Download - Essbase Overview
Shreeram Sharma
HYPERION OVERVIEW
Hyperion is a BI & BPM tool.
Functions: Planning, Consolidation,
reporting, analysis etc.
Introduction to Hyperion
Hyperion Architecture Hyperion
Hyperion BI+
Reporting
Hyperion BI+
Application
Hyperion BI+ Data
Management
HFM (Hyperion Financial
Management)
HSF (Hyperion Strategic Financial)
Hyperion Planning
HPM (Hyperion
Performance Managemen
t)
MDM (Maser Data
Management) FDQM
(Financial Query Data
Management)
HAL (Hyperion Application
Link)
DIM (Data Integrated Managem
ent)
Hyperion Essbase
Analyzer Reports
Interacting Reports
Production Reporting
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OLTP ( Online Transactional Processing)
OLAP ( Online Analytical Processing)
Transactional Processing Query Processing
Time Sensitive History Oriented
Operator View Manager View
Organized by Transactions ( order, input)
Organized by subject (customer, product)
Relatively small database Large database
Many concurrent users Relatively few users
Volatile Non-Volatile
Store all data Store relevant data ( high cost)
Non-Flexible Flexible
Hyperion Essbase
Multidimensional database
OLAP server, an analytic platform for
reporting, analysis, modeling and planning.
ESSBASE
Multidimensional Viewing and Analysis
Sales Slice of the Database
TerminologiesFactDimensionsDimension HierarchyMembers
Example: Year (Dimension)
QtrMonth Members ()
Day
Dimension Hierarchy
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Creating the database
Dimensional Building
Data loading
Performing the calculation
Generating the reports
Server support (on going support)
LIFE CYCLE OF ESSBASE
Outline Tree structure for dimensional hierarchy
Components:DimensionDimension HierarchyMembersAlias, UDA’s, Attributes, Member formulae etc.
Example:Year (Dimension)
Qtr
Month (Members)
Day
(Dimension Hierarchy)
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DimensionDenseSparse
Types Standard Dimension ( Store
data)AccountTimeCountryGeneral/NoneAttribute ( Store characteristics;
at max 14 attribute can be there.)
Member PropertiesConsolidation Operators ( +, – , *, /, %, ^, ~)UDA’sAliasData Storage
Store onlyDynamic CalcDynamic Calc and storeShared memberNever ShareLabel only
Attributes
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ParentChildSiblingAncestorsDescendantsRootLeafGenerationLevel
Outline Member Descriptors
Dynamic Time Series
HTD
YTD
PTD
QTD
MTD
WTD
DTD
Time Dimension - Properties
Accounts Dimension – Properties
Expense Reporting Expenses – (Budget-Actual)Non-Expense – (Actual-Budget)
Time Balance PropertiesTB NoneTB FirstTB LastTB Avg.
Skip Property ( # MISSING and zero’s)
Two Pass calculation (e.g.: profit%)
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Dimensional Building Methods• Manually• Dynamically ( using rule files)
• Generation Reference Method• Level Reference Method• Parent child Method
• Essbase Integration Services (EIS)• Essbase Studio• Automation using Maxl• Type of Data Sources:• RDBMS• Flat Files
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Building Dimension – using Rule File
Create a rule file
Open data source
Set the delimiter
Define the fields
Set the build method
Validate, save and close the rule file
Load the data
* Check outline association
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Data Loading Methods Manual Data Loading Data Loading with Esscmd/MaxL.
Free Form ( Specific Format , at least 1 member association)
Rules Files Excel Lock & Send Loading Data using EIS Essbase Studio. ODI MaxL
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Essbase Integration Services Transfer data from data source to Essbase Understands star Schema Generates SQL queries Work flow:
Steps: Build model Build hierarchy (OLAP Metaoutline) Load Metadata Load data
* Drill through reports (HOLAP) generated via EIS.
Data Source
OLAP Model
OLAP Metaoutline
Essbase
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Essbase StudioEssbase Studio = EIS+EASSteps:
Data source Connection.Mini SchemaHierarchy(Dimension)Hierarchy (Measure)Cube SchemaCube Deployment
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Calculation of Data
• 3 ways to perform calculation:
• Unary /Consolidation Operators
• Member Formulas
• Calculation Scripts.
• Consists of three parts.
• Housekeeping
• Roll-up
• Member Formulas
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FIX v/s IFFIX:
FIX is Index drivenEvaluated w/o bringing all the data blocks into
memory, brings only the required blocks.E.g.: FIX (“NY”)… ENDFIX.Applied to Sparse Dimensions.
IF:All the blocks are brought into memory.Applied to Dense Dimensions.
