Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• Part I Getting Started with Profitability and Cost Management
  • 1 Overview
    • About Profitability and Cost Management
    • Accessibility in Profitability and Cost Management
    • Profitability Types
      • Management Ledger Profitability
      • Detailed Profitability
    • Additional Product Components
    • Administrative Tasks
    • Launching Profitability and Cost Management
  • 2 Managing Security and Authorizing Users
    • About User Setup and Provisioning
    • Assigning Security Roles
      • Security Roles for Management Ledger Profitability
      • Security Roles for Detailed Profitability
    • Auditing Changes in Profitability and Cost Management
    • Output Log Files
    • Oracle Diagnostic Logging (ODL) Files
• Part II Creating Profitability and Cost Management Applications
  • 3 Creating Applications Using the Profitability Applications Console
    • Displaying the Profitability Applications Console
    • Guidelines for Using the Profitability Applications Console
    • Creating Applications with Dimensions from an Essbase Master Cube
    • Creating Management Ledger Applications
      • Creating Management Ledger Applications with Dimensions from Flat Files
      • Creating Management Ledger Applications by Importing Template Files
    • Working with Applications in the Profitability Applications Console
      • About Working with Applications in the Profitability Applications Console
      • Editing Application Descriptions and Shared Services Projects
      • Performing Other Application Actions
      • Updating Application Dimensions
      • Viewing Tasks in the Profitability Applications Console Job Library
    • Preparing Templates and Flat Files for Creating and Updating Management Ledger Profitability Applications
      • About Preparing Templates and Flat Files for Creating and Updating Management Ledger Profitability Applications
      • Exporting Templates
      • Preparing Flat Files for Each Management Ledger Dimension
      • About Flat File Properties
      • About Comments in Flat Files
      • Flat File Sample
    • Creating an Essbase Master Cube for Profitability and Cost Management
      • Dimension Types
      • User-Defined Attributes
      • ASO Dimension and Member Properties
      • Specifying BSO and Member Dimension Properties
      • Viewing Block Storage Option (BSO) Data Storage Values Assigned to Member Properties
      • Custom Measures Dimensions
• Part III Working with Management Ledger Profitability
  • 4 Understanding Management Ledger Profitability Application Architecture
  • 5 Understanding Management Ledger Dimensions
    • About Management Ledger Dimensions
    • Management Ledger System Dimensions
      • Management Ledger Rule Dimension
      • Management Ledger Balance Dimension
    • Management Ledger Business Dimensions
    • POV Dimensions
    • Attribute Dimensions
    • Alias Dimensions
    • Management Ledger Dimension Sort Order
      • Dimension Sort Order Recommendations
      • Setting the Dimension Sort Order
  • 6 Performing Other Application Management Tasks
    • Managing Management Ledger Profitability Applications
      • Working with Management Ledger Applications and Dimensions
      • Profitability and Cost Management Dimension and Member Properties
      • Setting Hierarchy Type Property
    • Validating and Deploying Management Ledger Applications Using the Wizard
• Part IV Working with Detailed Profitability
  • 7 Understanding Detailed Profitability Product Architecture
  • 8 Working with Detailed Profitability Databases
  • 9 Product Schema
  • 10 Model Data Schema for Detailed Profitability
    • About Model Data Schema for Detailed Profitability
    • Model Data Schema Table Grants to the Product Schema
    • Model Data Schema Table Structural Requirements
    • Registering Database Views
  • 11 Working with Detailed Profitability and Cost Management Dimensions and Metadata
    • About Detailed Profitability Dimensions and Metadata
    • Detailed Profitability Dimension Types
    • Alias Dimensions
    • Business Dimensions
    • POV Dimensions
    • Attribute Dimensions
    • Dimension Sort Order and Density Settings
      • Dimension Sort Order Recommendations
    • Setting the Dimension Sort Order
  • 12 Calculating Detailed Profitability Models
    • Pre- and Post-Calculation Custom Scripts
      • HPM_SQL_SCRIPT
      • Creating Custom Scripts
    • Creating the ODBC Data Source to Enable Data Transfers
    • Advanced Calculation Options
      • Driver Operation Types
    • Other Process Type
  • 13 Importing Detailed Profitability Staging Tables
    • About Importing Detailed Profitability Staging Tables
    • Creating Import Database Tables for Detailed Profitability
    • HPM_STGD_POV
    • HPM_STGD_DRIVER
    • HPM_STGD_DRIVER_SEL
    • HPM_STGD_DRIVER_EXCEP
    • HPM_STGD_ASGN_RULE_SEL
    • HPM_STGD_CALCRULE_SNGLSRC
    • HPM_STGD_CALCRULE_CALCMSRS
    • HPM_STGD_CALCRULE_MULTISRC
  • 14 Exporting Model Definition Data for Detailed Profitability
    • About Exporting Model Definition Data for Detailed Profitability
    • HPM_EXPD_STAGE
    • HPM_EXPD_POV
    • HPM_EXPD_DRIVER
    • HPM_EXPD_DRIVER_SEL
    • HPM_EXPD_DRIVER_EXCEP
    • HPM_EXPD_ASGN_RUL_SEL
    • HPM_EXPD_CALCRULE_SNGLSRC
    • HPM_EXPD_CALCRULE_CALCMSRS
    • HPM_EXPD_CALCRULE_MULTISRC
    • Generating Statistics for a Detailed Profitability Application
• A Application Design Best Practices
  • Managing Application Scalability
    • Dimension Count
    • Dimension Member Count
    • Attributes and UDAs
    • Data Scale Management
      • Summarize Starting Data
      • Summarize Allocation Midpoints
  • Managing Dimension Design
    • Dimension Types
      • Stored
      • Dynamic
      • Hierarchies Enabled
    • Hierarchy Top Levels
      • Rollup and Reporting
      • No Member
      • Best Practice Example
    • Duplicate Members
  • Managing Application Logic Design
    • Simple Strategies for Managing Rule Count
      • Identify Where Common Logic Can be Applied Using a Single Rule
      • Use the Absence of Driver Data as an Allocation Filter
    • Allocation Rule Types and Options
      • Simple Dimension Extension
      • Complex Dimension Extension
      • Simple Reclassification
      • Complex Reclassification
      • Same as Source, Different Dimension
      • Allocation Rule and Member Selection Options Allowed for Each Rule Type
    • Rule Ranges
      • Range Size and Sparsity
      • Using Source Segmentation
      • Using Filters or Alternate Hierarchies
      • Avoiding Using Negative Driver Data Values
      • Avoiding Using Dynamic Members as Drivers
    • Using Parallel Execution in Rulesets
    • Custom Calculation Rules
• B Importing Data into Profitability and Cost Management
  • About Importing Data
  • About Staging Tables
  • Creating Import Configurations
  • Modifying Import Configurations
  • Deleting Import Configurations
  • Running Import Configurations
  • Verifying Imported Data
• C Migrating Data Using EPM System Lifecycle Management
  • About Lifecycle Management
  • ApplicationData and Dimensions Artifacts for Management Ledger
  • Modifying Default Timeout Settings for Lifecycle Management
• D Backing Up Profitability and Cost Management Components
• E Essbase Naming Conventions
  • Generated Calculation Script Naming Conventions
  • Essbase Naming Restrictions for Applications and Databases
  • Essbase Naming Restrictions for Dimensions, Members, and Aliases
  • Essbase Naming Conventions for Attribute Calculations Dimension