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ARIES Portfolio Users Guide

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Landmark Graphics 12/12/03


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12/12/03 - Landmark Graphics Corporation ii


Contents

Introducing ARIES Portfolio Module ......................................5


Overview ................................................................................................................5
Benefits .....................................................................................................6
Features .....................................................................................................6
Architecture ...........................................................................................................8
Database ....................................................................................................8
Oracle Express Server ..............................................................................8
Portfolio Module Application ...................................................................8
Portfolio Module Workspace .................................................................................9
File Menu ..................................................................................................9
Edit Menu ...............................................................................................10
Tools Menu .............................................................................................10
Cube Builder ........................................................................................................11
Ensuring Cube Data Integrity .................................................................11
Data Aggregation ....................................................................................11
Cube Reports and Graphs .......................................................................11

Building a Cube ................................................................................13


Starting ARIES Portfolio .....................................................................................14
Starting the Application ..........................................................................14
Connecting to the Oracle Database ........................................................14
Connecting to the SQL Server Database ................................................15
Connecting to the Access Database ........................................................16
Workflow: Building a Cube .................................................................................17
Setting Up ARIES Runs .........................................................................17
Defining Organizational Structure ..........................................................17
Review Source Data ...............................................................................21
Select Properties ............................................................................................23
Configure Roll-Up Parameters ............................................................................27
Setting the Cube Path....................................................................... 31
Building and Saving the Cube ................................................................32
Update an Existing Cube ........................................................................34

Analyzing Cube Reports and Graphs ..................................39


Information About the Cube ................................................................................40
Cube Reports and Graphs Overview ...................................................................43
Exploring Cube Reports .........................................................................43
Economic Summary......................................................................... 43
Economic Details Reports................................................................ 44
Historical Production Reports.......................................................... 50
Saved Reports .................................................................................. 50
Exploring Cube Graphs ..........................................................................53
Economic Summary Graphs ............................................................ 53

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Economic Details ............................................................................. 54
Reserves and Volumes ..................................................................... 58
Saving Graphs .................................................................................. 61
Understanding Cube Reports and Graphs ............................................................62
Reports and Graphs Organize Data by Dimensions ...............................62
A Typical Report ....................................................................................63
A Typical Graph .....................................................................................64
Accessing Tools for Modifying Reports and Graphs .............................65
Working with Reports and Graphs ......................................................................66
Drilling to See Hierarchical Data ........................................................................67
Drilling to See Data in a Report .............................................................67
Drilling to See Data In a Graph ..............................................................68
Exchanging Dimensions to Show a Different View ............................................71
Adding More Details to Columns or Rows in the Reports .....................71
Exchanging Data Dimensions to Switch Columns and Rows ................72
Customizing Selected Data on the Dimension ....................................................74
Selecting Different Cashflow Elements .................................................74
Changing Stream Numbers to Long Descriptions for the Row ..............76
Selecting a Specific Level from Organizational Hierarchy ....................79
Printing a Report or Graph ..................................................................................84
Printing the Current Page for a Report or Graph ....................................84

iv Landmark Graphics Corporation - 12/12/03


Landmark ARIES Portfolio Module User Guide

Introducing ARIES Portfolio Module

Introduction

This chapter provides an overview of ARIES Portfolio Module. The


following topics are covered in this chapter:

Overview
Architecture
Portfolio Module Workspace
Cube Builder

Overview

ARIES Portfolio Tool is designed to assist you in analyzing and


managing your portfolio and planning needs. It provides powerful
technology for managing and analyzing your Portfolio of Properties
and the main foundation for Portfolio Optimization.

In this version, The ARIES - Portfolio Tool could pull data from either
the ARIES Oracle database (AFS version or EDM version), or Aries
Access Database or Aries SQL database and creates multi-dimensional
data cubes using Oracle express Server (personal or server version
depending on the volume of the production environment). The entire
portfolio can be interrogated in real time using the power of On Line
Analytical Processing (OLAP) built on Oracle database technology.
In the roll-up process sums are performed across all the dimensions.
The corporate organizational hierarchy, time, elements of cash flow, a
selected search attribute such as the capital type, reserve category, and
scenario are the different dimensions where users then quickly drill
down from the corporate level to business units, asset teams, fields and
projects on the fly to analyze the performance at portfolio level. In
the following versions, the cube data will be used as main foundation
for Portfolio Optimization.

Using the ARIES Portfolio Tool, you can ask questions and get answers
to what ifs that would take days to develop, whether you work on an
asset team, in a regional business unit or for corporate headquarters.
You can compare and combine properties, then display the data with

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ARIES Portfolio Module User Guide Landmark

customizable graphs and reports to support your recommendations and


decisions.

