Archive for the BSO Category

Using templates to create dynamic rules in Calcmanager

Posted in, ACE, BSO, Business Rules, CalcScript, Calculation Manager, Calculation Script, EPM, Essbase, Hacking, Hyperion Essbase, Hyperion Planning, New Features, Oracle, Performance, Templates, Tips and Tricks with tags , , , , , , , , , , , on January 1, 2016 by RZGiampaoli

Hi guys and happy new year!!!

And to start well the new year what’s best then a post?

Today I want to talk about the new version of Calculation manager ( I know that it is out for a while now but still I think it has some cool features that are not explored.

In all Planning project, sooner or later, we come to a time that we need to create a currency conversion Rule (at least I like to create a custom Rule for performance reasons). Also some companies uses a lot of currencies.

Before continue I need to say that in our case I find out that less code is equal a less performance. What I mean by that is that for the forecast horizon range period for example, instead of use “IF” and test my 15/18 months horizon I triplicate the code using “FIX” and using “SET EMPTYMEMBERSETS ON ;”.

This set command ignores the “FIX” if it returns an empty set. This approach increases the performance a lot, some times more than 8 times (In this currency example, if I ran it at channel level with “IF”, toke 8 hours, with “FIX” takes 1 hours).

Ok that means I rarely use “IF” in my Rules.

Well, you can already imagine the size and row boring and prone error is the Rules if I use only “FIX” right? However, with the “Template” feature in calcmanager and the ability to call any template or rule using a script this nightmare turns in to a dream!

Let us see how it works!

A Currency conversion for forecast applications normally has two parts:

First parts is a period range part.

Second part is the currency conversion itself.

With calcmanager, we can create two template, one for the period and the other for call the currency conversion part.

Then for the Currency conversion calculation, I create a simple core template with just a formula and a script on it:

UDA Loop Template

The “dtp_Quote_UDA”  is a DTP (design time prompt) variable with a function that will insert double quotes in every value that comes from the “dtp_UDA” DTP variable (this will be used to get values from the outside template), this way we can have use just one variable to do two papers, currency name and UDA value. The code is:


The inside the Currency calculation script we will have:

Currency Script

As we can see inside the script, I used the “dtp_Quote_UDA” as well the “dtp_UDA”. This simplify the amount of parameters I need to pass and the maintenance as well. Let’s think, we need the same information, one with double quotes, for the UDA values and other without quotes, for the Rate name.

With this technic we need to pass just once the value, let’s say BRL, and in the code Calcmanager will replace before the execution in all places, and we’ll have @UDA(Entity,”BRL”) as well HSP_Rate_BRL.

This is awesome because now I have just 8 line of code that will be transformed in any amount of times I want. The best thing is, or everything is right or everything is wrong J

Because calcmanger now we have a layer between the code written and the code generated, and this is pretty cool because opens a huge windows for creativity. You can even generate the entire code dynamically.

Ok, the next step is to loop this template once for each currency we have. For this, I created another template. This one will be used for the Forecast horizon period range as well for loop the currencies.

Period loop template

Again, the code is pretty simple, just  two fixes and one script.

For the “Period FIX” we use two DTP variable to get the value of Year and period from the outside rule ([dtp_Period] and [dtp_Year]).

The product fix is just something related with our architecture and we do not need to bother about it.

Now the “Loop Currency” is a script that will call N number of times our first template. How can we do that with a script?

Basically every time you drag and drop a template inside a rule or to another template behind the graphic design calcmanager generate a command line. This code exists thanks to its API, and you can use it to manipulate and generate almost any kind of code inside calcmanger.

Currency loop template

As we can see, inside the script we have a “Fix” for the USD currency, (that is the only different conversion) and one row for each currency.

Each row is calling a template “%Template(name:=Currency Conversion – 2 – UDA Loop” from an application “application:=”WWOPS””, a plan type, “plantype:=”Pnl””, and is passing two DTS values, one for the UDA and other for the Entity, “dtps:=(“dtp_UDA”:=[[AED]],”dtp_Entity:=[[dtp_Entity]])”.

As you can see, you can pass a DTP variable using the variable itself (dtp_Entity:=[[dtp_Entity]]).

If you want to create this API code and don’t know how to write the right syntax you can just drag your template to a rule/template, set everything and change your view to “Edit Script” or “View Script”.

Edit script

Now we just need to create the rule that will call this template for the three range of periods we have:

Currency rule

Again a simple design with a small amount of components. Here we have our SET commands, a main fix and the three templates, each one calling the previous template for a different period of range.

