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Oracle Essbase Spreadsheet Add

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1. The dimensional attributes of the cell are as follows Actual Profit New York Feb and Product The combination of one or more of these attributes becomes the basis for a drill through query that returns data from the relational source From Spreadsheet Add in you can access a predefined drill through report that is based on the dimension or member intersections of Essbase data cells in the sheet Using Integration Services Console an administrator at your organization sets up drill through reports for you to access that is each drill through report is already defined in terms of what to retrieve from the relational source In Spreadsheet Add in you can access drill through reports from the Linked Objects Browser dialog box see Figure 168 When you select a drill through cell in the sheet and select the Essbase Linked Objects command the Linked Objects Browser dialog box displays a drill through entry that you can select and launch 174 Drill Through Tutorial A oS e Soe SESE Geis Sa SSeS Ei al Profit Product 2 Scenario Actual Budget j 3 Jan Feb Mar Qtr Jan Feb Mar Qtrl Jan Feb a New York 512 601 543 1656 512 601 1 543 1656 620 710 5 Massachusetts 519 498 4515 1532 519 498 515 1 532 570 550 6 Florida 336 361 373 1070 336 361 373 1070 400 450 7 Connecticut 321 309 290 920 321 309 290 920 380 390 8 New Hampshire 44 74 84 202 44 74 84 202 110 130 9 East 1 732 1843 1 805 5380 1 732
2. In the Members group box you can define styles for various types of database members such as parent child and shared members In Members select Parent Selecting this option defines a font and color style for parent member names Essbase defines a default color of navy for all parent members You can select a font format by clicking the Format button to the right of the Members group box and using the Font dialog box Click Format to the right of theMembers Essbase displays the Font dialog box In Font style select Bold Italic and click OK Essbase displays an example of the selected style in the Sample box see Figure 44 Formatting the Worksheet 57 58 10 11 12 Basic Tutorial Figure 44 Font Dialog Box MS Serif T MT Extra FH News Gothic iii T News Gothic Condens Nimrod Tr F Onyx zi Effects Sample T Strikeout Bets Aanb YZZ Color y Script Click OK again Even though you have defined styles they are not enabled until you select the Use Styles option from the Essbase Options dialog box and refresh the worksheet Select Essbase then Options and select Display In Cells select Use Stylesto enable the styles and click OK Select Essbase then Retrieve to refresh the worksheet and apply the styles Essbase displays parent member names in bold navy font In cell A2 drill down double click on Qtr1 Essbase displays Jan Feb and Mar in a regular font b
3. ORACLE ESSBASE SPREADSHEET ADD IN RELEASE 11 1 1 USER S GUIDE _ ORACLE _ ENTERPRISE PERFORMANCE MANAGEMENT SYSTEM Spreadsheet Add in User s Guide 11 1 1 Copyright 1991 2008 Oracle and or its affiliates All rights reserved Authors EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related documentation and technical data delivered to U S Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency specific supplem
4. 212 220 303 300 312 310 287 290 74 110 109 130 130 190 100 150 562 960 610 1070 372 830 990 1500 591 770 922 1010 522 660 592 530 645 840 676 860 710 920 618 800 290 350 327 380 377 420 394 440 545 700 612 750 625 700 525 670 1047 1720 1189 1900 1339 2120 1016 1780 67 320 177 200 154 250 136 320 62 310 163 30 206 130 123 70 2325 2570 2423 2720 2540 2820 2439 2840 2363 2620 2739 2970 2937 3230 2692 2850 1143 920 1167 360 1271 1020 1219 920 1002 610 1120 890 1192 1000 940 680 738 310 783 380 900 440 779 400 745 1160 835 1280 1031 1490 965 1510 570 On the Display page of the Essbase Options dialog box if you select Use Styles and Use Sheet Options with Query Designer the styles you selected for dimension members will be applied to the initial query results If you do not select Use Sheet Options with Query Designer even if you have selected Use Styles they will not be applied to the initial query results To apply styles select Essbase then Retrieve When Essbase returns the data to the worksheet you are free to further investigate the data by performing Zoom Keep Only Remove Only and Pivot operations Note The XLS file that results from applying the query can be saved for possible use as an Essbase data load data file Deleting Queries You can delete a query only from the location where you saved that query For example if you save a query in HYPERION_HOME products Essbase EssbaseClient clie
5. At The server is processing the request in The server returns the data Note Small retrieval actions display the cursors very quickly you may not notice changes in the direction of the arrow when retrieving small amounts of data To retrieve data into an empty worksheet Select File then New or click Bl to open a new worksheet Note You should be connected to the Sample Basic database If you are not connected follow the steps in Connecting to a Database on page 30 Select Essbase then Retrieve Essbase retrieves data into the worksheet Figure 13 Initial Data Retrieval from Sample Basic Measures Product Market Scenario Year 105522 Retrieving Data 33 34 Basic Tutorial Because you selected the Enable Double Clicking option in the Essbase Options dialog box Global page in step 9 on page 27 you can double click in an empty cell to retrieve data You can also click the Retrieve icon on the Essbase toolbar When you retrieve data into an empty worksheet Essbase returns data from the top levels of each database dimension The top level is used as a starting point to navigate or drill down into levels of detailed data In the Sample Basic database these five dimensions are retrieved Measures Product Market Scenario and Year Tip You can retrieve data by double clicking in a data cell selecting Essbase then Retrieve or by clicking the Retrieve icon on the Essba
6. New York Albany lt esskey gt Further if the user hovers over the indicator for Albany California in the Customer dimension the cell comment reads lt esskey gt Customer California Albany lt esskey gt In a complex spreadsheet the cell comment allows the user to easily pinpoint a member combination In the above examples if the Show Qualified Member Names on Sheet option is selected for the instances of Albany in the Customer and Market dimensions the qualified member name is displayed directly on the worksheet Note To show qualified member names as comments you must enable the Comment Indicator only option in Excel gt To display duplicate member names optional 1 2 Basic Tutorial Select Essbase then Options In Display select one or both of these options from Duplicate Members e Show Qualified Member Names on Sheet to view the qualified member name on the sheet e Show Qualified Member Names as Comments to view the qualified member name when the cursor is hovered over the comment indicator in a cell When you use this option ensure that the Comment indicator only option of Excel is selected 3 Click OK to close the dialog box Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial Creating Queries Using Query Designer So far you have discovered how to retrieve data and navigat
7. a In the navigation panel click the Year icon Alternatively double click the Year tile in the layout panel Select a member in the Members list box With the member selected click the tight mouse button and from the The member select properties panel for the Year dimension is displayed b In Members select Qtr1 right click and select Add to Selection Rules c Add Qtr2 Qtr3 and Qtr4 to the selection rules in the same manner Because Year is in a Column location you can select one or more members The result is shown in Figure 55 Figure 55 Adding Members to the Selection Rules Oracle Essbase Query Designer 21x eadsheets Excel E8 Book1 Sheet1 Query1 5 Dimensions tist box A Page With the member selected click the Use this member select panel to select a member for the column dimension Select a member in the Members Gay Measures tight mouse button and from the OF Profit pop up menu select Add to Row Selection Rules gt 5 Market d Product Column o ggg Year OF Qtr OF Otr2 OF Otr3 OF Gtr Scenario Members Available Dimensions 3 Caffeinated Base Pre 77 Ounces Base Produc t7 Pkg Type Base Pro t3 Population Base Mar 77 Intro Date Base Proc 34 Attribute Calculations Selection Rules W Data Filtering ia a ig 7 Select members of the Scenario dimension as
8. Contents Chapter 1 Introduction to Essbase 1 1 teen tenet ene eens 7 PRO Eschiten 1 26 T T EE T E E Raeeeeateas 7 Typical Usersot EssDase sedatursseretat ertasi aeta be nat eae bes 8 Components of the Client Server Environment 0 0 e eee eee eee 8 RSs se Delve nha reta sk twee tae E EN E EA EET E E dee we EET 8 Spreadsheet Addin aise na beep ev ardassadard a epadardesebesedeeed eands 9 Te RO 6 4 4 oss E EE E tea nee eis ae ees see ee eee ee ees 9 Besbase vip plication Pimdicitin cpucte uu ecdetgbwsekeeg ev andeseaucterseue sues 9 ppreadsheet LOGIN 25 ince betiee dee eet aeee eared dpe dwieaeoderese seas 9 Essbase Partitioning pu0n i cacceeudeecaees birita bare He wee bees eRT 9 Essbase Structured Query Language nterface 2 256 2 ees yi eee ieee eas caeenies 9 Essbase Application Programming Interface 0 0 cee eee ee eee 10 Bssbase Currency Conversion lt i ceeitcieeaed tiri nET EISES AESA RS 10 lntegraion SERVICES 614i dE Oe HE RE ee ee ge eS 10 Dievelaper Predciss so huw ce tebe pyrki sey eaeete TAS eee eee ears ay 10 Dita WU cece eu gadt Caden heeded add aaa bee ehad sd Reese ses 10 The Multidimensiinal Database 2 24460 4seebs dees tie adad anaes beds 11 Dabas UNG Ris 4 bas eas Rhee ead Pee eRe aR 12 E E jonar ceeds L dae eek L E E eee ea ea 14 MemDers 666 e kee th eee ete denne sd aeeeetet ee aadei eed Soede eeedeeesds 14 PU ep ig ad Ca et So ay AR Se Ree eee eee ee eS 15 PN 6 i ek wer tone seg se kw aw
9. To display the name and alias of a member In cell B8 double click the secondary mouse button to drill up on Qtr2 In cell C2 select Colas and then select Essbase then Pivot In cell C3 select Year and then select Essbase then Pivot Select Essbase then Options and select Display In Aliases select Use Both Member Names and Aliases for Row Dimensions Be sure that Use Aliases is already checked Click OK to return to the worksheet and select Essbase then Retrieve The result is shown in the section called Starting Spreadsheet Add in Essbase displays both member names and their aliases for row dimensions Because the only row dimension in this example that has preassigned aliases is Product only the Product members display their aliases Region members simply repeat the member name instead of displaying an alias won e VY Figure 50 Result of Displaying Both Member Names and Aliases Repeating Member Labels A B Ce p E F East East 12656 West West 3549 South South 4773 Central Central 9490 Market Market 30468 Fast Fast 2534 West West 9727 South South 6115 Central Central 9576 Market Market 27954 East East 2627 West West 10731 South South 2350 By default Essbase displays member labels only once for each nested row and column group If you are connected to a large database when using Spreadsheet Add in you may have to scroll down or across the worksheet to see additional data rows and column
10. User Defined Attributes UDA Member Comment Click OK to close Member Information In Essbase Member Selection click Add to add Colas to Rules Alternatively you can double click an item in the Members list box to add the item Select Product and click Find The Find Member dialog box is displayed see Figure 68 In the Find Member dialog box you can do pattern match searches for members in the selected dimension You can use wildcard patterns trailing asterisk and single character match Essbase locates the members that match the text string and groups them in outline order so that they can be selected as a group Note You can use the trailing asterisk wildcard and single character wildcard in the text string The wildcard replaces a string of characters and the wildcard replaces a single character J n and 100 are examples of valid wildcard strings 10 and J n are examples of invalid wildcard strings In Find Member enter D see Figure 68 Figure 68 Find Member Dialog Box Find Member x Enter Member Name or Pattern in Field Below ee Fina ne Close Help Click Find to locate all members that match D 11 12 13 14 15 16 17 18 19 Essbase selects the first descendent in the dimension whose name begins with the letter D Click Find Next The next member in the Product dimension whose name begins with the letter D is selected Continue to click Find Next unt
11. month produces a chart showing information through the end of the current month Enterprise View An Administration Services feature that enables management of the Essbase environment from a graphical tree view From Enterprise View you can operate directly on Essbase artifacts entity A dimension representing organizational units Examples divisions subsidiaries plants regions products or other financial reporting units Equity Beta The riskiness of a stock measured by the variance between its return and the market return indicated by an index called beta For example if a stock s return normally moves up or down 1 2 when the market moves up or down 1 the stock has a beta of 1 2 essbase cfg An optional configuration file for Essbase Administrators may edit this file to customize Essbase Server functionality Some configuration settings may also be used with Essbase clients to override Essbase Server settings EssCell A function entered into a cell in Essbase Spreadsheet Add in to retrieve a value representing an intersection of specific Essbase database members ESSCMD A command line interface for performing Essbase operations interactively or through batch script files ESSLANG The Essbase environment variable that defines the encoding used to interpret text characters See also encoding ESSMSH See MaxL Shell exceptions Values that satisfy predefined conditions You can define formatting indica
12. o During a Zoom In operation all members are retrieved This can happen in some cases where the sampling percentage is very small Working with Formatted Worksheets In addition to providing flexible ad hoc retrievals Essbase supports retrieving data into formatted worksheets A worksheet can contain these formats e Spaces between rows and columns e Cell values that contain text or data that is not defined in the database outline e Member names in noncontiguous locations at the top of a worksheet e Spreadsheet formulas see also Preserving Formulas When Retrieving Data on page 116 e Visual cues styles After you format and save a worksheet you may want to retrieve and navigate through new data in the existing worksheet format These topics provide information on working with formatted worksheets e Observing the Rules for Working with Formatted Worksheets on page 111 e Retrieving Data into Formatted Worksheets on page 112 e Pivoting Data on Formatted Worksheets on page 114 Observing the Rules for Working with Formatted Worksheets Observe these rules when retrieving data into a formatted worksheet Rule 1 In the worksheet no numeric cells can be located before the first Essbase data cell For example in Figure 93 on page 112 the first Essbase data cell is B6 Neither any cell in rows 1 through 5 nor cell A6 can contain numeric values Also these cells cannot contain formulas that resolve to nu
13. 28 Basic Tutorial e Set the options in the Essbase Options dialog box as described in Setting Essbase Options on page 24 If the option settings are different the illustrations presented in this chapter may not match the worksheet view e After you change a worksheet option in the Essbase Options dialog box you must perform a retrieval or a drill down operation to have the new setting take effect e Be sure to follow each step in the tutorial Each task builds upon the previous task Do not skip the final steps at the end of sections because these steps are often necessary to prepare you for the next tutorial task e Ifyou make a mistake during the tutorial you can select Essbase then FlashBack to return to the previous worksheet view e The values in the Sample Basic database that represent ratios or percentages are calculated to a very high level of precision for example 55 26162826 You can apply a cell format to control the number of decimal places that are displayed in data values For details on applying cell formats see the Excel documentation e Numeric values shown in the illustrations used throughout this tutorial may not match the values stored in your database The values shown in these illustrations reflect a freshly loaded database e Some worksheet columns have been adjusted for clarity in the illustrations You do not need to change the width of columns in the worksheet to follow the tutorial steps The Adjus
14. 54 4 5 Basic Tutorial Figure 41 Worksheet View Displaying Missing Data Values 1 Measures 2 Actual Budget 3 Qtr1 Qtr2 Qtr1 Qtr2 4 East 100 10 2461 2940 2550 3050 5 100 20 212 303 220 300 6 100 30 74 109 110 130 T 100 2747 3352 2880 3480 8 200 562 610 960 1070 9 Product 5380 6499 6500 7550 10 West 100 10 1047 1189 1720 1900 11 100 20 67 177 320 200 12 100 30 62 163 310 30 13 100 1042 649 2350 2130 14 200 2325 2423 2570 2720 15 Product 7137 7515 8960 9290 16 South 100 10 745 635 1160 1280 17 100 20 306 363 570 660 18 100 30 Missing vissing Missing Missing Select Essbase then Options and select Display In Suppress select Missing Rows and click OK The Suppress Missing Rows and Zero Rows options are not available when any of the Formula Preservation options are selected in the Mode page of the Essbase Options dialog box For more information on Formula Preservation see Preserving Formulas When Retrieving Data on page 116 Select Essbase then Retrieve to update the worksheet Note After you change a worksheet option in the Essbase Options dialog box you must perform a retrieval or drill operation to put the new setting into effect Essbase suppresses product 100 30 from the South member group see Figure 42 Figure 42 Result of Suppressing Missing Data Values 4 East 100 10 2461 2940 2550 3050 5 100 20 212 303 220 300 6 100 30 74 109 110 130 fi 100 2747 3352 2800 3
15. Accessing and Editing Linked Reporting Objects Two options are available for accessing and editing a linked reporting object that is attached to a data cell e Select the cell as identified by the style applied to it and select Essbase then Linked Objects e Enable double clicking for linked object browsing Using Linked Reporting Objects 151 Note If you enable double clicking for linked object browsing double clicking behavior changes for retrieving data and performing drill actions For more information see Oracle Essbase Spreadsheet Add in Online Help For this tutorial you access the linked reporting objects that you created in the previous sections by using the Essbase menu item instead of the double clicking action Accessing a Linked File Sometimes you want to check an external file that is linked to a data cell To access the external file that you previously linked to a data cell In the Asymm x1s file select cell D5 Select Essbase then Linked Objects w ne Y In Linked Objects Browser select the Budasmp txt file see Figure 147 Figure 147 Accessing a Linked External File Linked Objects Browser Aspen Sample Basic Member Combination Otr2 Sales Colas E ast Budget Linked t Cbe Type iepa Decin Fenere esee laa Woded File Budgetary assumption report Budasmp txt Sys Mon Oct 27 14 gt Attach Edit Visw Launer Delete Help Close 4 Click View Launch t
16. Location http www essbase com URL Description The Essbase home page Cancel z Help 4 Click OK to close Edit URLand save the edits that you made Essbase saves the edits to the URL on the server 5 Click View Launch to view the new URL The Web browser launches and connects to the new URL 6 Close the Web browser 7 Click Close to close Linked Objects Browser 8 Close the Asymm x1s file without saving it Connecting to Multiple Databases Optional Essbase supports simultaneous access to multiple databases The databases can be in different applications and can be stored on different servers In the spreadsheet application you can open multiple worksheets each of which can be connected to a different database An individual worksheet can access only one database at a time Use the Connect command from the Essbase menu to switch the connection between databases 156 Advanced Tutorial Note Depending on the status of production applications at your site you may not have access to additional applications or databases Contact the Essbase system administrator if you need access to other applications For this tutorial you do not need to connect to another database Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial To access multiple databases Select Essbase then Connect to open Essbase System Login In Server
17. Performance is not significantly degraded when a large number of users connect to an single instance simultaneously sync Synchronizes Shared Services and application models synchronized The condition that exists when the latest version of a model resides in both the application and in Shared Services See also model system extract Transfers data from an application s metadata into an ASCII file tabs Navigable views of accounts and reports in Strategic Finance target Expected results of a measure for a specified period of time day quarter and so on task list A detailed status list of tasks for a particular user taskflow The automation of a business process in which tasks are passed from one taskflow participant to another according to procedural rules taskflow definition Represents business processes in the taskflow management system Consists of a network of stages and their relationships criteria indicating the start and end of the taskflow and information about individual stages such as participants associated applications associated activities and so on taskflowinstance Represents a single instance of a taskflow including its state and associated data taskflow management system Defines creates and manages the execution of a taskflow including definitions user or application interactions and application executables taskflow participant The resource who performs the task associated with the task
18. You should be connected to the Sample Basic database Ifyou are not connected follow the steps in Connecting to a Database on page 30 Select Essbase then Retrieve 3 Select Product and select Essbase then Pivot to display Product as a row rather than a column dimension Figure 65 Initial Worksheet for Member Selection 4 Select Product again and select Essbase then Member Selection The Essbase Member Selection dialog box is displayed see Figure 66 In the Essbase Member Selection dialog box the Product dimension is displayed in the Dimension list Its children Colas Root Beer Cream Soda Fruit Soda and Diet Drinks are displayed in the Members list box Figure 66 Member Selection Dialog Box Essbase Member Selection IA Product 5 Colas 3 Root Beer 4 Cream Soda 3 Fruit Soda 3 Diet Drinks 3 Bp Dynamic lime Senes 5 Select Colas and click Member Information a REMOVE LEM oppress Shared Menivers The Member Information dialog box is displayed see Figure 67 The dialog box provides information about the selected member such as dimension generation level storage setting formula UDAs and member comments Selecting Members 83 84 10 Basic Tutorial Figure 67 Member Information Dialog Box Member Information xi Member Information for Colas Dimension Product Generation 2 Level 1 Storage Setting Normal Formula
19. column or page axes For example selectable POVs in FDM could include location period category and target category In another example using POV as a filter in Smart View you could assign the Currency dimension to the POV and select the Euro member Selecting this POV in data forms displays data in Euro values precalculation Calculating the database prior to user retrieval precision Number of decimal places displayed in numbers predefined drill paths Paths used to drill to the next level of detail as defined in the data model presentation A playlist of Web Analysis documents enabling reports to be grouped organized ordered distributed and reviewed Includes pointers referencing reports in the repository preserve formulas User created formulas kept within a worksheet while retrieving data primary measure A high priority measure important to your company and business needs Displayed in the Contents frame process monitor report Displays a list oflocations and their positions within the FDM data conversion process You can use the process monitor report to monitor the status of the closing process The report is time stamped Therefore it can be used to determine to which locations at which time data was loaded product In Shared Services an application type such as Planning or Performance Scorecard Glossary 221 Production Reporting See SQR Production Reporting project An instance of EPM System produ
20. 1 330 1 440 Central 2 956 3 063 3090 9109 2956 3063 3090 9109 3550 3690 Market 8 024 8346 8333 24 703 8024 8346 8333 24 703 9940 10 350 14 Id 4 gt pi Market chil Market Detail wl AD 182 Drill Through Tutorial For this spreadsheet view detail level data exists in a relational data source data that is not available from Essbase For example the relational source contains columns of data for market detail measures detail and product detail This steps in this tutorial walk you through a sample drill through session where you will drill down from the data shown in Figure 174 into the detail data from the relational source This tutorial uses two sample drill through reports Measures Detail and Market Detail As with all drill through reports these reports have been predefined to retrieve specific columns from the relational source You will use the Drill Through Wizard to customize the report Measures Detail Note The sample file also contains two more sample reports called Product Detail and Two reports that you can use for drill through practice In Two reports select the drill through cell B3 to select from two drill through reports Product Detail and Market Detail select cell B6 to view Market Detail and cell G3 to view Product Detail In addition to the sample drill through reports the Essdt x1s file provides sample results of the drill through reports This list
21. 2 From HYPERION_HOME products Essbase EssbaseClient client sample open Asymm xls Depending on how software is installed on your computer the file may not be available or may be located in a different directory Contact the Essbase system administrator for more information Figure 91 Asymmetric Report 1 2 3 Agta Budget Budget Budget 4 Qtr1 Qtr2 Qtr3 Qtr4 5 East Colas 6292 6760 7300 5570 6 Root Beer 5726 5650 5600 5780 7 Fruit Soda 3735 4150 4350 3850 8 9 West Root Beer 6276 7970 8320 7020 10 Cream Soda 6043 7720 8300 7570 The sample file row and column dimension groups are asymmetric Thus the nested member groups from the Product dimension differ in member content within respective markets For example Colas and Fruit Soda are included in Fast but not in West In addition Actual data is displayed for Qtr1 whereas Budget data is displayed for Qtr2 Qtr3 and Qtr4 Also notice that the sample file displays styles for members of the Scenario and Year dimensions 3 Leave the sample file open for the next tutorial task Pivoting in Asymmetric Reports When you pivot a group of members in an asymmetric report Essbase keeps only unique members from dimensions that are not involved in the pivot 108 Advanced Tutorial gt To use the open Asymm x1s file to illustrate this point 1 Using the right mouse button drag East to the cell below Qtr1 The result is shown in Figure 92 Figure 92 Result of Pivo
22. 8 coGs 100 10 Actual 2000 12 04 00 00 00 000 15 41 9 Marketing 100 10 Actual 2000 12 04 00 00 00 000 5 06 10 Payroll 100 10 Actual 2000 12 04 00 00 00 000 7 13 11 Sales 100 10 Actual 2000 12 04 00 00 00 000 117 3 Additions 100 10 Actual 2000 11 28 00 00 00 000 53 862 M3 COGS 100 10 Actual 2000 11 28 00 00 00 000 19 5 14 Marketing 100 10 Actual 2000 11 28 00 00 00 000 6 24 15 Payroll 100 10 Actual 2000 11 28 00 00 00 000 8 06 16 Sales 100 10 Actual 2000 11 28 00 00 00 000 118 04 Additions 100 10 Actual 2000 11 19 00 00 00 000 153 18 18 coGs 100 10 Actual 2000 11 19 00 00 00 000 55 5 19 Marketing 100 10 Actual 2000 11 19 00 00 00 000 17 76 20 Payroll 100 10 Actual 2000 11 19 00 00 00 000 22 94 21 Sales 100 10 Actual 2000 11 19 00 00 00 000 335 96 22 Additions 100 10 Actual 2000 10 16 00 00 00 000 191 23 COGS 100 10 Actual 2000 10 16 00 00 00 000 72 In this sample the customized drill through report reflects the specifications that you set using the Drill Through Wizard Filtering Data 203 e The Time TRANSDATE column is sorted in descending order displaying the transaction dates in reverse chronological order e All children of Measures Additions COGS Marketing Payroll Sales and Opening Inventory except Misc are displayed as you specified in the filtering part of the Drill Through Wizard Disconnecting from Essbase When you finish using drill through disconnect from Essbase to
23. 90 dialog box 90 disconnecting forced logouts 91 from Essbase 90 from Integration Server 204 discontinuous rows and columns 47 disk space effect on Dynamic Calculation 126 display options 55 order of columns in drill through reports 194 Display page Essbase Options dialog box 25 178 Display Unknown Member option 113 115 displaying data 11 33 distributed sheets See cascading sheets double clicking defined 22 enabling for drilling 23 for linked object browsing 151 158 188 192 drag defined 22 drag and drop operations 42 drill by double clicking 23 down on attributes 37 38 down on consolidations 15 down to sample of members 109 110 Formula Fill 116 232 Index M N 0 P Q R S T U V W X Z retain formulas during 116 to less detail 38 drill through accessing 174 183 cells defining styles for 183 described 173 installing 176 multiple cell selection 187 multiple reports 174 sample database 182 drill through report 183 file 177 184 saving filters 202 styles for cells 175 tutorial guidelines 177 tutorial requirements 176 Drill Through Wizard dialog box 193 introductory screen 193 duplicate member names enabling display of qualified member name as comment 68 enabling display of qualified member name on sheet 68 example scenario 68 qualifed member name defined 67 working with 67 duplicating sheets See cascading sheets Dynamic Calculation members app
24. Caffeinated False Year 934 Caffeinated Year 2661 Connecticut Caffeinated True Year 1134 Caffeinated False Year 742 Caffeinated Year 1676 New Hampshire Caffeinated True Year B4 Caffeinated False Year 642 Caffeinated Year 758 East Caffeinated True Year 757 Caffeinated False Year 10849 Caffeinated Year 11606 Entering Generation and Level Names In addition to entering database member names into a free form report you can enter generation or level names directly into a worksheet to retrieve specific members The Essbase application designer defines generation and level names for database dimensions in the database outline Two options enable you to determine which generation and level names are defined in the database e View generation and level names in the Essbase Member Selection dialog box or through Query Designer e Contact the Essbase application designer to see which generation and level names are defined in the database outline To enter generation and level names directly into a free form report Select File then New or click Bi to open a new worksheet Select Essbase then Options and select Mode In Retrieval select Advanced Interpretation and click OK A N e Enter member names as shown in Figure 130 138 Advanced Tutorial Figure 130 Entering Member Names in a Free Form Report Sales Budget Vest Year 5 Enter a generation name as shown in Figure 131 Family is a generation name in