Benefits
Centralized Data Access Capturing property level data in one centralized location gives you
ability to do better quality control, to shorten cycle time, and to
have efficiency in data management -- leverage the data rather
than spending the time in acquiring the data.

Real Time On Line Analytical Processing (OLAP) transforms raw data so


Multidimensional View of that it reflects the real dimensionality of the corporation. It then
the Data gives you ability to slice and dice and analyze the data across any
dimension, at any level of aggregation, with ease.
Creates realistic plans More control and timely access to strategic information brings
more effective decision-making and more realistic plans. You
could manage the expectations better and set more reliable targets
as a base for the consolidated budgeting process.
Improves Workflow and Enables people in an entire company to share the portfolio process
Facilitates Teamwork and results with an open structure with standard and customized
reports and graphical capabilities. Provides archiving functionality
for entire process of workflows for later analysis.

Features
Multi-dimensional Charts Allow real-time ad-hoc slicing and dicing of multi-dimensional
data. Comes pre-built with several standard charting formats.
Allow user to customize and save user-defined chart.

Multi-dimensional Graph Allow real-time ad-hoc slicing and dicing of multi-dimensional


data. Comes pre-built with several standard graphing formats.
Allow user to customize and save their user-defined graph.
Interactive Cube Builder Totally interactive to allow users to select specific company
hierarchy structure, product types, reserve types, scenarios, etc.
Allow users to QC their database to see which evaluations run
are completed. Tabular format that allow user to customized
Review Data Source table to lock in a specific column(s) and
printable report.
Utilizes 4th Generation OLAP Custom logic for the E&P business workflow built on top of
Technolog Oracle Express OLAP engine. Roll-ups are applied among
multiple axes and slices of multi-dimensional database. View,
interrogate, and analyze pre-computed multi-dimensional data all
type of variables in your dataset.

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Organizational Hierarchy Select asset economic models by name, business units, or your
Structures entire corporate hierarchy, allow you to place them into
appropriate business context. Easily select various levels of your
corporate hierarchy and compare different scenarios.

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Architecture

The Portfolio Module architecture has three key components that are
configured in a client/server environment:

Database (Oracle, or Access, or SQL server database)


Oracle Express server
Portfolio Module application

Database
The database of choice ( Oracle, Access, or SQL server databases),
stores ARIES Economic Run results. These economic results are the
source data for ARIES roll-ups. Your desktop must be configured to
connect to the Oracle database. When building a cube, Portfolio
Module extracts data from one of these databases.

Oracle Express Server


Oracle Express is where cube building and roll-ups are performed. The
server stores the processed data for later retrieval. You could either use
server version of Oracle express for very intensive production
environments or use personal express version for relatively less
intensive production environments

Portfolio Module Application


Portfolio Module runs on your desktop. The application extracts
ARIES Economic run data from the Oracle database and instructs the
Oracle Express server to build the multidimensional cube.

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Portfolio Module Workspace

The Portfolio Module workspace is an environment for using Portfolio


Module tools. It has menus and a toolbar for accessing and working
with the tools.

File Menu
Use the File menu options to perform tasks such as create a new cube
or connect to the Oracle database.

Menu Option Use this Option to...


New Cube Create a new data cube
Open Cube Open an existing cube stored on the Oracle Express server
Delete Cube Deletes an existing cube stored on the Oracle Express server
Connect Express Gain access to the Oracle Express server
Disconnect Express Relinquish access to the Oracle Express server
Connect Database Gain access to the Oracle database

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Menu Option Use this Option to...


Disconnect Database Relinquish access to the Oracle database
Print Prints the current page
Exit Exit the Portfolio Module application

Edit Menu
Use the Edit menu options to display or hide the toolbar and status bar,
or to set up connection paths.

Menu Option Use this Option to...


ToolBar Display or hide the toolbar
StatusBar Display or hide the status bar.
Configuration Set up server connection paths and related local files

The Edit menu also displays the traditional Windows Cut, Copy, Paste,
and Delete options

Tools Menu
Use the Tools menu options to create a new portfolio and to open an
Oracle Express server command window.

Menu Option Use this Option to...


Goal Planner (Not yet Create a Goal Plan
available)
Portfolio Builder (Not yet Create a new portfolio
available)
Portfolio Optimizer (Not yet Optimize a portfolio when connected to the
available) Express Server.
Express Command Window Open an Oracle Express command window

Note

Only the Express Command Window is available in this version of ARIES


Portfolio.

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Cube Builder

Cube Builder is a tool for building a multi-dimensional data cube,


which is a database format designed for rapid data access and data
analysis. The cube is built on Oracle Express, and uses Online
Analytical Processing tool (OLAP). Data cubes in ARIES Portfolio
have defined dimensions such as organizational hierarchy, product
types (such as oil and gas), reserve category, time, cash flow elements,
and scenario. The data elements in a cube are rolled up in any defined
dimension.

