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Jose R. Ruiz - Oracle Essbase 11 Development Cookbook

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Jose R. Ruiz Oracle Essbase 11 Development Cookbook
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Over 90 advanced development recipes to build and take your Oracle Essbase Applications further with this Oracle Essbase This book and e-book will provide you with the tools needed to successfully build and deploy your Essbase application. Includes the major components that need to be considered when designing an Essbase application. This book can be used to build calculations, design process automation, add security, integrate data, and report off an Essbase cube. In Detail Oracle Essbase is a Multi-Dimensional Online Analytical Processing (OLAP) server, providing a rich environment for effectively developing custom analytic and enterprise performance management applications. Oracle Essbase enables business users to quickly model complex business scenarios. This practical cookbook shows you the advanced development techniques when building Essbase Applications and how to take these applications further. Packed with over 90 task-based and immediately reusable recipes, this book starts by showing you how to use a relational data model to build and load an Essbase cube and how to create a data source, prepare the mini schema, and work with the data elements in Essbase Studio. The book then dives into topics such as building the BSO cube, building the ASO cube, using EAS for development, creating Calculation Scripts and using MaxL to automate processes. What you will learn from this book Design components of a Data Mart to use as data source, maintain meta-data, and support drill-through reporting. Setup a Data Source and Minischema in Essbase Studio so that metadata elements can be manipulated and hierarchies built. Create an Essbase Model, Cube Schema, drill-through report, and deploy both a Block Storage (BSO) and Aggregate Storage (ASO) application. Use Essbase Administration Services (EAS) to create applications, create and use substitution variables, and add complex outline formulas in both the Block Storage (BSO) and Aggregate Storage (ASO) models. Create dimension build rules, flat file load rules, and SQL load rules. Create complex calculations using the Calculation Script Editor, optimize a cube for calculations, and run allocation calculations off an Aggregate Storage database. Automate processes via MaxL scripts and integrate data between Essbase databases and to relational databases Design effective security and build dynamic reports Approach This cookbook is full of immediately useable recipes showing you the advanced development techniques when building Essbase Applications and how to take these applications further. This cookbook offers practical, task-based, and immediately usable recipes covering a wide range of advanced development techniques to build Essbase Applications and take them further. In addition to its cookbook style, which ensures the solutions are presented in a clear step-by-step manner, its explanations go into great detail, which makes it good learning material for everyone who has experience in Essbase and wants to improve. The book is designed in such a way that you can either read it chapter by chapter or refer to recipes that you want in no particular order. Who this book is written for If you are an experienced Essbase developer, Essbase Database Designer or Database Administrator, then this book is for you. This book assumes that you have good knowledge of Oracle Essbase.

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Oracle Essbase 11 Development Cookbook

Oracle Essbase 11 Development Cookbook

Copyright 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: January 2012

Production Reference: 1170112

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-84968-326-5

www.packtpub.com

Cover Image by Sandeep Babu (<>)

Credits

Author

Jose R. Ruiz

Reviewers

Alexia Rodriguez Alwine

Satyanarayana Bodhanapu

Acquisition Editor

Kerry George

Lead Technical Editor

Susmita Panda

Technical Editor

Llewellyn F. Rozario

Copy Editor

Neha Shetty

Project Coordinator

Vishal Bodwani

Proofreaders

Aaron Nash

Chris Smith

Indexer

Rekha Nair

Production Coordinator

Arvindkumar Gupta

Cover Work

Arvindkumar Gupta

About the Author

Jose R. Ruiz is an Oracle Essbase 11 Certified Implementation Specialist with over nine years experience in developing enterprise-level Essbase applications. He has maintained and conducted post-production development on 18 Essbase databases. In addition, Jose Ruiz has been charged with developing E-commerce, Fixed Assets, Balance Sheets, Point of Sales, and Inventory databases.

Jose Ruiz is currently working with Oracle consultants on designing, developing, and implementing an Inventory, Purchase Order, and Sales Data Mart and an Essbase database at his current employer.

I would like to thank my colleagues and friends Peter Beddoe and Alexia Alwine for their review and advice. In addition, I would like to thank my wife, Yaneth C. Ruiz, for her support and patience throughout this endeavor.

About the Reviewer

Alexia Rodriguez Alwine is a Project Manager with extensive experience in the pharmaceutical and consumer products industries. She has worked with Unilever, Inc. and several of its subsidiaries; Steifel Laboratories, a GlaxoSmithKline company; and BE Aerospace. In addition to serving as a Project Manager, she has served as Hyperion Administrator, Systems Analyst, and Finance Manager. Her experience with Oracle includes Web Analysis, Financial Reporting, FDM, HFM, Hyperion Planning, Oracle Upgrades, and Essbase Migration Projects. She also has experience with SAP and Data Mart implementation.

Alexia graduated with a bachelor's degree in economics, communications, and international relations from the University of Pennsylvania. She received her MBA from the University of Florida. In her spare time, she researches and conducts workshops concerning the impact of technology on the family.

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Preface

Oracle Essbase 11 Development Cookbook will help you learn the tools necessary for the development of Essbase databases in Oracle Essbase version 11.1.2.1. Here you will find over 90 recipes that explain everything from how to use a relational data model to building and loading an Essbase database in Essbase Studio. The book also goes over how to build the Block Storage ( BSO ) databases and explains some of the options are exclusive to building an Aggregate Storage ( ASO ) database. In this book, we will be using Essbase Studio, Essbase Integration Services ( EIS ), and Essbase Administration Service ( EAS ) to build databases, and we will discuss the strengths of each tool. Moreover, we discuss how to create Calculation Scripts, use MaxL to automate your processes, and integrate data. Finally, we step through how to effectively implement security, and how to build dynamic reports. The reader is encouraged to use these recipes as the foundation for their own customized databases and scripts.

What this book covers

, Understanding and Modifying Data Sources . This chapter explains how to prepare your data source to build hierarchies and load data in Essbase databases. Because you should not have to rebuild the wheel, we cover some tools that will assist us in extracting hierarchies from existing Essbase databases for the purpose of setting up your star schema in a relational environment. The goal of this chapter is to show the reader the components needed to maintain metadata in a relational environment and set up that environment to support drill-through reporting. This being said, most of the techniques used in this chapter can be implemented using flat files as well.

, Using Essbase Studio . We will begin this chapter by discussing advantages of and disadvantages of Essbase Studio when compared to development tools like Essbase Integration Services ( EIS ) and Essbase Administration Services ( EAS ). This chapter also has some of the more basic yet necessary steps needed to build your database using Essbase Studio. We will review how to create a data source, minischema, and manipulate data elements with Common Platform Language (

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