Exporting Data with Extended Analytics


Purpose


This tutorial covers exporting data with Extended Analytics and creating templates of export settings.

Time to Complete


Approximately 20 minutes.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Exporting Data with Extended Analytics
 Creating Templates
 Summary
 Related information

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Overview


This tutorial covers exporting data with Extended Analytics. Extended Analytics enables you to export data and metadata from Financial Management applications to a relational database. The data and metadata are exported in a star schema format. Each star schema consists of a fact table and a number of dimension tables. Each record in the fact table of the star schema represents a cell or dimension intersection in the Financial Management data structure.

After exporting the data, you use Essbase Integration Services to transfer data from the relational database to Essbase Analytics databases or other relational reporting products for further analysis and to run reports.

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Scenario


Your Connecticut sales office wants to analyze its January 2008 software sales to Fortune 500 companies. You are to use Extended Analytics to export the data to a relational database where the data can be further analyzed. You must also create a template for the export settings to enable the sales office to use the settings in the future.

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Prerequisites


Before starting this tutorial, you should:

1.

Have access to or have installed Oracle® Hyperion Financial Management, Fusion Edition 11.1.1.0.0

2.

Have access to or have created a Financial Management application (The Training application is used for this tutorial)

3.Have created a separate database for storing data
4.Have set up a data source name (DSN) for the database
5.Have configured the DSN with Oracle's Hyperion EPM System Configurator

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Exporting Data with Extended Analytics


In this part of the tutorial, you use Extended Analytics to export data to a relational database.

1.

On your desktop, perform the following actions:

a. Double-click the Workspace icon.

b. Enter user name trnadmin and password hyperion.

c. Click Log On to log on to Workspace.

 

2.

Select Navigate > Applications > Consolidation > TRAINING.

The Training application is displayed.


3.

In the Browser View pane, select Tasks > Consolidation Administration > Extended Analytics.

The Extended Analytics page is displayed.

 

4.

In the Point of View section, click Scenario.

The Point of View page is displayed.

 

5.

Perform the following actions:

a. Select the following POV:

DimensionValue
ScenarioActual
Year2008
PeriodJanuary
ViewPeriodic
EntityUnitedStates.Connecticut
<Entity Currency>USD
AccountSales
[ICP None][ICP None]
AllCustom1Software
AllCustom2Fortune 500
AllCustom3[None]
AllCustom4[None]

b. Click OK.

 

6.

Under Options, perform the following actions:

a. In the Destination Database (DSN) list, select the data source name for the target database.

b. In the Relational Table Prefix box, enter a prefix of up to 10 characters for the database table name.

Note: The default prefix is the name of the application.

c. In the Extract Format list, select the format for the star schema.

d. Select Exclude Dynamic Accounts to exclude data for dynamic accounts.

e. Click Create Star Schema.

f. Optional: To export data to an existing star schema, click Update Star Schema.

 

7.

In the Running Tasks window, confirm that the process was completed successfully.

Tables for the star schema are created in the target database.

You then use Integration Services to transfer data from the relational tables to Essbase Analytics databases or other reporting products.

 

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Creating Templates


After exporting the data to a target database, you create a template that enables you to save the settings. You then select the template in the Template list to retrieve the export settings.

1.

On the Extended Analytics page, click the Save template as icon.

The Save Template for Extended Analytics page is displayed.

 

2.

In the box, enter Connecticut, and click Save.


 

3.

Click OK.

 

4.

Verify that the template name is displayed in the Template list.

 

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Summary


In this tutorial, you learned how to:

 Export data with Extended Analytics
 Create Templates

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Related Information


To learn more about Financial Management, refer to additional OBEs.

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