25. Clear 35 Connect 30 94 156 Currency Report 167 171 Disconnect 90 FlashBack 34 Keep Only 46 Linked Objects 145 149 Lock 160 Member Selection 83 Navigate Without Data 49 52 A B C D E FG H IK Pivot 42 Remove Only 48 Retrieve 33 Retrieve amp Lock 160 Send 160 Undo 34 Unlock 160 Zoom In 35 Zoom Out 38 comparison operators 82 101 compatibility with Smart View 24 concurrent database access 31 156 updates to server 159 conditional retrievals 100 Connect command 30 94 156 Connect icon 20 connecting 30 See also disconnecting to a database 30 93 to a relational data source 173 183 192 to Essbase 31 94 to Integration Server 183 192 to multiple databases 156 viewing current connections 157 Connection Information text box 157 162 consolidations defined 15 conversions currency 167 creating queries 71 creating reports See reports creating Currency Conversion product 10 currency conversions modifying exchange rates 171 reporting 170 sample databases 168 settings 171 Currency Report command 167 171 Currency Report dialog box 171 current time period See Dynamic Time Series cursors Essbase 33 custom applications 10 Customize button 192 customizing drill through reports 189 D data calculating 162 changing orientation 42 MNO P Q R S T U V W X Z comparison operators 101 displaying 11 33 dynamically calculating 125 filtering
26. Database State No data values have been changed since the last calculation The Essbase Calculation dialog box contains these items e The Connection Information text box displays the active database connection e The Select Calc Script list box contains the server based calculation scripts to which you have access e The Database State status box indicates the current calculation state of the database these states are possible o Calculating Indicates that a calculation is currently running on the database o Data values have been modified since the last calculation 162 Advanced Tutorial Indicates that data values have changed since the database was last calculated The last calculation may have been an entire calculation of the database or a calculation of any subset of the database o No data values have been changed since the last calculation Indicates that the data in the database has not changed since it was last calculated The last calculation may have been an entire calculation of the database or a calculation of any subset of the database Caution If the last calculation was performed on a subset of the data the entire database may not have been calculated since values last changed To ensure that the results of calculations are up to date you may want to run a calculation of the entire database For more information contact the Essbase system administrator Creating Multiple Worksheets from Data
27. Password Help Change Password Application Database Update Note 2 From Server select the server that you want to access or enter the name of the server 3 Enter your user name 4 Enter your password Note You can change your password when you are connected to a server To change your password see Changing a Password Optional on page 32 5 Click OK to connect to the server A list of available application database pairs is displayed in the Application Database list box Figure 12 shows an example of a list of application database pairs A single instance of Essbase Server enables simultaneous access to multiple applications An application can contain multiple databases Only the databases to which you have security access are shown in the list For this tutorial you use the Sample Basic database If the Sample Basic database was installed as part of the Essbase installation it is shown in the list If Sample Basic is not shown in the Application Database list box ask the Essbase system administrator to install it Retrieving Data 31 32 6 w ne VY D Basic Tutorial Figure 12 Available Application and Database Pairs Essbase System Login Server Localhost Usemame KJenserl Cancel Password p T Change Password Application Database x FR ekk Interntl Sample chgrate Samppart Company Source Basic Basic Select Sample Basic and click OK If the ap
28. Style Global m Mouse Actions _ Display Messages IV Limit to Connected Sheets C Information IV Enable Secondary Button Wamings IV Enable Double Clicking C Enors IV Enable Linked Object Browsing C None IV Display Unknown Members r Memory IV Enable Flashback r Log File IV Route Messages to Log File p Member Select IV Purge Log File Every Session IT Display Save Dialog r Mode Add Ins 7 Navigate without Data Addins Cancel Help 12 Click OK to save the settings for this session and close Essbase Options About the Samples Used in This Tutorial The sample database used for this tutorial contains these dimensions Scenario Product Market Measures and Year The sample spreadsheet file shown in Figure 174 provides a particular view from the sample database Figure 174 View from Sample Database ee De E I S Fa a DL 1 Profit Product 2 Scenario Actual Budget a Jan Feb Mar Qtr Jan Feb Mar Qtr Jan Feb 4 New York 512 601 543 1656 512 601 1 543 1656 620 710 5 Massachusetts 519 498 515 1532 519 498 515 1 532 570 550 6 Florida 336 361 373 1070 336 361 373 1070 400 450 i Connecticut 321 309 290 920 321 309 290 920 380 390 8 New Hampshire 44 74 84 202 44 74 84 202 110 130 East 1 732 1843 1805 5380 1732 1843 1805 5380 2080 2 230 West 2 339 2394 2404 7137 2339 2394 2404 7137 2980 2990 South 997 1046 1034 3077 997 1046 1034 3 077
29. controlled within the context of its group percent ownership Identifies the extent to which an entity is owned by its parent performance indicator An image file used to represent measure and scorecard performance based on a range you specify also called a status symbol You can use the default performance indicators or create an unlimited number of your own periodic value method PVA A process of currency conversion that applies the periodic exchange rate values over time to derive converted results permission A level of access granted to users and groups for managing data or other users and groups persistence The continuance or longevity of effect for any Essbase operation or setting For example an Essbase administrator may limit the persistence of user name and password validity personal pages A personal window to repository information You select what information to display and its layout and colors personal recurring time events Reusable time events that are accessible only to the user who created them personal variable A named selection statement of complex member selections perspective A category used to group measures on a scorecard or strategic objectives within an application A perspective can represent a key stakeholder such as a customer employee or shareholder financial or a key competency area such as time cost or quality pie chart A chart that shows one data set segmented in a pie format
30. cube A block of data that contains three or more dimensions An Essbase database is a cube cube deployment In Essbase Studio the process of setting load options for a model to build an outline and load data into an Essbase application and database cube schema In Essbase Studio the metadata elements such as measures and hierarchies representing the logical model of a cube currency conversion A process that converts currency values in a database from one currency into another For example to convert one U S dollar into the European euro the exchange rate for example 0 923702 is multiplied with the dollar 1 0 923702 After conversion the European euro amount is 92 Currency Overrides In any input period the selected input method can be overridden to enable input of that period s value as Default Currency Items To override the input method enter a pound sign either before or after the number currency partition A dimension type that separates local currency members from a base currency as defined in an application Identifies currency types such as Actual Budget and Forecast custom calendar Any calendar created by an administrator custom dimension A dimension created and defined by users Channel product department project or region could be custom dimensions custom property A property of a dimension or dimension member that is created by a user custom report A complex report from the Design Re
31. method used from any application regardless of how the database management system DBMS processes the information OK status A consolidation status indicating that an entity has already been consolidated and that data has not changed below it in the organization structure OLAP Metadata Catalog In Integration Services a relational database containing metadata describing the nature source location and type of data that is pulled from the relational data source OLAP model In Integration Services a logical model star schema that is created from tables and columns ina relational database The OLAP model is then used to generate the structure of a multidimensional database Glossary 219 online analytical processing OLAP A multidimensional multiuser client server computing environment for users who analyze consolidated enterprise data in real time OLAP systems feature drill down data pivoting complex calculations trend analysis and modeling Open Database Connectivity ODBC Standardized application programming interface API technology that allows applications to access multiple third party databases organization An entity hierarchy that defines each entity and their relationship to others in the hierarchy origin The intersection of two axes outline The database structure of a multidimensional database including all dimensions members tags types consolidations and mathematical relationships Data is stor
32. retrieves a single database value into a worksheet cell Enter an EssCell function directly into a worksheet or select an EssCell function from the spreadsheet menu bar Note You must be connected to a database to use EssCell EssCell retrieves data when you perform an Essbase retrieval or when you recalculate a worksheet through Excel As part of the default Essbase installation the Summary x1s sample file is provided with EssCell functions already set in cells B16 and B17 gt To view Summary xl1s 1 Select File then Open 2 From HYPERION_HOME pro ucts Essbase EssbaseClient client sample open Summary xls Note Depending on how software is installed on your computer the file may not be available or may be located in a different directory Contact the Essbase system administrator for the location of this file 122 Advanced Tutorial Figure 107 Worksheet Containing EssCell Functions Budget atl Qtre Qtr3 Qtr4 Year Sales 1460 1560 1630 1320 5970 COGS 560 590 630 500 2280 Margin 900 970 1000 820 3690 Marketing 160 160 170 120 610 Payroll 60 60 60 110 290 Misc Missing Missing Missing Missing Missing Total Expenses 220 220 230 230 900 Profit 680 750 770 590 2790 Year Sales ENJA Year Margin N A In Excel cells B16 and B17 contain the EssCell function If you select either of these cells you can The EssCell mbrList view the syntax for the EssCell function in the formula bar at
33. select a server to access or enter the name of the server Enter your user name Enter your password ao fF woND eB yV Click OK to connect to the server When the server connection is complete a list of available application and database pairs is displayed in the Application Database list 6 Select an application and database pair and click OK If the application is not already running Essbase automatically starts it There may be a brief pause as the application loads the time required to start an application depends on size and number of databases contained within the application and the sizes of their indexes 7 Open a worksheet and repeat the steps to connect to additional databases You can open one database at a time per worksheet For information on connecting to multiple databases from Query Designer see Connecting to Multiple Databases from Query Designer on page 80 Ways to View Active Database Connections If you frequently connect to multiple databases you may need to check the active database for each worksheet You can view the database connection status in two ways e The Style page of the Essbase Options dialog box contains a Connection Information text box This box displays connection information for the active worksheet e The Essbase Disconnect dialog box lists all active worksheets and their connection information This dialog box also enables you to disconnect one or more worksheets from their re
34. 1 1 1 1 1 1 1 B S 1 1 1 1 1 1 1 Bud xchg P amp L 1 1 1 1 1 1 1 B S 1 1 1 1 1 1 1 CAD Actxchg P amp L 1 53 1 53 1 53 1 53 1 53 1 53 1 53 B S 1 55 1 55 1 55 1 55 1 55 1 55 1 55 Bud xchg P amp L 1 5 1 5 15 1 5 1 5 1 5 1 5 B S 1 5 1 5 1 5 1 5 1 5 1 5 1 5 EUR Actxchg P amp L 1 01 1 01 1 01 1 01 1 01 1 01 1 01 B S 1 03 1 03 1 03 1 03 1 03 1 03 1 03 Budxchg P amp L 1 05 1 05 1 05 1 05 1 05 1 05 1 05 B S 1 05 1 05 1 05 1 05 1 05 1 05 1 05 The worksheet contains all possible combinations of exchange rate scenarios categories and types by month Because this example converts to U S dollars USD the sample file contains a base rate of 1 for USD Therefore the local and converted figures remain the same for New York Essbase converts the figures for Germany however by using data values in the currency database as follows e Essbase divides data values from Actual by values in the Act xchg currency type e Essbase divides data values from Actual Bud xchg by values in the Bud xchg currency type e Essbase divides data values from Budget by values in the Bud xchg currency type e Essbase bases all figures in Convert xls on the CurCategory of P amp L and the CurTime of Jan Note A conversion can be defined as a multiplication or division operation on exchange rates The definition is determined by the application designer Performing Ad Hoc Currency Reporting A main database such as Sample Interntl usually contains values tha
35. 1 843 1 805 5380 2080 2 230 10 West 2 339 2 594 2404 74137 2339 2394 2404 F713 2 980 2 990 111 South 997 1046 1034 3077 997 1046 1034 3077 1330 1 440 12 Central 2 956 3 063 3 090 9109 2956 3063 3090 9 109 3550 3 690 13 Market 6 024 6346 8333 24703 6024 6346 8333 24 703 9940 10 350 14 Id 4 gt di Market drill Market Detail Measures drill Measures drill2 Z lt f Figure 168 Linked Objects Browser Dialog Box with Drill Through Entry Linked Objects Browser Localhost Sample OLAP_TBC x Member Combination Linked Dit Te ae Trattoria Drill Through ntegration Server sbase Integration Server gt I Attach Edit Yiew Launch Delete Help Close You can define a style for cells tagged as drill through to identify which cells in the spreadsheet are associated with drill through reports For more information on defining styles for drill through cells see Accessing Drill Through Reports from the Spreadsheet on page 183 About the Drill Through Wizard An administrator at your organization can predefine drill through reports for you to view or to customize The person who develops a report determines whether the report can be customized by drill through users If a report can be customized you use the Drill Through Wizard to customize it The Drill Through Wizard is a graphical user interface that steps you through these customization tasks e Selecting columns to retri
36. 100 filtering in drill through reports 202 formatting 55 locking 159 missing 53 modifying 159 navigating 15 49 pivoting 42 relational and drill through reporting 173 removing subsets 48 retaining subsets 46 retrieving See retrieving sorting 100 unlocking 160 updating 159 161 data sort order and drill through reporting 196 data source relational 192 databases calculating See calculations concurrent access 31 connecting See connecting consolidations 15 defined 11 dimensions 14 disconnecting from 90 linked See linked partitions loading 32 95 locking 159 members 14 organization 12 outlines 15 queries See queries restoring previous views 34 rules 12 sample 29 168 182 selecting See connecting switching 156 viewing connections 157 deleting filters in drill through reports 202 selected members 48 styles 62 descendants defined 14 descending sort order Index 231 A B C D E FG H I K L in drill through reports 196 with Query Designer 105 Destination Options page 164 destinations cascaded sheets 164 Query Designer queries 76 detaching See disconnecting dialog boxes Help buttons 22 dimensions alternate 11 applying styles 59 currency conversion and 168 described 11 14 drilling down on 35 36 drilling up on 39 naming elements 14 pivoting 42 disabling data retrieval See navigating without data Disconnect command
37. 1070 372 630 990 1500 545 700 612 750 625 z760 525 670 290 350 327 3860 377 420 394 440 212 220 303 300 312 310 287 290 74 110 109 130 130 190 100 150 2363 2620 2739 2970 2957 3230 2692 2850 2325 2570 2423 2720 2540 2820 2439 2840 1143 920 1167 960 1271 1020 1219 920 1047 1720 1169 1900 1339 2120 1016 1780 1002 810 1120 890 1192 1000 340 680 62 310 163 30 286 130 123 70 67 320 177 200 154 250 136 320 738 310 783 380 900 440 779 400 1465 1640 1540 1700 1612 1710 1496 1330 Select File then Close to close the worksheet You do not need to save the worksheet Selecting Members 82 Basic Tutorial An Essbase database may contain hundreds or even thousands of members making it difficult to remember each member name You can use the Essbase Member Selection dialog box to find and select members and to define the layout of members in the worksheet In addition you can use Boolean operators such as AND OR and NOT or other search parameters to specify criteria and conditions that members must meet for the member selection Member selection is an important method of creating a spreadsheet report for the data that you want to retrieve For complete information on the Essbase Member Selection dialog box see Oracle Essbase Spreadsheet Add in Online Help To view specific members from the Product dimension Select File then New or click ol to open a new worksheet Note
38. 6721 7030 7 Cream Soda 5929 6769 6 Fruit Soda 5005 5436 10 Select File then Close to close the worksheet Performing Advanced Retrieval Tasks 133 You do not need to save the worksheet Using Free Form Mode Similar to Advanced Interpretation mode Free Form mode enables you to enter member names into any location in a worksheet and then interprets the contents of the worksheet when fulfilling the retrieval request In addition with Free Form mode you can use Essbase report script commands to retrieve data into a worksheet Report script commands are most useful for defining member references that can bring back the most current member information dynamically For example if you need to create a report that shows every product including the products added since the last retrieval standard retrieval mode reflects changes only when you drill down on the product If you use the report script command lt IDESCENDANTS Essbase retrieves all descendants of a specified member as well as the specified member For more information on the syntax of report script commands and on guidelines for developing reports see the Oracle Essbase Technical Reference and the Oracle Essbase Database Administrator s Guide Keep in mind these guidelines when working in Free Form retrieval mode e You must precede all member names that consist of numbers with a single quotation mark For example for the Product dimension member 100 yo
39. AK EKKRKRKKEK y File name e temp BUDO 1st f Creation date Mon Nov 10 11 48 34 2003 fRKKKKKKKKAKKAKKKKKKKEKKAKKKKKKKKKKAKEKKAKKAKKAKKKKERKEKKKKKER f c temp BUD1 xls East Old Fashioned c temp BUD2 xls East Diet Root Beer c temp BUD3 xls East Sasparilla c temp BUD4 xl1s East Birch Beer c temp BUDS xls West Old Fashioned c temp BUD6 x1ls West Diet Root Beer c temp BUD7 xls West Sasparilla c temp BUD8 xls South Old Fashioned c temp BUD9 xls South Diet Root Beer c temp BUD10 xls South Sasparilla 22 Select File then Close to close the worksheet You do not need to save the worksheet To create multiple worksheet files based on the attributes of a product 1 Enter the attribute names in the top row of the worksheet 2 Select the attribute names and select Essbase then Cascade Proceed as previously described Working with Currency Conversions Organizations with offices in different countries generally do business in the currency of the host country known as the local currency Such organizations must convert data entered in local currencies to a common currency for consolidation and analysis The Oracle Essbase Database Administrator s Guide describes how to design and implement a Currency Conversion application These topics provide a brief tutorial for working with currency conversions e Retrieving Currency Conversion Data
40. Advanced Tutorial 10 Figure 90 Result of Filtering and Sorting Data B G D E G H J P Actual Budget _ Actual Budget Actual Budget 2550 2940 3050 3298 3440 2430 2410 540 676 860 710 920 618 800 770 922 1010 522 660 592 530 960 610 1070 372 830 990 1500 700 612 750 625 780 525 670 350 327 380 377 420 394 440 220 303 300 312 310 287 290 110 109 130 130 190 100 150 2620 2739 2970 2937 3230 2692 2850 2570 2423 2720 2540 2820 2439 2840 920 1167 960 1271 1020 1219 920 1720 1189 1900 1339 2120 1018 1780 810 1120 890 1192 1000 940 680 310 163 30 286 130 123 70 320 177 200 154 250 136 320 310 703 380 900 440 779 400 1640 1540 1700 1612 1710 1498 1330 1160 835 1280 1031 1490 965 1510 570 363 660 281 570 247 550 2770 2579 2930 2648 2980 2450 2690 3310 2457 3350 2451 3470 2271 4130 1030 1155 1120 1220 1150 970 590 910 1075 1020 1073 1010 1070 590 1130 1045 1320 1089 1340 889 1180 1080 928 1180 915 1170 793 1060 620 500 610 556 690 567 730 390 87 90 130 140 205 210 ii HATZ Note The values that you are ranking and sorting must be the same For example you cannot specify Product in the Dimension being ranked drop down list box and Market in the Dimension being sorted drop down list box If you specify different values Query Designer automatically changes both values to the last specified value To close the worksheet select File then Close You do not need to save the workshee
41. Analysis Market Actual Jan Feb Mar Sales Opening Inventory Bales Opening InventorySales Opening Inventory 100 8314 29448 8327 29124 8407 28929 200 8716 33000 8960 32100 8951 31125 300 7874 28865 8046 28964 8077 29095 400 6634 26092 6736 26246 6778 26409 Product 31538 117405 32069 116434 32213 115558 Adjusted for Audit Stock to Sales 6 Close the file without saving it Preserving Formulas When Retrieving Data In Retrieving Data into Formatted Worksheets on page 112 you used the Retain on Retrieval option to preserve formatting and formulas in an existing worksheet Collectively the Formula Preservation options enable you to retain formulas during data retrievals keep and remove only operations and drill operations In addition Essbase can replicate formulas for additional members retrieved into the worksheet as part of a drilling operation This topic shows you how to create a report using all of the Formula Preservation options Keep in mind these guidelines and restrictions when using the Formula Preservation options e On the Mode page of the Essbase Options dialog box you must have the Advanced Interpretation option selected to enable Retain on Retrieval The Formula Preservation options do not work with free form retrieval mode e You must enable Retain on Retrieval to enable Retain on Keep and Remove Only and Retain on Zooms e You must enable Retain on Zooms to enable Formula Fill e When you select the
42. Columns F Auto Sort Rows I Repeat Member Labels Missing Label No Access Label Aliases IV Use Aliases Use Both Member Names and Aliases for row dimensions Alias Long Names X Defaut m Duplicate MelIRR Ties F Show Qualified Member Names on Sheet F Show Qualified Member Names as Comment m Query Designer I Use Sheet Options with Query Designer m Dynamic Time Series I Latest Time Period Jan ha 6 Click OK Press and hold down the Alt key and drill down double click on Product in cell D1 Formatting the Worksheet 63 64 7 ao fF WN BP y Basic Tutorial Select Essbase then Retrieve to refresh the worksheet and display the alias names The result is shown in Figure 49 Essbase changes the Product codes 100 200 and so forth to their predefined aliases Colas Root Beer Cream Soda and so forth In the Sample Basic database Product is the only dimension with predefined aliases Figure 49 Result of Displaying Aliases 924 836 242 935 162 2747 562 3352 610 3740 372 2817 990 12656 2534 376 752 337 761 327 792 Notice that Essbase is still displaying the styles that you created and applied in the previous sections Displaying Both Member Names and Aliases In addition to displaying aliases for database members you can also configure Essbase to display both aliases and database member names in Spreadsheet Add in
43. Despite the benefits of the multidimensional database for storing analytic data some data elements required for analysis are better suited to the relational structure ofa relational database The scope of data residing in an Essbase database is typically at a summary level where data is summarized and calculated for planning and analysis Detailed transactional data usually is not examined during the planning and analysis of a business For example you might use Essbase to analyze retail sales for the first quarter in the Eastern region Detailed data such as a list of customers who purchased a particular product in a About the Drill Through Tutorial 173 particular size is unnecessary during the normal course of analyzing business performance As you analyze sales results however you may want to view more detailed information Drill through enables you to drill from the summarized and calculated data stored in Essbase Server of your organization into detailed data stored in a relational database The database administrator predefines a data mapping for you from Essbase to the relational source For example the Essbase members East West South and Central might map to a field called Region in a relational database As you navigate through data in the spreadsheet Essbase can detect how the current data maps to the relational source For example suppose you select cell G4 in Figure 167 Figure 167 Example of a Drill Through Sheet
44. Feb Mar Qtr Jan 4 New York 512 amp a7 497 1656 ST G7 547 1656 EZ ESH Massachusetts 573 IGE S78 1532 573 IGE S78 1532 578 6 Florida JIE JEF 373 1070 JIE JEI 373 1070 qog ail Connecticut 321 Rik 298 920 321 I8 298 920 IER 8 New Hampshire IF AI EKA 202 IF AI EKA 202 0 9 East 1 732 1843 1805 5380 1732 1843 1 05 5380 2 080 10 West 2 339 2394 2404 7437 29539 2394 2404 713 2980 11 South 997 1046 1034 3077 997 1046 1034 3077 1 330 12 Central 2 956 3063 3090 9109 2956 3065 3090 9 109 43 550 13 Market 8 024 6346 8333 24703 6024 8346 8333 24703 9 940 14 141 4 gt dU Market drill Market Detail Measures drill Measures dril2 Z 4 WL To access the sample drill through report from Spreadsheet Add in Select any drill through cell for example cell G4 You can also select a continuous range of cells from the same parent in one dimension to display all drill through reports associated with the cells that you select In this example there is only one drill through report attached to the range of cells In order for Integration Server to return a valid drill through report when multiple cells are selected all members selected for multi cell drill through must come from e The same physical table and column in the relational source database e The same member level in the underlying OLAP metaoutline e The same hierarchy A multi cell drill through operation is valid only if all three criteria noted above are me
45. Mar Qtr Sales 5 10 10 25 0 30 350 350 350 1050 12 47 555 560 560 1675 19 89 EER 170 1180 1200 3550 42 16 O 57 3 58 2 58 0 57 8 12 8 12 4 12 2 12 5 6 Close P amp 1 x1s without saving it Essbase Essbase provides a spreadsheet sheet update logging feature that tracks and logs all data updates sent from Spreadsheet Add in to the server The Essbase system administrator enables this feature for extra protection against data loss For more information on spreadsheet update logging see the Oracle Essbase Database Administrator s Guide or contact the Essbase system administrator Updating Data on Essbase Server 161 Database Calculation Sending updated data to the server does not automatically recalculate the database If you have the appropriate security privileges to perform database calculations you can calculate the database from Spreadsheet Add in with the Calculation command For this tutorial you will not actually calculate the Sample Basic database For more information on Essbase calculations see the Oracle Essbase Database Administrator s Guide Caution Do not perform any calculation operations for this tutorial When you select the Essbase Calculation command the Essbase Calculation dialog box is displayed see Figure 157 Figure 157 Essbase Calculation Dialog Box Essbase Calculation Ea Connection Information e Select Calc Script Calculate Cancel Help ikk Stop Calc
46. MaxL Script Editor is an alternative to using a text editor and the MaxL Shell for administering Essbase with MaxL scripts Glossary 217 Max Shell An interface for passing MaxL statements to Essbase Server The MaxL Shell executable file is located in the Essbase bin directory UNIX essmsh Windows essmsh exe MDX multidimensional expression The language that give instructions to OLE DB for OLAP compliant databases as SQL is used for relational databases When you build the OLAPQuery section s Outliner Interactive Reporting Clients translate requests into MDX instructions When you process the query MDX is sent to the database server which returns records that answer your query See also SQL spreadsheet measures Numeric values in an OLAP database cube that are available for analysis Measures are margin cost of goods sold unit sales budget amount and so on See also fact table member A discrete component within a dimension A member identifies and differentiates the organization of similar units For example a time dimension might include such members as Jan Feb and Qtr1 member list A named group system or user defined that references members functions or member lists within a dimension member load In Integration Services the process of adding dimensions and members without data to Essbase outlines member selection report command A type of Report Writer command that selects member ranges based on o
47. Optional ied E EE TEN cee neve 109 Working with Formatted Worksheets sca cid es decade n deen dees bere xconi 111 Preserving Formulas When Retrieving Data tener testes Ho Retrieving a Range of Data ae diag or ee beis ee ees inas seed 119 Retrieving Data by Use a PO 4 cc ae os eee g ee eevds gees betas vence 12 Retrieving Dynamic Calculation Members 0 4 lt 064 00000045 0e00000s4u 85 125 Specifying the Latest Time Period for Dynamic Time Series 04 128 Using Free Porm Reporting to Retrieve Data 2 624 i000s80es4002ese0a00 TM Retrieving Data Using Visual Explorer ccd xcuaciaeeeadd dae smdk beak aadas 140 Using Linked Reporting Objects lt s00ss00as00 ore rer re ree 144 Linking a File to a Data Cell ee iba er ee ee or meas es hoes 145 Linking a Cell Note toa Data Cell aes geese ees ns edeeyenceoeeweeeinevaaqe AS Lames URL toa Data Cel ca co pare ees ea eedwel aes sede seuws cans auw as 149 Accessing and Editing Linked Reporting Objects Tee Sraa TE TE TEE 151 Connecting to Multiple Databases Optional 4 26000s0se0esecccacss 156 Ways to View Active Database Connections PRR R AR eR RR 157 Access Methods for Linked Partitions eee ee er ee me 199 Updating Data on Essbase Server er bank arai sae Se eee He Awe Rear se 159 Dare Caula oo 0 ods oa eee eed a aa seen aenes I Cr ating Multiple Worksheets rom aie 6 cco Soke sone
