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Hyperion Enterprise:Batch Load

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Introduction

In order to automate the process of extracting and loading data from Hyperion Enterprise there are a couple of steps that need to be accomplished:

  • Data needs to be extracted from Hyperion Enterprise. If you want to automate this you will need Hyperion Autopilot.
  • Process the Hyperion Enterprise data with a batch-procedure
  • Schedule both steps using Windows Scheduler.

This article describes these tasks individually.


Extract data from Hyperion Enterprise using Hyperion Autopilot

Hyperion autopilot.png
  Hyperion Autopilot is a software tool that comes with Hyperion Enterprise and helps you to automate administrative tasks. For every category two tasks are required:
  1. Change Category task
  2. Extract Enterprise Data task

The Extract Enterprise Data task needs to be configured with the following settings:

  • File name: extract the file to the location where CXO-Cockpit can load the file from, name the file similar as the category
  • Entity list: specify the list with all entities to extract
  • Account list: specify the list with all accounts to extract.
  • Start & end period: specify the periods to extract, this is typically first period to last period
  • Format: specify a format for extraction, the format needs to meet the following requirements: 
    • Precision of 9 decimals ;
    • Scale is put to 0 (units);
    • The Data View is Category-to-Date.

Process the Hyperion Enterprise data with a batch-procedure

To start the extraction of data from Hyperion Enterprise through a scheduled task, you first have to create a batch file with the appropriate command line. Give the batch file a logical name like HE_dataload.bat. You can put it on any location on the CXO-Cockpit application server, but note that the Active Directory user used for the scheduled task has write and execute rights on that folder.

This command-line has the following structure:

"C:\Program Files\CXO Solutions\CXO-Cockpit\Design Studio\CXO.Cockpit.Administration.exe" @app:hetest @cat:ACTUAL @cat:BUDGET @cat:ACT_BUD @trans:1 @process:1

The location of the executable CXO.Cockpit.Administration.exe usually is as in the two examples above, but is can also be on another drive (D:\).

The arguments:

  • @app: The CXO-Cockpit application to which the data should be loaded, transformed and processed
  • @cat: The HE category to load. This parameter needs to be repeated for every category that should be loaded.
  • @trans: Indicates if the data should be calculated and transferred to the fact database. Should be 0 or 1.
  • @process: Indicates if the cube should be processed using the fact database. Should be 0 or 1.
  • @bulk: Indicates if the data file should be uploaded through SQL server-side bulk load. Should be 0 or 1. Note that since version 4.1 this no longer gives any performance benefit. Default = 0 (No).

Scheduling the extraction task

In the Control Panel you can create a task that invokes the batch at a certain moment or with a certain interval. Read more about scheduling task in the Schedule Windows Tasks article.