Oracle Essbase Studio 11.1.1Create & Manage Data StructuresStudent Guide

D70050GC10

Edition 1.0

Nov 2008

D57197

®®

Copyright © 2008, Oracle. All rights reserved.

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Author

Pete DeHaan

Technical Contributors and Reviewers

Sergiy Pecherskyy

Lyudmila Nelson

Aneel Shenker

Keely Costedoat

David Collins

Stanley Ziolkowski

Leon Liem

Editor

Susan Moxley

Preface 0

Welcome to Oracle Essbase Studio 11.1.1: Create & Manage Data Structures!

Before you begin, please take a moment to review this section. The preface presents an overview of the following information:

• Course objectives

• Structure of the course

• Course materials used in the class

• Conventions used in the book

• Additional resources to enhance your learning

• Relevant follow-up courses that you might want to attend in the future

Course ObjectivesAfter completing this course, you should be able to:

• Describe the role of enterprise performance management and its benefits to the enterprise

• Describe the advantages of Oracle’s Enterprise Performance Management system.

• Identify the components of Essbase Studio and describe its architecture

• Build metadata elements, hierarchies, schemas, and cube models and use them to load dimension members and data to Essbase

• View lineage of Essbase Studio artifacts

• Define drill-through reports to relational tables

Preface

iv Essbase Studio 11.1.1: Create & Manage Data Structures

Course StructureOracle Essbase Studio 11.1.1: Create & Manage Data Structures is a three-day, instructor-led training course consisting of lectures, demonstrations, and hands-on exercises. In this course, the instructor presents a topic conceptually by explaining its purpose, demonstrating how it works, and then guiding the students through the exercises. Demonstrations and hands-on exercises reinforce the concepts and skills introduced during lectures.

Course MaterialsYou use two books in class—the student guide and the activity guide. The instructor may also give you handouts.

Student GuideThe student guide is designed to be used by students and the instructor during lecture time. It has 3 modules:

• Module 1 describes Enterprise Performance Management (EPM) and the relationship of Essbase Studio to Oracle’s EPM system. You briefly explore the Essbase Studio console and then build a simple Essbase application, using the basic functionality of Essbase Studio.

• In Module 2, you examine Essbase Studio functionality in more detail, exploring additional data sources, creating additional metadata elements, hierarchies, and modeling options. In the process, you enhance your Essbase cube.

• In Module 3, you learn how to maintain your models and trace lineage through the Lineage Viewer and how to provide your end users with drill-through access to detailed relational data directly from the spreadsheet.

Each module contains lessons. Each lesson begins with a list of objectives followed by the presentation of slides and accompanying text. The lesson ends with a summary of the topics covered in the lesson.

Activity GuideThe activity guide has three sections—exercises, exercise solutions, and an optional case study.

ExercisesA critical part of the learning process is the challenge of completing real tasks associated with each lesson. Each exercise is an opportunity to apply your new knowledge.

Preface

Essbase Studio 11.1.1: Create & Manage Data Structures v

Exercise SolutionsThe exercise solutions present the detailed steps to successfully complete the exercises.

Case StudyThe case study gives you additional hands on practice using Essbase Studio on a true to life business case.

ConventionsThe following text conventions are used in this course book:

• Text to be typed, options to be selected, names of files and modules, and menu selections are displayed in bold type. Examples:

- Select Clear Profile.

- Click YES to clear the profile.

• When available, figures are used to identify an object or task. Example:

Click Edit.

• Keyboard shortcuts are displayed as follows: Ctrl+Enter

• Alerts are used to direct your attention to different types of information.

Additional ResourcesUse the following resources to enhance your learning:

• Essbase Studio User's Guide, 11.1.1

• http://otn.oracle.com

N O T E

A note provides related information, common mistakes, or cautions about the current topic.

T I P

A tip provides information that helps you work more efficiently.

Preface

vi Essbase Studio 11.1.1: Create & Manage Data Structures

Table of Contents 0

Preface

Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiCourse Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivCourse Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivActivity Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vAdditional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Module 1: Getting Started with Essbase Studio

Lesson 1: Essbase Studio Overview

Oracle’s Enterprise Performance Management System . . . . . . . . . . . . . . . . . . . . . . . 1-2Oracle BI Suite Enterprise Edition Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Enterprise Metadata. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Data Warehouses and Information Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Essbase Studio Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8Logging In to Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9Essbase Studio Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Source Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-11Work Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Metadata Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14

Essbase Studio Directory Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Server Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17Console Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18Docs Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19

Essbase Studio Properties Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20Working with Essbase Studio Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23

Lesson 2: Creating Data Source Connections

About Data Source Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Creating Connections with Connection Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

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viii Essbase Studio 11.1.1: Create & Manage Data Structures

Defining Connection Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Creating Connections to Text File Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Defining Connection Parameters for Text Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Modeling Text Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Defining Connections to Relational Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-11Testing Your Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Selecting Tables from Relational Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14Viewing Sample Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16

