Interactive Reporting & Essbase. interrel Consulting

Transcription

1 Interactive Reporting & Essbase interrel Consulting

2 interrel - Founded in Oracle Titan Award winner for EPM Solution of the year 2008 Oracle Excellence Award winner with Pearson Education One of the fastest growing companies in USA (Inc. Magazine, 08) The only Hyperion consulting partner with 2 Oracle ACE Directors and one Oracle ACE Founding Hyperion Platinum Partner; now an Oracle Certified Partner Focused on Oracle Hyperion EPM software 100% of our senior consultants are Hyperion Certified Professionals 250+ Hyperion projects completed Optimization improvements of more than 99% Regular presenter at Hyperion s users groups and solutions conferences If you like this presentation, we offer training! Free weekly Thursday webcasts (info@interrel.com) 2

3 Look Smarter Than You Are with Essbase 3 Essbase Books Available: Complete Guide System 9 Complete Guide End User Guide Find out more at Search lulu.com for Essbase to see all 3 books 3 Copyright 2007, Hyperion. All rights reserved.

4 Disclaimer These slides represent the work and opinions of the presenter and do not constitute official positions of Oracle or any other organization. This material has not been peer reviewed and is presented here with the permission of the presenter. This material should not should not be reproduced without the written permission of interrel Consulting.

5 Agenda The New Way Introduction to CubeQuery The Old Way The Details Walk Through the Setup and Query Process Comparison to Web Analysis QA

6 CubeQuery New connection method for Essbase databases Introduced in Much better than OLAPQuery

7 OLAP Query Olap Query vs. Cube Query Cube Query Pre 9.3 Available in 9.3 Slicer Side Top Filters from multiple members may be selected and applied from a single hierarchy Measures are treated as distinct dimensions and can be placed on in the Facts pane of the data layout Member selection in the data layout is unavailable Short cut menu enables access to the Filter dialog box and Remove option Filters Rows Columns One filter member can be selected per dimension (filters for multiple members within the same dim are not supported) Measures can be in row, column, or filter panes Member selections in the Row, Column, and Filter panes of the data layout can be edited in the Member Selection dialog box Shortcut menu enables access to Remove option, Member Selection dialog, Data Filter option, Variable option and Filter option

8 Cube Query Requirements Essbase 7x or 9x Essbase 9.3 or greater runtime client

9 Create a Database Connection Create database connection Database connection file is a.oce file

10 Create an Essbase Connection Choose Essbase as software connection

11 Create an Essbase Connection Enter ID, password, and server

12 Create an Essbase Connection Select the application and database

13 Choose an Measures Dimension Select the Measures dimension *This has important implications

14 Save the Database Connection Save the OCE

15 Save the Database Connection Save the OCE

16 Cube Query Window CubeQuery section is the Interactive Reporting interface with Essbase 7.x, and 9.x databases Provides access to the cube in which multidimensional data can be analyzed and complex calculations can be applied before and after the queries are processed Resulting data set can be shown with relational data side-by-side in a dashboard report, or downloaded to a results set and joined to relational sources

17 Cube Query Window Also called the data layout

18 Cube Query Catalog Lower left hand part of the screen Displays one or all dimensions in a tree model The tree can be expanded to display additional members Generations are not included in the hierarchy. Page to navigate through many members You can define the Query Options - Number of Members to display Default is 50 Search by member name or alias Toggle between single and all dimension modes

19 Create a CubeQuery Section Select Tools > Options > Program Options > OLAP and clear Use Old OLAP Query section CubeQuery is the default Essbase query type Select Insert > New Query Select an IR.oce file for the Essbase application.database Enter an ID and password and click OK In the catalog, select a member dimension and select Query > Add to Rows or Add to Columns or Add to Filters Click Process

20 Add to Columns

21 Add to Columns

22 Add to Rows

23 Add to Filters

24 Query Result

25 Member Selection Use Member Selection Browse and Search tabs to define member criteria for each dimension Available functions Member Children Descendants Bottom (level zero members under the selected member) Siblings Same Level Same Generation Select Next / Previous Subset (udas, attributes, levels, generations) DTS

26 Browse Members In the data layout, right click a dimension and select edit

27 Member Selection

28 Member Selection

29 Member Selection

30 Member Search Search tab by member name, alias or both Use the * wildcard

31 Subsets

32 Subsets in Member Selection

33 DTS and CubeQuery DTS members are predefined members for to date reporting (YTD, MTD) CubeQuery uses MDX to query Essbase and MDX doesn t have the exact equivalent of DTS functions Combination of xtd and Sum functions are used Watch out for those members with Two Pass and Time Balance (order of calcs may not be right)

34 Variable A variable is a constraint that a user selects when the query is processed In the data layout, right-click a dimension member and select Edit Select Use as variable Click OK You can also a member in the data layout and on the shortcut menu, select Variable

35 Substitution Variables

36 Data Filters Limit data retrieved from the database Applied on the server (not the client) Filter data based on top or bottom values Apply sorts to the data or metadata Apply show / hide criteria Used to create asymetric reports

