Tuesday, July 22, 2008

Hyperion Planning Tutorial

Hyperion planning is a web based budgeting and planning application.
Some of the features include-
1. Multi dimensional analysis.
2. Support for Target setting.
3. Web based data entry forms.

Check this post Learn Hyperion planning for detailed discussion and snapshot tutorial.

You can have a small demonstration of the capabilities and features here

The OLAP schemas can be designed in Administrative services console with dimensions and hirarchies and the data entry forms can be made in hyperion planning. Hence to first start with hyperion planning, I will show how to create schemas, dimensions and hirarchies in Administrative services console in my next post and then I will show something on planning.
Till now I have provided tutorials on Reporting and analysis components( only Smartview and Hyperion Visual Explorer remaining) Click on the links.
Now I will try to post tutorials on-
1. Administrative services console.
2. Integration services console.
3. hyperion planning
4. Essbase studio(new in Hyperion 11).
5. Hyperion shared services.
So keep watching.

Hyperion WebAnalysis Tutorial

You can launch the web analysis studio from Workspace or using the URL http://localhost:19000/WebAnalysis/LogOn.jsp
The left pane consists of two parts. The upper part contains the forlders and the lower part displays the content.
You can open a report clicking on any of the available reports in left lower portion.
Double click on the dimensions will perform the drill down. Also Right click will show the options like drill down and drill up.
For slicing and dicing, you can use keep only or remove only options. Try these options and see the effects.

You can change the chart types also.
You can change the interface in Design mode to do formatting and to create new reports.
As soon as you change the display into design mode, you will see lot of other buttons visible in the toolbar.
To create a new chart point and drag the chart icon to the main window.
A window will open and will ask to place columns, rows and pages. You can apply filters.

Right click on the chat and select properties.
You can change the chart type.
To make a new database connection
Make sure to return back from design mode by simply clicking on the button to the left of design mode button.
From the picture above you can create new document or database connection.
You will have choices of databases type. Click on relational.
Select the database and provide JDBC connect string. The format will automatically come up in the connect string. Simply provide the details and test connection.
To create a new document, select create document.
Provide the connection file name by clicking on browse.
Select the database connection from the list.
Provide the coliumns, rows and pages.
At last provide the layout type.
The report will be created .
By changing the properties, you can make very beautiful and intuitive charts.

I will try to bring more features in my next blog.

Hyperion Workspace

Today I will show how does Hyperion Workspace looks like and its features.
You may like to know more about Workspace 11.
For those who do not no the architecture, please refer Hyperion Reporting and Analysis Architecture
Open Workspace in IE with http://localhost:19000/workspace
This is how workspace will look like.
The Left pane will contain the folders consisting of your reports you have developed in various reporting tools like Interactive reporting, SQR and Financial Reporting. The Right area is called as content area.
Now we will see some features in Workspace.
The Navigate menu is a drop down list of items that provide access to modules in the workspace to which you have access. You will observe the following items.
1. Explore- List and navigate the contents of the repository , manage the files and folders.
2. Applications- Access Financial management and Planning applications.
3. Administer- Manage users, roles, groups and authentications and many more.
4. Schedule- Manage jobs, batches(For batch reporting) and events for automated processing.
5. Impact Manager- Manage metadata and data models and task status.
6. Open Items- List and navigate between open documents in the workspace.
I will show you the Administer part and its features.
The first tab is general and contains options for some general properties.
The second tab User management will open the shared services console where you can manage the users and roles.
Here another important tab is MIME types. You can manages all MIME types here.
You can add or delete the MIME types.
The next important feature is usage tracking.
Event tracking.
Just look at the options for even tracking.
Others options like batch scheduling and email notifications are common hence not being described here.
Some other features in Workspace are you can import an Interactive reporting connection file and can create IR documents in workspace only.
My next tutorial is Hyperion Web Analysis and you can launch Web Analysis from workspace.
My next post will be Hyperion Web Analysis Tutorial

Friday, July 18, 2008

Hyperion Essbase 11.1.1


Yesterday I go the chance to install new hyperion Essbase 11.1.1 which is called as Oracle Hyperion EPM 11.1.1.
The installation files are around 7 GB size. This time also you will have to download the different zip files for different components but you will have a common installer for installing Hyperion EPM.
Unzip all the files in a common assemblies folder and run the installer. The installation is pretty simple.
The configuration utility then can be used to configure all the components. Here you need to configure the database and application server. This time Hyperion EPM can be deployed only on OC4J or Oracle AS.
A new utility is the diagonostic utility which can be run to find out which components ar not running and will help in troubleshooting.
Most of the components are the same but certainly with new looks, bigger fonts and windows.
The new components which are new are Essbase studio.
Now you can use BI server as a database using ODBC.
All in all, I liked the features and the approach to make things simpler and easy to use.

