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Essbase and Planning

Calculation Basics

John A. Booth

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About meSettings Ready set goDense / Sparse Its good to be dense

FIX / ENDFIX Mind the focusSubstitution Variables Be flexibleBlock Creation Less is more

A simple calculationLogs What is it doingFunctions Are your friend

Topics

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About MeInfrastructure and Integrations PracticeLeader at Blue Stone International

Co-author of Developing Essbase Applications: Advanced Techniques forFinance and IT Professionals

Owner of Metavero LLC (my blog)

Contributor to Network 54 and OracleTechnical Network forums

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Developing Essbase Applications An Essbase focused book:

Advanced contentGood practices

Some of the biggest EssbasenamesYou have to buy it

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CUBES A wonderland for data

533 P r o

d u c

t s

Periods

Jan Feb Mar

533 units of fruit soda sold in CA in Jan

Diet ColaRoot Beer

Cream Soda

Fruit Soda876

1252118

621

887

1292122

591

894

1343127

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Know your OutlineA modified sample basic application

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Cross Dims Mind the focusEssbase has an operator which is called a CrossDim

The Cross Dim is usually used on the RHS (RightHand Side)

Below we see Growth Rate is associated with No

Product / No Market; the lack of other dimensions fora given variable on the RHS mean these are assumedand come from the FIX statement.

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FIX / ENDFIX Mind the focusProper use of fix can mean the difference between aslow calc and a fast calc.

The less precise you are the more work the enginedoes.

vs

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Script/Rule SettingsSET UPDATECALC OFF - Always@CALCMODE CELL As neededSET CALCPARALLEL n For AggregationsSET CALCTASKDIMS n If Pre 11.1.2.2;setting is automatic in 11.1.2.2+

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Right click on Server NameEdit / VariablesSelect App / DBEnter Variable / ValueClick Set

NOTE: Requires admin for Global Vars

Substitution Variables

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Common member set functions@Relative use this instead of@Levmbrs@Children

@Idescendents

Common boolean functions@ISMBR@ISUDA

Functions Are your friendPrior Time Periods / Shifting@Prior@MDShift

Common math functions@Sum@Round@Truncate

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The old adage is fix on sparse, if on dense

I like put dense on Left Hand Side

e.g.FIX(SOME,THINGS,HERE)DENSE_MEMBER = A * B * C;ENDFIX

Dense / Sparse

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Block Creation

Before our calculation we have no data in FY13

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Block Creation Less is more

We execute the script snippet which creates blocks

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Block Creation Less is more

Our tie sheet in Excel for this step now shows Budget FY13Equals Actual FY12

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Block Creation Some other thoughts

The 11.1.2.3 release has a function @CREATEBLOCK

Below is a sample macro (Business Rules) to create blocks.

This uses an account called PL0001 which has an alias ofCreate Block. The good thing about below method is it will notover-write data. IT does require an extra account to exist.

/* Create blocks at the lowest level

%Macro_Alloc_CreateBlock(SOURCE,TARGET);Parm 1: Entity where sales existParm 2: Entity where blocks need to be created )*/

FIX([AllocVersion],DEP01,@LEVMBRS(Product,0),@LEVMBRS(Distribution,0))datacopy [parm1]->"4100" to [parm2]->"PL0001";ENDFIX

http://docs.oracle.com/cd/E40248_01/epm.1112/essbase_tech_ref/frameset.htm?createblock.htmlhttp://docs.oracle.com/cd/E40248_01/epm.1112/essbase_tech_ref/frameset.htm?createblock.html

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Viewing the logs

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Create assumptions to avoid hard coding

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A little more complexNext we setup a dense equation; notice a member from a dense dimension on theLeft Hand Side (LHS).

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A snippet of the new logThe log i s a pow erfu l too l to loc a te s low p ieces of yo urcalcula t ion

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Good Script PracticesNever make new scripts in a production environment

It doesnt hurt to quote all members

Always test scripts in a dev environment

Be sure you know what it is going to do before you run it

Use comments

Think about reuse (macros and templates)

Understand concept of block creation and why creating allblocks is not good

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Checking the SyntaxThe Syntax checking eng ine i s no t a lways co ns is ten tBetween pro du cts .

My preferenc e is to u se calc sc r ip t s to c heck th e bas icsif the other tools are providing an error that doesnt quite m ake sense

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Checking the Syntax (Green Checkmark)

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Performance FactorsWhat you can control?Dense Calculations; use alwaysDynamic Sparse; use with careSettings e.g. CALCPARALLELCaches (index/data/calc)OutlineData

Outside of your controlServer (CPUs/ RAM)Storage Throughput

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Reference and Training MaterialsEssbase Docum entat ionhttp:/ /www.oracle.com/technetwork/middleware/performance-management/documentation/index.html

Select your version, the Essbase TabSee the Database Admin Guide (DBAG) and Technical Reference (Tech Ref)

Essbase Forum sOracle Tech nical Netw ork (OTN)https: / /forums.oracle.com/community/developer/english/business_intel l igence/business_intel l igence_foundation/essbas

Networ k 54http:/ /www.network54.com/Forum/58296/

Essbase Books

Vis i t Amazon.com and search for Essbase

http://www.oracle.com/technetwork/middleware/performance-management/documentation/index.htmlhttps://forums.oracle.com/community/developer/english/business_intelligence/business_intelligence_foundation/essbasehttp://www.network54.com/Forum/58296/http://www.network54.com/Forum/58296/https://forums.oracle.com/community/developer/english/business_intelligence/business_intelligence_foundation/essbasehttp://www.oracle.com/technetwork/middleware/performance-management/documentation/index.htmlhttp://www.oracle.com/technetwork/middleware/performance-management/documentation/index.htmlhttp://www.oracle.com/technetwork/middleware/performance-management/documentation/index.html