advanced security option (aso) for reporting purposes
Post on 13-Sep-2014
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At the UK OUG Applications Summit, Edgewater Ranzal presented the intricacies of Advanced Security Option (ASO) in Oracle Hyperion, as well as tips and tricks, best practices and gotcha’s.TRANSCRIPT
The Right Tool For the Job:
ASO for Reporting Purposes
The Brewery, London Tuesday, 15th October 2013
Presentation Agenda
• Introduction to Edgewater Ranzal and your Speakers!
• What’s Great about ASO?
• Design3
• Optimisation
• Tips ‘n’ Tricks
• Q&A
• Assessment forms
• Lunch
Page 3
Introduction to Edgewater Ranzal
16+ Years 700 + clients
1,200 + projects
Focussed
Services
Methodology
People
Customers
Relationships
Our Services Dashboards & Scorecards, Profitability & Cost
Mgmt, Financial Analytics & Reporting,
Operational Analytics, What-if Analysis, Query &
Reporting, Visual Exploration
Planning, Budgeting, Forecasting,
Workforce Planning, Capital Planning,
Project Planning, Campaign Planning,
Strategic Finance
Project/Program Mgmt, EPM Road Maps,
Application Reviews, Business
Requirements, Process Change,
Documentation
Business
Intelligence
Planning
Support
Services
Project
Management
Support Services - Project/Program Mgmt,
EPM Road Maps, Application Reviews,
Business Requirements, Process Change,
Documentation
Our Services
Consolidation
Business
Intelligence
Planning
Infrastructure
Training
Support
Services
Data
Services
Project
Management
Financial performance, Legal,
Segment & Mgmt Reporting, Financial Close
HFM Optimization, Performance Lab
SOX Compliance Support
Data Integration, Financial Data
Management, Data Warehousing, Master Data
Management, ETL Services, Performance
Tuning, Automation
Installation, Upgrades, Migration, System
Monitoring, Backup and Recovery, Disaster
Recovery, Load Testing, Hardware Sizing,
Exalytics Benchmarking
Key Teach Course Delivery: Planning, Essbase,
Financial Reporting, Smart View, HPCM, HFM,
FDM, DRM, OBIEE.
Custom Training Delivery: Process & Reporting
Introductions
Mark Drayton • Certified Hyperion Professional in:
• Hyperion Essbase
• Over 8 years of technical experience in
Planning, Budgeting and Analysis. A
portfolio of client engagements from
different industries
• Financial Services
• Consumer Products
• Professional Services
• Health Industry
Areas of expertise in EPM - Essbase,
Planning, HPCM, Data Integration and multi
product implementations.
Jerome Williams • Certified Hyperion Professional in:
• Hyperion Essbase
• Planning
• Over 7 years of technical experience in
Planning, Budgeting and Analysis. A
portfolio of client engagements from
different industries
• Financial Services
• Insurance
• Local Government
Areas of expertise in EPM – Reporting,
Planning, Essbase and HPCM
6 years of Management Accountant
experience
Page 7
What’s Great about ASO…
• Lev0 Data Only
• Data can be submitted via
Smart View!
• No CSC, but MDX & REP’s
will work
• Materialised views.
• All calculations are made
on the fly.
• 2 Type of Data: Input &
Derived.
The Basics
Page 8
What’s Great about ASO…
• ASO can support many
more dimensions –
limitless!
• And these can support
000’s & 000,000’s of
members.
• Supports many Sparse
dimensions.
The Basics
Volumes
Page 9
What’s Great about ASO…
• Since v7 ASO has seen a
number of significant
improvements
• Key component to HPCM
(Standard)
• Now features as an option
in Hyperion Planning
(v11.1.2.3)
• Source of OBIEE
The Basics
Volumes
Strategic
Page 10
What’s Great about ASO…
• Using Calculation Manager
it is now possible to write
ASO scripts!
• Reusable templates in a
graphical interface
• MDX knowledge not
required
The Basics
Volumes
Strategic Calc
Manager Rules
Page 11
What’s Great about ASO…
• Bring great flexibility to the
application architecture.