Ensuring Cube Data Integrity


Cube Builder provides an interface for quickly reviewing property
level economics before aggregating it. Defining the correct
organizational structure is important in ensuring the accuracy of your
data.

Data Aggregation
Cube data is indexed by multiple dimensions. The dimensions provide
infinite ways to dissect your data for answers. For example, a financial
variable might have dimensions of PRODUCT TYPE, SCENARIO,
RESERVE CATEGORY, TIME, and ORGANIZATION. You can
easily analyze the cash flow for different oil and gas property scenarios

As the cube is created, the values for each level of hierarchy are stored
in an Oracle Express Server database file. You can drill down from the
corporate level to see the business units with high NPV, asset teams,
fields, and properties. If you used a conventional database to access this
data, you would have to create separate queries. The cube allows you to
do ad hoc queries to quickly access your company data.

Cube Reports and Graphs


The ARIES data cube transforms the raw property economics data into
the real dimensionality of the corporation. The cube reports and graphs
provide the ability to slice and dice and analyze the data across any
dimension and at any level of aggregation.

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Building a Cube

Introduction

In this release, the only available component of ARIES Portfolio is the Cube
Builder, which is a tool for building a data cube with ARIES Economics
output. To create a data cube, ARIES Portfolio pulls data from an ARIES
database. The database could be either Oracle ( EDM or AFS versions),
Access, or SQL server database. This chapter provides instructions for
building a cube with Cube Builder. It covers the following topics:

Starting ARIES Portfolio


Workflow: Building a Cube
Setting Up ARIES Runs
Defining Organizational Structure
Reviewing Source Data
Selecting Properties and Filter Data
Configuring Roll-up Parameters
Building and Saving Cube

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Starting ARIES Portfolio

This section provides instructions for starting ARIES Portfolio and


connecting to your Oracle database.

Starting the Application


Click Start> Programs> Landmark AFS> ARIES> ARIES
Portfolio or Landmark EDM> ARIES> ARIES Portfolio. You can
also create a shortcut to the PortfolioTool.exe, then simply click this
shortcut when you wish to start ARIES Portfolio

Connecting to the Oracle Database


1. From the ARIES Portfolio main menu, select File> Connect
Database. The Connection Properties screen will be opened.

2. On the Database Connection tab, do the following:

For User ID and System Owner, type your Oracle user ID.

For Password, type your Oracle password

For DB Server, type the database name.

For Set Default, type a name under which to save the current
connection settings.

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3. Click OK. If you need assistance, contact your Oracle Server


Administrator.

Note

In order to connect to the database, the Oracle tnsnames must be setup identically
on both the client and Express server machines.

Connecting to the SQL Server Database


1. From the ARIES Portfolio main menu, select File> Connect
Database. The Connection Properties screen will be opened.

2. On the Database Connection tab, do the following:

For system owner, type your system owner name

For User ID , type your SQL Server database user ID.

For Password, type your SQL Server database password

For DSN, type the SQL Server database server name.

For Set Default, type a name under which to save the current
connection settings.

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3. 3. Click OK. If you need assistance, contact your SQL Server


administrator.

Note

In order to connect to the SQL Server database, the tnsnames must be setup
identically on both the client and Express server machines.

Connecting to the Access Database


From the ARIES Portfolio main menu, select File> Connect Database.
The Connection Properties screen will be opened.

.
Note

In order to connect to the Access database, the ODBC driver needs to be set up
and mapped to the Access database of interest.

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Workflow: Building a Cube

To build a new cube, ARIES Economics must be run for an ARIES


Oracle, Access, or SQL server database. The data that populates the
ARIES Oneline, Detail, Monthly, and RMS tables are then pulled into
the cube. The following workflow will walk you through the process of
building a cube that can then be used to create reports and graphs.

Setting Up ARIES Runs


Before ARIES Portfolio can be used, Economics must be run on the
ARIES Database. When Economics is run, you must select to update
the Oneline, Monthly, and Detail tables by checking the relevant boxes
in the ARIES Economics Run Settings dialog.

Defining Organizational Structure


Defining the organizational structure is the next step in building the
cube. Follow the steps below to define the organizational structure.

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1. Select File> New Cube. You will be prompted to select a DBS


from which the cube will be built.

2. Choose the desired DBS from the DBS List.

3. Check the Configure Portfolio Tables box, then click OK.

The Configure Portfolio Tables screen informs Portfolio which ARIES


table items will be used to build the cube. The Table List specifies the
ARIES table for which items are listed. The available tables are the
Oneline (OL), Detail (DT), and Monthly (EM).

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The numbers in parentheses next to the table names give the


number of items in the table. Thus there are 59 items in the
AC_ONELINE table above.