48. Pivoting a Row Group to a Column Group 1 Year Market 2 Actual Budget Variance Variance 3 100 Profit 30468 41940 11472 27 35336195 4 Inventory 29446 31590 2142 6 780626781 5 Ratios 67 27208145 57 6240049 0 551123447 0 609335377 6 Measures 30468 41940 11472 27 35336195 z 200 Profit 27954 35950 7996 22 24200278 8 Inventory 33000 31090 1910 6 143454487 9 Ratios 65 53966595 57 46674162 1 927075664 3 353375551 10 Measures 27954 35950 7996 22 24200278 11 300 Profit 25799 29360 3561 12 12874659 12 Inventory 28065 27140 1725 6 355932203 13 Ratios 54 23795671 57 13950467 2 9015468161 5 078007182 14 Measures 25799 29360 3561 12 12874659 6 As another example in cell C2 select Actual 7 Right click and drag Actual to product 100 in cell A3 Pivoting Retaining and Suppressing Data 43 As Figure 26 shows the member label box is displayed under the cursor during the pivot operation and it displays the names of the members that you are pivoting The orientation of the member label box however does not determine the orientation of the pivot result Essbase determines the data orientation by the location of the destination cell Figure 26 Pivoting a Column Group to a Row Group Year Market Actual Budget Variance Variance 11472 27 35396195 nventary SEPIE J0 2142 6 780626781 Ratios 67 27206145 57 6240049 0 351123447 0 609335377 Measures 30468 41940 11472 27 35336195 200 Profit 279
49. R S T U V W X Z filters in drill through reports 202 operators 200 saving in drill through reports 202 Find Member dialog box 84 finding members 82 84 FlashBack command 34 FlashBack icon 21 font formats 57 style list 57 Font dialog box 57 forced logouts 91 formatted sheets pivoting in 114 retrieving data into 111 formatting data cells linked objects 147 158 read only 60 read write 60 dimension members 59 displaying aliases 63 displaying aliases and names 64 Dynamic Calculation members 126 enabling styles 58 linked object cells 147 158 options for cascaded sheets 165 parent members 56 repeating member labels 65 spreadsheets 55 text and cell styles 61 Formula Fill option 116 118 Formula Preservation mode Formula Fill 116 pivoting in 114 restrictions with 114 116 Retain on Keep and Remove Only 116 Retain on Retrieval 113 116 formulas EssCell 122 expanding when drilling 117 in cells 111 116 preservation effects on other operations 116 enabling 113 116 restrictions with 114 Index 233 A B C D E F GH I K L free form reporting entering generation and level names in 138 in Advanced Interpretation mode 132 in Free Form mode 134 retrieving data 131 Free Form retrieval mode 134 Free Form retrieval mode guidelines 134 functions See macro functions G generations defined 15 entering names in spreadsheet 138 Global page Essbase Options dialog box 23 H Help bu
50. Server applications on Essbase servers or databases within Essbase server applications See also persistence score The level at which targets are achieved usually expressed as a percentage of the target scorecard Business object that represents the progress ofan employee strategy element or accountability element toward goals Scorecards ascertain this progress based on data collected for each measure and child scorecard added to the scorecard scraping An inspection of a data source to derive the most basic metadata elements from it Contrast with introspection Search gadget Searches the Reporting and Analysis repository The Search gadget looks for a match in the document keywords and description which are set when you import a document secondary measure A low priority measure less important than primary measures Secondary measures do not have Performance reports but can be used on scorecards and to create dimension measure templates security agent A Web access management provider for example Netegrity SiteMinder that protects corporate Web resources security platform A framework enabling EPM System products to use external authentication and single sign on serial calculation The default calculation setting Divides a calculation pass into tasks and calculates one task at a time services Resources that enable business items to be retrieved changed added or deleted Examples Authorization and Authentica
51. are using for this tutorial repeating member labels is probably not necessary because the database is relatively small This feature is particularly helpful for keeping track of member labels when scrolling through large worksheets Figure 52 Result of Repeating Member Labels East 2747 West 1042 South 1051 Central 2208 Market 7048 East 562 West 2325 South 1465 Central 2369 Market 6721 East 591 West 2363 South 561 Central 2414 66 Basic Tutorial You may notice that even if you clear the Repeat Member Labels option in the Essbase Options dialog box Essbase retains the repeated member labels in the worksheet view To remove the repeated labels you need to perform one of these tasks e Clear the option and open a new worksheet e Clear the option and pivot the row group to a column group and then pivot it back to a row group or the reverse from a column group to a row group and back e Select Essbase then FlashBack and clear the option Before returning to the tutorial complete these actions a Select Essbase then Options and select Display b In Cells clear the Repeat Member Labels and click OK c Select File then Close to close the worksheet You do not need to save the worksheet Working with Duplicate Member Names An Essbase database may contain duplicate member names Users can view the qualified name of a member either directly on a worksheet or by using the Comment functionality of Excel The qua
52. describes the drill through results that are provided e The Market Detail drill worksheet displays the results for Market Detail when you run a drill through report on cell G4 without customizing the report e The Measures Detail drilll worksheet displays the results for Measures Detail when you run a drill through report on cell C4 without customizing the report e The Measures Detail drill2 worksheet displays the results for Measures Detail when you run a drill through report on cell G6 without customizing the report e The Product Detail drill worksheet displays the results for Product Detail when you run a drill through report on cell D5 Accessing Drill Through Reports from the Spreadsheet Using Spreadsheet Add in you can access detail level drill through reports that are based on the member intersections of Essbase data cells in the sheet Each drill through report has been predefined by an administrator at your organization that is each drill through report is already set up to retrieve specific columns from the relational source and to sort and filter data in these columns in specific ways Using the Drill Through Wizard you can customize these predefined drill through reports to retrieve only the data that you want displayed in a specific way To access the predefined drill through report double click a drill through cell in the spreadsheet or select a range of cells and select Essbase gt Linked Objects You can set style
53. discussed in this chapter e Filtering Data on page 100 e Sorting Data on page 104 e Retrieving Data into Asymmetric Reports on page 107 e Drilling Down to a Sample of Members Optional on page 109 e Working with Formatted Worksheets on page 111 e Preserving Formulas When Retrieving Data on page 116 e Retrieving a Range of Data on page 119 e Retrieving Data by Using a Function on page 122 e Retrieving Dynamic Calculation Members on page 125 Performing Advanced Retrieval Tasks 99 100 e Specifying the Latest Time Period for Dynamic Time Series on page 128 e Using Free Form Reporting to Retrieve Data on page 131 e Retrieving Data Using Visual Explorer on page 140 Remember that you can perform common data retrieval tasks in any of these ways e Selecting commands from the Essbase menu on the spreadsheet application menu bar e Clicking the appropriate icons on the Essbase toolbar e Double clicking the primary or the right mouse button in the appropriate cell for Retrieve Zoom In and Zoom Out commands only and the Linked Objects command if you have enabled that option Filtering Data Despite the ease and speed with which you can navigate through large Essbase databases it is not practical to use the capabilities of the spreadsheet application to filter and sort very large databases however Essbase includes powerful data filtering and sorting capabilit
54. e Help Change Password Application D atabase Basic East x FR Ekk Interntl Sample chgrate S amppart Company Source Basic Basic Select Sample Basic and click OK If the application is not already running Essbase automatically starts it There may be a brief pause as the application loads the time required to start an application depends on the number of databases the sizes of the databases and the sizes of the indexes of the databases that are contained within the applications Setting Essbase Options Before you begin the tutorial make sure that the worksheet options are set to the initial settings shown in the Figure 80 through Figure 83 Note For more information on Essbase options see Oracle Essbase Spreadsheet Add in Online Help To set Essbase display options Select Essbase then Options In Essbase Options select Display Select display options to match those shown in Figure 80 About the Advanced Tutorial 95 Figure 80 Initial Settings for Display Options Essbase Options es on sheet s Lomment 4 Select Zoom 5 Select options to match those shown in Figure 81 96 Advanced Tutorial Figure 81 Initial Settings for Zoom Options Essbase Options 9 2 2 9 9 CAIS m 6 Select Mode 7 Select options to match those shown in Figure 82 About the Advanced Tutorial 97 Figure 82 Initial Settings for Mode Opti
55. e Application designer Sets up the Essbase database creates the database outline and develops calculation and report scripts The responsibilities of the Essbase system administrator and the application designer may overlap in some areas The application designer has probably developed spreadsheet or database applications and understands the operational problems and the tools being employed to solve them e User lInteracts with Essbase databases through spreadsheets using Microsoft Office Excel Excel Users are typically analysts and managers who use spreadsheet programs as their primary tool for viewing and analyzing data Components of the Client Server Environment 8 Client server computing refers to the architecture in which individual computers are connected to a powerful server by means of a local area network LAN The computer acts as a client by requesting data from the server The server processes the request and returns the desired result to the client Essbase is built as a client server system System performance and multiuser capabilities are greatly enhanced in the Essbase client server environment Essbase Server Essbase Server is a multidimensional database that supports analysis of an unlimited number of data dimensions and an unlimited number of members within these dimensions developed using a true client server architecture All data the database outline the calculations and the data security controls reside
56. make a port available on the server for other Spreadsheet Add in users To disconnect from the server 1 Select Essbase then Disconnect The Essbase Disconnect dialog box is displayed from which you can disconnect any spreadsheet that is connected to a database see Figure 201 Figure 201 Essbase Disconnect Dialog Box Essbase Disconnect Ea Sheet Server Application gt Database fessdt wlsIMarket Detail isaat ZES Disconnect essdt xls Measures Detail Isqal EIS Close Help Oracle Essbase may return an error message when you attempt to disconnect after using drill through If an error message is returned select Essbase then Retrieve from the sheet and then disconnect 2 Select a sheet name from the list and click Disconnect Repeat step 2 until you have disconnected from all active sheets Click Close to close Essbase Disconnect Note You can also disconnect from the server by closing the spreadsheet application An abnormal shutdown ofa Oracle Essbase Spreadsheet Add in session such as a power loss or system failure does not disconnect your server connection 204 Drill Through Tutorial Glossary See bang character MISSING See missing data MISSING access permissions A set of operations that a user can perform on a resource accessor Input and output data specifications for data mining algorithms account blocking The process by which accounts accept input d
57. on Qtr1 Essbase retrieves data for Jan Feb and Mar as well as for Qtr1 When this option is disabled Essbase retrieves data only for Jan Feb and Mar Qtr1 is eliminated For more information on the Zoom In and Member Retention option groups see Oracle Essbase Spreadsheet Add in Online Help In Zoom In select All Levels and click OK to save the setting In cell A3 drill down double click on Market In cell C2 drill down double click on Scenario Essbase retrieves all members of Market and Scenario see Figure 22 For the Market dimension Essbase drilled down two levels to get to the bottom most members which are individual states The Scenario dimension contains only one member level so the members of Scenario would also be retrieved if you selected Next Level in the Zoom In option group won pe y Figure 22 Result of Drilling Down to All Member Levels Measures Product Actual Budget Variance Variance Scenario New York tri 1656 2000 344 17 2 1656 Otr2 2363 2610 247 9 46360153 2363 tra 1943 2290 347 15 1528384 1943 Otr4 2240 2320 80 3 44827586 2240 Year 8202 9220 1018 11 0412148 8202 Massachusetts tri 1532 1690 158 9 34911243 1532 tre 1750 1900 150 7 89473684 1750 Otrs 1936 2100 164 7 80952381 1936 Gtr 1494 1610 116 7 20496894 1494 Year 6712 7300 588 8 054 79452 6712 Select Essbase then Options and select Zoom Return Zoom In to Next Level If you want to drill up on only one quar
58. on page 167 e Connecting to the Sample Currency Databases on page 168 e Performing Ad Hoc Currency Reporting on page 170 Retrieving Currency Conversion Data This topic focuses on basic currency conversion concepts including the Currency Report command A currency conversion application consists of two databases e A main database that contains data in local and converted values Working with Currency Conversions 167 e Acurrency rates database that contains exchange rates Apply exchange rates from the currency rates database to local values from the main database to derive converted values The Essbase Server product installation includes a sample currency conversion application installation options that consists of two sample databases a main database called Interntl and a currency rates database called Xchgrate The Sample Interntl database consists of five dimensions Year Measures Product Market and Scenario All but the Market and Scenario dimensions are identical to the Sample Basic database The Market dimension includes Toronto Vancouver Montreal Germany Sweden Switzerland and the UK The Scenario dimension handles different currency types such as Actual and Budget in both local and converted currencies In this database all local currencies are converted to the common currency of U S dollars The Sample Xchgrate database which is a subset of the main database contains four dimensions e The Cur
59. on the Essbase Server Introduction to Essbase Spreadsheet Add in Oracle Essbase Spreadsheet Add in is a software program that merges seamlessly with Excel After Essbase is installed a special menu is added to the spreadsheet application The menu provides enhanced commands such as Connect Pivot Drill down and Calculate Users can access and analyze data on Essbase Server by using simple mouse clicks and drag and drop operations Spreadsheet Add in enables multiple users to access and to update data on Essbase Server simultaneously The Network Essbase runs on computer based local area networks LANs that support the TCP IP protocol Note Supported network environments and technical requirements are discussed in detail in the Oracle Hyperion Enterprise Performance Management System Installation Start Here Essbase Application Products Several optional products designed to extend and enhance the scope of OLAP applications can be implemented using Essbase Spreadsheet Toolkit Oracle s Hyperion Essbase Spreadsheet Toolkit includes over 20 macro and Visual Basic for Applications VBA functions that enable you to build customized Excel applications The applications incorporate Essbase commands such as EssCascade EssConnect and EssDisconnect that provide all the functionality of their corresponding Essbase menu commands See Oracle Essbase Spreadsheet Add in Online Help Essbase Partitioning Option Essbase Partit
60. over a specific row dimension group For example you can sort by Product or by Market Figure 88 Data Sorting Panel 2 Oracle Essbase Query Designer 21x Use this data sort panel to sort rows in n PH 400 All De ascending or Ree order based on Pam column data values a Year 1 Select a dimension from the Oy Gtr Dimension being sorted drop Oy Gtr2 down list box OF Otr Double click in Column used for Oy tr sort to create a sort rule s d Scenario OF Actual Dimension being sorted i a Budget Product Available Dimensior Caffeinated B EIR Ordering Column used for sort Pkg Type Base double click to create a new sort rule Population Bas Intro Date Bast 54 Attribute Calcul w Data Filtering Top 30 Otri Actual lt 500 OR Otri Actual lt G AND Gtr1 Actual is BD ata Sorting Double click on double click to create a new sort rule The selection defaults to Qtr1 Actual The sort order defaults to Ascending in the Ordering list box Click Ascending A down arrow is displayed next to Ascending Click the down arrow next to Ascending Descending is displayed below Ascending in the properties panel see Figure 89 In Ordering select Descending Performing Advanced Retrieval Tasks 105 Figure 89 Specifying Data Sorting Order Oracle Essbase Query Designer BE Use this data sort panel to sort rows in H 400 All Desce
61. page 20 Using the Essbase Toolbar Spreadsheet Add in features a convenient toolbar that displays icons for accessing most of the common Essbase commands without having to open the Essbase menu You can view a description of an icon on the toolbar by moving your cursor over the icon Note Before you can view the Essbase toolbar you must install it See Installing the Essbase Toolbar for Excel on page 19 Table 1 lists the icons on the toolbar To view the Essbase toolbar from the Excel menu bar select View then Toolbars then Essbase A check box must be displayed next to Essbase in the menu Note If you select the Essbase option and click Delete you must reinstall the toolbar See Installing the Essbase Toolbar for Excel on page 19 for instructions Table 1 Essbase Toolbar Icons Icon Purpose Description e Connect Enables you to connect to an instance of Essbase Server Click the Connect icon on the toolbar to display the Essbase System Login dialog box fhe Navigate with or without data Toggles the Navigate Without Data feature which tells Essbase to retrieve a or not to retrieve data when you perform navigational operations such as pivot drill down drill up Keep only and remove only This icon serves the same function as the Navigate Without Data option in the Essbase Options dialog box Global page ot Retrieve Retrieves data into the active worksheet A retrieve request places d
62. relational data source 192 on to Essbase See connecting on to Integration Server 192 logging data updates from spreadsheet 161 logical operators 86 logouts forced or auto 91 M macro functions EssCell 122 Spreadsheet Toolkit 9 22 manual calculation mode 125 Member Information dialog box 83 A B C D E F G H I member names aliases for 63 alternate See aliases applying styles 56 displaying with aliases 64 entering in spreadsheet 131 134 formatted sheets 111 indenting 15 repeating 65 with EssCell function 123 Member Preview dialog box 87 Member Retention option 40 Member Selection command 83 Member Selection dialog box 83 Member Selection icon 21 Member Selection Preview dialog box 74 Member Selection with Query Designer 71 members adding 71 aliases for 63 ancestors 14 applying styles 56 59 children 14 collapsing 38 defined 14 deleting 48 descendants 14 deselecting 89 drilling down on 36 drilling up on 38 Dynamic Calculation 125 Dynamic Time Series 128 finding 82 84 generations 15 levels 15 names See member names parents 14 retaining 46 selecting 72 82 siblings 14 menu Essbase 19 messages Essbase database calculation status 162 display options 115 EssCell 125 unknown member 113 metadata sampling 109 110 MNO P Q R S T U V W X Z missing values suppressing 53 disabled 116 in cascaded sheets 166 option un
63. style is displayed in the Sample box see Figure 183 Figure 183 Sample Style for Drill Through Data Cells Essbase Options Iv EG Child Shared E Ear Measures Product fn GelliBarder Linked Objects py IV Geren ver Drill Through 7 In Essbase Options select Display and under Cells select Use Styles see Figure 184 190 Drill Through Tutorial Figure 184 Setting the Use Styles Option Essbase options x Display Zoom Mode Style Global Indentation gt r Replacement C None HiMissing Labe fO Subitems No Access Label Po Totals Aliases pias V Use Aliases J Missing Rows Use Both Member Names and Aliases for row I Zero Rows dimensions I Underscore Characters Alias Defaut Cells r Duplicate Members IV Use Styles F Show Qualified Member Names on Sheet IV Adjust Columns F Show Qualified Member Names as Comment J Auto Sort Rows m Query Designer IV Repeat Member Labels J Use Sheet Options with Query Designer r Dynamic Time Series I Latest Time Period Juan f Cancel Help 8 Click OK to close Essbase Options 9 Select Essbase then Retrieve to display the new style in the spreadsheet In this example the sample drill through report is associated with every member intersection at the state level in the East region so that all data cells associated with an Eastern state and children of Cola are now d
64. that have the Can attribute Figure 18 displays the results Figure 18 Result of Drilling Down on an Attribute Member F Scenario Measures Market Cola 22007 Diet Cola 5708 Diet Cream 11093 About Drilling Down on Level 0 Attribute Members The following description is of the general behavior of Spreadsheet Add in when you drill down on a level 0 attribute member e Ifthe level 0 attribute member is in a column a drill down pivots the attribute to the innermost row of the worksheet e Ifthe level 0 attribute member is in a row a drill down does not change the position of the attribute in the worksheet e Adrill down ona level 0 attribute member displays the associated base members to the right of the level 0 attribute e Ifthere is more than one level 0 attribute member in a worksheet a drill down on one attribute displays other attributes to the left of the level 0 attribute member Level 0 attribute members in columns pivot to rows and level 0 attribute members already in rows remain in rows e A drill down on non level 0 attribute members is the same as the current drill down behavior for other types of members The drill down behavior for non level 0 attribute members is the same as the current drill down behavior for other types of members See Oracle Essbase Spreadsheet Add in Online Help for examples of drilling down on level 0 attribute members For more information on attributes see Oracle
65. the Product dimension The name is already defined in the Sample Basic database Figure 131 Entering a Generation Name in a Free Form Report Sales Budget West Year 6 Select Essbase then Retrieve Essbase retrieves data for the member and generation names that you entered The Family generation name expands to its individual members The result is shown in Figure 132 Figure 132 Result of Free Form Retrieval with Generation Name 1 Sales Budget Vest Year 2 Colas 34830 3 Root Beer 31810 4 Cream Soda 30480 5 Fruit Soda 22730 6 Diet Drinks 35690 7 7 Change Year to a level name Lev0 Year as shown in Figure 133 Figure 133 Entering a Level Name in a Free Form Report Sales West Colas 34830 Root Beer 31810 Cream Soda 30480 Fruit Soda 22730 Diet Drinks 35690 Budget Performing Advanced Retrieval Tasks 139 Note Do not insert a space between the comma after 0 and the word Year Generation and level names that are entered directly into a worksheet must be precise 8 Select Essbase then Retrieve As shown in Figure 134 Essbase retrieves data for the level 0 members of the Year dimension which are the individual months Jan Feb Mar and so forth Figure 134 Result of Free Form Retrieval with Level Name 1 Sales Budget West 2 Jan Colas 2860 3 Root Beer 2540 4 Cream Soda 2220 5 Fruit Soda 1840 6 Diet Drinks 2810 7 Feb Colas 2820 8 Root Beer 2560 9 Cream
66. the top of the worksheet EssCell function in Excel is defined in a cell as follows In Excel mbrList is one of these factors A null value If the parameters of the function are empty Essbase returns the data value from the top of each dimension A comma delimited list of member names Member names must be enclosed in double quotation marks with only one member per dimension allowed If you list no members from a particular dimension the function returns the data value from the top member of the unspecified dimension Furthermore you can include aliases in the member list subject to the same rules as member names Aworksheet cell reference The reference must point to a cell that contains a valid member name Member names such as 200 and 300 10 need to be formatted as text cells rather than numeric cells For example the syntax for the EssCell function in cell B16 in the Summary x1s file for Excel is as follows EssCell Sales Al A2 B4 F5 When you open the worksheet the values in these cells are N A To update the values with the data in your database you must perform a retrieval from Essbase 3 Select Essbase then Retrieve Essbase calculates the EssCell functions in cells B16 and B17 Performing Advanced Retrieval Tasks 123 Figure 108 Retrieval on a Worksheet Containing the EssCell Function Budget Qtr Qtr2 Qtr3 Qtr4 Year Sales 1460 1560 1630 1320 5970 COGS 560 590 630 500 2280 Marg
67. the worksheet without retrieving data Select Essbase then Navigate Without Data Essbase displays a check mark next to the menu item You can also disable Navigate Without Data by clearing the appropriate option in the Global page of the Essbase Options dialog box or by clicking the Navigate Without Data icon on the Essbase toolbar In cell D2 double click the secondary mouse button to drill up on Qtr2 Essbase shows the collapsed Year dimension but withholds retrieving any data that is changed as a result of drilling up The cells where data would usually be displayed are blank The result is shown in Figure 35 Pivoting Retaining and Suppressing Data 49 Figure 35 Result of Zooming Out Navigate Without Data Enabled 1 Market 2 Year 3 100 Profit Actual 4 Budget 5 Inventory Actual 6 Budget Z 200 Profit Actual 8 Budget 9 Inventory Actual 10 Budget 11 300 Profit Actual 12 Budget 13 Inventory Actual 14 Budget 3 In cell D2 drill down double click on Year by pressing and holding down the Alt key Essbase drills down without retrieving data 4 In cell C3 select Actual and select Essbase then Pivot Essbase executes the pivot but does not retrieve data The result is shown in Figure 36 Note You get the same result by pivoting any of the other Scenario members Figure 36 Result of Pivoting Navigate Without Data Enabled 1 Market 2 Actual Budget 3 Qtr Qtr2 Qtr3 Qtr4 Year Qtri Qtr O
68. to that dimension intersection A unit of data representing the intersection of dimensions in a multidimensional database also a worksheet cell intrastage assignment Assignments in the financial flow that are assigned to objects within the same stage introspection A deep inspection of a data source to discover hierarchies based on the inherent relationships in the database Contrast with scraping Investigation See drill through isolation level An Essbase Kernel setting that determines the lock and commit behavior of database operations Choices are committed access and uncommitted access iteration A pass of the budget or planning cycle in which the same version of data is revised and promoted Java Database Connectivity JDBC A client server communication protocol used by Java based clients and relational databases The JDBC interface provides a call level API for SQL based database access Glossary 215 job output Files or reports produced from running a job jobs Documents with special properties that can be launched to generate output A job can contain Interactive Reporting SQR Production Reporting or generic documents join A link between two relational database tables or topics based on common content in a column or row A join typically occurs between identical or similar items within different tables or topics For example a record in the Customer table is joined to a record in the Orders table bec
69. tools for keeping track of data in Spreadsheet Add in Applying styles however involves additional processing time during a retrieval request This additional processing has a slight impact on the speed of Essbase retrievals If you do not want to apply styles to the worksheet view you can clear them You can also turn off styles so that they are not displayed when you refresh the view by selecting Essbase then Retrieve for example So that the worksheet matches the illustrations presented in these tasks do not remove styles if you are going through the tutorial If styles are applied to the worksheet and you execute the FlashBack command these styles are temporarily removed from the current view The styles are reapplied whenever you initiate a retrieval Note These tasks are optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial To remove all styles from a worksheet Select all cells in the worksheet From the Excel menu bar select Edit then Clear then Formats To turn off styles Select Essbase then Options and select Display In Cells clear Use Styles and click OK Note If you turn styles off without clearing them from the worksheet the styles remain in the current worksheet view when you refresh the view The styles remain to avoid removing any styles that you may apply to individual cells using native worksheet formatting options Displaying Al
70. unit level such as Not Started First Pass Submitted Approved and Published Risk Free Rate The rate of return expected from safer investments such as long term U S government securities role The means by which access permissions are granted to users and groups for resources roll up See consolidation root member The highest member in a dimension branch RSC services Services that are configured with Remote Service Configurator including Repository Service Service Broker Name Service Event Service and Job Service runtime prompt A variable that users enter or select before a business rule is run sampling The process of selecting a representative portion of an entity to determine the entity s characteristics See also metadata sampling saved assumptions User defined Planning assumptions that drive key business calculations for example the cost per square foot of office floor space scaling Scaling determines the display of values in whole numbers tens hundreds thousands millions and so on scenario A dimension for classifying data for example Actuals Budget Forecast1 and Forecast2 scope The area of data encompassed by any Essbase operation or setting for example the area of data affected by a security setting Most commonly scope refers to three levels of granularity where higher levels encompass lower levels From highest to lowest these levels are as follows the entire system Essbase
