1. UNIT 2 Calculation Architecture

2. Topics Types of calculations Data storage Calculation order Dynamic Calculations Two-pass calculations Intelligent Calcs

3. Types of Calculation Outline calculations Calc script calculations

4. Outline Calculations Calculations based on member relationships in a dimension

5. Default Calculation The default for the database is CALC ALL. A different default calculation can be set using Essbase Application Manager or ESSCMD.

6. Default Calculation Characteristics The default calc, CALC ALL minimizes physical passes through database. allows users with access to specific calc scripts to run default calc.

7. Calc Script Calculations Contents of calc scripts: commands, formulas, and functions Reasons for calc scripts Functions and commands that only work in scripts

8. Calculation Order Data storage Dimension types

9. Dense and Sparse Dimensions Dense Sparse Dimension tags

10. Block and Index Structure Index of sparse dimensions Cola->New York Profit COGS Margin Mkt exp. Payroll Misc. Tot. Exp. Sales Jan Feb Mar Qtr1 Apr Actual Budget Var. Var% Measures Time Scenario May Cola->Florida Profit COGS Margin Mkt exp. Payroll Misc. Tot. Exp. Sales Jan Feb Mar Qtr1 Apr Actual Budget Var. Var% Measures Time Scenario May Measures Cola->East Profit COGS Margin Mkt exp. Payroll Misc. Tot. Exp. Sales Jan Feb Mar Qtr1 Apr Actual Budget Var. Var% Time Scenario May

11. Generations and Levels LevelGeneration 4 3,1 2 1 3 3 2 0 0 0 1 2

12. Block Types Input blocks Calculated (non-input blocks) Level zero blocks Upper-level blocks

13. Calculation Order Accounts Time Dense Two-pass Sparse

14. Dense Calculations Data load from table XX ### XXXX XXXXXXX Essbase calculation (CALC ALL) SalesCOGSMarginProfit Actual Budget Jan Feb Mar Qtr1 Year After calc of Time dimension After calc of Accounts dimension

15. Sparse Calculations Vermont -> Cola New York -> Cola East -> Cola 30 20 10

16. Measures (Label Only) Profit (+) (7) Margin (+) (3) Sales (+) (1) COGS (-) (2) Expenses (-) (6) Marketing (+) (4) Misc. (+) (5) Inventory (+) (Label Only) Opening (+) (TB First) (8) Ending (+) (TB Last) (9) Ratios (+) (Label Only) Margin % (+) (Two Pass Calc) Margin % Sales; (10) Product Share (+) (Two Pass Calc) Sales % Sales ->Products; (11) Calculation Order: Dense Dimensions

17. Calculation Order: Sparse Dimensions (1) (2) (3) (4) (C) (A) (B)

18. Dynamic Calculations Dynamic Calc (Non-Store) Dynamic Calc and Store Dynamic Time Series

19. Dynamic Calc Member Settings Dense and sparse dimensions Dynamic Calc restrictions Considerations

20. Calculation Order: Dynamic Calcs Versus Batch Batch Dimension with Accounts tag Dimension with Time tag Dense dimensions in outline order Sparse dimension in outline order Two-pass calculations Dynamic Calc Sparse dimensions in outline order Time series calculations Dimension with Accounts tag Dimension with Time tag Dense dimensions in outline order Two-pass calculations

21. Dynamic Calculation Limitations Members that cannot be dynamic Loading data Parent/child considerations

22. Two-Pass Calculation First pass Accounts Jan Feb Mar Qtr1 Profit Sales Profit % ( tagged as two-pass calc ) Second pass Accounts Jan Feb Mar Qtr1 Profit Sales Profit % ( tagged as two-pass calc ) 300 3000 30% 100 1000 10% 100 1000 10% 100 1000 10% 300 3000 10% 100 1000 10% 100 1000 10% 100 1000 10%

23. Intelligent Calculation Introducing Intelligent Calculation Intelligent Calculation method Invoking Intelligent Calculation

24. Check Your Understanding