Items that exist in the ARIES table that will not be used to build the
cube are displayed in bold. For example, in the following
Configure Portfolio Tables screen, the streams S370 and S1065 are
highlighted in bold print, and would not be used.

Items can be added to or removed from the cube build by using the
VCR buttons to move items between the two lists.

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4. For the purposes of this workflow, accept the default


configuration. Click Cancel to continue to the Company Level
Description mapping screen.

5. Enter the Company Name, and use the drop-down menus to


select the ARIES table fields from which the Major Product and

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Reserve Category should be taken. The items available on these


menus will depend upon the items in the ARIES Master table
being referenced. Use the No. of Company Levels drop-down to
define the number levels your company uses to identify a specific
property. You will need to choose a level of description for each of
the levels selected.

6. Click OK.

Review Source Data


The Review Source Data tab lets you perform a quick quality control
of the source data for the properties saved projects included in the
ARIES DBS.

1. Click an ARIES Project folder in the left panel of the screen to


perform a quick quality control of the data for that project in the
right panel. Other options available on the Review Source Data
screen are:

Economic Scenario- Choose the ARIES Economic scenario to


apply to the data. Only those scenarios already defined in
ARIES will be available.

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Display Cumulative Data- Choose the ARIES Non-Time


stream to be displayed. Streams from the Oneline table are
available. The stream selected will be displayed in the Review
Source Data columns.

Sort Order- Choose the column by which you wish to sort the
data. You can also select if the column will be sorted in
ascending or descending order.

Refresh- Push this button to force the screen to refresh to


reflect the changes to the database.

2. Once you are satisfied with the data selected you can continue to
the Select Properties tab.

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Select Properties

The Select Properties tab defines the properties that will be used when
building the cube. The Search Category item allows you to filter the
data by either product type or reserve category. The Search List item
then lets you define the specific product type or reserve category for
which to search. These items work together to filter your data. If you
wished to use only oil properties to build the cube, you would select
Major Product as the Search Category and Oil as the Search List.
Once you have defined a filter, you can choose to use all of the data
meeting that filters requirements, or you can further define the data to
be used by selecting the properties manually with the VCR buttons.

To include all of the data available, follow the steps below.

1. Click the Select Properties tab.

2. Use the Search Category item to define if properties are to be


searched by Major Product or Reserve Category.

3. Once the Search Category has been defined, use the Search List
item to define which item in the defined category should be
searched for. The items available will depend upon the selected
Search Category selected and will be pulled from the ARIES

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Master table fields defined as the Major Level Product or Reserve


Category on the Company Level Descriptions screen.

Note

You can use both search categories to filter the items. For example, the
Major Product could be set to Oil, and the Reserve Category could be set to
PDP. The resulting hierarchy would include only items that are Oil Wells,
and are classified as Proved Developed Producing.

4. Once the Search Category and Search List have been defined,
click the Update Hierarchy button to populate the far left field
with the defined properties.

5. From the left pane, click the folders that may contain properties
that you would like to roll-up. The data for the selected folders will
be displayed according to organizational hierarchy in the middle
pane. Use the properties displayed in the middle pane to define the
properties to be included in the cube. In this example, the
ALLWELLS folder was selected.

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6. Use the middle pane to choose the final properties to be included


in the Cube build. Right-click to display a pop-up menu with the
following options:

Select Highlighted- Add the currently highlighted property to


the current cube build. This behavior is the same as the
button.
Select All Hierarchy- Add the entire hierarchy to the current
cube build. This behavior is the same as the button
Expand List- Expand the entire hierarchy.
Collapse List- Collapse the entire hierarchy.

7. Use the Right VCR buttons to move properties to the Selected


Organization Hierarchy field. If you accidentally choose a

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ARIES Portfolio User Guide Landmark

property that should not be included, use the Left VCR buttons to
remove properties from the selected list.

8. Once the desired properties are displayed in the Selected


Organization Hierarchy field, continue to the Configure Roll-Up
Parameters tab to build the cube.

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Configure Roll-Up Parameters

The Configure Roll-Up Parameters screen defines the roll-up


parameters for the cube build. Additionally, this screen allows you to
name the cube and define where it will be saved.

1. Click the Configure Roll-Up Parameters tab.

2. Verify that the properties selected on the Select Properties tab are
listed in the topmost field.

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3. Check the settings in the Table Data Selector area. These are the
data that will be transferred from the ARIES data tables. The
default is for all of the data available in the tables to be loaded.

4. The user can choose any combination of Economic Summary Data


(Non-Time-Series), Detail table data (TimeSeries), or Monthly
Data. If RMS Data is available, the user can log into RMS with the
user name and password used for RMS and select to load this data
as well. Furthermore, by checking "Load Historical Data button",
in the cube historical data could be displayed in addition to
forecasted values.