71. 11 12 Note For a list of other possible Dynamic Time Series members see Oracle Essbase Spreadsheet Add in Online Help Select Essbase then Options and select Display In Dynamic Time Series select Latest Time Period and select May see Figure 113 Figure 113 Specifying Latest Time Period in a Dynamic Time Series Essbase Options oe xj Display Zoom Mode Style Global Indentation gt r Replacement C None Missing Label N A Subitems No Access Label Totals Aliases Suppress IV Use Aliases J Missing Rows r Use Both Member Names and Aliases for row I Zero Rows dimensions I Underscore Characters Alias Default Cells m Duplicate Members I Use Styles Show Qualified Member Names on Sheet Adjust Columns Show Gualified Member Names as Comment F Auto Sort Rows m Query Designer I Repeat Member Labels Use Sheet Options with Query Designer r Dynamic Time Series Latest Time Period Cancel Help Note Ifyou do not specify a latest time period Essbase uses the first level 0 member Jan as the default Click OK Select Essbase then Retrieve Note The Retrieve amp Lock Zoom In and Zoom Out commands are not supported with Dynamic Time Series members Essbase displays data for the Q T D member see Figure 114 The data values in the worksheet are the aggregated values for April and May because May
72. 180 843 1080 928 1180 915 1170 793 1060 457 620 500 610 556 690 567 730 77 g0 87 90 130 140 205 20 I WZ If you wanted to delete all data restrictions select the Data Filtering icon in the navigation panel right click and select Delete All Data Restrictions Alternatively select any data restriction in the Data Restriction box right click and select Delete All Data Restrictions To delete a particular data restriction select the data restriction in the query outline right click and select Delete Data Restriction Alternatively select the data restriction in the Data Restriction box right click and select Delete Data Restriction Sorting Data In the data sort panel you can sort the output from the Basicl query in ascending or descending order gt To sort the query 1 From the navigation panel select the Data Sorting icon As shown in Figure 88 the data sorting settings are displayed in the properties panel You can specify data sorting criteria that affect the order in which the selected rows are retrieved in the data sorting panel 104 Advanced Tutorial The data sorting panel contains these options e Dimension being sorted Lists the dimensions specified in row format in the query e Column used for sort Specifies one or more dimensions to be specified in column format in the query e Ordering Specifies an ascending or descending sort order for the selected column You can specify sorting to occur
73. 229 14 0961 24161 2339 2980 641 21 5101 2339 2394 2990 596 19 9331 2394 2404 2990 566 19 5967 2404 7137 8960 1823 20 346 7137 Applying Styles to Data Cells Optional You can apply styles to data cells such as read only cells read write cells linked object cells and Integration Server drill through cells to distinguish them from other cells in the worksheet The Sample Basic database that you are using for this tutorial does not contain data cells with any of these characteristics In Chapter 3 Advanced Tutorial you attach a linked reporting object to a data cell and apply a style to the cell BwoOND PB y oN O Oo Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial To apply styles to data cells Select Essbase then Options and select Style In Data Cells select Linked Objects Integration Server Drill Through Read Only or Read Write Click Format In Font specify the font font size font style color and effects and click OK An example of the selected style is displayed in the Sample box Data Cells Linked Objects saree Integration Server Drill Through Linked Objects I Read Only Repeat step 2 through step 4 to set styles for other data cells Select Display and select Use Styles to apply styles to the worksheet Click OK to close Essbase Options Select Essbase then Retrieve to d
74. 32870 8 Atra 27912 33980 9 Qtr4 25800 31950 10 Year 105522 129380 11 Before moving on with the tutorial complete each of these tasks Select Essbase then Options and select Mode b Clear all Formula Preservation options c Select File then Close to close the worksheet You do not need to save the worksheet Retrieving a Range of Data In a typical worksheet you can select a range of cells by dragging the mouse across the worksheet You can also select a range of cells and tell Essbase to restrict the data retrieval to the selected range in the worksheet Retrieving a range of data is particularly useful in these situations e A worksheet contains multiple reports e A worksheet contains extraneous information that is not supported in a formatted report retrieval e You need to retrieve only a small subset of values from the server thus dramatically decreasing retrieval time for large datasets e You need to retrieve data to an area of the worksheet other than the first column As part of the default Essbase installation the Profit x1s sample file illustrates how to retrieve a range of data To view Profit xls Select File then Open From HYPERTON_HOME products Essbase EssbaseClient client sample open Profit xls Performing Advanced Retrieval Tasks 119 Note Depending on how software is installed on your computer the file may not be available or may be located in a different directory Contact the Ess
75. 4 5 Caffeine Free Cola 93 101 107 6 Colas 2105 2061 2126 7 Old Fashioned 647 668 672 8 Diet Root Beer 310 310 312 9 Sasparilla Missing vissing Missing 10 Birch Beer 896 986 923 11 Root Beer 1853 1966 1907 12 Dark Cream 999 1012 1026 Note When Essbase completes the retrieval the report script command is overwritten by the data it returns You can use FlashBack to restore the previous view in Free Form mode 5 Select File then Close to close the worksheet You do not need to save the worksheet Using Attributes in Free Form Reporting Essbase enables you to retrieve data selectively by specifying attributes that are associated with a base dimension For example in the Sample Basic database the Product base dimension is associated with attributes such as packaging and size You can enter an attribute name into the worksheet to retrieve data that is associated with that attribute gt To use attributes in a free form report 1 Select File then New or click ol to open a new worksheet 2 Enter member names as shown in the Figure 126 136 Advanced Tutorial 4 5 Figure 126 Using Attributes in Free Form Reports 1 Caffeinated Bottle Profit Qtr1 East Caffeinated is an attribute dimension associated with the Product base dimension Bottle is a level 0 member of the Pkg_Type attribute dimension The Pkg_Type dimension is associated with the Product base dimension A level 0 member is the lowest level member i
76. 4 Qtri Qtr2 Qtr3 Qtr4 5 East Colas 6292 __ 6760 7300 5570 6 Root Beer 5726 5650 5600 5780 7 Fruit Soda 3735 4150 4350 3850 8 9 West Root Beer 6278 7970 6320 7820 0 Cream Soda 6043 7720 8300 7570 1 5 Select Essbase then Linked Objects The Linked Objects Browser dialog box is displayed see Figure 138 Using Linked Reporting Objects 145 Figure 138 Linking a File Linked Objects Browser Aspen Sample Basic x u2 Sales Colas EastBudget Qbiect Type Object Description FileName Created By Last Modified T 6 In Linked Objects Browser click Attach The Attach Linked Object dialog box is displayed 7 Under Attachment Type select File see Figure 139 Figure 139 Linking a File to a Data Cell Attach Linked Object 8 Click Browse next to File Name The Browse Files dialog box is displayed 9 From the HYPERION_HOME products Essbase EssbaseClient client sample select Budasmp txt 10 Click Open 11 Under File Description enter a brief description for the file as indicated in Figure 140 146 Advanced Tutorial 12 13 oN Ooanr wner VY Figure 140 Selecting and Describing a File to Link Member Combination far2 s ales Colas E ast Budget Attachment Type C Cell note Cancel Help File Name c SESSBASESCLIENTSSAMPLE Budasmp txt Browse File Description rik Budgetary assumption report a Note Entering text in the File Description text bo
77. 480 8 200 562 610 960 1070 9 Product 5380 6499 6500 7550 10 West 100 10 1047 1189 1720 1900 11 100 20 67 177 320 200 12 100 30 62 163 310 30 13 100 1042 849 2350 2130 14 200 2325 2423 2570 2720 15 Product 7137 7515 8960 9290 16 South 100 10 745 835 1160 1260 17 100 20 306 363 570 660 18 100 1051 1198 1730 1940 19 200 1465 1540 1640 1700 20 Product 3077 3267 480 4410 21 Central 100 10 643 928 1080 1160 7 Select File then Close to close the worksheet You do not need to save the worksheet After you enable the Suppress Missing Rows feature in the Essbase Options dialog box any missing values suppressed during a data retrieval are not retrieved again by disabling the feature If you disable the feature in the Essbase Options dialog box missing values are retrieved from only that point on For example in this tutorial task Essbase could not go back and return the missing values for product 100 30 To return these missing values to the worksheet you disable the Suppress Missing Rows feature drill up on a Product member and then drill down again You can also suppress zeros and underscore characters as described in this tutorial task by clicking the appropriate options in the Suppress option group in the Essbase Options dialog box Display page In addition to suppressing specific values and characters during retrieval Essbase enables you to define a label for missing values Missing or for data to which you do not h
78. 510 561 810 529 770 591 840 669 930 306 570 363 660 281 570 247 550 Central 2414 2770 2579 2930 2648 2980 2450 2690 2369 3310 2457 3350 2451 3470 2271 4130 1050 1030 1155 1120 1220 1150 970 890 991 910 1075 1020 1073 1010 1070 890 908 1130 1045 1320 1089 1340 589 1180 E ees AL 7 You can further filter the data output by specifying data comparison operations in the Data Restrictions list box 11 In the navigation panel select Data Filtering The data filters that you specified are displayed in the properties panel 12 In Data Restrictions double click The data restriction settings are displayed in the properties panel 13 Select A value of and enter 500 in value Observe that the is option in Data is changed to 14 Click the down arrow of Data and select lt 15 Click the down arrow of Column used for filter and select Qtr1 Actual 16 In the navigation panel select Data Filtering right click and select Apply Query Notice that the query results now reflect only Actual and Budget data that are less than or equal to 500 102 Advanced Tutorial 17 18 19 20 21 22 23 24 25 26 27 28 29 In the navigation panel select Data Filtering to display the data filter setting in the properties panel In Data Restrictions select Qtr1 Actual lt 500 right click and select New Data Restriction In Data click the down arrow and select lt Select the data values in and select Qtr2 Actual Un
79. 54 35950 7996 22 24200278 Inventory 33000 31090 1910 6 143454487 Ratios 55 53966595 57 46674162 1 927075664 3 353375551 Measures 27954 35950 7996 22 24200278 300 Profit 25799 29360 3561 12 12874659 Inventory 28865 27140 1725 6 355932203 Ratios 54 23795671 57 13950487 2 901548161 5 078007182 Measures 25799 29360 3561 12 12874659 Figure 27 shows the result of Essbase pivoting the Scenario members Actual Budget Variance and Variance from a column group to a row group that is displayed to the left of the Product members Figure 27 Result of Pivoting a Column Group to a Row Group Year Market 100 Profit 30468 Inventory 29446 Ratios 57 27288145 Measures 30468 200 Profit 27954 Inventory 33000 Ratios 55 53966595 Measures 27954 300 Profit 25799 Inventory 20065 Ratios 542379567 1 Measures 25799 400 Profit 21301 To transpose the order of row groups 1 In cell A2 select Actual 2 Right click and drag Actual to Profit in cell C2 44 Basic Tutorial Figure 28 shows the spreadsheet before the pivot operation Figure 28 Pivoting the Order of Row Groups 1 Year Market Acua h10 3 Inventory gga 4 Ratios 5727288145 5 Measures 30468 6 200 Profit 27954 fy Inventory 33000 8 Ratios 5 53966595 9 Measures 27954 10 300 Profit 25799 11 Inventory 28865 12 Ratios 4 2379567 1 13 Measures 25799 14 400 Profit 21301 15 Inventory 26092 16 Ratios 3 59966758 The pivot changes th
80. 550 42 16 2740 2820 2860 8420 100 00 1570 1640 1660 4870 57 84 1060 1120 1130 3310 39 31 Ratio Analysis 17 Markup 57 3 58 2 58 0 57 6 18 Marketing 10 9 11 0 11 2 11 0 10 Close the file without saving it Note The section on Preserving Formulas When Retrieving Data on page 116 provides additional tutorial tasks that show you how to take advantage of all the Formula Preservation options Pivoting Data on Formatted Worksheets Using the Pivot command you can produce ad hoc reports in both formatted and unformatted worksheets A formatted worksheet however may contain labels and formulas that make the result of a pivot operation ambiguous The pivot is designed to compress and retain only the database elements represented in the worksheet The worksheet also retains labels in areas that are not overwritten by pivoted data Note Essbase prevents pivot operations on worksheets that contain formulas when Formula Preservation mode is active As part of the default Essbase installation the Inv x1s sample file is provided which illustrates how to pivot data in a worksheet The sample file was saved with the Retain on Retrieval option disabled so that you can pivot on its worksheets gt To view the Inv x1s worksheet 1 Select File then Open 2 From HYPERION_HOME products Essbase EssbaseClient client sample open Inv xls An example of this worksheet is shown in Figure 96 114 Advanced Tutorial N
81. 58 In this topic these procedures are discussed Linking a File to a Data Cell on page 145 Linking a Cell Note to a Data Cell on page 148 Linking a URL to a Data Cell on page 149 Accessing and Editing Linked Reporting Objects on page 151 For additional information on using linked reporting objects see Oracle Essbase Spreadsheet Add in Online Help 144 Advanced Tutorial Linking a File to a Data Cell Using the linked reporting objects feature you can link an external file to a data cell in Spreadsheet Add in Essbase stores the file on the Essbase Server Users who have access to the database can then retrieve the file and view the data contained in the cell This example uses the Asymm x1s sample worksheet with data from the Sample Basic database It links a sample file Budasmp txt to a cell containing the Budget figure Budasmp txt details the budgetary assumptions for the current year gt Tolinka file to a data cell 1 Select File then Open 2 From HYPERION_HOME products Essbase EssbaseClient client sample open Asymm xls 3 Make sure that you are connected to the Sample Basic database If you are not connected see Connecting to a Database on page 93 4 Select cell D5 see Figure 137 Note You can link objects only to data cells not to cells containing member names Figure 137 Selecting a Data Cell for Linking an External File 1 2 3 Atal Budget Budge fudge
82. 7 ElS Main Cancel Help 9 In Essbase Options select Display and select Use Styles see Figure 178 Figure 178 Setting the Use Styles Option Essbase Options x Display Zoom Mode Style Global Indentation C None Subitems Totals m Suppress Tl Missing Rows I Zero Rows I Underscore Characters r Cells IV Use Styles IV Adjust Columns J Auto Sort Rows IV Repeat Member Labels gt Replacement Missing Labe O No Access Label Aliases IV Use Aliases Use Both Member Names and Aliases for row dimensions Alias Default v m Duplicate Members F Show Qualified Member Names on Sheet F Show Qualified Member Names as Comment m Query Designer I Use Sheet Options with Query Designer m Dynamic Time Series J Latest Time Period Jan x 186 Drill Through Tutorial 10 11 Click OK to close Essbase Options Select Essbase then Retrieve to display the new style in the spreadsheet In Figure 179 the sample drill through report is associated with the data cells for Actual Profit and Product at the month and Eastern state levels so that these data cells are displayed in blue bold and italic font Figure 179 Sample Spreadsheet File with Drill Through Style Applied A B C Ep Een E G E a E E Ea Profit Product 2 Scenario Actual i a Jan Feb Mar Qtr Jan
83. 7107 atr3 27912 Qtr4 25800 Year 105522 Customizing Drill Down and Drill Up Behavior You can customize the behavior of the Zoom In and Zoom Out commands in the Essbase Options dialog box These steps illustrate some drill down and drill up techniques gt To retrieve all members of a dimension with a single drill down operation 1 Select Essbase then Options and select Zoom Retrieving Data 39 40 Basic Tutorial Essbase displays the Zoom page a portion of which is shown in Figure 21 Figure 21 Zoom In and Member Retention Option Settings Zoom In C All Levels Bottom Level Sibling Level C Same Level Same Generation C Formulas m Member Retention IV Include Selection I Within Selected Group I Remove Unselected Groups The Zoom In option group contains items that enable you to customize drilling behavior You can specify which members are returned to the worksheet during a drill down operation For example if you select Bottom Level Essbase retrieves data for the lowest level of members in a dimension With this option a drill down on Year retrieves Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov and Dec The Member Retention option group contains items that enable you to customize drilling retention characteristics The default selection Include Selection retains the selected member along with the other members retrieved as a result of a drill down For example if you drill down
84. 860 36461 35811 6 Budget 31590 29950 34830 32340 fi Ratios Actual 57 40178857 57 26473167 57 39559976 56 99467561 8 Budget 57 7376566 57 39041794 57 45231167 57 96344646 9 Measures Actual 7046 7072 8511 7037 10 Budget 9790 10660 11440 10050 11 200 Profit Actual 6721 7030 7005 7198 12 Budget 8480 86840 8830 9800 13 Inventory Actual 33000 31361 35253 32760 14 Budget 31090 28040 30260 26460 15 Ratios Actual 56 387368874 55 49797453 55 06764011 56 21773123 16 Budget 57 36255286 57 40395375 57 11143695 57 9954955 17 Measures Actual 6721 7030 7005 7198 4 Select Essbase then Keep Only Pivoting Retaining and Suppressing Data 47 Essbase retains only Qtr2 and Qtr4 data and deletes the other Year members see Figure 33 Figure 33 Result of Retaining a Data Subset Nonadjacent Cells 1 Market 2 Qtr2 Qtr4 3 100 Profit Actual 7072 7037 4 Budget 10660 10050 5 Inventory Actual 29860 35811 6 Budget 29950 32340 7 Ratios Actual 57 28473167 56 99467561 8 Budget 57 39041794 57 96344648 9 Measures Actual 7072 7037 10 Budget 10660 10050 11 200 Profit Actual 7030 7198 12 Budget 8840 9800 13 Inventory Actual 31361 32760 14 Budget 28040 26460 15 Ratios Actual 55 49797453 56 21773123 16 Budget 57 40395375 57 9954955 17 Measures Actual 7030 7198 Removing a Data Subset The Remove Only command is the counterpart to the Keep Only command With Remove Only you can remove selected member rows or columns and retain all other data in the wor
85. A type of data block wherein at least one of the sparse members is a parent level member user directory A centralized location for user and group information Also known as a repository or provider user variable Dynamically renders data forms based on a user s member selection displaying only the specified entity For example user variable named Department displays specific departments and employees user defined attribute UDA User defined attribute associated with members of an outline to describe a characteristic of the members Users can use UDAs to return lists of members that have the specified UDA associated with them user defined member list A named static set of members within a dimension defined by the user validation A process of checking a business rule report script or partition definition against the outline to make sure that the object being checked is valid For example in FDM validation rules ensure that certain conditions are met after data is loaded from FDM to the target application value dimension Used to define input value translated value and consolidation detail variance Difference between two values for example planned and actual value varying attribute An attribute association that changes over one or more dimensions It can be used to track a value in relation to these dimensions for example the varying attribute Sales Representative associated with the Product dimension can be use
86. Actual lt Otr2 Actual AND Gtr Actual is missing 2 AND Qtr Actual is missing double click to create a new data restriction f Data Sorting Select the Data Filtering icon right click and select Apply Query Essbase retrieves data for all the quarters Notice that the retrieved data for Qtr1 Actual is less than or equal to 500 or is less than Qtr2 Actual The results should be displayed as shown in Figure 87 Performing Advanced Retrieval Tasks 103 Figure 87 Data Filtering Results Cc E E 2461 2550 2940 3050 3299 3440 2430 2410 645 840 676 860 710 920 618 800 591 770 9221 1010 522 660 592 530 562 960 610 1070 372 830 990 1500 545 700 612 750 625 780 525 670 290 350 327 380 377 420 394 440 212 220 303 300 312 310 287 290 74 110 109 130 130 190 100 150 2363 2620 2739 2970 2937 3230 2692 2850 23235 2570 2423 2720 2540 2820 2439 2840 1143 920 1167 960 1271 1020 1219 920 1047 1720 1189 1900 1339 2120 1018 1780 1002 810 1120 890 11921 1000 940 680 62 310 163 30 286 130 123 70 67 320 177 200 154 250 136 320 738 310 783 380 900 440 779 400 South 1465 1640 1540 1700 1612 1710 1498 1330 745 1160 835 1280 1031 1490 965 1510 306 570 363 660 281 570 247 550 Central 2414 2770 2579 2930 2648 2980 2450 2690 2369 3310 2457 3350 2481 3470 2771 4130 1050 1030 1155 1120 1220 1150 970 890 991 910 1075 1020 1073 1010 1070 890 908 1130 1045 1320 1089 1340 889 1
87. Add as AND Condition the subsetting condition in the Conditions list box is evaluated using AND logic AND logic means that the selection must meet the current condition and the condition that follows it in the Conditions list box Selecting Members 85 86 20 21 22 23 24 25 26 27 Basic Tutorial From the list on the left select Ounces From the list in the middle select the logical operator From the list on the right select Ounces_12 Click Add as AND Condition Ounces Ounces_12 is displayed in the Conditions box From the list on the left select Ounces From the list in the middle select the logical operator lt From the list on the right select Ounces_32 Click Add as OR Condition Ounces lt Ounces_32 is displayed in the Conditions box When you use Add as OR Condition the subsetting condition in the Conditions list box is evaluated using OR logic OR logic means that the selection must meet the current condition or the condition that follows it in the Conditions list box From the list on the left select Pkg Type From the list in the middle select Is From the list on the right select Bottle Click Add as AND Condition Pkg Type Bottle is displayed in the Conditions list box In Conditions select Ounces lt Ounces_32 and click Add Select Pkg Type Bottle and click Add The Add and Add buttons add a left parenthesis and right parenthesis respectively to se
88. Add in 19 status of database connections 157 Style page Essbase Options dialog box 57 styles applying to data cells 60 to dimension members 59 to dimensions 59 to drill through cells 183 A B C D E F GH I K L to linked partition cells 158 to linked reporting object cells 147 to members 56 to parent members 56 to Query Designer results 81 to shared members 57 clearing 62 defining 56 57 hierarchy of 62 overlapping 62 removing 62 selecting members 57 stored in ESSBASE INI 60 turning off 62 turning on 58 Subset dialog box 85 86 subsets defining members 85 removing 48 retaining 46 substitution variables 130 131 suppressing data retrieval 49 missing and zero values 53 option disabled 116 underscore characters 53 symmetric reports 107 system administrator 8 system failure 91 T table of contents with Cascade 166 TCP IP protocol 9 terminating database connections See disconnecting termination abnormal 91 text entering free form 131 formatting 57 hierarchy of styles 62 pivoting See pivot preserving formatted 111 time periods 128 title members with drill down 36 to date calculations specifying 128 toolbar Essbase 21 icons on 20 installing 19 M N 0 P Q R S T U V W X Z tracking data updates 161 transaction level data accessing with drill through 173 transparent partitions See linked partitions transport protocol 9 tutorial basic tasks 17 guideline
89. Available Columns Selected Columns MEASURES MEASURES CHILD E MARKET PRODUCT 3 PRODUCT SKU SCENARIO Time SALES AMOUNT SALES lt Move Up Move Down lt lt lt Back Next gt Finish Cancel Help 2 Click E to move the selected column from the Selected Columns list back to the Available Columns list Note To move a column from one list to another click or To move all columns from one list to another click or Bi 3 Click Next to display Select Data Sort Order and follow the steps in the topic Ordering Data on page 196 to further customize the report Selecting and Ordering Columns 195 Ordering Note When you finish customizing the report click Finish at any time to generate the report and view the results in a new sheet The new sheet is placed before the current sheet Data In the Select Data Sort Order dialog box you can select an ascending or descending sort order for the data in a column Sort order determines the order in which rows will be displayed in the drill through report For example you can sort the contents of the Time TRANSDATE column which represents the transaction dates in ascending order in the drill through report To define the sort order of rows in the drill through report In the Available Columns list select the Time TRANSDATE column The columns in the Available Columns list box are those that you selected in Selecting and Ordering
90. BUD IV Overwrite Existing Files Suffix M Workbook Cancel Help When you assign a prefix or suffix in the Naming Information group box the worksheet files that are generated as a result of executing the Cascade command are named with the prefix or suffix that you specify The default is to generate worksheet names that are numbered 1 through n where n is the total number of worksheets created The syntax for the file names is PrefixnSuffix xls for Excel If you do not specify a prefix or suffix Essbase creates the worksheets 1 x1s 2 x1s and so on If you are creating a single workbook the same naming convention is used for the worksheet names within the workbook Caution Do not specify a prefix and suffix combination that leaves no characters free for Essbase to create unique file names If file names are duplicated Essbase overwrites the duplicate file name with the last cascaded worksheet Click Format Options see Figure 165 Creating Multiple Worksheets from Data 165 16 17 18 19 20 21 Figure 160 Format Options Page Essbase Cascade Options x Cascade Information Destination Options Format Options m Sheet to Sheet Replication MV Copy Formatting Header Footer m Sheet Formatting IV Suppress Missing Rows Table of Contents Cancel Help Select Copy Formatting to copy the formatting of the source worksheet into each cascade
91. Columns on page 194 The columns in the Column list are those for which a sort order has already been defined in Integration Services Console If a data sort order was selected when the report was created in Integration Services Console the Order By list displays that selection Otherwise the default sort order is Ascending Click Eto move the Time TRANSDATE column to the Column list see Figure 191 so that you can define a sort order for the column Note To move a column from one list to another click or To move all columns from one list to another click or ESI 196 Drill Through Tutorial Figure 191 Moving a Column to the Column List for Sorting Select Data Sort Order MEASURES CHILD PRODUCT SKU SCENSAIO SCENSRIO Move UG Mosea Wrdenepi 3 Inthe Column list double click the Time TRANSDATE column to change the data sort order from Ascending to Descending see Figure 192 This action causes transaction date values to be displayed in reverse chronological order in the drill through report Figure 192 Selecting the Data Sort Order Select Data Sort Order MEASURES CHILD SALES AMOUNT Time TRANSDATE Descending Moye Up Move Dov 4 Optional To change the data sort order for multiple columns simultaneously a Hold down the Ctrl key and select the desired columns from Column Ordering Data 197 b Click Order By The Order By dialog bo
92. Data then Connect to Data b In Connect to Data select Essbase The Essbase System Login dialog box is displayed c In Server select the server to access or enter the name of the server d Enter your user name e Enter your password f Click OK to connect to the server When your server connection is complete a list of available application and database pairs is displayed in the Application Database list g Select the application and database pair and click OK In Name Connection click OK to save the Server Application Database name of this connection for future use You can rename the connection to a user friendly name i Click Yes at the prompt to save the connection name Note If you save the connection name it is displayed on subsequent logins in the Connect to Data dialog box see step 3 b You are now ready to use Visual Explorer 4 Under Marks select Bar 5 Drag Year from the Dimension section of the Data window and drop it on the Column shelf 6 Drag Sales from the Measures section of the Data window and drop it on the Column shelf placing it to the right of Quarter 7 Drag Profit from the Measures section of the Data window and drop it on the Color shelf At this point you can see which quarter is the most profitable based on sales as indicated by the darkest color bar 8 Drag Region from the Dimension section of the Data window and drop it on the Row shelf Drag Category from the Dimension sect
93. Displays the Strategic Finance name the file name and the scenario name Version box toast message Messages that appear in the lower right corner of the screen and fade in and out token An encrypted identification of one valid user or group on an external authentication system top and side labels Column and row headings on the top and sides of a Pivot report top level member A dimension member at the top of the tree in a dimension outline hierarchy or the first member of the dimension in sort order if there is no hierarchical relationship among dimension members The top level member name is generally the same as the dimension name if a hierarchical relationship exists trace allocations A feature of Profitability and Cost Management that enables you to visually follow the flow of financial data either forwards or backwards from a single intersection throughout the model trace level Defines the level of detail captured in the log file 226 Glossary traceability The ability to track a metadata element to its physical source For example in Essbase Studio a cube schema can be traced from its hierarchies and measure hierarchies to its dimension elements date time elements and measures and ultimately to its physical source elements traffic lighting Color coding of report cells or pins based on a comparison of two dimension members or on fixed limits transformation 1 Transforms artifacts so that they function
94. Essbase Database Administrator s Guide Drilling Up to Less Detail With Essbase you can drill up to higher levels in the multidimensional database outline by collapsing the current member tree For example if you previously drilled down ona dimension such as Scenario to view data for Actual and Budget you may need to drill up to view aggregate data for the Scenario dimension gt To drill up on a member use one option e Select the member and select Essbase then Zoom Out e Select the member and double click the secondary mouse button e Select the member and click Zoom Out on the Essbase toolbar To drill up on the Scenario dimension in the current worksheet 1 Return to the worksheet that you kept open in step 4 on page 37 2 On any member of the Scenario dimension that is cell C2 D2 E2 F2 or G2 double click the secondary mouse button Essbase collapses the members of the Scenario dimension The result is shown in Figure 19 Figure 19 Result of Drilling Up on the Scenario Dimension 1 Measures Product 2 Scenario i 3 East Qtr1 5380 4 Qtr2 6499 5 ated 6346 6 Qtr4 5936 7 Year 24161 3 Incell A3 double click the secondary mouse button to drill up on East Essbase collapses East West South and Central into the single Market dimension and keeps the dimension in the A column see Figure 20 Figure 20 Result of Drilling Up on East Measures Product Scenario lQtr1 24703 Qtr2 2