Tuesday, July 15, 2008

Hyperion Essbase 11

Oracle would be releasing Hyperion EPM(Enterprise performance management) suite version 11.1.1 very soon with lots of new features and tight integration between other components. Installation and configuration would be much simpler than before.
Oracle has provided the new set of documents on its website.
Installables are expected to be available for download very soon.
The main features would be-
1. One common user interactive installer for all installations and easy options for upgrade and reinstall.
2. Diagnostor- to check which component is not working fine.
3. one common log files folder in hyperion home.
4. interactive reporting will have more intuitive charts like speedometer, thermometer and slider charts and using them with no programming. Also added features like trend lines, reference lines etc.
5. Integration with Oracle BI server sementic layer where the presentation layer can be accessed using ODBC without any need to define joins again.
6. Support for Netezza database through ODBC.
7. Enhanced support for ANSI sql.
8. Enhanced support for Teradata database functions.
9. SQR reporting will have new look with feature to add data from two data sources in one report using graphical interface.
10. Export SQR reports to XML which can be used by BI Publisher as a data source.
11. Workspace will have a new look and more features like advance search options, copy, cut and paste options.
12. Webanalysis will also have a new look and feel with better features.
13. Smart space was already there with 9.3.2 but this time it will be integrated with the suite.
14. Less number of documents which is really a big relief for the users, administrators and developers.
15. More tutorials/Oracle by example are expected which will help users to learn the tool easily. Now learning Hyperion will not be that difficult.
There will be much more than what I have mentioned.

Business Intelligence Interview Questions

I have got these queries from someone and I would like to share my views. I dont claim my answers to be correct and hence wherever you dont agree, please let me know and share your views.
If you have any questions or comments, please post them.
Question:How you generally Approach to ur Analytics Project?
Answer: Any project should start from defining the scope of the project and the approach
should be not to deviate from the scope.
Then the project should be functionally divided into smaller modules generally done by
project managers alongwith technical and functional leads.
The functional leads then decide on majorly three things:
1. According to the defined scope of the project they start gathering requirements while
interacting with the clients.
2. They had a discussion with the technical leads and try to reach a solution.
3. Technical leads decides what schemas to create and what requirements are going to
fulfill by that schema.
Technical leads discuss all this with the developers and try to close requirements.
Simultaneously testing and deployment is planned in a phased manner.

Question: How we are going to decide which schema we are going to implement in the data warehouse?
Answer: One way is what is mentioned in Question above.
If you ask me to blindly create schemas for the warehouse without knowing any requirements,
I will simply first divide the schemas on the basis of functional areas of an Organisation
which are similar to the modules in an ERP like sales, finance, purchase, inventory,
production, HR etc.
I will broadly describe the expected analysis an organisation would like to do in every
module. I think this way you would be able to complete at least 40-50 % of the
requirements. To move ahead, study the data and business and you can create few more

Question: What are the Challenges You Faced while making of Reports?
Answer: Making of an report has never been a difficult task. But problem comes when users
are reluctant to adopt a new system. I have experienced that if you are not able to create
the report in exactly the way they used to see, they will keep asking for the changes. Your
approach should be to first show them what they want to see and then add more information
in the report.

Question: What you will do when your Report is not Fetching Right Data?
Answer: this is the biggest problem in report creation and verification. There could be two
reasons for report not fetching the right data.
1. Mostly clients do not have correct data in their database and on top of that to correct
the results they make some changes at the report level to bring the desired result which
you may not e aware of while creating the reports. Clients try to match the data with their
existing reports and you never get the correct results. you try to discover the things and
at later stage come to know of all these problems and you are held responsible for this
delay. Hence always consult the SPOC(Single Point of Contact) and try to understand the
logic they have used to generate their reports.
2. If the database values are correct, there there could be a problem with the joins and
relations in the schema. You need to discover that analysing and digging deep into the

There are more questions which I will try to answer later.
The questions are very specific to OBIEE and I dont have much experience in that. Hence you may not agree to my answers, but wherever please post a comment and let me know too.

Question: How analytics Process Your Request When you Create your Requests.
Answer: If the Question means how does Oracle BI Analytics Server processes the user requests, the answer is- Oracle BI server converts the logical SQL submitted by the client into optimised physical SQL which is then sent to the backend database. Also in between it performs various tasks like converting the user operations like user selections to form a logical SQL, checking and verifying credentials, breaking the request into threads(as Oracle BI is a multi threaded server), processes the requests, manages the cached results, again converting the results received from the database into user presentable form etc.

