Advanced Security Option (ASO) for Reporting Purposes
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Advanced Security Option (ASO) for Reporting Purposes

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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.

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.

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Advanced Security Option (ASO) for Reporting Purposes Advanced Security Option (ASO) for Reporting Purposes Presentation Transcript

  • The Right Tool For the Job: ASO for Reporting Purposes Tuesday, 15th October 2013 The Brewery, London
  • Presentation Agenda • Introduction to Edgewater Ranzal and your Speakers! • What’s Great about ASO? • Design3 • Optimisation • Tips ‘n’ Tricks • Q&A • Assessment forms • Lunch
  • Introduction to Edgewater Ranzal Focussed Services 16+ Years 700 + clients 1,200 + projects Methodology People Customers Relationships Page 3
  • Our Services Dashboards & Scorecards, Profitability & Cost Mgmt, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration Business Intelligence Planning Project Management Support Services 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 Support Services - Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation
  • Our Services Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE. Custom Training Delivery: Process & Reporting Business Intelligence Consolidation Planning Project Management Infrastructure Data Services 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 Support Services Training Financial performance, Legal, Segment & Mgmt Reporting, Financial Close HFM Optimization, Performance Lab SOX Compliance Support
  • Introductions Mark Drayton Jerome Williams • • • 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. • 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
  • What’s Great about ASO… The Basics • • • • • • Page 7 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.
  • What’s Great about ASO… • The Basics • Volumes • Page 8 ASO can support many more dimensions – limitless! And these can support 000’s & 000,000’s of members. Supports many Sparse dimensions.
  • What’s Great about ASO… • The Basics • Volumes • • Strategic Page 9 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
  • What’s Great about ASO… • The Basics • Volumes Calc Manager Rules Page 10 Strategic • Using Calculation Manager it is now possible to write ASO scripts! Reusable templates in a graphical interface MDX knowledge not required
  • What’s Great about ASO… • The Basics Architecture Calc Manager Rules Page 11 • Volumes Strategic Bring great flexibility to the application architecture. Makes a significant improvement to the user experience
  • Design3 - Dimensionality • Dimensionality • • • Page 12 Maximise the use of Stored dimensions Consider the use of Analytic dimensions Does your Accounts dimension need to be flagged as ”Accounts”?
  • 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
  • Design3 - Dynamic Hierarchies Advantages: • Anything goes! – All operators (~, ^, +, %, - , /, *) – Shared Members – Member formulas Considerations: • No Aggregated Views! • Large dimensions will impact performance
  • Design3 - Multiple Hierarchies You can combine stored and dynamic hierarchies in a single dimension.
  • Design3 – Dimensionality “Classic” Page 16
  • Design3 – Dimensionality “Analytic” Page 17
  • Design3 – Dimensionality “Analytic” Time Analytic Page 18
  • +1 Design3 – Dimensionality +2 +5 +4 +3 MDX Page 19
  • Design3 - Function • Dimensionality • Function - How is the application to be used? • • • • HFR Page 20 Smart View ad-hoc HFR OBIEE Part of an integrated solution
  • Design3 – Data Load • Dimensionality • How is the application to be used? • Data Load Page 21 • • • Frequency Size Data Relevance
  • Design3 – Data Relevance Logical Physical Data Set 10% 30% Scenario Passive 60% 90% Passive Years Passive Page 22 Active 2013 10% Active
  • Optimisation 3 Areas to consider… • Data Loading • Retrieval Performance • Metadata updates • User Experience Page 23
  • Optimisation - Data Load 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 24
  • 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 25
  • 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 26
  • Optimisation - Data Load Logical Physical x1 Slice 0 20 0 23 -20 -23 20 23 0 14 0 54 -14 -54 14 54 • Quicker than a physical clear • But can impact retrieval performance Page 27 • Bit slower than logical • Doesn’t impact retrieval performance • No merge required
  • 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 28
  • Optimisation – Metadata Uploads • 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 29
  • Tips ‘n’ Tricks MDX 1. Create your own MDX – No experience necessary! 2. EPMA 3. ASO Switching Page 30
  • Tips ‘n’ Tricks – Create your own MDX! 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 31
  • Tips ‘n’ Tricks – Create your own MDX! Where & When… • Automation of Reporting • Create an accurate MaxL clear region • Aide to development • MDX can be executed from Smart View Development only! Page 32
  • Tips ‘n’ Tricks – EPMA • 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 33
  • Tips ‘n’ Tricks – ASO Switching Data Update Offline Temp Active Page 34
  • Q&A Page 35
  • The Right Tool For the Job: ASO for Reporting Purposes Please Fill Out Your Evaluations Mark Drayton mdrayton@ranzal.com Page 36
  • Useful URLs Smart View – OBE http://www.oracle.com/technetwork/middleware/smart-view-for-office/tutorials/index.html Page 37
  • About UKOUG Contact UKOUG exists to serve the Oracle 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. User Group House 591-593 Kingston Road Wimbledon London SW20 8SA © Copyright 2011 UKOUG 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.d puf Page 39 July 2011, Marketing Analytics
  • • • • • • ASO Use Cases (SALT n PEPA) Smart Slices and MDXTrace.log ASO Parallel load Use of Analytic dimensions Generic ASO Page 40 • Remember: Could NOT How!!!! July 2011, Marketing Analytics