Hyperion Essbase Design and Architecture

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Course Overview

This course introduces students to the fundamentals of Essbase and theories of multi dimensional database design. The course consists of a series of lessons, each one requiring the students to interact with the Essbase and complete challenging hands-on exercises.

The course begins with the concept of multi dimensionality and how it impacts reporting and analysis. Students will create database outlines, load data into the database, and calculate the data using calculation scripts.

This step-by-step method of instruction makes it possible for students without prior knowledge of multi dimensional databases to easily grasp the topics of discussion.

Course Goals

• To provide students with a solid understanding of multi dimensional concepts.
• To create a strong foundation with Essbase and its management tools.
• To develop the knowledge to optimize Essbase and Essbase database.
• To build and optimize basic calculations.
• To complete hands-on exercises in an interactive, instructor-led environment.

Prerequisites

• Previous experience with databases may be helpful, but is not required
• Previous experience with Microsoft Excel is helpful, but is not required

Who Should Attend?

• Application Developers
• Application Owners
• Application Users
• System Administrators

Course Materials

• Essbase Notes
• Essbase Notes
• Student Disk

Duration

• Five (5) days

Course Outline

• Multidimensional Concepts
  • Two-dimensional storage concepts [grid or spreadsheet]
  • Multidimensional storage concepts [cube]
  • Multidimensional vs. two-dimensional databases
  • Multidimensional Terminology
  • Understanding data density [related to the cube]
• Essbase Architecture
  • Multi-tiered architecture (Database, Application Server and Web tier)
  • Role of Shared Services
  • Reporting options [web, xls, etc - what connects to Essbsase]
  • Management components [workspace, EAS, EIS, Essbase Studio, etc - needed to manage Essbase]
  • Essbase object Summary [outlines, load rules, reports scripts, calculation scripts, partitions, substitution variables, etc.]
  • Essbase storage options [BSO, ASO, etc]
• Designing Applications and Databases
  • Gathering Requirements
  • Defining dimensions [when and why to create dimensions vs. alternate hierarchies]
  • Design Optimization [design for speed of calcs vs speed of data analysis]
  • Partitioning
  • BSO vs. ASO [pros and cons of each]
  • Application settings (cache settings, commit blocks, etc.)
• Building dimensions
  • Dimension Types (Standard Dimension vs. Attribute Dimension)
  • Dimension Tags (Accounts, Time, Country)
  • Creating Applications and Databases
  • Creating Outline Structures
  • Modifying Member Properties
  • Designing Time dimension
  • Designing Scenario dimension
  • Designing Accounts dimension
  • Outline Calculations
  • Designing Accounts Dimensions
  • Testing Outline Calculations
  • Currency Conversion Database
• Optimizing dimensions
  • Creating Member Aliases
  • Dimension Types
  • Creating Period-to-Date Totals
  • Dynamic Calc Members
  • Enhancing Accounts Dimensions
  • Optimizing Data Storage
• Planning Dimension Designs
  • Combining functional dimensions
  • Defining primary and secondary hierarchies
• Building dimensions with rules
  • Rules Files Overview
  • Configuring Dimension Maintenance Settings
  • Creating Advanced Dimension Build Rules Files
  • Advanced Dimension Build Rules Files Overview
  • Creating Shared Members
  • Manipulating Fields
  • Creating User-Defined Attributes
• Loading Data
  • Data Load Overview
  • Creating Data Load Rules Files
  • Selecting and Rejecting Records
  • Capturing New Members
  • Optimizing Data Loads
• Security
  • Security layer [server, application, database, group, user]
  • Setting up users and groups
  • Defining security filters
  • Synchronizing with Shared Services
  • Authentication method [external vs. internal]
• Changing Essbase Default Configuration Settings
  • Essbase configuration file
  • Commonly used settings [cache settings, lock block, enabling parallel calculations and loads]
  • Accessing Technical reference documentation
  • Turning on Essbase data audits
• Getting Started with Smart View
  • Smart View Overview
  • Configuring Data Sources
  • Creating Ad Hoc Reports
  • Setting the Point of View
• Creating Reports with Smart View
  • Manipulating Multidimensional Data
  • Updating Essbase Data
  • Integrating Essbase Data with Microsoft Office
  • Customizing the User Experience
  • Benefits of separating printable reports and retrieve templates
• BSO Data Storage and Calculation
  • Calculation Overview
  • Database Calculation Order
  • Intelligent Calculation
  • Data Block Fundamentals
  • Data Blocks and the Index System
  • Database Statistics
  • Data Block Creation
  • Database Calculation Process
  • Implicitly Shared Members
• Creating BSO Calculation Scripts
  • Calculation Script Organization
  • Returning Correct Calculation Results
  • Troubleshooting CALC DIM Processes
• Controlling the Calculation Process with BSO databases
  • Top-Down Calculation
  • Focusing Calculations with FIX Statements
  • Calculating Conditionally with IF Statements
  • Comparing FIX and IF Calculation Processes
• Referencing Members in BSO Calculations
  • Referencing Members Explicitly
  • Referencing Members Dynamically
  • Using cross-dimensional references
  • Referencing Member values in other databases (@XREF)
  • Creating Calculation Variables
• Analyzing Member Attributes
  • Attribute Dimensions Overview
  • Adding Attribute Dimensions to Outlines
  • Design Considerations
  • Creating Attributes with Rules Files
• Analyzing Varying Attributes
  • Varying Attributes Overview
  • Creating Varying Attributes Overview
  • Viewing Varying Attribute Data
• Analyzing Text and Dates
  • Typed Measures Overview
  • Enabling Typed Measures
  • Creating Typed Measures
  • Viewing Typed Measures
  • Calculations Based on Typed Measures