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Essbase load rule multiple select criteria, multiple reject criteria

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When the goal is to use a load rule to populate a database and you want to limit the records going in, you have the ability to select specific records from your data load or reject specific records. 

It's really best practice to filter your data files going to Essbase before they get to your Essbase server.  If you are sourceing from Sql you could easily filter the results in your Where: clause of the sql statement.

 My example is from a typical customer that wants to send data between Essbase cubes.  Why would you want to send data between Essbase databases?  There are many reasons.  Once the requirements for a reporting system have been hashed out, the design often times will dictate a multi cube approach.  One such reason is if you have an allocation system where only a subset of accounts from the GL will be allocated.  In this case, accounts are dense, and the performance advantages of reducing the block size by 95% way outweigh the added complexity of scripting the moving of data from one Essbase cube to another.

As you'll see the more you learn about Essbase, it can be much better to have 2 or 3 applications instead of 1 monstrously large app that never seems to finish calcing.

ex: cube a

scenarios: actuals, budget, forecast

versions: working, final

ex: cube b

scenarios: actuals, budget, forecast1, forecast2

versions: working, what if, final

Export level 0 cube a and import into cube b.  You only want to extract the budget->final from cube a to cube b.  You don't want to touch the actuals scenario.

Process: export level 0 column format from cube b

Import into Cube A the text file with the select criteria in the scenario set to budget, and the select criteria in the version set to final.

now you have to go into the Data Load properties of the load rule and change the default radio option from "and" to "or".

This can be frustrating because each field (column) has an "and" and "or" option but these are within that field only.  If you want the combination between the fields to apply everywhere, you'll need to set the load rule to "or" on this screen.


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