95. Help Tutorial Prerequisites 24 w ne VY Basic Tutorial Before you begin the basic tutorial read these important topics e Enabling Compatibility with Smart View on page 24 e Setting Essbase Options on page 24 e Following Guidelines During the Tutorial on page 28 e Reviewing the Sample Basic Database on page 29 Enabling Compatibility with Smart View If Oracle Hyperion Smart View for Office Fusion Edition is installed on the same computer as Spreadsheet Add in complete this procedure to ensure that Spreadsheet Add in functions properly alongside Smart View To enable compatibility between Spreadsheet Add in and Smart View If you have not already done so start Excel Select Essbase then Options and select Global Under Mouse Actions select Limit to Connected Sheets see Figure 6 Figure 6 Option for Compatibility Between Spreadsheets Mouse Actions JV Limit to Connected Sheets JV Enable Secondary Button JV Enable Double Clicking JV Enable Linked Object Browsing When Spreadsheet Add in and Oracle Hyperion Smart View for Office Fusion Edition are installed on one computer and this option is selected mouse clicks are ignored by Spreadsheet Add in if the sheet being acted upon is connected to a data source other than an Essbase application and database for example a Oracle Hyperion Planning Fusion Edition data source Click OK to return to the worksheet Setting Essbase Optio
96. Jun 2 Sales 1212 1421 1354 1178 1254 1465 3 coGs 345 392 387 321 320 401 Margin 867 1029 967 857 934 1064 5 6 Marketing 46 24 95 11 56 5 Freight 21 71 93 23 88 21 8 Discounts 2 24 52 14 53 59 a Total Expenses 69 119 240 46 197 85 11 Gross Profit 798 910 727 809 737 979 Database Outlines Understanding the database outline is the key to understanding Essbase To define a multidimensional database you design its database outline The database outline contains the database organization structure the database members and the database rules as shown in Figure 3 12 Introduction to Essbase Figure 3 Essbase Database Outline A Database Basic Current Alias Table Default E Time Sel Dynamic Time Series Members H T D Q T D M T D Qtr1 hs Qtr2 Qtr3 Otrd IA Measures Accounts Profit Inventory Ratios Product Caffeinated Intro Date Ounces Pkg Type TENY Alias Colas NM 200 Alias Root Beer 5300 Alias Cream Soda 5400 Alias Fruit Soda iM Diet Alias Diet Drinks A Market Pan East renee sa h IA Sam Actual Budget Variance Variance a I Caffeinated Attribute Type Boolean Intro Date Attribute Type Date Ounces Attribute Type Numeric Pkg Type Attribute Type Text Population Attribute Type Numeric The application designer or Essbase system administrator usually creates the database outline For
97. Measures Product Market 2 Actual Budget Variance Variance Scenario Qtr1 24703 30580 5877 19 21844343 24703 B3 B 77100 4 Qtr2 27107 32870 5763 17 53270459 27107 5 ate 27912 33980 6068 17 85756327 27912 6 Gtr4 25800 31950 6150 19 24862629 25800 td Year 105522 129380 23858 18 44025352 105522 Press Enter The spreadsheet calculates the formula that you entered in cell G3 and now reflects Qtr1 as a percentage of Year The result is shown in Figure 99 Figure 99 Result of Calculated Formula with Essbase Data F 1 Measures Product Market 2 Actual Budget Variance Variance Scenario Qtr1 24703 30580 5677 19 21844343 24703 4 Qtr2 27107 32670 5763 17 53270459 27107 5 tr 27912 33980 6068 17 65756327 27912 6 Qtr4 25800 31950 6150 19 24862629 25800 fi Year 105522 129380 23858 18 44025352 105522 7 Select Essbase then Options and select Mode 8 In Formula Preservation select Retain on Retrieval and Retain on Keep and Remove Only and click OK Performing Advanced Retrieval Tasks 117 9 Incells D2 E2 and F2 respectively select Variance Variance and Scenario 10 Select Essbase then Remove Only Essbase removes the selected columns but retains the formula that you entered keeping it with the retained dataset The result is shown in Figure 100 Figure 100 Result of Removing Columns With Retain on Keep and Remove Only Selected 1 Measures Product Market 2 Actual Bud
98. One frequent requirement of budgeting and planning applications is to send worksheets to various functional areas of an organization After the worksheets have been distributed the recipients can review the contents make modifications and send updates back to the distributor Using the Essbase Cascade feature you can create multiple worksheet files based on a single database view You can specify at what level of detail you want to replicate the worksheets to tailor the information to each recipient s needs The Sample Basic database contains data for beverage products sold in different states across the U S For example assume that you want all product managers to review and respond to a proposed budget and to return their changes to the finance department You must create a worksheet for each combination of budget and P amp L data to distribute to the product managers for their respective products gt To create this set of worksheets 1 Select File then Open 2 From HYPERION_HOME products Essbase EssbaseClient client sample open P amp l xls This file contains the data that you need to replicate for each worksheet 3 Select Essbase then Retrieve Notice that the retrieval uses the Use Aliases option which is already set for this file in the Essbase Options dialog box In this example product 200 changes to Root Beer which is its preassigned alias 4 Select Central in cell B1 and Root Beer in cell B2 as the members to b
99. Page shows that we are viewing data for New York For example hover over the bar for Cola in New York in the East region during Qtr1 and the pop up shows that the Sales total for New York in that quarter is 1 998 00 Click the right direction arrow or use the drop down to view data from another state Drag Gen3 Population from the Database Schema and drop it on the Groups shelf The view is recalculated so that each column is now broken into market size based on population separated by lines Hover over individual sections and view Sales data by market size 15 In Oracle Essbase Visual Explorer select File then Export then Cross tab to Excel to transfer data from the visual worksheet to worksheet in Excel Note Alternatively you can select File then Update Excel New Worksheet to transfer the data from the visual worksheet to a new worksheet in Excel Using Linked Reporting Objects A linked reporting object is an external file cell note or World Wide Web resource that you link to a cell in an Essbase database The file note or Web resource indicated by a URL or Uniform Resource Locator can then be retrieved by the Spreadsheet Add in users who have access to the database Note If your organization has implemented the Essbase Partitioning option you can also access linked partitions from cells in Spreadsheet Add in For more information on linked partitions see Access Methods for Linked Partitions on page 1
100. Retain on Retrieval option the Suppress Missing Rows and Zero Rows options on the Display page are not available If you selected either of the Display options the Formula Preservation options become unavailable automatically e When you select the Retain on Zooms option the Remove Unselected Groups option on the Zoom page is not available When you enable the Remove Unrelated Groups option Retain on Zooms becomes unavailable automatically e When Retain on Retrieval is selected retrieval time may be slightly delayed 116 Advanced Tutorial y o A OO N e e Asa general rule insert a blank row as the last row in the formula range This action ensures that the cell range in the formula expands properly when you drill down on members when Retain on Zooms is selected e Formula arrays are not supported in Spreadsheet Add in when the preserve formula option is on If formula arrays are in the worksheet Essbase does not preserve these types of formulas To preserve formulas when retrieving or retaining data Select File then New or click ol to open a new worksheet Select Essbase then Retrieve In cell A2 drill down double click on Year Press and hold down the Alt key and in cell E1 drill down double click on Scenario Select cell G3 and enter this formula in the cell B3 B 7 100 see Figure 98 The in front of the 7 anchors the formula to the Year member Figure 98 Entering a Formula into a Cell F 1
101. SO A long term goal defined by measurable results Each strategic objective is associated with one perspective in the application has one parent the entity and is a parent to critical success factors or other strategic objectives Strategy map Represents how the organization implements high level mission and vision statements into lower level constituent strategic goals and objectives structure view Displays a topic as a simple list of component data items Structured Query Language A language used to process instructions to relational databases Subaccount Numbering A system for numbering subaccounts using non sequential whole numbers subscribe Flags an item or folder to receive automatic notification whenever the item or folder is updated Summary chart In the Investigates Section rolls up detail charts shown below in the same column plotting metrics at the summary level at the top of each chart column super service A special service used by the startCommonServices script to start the RSC services supervisor A user with full access to all applications databases related files and security mechanisms for a server supporting detail Calculations and assumptions from which the values of cells are derived suppress rows Excludes rows containing missing values and underscores characters from spreadsheet reports symmetric multiprocessing SMP A server architecture that enables multiprocessing and multithreading
102. Select Essbase then Linked Objects e InEssbase Options select Enable Linked Object Browsing to enable double clicking to view linked objects 3 Select the partition to connect to and click View Launch Essbase creates a worksheet that contains the dimensions and members for the cell in the linked partition You need the proper privileges to access a linked partition If your user account and password match the account information for the linked partition Essbase establishes a connection with the linked partition Otherwise Essbase displays the Essbase System Login dialog box for you to enter the user account and password Updating Data on Essbase Server Data values are changed frequently in applications that involve planning budgeting and forecasting After you retrieve data into the worksheet you can use Spreadsheet Add in to change values enter formulas and format data Essbase is also designed to permit multiple user concurrent database access and update Depending on your security privileges you may be able to modify all data values or a certain subset of values To recognize cells to which you have read write access apply a visual cue or style to the cells For more information on applying styles see Applying Styles to Data Cells Optional on page 60 To update data from a worksheet you must lock the database area that contains the values that you want to change Locking prohibits other users from changing the
103. Services Console ESSCMD or the API locked A user invoked process that prevents users and processes from modifying data locked data model Data models that cannot be modified by a user LOCKED status A consolidation status indicating that an entity contains data that cannot be modified Log Analyzer An Administration Services feature that enables filtering searching and analysis of Essbase logs logic group In FDM contains one or more logic accounts that are generated after a source file is loaded into FDM Logic accounts are calculated accounts that are derived from the source data LRO See linked reporting object LRO managed server An application server process running in its own Java Virtual Machine JVM manual stage A stage that requires human intervention to complete Map File Used to store the definition for sending data to or retrieving data from an external database Map files have different extensions mps to send data mpr to retrieve data Map Navigator A feature that displays your current position on a Strategy Accountability or Cause and Effect map indicated by a red outline Marginal Tax Rate Used to calculate the after tax cost of debt Represents the tax rate applied to the last earned income dollar the rate from the highest tax bracket into which income falls and includes federal state and local taxes Based on current level of taxable income and tax bracket you can predict marginal tax
104. Soda 2310 10 Fruit Soda 1840 11 Diet Drinks 2900 12 Mar Colas 2820 9 Select File then Close to close the worksheet You do not need to save the worksheet Retrieving Data Using Visual Explorer Oracle Essbase Visual Explorer provides Essbase users with powerful analytics in a highly graphical format It enables users to unlock the information stored in multidimensional databases using a free form canvas for exploring and analyzing data The Visual Explorer user interface is shown in Figure 135 140 Advanced Tutorial Figure 135 Elements of the Visual Explorer User Interface Oracle Essbase Visual Explorer My Workbook File Edit view Format Data Analysis Table Bookmark Window Help iO Data amp ef S SS Wishowme GF ey bi FT gt Re oO whistler Sample Basic test Find Dimensions Market S2Region Ss State 4 E Population E Product S2Gen2 Product eGen3 Product Caffeinated Ounces Pkg Type Intro Date E Scenario S2Gen2 Scenario E Year 2 Quarter 8Gen3 Year Abe Measure Names 11 129 Diet Cola 1 114 Caffeine Fre 413 Old Fashioned 2 540 Diet Root Be 982 Columns Sasparilla roe _ GRD oe Dark Cream Filters o Vanilla Cream Diet Cream A Grape Marks Orange Strawberry Diet Cola tal My Worksheet 1 Automatic Measures i Gs i Diet Root Be Profit Margin Total Expenses Inventory Opening Invento
105. Time dimension accommodates different exchange rates by month e The CurName dimension contains names of currencies from their respective markets e The CurCategory dimension contains the names of the various currency categories that may be applied to the categories of Measures For example one rate is applied to Profit and Loss items and another rate is applied to Balance Sheet items e The CurType dimension enables a currency database to contain rates for different scenarios such as Actual and Budget Connecting to the Sample Currency Databases To complete these exercises the Sample Interntl and Sample Xchgrate databases must be installed on the server Contact the Essbase system administrator if these application and database pairs are unavailable To retrieve data from the Sample Interntl database 1 Select Essbase then Connect 2 Select the Sample Interntl database and click OK to complete the connection The Essbase installation also includes sample spreadsheet files that illustrate currency conversion concepts 3 From HYPERION_HOME products Essbase EssbaseClient client sample open Local xls The worksheet contains actual Act and budget Bud data entered in local currencies for New York and Germany see Figure 162 168 Advanced Tutorial Figure 162 Retrieving Local Data Jan 100 10 LAct Sud New York Germany New York Germany Sales 678 210 640 190 COGS 271 64 260 60 Margin Missing Missing M
106. Variance 11472 4 Variance 27 35336195 6 Scenario 30468 ff Inventory Actual 29448 8 Budget 31590 9 Variance 2142 10 Variance 6 780626781 11 Scenario 29446 12 Ratios Actual 57 27288145 13 Budget 57 6240049 14 Variance 0 351123447 15 Variance 0 609535377 16 Scenario 57 27286145 2 Select Essbase then Keep Only Essbase removes the Variance Variance and Scenario rows from the worksheet and retains only Actual and Budget data see Figure 31 46 Basic Tutorial Figure 31 Result of Retaining a Data Subset Adjacent Cells 1 Year Market 2 100 Profit Actual 30468 3 N 41940 4 Inventory Actual 29448 5 Budget 31590 6 Ratios Actual 57 27288145 Ed Budget 57 6240049 8 Measures Actual 30468 9 Budget 41940 10 200 Profit Actual 27954 11 Budget 35950 12 Inventory Actual 33000 13 Budget 31090 14 Ratios Actual 55 53966595 15 Budget 57 46674162 16 Measures Actual 27954 Occasionally the data that you want to remove from the worksheet does not lie in an adjacent range of cells To select and retain nonadjacent cells Press and hold down the Alt key and in cell D1 zoom in double click on Year Select Qtr2 in cell E2 Press and hold down the Ctrl key and select Qtr4 in cell G2 see Figure 32 won pe y Figure 32 Selecting Nonadjacent Members for the Keep Only Command 1 Market 2 Qtr1 Qtr 3 1100 Profit Actual 7048 7072 8511 7037 4 Budget 9790 10660 11440 10050 5 Inventory Actual 29448 29
107. Web linking to data cells 149 X Xchgrate sample database 168 Z zero values suppressing 53 55 suppressing options disabled 116 Zoom commands customizing 39 Zoom In command drilling down options 35 selecting levels 40 Zoom In icon 21 Zoom Out command drilling up options 38 Zoom Out icon 21 Zoom page Essbase Options dialog box 25 40 Enable Hybrid Analysis option 25 240 Index MN 0 P Q R S T U V W X Z
108. a particular point in time balanced journal A journal in which the total debits equal the total credits bang character A character that terminates a series of report commands and requests information from the database A report script must be terminated with a bang character several bang characters can be used within a report script bar chart A chart that can consist of one to 50 data sets with any number of values assigned to each data set Data sets are displayed as groups of corresponding bars stacked bars or individual bars in separate rows base currency The currency in which daily business transactions are performed base dimension A standard dimension that is associated with one or more attribute dimensions For example assuming products have flavors the Product dimension is the base dimension for the Flavors attribute dimension base entity An entity at the bottom of the organization structure that does not own other entities batch calculation Any calculation on a database that is done in batch for example a calculation script or a full database calculation Dynamic calculations are not considered to be batch calculations batch file An operating system file that can call multiple ESSCMD scripts and run multiple sessions of ESSCMD On Windows based systems batch files have BAT file extensions On UNIX batch files are written as a shell script batch loader An FDM component that enables the processing of
109. a to server 159 log file 161 server 8 changing password 32 client server environment 8 connecting to 31 94 described 8 disconnecting from 90 Essbase Integration Server 173 Essbase Integration Services 10 Essbase Server described 8 logging updates to 159 name 31 94 on network 9 sending data to 159 Set Filter on Column dialog box 199 shared members applying styles to 57 sheet destination Cascade option 164 sheets See worksheets shortcuts mouse actions 23 shortcuts toolbar icons 20 shutdown abnormal 91 siblings defined 14 sort order 238 Index M N O PQ R S T U V W X Z in drill through 196 in Query Designer 105 sorting criteria 100 Spreadsheet Add in accessing drill through from 183 compatibility with Smart View 24 installing toolbar 19 logging data updates 161 registering 18 retrieval cursors 33 starting 19 users described 8 Spreadsheet Toolkit product 9 spreadsheets applying styles 56 cascading 163 creating multiple 163 data update log file 161 described 11 displaying aliases 63 64 displaying member names 64 distributing 163 drilling options 39 global options 23 35 115 mode options 116 131 preserving formulas 116 repeating member labels 65 retrieving data 29 saving 90 setting options 25 style options 56 suppressing missing and zero values 53 zoom options 40 SQL Interface 9 starting data retrieval 33 drill through 183 Essbase 19 Spreadsheet
110. acquainted with Spreadsheet Add in e Registering Spreadsheet Add in on page 18 e Loading Spreadsheet Add in on page 18 e Starting Spreadsheet Add in on page 19 e Installing the Essbase Toolbar for Excel on page 19 About the Basic Tutorial 17 18 Basic Tutorial e Using the Essbase Toolbar on page 20 e Accessing Online Help on page 21 e Enabling Mouse Actions on page 22 Registering Spreadsheet Add in During installation Spreadsheet Add in is automatically registered with Excel and included in your computer s registry entries You may unregister Spreadsheet Add in from Excel Unregistering clears the registry entries and removes the Essbase menu from Excel however it leaves the Spreadsheet Add in components on your computer To put the Spreadsheet Add in back into Excel you can run the register program manually To manually register Spreadsheet Add in select Start then Programs then Oracle EPM System then Essbase then Essbase Client then Register Spreadsheet Add in To unregister Spreadsheet Add in select Start then Programs then Oracle EPM System then Essbase then Essbase Client then Unregister Spreadsheet Add in Loading Spreadsheet Add in If you manually update your environment settings or if you removed Spreadsheet Add in from the Excel environment you must use the Excel add in tool to load Spreadsheet Add in in Excel Loading Spreadsheet Add in adds the Essbase m
111. alc Apr May Jun Qtr3 Dynamic Calc Jul Aug Sep Qtr4 Dynamic Calc Oct Nov Dec e Children Members with parents above them For example Jan Feb and Mar are children of the parent Qtr1 e Siblings Child members of the same parent and on the same branch same level For example Jan Feb and Mar are siblings Apr is not a sibling of Jan Feb or Mar however because it has a different parent Qtr2 e Descendants Members at any level below a parent For example each member that falls in the Year branch is a descendant of Year These members are all descendants of Year Qtr1 Jan Feb Mar Qtr2 Apr May Jun Qtr3 Jul Aug Sep Qtr4 Oct Nov Dec e Ancestors Members of a branch above a member For example Qtr2 and Year are ancestors of Apr Introduction to Essbase e Generations Branch numbers of members Generations count from the root of the tree generation 1 which is the dimension name toward the leaf node e Levels Branch numbers of members Levels count from the leaf node level 0 toward the root the dimension name Attributes Attributes describe characteristics of data such as the size and color of products Through attributes you can group and analyze members of dimensions based on their characteristics Attribute dimensions must be associated with base dimensions For more information see the Oracle Essbase Database Administrator s Guid
112. alias name A name that occurs more than once in an alias table and that can be associated with more than one member in a database outline Duplicate alias names can be used with duplicate member outlines only duplicate member name The multiple occurrence of a member name in a database with each occurrence representing a different member For example a database has two members named New York One member represents New York state and the other member represents New York city duplicate member outline A database outline containing duplicate member names Dynamic Calc and Store members A member in a block storage outline that Essbase calculates only upon the first retrieval of the value Essbase then stores the calculated value in the database Subsequent retrievals do not require calculating 212 Glossary Dynamic Calc members A member in a block storage outline that Essbase calculates only at retrieval time Essbase discards calculated values after completing the retrieval request dynamic calculation In Essbase a calculation that occurs only when you retrieve data on a member that is tagged as Dynamic Calc or Dynamic Calc and Store The member s values are calculated at retrieval time instead of being precalculated during batch calculation dynamic hierarchy In aggregate storage database outlines only a hierarchy in which members are calculated at retrieval time dynamic member list A system created named member set th
113. also link individual cell notes that contain information on particular data cells Cell notes can consist of no more than 599 characters If you need to link information to a data cell that is longer than 599 characters you must create and save an external file and then link the file to the data cell To link a cell note to a data cell 1 Inthe Asymm x1s file select cell C5 Note You can link objects only to data cells not to cells containing member names 2 Select Essbase then Linked Objects The Linked Objects Browser dialog box is displayed 3 In Linked Objects Browser click Attach The Attach Linked Object dialog box is displayed 4 Under Attachment Type select Cell Note see Figure 142 In Cell Note enter the note shown in Figure 142 148 Advanced Tutorial Figure 142 Creating a Cell Note to Link Member Combination fare Sales Colas E ast Actual r Attachment Type 6 Click OK to close the dialog box and link the cell note Essbase copies the note to the server and establishes a link to the current data cell 7 Click Close to close Linked Objects Browser 8 Select Essbase then Retrieve to refresh the worksheet and apply the style that you defined for linked objects Now Essbase displays two data cells C5 and D5 in purple italic font to represent a cell that contains a linked reporting object The result is shown in Figure 143 Figure 143 Result of Creating a Linked Cell Note Actual Budge
114. amnenees 163 Working wii Cunene CONYErSIONS oi eicsccnesuadaarienndeoscenenenieoks S E E AE R 167 About the Advanced Tutorial The tutorial that you completed in Chapter 2 teaches basic data retrieval and navigation concepts for Spreadsheet Add in This chapter builds on your basic skills and expands your knowledge of Essbase and Spreadsheet Add in In this advanced tutorial you use several sample spreadsheet files for Excel that were installed as part of the default Essbase installation These files are stored in HYPERION_HOME products Essbase EssbaseClient client sample You also reconnect to the Sample Basic database Before you begin the advanced tutorial complete the steps in the next two sections Connecting to a Database on page 93 and Setting Essbase Options on page 95 In addition be sure to read Following Guidelines During the Tutorial on page 28 and Reviewing the Sample Basic Database on page 29 for important information about what you should expect as you perform the tutorial steps Connecting to a Database To access Essbase data for the advanced tutorial first connect to the Sample Basic database on the server This tutorial assumes that you have the appropriate privileges to connect to a server an application and a database About the Advanced Tutorial 93 gt To connect to an Essbase Server Essbase application and database 1 Select Essbase then Connect The Essbase System Login dialog box
115. artition Manager used to propagate an update to data mastered at one site to a copy of data stored at another site Users can access the data as though it were part of their local database Report Extractor An Essbase component that retrieves report data from the Essbase database when report scripts are run report object In report designs a basic element with properties defining behavior or appearance such as text boxes grids images and charts report script A text file containing Essbase Report Writer commands that generate one or more production reports Report Viewer An Essbase component that displays complete reports after report scripts are run reporting currency The currency used to prepare financial statements and converted from local currencies to reporting currencies repository Stores metadata formatting and annotation information for views and queries resources Objects or services managed by the system such as roles users groups files and jobs restore An operation to reload data and structural information after a database has been damaged or destroyed typically performed after shutting down and restarting the database restructure An operation to regenerate or rebuild the database index and in some cases data files result frequency The algorithm used to create a set of dates to collect and display results reviewlevel A Process Management review status indicator representing the process
116. ase Pro Confirm delete of data sorting rule Population Base M Action deletes data sorting and filtering rules Intro Date Base Pre Save query only on spreadsheet application close 24 Attribute Calculation W Data Filtering E Data Sorting Book1 Sheet2 Book1 Sheet3 E Messages amp Confirmations Help Accessing Help To access online help for Query Designer select Help in the navigation panel Connecting to Multiple Databases from Query Designer You can connect to several databases and create separate queries on each database from Query Designer To connect to multiple databases from Query Designer Log on to Essbase and connect to the server that you want to access Select Essbase then Query Designer to open Query Designer won ep y Select Book1 Sheet1 right click and select Connect The Essbase System Login dialog box is displayed 80 Basic Tutorial 10 11 PB whNry PR y Note The book may be a number other than 1 For example it may be Book5 if four worksheets are already open Enter your password and click OK Select Sample Basic and click OK Select Book1 Sheet2 or Sheet3 right click and select Connect The Essbase System Login dialog box is displayed Enter your password and click OK Select Samppart Company and click OK Note You are restricted to one connection per worksheet The con
117. at is based on user defined criteria The list is refreshed automatically whenever it is referenced in the application As dimension members are added and deleted the list automatically reapplies the criteria to reflect the changes dynamic reference A pointer in the rules file to header records in a data source dynamic report A report containing data that is updated when you run the report Dynamic Time Series A process that performs period to date reporting in block storage databases dynamic view account An account type indicating that account values are calculated dynamically from the data that is displayed Eliminated Account An account that does not appear in the consolidated file elimination The process of zeroing out eliminating transactions between entities within an organization employee A user responsible for or associated with specific business objects Employees need not work for an organization for example they can be consultants Employees must be associated with user accounts for authorization purposes encoding A method for mapping bit combinations to characters for creating storing and displaying text Each encoding has a name for example UTF 8 Within an encoding each character maps to a specific bit combination for example in UTF 8 uppercase A maps to HEX41 See also code page and locale ending period A period enabling you to adjust the date range ina chart For example an ending period of
118. ata at the beginning of the active worksheet When you click the Retrieve icon if you are not already connected to an instance of Essbase Server the Essbase System Login dialog box is displayed Tip If you have mouse actions enabled you can retrieve data by double clicking the primary mouse button in any empty cell in the worksheet To enable double click support select Essbase then Options select Global and select Enable Double Clicking For more information see Enabling Mouse Actions on page 22 Icon Purpose Description Retains only the selected member the active cell or member range in the Keep only worksheet Click the Keep Only icon to remove all unselected members from the worksheet Remove only Removes the selected member the active cell or member range from the worksheet Click the Remove Only icon to retain all unselected members in the worksheet al Zoom in Retrieves and expands data from Essbase according to the options specified in the Essbase Options dialog box When sampling is enabled Essbase then Sample Data Zoom In an approximate percentage members of the Essbase database that you specify is queried when you retrieve and expand data Tip If you have mouse actions enabled you can drill down on data by double clicking the primary mouse button in the cell that contains the member you want to expand To enable double click support select Essbase then Option
