Integrating Tableau with Oracle PBCS and Oracle FCCS using ExoInsight

To report and analyze on these data sources, many companies are turning to tools like Tableau with rich visualization and trending capabilities. However, the first step to reporting on Oracle PBCS or FCCS data is often the most challenging: getting the data into Tableau from these source systems. Traditionally this has meant setting up external data extract jobs or Excel retrieves, manipulating the data into an appropriate format, landing the data somewhere that Tableau can pick it up, and ultimately pointing Tableau to stale data. This process introduces risk at each step as well as perpetuates inconsistent performance and delayed results.

Full post here.

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Tableau and Essbase – A Match Made Perfect By ExoInsight

There is one area that Tableau and almost all other visualization tools have struggled to seamlessly adopt: OLAP data. Data stored in OLAP cubes such as Oracle Essbase is often difficult to work with in a reporting tool built primarily to handle relational data. OLAP data sources are almost always proprietary and built for speedy access from a native interface. Enabling OLAP data in a reporting tool such as Tableau is like putting a square peg in a round hole.

ExoInsight eliminates this challenge by presenting your Essbase data and metadata in a relational format, instantly and on-the-fly, unlocking it for downstream reporting tools such as Tableau. The challenges with Tableau’s built-in Oracle Essbase connector are well documented, not because the connector doesn’t do the job advertised, but because of the inherent discrepancies between OLAP and relational data. Tableau’s internal engine prefers data in row-and-column format, and this concept simply doesn’t apply to OLAP sources such as Oracle Essbase.

Enter ExoInsight. Instead of struggling to get your Oracle Essbase data in a format that Tableau prefers, ExoInsight does all this heavy lifting for you, formatting your Essbase data in such a way that makes it easy to work with.

Full article here.

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Power BI and Essbase

The popularity of Power BI has skyrocketed in the past couple of years. Many companies are now mandating PBI as their corporate data analytics standard. It’s ability to connect to any data source (web service, relational database, analytics platform, flat file, even Excel files) has made it easy for companies to pull all their data into one place for analysis. However, Essbase users have been left out, until now.

At Casabase Software, we are now offering the ability to report directly on live Essbase data from Power BI. The key word here is “live”. As Essbase developers, we all know the different ways to get data out of Hyperion: calc scripts using dataexport, report scripts, mdx queries, exports, etc. The problem with automated processes using these methods though is that users often end up seeing stale data – i.e. the data in the cube has changed since the latest export. Even the slightest possibility of this occurring is unacceptable in today’s world of instantly available updates.

In order to make retrieving data accessible for even novice users, we’ve made it possible to do so without any knowledge of MDX. You can still use MDX if you’re comfortable doing so, and it also allows for more powerful reporting, but you’re no longer stuck if you don’t know the intricacies of crossjoin.

Please contact us if you’re interested in learning more.

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Casabase is ready

We’ve been working on Casabase for the past 9 months. Based on a relational database, it resolves the issues with Essbase that lead most people to use cubeSavvy Utilities. It also uses free-form Excel retrieves, but supports Excel 2016, unlike the Essbase classic add-in.

We’re happy to announce the official production release of Casabase!

Casabase Personal Edition (PE) is a powerful aggregation and analysis tool that runs directly in Excel on your desktop machine or laptop, requiring no server component whatsoever. This doesn’t mean that your data is siloed off though! You can export databases to a file and share them (either on a shared drive or any other file-sharing method) with other Casabase users, who can easily import them. The database itself can have refreshable data sources that point to other SQL databases, or even files, ensuring that the database always contains the latest data even after being shared.

Because there’s zero infrastructure outside of Excel (we recommend Excel 2016), getting started is ridiculously simple. And to make it even easier to see the potential of Casabase, we’ve included a sample database as part of the install.  CASAsamp is already setup and configured. Based on the Microsoft Contoso dataset, it allows you to try out Casabase’s free-form retrieval, as well as get acquainted with Casascripts. In fact, the Casascripts included with the application were actually used to build CASAsamp itself.

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Casabase: the multidimensional aggregation engine you’ve been looking for

Having worked with Essbase for the past 10 years, I know all of its good and bad points. The Excel add-in is by far its best feature. The ability to perform free-form retrievals provides an unparalleled data analysis experience. Those coming from an Excel background know that pivot tables are extremely powerful, but limit the way you can interact with your data. Once you’ve used free-form retrievals you can never go back!

This feature alone has kept many organizations on Essbase, even though it has long begun to show its age. Even the forced switch to Smart View from the classic add-in was tolerated because there wasn’t a viable alternative.

That’s about to change!

I’ve been working on a new project for the past 6 months with Carr Harriman. Between the two of us we have over 20 years of professional experience implementing every kind of Essbase solution you can imagine. We’ve seen it all.