5. By clicking on Custom Ratios button, user could also define


ratios to be computed in each level of roll up. Click on define
to set up a ratio to be computed. When you click on define
following screen will pop-up. Click on define:

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In the definescreen, type a name, and description for the ratio.


Name is the index used to define different ratios ( like Book 1,
Book 2 short values). Description is the way that ratio would
show up in the cube ( Long value). Then, select the unit and
numerator and denominator of the ratio. As displayed, the drop
down boxes for numerator and denominator brings the information
directly from the ARIES Economics streams so that user has
flexibility of creating any ratio they want from the streams
captured from ARIES Economics.

Click on OK. You will then see the ratio you just created in the
defined ratios list. You should then click on it and use single arrow
key to bring this ratio to the selected ratios list. This selected ratio/
ratios then will be computed in every level of hierarchy and in
every level of other dimensions of the multidimensional cube.

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To close the ratio window, click on close.

6. Select the following cube parameters by moving the slider for a


parameter to the left or right:

Proj(s) Start Year is the starting year of the cube data. This
date is the reference point for roll-ups.

Number of Years is defaulted to the maximum project life in


the properties.

Number of Months is defaulted to 12, but if there is monthly


information available the user can move the slider to include
monthly data.

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Search Category Dimension defines either product type or


reserve category to be added to the default dimensions of time,
organizational hierarchy, scenario, and cashflow elements.

Replace Scenario Dimension by Reserve Category defines


whether the scenario dimension will be replaced by the Search
Category not selected. Scenario is always defined as one
dimension of the cube. If there is one scenario then this
dimension can be replaced by product type. You will create a
cube that can be sliced by reserve category and product type, as
well as the cashflow items and organizational structure. Thus,
if the search category is Major Product you will have the
option to Replace Scenario Dimension By Reserve Category.

Setting the Cube Path


1. On the Configure Roll-Up Parameters tab, click the Set Cubes
Path on Express Server button.

2. In the Directory Browser window, navigate to the location where


you will build and save the cube. To separate this cube from other
data, type the name of a new subdirectory.

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3. Click Submit.

Building and Saving the Cube


If you are not currently connected to the Express Server, you will
perform the following steps after clicking Submit.

1. On the Express Server Connection tab:

Select the name of the host for the Oracle Express Server and
type your UserID and Password. In the example, Teras Dell is
selected, the UserID is OESguest, and the Password is
displayed as asterisks.

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2. Once you have entered your UserID and Password, click OK.

3. After connecting to the Express Server, the Confirmation screen


will appear.

4. On the Confirmation Screen dialog, review summary information


about the cube (tables in the cube) and check its parameters
(number of properties, number of months, and number of years). If
you are satisfied with the information and parameters, name the
cube by typing a name in the Cubes Name box.

5. Click Build Cube.

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6. On the Cube Status Window dialog, view the status of the cube
building process.

7. When the message, Cube Building Job Completed, appears in the


Cube Status Window dialog, click OK.

Update an Existing Cube


This screen is designed to help you to update an existing cube. Prior to
updating the cube, goto the database and rerun the properties needs to
be updated.

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In the select properties tab, select only those properties which are rerun
and bring them into the selected

For the properties rerun, check configuration for roll up parameters in


the table data selector and also in the project start year, number of
years, months. Make sure that the search category dimension is the
same as the one in the existing cube.

Then, click on the "update existing cube" tab and highlight the cube
needs to be updated.

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This brings you the screen above. QC all the info about existing cube
and click on "Update Cube". This will give you a warning message of:

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Click on "yes" and make sure that all the info in the final confirmation
screen is as you expected

Click on "Build Cube"

This will rebuild the cube with the updating selected properties.

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Analyzing Cube Reports and Graphs

Introduction

Cube reports and graphs are used to analyze data in the cube. This
chapter provides instructions for analyzing the data by cube reports and
graphs. It covers the following topics:

Information About the Cube


Cube Reports and Graphs Overview
Understanding Cube Reports and Graphs
Working with Reports and Graphs
Drilling to See Hierarchical Data
Exchanging Dimensions to Show a Different View
Customizing Selected Data on the Dimension
Printing a Report or Graph

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Information About the Cube

Now that cube is built, you can review the data summary to get
background information on the cube you just built.

1. Select File> Open Cube.

2. On the Open Express Cube dialog, click Analyze an existing


CUBE.

3. On the Select Cube dialog, select the cube that you just created in
the previous chapter and click OK.

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4. On the Connect dialog, select an Express server, then click OK.

5. Login to the server by typing your Oracle Express User ID and


Password.

