Dynamic Time Series

Scenario #1: Pretend your client would like to calculate inventory for the current quarter and month. For instance, if the current month is August, the quarter total includes values for July and August. How is this calculated in Essbase? Essbase allows users to calculate period to date values dynamically, using dynamic time series. This is not…

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Securing and Auditing Metadata Updates Using Data Relationship Governance

Updates to metadata in Data Relationship Governance (DRG) are made through workflows. Workflows contain two required stages and two optional stages. The two required stages are ‘Submit’ and ‘Commit’, while the two optional stages are ‘Enrich’ and ‘Approve’. The two required stages in a DRG workflow ensure that any update made to the metadata meets…

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Quick BSO Tuning Tips

    Here are some quick tips to check when tuning your BSO application: 1. Dimension Order ♦ Use the hourglass model: Largest dense to smallest dense, smallest sparse to largest sparse ♦ Attribute dimensions are always last. 2. Dense/Sparse Settings ♦ Typically, your accounts and period dimensions are classified as dense. 3. Member Properties ♦ Tag all upper-level…

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Security in HFM

In this post, I will discuss Security and the role is has within HFM applications. I will show how to change user access for different Security Classes, and also how to create a new user in an application. Both of these topics are very significant for assigning accessibility to your new HFM application.

The Security Class within HFM is very important when setting up your new application. They allow you to specify who is allowed to see different things within the application. You can restrict which accounts someone has access to, which entities they can see, different scenarios they can look at, which Inter Company Partners they can see, and the access to different custom dimensions. After the Security Class has been associated with a certain dimension, you can assign the user privileges to those classes. This is done in Shared Services.

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Shared Members

What are shared members? Shared members “share values between members.” In other words, data associated with the member comes from another member with the same name.  For example, lets say under the Product dimension, I would like to add the member “Coke” under Caffeine and share it under Diet. Look below for another example. Quick…

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