And the one thing we’ve noticed, like everyone else, is the lack of attention Oracle has paid to Essbase. The pace of innovation slowed from BSO to the introduction of ASO, which was obviously halfheartedly implemented. Hybrid BSO was more of the same half-baked, not-production-ready “innovation”.

None of these technologies could propel Essbase into the 21st century though. Conceived 25 years ago, when computing resources were a fraction of those available today, its underlying technology just doesn’t make sense anymore.

So Carr and I decided to embark on an audacious mission: to create a modern aggregation engine with the same type of free-form Excel retrieval that has become second nature to any Essbase user. Thus, Casabase was born.

We’ve actually exceeded our lofty goal! All aggregations are dynamic and instantaneous. The Casabase Excel add-in actually works better, and is more user-friendly, than the classic Essbase Excel add-in.

And the kicker – the engine driving all of this is SQL Server. That’s right, a relational database! Say goodbye to the black box of Essbase. No more .ind or .pag files that you can’t open and get to your data. Your data is now in relational tables. You can use any tool that can access SQL Server to quickly and easily retrieve or export your data.

And we didn’t stop there either. We added integrated metadata management and mapping capabilities. You can share dimensions across databases and easily perform any kind of ETL on incoming data.

All of the administration is also done from Excel. The same Excel add-in used to perform retrievals is used to administer the application. Adding members, data sources, maps, users, exports; it’s all done from Excel.

You can get more information on our philosophy with Casabase in the introductory blog post.

We already have beta testers lined up to begin testing next week. We are extremely excited about getting a production release ready in Q1 of next year.

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cubeSavvy: relational database grids

Having already added every type of Essbase grid available (MDX, report scripts, ad-hoc, free form), the next grid type was obvious:

Relational Databases setup on Home tab

For now relational grids are read-only, but I’m planning to make them writable in the near future. Currently two “Database Types” are supported: Microsoft SQL Server and Oracle, since these are the most widely-used in an enterprise environment. The next to be added will likely be MySQL and PostgreSQL, providing coverage for the 4 most popular database engines.

Sharing relational grids is the same as other grids. Clicking on the “Database:” button also displays the standard grid slide-in panel:

sample relational grid: Oracle XE

Once relational grids have the same functionality as Essbase grids, I’ll begin integrating the two types. First, I envision composite grids that can contain both relational and multidimensional sources.  I, myself, have several use cases for this – specifically, drilling down from consolidated Essbase data to source data in a relational database.

You can download cubeSavvy at the usual place.

Posted in cubeSavvy

Russian installer

Почти половина посетителей этой страницы приходится на Россию. Получается конечно, что они уже умеют читать по-английски. Но кому не удобнее на своем родном языке?

Я давно начал переводить cubeSavvy на русский, но далеко не весь текст был переведён. Однако в этой последней версии (6.0.1) дела куда лучше обстоят с переводом. Практически всё на русском, так в самом cubeSavvy, как в инсталляционной программе.

Последную версию, как всегда, можно загрузить здесь.

И так, быстро пройдёмся по всем окнам инсталляционной программы. Начнём с самого начала – выбор языка:

installer select language screen

Если выбрать Russian:

installer Russian intro

installer Russian license

 

Настоятельно рекомендую выбрать каталог, в котором нет пробелов, а то программа может не запуститься:

installer Russian select install directory

installer Russian config

installer Russian progress

installer Russian finish

installer Russian last screen

Posted in cubeSavvy

More about new features in production release

There are several new features that I’d like to call attention to in the production release. One of the most important, even though it’s not visible to end users, is the installer’s ability to create a Windows service. Previously, the only way to run cubeSavvy on Windows was to use the start.bat file. While very easy to use and understand, it had a major shortcoming – the DOS command window remained open as long as cubeSavvy was running. The window could easily be closed accidentally, ending the cubeSavvy session in the process. Also, it’s just not a good practice from a system administration point of view to have open DOS windows for each process running on a server. The Windows service allows for stopping and starting cubeSavvy just as you would any other service.cubeSavvy running as a Windows service

The next new feature of note is the ability to share ad-hoc grids with other cubeSavvy users. Administrators have always had this capability, using the “Users” – “Edit User Access” button of the “Home” tab. Now regular users can also share the grids they create. This is key: users can only share those grids that they themselves create. For such grids they have the option of giving fellow users either “Read/View” access or “Full Access”. As the name implies, read access means that the grid appears in the user’s list of grids on the left. The user can then open the grid, refreshing the retrieval contained therein. They can even modify the retrieval on the grid while they have it open, however, they do not have the ability to save their changes and make them visible to other users. Users with “Read” access to a grid are also not authorized to share it with other users. Only the creator of the grid, and admins, have this level of authorization.

