Data Load and Dimension Build Workflow

To load data or metadata (members) to Essbase, you start by identifying a source of data. In most cases, you need to design a load rule. Finally, you perform the data load or dimension build using a job, a CLI command, or an API.

The following workflow applies when you load data values or dimensions and members into an Essbase cube:

  1. Establish access to an external source of data. The source may be an external database, a file you upload to the Essbase server, or part of a formatted Excel file (application workbook).

    See Sources of Data.

  2. Define a load rule. Load rules are a set of operations you tell Essbase to perform on data and metadata to manage how it loads into the cube.

    See Load Rules.

  3. Perform the data load or dimension build. One way is by using Jobs; see Execute Jobs for details. Alternatively, you can use CLI; see CLI Command Reference.