Lesson 3: Creating Metadata Elements

Working with Metadata Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Creating Metadata Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Creating Dimension Elements and Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Editing Dimension Elements and Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Creating Date Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Lesson 4: Building Hierarchies

Hierarchies Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Hierarchy Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3Standard Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4Creating Standard Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5Measure Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7Creating Measure Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Lesson 5: Creating Cube Schemas and Essbase Models

Cube Schema Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Creating Cube Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4Choosing Measures and Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5Essbase Model Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6Importance of Essbase Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Setting Essbase Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9Dimension Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Dimension Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Dimension Properties—General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13Dimension Properties—Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Selecting the Dimension Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

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Essbase Studio 11.1.1: Create & Manage Data Structures ix

Using Dynamic Time Series. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16Selecting the Dimension Storage Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17Selecting Two-Pass Calculation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17Selecting the Data Value Storage Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17Selecting the Calculation Solve Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18

Members Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19Member Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20Member Properties—General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21Member Properties—Info. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

Selecting Consolidation Methods for Children Members . . . . . . . . . . . . . . . . . . . 5-23Selecting the Member Data Storage Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24

Member Properties—Account Info. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26Selecting a Variance Reporting Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26

Validating Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28

Lesson 6: Deploying Essbase Cubes

Cube Deployment Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Cube Deployment Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Creating a Connection to Essbase Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Cube Deployment Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Module 2: Enhancing the Cube

Lesson 7: Enhancing Your Data Source Connections

Creating Connections to EPMA Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Creating Connections to OBIEE Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Incrementally Updating a Data Source Connection . . . . . . . . . . . . . . . . . . . . . . . . 7-5Performing Introspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Working with Data Source Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8Editing Data Source Connection Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9Viewing Properties of Source Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . 7-13Other Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16

Minischema Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Creating Minischemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19Editing Minischemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21Adding Joins to Minischema Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-23Adding Joins Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-24

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Adding Joins By Inspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-26Viewing Sample Data from the Minischema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-28Creating Metadata Elements from Minischema Objects . . . . . . . . . . . . . . . . . . . . . . 7-30Managing Minischemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32

Applying Color to Minischema Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-33Changing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-33Arranging Minischema Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-34Deleting Minischemas/Refreshing the Minischemas List. . . . . . . . . . . . . . . . . . . 7-34

Lesson 8: Enhancing Your Metadata Elements

Creating Date Elements Using Date Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Applying the Date Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Derived Text Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5Creating Derived Text Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6Managing Metadata Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8Working with Alias Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10Creating Alias Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12Editing Alias Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14Managing Alias Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16

Lesson 9: Enhancing Your Hierarchies

Shared Member Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Building Shared Member Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5Building Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7Building Parent-Child Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8Calendar Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9Creating Calendar Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10Setting Up Day Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12Setting Up Linked Value Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-14

Lesson 10: Enhancing Your Cube Schemas, Essbase Models, and Cube Deployment

Enhanced Cube Schema. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2Setting Cube Schema Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3Defining Data Load Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5

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Creating Essbase Models from Cube Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7Model Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8

Setting Model Properties—General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9Setting Model Properties—Alias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-11Setting Model Properties—Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12Dimension Properties—Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-15Dimension Properties—Outline Build Options . . . . . . . . . . . . . . . . . . . . . . . . . . 10-18

Member Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-20Attributes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-21

Standard and Varying Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-22Member Properties—General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-23Specifying Attribute Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-24Specifying Members as Varying Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-25Member Properties—Info. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-27Member Properties—Account Info. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-30Member Properties—Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-33Member Properties—Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-34Member Properties—UDAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-36Member Properties—Transformations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-37Other Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-38

Enhancing Cube Deployments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-40Troubleshooting Failed Deployments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-41Setting Up Incremental Loads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-42Viewing Deployment History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-45

Module 3: Special Features

Lesson 11: Viewing Lineage

Lineage Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-2Opening the Lineage Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-3Navigating the Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-4Viewing the History of an Element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-5Starting Administration Services Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-6Exploring Other Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-7

Performing Focus, Move, and Sweep Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-7Performing Undo and Redo Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8Performing Zoom In and Zoom Out Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8Editing Element Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8Editing Essbase Model Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8

Table of Contents

xii Essbase Studio 11.1.1: Create & Manage Data Structures

Showing Deployment History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8Viewing Sample Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8

Lesson 12: Working with Drill-through Reports

Drill-through Reports Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2Creating Drill-through Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4Specifying Report Intersection Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6Specifying Report Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8Customizing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9

Selecting External Database Columns to Display . . . . . . . . . . . . . . . . . . . . . . . 12-10Applying Aggregate Functions to Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10Defining the Sort Order of Individual Columns. . . . . . . . . . . . . . . . . . . . . . . . . . .12-11Arranging the Order of Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-11Defining Template SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-11Optional: Specifying Row Governors for Relational Retrievals . . . . . . . . . . . . . .12-11Optional: Specifying Drill-through Report Filters . . . . . . . . . . . . . . . . . . . . . . . . 12-12

Associating Drill-through Reports with Essbase Models . . . . . . . . . . . . . . . . . . . . . 12-13Drill-through Reporting in Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-14