share grid screen

An “Insert Attributes” button has also been introduced. Clicking this button will add those attribute dimensions to the grid that are not already present. For example, using an ad-hoc grid based on Sample.Basic, if the retrieval already contains “Caffeinated_True”; “Ounces”, “Pkg Type”, “Population”, and “Intro Date” will be added to the header row. If no attribute dimensions are currently present, they will all be added.

insert attributes button

The last enhancement is the “Environment” button, also for ad-hoc grids (are you seeing a trend here? ;-)). Clicking on this button presents a slide-out panel on the right of the grid. This panel displays most of the information available when creating or editing a grid: Environment, Application, Database, Calc script, Shared Services Groups, Comments, Description, and Decimal Places. A user with read access will see these options all grayed out, but can at least see the main settings for the grid. An admin user, the grid’s creator, or a user with “Full Access” will be able to edit these fields and save the changes.

environment slide-out panel on grid

Give cubeSavvy a try. It has a 30-day free trial, so you have nothing to lose!

If you have any questions, please let me know in the comments.

Regards,
Harry

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Announcing the first cubeSavvy production release

I’m proud to announce the official production release of cubeSavvy 6.0.0. Almost four months in beta status has resulted in a battle-hardened, reliable product. I’d like to thank everyone who tested and provided feedback and/or suggestions. It was a tremendous help and I couldn’t have done it without you!

As I mentioned at Kscope, I will be charging a licensing fee for cubeSavvy. I know this goes somewhat against the grain in the Oracle EPM space, where free third-party tools abound. In fact, I myself offer the freely-available cubeSavvy Utilities on this website. So why then am I not making cubeSavvy available at no cost? The answer is simple – it’s the only way to determine if it actually provides value to users.

With that in mind, here is the value proposition for cubeSavvy as I see it:

  • Web-based. This gives it several inherent advantages over traditional client-server products:
    • No need to install on every user’s computer, with all the administrative and technical problems that inevitably entails.
    • Works on Windows, Mac OS, Linux, UNIX, as well as iOS and Android.
    • NONE of the Excel add-in issues inherent in the classic add-in and Smart View, such as:
      • Multiple instances of Excel preventing it from loading.
      • All manner of registry issues around DLLs.
      • Missing Excel menu item.
      • Inability to handle large queries. Smart View uses compression, but it’s compressing XML which is already a large, bloated data-transmission format. cubeSavvy is much more efficient.
      • Inexplicable Excel crashes. Oracle blames them on Microsoft, who in turn blames them on Oracle.
  • You get the best parts of Planning functionality: fixed forms, focused calculations, monitoring of user data input, etc. All without having to deal with Planning’s confusing architecture and tools and the administration nightmares they create. cubeSavvy allows you to just use Essbase without having to deal with Planning’s headaches.
  • Price. Save your organization hundreds of thousands, if not millions, of dollars. Oracle’s listed price for “Planning Plus” is $4,270 per user per year with a minimum of 25 users. That comes out to $106,750, minimum. Compare that to cubeSavvy, which would cost around $3000 for the same number of users for the first year (and less than $2000 for subsequent years) – and has no minimum number of users. Your organization is already spending a fortune on Essbase. Make the most of that investment!
  • Speed. Most users have reported retrievals are faster than Smart View. Some have even noticed speeds faster than the classic add-in!
  • Sharing. cubeSavvy allows users to create ad-hoc grids and share them with other users. No more emailing Excel retrieves or saving them to shared drives.
  • Faster development and support. We all have our horror stories with Oracle Support. Many people at Kscope even mentioned that they’ve completely stopped logging SRs, seeing it as an exercise in futility. Being a smaller, more agile company with a more compact, better-architected product allows for much faster response times. For example, during beta testing it wasn’t unusual to turn around major feature requests in less than a week. Bugs were squashed in mere hours, not quarters.

You can download cubeSavvy at the usual place. Try it out for a month with up to 10 users. Why not give it a test-drive given the above value it could bring to your organization?

If you have any questions or comments, please let me know.

Thanks,

Harry

harry.gates@cubeSavvy.com

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cubeSavvy web-based Essbase grids: beta 9.7 – Windows service

This beta release contains no changes to core cubeSavvy functionality. Rather, the installer received a major improvement in preparation for the upcoming production release. Now, when installing on Windows, a cubeSavvy service is automatically created. cubeSavvy can then be stopped and started like any other Windows service:cubeSavvy Windows service after installation

Please give it a whirl and let me know what you think.

As there have been no new reported issues (and all the others have been addressed), I’m currently planning on launching the production release by this Monday, August 1st. Look for several blog posts/videos in the coming days.

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