Oracle Essbase 9 Implementation Guide- P9 doc

Chapter 1
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Installing the Essbase Add-in for
Microsoft Excel
We have installed Essbase analytic server and EAS and we are left only with the
reporting tool. It's well known that most nancial analysts are also Microsoft Excel
experts (or believe they are). When you tell them the reporting tool they will be
using is Microsoft Excel-based, you are almost certain to get your budget approved.
1. To get started, double-click on the Essbase client executable le supplied
by Oracle. Huh? This screen looks familiar from the previous component
installations. You know which language to select. Click OK when you
are ready.
2. This step welcomes you to the installation of the Essbase client software, also
known as the Essbase add-in. As usual, there are some recommendations and
warnings, please click Next after you nish reading it.
3. In this step, as we have suggested before, please select the same country that
you have chosen in the Essbase analytics server and EAS installations. In case
you have forgotten, keeping the country variable consistent across all installed
components will make your life easier. Once done, please click Next.
4. This step asks to read and agree to the EULA. Read it carefully, and if you
agree and wish to continue, click Next.
5. This step has already detected the Hyperion home directory from a previous
installation. If your home directory is different, select your home directory
and then click Next.
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Installing Oracle Essbase
[ 26 ]
6. In this step, you are creating a directory for the Essbase client installation.
Please choose

c:\Hyperion and click Next when you are done.
7. We recommend that you select Typical and click Next. As stated earlier,
the Typical installation gives you all of the tools included with the software.
Choosing Custom will really only provide more choices for samples.
8. This step requires you to select ESSLANG. The ESSLANG variable denes
the locale of the computer. Just like before, please feel free to select English.
9. This step summarizes all of the components required for the client installation
as well as the path. Please look them over carefully. Most importantly, verify
the path and that it is correct with consideration to the other components
installed on this machine. Click Next when you are satised that everything
is correct.
10. This steps shows that the Essbase client installation is in progress and we
recommend you not to take any more coffee breaks since you have already
taken a lot of breaks in the previous installations.
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
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Chapter 1
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STATUTORY WARNING:
Too much coffee drinking is injurious to health!
When the installation wizard nishes installing the software, the Next
button will be enabled. Please click Next to continue.
11. This step tells you that the Essbase client installation is completed. Click
Next when you are ready.
12. Now, open Microsoft Excel. As it loads you should briey see a HYPERION
ESSBASE SPREADSHEET ADD-IN splash screen (shown below). Once
Microsoft Excel has nished loading, you should see a brand new menu
pick named Essbase that is usually located between the Window pick and
the Help pick. This tells you that the Essbase client is successfully installed.

This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
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Installing Oracle Essbase
[ 28 ]
A typical network setup
In the following diagram, we show you a high-level image of the Essbase installation
you have just completed. This is a very typical set up for most operations.
Essbase Server
Agent installed on
network server
Network client PC workstations
with Microsoft Excel and the
Essbase Add-In for Microsoft
Excel installed
Various sources of data for your Essbase database
Essbase Lock-
and-Send via
Microsoft
Excel Add-In
Data flat files
sent from
interfacing
systems
External
RDMS
databases
1
Essbase Administration
Services (EAS) installed

on network client PC
workstation
2
3
4
To help you understand and recognize your creation, the network diagram is
divided into four sections which are explained below:
1.
Raw data: Loading data from a little to a lot is easy in Essbase. Data can be
sent directly to the database using the "Lock and Send" feature of the Oracle
Essbase Add-in for Microsoft Excel. Flat les received from other systems
can be easily rendered Essbase-friendly, using convenient and easy to use
data load rules. Finally, vast amounts of data can be loaded using SQL data
load rules that interface directly with relational databases.
2.
The Essbase server: Running on the Essbase server is also something known
as the Essbase agent. Depending on your needs, it is always best to try and
use a dedicated server for your Essbase service. But don't worry, if that's
not possible, we've found that Essbase does integrate nicely with other
applications that have been installed.
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
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Chapter 1
[ 29 ]
3. The developer client: This is on the desktop workstation that EAS is installed
on. You will also want to have Microsoft Excel and the Oracle Essbase Add-in
for Microsoft Excel installed on this machine as well. A setup like this allows
the developer to quickly create and test many pieces of an Essbase application,
such as calculation results, data load validations, and so on.

4.
End-user PC: This is your typical networked workstation that has decent
computing power and storage. Having Microsoft Excel and the Oracle
Essbase Add-in for Microsoft Excel installed are all that is necessary to
provide the end-user with an extremely capable analysis and reporting tool.
Summary
You did it! You've made it this far and haven't run away. While the individual
installations have probably seemed routine or even mundane at times, we wanted
to give you the benet of our experience. This should have helped you avoid small
mistakes now that can cause big problems later.
What we have created is a very capable basic Essbase installation. Very basic in
Oracle Essbase terms means a very powerful set up. Of course, there are many
optional conguration settings and tweaks that can make your Essbase system
virtually limitless. All this and more, will be discussed in future chapters.
Now that we have successfully installed Essbase, it is time for us to dive deeply
into the world of Essbase. In our next chapter, we will talk more about Essbase
cube design consideration, Essbase application and database types, data storage
options. By the end of the next chapter, you will be able to create your rst Essbase
application and database.
This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009
8601 ave. p #1, , lubbock, , 79423
Download at Boykma.Com