Oracle Essbase 9 Implementation Guide- P23 ppsx
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Chapter 3
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• Second, you can see that the data is starting from the top to the bottom,
meaning we are going from the Total Markets to all the way down to the
individual Dealer information. Remember, the best top-down data load
method is the generations setting. We will need to choose the generation
build method.
To choose the build dimension method, in EAS, with the Data Prep Editor open:
1. Click on Options, and then click on the Dimension Build Settings
2. Select the second tab which is the Dimension Build Settings, and you will
see the Dimension Build Settings screen as shown in the following screenshot:
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
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Building the Essbase Outline
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These are the actions you can do in the Dimension Build Settings:
• Select the Dimension Name: In this section, you can chose the dimension
name for which this rule is being built—in our example, we have chosen
Total Market as the dimension name
• Existing Members: If you are updating the outline quite often, you can
chose these options.
° Allow Moves: This property should be set to true if you think
the member would move from one parent to another parent.
When this move happens, the data will also move along with the
member. If the parent of this member is a stored member, the roll
up information will show the incorrect number.
Let us say, in our example INDIANA is in the EAST region. Prot on
INDIANA is 1 million dollars, prot on EAST is 5 million dollars and
prot on WEST is 8 million dollars.
During our market reorganizing the top management decides that INDIANA
should be moved into the WEST region from the EAST region. After we run
the Market rules le with the corrected data le, the Market dimension is
updated with the new structure shown as follows:
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
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Chapter 3
[ 97 ]
INDIANA moves to WEST along with its prot, but the EAST still shows 5
million dollars, and WEST still shows 8 million dollars. In order to show the
right numbers, the data needs to be recalculated as the parents WEST and
EAST are stored data. In our example, we will enable this property for the
Total Market member.
° Allow property changes: This allows the rules le to update
the data storage properties, and consolidation operators.
For example, changing the Dynamic Calc setting to Dynamic
Calc and Store, or from (+) to (–) consolidation on a member.
If this option is disabled, the rules will not allow the member
properties to be updated. In our example, we will enable the
Allow property changes. And yes, in your data le, the column
that you designate as the member properties will actually contain
the characters used in the database outline editor to indicate the
specic properties. For example, if the member you are adding
will have a consolidation of add, there will be a plus character (+)
in the data. When this column is tagged as the member properties
column during the build, Essbase will set the consolidation
property to +.
° Allow formula changes: This allows the rule le to update
the formula on a member, if a formula exists. If this property
is disabled, you will not be allowed to change the formula from
the rules le. In our example, we do not have a new property
for Total Market so we are not enabling this property.
• Select the Build method: This is where you specify which method is used
by this rules le to update the outline. There are three main methods in
this section from which you can choose. We have previously chosen the
Generation method as our source le is in the top to bottom hierarchical order.
• Member sorting: This property will set the sorting order while updating
the outline using this rule. This sorting is applied to all of the members
under this dimension.
These are the three sorting choices you can make:
° None: No sorting order is selected
° Ascending: Updates the outline in the ascending sort order
° Descending: Updates the outline in the descending sort order
For our example, let's select the Ascending order (A to Z).
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
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Building the Essbase Outline
[ 98 ]
• Member Update: There are two ways you can update members in the outline.
Either adding a new member to the outline when a new member is included
in the data le, or by completely replacing the outline with a new outline.
° Merge: This will add new members into the outline whenever a
new member comes in with the data. New members are added in
alongside existing members.
° Remove unspecied: This will delete all of the members in the
outline and update the outline with the new members specied
in the rules le and the accompanying data le.
Step 7: Format le
When necessary, Essbase allows you to manipulate or transform input data in
order to make the data Essbase-friendly. To open an input source le in EAS,
with the Data Prep Editor open:
1. Click on Options and then click on the Data Source Properties.
2. Go to second tab which is File Edits tab
These are things that you can edit in the input data le:
• Move: Changes the order of the elds in the input data. For example, if you
want to move Field 3 into Field 2's place, you can click on the Move button
and then move Field 3 up as shown and click on OK. Field 3 has now traded
positions with Field 2. This is helpful when ordering data for dimension
building purposes.
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
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Chapter 3
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If you change your mind, you can always delete (undo) the column that was
moved. Once you delete the moved column, it goes back to its original place.
• Join: Joins two or more elds to make a new unique column.
In the example below, we have joined Field 9 and Field 10 together:
• Split: Splits the eld at a given number of characters into two elds.
In the following example, we split Field 12, which has the dealer code,
into two elds as shown:
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
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