37 Data Filters

38 Data Filters

39 Set Conditions Available for Show/Hide feature of Data Filters From the Where Pane of the Show/Hide definition, select Value for dim member value Click Condition Select operator for comparison = <> < > <+ >= In the Edit box enter the numeric value Click OK Click the Arrow icon to add the conditioned value to the selected pane Click ok

40 Conditions

41 Persisting Data Filters Data filters (Top/BottomN, Sort, or Hide/Show) are persisted even after the members selected for the data filter are no longer in the query. As long as the overall dimension selections in the data layout are not modified, the data filter can still be applied. Enables users to retain the data filter definition even when the query is modified or rebuilt If the dimension selections in the data layout are changed and the data filter definition is not removed or modified, the results set may not be synchronized with what has been requested.

42 Persistent Data Filters Prompt to remove or updated data filter Leave preserves the data filter regardless of members that have been added or removed from the query Remove remove the data filter Update launches the Data Filter dialog box Sometimes a user is not prompted Various drilling / analytic activies

43 Query Options

44 Query Options Auto refresh enables the automatic query of the database when an item is added or removed from the data layout If not turned on you must click Process to query the db Small queries yes Large queries - no Catalog display specify the max number of members to display

45 Query Options Suppression Use Aliases #Missing label Zero label

46 Query Options Drill options Next level or other Member retention

47 Process Queries

48 Example

49 Navigating Drill Keep only Remove only Same Essbase functionality we know and love

50 Formatting Options Font Style Number Justify Border Auto-Size Width Auto-Size Height Corner Labels Spotlighter (same as traffic lighting in WA)

51 Formatting Corner Labels

52 Spotlighter

53 Download Results Render flat table representation of multidimensional Essbase Result section can be used for further analysis, report creation, and joining with data from relational sources Once in result section, processing is done on the IR side (not Essbase) Results are only updated when you select the Download to Results feature or when you process results again Consider Auto Generate results for small queries

54 Download Results

55 Download Results

56 Downloaded Results (Flat view)

57 Downloaded Results

58 How are ragged hierarchies handled?

59 Creating Charts Select Query > Show As Chart

60 Pivot Accounts as Facts

61 Can Measures go down my rows? No Not if Measures is defined as the Accounts dimension

62 Can Measures Go Down my Rows? You have to define another oce and define another dimension as the Measures dimension This will be required if you are creating reports with Essbase data If you are using Dashboards only, then you can insert the Essbase query into the dashboard

63 Essbase Queries in IR One big query? Many smaller queries? Depends on what you need for dashboards If you are only rolling out controlled dashboards with no analytics or true adhoc analysis, then you can create the specific queries you need for the dashboard Depends on privileges you give end users If you users need to perform adhoc analysis and advanced analytics, then you need to consider if they can create new queries or if they are limited to working in predefined queries

64 The End User Perspective Interactive Reporting and Essbase WITH A COMPARISON TO WEB ANALYSIS

65 The End User Perspective In most cases, you aren t going to rollout the IR Studio to your mass of users So what can IR end users do via the web? For basic drilling or other analytic capability, use HTML or IR web client To modify the query, use the Interactive Reporting web client

66 Open As

67 IR Drill Options

68 Web Analysis Drill Options

69 Member Selection in IR

70 Member Selection in WA

71 Data Display

72 Data Display Options

73 End User Capabilities IR Web Client Users can drill down and perform analysis in Essbase If the correct privileges are assigned, users can make changes to the query As long as the query is not saved to the repository, then the main source query will not be changed Users can save their personal queries locally If the correct privileges are assigned, they can save their personal queries to the workspace as well

74 Edit Permissions To assign privileges, go to the properties of the BQY Select Edit permissions Depending on your requirements, you will want to set access to file and adaptive state accordingly

75 Edit Permissions

76 Edit Permissions How you set permissions in Essbase queries may differ in how you set permissions in relational queries

77 Advanced Analytics IR vs. WA Basic Drilling Swap Rows and Columns Client install Adhoc Query Member Selection Traffic Lighting Formatting / Presentation Save Personal Queries WA Studio WA Workspace IR Studio IR Web Client Yes Yes Yes Yes Yes Yes Yes Yes Yes No Required first the first time No install necessary Client application Required the first time Yes Yes Yes Yes No IR HTML No install necessary High High Medium Medium None Yes Yes Yes Called Spotlighter Yes Called Spotlighter Yes Yes Yes Yes No Yes Yes Yes Yes No No

78 Essbase & Dashboards in Interactive Reporting WITH A COMPARISON TO WEB ANALYSIS

79 Reports vs. Dashboards Reports Offer greater flexibility in filtering (right click) True analytics like drill down and swap rows and columns For analysts and power users Dashboards Guided user process Allow radio buttons, drop downs For execs and higher up managers or for novice, basic users

