Essbase: Bootcamp (5 days)


Essbase On Premises Developers and Hyperion Planning Administrators

Learning Objectives

Learn about the design of Essbase Block Storage (BSO) and Aggregate Storage (ASO) databases. Understand Essbase multidimensionality, the loading and manipulation of data through calculation scripts and how to maintain and optimize Essbase databases.

Course Description

This course covers everything you'll need to know to design and maintain Essbase Block Storage (BSO) and Aggregate Storage (ASO) databases. No prior knowledge is assumed. Learn the primary methods for the design of Essbase block storage databases. Understand Essbase multidimensionality, dense and sparse settings, building outlines with load rules, maintaining the Essbase environment, creation and calculation of data blocks, storage types, dynamic calc shared members, the order of operations, member formulas, dynamic calculations, two-pass calcs and sparse rollups. The course also covers detailed information about database outlines, loading data and analysis within a spreadsheet environment. There's also focus on the creation and optimisation of calculation scripts and the backup and system administration of the system.

Course Information

Audience: Implementation consultants, developers, system administrators.

Duration: 5 days

Pre-requisites: None

Delivery method:

Advanced preparation: None

Recommended CPE credits: 35 credits

Day Summary

Day 1: Overview, navigation, outline creation, ASO and BSO comparison and conversion.


Day 2: Loading metadata and data, enhanced reporting capabilities, reporting tool comparison.


Day 3: Smart View, block storage optimization, task automation and security.


Day 4: Aggregate storage optimization, calculation methodologies and scope control (calc scripts).

Day 5: MDX queries, calculation conversion, case study.

Detailed Agenda

Essbase Overview

• Introduction to Essbase
• Using Essbase with Smart View
• Exploring dimensionality
• Introduction to Essbase calculations
• Navigating EAS


Application Build

• Application and database design
• Creating an application and database
• Understanding generations and levels
• Outline maintentance
• Building Time, Scenario, Years and


Accounts dimensions
• Block storage overview


ASO Overview

  • Comparison of BSO and ASO databases

  • Aggregate storage outline conversion

  • Loading metadata and data

  • Load rule overview

  • Load rule methods

  • Building the Product and Markets dimensions using load rules

  • Loading data using load rules

  • Loading data and building dimensions with a single load rule

  • FDMEE overview

  • EAL overview


Enhanced Reporting Capabilities

• User Defined Attributes (UDAs)
• Attribute dmensions
• Shared members
• Text and date members
• Format string
• Varying attributes



• Building Financial Reports
• OBIEE overview
• Smart View overview
• Smart View – Ad Hoc Analysis
• Smart View – Options
• Smart View – Functions
• Smart View – Smart Slices
• Smart View – Smart Queries
• Smart View – Embedding Reports


Block Storage System Administration

• Specifying settngs for optimal performance
• Caches and buffers
• Data compression
• Removing database fragmentation
• Maintaining the Essbase environment
• Task automation using MaxL
• Block storage review



• Hyperion Shared Services
• Essbase Administration Services


Aggregate Storage System Admin

• Creating aggregations
• Data compression
• Loading data and the load buffer
• Concurrent loads
• Trickle feeds and slices
• ASO caches
• Outline paging
• Compacting the outline file
• Back-ups
• Changing compression



• Calculation methodology
• Member formulas
• Variance with member formulas
• Calculation scripts
• Navigating the calc script editor
• Back calc calculations
• Intelligent calculation
• Block creation


Calculation Scope

• Calculation scope using FIX
• Calculation scope using IF
• FIX or IF?
• Controlling the calculation scope using cross dimensional operators


Designing Calculations

• General design considerations
• Writing calculations using functions
• Relationship functions
• Mathematical functions
• Range functions


MDX Queries

• MDX overview
• MDX query structure
• Case sensitivity, layout and syntax
• Comments
• Identifying dimensions and members
• Tuples and sets
• Converting BSO member formulas
• Function return types
• Formula conversion
• Aggregate storage calculation order
• Conditional calculations
• Variance calculations


Case Study


This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.​

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