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•Data Analysis using Excel add-in
• Connect/Disconnect• Retrieve• Lock and send• Zoom in / Zoom out• Keep only/ remove only• Pivot • Navigate without data• LRO• Query designer• Visualize and explore• Member selection• Flashback
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Report ScriptsReport script is a way of retrieving data from
Essbase.It is used to extract data from one cube and
load into another cube.Format:
<Page (.,.,.) ----- (< – extract command)<Column (.,.,.)<Row (.,.,.)! – bang command{ } – formatting command
Report Editor Report extractor Report Viewer
Extension : .rep23
MDXMultidimensional Expressions – MDXFocuses on Data Retrieval.Format:
Select AxesFrom CubeWhere Slicer
Sets and TuplesIIF conditionE.g.: Select {(Qtr1..Qtr4)} on columns
{(NY, USA, John), (Cal, USA, John)} on rowsFrom cube name
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MaxL MaxL SQL (DDL) Steps:
Login to server Log all details into some text file Start application and db Disable Connect Kill all sessions Load Meta Data Load Data Enable Connect Logout
E.g.. Import database “dbname” data from data_file “ filename”
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Controlling AccessNative ModeShared Services.
http://hyperion1:28080/interpop/
Externalize:EAS Application Security Externalize user
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ASOTypes of Data Loading:
Complete Data LoadIncremental Data Load.
Steps for data loading:Initialize BufferLoad Data into BufferLoad data from buffer to Cube / SlicesMerge all slices
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Basis Aggregate Storage option (ASO)
Block Storage option (BSO)
Aggregation Calculation time
Less More
Write back Not supported Supported
What-if Analysis or allocation
Not supported What-if analysis and allocation possible
Scripts MDX Calc script and MDX
Storage space
Less storage space More storage space
Member formulae
Not possible Possible
Data storage
Large amount of data Relatively small amount of data
Sparse/Dense
Sparse dimensions Both dense and sparse dimensions
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Optimization TechniquesModel AnalysisHourly Glass modelEvaluate Dense / Sparse settingsSystem TuningCache Setting Optimize Data LoadsOptimize RetrievalsOptimize CalculationsDefragmentationPartition
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PlanningOverview
Hyperion Planning is a Web-based, multi-tiered budget and planning solution built on Hyperion Essbase OLAP Server.
Hyperion Planning is a comprehensive approach for the complete and closed-loop planning process that drives continuous business improvement.
Hyperion Planning offers an efficient and optimized budget planning process to all levels within an organization. All decision makers and line-level managers can communicate together giving them the ability to make budget plans relevant and useful.
What is Hyperion Planning?
High processing time due to lack of strategic guidance and missing link between financial and operational plans” (limited flexibility – ability to react)Low plan accuracy (variance accuracy) due to inaccurate dataLimited level of detail for the budgetHigh number of Excel sheets that need maintenance”(versions / locations)Need to expand to: rolling forecasts, operational planning,
investment planning, bulk updates, pre-built depreciation calculations, version control
Challenges that Planners Face include:
End Users are friendly with handy tool like Spread sheet.
But for budgeting, planning and forecasting when you have to deal with hundreds of such spread sheet this leads difficulty in control and orchestrate.
At that time Hyperion planning comes in picture which is capable to handle many iterations; distribute the planning process among many users.
Need of planning
Ensure AccuracyReduce Budgeting timeAlign the organizationAddress finance needs quicklyMaximize modeling capabilitiesGain mass user acceptanceReduce implementation
Benefits of Planning
Planning Cycle
Hyperion Planning Budgeting Process
The Hyperion Planning Process lets users track the progress of a budget from any level in the organization using a Web-based client.
FirstPass
Under Review
(Not)Signed
Off
Approved
Planning Process Options
With the Hyperion’s Planning Process users can:
Approve a planning unit from any process state
Track the approval path independently
Add annotations and comments at each pass through the review process
Identify accountability through ownership
Audit information through annotations and process status
Not Started First PassUnder Review
Signed Off Approved
Not SignedOff
Start
Exclude
Promote Sign-off Promote
Promote
Sign-off Reject
Approve
Approve
Hyperion Planning Process
Application Link
Hyperion Planning Multi-tier Architecture
Relational
Essbase
Web ClientExcel Add-In
Data Tier Middle TierClient Tier
Business Rules
Desktop Admin
Hyperion Reports
Classic Methodhttp://hyperion1:8300/hyperionplanning/
appwizard.jspEPM Application + workspace ( only one
interface for all planning activation, data file is ads format).Component of EPMA
Dimension libraryApplication libraryData synchronization moduleWorkspaceTask listsecurity
Planning Application Creation
Period (Time)YearScenarioVersionEntityAccount For multicurrency
Hsp_rates4 custom dimension can be added
Required Dimesnion of Planning
Creating application structuresLoading Meta-data ( Manual & EPMA)Loading the data and calculating the
databaseSetting up securityDesigning data formsAdding business rulesManaging the planning process.
