Modular Essbase Bootcamp - with extra BSO, Security and MDX (5 days)


Essbase On Premises Developers, Administrators (Days 1-5), Power Users (Days 1-2) and End Users (Day 1)

Learning Objectives

Learn the skills necessary to develop and successfully use and deploy Essbase applications. Developed and taught by experienced Essbase consultants from an implementation perspective, this comprehensive course includes rigorous hands on exercises, real world advice, and step-by-step ’1-2-3′ implementation methods.

Course Description

Originally the 123OLAP Essbase Bootcamp. Designed for private training, this course is modular to enable students performing different roles to attend just the topics they need. 

All users (end users, power users and developers/administrators) attend the first day, where we start with an end-user perspective. We begin with the fundamentals of Essbase by walking students through the process of developing an application—starting with metadata design and outline mechanics, and Smart View ad hoc reporting. End user training is complete at the end of Day 1.


Power users and developers/administrators continue on to Day 2 where we cover automating loads and dimension builds with load rules, Essbase architecture, and calculation fundamentals. Power user training is now complete.


Developers/administrators continue on for days 3-5. After building out the cube with Block Storage, we then show the fundamentals of working with Aggregate Storage and the primary differences with BSO. More advanced Essbase topics address fine-tuning applications, including the use of database partitioning through replicated and transparent partitions and advanced applied calculations. System Administration topics include automation with MaxL for deploying applications, security management, performance tuning, and configuration settings.

Whether the student is a more experienced developer or entirely new to the world of Essbase, this challenging course promises to empower the student with the tricks, tips and insights learned from our extensive Essbase implementation experience.


Upon completion of this full course, students will be able to:

Build a cube in both BSO and ASO, have a good understanding of the architecture for both types of Essbase databases, and know how to write calculations for Block Storage and some basic MDX for ASO. They will have been given a framework for automating loads of data and metadata, how to move it to production by implementing security, and automating using MaxL.

Course Information

Audience: Implementation consultants, developers, system administrators, power users (first 2 days), end users (first day).

Duration: 5 days

Pre-requisites: None

Delivery method:

  • Classroom: Private - In Person or Live Online (contact us to schedule)

Advanced preparation: None

Recommended CPE credits: 40 credits recommended

Day Summary

Day 1: Overview of Essbase, Essbase Admin Console introduction, building outlines manually, setting dimension and member properties, best practices of design, Smart View ad hoc reporting.


Day 2: Load rules for metadata updates, load rules for loading actual data, architecture and calculation fundamentals.


Day 3: ASO Architecture – views, building an ASO database, key differences with BSO.


Day 4: BSO calculation fundamentals, advanced BSO calculations, MDX for ASO.


Day 5: Essbase security, automation with MaxL, partitioning between cubes, optimization and configuration settings.

Detailed Agenda

Day 1: Essbase Modeling
Overview of Essbase

  • Multidimensional Concepts

  • OLAP vs. OLTP

  • Essbase Vocabulary

Application Design Overview

  • Creating Applications and Databases

  • Member Properties – storage properties, aliases, shared rollups, UDAs, Attributes

  • Special Accounts and Time Functionality – Expense reporting, Time series, formula introduction

  • Best practices in Design

Smart View

  • Basic Mechanics of Creating Reports – connecting, refreshing, pivots, zooms, keep/Remove

  • Advanced Spreadsheet Topics – member selection, attribute reporting, asymmetric reports, cascade, options


Day 2: Load Rules, Architecture and Calc Fundamentals
Dimension Building

  • Generation, Level, Parent/Child

  • Building attributes and UDAs

  • Field Manipulations

Data Loading

  • Loading Actual data with load rules

  • Tips and tricks for SQL Interface

  • Best practices in Design

Architecture of BSO

  • Dense/Sparse and impact on design

  • Choosing optimal configuration

  • Restructuring and Compression

  • BSO Calculation Overview


Day 3: ASO Fundamentals
BSO Calc Fundamentals

  • Aggregating data

  • Consolidating rates

  • Dynamic vs Stored

  • Most important settings

  • Clearing and copying data

ASO Fundamentals

  • Understanding how ASO is different than BSO

  • Converting from BSO to ASO

  • Aggregations in ASO


Day 4: Applied Calculations and MDX
Applied Calculations for BSO

  • Fix’s and If’s

  • Cross dim operator

  • Ratio calculations

  • Ranges

  • Time related calculations

  • Counting calculations


  • Optimizing calculation scripts


  • Converting from BSO to ASO

  • Tuples

  • Solving ratio calculations

  • Ranges


Day 5: System Administration

  • Shared services Roles

  • Security filters – data and metadata

  • Understanding precedence


  • Automating basic production scripts with MaxL

  • Display commands

  • Security related commands

  • Batching MaxL


  • Transparent partitions

  • Replicated partitions

Configuration and Optimization

  • Essbase.cfg

  • Other important server and configuration settings

  • Optimizing BSO and ASO