6. On the Cube View window, review the following:

Outline of the organizational hierarchy

Load profile (the number of scenarios, the number of time


periods, the number of search categories, the date on which
data loading begins, the date on which data loading ends).

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The Cubes Path.

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Cube Reports and Graphs Overview

Cube reports and graphs provide standard and customizable reports and
graphical capabilities, which enable people throughout a company to
share process and results with an open structure. The ability to share
report and graph formats also helps assure company-wide consistency
in presentation and reporting.

Cube report and graphs are templates for creating ad hoc reports. You
can customize a report or graph by setting properties that changes its
appearance and by drilling to get detailed data. This section provides an
overview of a typical report and graph and lists the ways you can
access tools for customizing them.

Exploring Cube Reports

Economic Summary
The Economic Summary report displays data from the ARIES Oneline
table. This report shows cumulative cashflow elements at different

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levels of hierarchy for selected scenarios and search categories (reserve


category or product type).

Economic Details Reports

Cashflow Statement
The Cashflow Statement is designed to pull data from the ARIES
Detail table. This report shows the annual time series elements of the

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cashflow by year for different levels of hierarchy, different product


types, scenarios, and time frame.

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Budget Organization
The Budget Organization report is designed to pull the time series data
for different levels of organizational structure and scenario by
breakdown of product type for a selected and elements of cashflow.

Monthly Details Report


The Monthly Details Report is designed to pull monthly data for
cashflow elements for selected organizational level, economic scenario,

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product type, or reserve category.

RMS Reports
RMS reports are designed to pull data from the ARIES RMS tables.
There are three reports specifically designed to pull data from RMS:
The Remaining Net Reserves Report, The Monthly Reserves Forecast,
and The Reserve Booking Memo Report.

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The Remaining Net Reserves Report displays net production by


organizational level, book key, and reserve Category.

Another report available under RMS reports is the Monthly Reserves


Forecast. This report is designed to pull cashflow elements over time

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(monthly) by organizational level, book key, and reserve Category.

The Reserve Booking Memo report is also available to provide


summary information based on RMS data.

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Historical Production Reports


This report is designed to pull the historical production stored from the
ARIES Database. The data is stored annual and monthly as follows:

Saved Reports
You can change reports, save them, and share them with others. The
two files related to reports in ARIES Portfolio are
ARIESCubeview.xpj and ARIESSavedview.xpj. The
ARIESCubeview.xpj file contains all of the canned reports and graphs
that come with the ARIES Portfolio installation. The
ARIESSavedview.xpj file contains the reports and graphs saved by the
user. In order to keep two views of the same report or graph, you will
either need to make a backup of the ARIESSavedview.xpj file or save
these reports with different names in the same ARIESSavedview.xpj

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file. Your organization can have multiple ARIESSavedview.xpj files,


and you can share these files across the organization.

Note

The file names ARIESCubeview.xpj and ARIESSavedview.xpj are


the default names that come with the ARIES Portfolio installation.
You can rename these files, or make copies of these files and save
them with a new name. The only requirements are that the file used
be an .xpj file, and that the file is mapped on the Global
Configuration screen.

To connect to a specific ARIESSavedview.xpj file:

1. Choose Edit> Configuration from the ARIES Portfolio menubar.

2. Use the browse button for SaveView.XPJ to navigate the desired


ARIESSavedview.xpj file.

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Saving Reports
If you change a report and want to save it, follow these steps:

1. With a report open, click the Save button .

2. On the Save View As dialog, provide a name and a description and


click OK.

Accessing Saved Reports


If you want to access a saved report, follow these steps:

1. On the Cube View window, click Graphs> Saved Reports.

2. The Saved Reports window displays.

3. Either use the listbox to select the report you wish to view, or
scroll through the saved reports using the VCR buttons.

4. You can display all of the saved reports one at a time in the Saved
Reports window.

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Exploring Cube Graphs

Economic Summary Graphs

Breakdown by Category
The Breakdown by Category graph compares the breakdown of
cashflow elements by scenario and product type for a selected level of
organizational hierarchy.

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Breakdown By Organization
The Breakdown by Organization and Scenario graph compares the
breakdown of cashflow elements by scenario and selected
organizational levels.

Economic Details

Scenario Comparison
The Scenario Comparison graph is designed to compare different
scenarios and their elements against one another for selected
organizational levels and time frames by product type. The graph

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below shows a comparison of trends for stream 442 (gross revenue) in


the downside and upside scenarios for different product types.

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Time Series 3D
The Time Series 3D graph is designed to display a three-dimensional
view of cashflow elements for selected product types and different
scenarios at each level of organizational hierarchy.

The example above displays the Gross Total Revenue changes for an
entire company over 10 years. The changes could also be displayed for
different levels of the organizational structure by selecting different
levels from the Organization drop-down box.

