Using Oracle Analytics Cloud - Essbase Classic User Interface
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Oracle® Cloud Using Oracle Analytics Cloud - Essbase Classic User Interface E96843-03 August 2018 Oracle Cloud Using Oracle Analytics Cloud - Essbase Classic User Interface, E96843-03 Copyright © 2017, 2018, Oracle and/or its affiliates. All rights reserved. Primary Author: Essbase Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. 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Contents Preface Audience x Documentation Accessibility x Related Resources x Conventions xi 1 Getting Started with Oracle Analytics Cloud - Essbase Overview of Oracle Analytics Cloud - Essbase 1-1 Accessing Oracle Analytics Cloud - Essbase 1-2 Using Service Credentials to Access the Cloud Service 1-3 Accessing the Modern User Interface 1-3 Accessing the Cloud Service from Smart View 1-4 Cloud Service and Smart View Client URLs 1-4 Managing Client Software 1-5 Managing Password and Password Challenge Questions 1-5 Oracle Learning Library 1-6 2 Top Tasks for Oracle Analytics Cloud - Essbase Top Tasks Prerequisites 2-1 Creating Users and Assigning Roles 2-2 Importing and Exporting Bulk Users 2-2 Understanding Application Workbooks 2-3 Creating an Application in the Cloud Service and Provisioning a User to Access and Query the Cube 2-5 Analyzing an Application in Smart View 2-7 Modifying an Outline in the Cloud Service 2-12 Continuing Analysis in Smart View 2-13 Creating an Application and Cube in Cube Designer 2-16 Analyzing Data and Performing an Incremental Update in Cube Designer 2-18 Transforming Tabular Data into a Cube 2-20 Exporting and Modifying Metadata and Data 2-21 iii Creating a Hierarchy from a Measures Dimension 2-22 Analyzing Data with Drill Through Reports 2-23 3 Managing Users and Roles About User and Role Management 3-1 Predefined Roles 3-1 Setting Up Security 3-2 Provisioning Users 3-3 Provisioning Roles 3-6 4 Designing and Creating Cubes Using Application Workbooks About Application Workbooks 4-1 Downloading a Sample Application Workbook 4-2 Creating a Cube from an Application Workbook 4-2 Creating a Cube from Tabular Data 4-3 Connecting to a Cube in Smart View 4-5 5 Creating and Managing Cube Outlines About Cube Outlines 5-1 Viewing and Editing Outline Properties 5-1 Adding Dimensions and Members to Outlines 5-2 Adding Dimensions to Outlines Manually 5-2 Adding Members to Outlines Manually 5-3 Building Dimensions Using a Rules File 5-4 Viewing Outlines 5-5 Hiding Outline Columns 5-6 Reordering Outline Columns 5-6 About Duplicate Member Names 5-6 Enabling Duplicate Member Names 5-7 Editing Member Properties 5-7 Setting Dimension and Member Properties 5-8 Setting Information Properties 5-9 Creating Aliases 5-12 Setting Attribute Associations 5-13 Creating User-Defined Attributes 5-13 Creating Member Formulas 5-14 Naming Generations and Levels 5-15 Setting Advanced Cube Properties 5-15 Unlocking Objects 5-16 iv Removing User Data Locks 5-16 About Filters 5-17 Creating Filters 5-17 Working with Attributes 5-18 Managing Outlines 5-19 Searching an Outline 5-20 Managing Outline Search Results 5-20 6 Loading Data About Loading Data 6-1 Loading Data Using a Rules File 6-2 Uploading Files to a Cube 6-3 Managing Jobs 6-4 Loading Dimensions and Data Using SQL 6-5 Loading Dimensions Using SQL 6-7 Loading Data Using SQL 6-10 Loading Dimensions and Data by Streaming from a Remote Database 6-12 Loading Data and Dimensions from Data Sync to Essbase 6-14 Loading Dimensions from Data Sync to Essbase 6-15 Loading Data from Data Sync to Essbase 6-15 7 Calculating Cubes About Calculating Data 7-1 Creating Calculation Scripts 7-1 Executing Calculations 7-2 Creating and Using Substitution Variables 7-3 Setting Two-Pass Calculation Properties 7-4 Tracing Calculations 7-4 8 Modeling Data in Private Scenarios Understanding Scenarios 8-1 Workflow for Scenarios 8-3 Enabling Scenario Modeling 8-4 Creating a Scenario-Enabled Cube 8-5 Creating a Scenario-Enabled Sample Cube 8-5 Enabling an Existing Cube for Scenario Management 8-6 Creating Additional Sandbox Members 8-6 Using Scenarios 8-7 Creating a Scenario 8-7 v Modeling Data 8-8 Submitting a Scenario for Approval 8-9 Approving or Rejecting Scenario Changes 8-9 Applying or Discarding Data Changes 8-9 Viewing Base Member Data 8-10 Viewing a Scenario in Smart View 8-10 Comparing Scenario Values to Base Values 8-12 Reverting Scenario Values Back to Base Values 8-12 Setting Scenario Cells to #Missing 8-13 Deleting the Scenario 8-14 9 Working with Cubes in Cube Designer About Cube Designer 9-1 About the Cube Designer Ribbon 9-1 About the Cube Designer Wizard 9-2 Downloading Sample Application Workbooks from the Cloud 9-3 Building a Private Inventory of Application Workbooks 9-4 Working with Application Workbooks in Cube Designer 9-5 Limitations of Application Workbooks 9-5 Working with the Essbase.Cube Worksheet in Cube Designer 9-5 Working with the Cube.Settings Worksheet: Alias Tables in Cube Designer 9-6 Working with the Cube.Settings Worksheet: Properties in Cube Designer 9-7 Working with the Cube.Settings Worksheet: Dynamic Time Series in Cube Designer 9-7 Working with the Cube.Settings Worksheet: Attribute Settings in Cube Designer 9-8 Working with the Cube.Settings Worksheet: Substitution Variables in Cube Designer 9-9 Working with Dimension Worksheets in Cube Designer 9-9 Working with Data Worksheets in Cube Designer 9-10 Working with Calculation Worksheets in Cube Designer 9-11 Creating a Cube from a Private Application Workbook in Cube Designer 9-11 Working with Text Lists Worksheets in Cube Designer 9-12 Creating a Cube from Tabular Data in Cube Designer 9-12 Updating Cubes Incrementally in Cube Designer 9-14 Creating and Validating Member Formulas in Cube Designer 9-16 Loading Data in Cube Designer 9-17 Calculating Data in Cube Designer 9-17 Viewing, Monitoring, and Troubleshooting Jobs in Cube Designer 9-18 Viewing Dimension Hierarchies in Cube Designer 9-19 Exporting Cubes to Application Workbooks in Cube Designer 9-20 vi Deleting Applications and Cubes in Cube Designer 9-21 10 Exporting Cubes to Application Workbooks Exporting a Cube to an Application Workbook 10-1 Exporting On-Premises Cubes to Import to the Cloud 10-2 Downloading the Cube Export Utility 10-2 Exporting On-Premises Cubes to Application Workbooks 10-2 Reviewing Member Names before Importing an Application Workbook Created by the Cube Export Utility