Reports with Smart ViewExercises

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THESE eLesson 10 Creating Reports with Smart View

Exercise 10.1 Creating Ad Hoc ReportsThe Bigcorp Finance team wants you to create an ad hoc report that shows the following information:

1. On the Ad Hoc worksheet in SmartView.xls, create an ad hoc report:a. Use pivot and zoom operations to create the report layout.

b. Use keep only and remove only operations to display members.

c. Compare your report to the following figure:

2. Customize the POV as follows:

Exercise 10.2 Updating Essbase DataBigcorp analysts want to use Excel worksheets to submit updated forecast data to Essbase.

Report Area Dimension MembersRows Family Total and its children

Columns OEM, Retail, Distributor

Point of view Accounts, Year Tot, Scenario

Dimension MembersYear Tot Generation 3 time periods

Accounts Gross Margin, Net Sales, Gross Sales, Units

Scenario Prior Year, Current Year42 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eTest an input worksheet by updating data, submitting data to Essbase, and executing a calculation script.

1. In SmartView.xls, set the display option so that Use Excel formatting is unavailable.

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.

4. Refresh the worksheet and compare your results to the following figure:Essbase 11.1.1: Bootcamp 43KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eExercise 10.3 Viewing Dynamic Data PointsBigcorp 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. Refresh the document.

b. In the Cost Variances table, view the connection and POV information for a cell.

2. Based on a cell in the Cost Variances table, create a linked view in Visual Explorer, using the side-by-side bars view.44 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e3. Compare your results to the following figure:

Exercise 10.4 Creating Smart SlicesBigcorp sales representatives for OEM customers require a database query showing only current year OEM sales. Essbase 11.1.1: Bootcamp 45KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eCreate a Smart Slice to meet their requirements:

1. In SmartView.xls, select the Sandbox worksheet and start a Smart Slice for Bigcorp Sales.

2. In the Smart Slice query designer, select the following members:

3. Set the following query options:

4. Save the Smart Slice as OEM_CurYr.

5. Create an ad hoc report from the OEM_CurYr Smart Slice.

6. Compare your results to the following figure:

Exercise 10.5 Creating a Custom ReportOEM sales managers need a custom dashboard showing OEM sales from a variety of perspectives.

Query Layout MembersColumns Qtr 1, Qtr 2

Rows OEM and children

POV Current Year, DESCENDANTS([Product]), Gross Sales

Option ValuemissingLabelText 0

essIndent Tables

numFormat thousands separator = yes46 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eCreate a dashboard using Report Designer:

1. Insert a query into Report Designer based on OEM_CurYr.

2. Add the following report components to OEM_CurYr:

Function grid

Chart

Slider (select product lines for slider values)

3. Compare your results to the following figure:

N O T E

To resize or move charts and slider components, you must enter Design Mode in Excel. You can access Design Mode from the Control Toolbox toolbar in Excel.Essbase 11.1.1: Bootcamp 47KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 11 Data Storage and CalculationExercises

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THESE eLesson 11 Data Storage and Calculation

Exercise 11.1 Calculating the Sales DatabaseDuring multidimensional calculation, input data is transformed into useful information. A thorough understanding of the process of multidimensional calculation is necessary before creating more complex calculations.

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. In the following table, record the precalculation database statistics for Sales:

3. Create a calculation script that turns off intelligent calculation and calculates all dimensions in the Sales database. Save the script as Anatomy.csc.

Statistic Precalculation PostcalculationNumber of existing blocks

Block density

Existing level 0 blocks

Existing upper-level blocks

Percentage of maximum blocks existing48 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE e4. In Anatomy.xls (in C:\CF\Bootcamp\CalcIt\Anatomy), test the calculations by using the This Is a Block worksheet, and compare your results to the following figure (entire worksheet not shown):

5. In the preceding database statistics table, record the postcalculation database statistics for Sales. Essbase 11.1.1: Bootcamp 49KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eExtra Credit: Recording Detailed Statistics

Implement an iterative test of Anatomy.csc to calculate the Sales database one dimension at a time. Record the changes to the database statistics in the following table:

Statistic Data Load Accounts Year Tot Customer ProductNumber of existing blocks

Block density

Existing level 0 blocks

Existing upper-level blocks

Percentage of maximum blocks existing50 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS


Lesson 12 Creating Calculation ScriptsExercises

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THESE eLesson 12 Creating Calculation Scripts

Exercise 12.1 Organizing Calculation ScriptsYou want to document your scripts thoroughly for the Bigcorp database administrators who will eventually maintain the Essbase system.

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.

Exercise 12.2 Correcting Rates and PercentagesAlthough 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

2. Save Anatomy.csc and then test your changes:a. Run ResetBigcorp.bat.b. Calculate Anatomy.csc.

N O T E

Enclose the block of formulas in parentheses to enforce a second calculation pass.Essbase 11.1.1: Bootcamp 51KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE ec. In Anatomy.xls, refresh the This is a Block worksheet and compare your calculation results to the following figures:

Level 0 data block:52 Essbase 11.1.1: BootcampKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS



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THESE eUpper-level data block:Essbase 11.1.1: Bootcamp 53KIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM TH

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