• Makes a significant
improvement to the user
experience
The Basics
Volumes
Strategic Calc
Manager Rules
Archi-tecture
Page 12
Design3 - Dimensionality
• Maximise the use of Stored
dimensions
• Consider the use of
Analytic dimensions
• Does your Accounts
dimension need to be
flagged as ”Accounts”?
• Dimensionality
Design3 - Stored Hierarchies
Advantages:
• Only Stored Dimensions can have
Aggregated Views created.
• Aggregated Views are used to
improve query performance (Ad-hoc
/ Report Script)
Considerations:
• Limited member properties
– Limited use of operators (+ ~ ^)
– Limited use of Label Only
• Only allows one member - no
Shared Members
Dimension
Level_1_2
Level_0_3
Level_2_1
Level_1_1
Level_0_1
Level_0_2
Label Only
Label Only
Stored
+
~
Label Only
+
+
+
~
Level_0_4 +
Label Only
Design3 - Dynamic Hierarchies
Advantages:
• Anything goes!
– All operators (~, ^, +, %, - , /, *)
– Shared Members
– Member formulas
Considerations:
• No Aggregated Views!
• Large dimensions will impact
performance
Years
Curr Year
Prev Year
Variance
Dynamic
~
~
+
Variance % ~
[20: [Curr Year]-[Prev Year]]
[20: ([Curr Year]-[Prev Year])/[Prev Year]*100]
Label Only
Design3 - Multiple Hierarchies
You can combine stored and dynamic hierarchies in a single dimension.
Page 16
Design3 – Dimensionality “Classic”
16
Page 17
Design3 – Dimensionality “Analytic”
17
Page 18
Design3 – Dimensionality “Analytic”
18
Time
Analytic
Page 19
Design3 – Dimensionality +1
MDX
Design3 – Dimensionality +2 Design3 – Dimensionality +3 Design3 – Dimensionality +4 Design3 – Dimensionality +5
Page 20
Design3 - Function
• Dimensionality
• Function - How is the application to be used?
• Smart View ad-hoc
• HFR
• OBIEE
• Part of an integrated
solution
HFR
Page 21
Design3 – Data Load
• Dimensionality
• How is the application to be used?
• Data Load
• Frequency
• Size
• Data Relevance
Page 22
Design3 – Data Relevance
Data Set
Years
Scenario 60%
30%
10%
90%
Passive
10%
Active
Logical Physical
Passive
Passive
Active
2013
Page 23
Optimisation
23
3 Areas to consider…
• Data Loading
• Retrieval Performance
• Metadata updates
• User Experience
Page 24
Optimisation - Data Load
24
What’s the user experience during data load:
• No Access!
1st Question to ask:
• Does the data need to be loaded during operational hours?
Solution:
• Yes - Create a “Lights-out” operation
• No – Optimisation and / or Switching (hints ‘n’ tips)
Page 25
Optimisation - Data Load
“Lights-out” Benefits:
• Users get greater application access & less
disruption.
• A proven and repeatable process – less error
prone.
• The admin now has more time to spend on
“value add” activities.
Page 26
Optimisation - Data Load
Pre “Pre” Tasks! • CALC PARALLEL
• DLTHREADSPREPARE
• DLTHREADSWRITE
Pre Data Load Task:
• Use compression dimension members as column headers
• Replace 0 with #Mi
• Sort the rows
Method:
• Keep it simple – No ETL in the load process
• Load to the buffer
• Physical / Logical clears
Page 27
Optimisation - Data Load
Logical Physical
14
20
54
23
-14
-20
-54
-23
0
0
0
0
14
20
54
23
x1 Slice
• Quicker than a physical clear
• But can impact retrieval performance
• Bit slower than logical
• Doesn’t impact retrieval performance
• No merge required
Page 28
Optimisation – Retrieval Performance
• Essbase CFG Setting: PRELOADALIASNAMESPACE
PRELOADMEMBERNAMESPACE
• Materialise view
• Use of Query Tracking
• Cache Settings
• Retrieval Buffer
• Retrieval Sort Buffer
• User understanding (ad hoc)
• Design3! ! !
