If you want to get started as quickly as possible, use Table 3 to identify the steps to get up and running with Essbase. This table also tells you where you can find more information about each step. Unless otherwise specified, the chapters refer to this Essbase Database Administrator's Guide.
Note: This chapter assumes you are a new Essbase user. If you used Version 5.x, you need to migrate your applications and databases. See the Essbase Installation Guide for important migration information.
Process step |
Reference |
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Decide what components you want to install. Be aware that the license your company purchased might not include all options. |
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Assess your needs and requirements. Have a clear idea of your data analysis needs and of what types of calculations and reports you want to run. |
Your budget, forecasting, and other financial reports with notes on how you want to improve them |
Analyze your data from a multidimensional perspective.
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Design your application and database. Think about which dimensions you will designate as sparse and which as dense, which dimensions you will designate as time and which as account, and where you will include attribute dimensions. |
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Allocate storage and specify Essbase kernel settings for your database. |
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Learn about Partitioning. Think about whether your data can benefit from being decentralized into connected databases. |
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Learn about dynamic calculations and how they can greatly improve performance. |
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Design security for your database. Think about who needs access to the data, who should have update authority, and who should have read-only access? |
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Build the dimensions. Decide whether your data loads will introduce new members into the outline. If so, set up dynamic dimension building. If not, set up regular data loads. |
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The Essbase Spreadsheet Add-in User's Guide for your spreadsheet application |
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Analyze and improve performance and troubleshoot errors if they occur. |
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