Period Range

The final result is a Rule with 1213 rows generated from a 8 rows template. This is the magic of calcmanager and templates. You can simplify everything, you can create dynamic aggregations, that will change depending of the application and cube, you can create codes that changes depending of the member that is coming from the forms, everything with small set of code that is reusable anytime we want!

Rule code 1Currency code 2


A dynamic way to build a currency rule in calcmanager. A lot faster to build and a lot easier to maintain, since if a new currency start to be used you just need to copy and paste one line in “Currency Loop” script, change the currency and it’s done.

Build Rules using templates looks more work and some time a little bit complicate but I remember well how much time I expend changing BRs and I can guarantee that this way is much faster and easier to develop and mainly to maintain.

In the end we just create a Rule and two templates that contains just one core calculation, in my case a script calling 47 times this core, some fixes, and that’s all. It was less than 60 rows of written code to generate 1213 rows. Pretty good for me 🙂

Rules ante templates

Hope you guys enjoy and I wish a happy new year for all and you dears ones.

Happy new year!!!! A new year full of surprises!


10 Important Things to Improve ODI Integrations with Hyperion Planning Part 10 (1/2) (Generic Data Extract)

Posted in ASO, BSO, CalcScript, Calculation Script, Data Extract, EPM, Hyperion Essbase, MDX, MDX Query, NONEMPTYSUBSET, ODI, ODI Architecture, Performance on August 20, 2014 by RZGiampaoli

Hi guys, we are finally getting at the end of our series about important things to make your ODI integration with Hyperion Planning better, faster and smarter. Today we will talk about extract data from Essbase and because this topic involves a lot of how Essbase itself works, we decided to split it in two parts.

The first one we will talk about how Essbase works and what is the best (I mean faster) way to extract data from it. In the second part, we will show how we can create a dynamic interface using ODI and both of the fastest ways to extract data from yours cubes.

Well, this is the first hint: we will need to have two different approach for two different occasions, and for everybody understand why I am saying that, let us talk a little about how BSO cubes works.

I will not enter in too many details here because there are many excellent blogs that talks about Essbase, like the blogs of my friends Glenn and Cameron for example.

As everybody knows, a BSO cube works by blocks right? The block is based in the combination of the store members in the dense dimensions. This is what defines the size of the block. The amount of the block will be defined by the amount of sparse members in the outline.

A very common way to configure the density of the cube is to set the Account and Period dimension as Dense. Normally we do that because the majority of the calculations happens between periods and accounts members, and putting both inside a block makes Essbase uses his resources better since it needs to bring only one block to the memory and then do all the calculation that uses account and period. (Off course this is not true to all the cases and I have some examples of this)

OK, said that let us talk about the four ways to extract data from Essbase:
First, we have the Report Script. This one I do not have too much to say since it has the worst performance from the four ways. I can only say that you should not use it.

The second possible way is using the Essbase Java API. We will not discuss about this today because it is a little complex and needs some other programming skills (But do not worry, we will talk about it in a near future)

The third way is the old Calculation Script. This is one of the best and most flexible way to extract data from Essbase. It was the fastest way too until an undocumented command from MDX came up to the internet.

The forth one is the MDX. Basically this is the SQL language of Essbase. It is normally used to query ASO cubes but you can use it to query BSO cubes too. MDX is a very flexible language and offers a good way to get data from Essbase and it has some cool commands that Calculation script does not have. (Off course, the other way around is true too).

Ok, now that we had some briefing about the extraction method that we can use (ODI can use any of them as extracting engine) let us talk about which one is better.

I ran some tests with both, MDX and Calculation Script and I conclude some very interesting things: Both are the best and faster way to extract data for Essbase, but everything depending on what you want to extract.

First the cube:

OutlineThis is a pretty forward cube with Period and Account as Dense, 8 Sparse dimensions and 4 attribute dimensions.

StatisticsThe block size has a decent size (This is a 64 bits Essbase) and we have 81186 level 0 blocks to play around.

The CalcScript:

Calcscript for one monthAs we can see, this common CalcScript will extract some Lvl0 Accounts from February.

After build the CalcScript, we created a very simple ODI interface that uses this CalcScript to extract data. Basically what ODI does when you set a CalcScript as extraction engine is to execute the calculation script in Essbase server making it create a file. After the file is created, it loads the file into a table. The entire process took 89 sec and loaded 35228 rows (including missing blocks).