Life Cycle of Planning
Creating application ( 10 % of total work)Loading data (10 %)Managing users (10 %)Design data forms (10 %)Creating reports (40 %)Defining business rules (10%)Application backup(5 %)Managing and monitoring planning server
health (5%)
Devloper (one time job)
Essbase and planning differnce Time balnced propetiesEssbase
TB firstTB lastTB averageNone
PlanningFirstBalanceAverage-Flow (Sum of all
child)Actual 365 weightActual Actual weight
There are three Plan type databasePlan 1Plan 2Plan 3
Workforce Capex
Plan Database
Special-purpose planning moduleFocused upon headcount, salary, and
compensation planning Pre-built functionality (metadata, calculations)
and best practices incorporated in the applicationSimplifies the planning of workforce and
workforce related expenses, such as bonuses, fringe benefits, overtime and merit increases.
Seamlessly links workforce expense plans into Oracle Hyperion Planning, to deliver accurate and real-time awareness of the business impact of your workforce decisions on your overall expense plans.
Workforce planning
Specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance
Includes pre-built functionality and best practices that easily plan for all your capital expenses.
Directly linked to Oracle Hyperion Planning, so you can immediately assess the impact of your capital expenses on your overall expenses and financial statements
Capex Planning
Workspace• Workspace is
the common portal for all Oracle Hyperion Applications.
• BI+ repository contains different reporting objects (Financial reports, Dashboards, etc
End User Task listTask
lists detail current status and steps needed to complete the different processes.
Task list cont.
Webforms• Web forms
provide a consistent, web-based data entry input.
• Web forms can be opened in Smart View in Excel.
• Calculations can be launched from forms.
Webform cont..• Data can be
adjusted (increase / decrease by amount, percent) and spread.
• Check totals to targets can provide feedback.
Webform through smartview• Users can
input, adjust, edit and submit their financial data via Smart View in Microsoft Excel.
• Form can be taken ‘offline’ and input.
Supporting detail Supporti
ng detail can provide textual information behind assumptions, changes or data elements.
Multi step calculationSame as calculation scriptGraphical representationB.R. can be associated with run time promptB.R. stored in central location so locating and
upgrading is easier.Just design the graphical interface and its
calculation script is written.
Business rule
User authenticationTask authenticationObject authenticationData authenticationExporting and Importing security
ImportImport security “planning app.admin” password
ExportExport security /A=planningapp./u=admin
Secuirty in PLanning
If you want upgrade a planning version.Export all the security and data form and
application using XML export.Upgrade the version of planningThen import back these XML files.
Upgrading Planning
REPORTING TOOL OVERVIEW
Workspace Thin client : DHTMLBasic analysisClient uses interface so no installation100% running on the server
Web client studio Java appletAdvance analysisSecurity issue as java applet is know for bugs
Data base connection for web analysis is created in workspace
http://Hyperion1:19000/WebAnalysis/LogOn.jsp
Desining Web analysis
Hyperion Web Analysis provides a highly scalable dashboard tool that can be accessed either directly from the web or through the Oracle Hyperion Workspace. Key benefits of Hyperion Web Analysis include:
Rapid DevelopmentNo codeDrag and drop development
Personalized views controlled through a centralized security model
Data is exportable to Microsoft Office (Excel, Word & PowerPoint)
Web analysis
KPI (key performance Indicator)Cell textSave user POVAdd URL (smart cut)Drilling up/down/through/acrossSort top/bottomRestrict dataCalculation simple arithmetic only.
Advance analysis
Web anaylsis
Web Analysis dashboards for ad-hoc, dashboard analysis.
Unlike web analysis Data connection can be done in F.R. studio or workspace.
When you copy data points the inter connection of all dimension is considered
With planning connection you can get data form RDBMS also which is not applicable to Essbase.
Financial reporting
F.R. Financial
Reporting for highly formatted presentation style reports.
Easily-formatted/ high-quality Report automation User control Rapid report creation Reusable content .Multiple source applications
Benifits
Differnce between Web Analysis and F.R.Web Analysis
Highly graphicalWeb based analysis
tool more suited to dashboards, pin boards etc with slice and dice capability.
Web Analysis is more for Online Interactive Analysis. Does not really have a strong printing output feature.
F.R. Perfect for
producing standardized monthly reporting such as P&L, balance sheets etc.
Highly formatted.Print well in PDF
format.