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Exporting Data With Extended Analytics

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 2007 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 Financial Management 9.3.1
2.

Have access to or have created the Reports application
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 the Financial Management configuration utility

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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 > Reports.

The Reports 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:

Dimension Value
Scenario Actual
Year 2007
Period January
View Periodic
Entity UnitedStates.Connecticut
<Entity Currency> USD
Account Sales
[ICP None] [ICP None]
AllCustom1 Software
AllCustom2 Fortune 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 tables names.

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

c. In the Aggregation Option 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.

The tables for the star schema are created in the target database.

You then use Essbase 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.

In the Extended Analytics page, select Save template as.

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 lesson, you learned to:

Export data with Extended Analytics
Create Templates

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Related Information

To learn more about Financial Management, refer to additional OBEs on the OTN Web site

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