essbase partitioning

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©2009 Crown Partners. All Rights Reserved Add Other Company Logo Here ©2010 Crown Partners. All Rights Reserved Essbase Partitioning – Divide and Conquer your Processing Woes

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Page 1: Essbase Partitioning

©2009 Crown Partners. All Rights Reserved

Add Other Company Logo

Here

©2010 Crown Partners. All Rights Reserved

Essbase Partitioning – Divide and Conquer your Processing

Woes

Page 2: Essbase Partitioning

©Crown Partners, All Rights Reserved

• Allows slices of data to be shared between Essbase databases or servers

• Types of Partitioning– Replicated– Transparent– Linked– XREF Function

What is Partitioning?

Page 3: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 3

Replicated Partitions

Replicated Data FlowBenefits

•Decreased Network Traffic

•Query Speed

•Recoverability

•Transparent to the End-User

Draw Backs

•Disk Space

•Ability to see latest version of the data

•Lack of replication for Dynamic Members

Page 4: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 4

Transparent PartitionsBenefits

•Latest Version of the Data

•Reduced Disk Space

•Smaller Databases

•Transparent to the End-User

Draw Backs

•Network Traffic

•Query Speed

•Recoverability

Transparent Data Flow

Page 5: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 5

Linked PartitionsBenefits

•Ability to view data in a different context

•Data source and data target outlines do not have to be aligned

•A single data cell can allow the user to navigate to more than one database

Draw Backs

•Security must be maintained of both databases

•Not invisible to end-users

Page 6: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 6

• Retrieve values from a data source to be used in a calculation on a data target.

• Does not impose member and dimension mapping restrictions – at least one common dimension must exist in both cubes

• Can be triggered by end user via calculation scripts.

• In a dynamic formula this is similar to transparent partitioning. In a stored formula or calculation, this is similar to replicated.

XREF Function

HR CubeP&L Cube

Salary

XREF Data Flow

Page 7: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 7

Page 8: Essbase Partitioning

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Hyperion Planning

Reporting & Analysis

Dashboards

Standard Reporting

Ad Hoc

OLD STATE

Planning Activities

Allocations

Reporting

•Planning Activities

•Planning Business Rules

•Allocations

•Reporting

Page 9: Essbase Partitioning

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• Complete a complex series of expense and revenue allocations against budget and actual data (stored in Oracle Hyperion Planning) within a tight calculation window.

• Allocation drivers are modified and a quick turnaround of results is needed. The existing system design was not providing the necessary results fast enough.

• Allocations need to spread the dollars across three different dimensions: business solutions; products; and markets

CHALLENGES

Page 10: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 10

Reporting & Analysis

Dashboards

Standard Reporting

Ad Hoc

Data Sources

“ONE STOP SHOP” FOR REPORTING NEEDSSolution

Product/Segment

P&L Accts

Reporting Cube

BalSheet Accts

Page 11: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 11

• The partitioned solution allows the users and administrators to run processes against any of the three source cubes without affecting the other two.

• Because it is a transparent partition, different levels of data

granularity can be transferred to the reporting cube with no impact on processing time.

• A little "out of the box" thinking allowed for the completion of processing in a time that surpassed expectations.

BENEFITS

Page 12: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 12

PARTITIONING CASE STUDY

Page 13: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 13

Sample Partitioning Solution for Forecasting

Master Cube Working Forecast Processing Cube

• Accounts• Periods• Years (LY3, LY2, LY, CY)• Scenario (Actual, Plan, Forecast) • Version (Working, Submitted, Final, Prior)• Line of Business• Product• Entity

• Accounts• Periods• Scenario (Forecast) • Line of Business• Product• Entity

CY, Forecast, Working

Calculated and Consolidated data for CY, Forecast, Working

Page 14: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 14

• The partitioned solution allows working forecast calculations to be completed in a smaller cube (fewer dimensions).

• This results in faster processing and time savings compared to using a “fix” to calc the specific scenario/version/year data in the master cube.

BENEFITS

Page 15: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 15

PARTITIONING CASE STUDY

Page 16: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 16

Sample XREF Solution for Forecasting

Detail Cost of Goods Cube Financial PlanSummarized COGS data

Sales Units transferred and stored via XREF

function in a calculation script

Sales Units, Cost Factors etc. -

derives detail COGS data

Page 17: Essbase Partitioning

©Crown Partners, All Rights Reserved04/09/2023 17

• Stored member is the target for the XREF function results. Execution of the calculation script allows for transfer and store of data in a manner similar to replicated partitioning

• Using a calculation script and XREF rather than Batch/MaxL keeps security in the Hyperion tools (shared services provisioning of the calc).

BENEFITS

Page 18: Essbase Partitioning

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Thank You

Questions&

Answers

Kevin Barth

7750 Paragon RoadDayton, OH 45459

M: 937.554.6389 O: 937.723.2160

[email protected] www.crownpartners.com