119. ata based on the rank order that you ea Product have specified H 100 All Childr Select the Top or Bottom check OF 200 box or both 300 Specify how many rows you want OF 400 All Desci to retrieve Column Select a dimension from the a Year ahea ofrecer lass x OF ate of a Rank I Top 2 H Rows I Bottom 25 Rows r a Qtr4 Dimension being ranked asao posited OF Budget Column used for ranking E A Available Dimensions 2 i Ott Actual Data Restrictions Population Base double click to create a new data restriction t3 Intro Date Base F SZ Attribute Calculati w Ee f Data Sorting M b The data filtering panel contains these options Rank Ranks a specified number of top rows or a specified number of bottom rows of data You can select the highest or lowest rows Your selection is based on previously selected row dimension members When using the top or bottom criterion you specify the number of rows such as top 10 The default is the top 25 rows Dimension being ranked Specifies the dimension to which ranking should be applied Column used for ranking Specifies the data column on which data values are based Data Restrictions Specifies standard data comparison operations such as greater than less than and equal to You can apply the comparison operator to data values including negative data values in one or more data colum
120. ata extracted from a database begins with the less than lt character fact table The central table in a star join schema characterized by a foreign key and elements drawn from a dimension table This table typically contains numeric data that can be related to all other tables in the schema Favorites gadget Contains links to Reporting and Analysis documents and URLs field An item in a data source file to be loaded into an Essbase database file delimiter Characters such as commas or tabs that separate fields in a data source filter A constraint on data sets that restricts values to specific criteria for example to exclude certain tables metadata or values or to control access flowaccount An unsigned account that stores periodic and year to date values Glossary 213 folder A file containing other files for the purpose of structuring a hierarchy footer Text or images at the bottom of report pages containing dynamic functions or static text such as page numbers dates logos titles or file names and author names format Visual characteristics of documents or report objects format string In Essbase a method for transforming the way cell values are displayed formula A combination of operators functions dimension and member names and numeric constants calculating database members frame An area on the desktop There are two main areas the navigation and Workspace frames free form grid An ob
121. ata in the consolidated file Blocked accounts do not receive their value through the additive consolidation process account eliminations Accounts which have their values set to zero in the consolidated file during consolidation account type How an account s value flows over time and its sign behavior Account type options can include expense income asset liability and equity accountability map A visual hierarchical representation of the responsibility reporting and dependency structure of the accountability teams also known as critical business areas in an organization accounts dimension A dimension type that makes accounting intelligence available Only one dimension can be defined as Accounts active service A service whose Run Type is set to Start rather than Hold activity level authorization Defines user access to applications and the types of activities they can perform on applications independent of the data that will be operated on adhocreport An online analytical query created on the fly by an end user adapter Software that enables a program to integrate with data and metadata from target and source systems adaptive states Interactive Reporting Web Client level of permission adjustment See journal entry JE Advanced Relational Access The integration ofa relational database with an Essbase multidimensional database so that all data remains in the relational database and is mapped to summary l
122. ategy map CDF See custom defined function CDF CDM See custom defined macro CDM cell 1 The data value at the intersection of dimensions in a multidimensional database the intersection of a row and a column in a worksheet 2 A logical group of nodes belonging to one administrative domain cellnote A text annotation for a cell in an Essbase database Cell notes are a type of LRO CHANGED status Consolidation status that indicates data for an entity has changed chart A graphical representation of spreadsheet data The visual nature expedites analysis color coding and visual cues that aid comparisons chart template A template that defines the metrics to display in Workspace charts child A member with a parent above it in the database outline choice list A list of members that a report designer can specify for each dimension when defining the report s point of view A user who wants to change the point of view for a dimension that uses a choice list can select only the members specified in that defined member list or those members that meet the criteria defined in the function for the dynamic list clean block A data block that where the database is fully calculated ifa calculation script calculates all dimensions at once or if the SET CLEARUPDATESTATUS command is used in a calculation script cluster An array of servers or databases that behave as a single resource which share task loads and provide failover s
123. ause the Customer ID value is the same in each table journal entry JE A set of debit credit adjustments to account balances for a scenario and period JSP Java Server Pages KeyContacts gadget Contains a group of Smart Space users and provides access to Smart Space Collaborator For example you can have a KeyContacts gadget for your marketing team and another for your development team latest A Spreadsheet key word used to extract data values from the member defined as the latest time period layer 1 The horizontal location of members in a hierarchical structure specified by generation top down or level bottom up 2 Position of objects relative to other objects For example in the Sample Basic database Qtr1 and Qtr4 are in the same layer so they are also in the same generation but in a database with a ragged hierarchy Qtrl and Qtr4 might not be in same layer though they are in the same generation layout area Used to designate an area on a Workspace Page where content can be placed legend box A box containing labels that identify the data categories of a dimension level A layer in a hierarchical tree structure that defines database member relationships Levels are ordered from the bottom dimension member level 0 up to the parent members level 0 block A data block for combinations of sparse level 0 members level 0 member A member that has no children 216 Glossary liability account An account type
124. available 116 Mode page Essbase Options dialog box 26 98 116 money See currency conversions mouse actions enabling 22 moving rows and columns See pivot through worksheets 49 multi cell selection with drill through 187 multidimensional databases See databases multiple cell selection with drill through 187 multiple filter conditions in drill through reports 200 N names alternate See aliases applying styles 56 displaying with aliases 64 entering generation 138 entering level 138 repeating 65 Navigate With or Without Data icon 20 Navigate Without Data command 49 52 nested columns or rows 36 networks 9 Next Level option 40 164 nonadjacent cells 47 notes linking to data cells 148 null values 123 numeric values preserving 111 0 ODBC clients 10 OLAP defined 7 server See server online analytical processing 7 online help displaying for spreadsheet 21 operators comparison 82 101 options Cascade 164 Display 25 95 178 Index 235 A B C D E F G H I Global 23 27 98 181 Mode 26 97 116 179 settings for advanced tutorial 95 settings for basic tutorial 24 settings for drill through tutorial 177 Style 57 Zoom 25 39 96 178 Options dialog box 25 178 Options icon 21 OR operators 82 Order By dialog box 198 ordering columns in drill through reports 194 rows in drill through reports 196 outlines consolidations 15 described 12 dimensions 14 Dynamic Calc
125. ave access NoAccess If you define a replacement label for these values Essbase displays the replacement labels instead of the default labels See Oracle Essbase Spreadsheet Add in Online Help Formatting the Worksheet Essbase provides you with various ways to customize the worksheet view For example you may want to apply visual cues or styles to certain member names or to data cells in the worksheet You may want to display alternative names or aliases for member names This topic steps you through these formatting procedures e Formatting Text and Cells on page 56 e Displaying Aliases for Member Names on page 63 Formatting the Worksheet 55 56 Basic Tutorial e Displaying Both Member Names and Aliases on page 64 e Repeating Member Labels on page 65 This section of the tutorial starts with a new worksheet Formatting Text and Cells In a spreadsheet report many hierarchical levels of database information are displayed By defining and applying visual cues or styles to the text and cells in the worksheet you can easily keep track of specific database members dimensions and cell functions Styles are an effective way of viewing and distinguishing data in Spreadsheet Add in Keep in mind that applying styles requires additional processing during a retrieval request If you need to remove styles see Removing Styles Optional on page 62 This portion of the tutorial describes these tas
126. bal m Mouse Actions Display Messages IY Limit to Connected Sheets Information I Enable Secondary Button Wamings IV Enable Double Clicking Errors IV Enable Linked Object Browsing C None Tl Display Unknown Members m Memory IV Enable Flashback m Log File IV Route Messages to Log File j Member Select IV Purge Log File Every Session Tl Display Save Dialog m Mode Add Ins I7 Navigate without Data Addins Cancel Help Note You should have already selected the appropriate options for Mouse Actions as described in Enabling Mouse Actions on page 22 10 Click OK to save the settings for this session and close Essbase Options Following Guidelines During the Tutorial Keep in mind these guidelines during this tutorial e Optional tasks should not be performed as part of the tutorial These tasks are included for your future reference For more information on these tasks see Oracle Essbase Spreadsheet Add in Online Help e You must be connected to the Sample Basic database during the tutorial If you are not connected to this database the illustrations presented in this chapter will not match the worksheet view e To access many Essbase commands o Select the command from the Essbase menu o Click the appropriate icon on the Essbase toolbar o For the Zoom In and Zoom Out commands double click either the primary or the secondary mouse button
127. base 2 04 bs 6 HUW inir 8d wk bw riis ER EERE 32 Canceling a Data Reirieval Request wis ccktercdadere ne ned ev eiadd EERS A 34 Restoring the Previous Database View rcrirsrcrsioronerecsp piere taran erei 34 Drilling Down to More Detail re arat rig idas ee eae mes eee aa Oe Drilling Upto Less Denil ance ee anos tE hoe A deere neeen ee pate Customizing Drill Down and Drill Up Behavior 0 0 00 000 00065 39 Pivoting Retaining and Suppressing Data lt 0 lt 2540os 400s seeseede4oes bade eed 42 Pivonne Rows and ln dc thie ww bed ew one hh ee KS 4S elas A Retning a Data es 6h edd ee cane a Sata asa baekaads bettas ENR 46 Remora A ak ee eee eee eh ee ONAE AERES 48 Navigating Through the Worksheet Without Retrieving Data 49 Suppressing Missing Values Zero Values and Underscore Characters 53 Formoting ithe Workers tantr ees a ENES 35 Formatting Text and Cells sray abai sees ees er abe gees er oe 56 Displaying Aliases for Member Names scsrsisiscriicririsreiriteriddrini 63 Displaying Both Member Names and Aliases 04 e A EEL ETT 64 Repeating Member Labels i347 cvccsciacae dewsdeateesdax E E E E A Working with Duplicate Member Names eer oe errs APESE E Creatine Chien Vene cer DEEE ccyoriporiparie trora vi pice soae hou d exes 69 About Creating and Changing Queries oasis estcseieeess ds E iri AEEA 70 Creating Queries soei eee ESPER sosi Te rau TE er eee abe s TL e PA ol
128. base Options dialog box and set the options prior to saving the worksheet Otherwise when you open the same worksheet in a new Spreadsheet Add in session the options settings for the current session override any previous settings for the worksheet Make sure that the worksheet for which you saved option settings is not a protected worksheet Essbase cannot save option settings for a protected worksheet Disconnecting from Essbase When you finish retrieving and navigating through data disconnect from the server to decrease user count and to make a port available on the server for other Spreadsheet Add in users To disconnect from the server 1 Select Essbase then Disconnect The Essbase Disconnect dialog box is displayed from which you can disconnect any worksheet that is connected to a database Figure 77 Essbase Disconnect Dialog Box Essbase Disconnect x Sheet ServerApplication gt Database Sheet Aspen Sample gt Basic Sheet Sheet Aspen Sample gt Basic Sheet2 Sheet Aspen Sample gt Basic 2 From the list select a worksheet name and then click Disconnect 3 Repeat step 2 until you have disconnected all active sheets 90 Basic Tutorial 4 Click Close to close Essbase Disconnect Note You can also disconnect from the server by closing the spreadsheet application An abnormal shutdown of a Spreadsheet Add in session such as a power loss or system failure does not disconnect your server connection Lo
129. base system administrator for the location of the file As shown in Figure 103 when you open Profit xls the range of cells from B2 through F9 has already been selected for you Figure 103 Selected Range of Cells for Retrieval 1S Profit 1111 1111 1111 1111 Central Actual Profit Qtr2 Qtr3 Qtr4 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 3 Select Essbase then Retrieve to update the selected range Essbase updates only the data in the selected range of cells see Figure 104 120 Advanced Tutorial Figure 104 Result of Retrieving First Range of Data Central Actual Profit Qtr1 Qtr2 Qtr3 Qtr4 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 22 0 4 Select cells B12 through G16 see Figure 105 Figure 105 Selecting Cells for Retrieval 100 Central Actual Budget Sales Proft Sales Profit 8074 27 3 6200 8701 28 4 6870 8894 26 8 9060 6139 27 6 7800 33808 28 1 33930 5 Select Essbase then Retrieve once again to update the selected range Essbase updates the data in the selected range see Figure 106 Performing Advanced Retrieval Tasks 121 Figure 106 Result of Retrieving Second Range of Data 100 Central Actual Budget Sales Proft Sales Profit 8074 27 3 6200 34 5 6701 28 4 8870 8894 26 8 9060 8139 27 6 7300 33808 33930 6 Close the file without saving it Retrieving Data by Using a Function The Essbase cell retrieve function EssCell
130. cesoheseeetouss whee oueseuRseeeses 15 PUES pack ske area wh eee aernse thers GeO Res eke tOGawedeseseende dee 15 Consohdahons sscesrinskiddi dete derine riit retr raat kidanar he 15 Chapter 2 Basie Monal oi oeek lt cde eee dake ced ede ies TAr ARATA 17 About the Basie Tutorial siiags chusedeseebes cde aripii aa ete aea ei i Getting Acquainted with Spreadsheet Add in 0 0 0 ee eee nee 17 Registering Spreadsheet Add in crcsarir crite td ttred Ee ede ENAERE 18 Loading Spreadsheet Add in rorererip otsiti k Enr onaverebee sete beware 18 Staring Spreadsheet Addii 4 as 06 6 cacn owes tera ETAETA RRAS 19 Installing the Essbase Toolbar for Bete sirrrscsrsrersirsicsrecri tertiis 19 Contents iii iv Contents Using the Essbase Toolbar sass sead sopi aves pas sea aes ver ines s 20 ple aa itd yl ee ee eee eee ee ee ee ere ee eee re Enabling Mons 6a h ch eee eee dhoirt ase OEE ARESE 22 Tutorial Preregubiies soipareriditodi tiaa poe aapa Ga ae RERE 24 Enabling Compatibility with Smart View Bed canes TE Memnw ees bare 24 Setting Esshase OPIN ei v4 bn bake eke N edad pee aged s ee reer 24 Following Guidelines During the Tutorial reer e Oe Fe er es Reviewing the Sample Basic Database or oor hea ee er ioakedas z 29 Pemeri Da is 90 64 4 0446 9 484 E E E a E eea a a One hr DADA bok sac cs ones cee erpe 30 Changing a Password Optional ccorracatederaditacira ti ade bati artean on Retrieving Data roma Data
131. cribed in this section 172 Advanced Tutorial Drill Through Tutorial In This Chapter About the Dill Thug Whol oasa AA bedi Ra 173 Understanding Dill INTongh oxi stecasgs canta a denchins eA EEA EA E EO T73 About THe DMak NEATA iiiar ed anereeinsaudeomle eed eal beinde tenia aaneaeed 15 B iore You Stl cruin a A eS 176 Accessing Drll Thrmough Reports fom the Spreadsheet iiss csescscesanecareesncdivanavinenerpianiwedenaderee cisqivesa teats 183 Specie DAd Trough Reports to VIEW OF CUSHOMIEE wii ncccsaesinacsekinsenssaasercsaniiendbaenieiessuiiecisiiaenesabees 189 Sae A EE i AELE UMMNS E E A A E E T E E satu emutees 194 Qidenng DALE acrisenrssaccncarean tread pa AR EEO AAAA A Aai 196 E AA e A E E E TEE E TE E E T E E E 198 FRSC ORNS CINE MOM ESSDASE iran n E SS N N O 204 About the Drill Through Tutorial Drill through is a tool provided with Integration Services a suite of tools and data integration services that serves as a bridge between relational data sources and Essbase Server Integration Services works with Essbase and Spreadsheet Add in Essbase Drill through enables you to view and customize spreadsheet reports that display data retrieved from relational databases This tutorial provides a brief overview of drill through and guides you through tasks for using drill through It includes a description of the sample database spreadsheet file and drill through report used in the tutorial Understanding Drill Through
132. cts grouped together in an implementation For example a Planning project may consist of a Planning application an Essbase cube and a Financial Reporting server instance property A characteristic of an artifact such as size type or processing instructions provisioning The process of granting users and groups specific access permissions to resources proxy server A server acting as an intermediary between workstation users and the Internet to ensure security public job parameters Reusable named job parameters created by administrators and accessible to users with requisite access privileges public recurring time events Reusable time events created by administrators and accessible through the access control system PVA See periodic value method PVA qualified name A member name in a qualified format that differentiates duplicate member names in a duplicate member outline For example Market East State New York or Market East City New York query Information requests from data providers For example used to access relational data sources query governor An Essbase Integration server parameter or Essbase server configuration setting that controls the duration and size of queries made to data sources range A set of values including upper and lower limits and values falling between limits Can contain numbers amounts or dates reciprocal assignment An assignment in the financial flow that also
133. d to track the value Customer Sales of several different sales representatives in relation to the Time dimension Varying attributes can also be used for member selection such as finding the Products that a Sales Representative was responsible for in May version Possible outcome used within the context of a scenario of data For example Budget Best Case and Budget Worst Case where Budget is scenario and Best Case and Worst Case are versions view Representation of either a year to date or periodic display of data visual cue A formatted style such as a font or a color that highlights specific types of data values Data values may be dimension members parent child or shared members dynamic calculations members containing a formula read only data cells read and write data cells or linked objects Web server Software or hardware hosting intranet or Internet Web pages or Web applications weight Value assigned to an item on a scorecard that indicates the relative importance of that item in the calculation of the overall scorecard score The weighting of all items on a scorecard accumulates to 100 For example to recognize the importance of developing new features for a product the measure for New Features Coded on a developer s scorecard would be assigned a higher weighting than a measure for Number of Minor Defect Fixes Glossary 227 wild card Character that represents any single character or group of characters i
134. d worksheet Copy formatting copies only the visual cues set using Essbase and the cell formatting that you set using the worksheet It does not copy formulas column formatting worksheet formatting or graphs In Header and Footer specify a header or footer name to be used for all of the cascaded worksheets In Sheet Formatting select Suppress Missing Rows so that rows containing only Missing values are not replicated In Table of Contents select Include Table of Contents This creates a Table of Contents text file that lists all replicated worksheets their creation dates and their member content By default Essbase names the Table of Contents file with the extension lst Click OK to create the cascaded worksheets Essbase rapidly creates the cascaded worksheets As each worksheet is created it is automatically saved closed and logged in the Table of Contents Each individual file is saved in the directory that you specified named Bud1 x1s through Bud10 x1s When the Cascade is completed Essbase returns you to the original worksheet view that is the source file Using a text editing application open the Table of Contents file from the destination directory that you specified earlier This file is named BUDO LST and contains a list of all cascaded worksheets see Figure 161 166 Advanced Tutorial Figure 161 Table of Contents File for Cascaded Worksheets fRRKKKKKKKKAKKAKKKAKKKKEKKKKK KKK KKK KKK KK KAK KARR
135. data that you want to update Other users can retrieve locked data but cannot lock or change the data You have exclusive update rights to that area Note You cannot update attribute related data on the server because attribute data is always calculated dynamically and hence is not saved You can lock data values in three ways Updating Data on Essbase Server 159 160 The Retrieve amp Lock command retrieves data into the worksheet while locking the corresponding data area on the server When you perform a subsequent retrieval Essbase automatically unlocks the previous data values Note The Retrieve amp Lock command is not supported with Dynamic Time Series members The Lock command locks information that you have already retrieved When you perform a subsequent retrieval Essbase automatically unlocks the previous data values The Update Mode option in the Mode page of the Essbase Options dialog box automatically locks the corresponding database area for each retrieval To update the server with data values from the worksheet use the Send command on the Essbase menu After updating the server the Send command automatically unlocks data unless you are in Update Mode You must clear Update Mode to stop the automatic locking of blocks You can unlock data blocks in two ways The Unlock command unlocks all blocks that you have locked The server automatically unlocks data blocks that have been locked for the maximum tim
136. der Combined With Other Restrictions select the Or option In the navigation panel click Data Filtering to access the data filter panel In Data Restrictions double click to create a data restriction In Data click the down arrow and select is not Click Missing Value This option instructs Essbase to discard data that have Missing values In Column used for filter select Qtr1 Actual Under Combined With Other Restrictions select the And option In the navigation panel click Data Filtering to access the data filter panel The data restrictions should be displayed as shown in Figure 86 Figure 86 Data Filtering ea Oracle Essbase Query Designer 300 Use this data filter panel to retrieve data of 400 AID Sei based on the rank order that you have All Descendants specified A Latah 1 Select the Top or Bottom check box Clg Year or both OF oe 2 Specify how many rows you want to OF Otr2 retrieve Oy atra 3 Select a dimension from the zi E Gtr i 5 a Actua Rank Top 30 Rows a Bottom 25 4 Rows OF Budget ee D b ked 5 Available Dimensions TERESE J Caffeinated Base Product Product i Ounces Base Product TA Pka Type Base Product Column used for ranking Population Base Market Otri Actual ki fy Intro Date Base Product 54 Attribute Calculations Data Restrictions w Data Filtering Top 30 Otri Actual lt 500 Otri Actual lt 500 OR Otri Actual lt Qtr2 Actual OR Otri
137. ditions that you specify are met If you select And Integration Services applies the filter only if all the conditions are met Click OK to return to Select Data Filters Notice that the filter defined in the Set Filter on Column dialog box is displayed in the Condition column and the Condition text box of the Select Data Filters dialog box Filtering Data 201 Figure 198 Result of Defining a Filter for a Column Select Data Filters Coum Condition ______ ___ M EASURES CHILD lt gt Misc MARKET STATE PRODUCT SKU SCENARIO SCENARIO Time TRANSDATE SALES AMOUNT Default filter You can also create a filter by typing the filter conditions directly into the Filters text box of the Set Filter on Column dialog box For more information see the Drill through Help section of Oracle Essbase Spreadsheet Add in Online Help To clear a filter for a selected column select the filter and click Clear To clear all filters for all columns click Clear All You can save the filter that you just created and then apply it to the MEASURES CHILD column so that all children of Measures except Misc are included in the report gt To save the filter that you just created 1 In Select Data Filters click Add new filter The Filter Name dialog box is displayed 2 In Name enter the name for the filter that you are creating For this tutorial enter All Children of Measures except Misc see Figure 199 Figu
138. do a Member Selection action 35 Starting with Diet Cream enter year next to each product see Figure 75 You need to perform this step so that every product has a matching Year dimension associated with it in the report Figure 75 Worksheet After Adding the Year Dimension to All States Diet Cream 105522 Cola Diet Cola Caffeine Free Cola 36 Select Essbase then Retrieve to update the values in the worksheet Essbase retrieves data for the members that you selected and also applies the styles that you previously set The result is shown in Figure 76 Figure 76 Result After Retrieving with Member Selection A Diet Cream Cola Diet Cola Caffeine Free Cola Saving and Disconnecting After performing basic retrieval navigation and formatting tasks you can save worksheets and disconnect from Essbase This section instructs you in these procedures e Saving a Worksheet on page 90 Saving and Disconnecting 89 e Disconnecting from Essbase on page 90 e Logging Off on page 91 Saving a Worksheet At any point during the Essbase session you can save the active worksheet with the File menu Save or Save As commands Thus you can keep a personal library of database views You can open the worksheet during a later session and retrieve the latest data values to update the view Note To save the option settings in a worksheet you must explicitly go to the Ess
139. down and drill up on database members e Pivot move or transpose data rows and columns e Access linked reporting objects e Access linked partitions gt To enable double clicking to retrieve drill down and drill up on Essbase data 1 Select Essbase then Options and select Global 2 Select Enable Double Clicking When Enable Double Clicking is selected see Figure 5 you can retrieve and drill down to more detailed data primary mouse button and drill up to less detailed data secondary mouse button When double clicking is enabled the in cell editing feature is overridden Figure 5 Essbase Options Dialog Box Global Page Essbase Options F x Display Zoom Mode Global Mouse Actions rm Display Messages IY Limit to Connected Sheets Information IM Enable Secondary Button Wamings I Enable Double Clicking Errors V Enable Linked Object Browsing C None I Display Unknown Members Memory IV Enable Flashback r Log File IV Route Messages to Log File j Member Select IV Purge Log File Every Session Tl Display Save Dialog m Mode Add Ins Tl Navigate without Data Addins Cancel Help 3 Click OK to return to the worksheet Getting Acquainted with Spreadsheet Add in 23 For information about setting the primary mouse button to display the Linked Objects Browser dialog box when you double click a data cell see Oracle Essbase Spreadsheet Add in Online
140. e Formulas Each database member can be associated with one or more formulas in the database outline For example the Variance members of the Scenario dimension see Figure 3 on page 13 contain formulas Formulas can be simple or complex For more information on formulas see the Oracle Essbase Database Administrator s Guide Aliases Essbase supports alternative names or aliases for database members Aliases are useful when various labels are used for the same member in various worksheets One worksheet for example may refer to Cost_of_Goods_Sold as COGS Aliases also can be used for reporting in alternative languages or for more formal output name sets such as account numbers Consolidations Consolidations in Essbase applications are defined by member branches The database outline determines consolidation paths The determination is based on the location of members within a dimension Indentation of one member below another indicates a consolidation relationship Indenting members is important for the drill down capabilities in Spreadsheet Add in As you navigate through data you can drill down through levels of consolidations The database outline is the roadmap that determines the levels of data navigation Database Outlines 15 16 Introduction to Essbase Basic Tutorial In This Chapter Apot THE Basie TUONA ccacs sya aitscnaws avacgawa tawed icon taicd ead A DERE Mea bd DAE 17 Getting Acquainted with Spreadshee
141. e allowed as defined by the Essbase system administrator Automatic unlock ensures that blocks are not locked for extended periods of time The P amp 1 x1s file is installed as part of the default Essbase installation This file illustrates how to update data on the server To view P amp l xls 1 Select File then Open 2 From HYPERION_HOME products Essbase EssbaseClient client sample open P amp l xls 3 Select Essbase then Retrieve amp Lock Essbase retrieves data and locks the appropriate area of the database see Figure 155 Advanced Tutorial Figure 155 P amp L Worksheet After Retrieve amp Lock Market Central The Beverage Company Product 200 Planning Dept Scenario Budget Jan Mar leita Sales Mvlissing _ kissing vissing 0 0 00 210 210 210 630 0 07 300 310 320 930 11 05 510 520 530 1560 18 53 1170 1180 1200 3550 42 16 2740 2820 2860 8420 100 00 1570 1640 1660 4670 57 84 1060 1120 1130 3310 39 31 Ratio Analysis 17 Markup 57 3 58 2 58 0 57 8 18 Marketing 10 9 11 0 11 2 11 0 4 Change the value for Sales in Jan cell B12 to 4000 and press Enter Essbase changes the affected data values 5 Select Essbase then Send to update the server with the new values Essbase updates the server and unlocks the data blocks Figure 156 P amp L Worksheet After Sending New Values to the Server Market Central The Beverage Company Product 200 Planning Dept Scenario Budget Jan Feb