Question: From where u Get the Logical Query of your Request?
Answer: The logical SQL generated by the server can be viewed in BI Answers. If I have not understood the question, Please raise your voice.

Question: Major Challenges You Faced While Creating the RPD??????
Answer: Every now and then there are problems with the database connections but the problem while creating the repository RPD files comes with complex schemas made on OLTP systems consisting of lot of joins and checking the results. Th type of join made need to be checked. By default it is inner join but sometimes the requirement demands other types of joins. There are lot of problems with the date formats also.

Question: What are Global Filter and how thery differ From Column Filter?
Answer: Column filter- simply a filter applied on a column which we can use to restrict our column values while pulling the data or in charts to see the related content.
Global filter- Not sure. I understand this filter will have impact on across the application but I really dont understand where and how it can be user. I heard of global variables but not global filters.

How to make the Delivery Profilers Work?

When we are Use SA System how Does SA Server understand that It needs to use it For Getting

the User Profile information?

Where to Configure the Scheduler?
Answer: I am not sure if Iam correct but we configure the OBIEE schedular in database.

Question: How to hide Certain Columns From a User?
Answer: Application access level security- Do not add the column in the report, Do not add the column in the presentation layer.

Question:How can we Enable Drills in a Given Column Data?
Answer: To enable Drill down for a column, it should be included in the hirarchy in OBIEE. Hyperion IR has a drill anywhere feature where dont have to define and can drill to any available column.

Question: Is Drill Down Possible without the attribute being a Part of a Hierarchical Dimension?
Answer: No

Question: How do u Conditional Format.?
Answer: while creating a chat in BI Answers, you can define the conditions and can apply colour formatting.

Question: What is Guided Navigation?
Answer: I think it is just the arrangement of hyperlinks to guide the user to navigate between the reports to do the analysis.

How is Webcat File Deployed Across Environment?

Question: How the users Created Differs From RPD/Answers/Dashboards Level?????
Answer: RPD users can do administrator tasks like adding new data source, create hirarchies, change column names where as Answers users may create new charts, edit those charts and Dashboard users may only view and analyse the dashboard or can edit dashboard by adding/removing charts objects.

Question: Online/Offline Mode how it Impact in Dev and Delpoyment????
Answer: Online Mode- You can make changes in the RPD file and push in changes which will be immediately visible to the users who are already connected. This feature we may use in production environment.
Offline mode- can be useful in test or development environment.

Questions: Explan me the Schema in Your Last Project???????

DB What happens if u Reconcile/Sync Both????

Getting started with SQR Production Reporting

Last time I showed how to create a database connection in SQR and a sample report but I was unable to show the output. This time I will show the sample report and some more features.
Now before selecting the database connection, you will be asked to choose the type of report you want to create.
Select the first type and click ok. Select the database connection. Click OK.
You will be asked to select the tables you need.
Next tab is for table joins. Joins will be made automatically sensing the parent child relationship.
Select the fields you want to see in the report.
Now select the group break. Group break should be the member at the upper level like region here.
Last tab is configure .
Click on finish.
The report template will be like this.
Just go through the query explorer, object and property explorer on the left.
Lets see how the report look like. Click on process report button on the menu bar.
My Region column is blank as I do not have any values. Hence I will remove the region cloumn from the template.
Now lets see the output.
The output is not looking good. I dont want to see the city repeating.
Drag the city field from the Details level and drop in group header column.
Lets see the report.
Now this is looking ok.
You can do formatting, add calculated fields and add charts with links to web analysis and much more. I have done some formatting and my template looks like this.
And the output report like this. This is the last page of the report.
I know this is not very good but my objective here is to show the features.
This is really fast and you can make quick reports with lot of functionalities.
If you find any queries, let me know.
Good luck.

Multiple pages in Hyperion Financial Reporting

Couple of days back, I received a query from Daniel Medina saying.
Is there any way to build multiple pages reporting ? I'm only can make page brakes, but I can't see multiple pages.
Let me show you this.
For those you do not know how to reach till this point, please go through
Hyperion Financial reporting tutorial

After selecting your columns and rows, make a selection for pages also. Simply drag and drop.
You will notice a dropdown 'pages'. Just select the dropdown as shown below and you will see a button for the pages dimension. 'Market' here in my case.
Now click the Market button to select the page values.
Expand the Market, and select the values which you want to see in the pages.
Click on Ok. Your Grid will look like this with the values selected in pages.
Now Run the report to see the output. And you will see multiple pages in the report.
Click on Next page.
This is how you can create report using pages.
Please ask if you have more questions.
Good Luck.