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Time Series Stack


The Time Series stack graph shows a stacked view of cashflow
elements of different scenarios for selected levels or organizational
structure.

The example above displays the Gross Total Revenue for the total of oil
and gas products across different scenarios for the entire company.
Selecting different options from the dropdown menu boxes or dragging
and dropping the dimensions will change the report format.

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Monthly Details
The Monthly Details graph is designed to display cashflow elements
over the monthly period for a selected level of hierarchy, scenario, and
product type.

Reserves and Volumes

Time Series 3D
The Time Series 3D graph shows a three-dimensional view of reserves
and volumes.

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Historical Production
This graph is designed to show the trends in the historical data.

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Time Series Stack


The Time Series Stack graph shows a stacked view of reserves and
volumes.

Saving Graphs
You can change graphs, save them, and share them with others for a
baseline view of the cube before creating portfolios.

If you change a graph and want to save it, do the following:

1. Click Save.

2. On the Save As dialog, provide a name and a description and click


OK.

3. On the Cube View window, click File> Save.

Accessing Saved Graphs


On the Cube View window, click Graphs> Saved Graphs. The Saved
Graphs window will display. You can display all of the saved graphs
one at a time in the Saved Graphs window.

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Understanding Cube Reports and Graphs

Both reports and graphs have a dimension bar. The dimension bar
contains the dimensions that create the report or graph. The dimension
bar also contains buttons for accessing a query tool, status of changes to
your data, and Oracle Online Help.

Status Display or Hide Changes to the Data

Oracle Oracle Express Help


Express
Query
Selector Box
(accesses the
data with
which you
wish to work)
Dimensions

Reports and Graphs Organize Data by Dimensions


Cube reports provide three major dimensions for organizing data. The
chart below lists and describes each dimension and provides examples.

Dimension Description Example


Organization Data organized by the If you have cashflow elements
hierarchy of your for each level of your
corporation, such as corporation, then the data has an
company, division, or region. organization dimension.
Scenario Type Data organized by different If you have cashflow elements
scenarios, such as base, for all scenarios or every level of
upside, downside. organizational structured
investment, then the data has
scenario dimension.

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A Typical Report
The picture below illustrates the components of a typical cube report
and their functions.

Determines Determines
Row Headings Column
Headings

Shows
Dimension
Values
Selected

Calculated
Values
Retrieved
From Your
Database

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A Typical Graph
The picture below illustrates the components of a typical cube graph
and their functions.

Determines
the Data Determines the Data Shown
Shown in the in the X-Axis
Y-Axis

Title
Describing the
Dimension
Values
Selected

X-Axis

Y-Axis

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Accessing Tools for Modifying Reports and Graphs


You can customize reports by setting properties, such as color, font, and
format, and by drilling to access detailed data. The chart below
describes how and where to access tools for customizing reports.

To access tools for customizing... Right-click...


Reports Data in a column or row and choose Select
Data
Anywhere below the report
Graphs Title
Labels or numbers for x-axis or y-axis
Data
For example, bars or lines. Graph type
determines how data appears.
Borders around data
Anywhere in the perimeter

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Working with Reports and Graphs

The remainder of this chapter will guide you through creating some ad
hoc reports and printing a graph. The procedures that follow describe
actions with sample data. Follow the instructions by selecting values
from your cube. Most of the procedures use reports for examples;
however, most of the same methods apply for working with graphs.

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Drilling to See Hierarchical Data

Product Type, Economic Scenario, Organization, Time, and Cashflow


are the dimensions that exist in cubes. You can drill to see data at any
dimension. In this section, you will drill to see data for the different
levels of organization, different scenarios, and different product types
in the economic Summary report.

Drilling to See Data in a Report


1. Select Reports> Economic Summary. Use the chart below to
understand the dynamics of drilling the data cube.

Before Drilling

To drill...Click the plus (+) sign.

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After Drilling

Notice the exact values shown for each item in the expanded list.

2. Click the Main Menu button.

Drilling to See Data In a Graph


1. Select Graphs> Economic Details> Time Series 3D. Use the
chart below to understand the dynamics of drilling data graphs.

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Before Drilling

In this example, you are going drill-down to through different


levels of hierarchy once the year for different product types is
displayed. To drill-down, you could either use the drop down
boxes next to dimensions and select the other items in the list, or if
you want to reach the source data and add more to the list, you
could double click on to the dimension (double click on account,
organization or search category) and go to the selector box, and
then double click on list and from the list, you could add different
accounts to the list to drill down. Additionally, you could right-
click near the graph title and select Drill Down from the pop-up
menu.

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When drilling, you proceed through the hierarchy to see different


fields. Following screens shows values for two different fields.