142. e period but not for the current period model 1 In data mining a collection of an algorithm s findings about examined data A model can be applied against a wider data set to generate useful information about that data 2 A file or content string containing an application specific representation of data Models are the basic data managed by Shared Services of two major types dimensional and non dimensional application objects 3 In Business Modeling a network of boxes connected to represent and calculate the operational and financial flow through the area being examined monetary A money related value multidimensional database A method of organizing storing and referencing data through three or more dimensions An individual value is the intersection point for a set of dimensions Contrast with relational database multiload An FDM feature that allows the simultaneous loading of multiple periods categories and locations My Workspace Page A page created with content from multiple sources including documents URL and other content types Enables a user to aggregate content from Oracle and non Oracle sources named set In MaxL DML a set with its logic defined in the optional WITH section of a MaxL DML query The named set can be referenced multiple times in the query native authentication The process of authenticating a user name and password from within the server or application nested column headings A report col
143. e 145 Linking a URL to a Data Cell Member Combination Otr3 Sales Colas E ast Budget Attachment Type C Cell note TAAT Cancel ORL Help Location pmo URL Description 150 Advanced Tutorial 5 Enter a URL in Location and a brief description in URL Description see Figure 146 Figure 146 Entering and Describing a URL to Link Member Combination fara ales Colas E ast Budget r Attachment Type Saa Lx C File Cancel URL Help Location http f www oracle com URL Description Pe home page a Entering text in the URL Description text box is optional The text field for entering the URL location is limited to 512 characters The text field for entering the URL description is limited to 80 characters 6 Click OK to close the dialog box and link the URL to the cell Essbase copies the URL string to the server and establishes a link to the current data cell Note The syntax for the URL is not checked at the time of creation Essbase checks the syntax when the user accesses the URL from the worksheet The default Web browser checks for the existence or validity of the URL 7 Click Close to close Linked Objects Browser 8 Select Essbase then Retrieve to refresh the worksheet and apply the style that you defined for linked objects Leave the Asymm x1s file open for the next tutorial task these topics explain how to access linked reporting objects from Spreadsheet Add in
144. e Y axis scale for each chart the same Y axis scale for all Detail charts or the same Y axis scale for all charts in the column Often using a common Y axis improves your ability to compare charts at a glance Zero Administration Software tool that identifies version number of the most up to date plug in on the server zoom Sets the magnification of a report For example magnify a report to fit whole page page width or percentage of magnification based on 100 228 Glossary ZoomChart Used to view detailed information by enlarging a chart Enables you to see detailed numeric information on the metric that is displayed in the chart A B C D E FG H IK MNO P Q R S T U V W X Z Index Symbols Missing strings suppressing 53 NoAccess strings suppressing 53 wildcard character 84 wildcard character 84 A access to databases 30 93 to Essbase data 30 93 to linked partitions 158 to linked reporting objects 151 to multiple applications 31 to multiple databases 156 to online help 21 using drill through reports 183 using Essbase commands 28 ad hoc reports 7 32 114 170 Add button 199 add ins managing 18 adding members See members adding adjusting columns See columns adjusting width administrators 8 advanced interpretation engine 132 Advanced Interpretation mode 132 138 aliases definition of 63 displaying process of 63 with member names 64 with Query Designer results 81 in tab
145. e click any data cell or by select Essbase then Retrieve after disabling Navigate Without Data won e VY Suppressing Missing Values Zero Values and Underscore Characters Several types of data can be returned to a worksheet view e Numeric data values e NodAccess strings which are displayed when you do not have the proper security access to view a data value e Missing strings which indicate that no data exists for that member intersection e Zero data values A missing value is not the same as a zero value that is loaded into the Essbase database When data does not exist for a data cell in Essbase a value of Missing is returned to the worksheet If any cell in a row contains a value that row is not suppressed on a retrieval Using Essbase you can suppress missing and zero values from the display in the worksheet In addition you can tell Essbase to suppress underscore characters that are in some member names To suppress rows that contain missing values from being displayed in the worksheet In cell C3 double click the secondary mouse button to drill up on Profit Pivot Measures in cell C3 to Actual in cell D1 In cell B4 drill down double click on product 100 In the South member group the product 100 30 row contains all missing values indicating that this product is not sold in the South see Figure 41 You may need to scroll down the worksheet to see this row Pivoting Retaining and Suppressing Data 53
146. e completes these actions e Essbase displays the Linked Objects Browser dialog box which contains a list of possible partitions which you can access From this dialog box select the partition to connect to The Linked Objects Browser dialog box may also contain a list of linked reporting objects such as cell notes and external files For more information on linked objects see Using Linked Reporting Objects on page 144 e After you select a partition Essbase creates a new worksheet that contains corresponding members and dimensions for the cell in the linked partition Note Essbase does not preserve formulas across partitions e Essbase retrieves data values from the linked partition You can now perform operations such as drill down and drill up to get more information on the worksheet Note The Sample Basic database that you are using for this tutorial does not contain a linked partition However the instructions for accessing a linked partition are shown as an optional task in the light colored box below 158 Advanced Tutorial Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial gt To access a linked partition in Spreadsheet Add in if the Essbase application designer set up a linked partition 1 Locate a linked object cell as indicated by the style applied to the cell 2 Select one method to access Linked Objects Browser e
147. e databases See linked partitions Remove Only command described 48 in Formula Preservation mode 116 Remove Only icon 21 Remove Unselected Groups option 116 removing See deleting Repeat Member Labels option 65 A B C D E F GH I K report script commands 134 136 reports ad hoc 32 114 ad hoc currency 170 asymmetric 107 creating multiple 163 formatted 111 free form 131 saving 90 reports creating ad hoc 32 170 Cascade 163 Member Selection 82 Query Designer 69 reports drill through accessing 183 customizing 175 189 disconnecting from 204 executing 188 selecting to view or customize 189 restoring database views 34 restrictions with Formula Preservation 116 Retain on Keep and Remove Only option 116 Retain on Retrieval option disabled 116 enabled 113 116 Retain on Zooms option 116 118 retaining data subsets 46 formulas 111 112 when drilling 116 when retaining data 116 when retrieving 113 116 selected members 46 Retrieve amp Lock command 160 Retrieve command 33 Retrieve icon 20 retrieving Advanced Interpretation mode and 132 canceling 34 conditional 100 currency conversion 167 cursors 33 data 29 Dynamic Calculation members 125 formula preservation and 116 Free Form mode and 134 L M N 0 P Q R S T U V W X Z functions 122 increasing speed 62 108 119 126 into asymmetric reports 107 into columns 36 into formatted sheets 111 rules for 111 in
148. e order of the row groups The result is shown in Figure 29 Figure 29 Result of Pivoting the Order of Row Groups 1 Year Market 2 100 Profit Act ual 30468 3 Budget 41940 4 Variance 11472 5 Variance 27 35336195 6 Scenario 30468 T Inventory Actual 29448 8 Budget 31590 9 Variance 2142 10 Variance 6 780626781 11 Scenario 29446 12 Ratios Actual 57 27288145 13 Budget 57 6240049 14 Variance 0 351123447 15 Variance 0 6093535377 16 Scenario 57 27286145 In this example notice that both the source cell and the destination cell are now members Whenever the source cell and the destination cell are members of different row groups Essbase exchanges the member groups You must select a destination cell that contains a member name to exchange row members You can also exchange column members by choosing a destination cell in another column that contains a member name Pivoting Retaining and Suppressing Data 45 Retaining a Data Subset The Keep Only command retains only selected member rows or columns and removes all other data from the worksheet view This command provides a powerful way to remove dimensional slices without having to delete individual cells To keep only Actual and Budget data in the current worksheet 1 In cell C2 select Actual and in cell C3 select Budget see Figure 30 Figure 30 Selecting Members for the Keep Only Command 1 Year Market 2 100 Profit Actual 30466 3 41940 4
149. e product administrator or software installer The XML document must be modified to indicate meaningful values for properties specifying locations and attributes pertaining to the corporate authentication scenario connection file See Interactive Reporting connection file oce consolidated file Parent A file into which all of the business unit files are consolidated contains the definition of the consolidation consolidation The process of aggregating data from dependent entities to parent entities For example if the dimension Year consists of the members Qtr1 Qtr2 Qtr3 and Qtr4 its consolidation is Year consolidation file cns The consolidation file is a graphical interface that enables you to add delete or move Strategic Finance files in the consolidation process using either a Chart or Tree view It also enables you to define and modify the consolidation consolidation rule Identifies the rule that is executed during the consolidation of the node of the hierarchy This rule can contain customer specific formulas appropriate for the correct consolidation of parent balances Elimination processing can be controlled within these rules content Information stored in the repository for any type of file content browser A Component that allows users to Browse and select content to be placed in a Workspace Page context variable A variable that is defined for a particular task flow to identify the context of the task
150. e represented in the resulting worksheets 5 Select Essbase then Cascade Creating Multiple Worksheets from Data 163 The Essbase Cascade Options dialog box is displayed 6 Select Cascade Information The Cascade Information page contains the list of members that you selected and the options for specifying the level at which the selected members are retrieved into the cascaded worksheets For more information see Oracle Essbase Spreadsheet Add in Online Help 7 In Member select Central 8 In Choose Level for Selected Member select Same level 9 In Member select Root Beer and select Next level the default setting see Figure 158 Figure 158 Cascade Information Page Essbase Cascade Options Eg Cascade Information Destination Options Format Options r Cascade On Member Choose Level for slant Selected Member Next Level C All Levels C Bottom Level Sibling Level C Same Level Same level Next level Root Beer Same Generation Formulas Cancel Help The replicated or cascaded spreadsheet reports now provide data for members at the same level as Central East West and South and for members at the level below Root Beer Old Fashioned Diet Root Beer Sarsaparilla and Birch Beer 10 Select Destination Options 11 In Destination Directory enter C temp as the name of the directory in which to store the cascaded worksheets Click Bro
151. e through Spreadsheet Add in in an ad hoc fashion Essbase also provides a query designer so that you can define a database query for retrieving dimensions and database members into the worksheet Before Essbase actually retrieves data Query Designer provides a series of panels so that you can request the data that you want to view in the worksheet It is particularly helpful when you know exactly which data you want to retrieve from the server In addition you can save a query and use it again The Query Designer window consists of these panels e The navigation panel at the left of the window provides access to the various features in Query Designer You can display all the dimensions used in a particular query and access the various properties of each dimension member e The hint panel at the top right of the window provides a brief description of the feature that is selected from the navigation panel e The properties panel at the bottom right of the window provides access to these functions Layout Design the layout ofthe spreadsheet report To change the default layout select a dimension tile and drag it to one of the other dimension boxes To access the member select panel and to define a member for a query double click a dimension tile Member Select Select members that you want to display in the rows of the spreadsheet report To select a member right click the member and select Add to Selection Rules Y
152. e worksheet do not correspond to database member names When Essbase is unable to resolve text in the worksheet the message shown in Figure 94 is displayed Figure 94 Essbase Unknown Member Message Essbase Message C The sheet contains an unknown member Market wy This item will be ignored when you retrieve data from the server There may be additional cells that contain unknown database members Do you want to display additional unknown members in this retrieval In this example the first unknown member detected is Market in cell A1 Essbase does not recognize the colon that follows Market in the cell If you click Yes Essbase displays the next unknown member if you click No Essbase continues with the retrieval Note If you work with formatted worksheets often you may want to configure Essbase so that this message is not displayed See Pivoting Data on Formatted Worksheets on page 114 Click No to close the dialog box and continue with the retrieval Essbase retrieves new data but retains the formatting and formulas in the worksheet The result is shown in Figure 95 Performing Advanced Retrieval Tasks 113 Figure 95 Result of Retrieving on a Formatted Worksheet Market Central The Beverage Company Product 200 Planning Dept Scenario Budget Jan Feb Mar leita Sales Mvissing HAvissing lissing D 0 00 210 210 210 630 0 07 300 310 320 930 11 05 510 520 530 1560 18 53 1170 1180 1200 3
153. eady be connected to the Sample Basic database If you are not connected follow the steps in Connecting to a Database on page 30 Select Essbase then Retrieve Drill down double click on Measures and Product in cells B1 and C1 respectively Press and hold down the Alt key and in cell E1 drill down double click on Scenario Figure 24 shows the spreadsheet view before pivoting Figure 24 View Before Pivoting 1 Market 2 Actual Budget Variance Variance Scenario 3 100 Profit Year 30468 41940 11472 27 35336195 30468 4 Inventory Year 29448 31590 2142 6 780626761 29448 5 Ratios Year 57 27286145 57 6240049 0 351123447 0 609335377 57 27266145 6 Measures Year 30468 41940 11472 27 35336195 30468 z 200 Profit Year 27954 35950 7996 22 24200278 27954 8 Inventory Year 33000 31090 1910 6 143454487 33000 9 Ratios Year 55 53966595 57 46674162 1 927075664 3 353375551 55 53966595 10 Measures Year 27954 35950 7996 22 24200276 27954 111300 Profit Year 25799 29360 3561 12 12674659 25799 12 Inventory Year 28665 27140 1725 6 355932203 28865 13 Ratios Year 54 23795671 57 13950487 2 901548161 5 07680071682 54 23795671 14 Measures Year 25799 29360 3561 12 12874659 25799 15 400 Profit Year 21301 22130 829 3 746046091 21301 5 In cell C3 select Year and select Essbase then Pivot Essbase pivots the Year dimension to a column group next to Market above the Scenario members see Figure 25 Figure 25 Result of
154. ecause these members do not have underlying children Figure 45 Styles Applied to Parent Members Measures Product Market Scenario 12 Jan 8024 3 Feb 8346 4 Mar 8333 5 Qtt 24703 6 Qtr2 27107 Qtr3 27912 Qtr4 25800 8 9 Year 105522 Bwohnrd Pe y 10 Applying Styles to Dimension Members In addition to applying styles to parent members as you did in the previous exercise you can also apply styles to members of a dimension in a database Applying styles to dimensions makes it easy to view the various dimension members in Spreadsheet Add in To apply styles to dimensions Select Essbase then Options and select Style In Dimensions select Year Select Cell Border to create a border around each cell that contains a member from the selected dimension From Background Color select Yellow Figure 46 Selecting a Background Color from the Style Page Essbase Options x Display Zoom Mode Style Global Members Attribute m Sample IV I Child Shared Parent m Dimensions Dimension IV I Measures I Product IV Cell Border Background Color B Yellow Format m Sample zi Format Sample r Connection Information Poplar S ample B asic Click Format to the right of Dimensions The Font dialog box is displayed From Font style select Bold and click OK An example of the selected style is displayed
155. ed in the database according to the structure defined in the outline outline synchronization For partitioned databases the process of propagating outline changes from one database to another database P amp L accounts P amp L Profit and loss accounts Refers to a typical grouping of expense and income accounts that comprise a company s income statement page A display of information in a grid or table often represented by the Z axis A page can contain data from one field derived data from a calculation or text page file Essbase data file page heading A report heading type that lists members represented on the current page of the report All data values on the page have the members in the page heading as a common attribute page member A member that determines the page axis palette A JASC compliant file with a PAL extension Each palette contains 16 colors that complement each other and can be used to set the dashboard color elements parallel calculation A calculation option Essbase divides a calculation into tasks and calculates some tasks simultaneously parallel data load In Essbase the concurrent execution of data load stages by multiple process threads 220 Glossary parallel export The ability to export Essbase data to multiple files This may be faster than exporting to a single file and it may resolve problems caused by a single data file becoming too large for the operating system to handle parent ad
156. ed member in MaxL DML A member designed for analytical purposes and defined in the optional WITH section of a MaxL DML query calculation The process of aggregating data or of running a calculation script on a database Calculation Manager A module of Performance Management Architect that Planning and Financial Management users can use to design validate and administrate business rules in a graphical environment calculation status A consolidation status that indicates that some values or formula calculations have changed You must reconsolidate to get the correct values for the affected entity calendar User defined time periods and their relationship to each other Q1 Q2 Q3 and Q4 comprise a calendar or fiscal year cascade The process of creating multiple reports for a subset of member values 208 Glossary Catalog pane Displays a list of elements available to the active section If Query is the active section a list of database tables is displayed If Pivot is the active section a list of results columns is displayed If Dashboard is the active section a list of embeddable sections graphic tools and control tools are displayed categories Groupings by which data is organized For example Month cause and effect map Depicts how the elements that form your corporate strategy relate and how they work together to meet your organization s strategic goals A Cause and Effect map tab is automatically created for each Str
157. ee Figure 194 198 Drill Through Tutorial Figure 194 Select Data Filters Dialog Box Select Data Filters MEASURES CHILD SCENARIO SCENARIO Time TRANSDATE SALES AMOUNT Default Default filter Nil E E If a filter is attached to the column it is displayed in the Condition column The full string of the filter is displayed in the lower Condition text box 2 With MEASURES CHILD selected click Add condition The Set Filter on Column dialog box is displayed see Figure 195 Figure 195 Set Filter on Column Dialog Box Set Filter On Column CHILD 3 From Column select CHILD The column displayed in the Column drop down list is the one that you selected in step 1 on page 198 Filtering Data 199 4 From Operator select lt gt which represents not equal to Note You can select multiple values at one time only if you have selected In or Not In as the filter operator For more information on filter operators see the Drill through Help section of Oracle Essbase Spreadsheet Add in Online Help 5 Click Browse next to Condition to open Select Filter Values from the List which lists all possible values for that column The Select Filter Values from the List dialog box is displayed Note Integration Services retrieves these values directly from the relational data source If the relational data source contains many values Integration Services confirms if you want to view th
158. eled and you can even perform ad hoc currency conversions of data directly from the spreadsheet The Currency Conversion product is compliant with Financial Accounting Standards Board 52 FASB52 For more information on conversions see Working with Currency Conversions on page 167 Integration Services Oracle Essbase Integration Services works with Essbase and Excel This product is a suite of tools and data integration services that serve as a bridge between relational flat file and SAP BW data sources and Essbase Server Integration Server drill through is one of the tools of Integration Services Using Integration Server drill through you can view and customize spreadsheet reports that display data retrieved from relational databases For more information on the drill through tool see Chapter 4 Drill Through Tutorial Developer Products Essbase developer products enable the rapid creation management and deployment of tailored enterprise analytic applications with or without programming knowledge The products for example Application Builder and Oracle s Hyperion Application Builder for NET provide a comprehensive set of application programming interfaces drag and drop components and services Data Mining Data Mining reveals hidden relationships and patterns in your data enabling you to make better business decisions Using Data Mining you can plug in various data mining algorithms build models and then ap
159. em all before it retrieves them from the data source 6 In Select Filter Values from the List select Misc see Figure 196 and click OK Figure 196 Selecting Filter Values from the List Select Filter Values from the List x OK Ending Inventory Inventory Help Margin Margin Marketing Opening Inventory Payroll Profit Profit Profit per Ounce Ratios Sales Total Expenses The Set Filter On Column dialog box is displayed 7 In Set Filter On Column click Add to add the condition to Filters Note For information on using multiple filter conditions see the Drill through Help section of Oracle Essbase Spreadsheet Add in Online Help 200 Drill Through Tutorial The Set Filter on Column dialog box should look like Figure 197 Figure 197 Defining a Filter for a Column Set Filter On Column CHILD x Filters Column Operator Condition fomo He Af ed Add Type C And Or Filters MEASURES CHILD lt gt Misc OK Cancel Help The filter defined above causes all children of Measures except Misc data to show in the drill through report The Add button becomes unavailable after you create the first filter but becomes available when you create another filter In this tutorial you are creating only one filter The And and Or options are used when combining multiple filters The default value is Or which means that Integration Services applies the filter if any of the con
160. ent Figure 175 Sample Spreadsheet File for Drill Through A es ics Low MESSE CAHAR FA al Profit Product EZA Scenario Actual Budget j 3 Jan Feb Mar Qtr Jan Feb Mar Qtrl Jan Feb 4 New York 512 601 543 1656 512 601 1 543 1656 620 710 E57 Massachusetts 519 498 515 1532 519 498 515 1532 470 550 6 Florida 336 361 373 1070 336 361 33 1070 400 450 7 Connecticut 321 309 290 920 321 309 290 920 380 390 8 New Hampshire 44 74 84 202 44 74 84 202 110 130 F9 East 1 732 1843 1 805 5380 1732 1843 1805 5380 2080 2 230 10 West 2 339 2 394 2404 71397 2339 2394 2404 7137 2 980 2 990 111 South 997 1046 1034 3077 997 1046 1034 3077 1330 1 440 12 Central 2 956 3 063 3090 9109 2956 3063 3090 9109 3550 3690 13 Market 8 024 6346 8333 24703 8024 8346 8333 24 703 9940 10 350 14 1414 Pi Market drill Market Detail Measures drill Measures dril2 Z 4 olf The sample file shows data for specific members of an Essbase database This sample file contains these three predefined drill through reports indicated by the tabs of the spreadsheet Market Detail Measures Detail and Product Detail Using drill through you can access these reports and customize them so that Integration Services retrieves only the data that you need and displays it in the desired format 3 Select the Market Detail worksheet 4 Select Essbase then Connect and connect to the appropriate sample database 184 Dr
161. ental regulations As such the use duplication disclosure modification and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract and to the extent applicable by the terms of the Government contract the additional rights set forth in FAR 52 227 19 Commercial Computer Software License December 2007 Oracle USA Inc 500 Oracle Parkway Redwood City CA 94065 This software is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications which may create a risk of personal injury If you use this software in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of this software Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications This software and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services
162. enu to the Excel menu bar and points Excel to the Spreadsheet Add in file essexci1n x11 in HYPERION_HOME products Essbase EssbaseClient bin To load Spreadsheet Add in in Excel In Excel select Tools then Add Ins In Add ins click Browse The Browse dialog box is displayed Locate essexcln x11 and select it The file is in the HYPERION_HOME products Essbase EssbaseClient bin directory where you installed Spreadsheet Add in Click OK twice to close the dialog boxes Loading Spreadsheet Add in in Excel modifies the Windows Registry to point to where the Spreadsheet Add in file is installed Start Spreadsheet Add in If Excel does not contain an Essbase menu see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide gt 1 w ne VY Starting Spreadsheet Add in To use Spreadsheet Add inand begin an Essbase session Start Excel The Essbase menu should be displayed in the Excel menu bar If it is not you may need to use the add in tool to load Spreadsheet Add in see Loading Spreadsheet Add in on page 18 In Excel the Essbase toolbar should be viewable If you do not see the Essbase toolbar see Installing the Essbase Toolbar for Excel on page 19 and Using the Essbase Toolbar on page 20 From the Excel menu bar select Essbase to display the Essbase menu Installing the Essbase Toolbar for Excel In Excel Spreadsheet Add in pro
163. er contains an advanced spreadsheet interpretation engine that scans a worksheet and interprets its content when fulfilling retrieval requests When you construct a report by entering names directly into a worksheet in Advanced Interpretation retrieval mode Essbase interprets the member names and creates a default view that is based on the location of the labels Keep in mind these guidelines when you are working in Advanced Interpretation mode e Precede all member names that consist of numbers with a single quotation mark For example for Product dimension member 100 enter 100 in the worksheet e Ifyou define a report that does not contain all the database dimensions you may need to enter a dummy value such as 0 in the first data cell Essbase overwrites this value with the contents of the database cell upon retrieval Be sure to use a numeric value as the dummy value To construct a free form report in Advanced Interpretation retrieval mode Select File then New or click BI to open a new worksheet Select Essbase then Options and select Mode In Retrieval select Advanced Interpretation the default setting and click OK A WW N e Enter member names and data as shown in Figure 117 Note Ifa member name consists of a number such as 100 you must precede the member name with a single quotation mark for example 100 This rule also applies to member names with spaces between words Figure 117 Creating a New Free Fo
164. eve from the relational data source Decide which columns from the predefined report you need to see e Selecting the display order for columns Change the default display order of columns across the sheet e Selecting a sort order for data Select an ascending or descending sort order for a particular column for example sort a list of store managers in alphabetical order e Selecting data filters Define a filter on a column so that only data meeting certain criteria is retrieved About the Drill Through Wizard 175 Before You Start Before starting the tutorial you should have a working familiarity with the Essbase product through the use of the Spreadsheet Add in interface Review in this guide Chapter 2 Basic Tutorial and Chapter 3 Advanced Tutorial as prerequisite reading A sample Essbase database is the basis for the examples in this tutorial The database administrator creates this sample Essbase database using the sample metaoutline supplied withIntegration Services see Oracle Essbase Integration Services Online Help A sample spreadsheet file Essdt x1s contains a worksheet with the appropriate member intersections for the sample drill through report For more information on the sample database spreadsheet file and drill through report see About the Samples Used in This Tutorial on page 182 If you plan to follow the examples in a live working session check with the person at your organization who install