Page 29
Optimisation – Metadata Uploads
29
• Deleting Members doesn’t Compact the outline, use: Alter database DBS-NAME compact outline;
• Essbase CFG (Data):
DLTHREADSPREPARE [appname [dbname]] n
DLTHREADSWRITE [appname [dbname]] n
CALCPARRALLEL [appname [dbname]] n
OPGCACHESIZE n
Page 30
Tips ‘n’ Tricks
30
1. Create your own MDX – No experience necessary!
2. EPMA
3. ASO Switching
MDX
Page 31
Tips ‘n’ Tricks – Create your own MDX!
31
Step 1 – Update the Essbase.cfg
Step 2 – Restart Essbase
Step 3 – Setup the retrieval
Step 4 – Convert to a Smart Slice
Step 5 – Check the mdxtrace.log
Page 32
Tips ‘n’ Tricks – Create your own MDX!
32
Where & When…
• Automation of Reporting
• Create an accurate MaxL clear region
• Aide to development
• MDX can be executed from Smart View
Development only!
Page 33
Tips ‘n’ Tricks – EPMA
Helios Switching Mechanism
33
• EPMA – doesn’t handle dimensions shared between BSO / ASO
very well.
• Watch out for dimension names –v- dimension aliases
• Can’t have duplicate dimension names in the Shared Library
• There’s 3 levels of validation:
• ADS Import
• Application Validation
• Application Deployment
• Select Top Members / Exclude members
• Try to avoid loading all structures in one ADS file
Page 34
Tips ‘n’ Tricks – ASO Switching
Helios Switching Mechanism
34
Temp Offline
Active
Data Update
Page 35
Q&A
Helios Switching Mechanism
35
Page 36
Helios Switching Mechanism
36
The Right Tool For the Job:
ASO for Reporting Purposes
Please Fill Out Your Evaluations
Mark Drayton
Page 37
Useful URLs
Helios Switching Mechanism
37
Smart View – OBE http://www.oracle.com/technetwork/middleware/smart-view-for-office/tutorials/index.html
About UKOUG
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community in the UK and Ireland. We act
as a focal point for sharing knowledge
about Oracle applications, technologies,
tools and developments and, as an
independent, not for profit membership
organisation, represent the views of
users and partners to Oracle.
© Copyright 2011 UKOUG
Contact
User Group House
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T: +44 (0)20 8545 9670
W: www.ukoug.org
Aggregate Storage Option is not something new in the Hyperion world; nevertheless there is reluctance in using this technology even by experienced Hyperion Professionals. BSO is closer to their comfort zone, months of development go into these types of databases, whereas ASO is left behind, and used only in the latter part of the development, rarely given the required level of attention. ASO is an amazing technology ideal for reporting purposes. Why would we spend months developing a BSO database if no user can actually gain any value from it? What should we do if reports are too slow to run, results are not quick, aggregations take too long, and the Hyperion application simply does not satisfy today’s fast information needs? ASO can solve all that, and it can also support larger amounts of data, a bigger amount of members. Any reporting hierarchy required can potentially be built in this technology, without impacting calculation times, block sizes, retrieval times as it would in a BSO structure. The Ranzal team will present the intricacies of ASO, tips and tricks, best practices and gotcha’s. The audience will learn how to use Essbase to its full potential when building reporting solutions. Participants will be challenged to step out of the BSO box and leverage the full potential of the Oracle Hyperion software. - See more at: http://www.apps13.ukoug.org/default.asp?p=9992&prsid=8237&spkact=edit#sthash.dvcCzFfc.dpuf
July 2011, Marketing Analytics Page 39
• ASO Use Cases (SALT n PEPA)
• Smart Slices and MDXTrace.log
• ASO Parallel load
• Use of Analytic dimensions
• Generic ASO
• Remember: Could NOT How!!!!
July 2011, Marketing Analytics Page 40