Empowering Users with Analytical MDX

Session Number: 8851
Track: Essbase
Sub-Categorization: Other Essbase
Session Type: Tips, Techniques and Tuning
Primary Presenter: Ron Moore [Principal Architect - Alithya]
Time: Jun 25, 2019 (02:15 PM - 03:15 PM)
Room: 611, Level 6

Speaker Bio: Ron Moore, a principal architect with Alithya, has more than 20 years of experience with Essbase, versions 3x through 11x, and an extensive background in finance and economics. Ron is certified in Essbase, Planning, and PBCS. He was one of the first Essbase certified consultants in the world. He founded Marketing Technologies Group, which specialized in Essbase and Planning training, consulting, and collaborative development. He has led many full-cycle projects, from gathering requirements and designing through implementation, training, and roll-out. He’s also received 19 Oracle University Quality Awards.
Technologies or Products Used: Essbase, Smart View, MDX Library Smart View extension, MDX

Session Summary for Attendees:  Essbase and Planning have many great reporting options, but so much of the time users still just want to work with their data in Excel. Smart View does a great job of basic zooming and pivoting. However, there are still things you just can’t do with the usual Smart View features, things like top and bottom reports, custom grouping, custom sorting, and filters.

With MDX you can. Users can execute MDX from Smart View. The MDX Library extension makes it user friendly, and there are other advantages. It’s fast, it respects security settings, and you can avoid some of the limits on query size. Most importantly, it dramatically extends what users can do with their Essbase data in Excel.

MDX can be complicated and though you can do more if you know MDX, this session requires no prior MDX knowledge. We will show you the code, give you the script files, and show you a step-by-step approach to customize them.

In this session we will review:
• Top and bottom reports
• Sorting and filtering
• Custom grouping
• Calculated columns
• Custom time-based analytical calculations
• How to customize the queries
• Using variables for customization

This session is for anyone who wants to empower users or themselves with more flexible, more advanced packaged Essbase queries. That includes admins, developers, and power users, but it also includes adventurous end users with no knowledge of MDX.