ODI Execution CalcScript 1 monthNow lets see the difference when we use MDX. Same process, first I created a MDX and then I associated it into an ODI interface. This is the MDX:

MDX 1 monthAs I mentioned before, CalcScript was the fastest way to extract data from Essbase until an undocumented command appears in the internet. (I do not remember where I found it, but it was 3 years ago).

Anyway, the command is the NONEMPTYSUBSET. Well, how is it different from the NON EMPTY command? Well, the NON EMPTY will remove all empty members AFTER the query is executed and the NONEMPTYSUBSET will evaluate you subets of members BEFORE asking the data to Essbase and then will query it. This makes a huge difference, and this is what makes the MDX faster than CalcScript.

One important thing is that because of this pre evaluation of the Subsets, checking if the subset of members are empty or not, it is very important to create a big “Block” of members to use this command. This is why I used currency in the columns (Currency always has data but it could be periods too) and I created a nested Crossjoins to get all the other hierarchical dimensions. Everything else I put in the WHERE.

If you create a MDX using one axis for each dimension the NONEMPTYSUBSET will test that combination and if it’s empty it’ll bring no data. For example, in the query below the NONEMPTYSUBSET will first evaluate the combination of lvl0 of channel and account plus currency and everything that exists in the WHERE but not what is in the second NONEMPTYSUBSET. Of course, it will end into an empty “Block” of members.

Wrong MDX ExampleResuming, you must have only one NONEMPTYSUBSET per query.

And the results? It’s true, the same query, almost same amount of rows (remember, it took off the missing) took only 21 seconds to be executed. This is more than 4 times faster than our CalcScript execution.

ODI MDX Execution one monthOk, before Cameron ask me how this is different from what he wrote in his Post let me continue showing 2 more tests. What happens if you want to extract an entire year of data? Let me show you the results and then some explanations.

The CalcScript:

CalcScript twelve monthsSame CalcScript from before but now I’m getting the Feb:Jan instead only Feb. The results:

ODI Execution CalcScript twelve monthsDid it extract 20 times more rows and took almost the same time? Indeed it did. In fact it was exactly the same time. Why you are asking? Because I am showing the overall execution time and you need to remember that first it extract to a file and then it loads the file to a table. In the first execution the “Insert new rows” step (this is the step that loads the file) took 0 seconds to be executed, and in the second execution, it took 13 seconds, giving us 102 sec for the CalcScript execution. If we remove the time to create the file too, the extract process took the same amount of time for a month or a year.

Well this was easily explained in the beginning of this post. Because we are extracting data from a BSO cube and the Period dimension is part of the block, for Essbase it is exactly the same to export one month or one year because it’ll bring the block to the memory and we’ll have all periods there.

In fact, in some cases it takes more time to export only one month than a year because for Essbase, filtering a month from the block is an extra step.

Really Interesting right? However, how do MDX behaves when we need it to extract a year of data?

Let us see. First the MDX:

MDX twelve monthsSame as before but now with [FEB]:[JAN], and the result is:

ODI MDX Execution twelve monthsWhat? 151 seconds? Why is that? What is this number? Is this the 21 seconds for one month times 12 (12 months) plus the time to load to the table? You bet. MDX does not handle the block in the same way that CalcScript does. Maybe this is explained by the fact that MDX was born to query ASO cubes.

I do not know the reason but what I do know is that, if you need to extract an entire year and your Period dimension is inside the block, probably the best way will be using CalcScript. I said probably because CalcScripts are specially vulnerable regarding the design of the cube. I mean, everything counts, the size of the block, how dense is the block and so on.

In some cases I saw a huge difference in both, calculating and extracting data using CalcScript, if the cube is closer to 100% dense and if it is not. In addition, for extracting data I found that extremely small blocks make the process extremely faster, and when I say small blocks, I mean only periods as dense. Off course, making the block this small will impact in the calculation (you will need to re-think your formulas, the storage settings in the account dimension, caches and other things), but the extract will be extremely fast.

Anyway, my point is that depending on density, block size, settings, cube design, weather and some other stuff, the behavior of the cube could and probably will change, making the choice harder. But at least we know that we have two very good approaches and that depending of the data that you will need to extract, we will have one choice in mind.

In the next blog we will show you how to handle both methods using ODI and how to make the interface dynamically extract data from any number of cubes with any possible design.

I hope you enjoy this post see you next time.