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Exchanging Dimensions to Show a Different View

You can drag and drop dimensions to organize data. The combinations
of dimensions determine the scope of the data you can view on a report
or graph. In this section, you will drag and drop the Search Category
dimension under Time to create a report giving the details for product
type.

Adding More Details to Columns or Rows in the Reports


1. Select Reports> Economic Details> Cashflow Statement.

1. Drag and drop the Search Category beneath Time and release the
mouse button when you see the arrow .

2. Review the report. Notice that for each year, the product types oil
and gas and the total are added as detailed information to the
columns and cashflow elements are shown in the selected rows.

3. Click Main Menu.

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Exchanging Data Dimensions to Switch Columns and Rows


1. Select Reports> Economic Summary and review the report.

2. On the Dimension Bar, swap the Organization dimension with the


Account dimension by dragging and dropping. Release the mouse
button when you see the cursor change to .

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3. Review the report. Notice that Columns are displaying


organizational hierarchy and rows are displaying cashflow
elements.

4. Click Main Menu.

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Customizing Selected Data on the Dimension

The canned reports contain a list of default items selected for each
dimension. These items are a starting point to help you create reports
quickly; however, you can customize the lists to include or exclude
items you select. When you open a report, you can reach the source
data for any dimension by double-clicking that dimension. You could
then customize the list of values by following the workflow below. This
workflow uses the Cashflow Statement report from the Economics
Details section.

Selecting Different Cashflow Elements


1. Select Reports> Economic Details> Cashflow Statement.

2. To select another set of items for a dimensions, you must display


the Selector dialog in one of the following ways:

Right-click the title of a dimension in the Dimension bar to


display a pop-up menu, and choose Select Data in the menu.

Double-click the title of a dimension.

If you displayed the Selector dialog for the Account dimension,


you will see a dialog similar to the following:

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3. Click List button bar of the Selector dialog. The List dialog
displays to allow you to change the set of selected accounts.

The Available Account box lists the available accounts from which
you can select account names, and the right box contains the set of
currently selected account names.

You can select names in either list as you would in Windows


Explorer: select a name singly with a mouse click, select a
contiguous group of items with the Shift key, or select multiple
items with the Ctrl key. You can also drag down a list to select a
contiguous group of names.

After selecting one or more names in the Available Account box,


click Select to replace the list in the Selected Account box with the
names you have selected from the available accounts, or click Add
to add the names selected in the Available Account box to the
names in the Selected Account box.

To delete the last names added to the Selected Account box, click
Keep. The delete the items currently selected in the Selected
Account box, click Remove.

4. In the Available Accounts list box, select streams S370-S892.

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5. Click Add. The items you selected are added to the Selected Items
list box.

6. Click OK to close the List dialog box and again to close the
Selector dialog box.

Changing Stream Numbers to Long Descriptions for the Row


While still working in the previous report, perform the following steps
to view the long description of cashflow elements in the rows:

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1. Double-click the Account dimension to access the source data for


the cashflow elements.

2. Click the Options button to access the Selector Options box.

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3. In the Show Dimension Values As section of the Selector Options


box, choose Long Labels, the click OK. You will see the long
description for the Stream Numbers in the Cashflow Elements
Account.

4. To display the cash flow elements in the report with the long
description, click in the empty (white) space on the graph.

5. Select View Label Type, then choose Long Labels as the label
type.

The rows on the report will now be displayed with long descriptions.

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Selecting a Specific Level from Organizational Hierarchy


You will now use the same report to display all of the properties PW of
AFIT Net over ten years. To do this, we will a standard Express query.

1. Double-click Organization and access the Selector dialog.

2. Click Family.

3. Choose the Property level for the entire company.

4. Click OK.

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5. The Selector box will show the properties as linked. Click OK.

6. The Organization dimension will now display, in parentheses, the


number of properties.

7. We will now select the PW of AFIT Net from the cashflow


elements.

8. Double-click Account and choose List

9. For the selected Account, choose P.W. of AFIT Net and click
Keep.

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10. Click OK, then OK once more to return to the report. The report
should now appear as follows:

Now lets alter the report to display the properties on the row.

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11. Swap the Organization and Account elements.

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12. Right-Click in the rows and choose AutoViewLabelType from the


pop-up menu, then select Long Label.

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Printing a Report or Graph

You can print the following for reports and graphs:

The current page for a report or graph


All pages for a report or graph
All pages for all reports and graphs

In this section, you will print the current page for the Time Series - 3D
graph.

Printing the Current Page for a Report or Graph


1. Select Graph> Financial Performances> Time Series 3D.

2. Right-click directly above the title of the graph (in the white space)
and select Print on the pop-up menu.

3. On the Print dialog, select from the following options:

View

Displayed Page of Data

Scale to Fit Paper

4. Click OK.

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