Quick Start for Implementing Essbase

Some information in this chapter applies only to block storage databases and is not relevant to aggregate storage databases.

Also see:

The following table provides a process map for implementing Essbase. Each step in the process is described at a high level, with references to where you can obtain more detailed information.

Table 1. A Process Map

Process Step


Learn the fundamentals of Essbase and distributed OLAP.

Assess your needs and requirements.

Have a clear idea of your data analysis needs and which calculations and reports you want to run.

Your budget, forecasting, and other financial reports with notes on how you want to improve them

Analyze your data from a multidimensional perspective:

  • Where are your data sources?

  • What type is the data? Is it detailed, relational data, or is it higher-level, hierarchical data that can be used for analysis?

  • In what format is the data?

  • How will you access the data? If you must access relational data, you may need Oracle Essbase SQL Interface or Integration Services.

Install Essbase.

Oracle Enterprise Performance Management System Installation and Configuration Guide

Design your application and database.

  • Identify business and user requirements, including security.

  • Identify source data and determine the scope of the Essbase database.

  • Choose whether to leave lowest-level member data in a relational database and access with Hybrid Analysis, or to load all data.

  • Define standard dimensions and designate sparse and dense storage.

  • Identify any need for attribute dimensions.

  • Identify any need for currency conversion applications that track data in different currencies.

  • Define calculations needed for outline dimensions and members.

  • Identify any need to monitor data changes in the database. You monitor data changes using the Essbase triggers feature.

Case Study: Designing a Single-Server, Multidimensional Database

Estimate the size of your database, check disk space, and ensure that the sizes of the index, data files, and data caches in memory are adequate.

Create an application and a database.

Creating Applications and Databases

Design a currency application.

Designing and Building Currency Conversion Applications

Build an outline for your database.

Creating and Changing Database Outlines

Assign alias names to your members.

Setting Dimension and Member Properties

Build the dimensions. Decide whether your data loads will introduce new members into the outline. If so, consider dynamically building your dimensions using a rules file and a data source. If not, set up regular data loads.

Load your data. You can load data in these ways:

  • Free-form

  • With a rules file

  • With Hybrid Analysis

Calculate your database.

  • Decide on a type of calculation: outline or calculation script, or a combination

  • Ensure that relationships between members and member consolidations in the database outline are correct.

  • Consider whether tagging some members as Dynamic Calc or using Intelligent Calculation will improve calculation efficiency.

  • Consider which members you should tag as two-pass calculation to ensure correct calculation results.

Learn about dynamic calculations and how they can improve performance.

Dynamically Calculating Data Values

View data with Smart View, other Oracle tools, or third-party tools.

  • See the Oracle Smart View for Office User's Guide

  • For third-party tools, see vendor documentation

Learn about Partitioning. Think about whether your data can benefit from being decentralized into connected databases.

Link files or cell notes to data cells.

Linking Objects to Essbase Data

Copy or export data subsets.

Copying Data Subsets and Exporting Data

Back up and restore your data.

Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide

Allocate storage and specify Essbase kernel settings for your database.

  • Data compression: Specify data compression on disk and the compression scheme.

  • Cache sizes: You can specify the index, data file, and data cache sizes. To prevent a slowdown of the operating system, ensure that the sum of index and data cache sizes for all the active databases on the server is not more than two-thirds of the system’s RAM.

  • Cache memory locking: You can lock the memory that is used for the index, data file, and data caches into physical memory.

  • Disk volumes: You can specify the storage location of Essbase index files and data files, appropriate disk volume names, and configuration parameters.

  • Isolation level: Specify committed or uncommitted access.

Generate a report.

  • Choose a type of report: structured or free-form.

  • Plan the elements of the report, such as page layout, column number, member identity, data value format, and title content.

  • For a structured report, create page, column, and row headings (unnecessary for free-form reports).

  • Create and test a report script using Administration Services Report Script Editor or any other text editor.

  • Save the report on Essbase Server or on a client computer.

Fine-tune your database performance and storage settings.

Automate routine operations by using MaxL or ESSCMD.

Design security for your database.

  • Create a security plan for your environment based on database security needs.

  • Create users and groups and assign them administrative or data-access permissions, if necessary.

  • Define common data access permissions at the scope of the server, applications, databases, or data-cell levels.

  • To define global application or database permissions, select the relevant application or application and database and adjust the settings.

Maintain your applications.

Analyze and improve performance and troubleshoot errors if they occur.

  • Ensure that block size is not excessively large.

  • Set the correct size for the index, data file, data, and calculator caches.

  • Validate the database to ensure data integrity.

  • Consider using partitioning to distribute data across multiple cubes for better scalability and performance.

  • Ensure that disk space is adequate to allow the application to grow over time.

  • Archive data from Essbase Server on a regular basis.

  • Enable logging for spreadsheet update to ensure that log files are updated after archiving.

  • If sorting on retrievals, increase the size of the retrieval sort buffer.