80 Essbase and IR Reports You can pull Essbase and relational data together into one report You cannot pull the Essbase query into the report You can pull Essbase query resulting options like tables, pivots or charts into reports You cannot add drop downs or other objects for filtering across the two types of queries That s where you create a dashboard

81 Essbase and IR Reports

82 Essbase and IR Dashboards You can incorporate Essbase data into dashboards just like any other query You can pull the Essbase query itself on to the dashboard or any other resulting objects Although the Essbase analytic functions are not available

83 Essbase and IR Dashboards

84 Dashboards IR vs. WA Complexity to Create Requires Programming Web Analysis Medium None Interactive Reporting Flexibility High Very high Drillable within the Dashboard (Essbase sources) Present Essbase Data with Relational Data Yes Yes but not well Medium - Complex Yes Java scripting; No Yes Data Controls Yes Yes

85 So if I m evaluation Web Analysis and Interactive Reporting, which one?

86 Web Analysis vs. Interactive Reporting Not really one right answer Technically you could use both but IR requires Java Scripting knowledge for creating and maintaining dashboards Learning curve for both products (similar concepts but steps and design considerations are completely different) Web Analysis if you are only reporting on Essbase Interactive Reporting if you report against relational sources Interactive Reporting if you report against Essbase and relational sources in the same report or dashboard

87 Web Analysis vs. Interactive Reporting Web Analysis if you don t have any technical resources available / programmers Web Analysis is easier to learn for administrators No Java Scripting or coding required From an end user perspective, you will want users to report against Essbase in one of the tools either WA or IR Don t have them try to learn both IR and WA have the same functionality for the most part (there may be a few more features in WA) So then why not just use IR? Back to the note on Dashboard building more complex

88 The Future?

89 89 Future 11g The Future Answers Dashboards Reporting and Publishing (SQR & BI Publisher) Delivers Smart View Financial Reporting (will continue to be supported) Supported with Limited Enhancements Interactive Reporting Web Analysis Compelled to move to Answers and Dashboards Think Excel Add-in vs. Smart View *11g coming next year sometime Some items shown in the next slides are available today

90 OBIEE + OBIEE 90 What is OBIEE+? Product OBI Server Answers Dashboards Delivers Mobile Analytics BI Publisher Overview Create a virtual data warehouse of many sources Data resides in the transaction systems (could be a burden on transaction systems) Analysis over the web for OBI sources Easy-to-create and use dashboards for OBI Sources Delivery to s, dashboards, web services Alerting capabilities Content access via mobile devices Formatted reports, pixel perfect reports Not a tool for analysis Financial Reporting Interactive Reporting Web Analysis SQR Production Reporting Printed, formatted reports for Oracle EPM System (Essbase, FM, Planning) Analysis, reporting and dashboards for relational and Essbase sources Analysis and dashboards for Oracle EPM System (Essbase, FM, Planning, HPCM) Pixel perfect, large volume reporting

91 91 OBI Server Provides integration of many sources Intelligent caching services Intelligent request generation and optimized data access services Three layers Physical Business Model /Mapping Presentation

92 92 Answers Part of the OBIEE suite Adhoc reporting interface, pivot, charts Point and click Save organize and share Link content to Dashboards Answers+ coming soon full Hyperion feature support

93 93 Dashboards Part of the OBIEE suite Fully interactive graphical dashboards Real time data across enterprise sources Point and click to create and use Guided analytics intelligent links to aid users in their investigations Dashboards+ coming soon full Hyperion feature support

94 Hmm Many tools that do the same thing? 94 OBI Server Answers Dashboards vs. IR and WA? OBI Server vs Essbase? Future direction Answers and Dashboards Publisher

95 Comparing OBIEE to Interactive Reporting TODAY 95 OBIEE Components OBI Server / Answers / Dashboards Foundation / Virtual Schemas OBI Server Awesome Relational Reporting Strong Strong Static Essbase Reporting Analytic Essbase Reporting? End user perspective Dashboards Strong Not available Strong Interactive Reporting Interactive Reporting (Data models, BQY, clients IR Data Model Good Strong Yes, with CubeQuery introduced in Strong Dashboard creation Easy Difficult (scripting required Integration with Workspace Yes Yes Future Yes No

96 Answers and OLAP Style Queries for Essbase - Future 96 Analytic Essbase analysis Calculated members Ragged and skip level hierarchies And more

97 Conclusion The New Way Introduction to CubeQuery The Old Way The Details Walk Through the Setup and Query Process Comparison to Web Analysis Future QA The Key Take Away IR CubeQuery allows you to easily combine relational and Essbase content together in reports and dashboards

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99 99 Upcoming HPCM Events Solutions Road Trip to Dallas Tuesday, December 16 th Breakfast Briefings with Live Demo Tuesday, January 21 st in Dallas, Texas Wednesday, January 22 nd in Houston, Texas For more information on these events, please contact Danielle White at

100 QUESTIONS AND ANSWERS Tracy McMullen interrel Consulting Looksmarter.blogspot.com