165. evel data residing in the Essbase database agent An Essbase server process that starts and stops applications and databases manages connections from users and handles user access security The agent is referred to as ESSBASE EXE aggregate cell A cell comprising several cells For example a data cell that uses Children Year expands to four cells containing Quarter 1 Quarter 2 Quarter 3 and Quarter 4 data aggregate function A type of function such as sum or calculation of an average that summarizes or performs analysis on data aggregate limit A limit placed on an aggregated request line item or aggregated metatopic item aggregate storage database The database storage model designed to support large scale sparsely distributed data which is categorized into many potentially large dimensions Upper level members and formulas are dynamically calculated and selected data values are aggregated and stored typically with improvements in overall aggregation time aggregate view A collection of aggregate cells based on the levels of the members within each dimension To reduce calculation time values are pre aggregated and stored as aggregate views Retrievals start from aggregate view totals and add up from there Glossary 205 aggregation The process of rolling up and storing values in an aggregate storage database the stored result of the aggregation process aggregation script In aggregate storage databases only a f
166. ext between the lt esskey gt lt esskey gt identifier or the lt essdisp gt lt essdisp gt identifier which appears after a save operation until the next Retrieve These Formatting the Worksheet 67 68 identifiers appear in the comment field regardless of the Qualified Member Name display settings you make Changing the text between the identifiers may invalidate the worksheet Note that you can enter comments before or after the identifiers and that these comments are retained by Essbase with each retrieval An Example Scenario For this example the member name Albany appears under both the New York and California members in a Market dimension as well as in a Customer dimension With duplicate member name support Essbase can simply display Albany under New York and California in both dimensions Depending on the options you select the qualified member name can be shown as an Excel comment For this example only the Show Qualified Member Names as Comments option has been selected in the Display page of the Essbase Options dialog box In the spreadsheet using the example of the duplicate name Albany if the user hovers over the indicator for Albany New York in the Market dimension the cell comment reads lt esskey gt Market New York Albany lt esskey gt If the user hovers over the indicator for Albany New York in the Customer dimension the cell comment reads lt esskey gt Customer
167. ey both reflect the dimensions Region Year West Feb East Mar direct rate A currency rate that you enter in the exchange rate table The direct rate is used for currency conversion For example to convert balances from JPY to USD In the exchange rate table enter a rate for the period scenario where the source currency is JPY and the destination currency is USD Glossary 211 dirty block A data block containing cells that have been changed since the last calculation Upper level blocks are marked as dirty if their child blocks are dirty that is they have been updated display type One of three Web Analysis formats saved to the repository spreadsheet chart and pinboard dog ear The flipped page corner in the upper right corner of the chart header area domain In data mining a variable representing a range of navigation within data drill down Navigation through the query result set using the dimensional hierarchy Drilling down moves the user perspective from aggregated data to detail For example drilling down can reveal hierarchical relationships between years and quarters or quarters and months drill through The navigation from a value in one data source to corresponding data in another source driver A driver is an allocation method that describes the mathematical relationship between the sources that utilize the driver and the destinations to which those sources allocate cost or revenue duplicate
168. f database designer or higher Contact the Essbase system administrator for more information In Location select Client Figure 59 Query Designer Save As Query Dialog Box eee 3 Click File System The Save As dialog box is displayed see Figure 60 Figure 60 Save As Dialog Box p _ s se feos eal 4 Selecta location and in File name enter Basic1 and click Save As shown in Figure 61 Query Designer displays information about the query that you just saved You use the Basicl query again in Chapter 3 Creating Queries Using Query Designer 77 Figure 61 Query Designer Displaying Query Information Panel Oracle Essbase Query Designer preadsheets Excel Dimensions lt Page i ee Measures FA Profit aR Row i ee Market i00 Region Product i 0 100 All Childre Ss Scenario Oy Actual i ef Available Dimensions w The next topic describes how to apply this query Applying Queries gt To apply a query in Query Designer 1 Inthe navigation panel select Book1 Sheet1 Basic1 2 Right click the Basic1 query and select Apply Query The result of the query is displayed in the worksheet see Figure 62 78 Basic Tutorial Figure 62 Results of a Query Designer Query A B t D l E F G H l J l Budget Actual Budget Actual Budget 2461 2550 2940 3050 3298 3440 2430 2410
169. f the worksheet is shown in Figure 92 Note Depending on how software is installed on your computer the file may not be available or may be located in a different directory Contact the Essbase system administrator for more information Figure 93 A Sample Formatted Worksheet Market Central The Beverage Company Product 200 Planning Dept Scenario Budget Jan Feb Mar elia Sales 5 10 10 25 0 30 200 200 200 600 0 07 1170 1180 1200 3550 42 16 Sa 2740 2820 2860 8420 100 00 Margin 1570 1640 1660 4870 57 84 Profit 1015 1080 1100 3195 37 95 17 Markup 57 3 58 2 58 0 57 8 18 Marketing 12 6 12 4 12 2 12 5 3 Select Essbase then Options and select Display 4 In Cells make sure that Adjust Columns is selected 112 Advanced Tutorial Select Mode In Formula Preservation select Retain on Retrieval to enable Formula Preservation mode Note When Retain on Retrieval is selected there may be a slight delay in retrieval time Click OK By default an Essbase retrieval overwrites the spreadsheet formula with data values in the retrieval area of a worksheet The retrieval process also eliminates formulas in cells outside the retrieval area The Retain on Retrieval option however enables you to define retrievals that do not overwrite formulas in any area of the worksheet Select Essbase then Retrieve to update the worksheet with the latest data values Essbase determines that some text cells in th
170. flow instance contribution The value added to a parent from a child entity Each child has a contribution to its parent controls group Used in FDM to maintain and organize certification and assessment information especially helpful for meeting Sarbanes Oxley requirements conversion rate See exchange rate cookie A segment of data placed on your computer by a Web site correlated subqueries Subqueries that are evaluated once for every row in the parent query created by joining a topic item in the subquery with a topic in the parent query critical business area CBA An individual or a group organized into a division region plant cost center profit center project team or process also called accountability team or business area critical success factor CSF A capability that must be established and sustained to achieve a strategic objective owned by a strategic objective or a critical process and is a parent to one or more actions Glossary 209 crosstab reporting Categorizes and summarizes data in table format The table cells contain summaries of the data that fit within the intersecting categories For example a crosstab report of product sales information could show size attributes such as Small and Large as column headings and color attributes such as Blue and Yellow as row headings The cell in the table where Large and Blue intersect could contain the total sales of all Blue products that are sized Large
171. flow stage instance for both manual and automated stages Taxes Initial Balances Strategic Finance assumes that the Initial Loss Balance Initial Gain Balance and the Initial Balance of Taxes Paid entries have taken place in the period before the first Strategic Finance time period TCP IP See Transmission Control Protocol Internet Protocol TCP IP template A predefined format designed to retrieve particular data consistently text list In Essbase an object that stores text values mapped to numeric identifiers Text Lists enable the use of text measures Glossary 225 text measure A data type that allows measure values to be expressed as text In Essbase a member tagged as Text in the dimension where measures are represented The cell values are displayed as predefined text For example the text measure Satisfaction Index may have the values Low Medium and High See also typed measure text list derived text measure time dimension Defines the time period that the data represents such as fiscal or calendar periods time events Triggers for execution of jobs time line viewer An FDM feature that allows a user to view dates and times of completed process flow steps for specific locations time scale Displays metrics by a specific period in time such as monthly or quarterly time series reporting A process for reporting data based on a calendar date for example year quarter month or week Title bar
172. follows a C In the navigation panel select Scenario Alternatively double click the Scenario tile in the layout panel The members of the Scenario dimension are displayed in the member select properties panel Select Actual right click and select Add to Selection Rules Actual is added to the Selection Rules list box In the same manner add Budget to Selection Rules 8 Select members of the Product dimension as follows a In the navigation panel select Product Alternatively double click the Product tile in the layout panel The members of the Product dimension are displayed in the member select properties panel Select product code 100 right click and select Add to Selection Rules Repeat the process for product codes 200 300 and 400 In Selection Rules select product code 100 right click and then from the shortcut menu choose Select then Children This action selects all children of 100 All Children is displayed next to 100 in the Selection Rules list box see Figure 56 In Selection Rules select product code 400 right click and choose Select then Descendants Creating Queries Using Query Designer 73 All Descendants is displayed next to 400 in the Selection Rules list box Figure 56 Selecting Members of Product 7 Oracle Essbase Query Designer eadsheets Excel Book E Book1 Sheet1 Query Use this member select panel to select a member for the row dimen
173. from the CurName drop down list and Bud xchg from the CurType drop down list Click Apply to apply the settings Select Essbase then Retrieve to refresh the data in the worksheet with the results of the ad hoc conversion In the example shown in Figure 166 Essbase converted the New York and Germany figures to Canadian dollars CAD Figure 166 Performing an Ad Hoc Currency Conversion B Jan Cola Actual Actual BudXChg Budget New York Germany New York Germany New York Germany 4 Sales 1017 186 1017 300 960 190 FET COGS 407 74 407 120 390 80 Margin 611 112 611 180 570 110 7 Marketing 141 24 141 39 120 20 8 Payroll 77 27 77 44 60 20 9 Misc 0 0 0 00 0 Total Expenses 218 51 218 83 180 40 Margin 60 60 60 60 59 58 Profit 39 32 39 32 41 37 Click Clear in Essbase Currency Report to make currency reporting unavailable and return to standard retrieval mode Working with Currency Conversions 171 Performing a currency report retrieval does not change values in the database The process performs a temporary conversion as part of the retrieval Converted data values may not always balance because the ad hoc conversion is performed on values that were previously calculated or previously consolidated in another currency If values must balance and be verified they must be converted to the target currency in the database calculated and retrieved This procedure differs from the ad hoc currency conversion retrievals des
174. g A reporting process based on the attributes of the base dimension members See also base dimension attribute type A text numeric Boolean date or linked attribute type that enables different functions for grouping selecting or calculating data For example because the Ounces attribute dimension has the type numeric the number of ounces specified as the attribute of each product can be used to calculate the profit per ounce for that product authentication Verification of identity as a security measure Authentication is typically based on a user name and password Passwords and digital signatures are forms of authentication authentication service A core service that manages one authentication system auto reversing journal A journal for entering adjustments that you want to reverse in the next period automated stage A stage that does not require human intervention for example a data load axis 1 A straight line that passes through a graphic used for measurement and categorization 2 A report aspect used to arrange and relate multidimensional data such as filters pages rows and columns For example for a data query in Simple Basic an axis can define columns for values for Qtr1 Qtr2 Qtr3 and Qtr4 Row data would be retrieved with totals in the following hierarchy Market Product backup A duplicate copy of an application instance balance account An account type that stores unsigned values that relate to
175. g rectangle The required perimeter that encapsulates the Interactive Reporting document content when embedding Interactive Reporting document sections in a personal page specified in pixels for height and width or row per page broadcast message A simple text message sent by an administrator to a user who is logged on to a Planning application The message displays information to the user such as system availability notification of application refresh or application backups Glossary 207 budget administrator A person responsible for setting up configuring maintaining and controlling an application Has all application privileges and data access permissions build method A method used to modify database outlines Choice of a build method is based on the format of data in data source files business process A set of activities that collectively accomplish a business objective business rules Logical expressions or formulas that are created within an application to produce a desired set of resulting values cache A buffer in memory that holds data temporarily calc script A set of commands that define how a database is consolidated or aggregated A calculation script may also contain commands that specify allocation and other calculation rules separate from the consolidation process calculated member in MaxL DML A member designed for analytical purposes and defined in the optional WITH section of a MaxL DML query calculat
176. ga E E AE E S E E eee ar err ee 76 Pe Re ET II A E E E EE EE A TEEN 78 Deleting Queries co4 s46as0 0 Renae a Redes Ee eee Pe Poe 79 Viewing Messages and Confirmations as ps soe geese ese pean ganda exc aiaa JO AGO iurare pce igurieey ieee ceetentauerseses Weeseerscaree st 80 Connecting to Multiple Databases from Query Designer 0 000005 80 Applying Worksheet Options to Query Designer Results TEN TOT TET er oe 8l Selecting Members ver T sead sopi aves pas sea ieee need Seps srad Be Davie aie DP ONNOCIAE ines 5405509 4 4 eee a eee ged ees gees e Br Oh E EE oes aks gees ede tee scaueseueeed 90 Disconneciime from Essbas 2 nosis ie sdeh ies oui ndeeeeevsdeaeeerssenes 90 Logging HI co24esesasetddsees ye eeeeaeeoseeese tet eesee beedeaseeese Al On to Advanced Tasks peadateewdads ARRISERA TEER ere 91 Chapter 3 Advanced WON oioso4 66 Pei ded seabed ieee ei ngs 044814488 ib riip kka ipa 93 About the Advanced Tutorial Senate s seeunees eee bes Reeders es sees phi lt 93 Connecing toa DaDa as fo ks oe te ortie eind Enia RE e EEA 93 Setting Essbase Opie ia vive reterii Poe siee avdeu sound INDON RESES reer 95 Performing Advanced Retrieval Tasks ver cea abe or Scetanee krii 99 Ua Di ee ee EE ee ee eee aeaa OO POA ac ade s kay sake sees es lew eeues ehve eens uy sakes ences 104 Retrieving Data into Asymmetric Reports csi cidede wigaeegeesdasode ene de 107 Drilling Down to a Sample of Members
177. get 3 Qtr1 24703 30580 23 410284111 4 Qtr2 27107 32870 5 jot 27912 33980 6 Qtr 25800 31950 i Year 105522 129380 8 9 10 11 Select Essbase then Options and select Mode 12 In Formula Preservation select Retain on Zooms and click OK 13 In cell A3 drill down double click on Qtr1 Essbase drills down on Qtr1 and moves the formula down with the Qtrl member The result is shown in Figure 101 Figure 101 Result of Drilling Down with Retain on Zooms Enabled 1 Measures Product Market 2 Actual Budget 3 Jan 8024 9940 4 Feb 8346 10350 5 Mar 8333 10290 6 Qtr1 24703 30580 23 410284111 7 Qtr2 27107 32870 8 ata 27912 33980 9 Qtr4 25800 31950 10 Year 105522 129380 11 14 Select Essbase then FlashBack 15 Select Essbase then Options and select Mode 16 In Formula Preservation select the Formula Fill and click OK 17 In cell A3 drill down double click on Qtr1 118 Advanced Tutorial 18 Essbase drills down on Qtr1 and replicates the formula for each member of Qtr1 Jan Feb and Mar To view the replicated formulas click in cells D3 D4 D5 and D6 and look at the new syntax in the spreadsheet formula bar The result is shown in Figure 102 Figure 102 Result of Drilling Down with Formula Fill Enabled 1 Measures Product Market 2 Actual Budget 3 Jan 8024 9940 29 60121002 4 Feb 8346 10350 29 9011178 5 Mar 8333 10290 32 29844961 6 Qtr1 24703 30580 23 41028411 i Qtr2 27107
178. gging Off Essbase provides two administrative features that control user connections e Forced Logout where an administrator disconnects users at any point in time This logout usually occurs when maintenance operations are performed on databases e Auto Logout where Essbase automatically disconnects users that are inactive for a timed interval specified by an administrator On to Advanced Tasks Now that you have completed the basic tutorial you are ready to move on to more complex tasks In the next tutorial you use the sample spreadsheet files to perform advanced tasks in Spreadsheet Add in On to Advanced Tasks 91 92 Basic Tutorial Advanced Tutorial In This Chapter About The AGvanced TUONA wisissinses netiaaiiirieiiiic nada cas A SR Mat Deas 93 Peronning Advanced Retrieval TASKS ic ccts sa cenctiva ance endincanss ceeds wadinedins ban AAA neds waded essa Res 99 Veme Mined REDOING CIMEDIS ciicinc nuke chinensis sokeiatedeanuddeadbeedieantdunlenenneibeatahaie edieddeaealelddubnnatsa 144 Cornrectiia te Multiple Databases OPWona aceiren avian pesbibsiumencuaddee even pesdiiemeie 156 Ways to view Active Database COmmectOnSexcis2icy cvsnnionietdetaveaiey cesdbeeeieienenisiabey pong vasddieasdtadas 157 potess MONS TOR DIMES FAM OM asise e a EIE EIAS OEE EIE 158 rete Daa GA ESSO RSS SEE ie aaan E aa a a EE EEIE 159 Database CaleulaNO Msense AE AAAA RO OA ai 162 Creatine Mut he WOKS GATS MON DAA sorsra ii E S EENS RE E E Mea n
179. has the source as one of its destinations reconfigure URL URL used to reload servlet configuration settings dynamically when users are already logged on to the Workspace record In a database a group of fields making up one complete entry For example a customer record may contain fields for name address telephone number and sales data 222 Glossary recurring template A journal template for making identical adjustments in every period recurring time event An event specifying a starting point and the frequency for running a job redundant data Duplicate data blocks that Essbase retains during transactions until Essbase commits updated blocks regular journal A feature for entering one time adjustments for a period Can be balanced balanced by entity or unbalanced Related Accounts The account structure groups all main and related accounts under the same main account number The main account is distinguished from related accounts by the first suffix of the account number relational database A type of database that stores data in related two dimensional tables Contrast with multidimensional database replace A data load option that clears existing values from all accounts for periods specified in the data load file and loads values from the data load file Ifan account is not specified in the load file its values for the specified periods are cleared replicated partition A portion of a database defined through P
180. he Linked Objects Browser dialog box displays the URL that is linked to the selected data cell In Linked Objects Browser select the URL see Figure 152 Figure 152 Accessing a Linked URL Linked Objects Browser Kcostedo1 Sample Interntl x Member Combination oras ales Colas E ast Budget Linked Objects bet Type obea Devcipien inked Opec ord obec oes URL Oracle home page http www oracle com tbe L Attach View Launch Delete Help Close Click View Launch to view the linked URL Essbase checks the syntax ofthe URL If there are syntax errors Essbase displays an error message If the URL syntax is correct the default Web browser launches and connects to the specified site In this case the syntax for the URL is correct so the default Web browser launches and connects to the Oracle Web site Close the Web browser To edit the URL In Linked Objects Browser select the URL Click Edit Using Linked Reporting Objects 155 The Edit URL dialog box is displayed with the selected URL listed in the Location text box see Figure 153 Figure 153 Preparing to Edit the Contents of a Linked URL Member Combination Qtr3 Sales Colas East Budget Location http www oracle com URL Description Cancel z Help 3 Edit the URL location and description as shown in Figure 154 Figure 154 Editing the Contents of a Linked URL Member Combination oras ales Colas East Budget
181. he navigation panel As you create a query or make changes to an existing query the changes are reflected in the navigation panel To view a dimension or a member of an open query click on the specific dimension or member in the query outline that is displayed in the navigation panel Selected members are displayed in the member selection panel on the right You can also revise an existing query in the member selection panel For example you can delete a member or add a member to the query by selecting a member in the navigation panel and making the appropriate changes in the properties panel Note Files created using the obsolete Retrieval Wizard feature can be opened in Query Designer If however a query contains more than two member filters per selection rule or more than two data restrictions the member filters may be out of order To ensure correct results rearrange the member filters in the navigation panel if necessary For complete information on Query Designer options see Oracle Essbase Spreadsheet Add in Online Help Caution Manipulation of worksheets in VBA such as naming worksheets or moving worksheets may not work when Query Designer is running Creating Queries To create a query using Query Designer Select Essbase then Query Designer Essbase displays the Query Designer welcome panel In the navigation panel select Book1 Sheet1 right click and select New then Query The layout panel of Query Designe
182. iases for Member Names An alias is alternate name for a database member You can create reports that use the database member name which is often a stock number or a product code or an alias name which can be more descriptive Aliases are defined by the Essbase application designer Each database can contain one or more alias tables For example members of Product in the Sample Basic database are defined as codes such as 100 and 200 A descriptive alias for each member of Product such as Colas and Root Beer is defined in an alias table In some cases alias names may vary depending on the combination of other database members For example a Product member may have a different alias for each market in which it is sold See Oracle Essbase Spreadsheet Add in Online Help and Oracle Essbase Database Administrator s Guide ao fF woN eB yV To display the alias of a member rather than its database name In cell C2 double click the secondary mouse button to drill up on Actual Select Essbase then Options and select Display In Aliases select Use Aliases to display member aliases Under Alias select Default see Figure 48 Figure 48 Enabling Aliases in the Essbase Options Display Page Essbase Options a Display Zoom Mode Style Global r Indentation C None C Subitems Totals r Replacement m Suppress P Missing Rows I Zero Rows I Underscore Characters r Cells IV Use Styles IV Adjust
183. ies In Chapter 2 you learned to use Query Designer to define a dimensional layout and to select members to view Query Designer also provides a powerful tool to define conditional retrievals Note If you skipped the tutorial in Chapter 2 follow the steps in Creating Queries Using Query Designer on page 69 to create and save the Basicl query To become familiar with the capabilities of Query Designer work with the query Basicl that you saved in Chapter 2 and perform these steps Select Essbase then Query Designer The query information panel of Query Designer is displayed In the navigation panel select Book1 Sheet1 Right click and select Open Query The Open Query dialog box is displayed From the location that you specified in Chapter 2 select the Basic1 file Click OK The member selection displayed in the properties panel remains unaltered from the last Query Designer session From the navigation panel select Data Filtering Essbase displays the data filter settings in the data filter panel see Figure 84 The filter controls the number of data rows that are retrieved The number is based on the column criteria that you define You can define data filtering criteria on data values that reside in one or more columns of the view Advanced Tutorial Figure 84 Data Filter Panel Oracle Essbase Query Designer BE a Market Use this data filter panel to retrieve R p m H Region d
184. il all members and descents of the Product dimension whose names begin with the letter D are selected Click Close to close Find Member Click Diet Cream once to clear all other selected members and descendants and click Add Colas and the new selection Diet Cream are displayed in the Rules list box In Essbase Member Selection select Colas in Rules right click and from the shortcut menu select All Children and Member All Children and Member are displayed next to Colas in the Selection Rules list box In Selection Rules select Colas All Children and Member and right click From the shortcut menu select Subset The Subset Dialog box where you can further define conditions for the selected member is displayed see Figure 69 You can define a maximum of 50 conditions in the Subset Dialog box In Subset Dialog from the list on the left select Caffeinated From the list in the middle select Is From the list on the right select Caffeinated_True Click Add as AND Condition Caffeinated Caffeinated_True is displayed in the Conditions list box see Figure 69 Figure 69 Subset Dialog Box Before Adding Conditions Subset Dialog x Select member Colas and its children where OK Caffeinated 7 fis Caffeinated True Cancel Add as OR Condition is a i Help Conditions Remove Item Add Add Hemave J Caffeinated Caffeinated True Remove AIM J Preview When you use
185. ild entities consolidating into parent entities implied share A member with one or more children but only one is consolidated so the parent and child share a value import format In FDM defines the structure of the source file which enables the loading ofa source data file to an FDM data load location inactive group A group for which an administrator has deactivated system access inactive service A service suspended from operating INACTIVE status Indicates entities deactivated from consolidation for the current period inactive user A user whose account has been deactivated by an administrator income account An account storing periodic and year to date values that if positive increase net worth index 1 A method where Essbase uses sparse data combinations to retrieve data in block storage databases 2 The index file index cache A buffer containing index pages index entry A pointer to an intersection of sparse dimensions Index entries point to data blocks on disk and use offsets to locate cells indexfile An Essbase file storing block storage data retrieval information residing on disk and containing index pages index page A subdivision in an index file Contains pointers to data blocks input data Data loaded from a source rather than calculated Install_Home A variable for the directory where EPM System products are installed Refers to one instance of an EPM System product when multiple applica
186. ile that defines a selection of aggregate views to be built into an aggregation alias An alternative name For example for a more easily identifiable column descriptor you can display the alias instead of the member name alias table A table that contains alternate names for members alternate hierarchy A hierarchy of shared members An alternate hierarchy is based upon an existing hierarchy in a database outline but has alternate levels in the dimension An alternate hierarchy allows the same data to be seen from different points of view ancestor A branch member that has members below it For example the members Qtr2 and 2006 are ancestors of the member April appender A Log4j term for destination application 1 A software program designed to run a specific task or group of tasks such as a spreadsheet program or database management system 2 A related set of dimensions and dimension members that are used to meet a specific set of analytical and or reporting requirements application currency The default reporting currency for the application area A predefined set of members and values that makes up a partition arithmetic data load A data load that performs operations on values in the database such as adding 10 to each value artifact An individual application or repository item for example scripts forms rules files Interactive Reporting documents and financial reports Also known as an object assemblies I
187. ill Through Tutorial Note A specific sample database for drill through is not automatically provided with Integration Services or Essbase Contact the person at your organization who installs Integration Services to set up a database for you Select Essbase then Options and select Style In Data Cells select Integration Server Drill Through and click Format The Font dialog box is displayed Select Bold Italic from Font style Select Blue from Color and click OK to return to Essbase Options Figure 176 Font Dialog Box Selection Font Font ms Sans Serif MS Serif FP News Gothic T News Gothic Condens Nimrod Onyx F Perpetua Effects _ Sample I Strikeout T Underline eel dats Color HB Blue Script Westem z In the Essbase Options dialog box an example of the selected style is displayed in the Sample box Figure 177 shows how the Essbase Options Style page looks with the style for drill through cells defined Accessing Drill Through Reports from the Spreadsheet 185 Figure 177 Sample Style for Drill Through Data Cells Essbase Options x Display Zoom Mode Style Global Members m Dimensions Measures Product hal Gell Border Background Color None z Foret Data Cells m Sampl F Linked Objects ee Palntegration Server Drill Through fnlegratian Serv Format m Connection Information Isqal
188. imension likely to contain data for every combination of dimension members For example time dimensions are often dense because they can contain all combinations of all members Contrast with sparse dimension dependent entity An entity that is owned by another entity in the organization derived text measure In Essbase Studio a text measure whose values are governed by a predefined rule expressed as a range For example a derived text measure called Sales Performance Index based on a measure Sales could consist of the values High Medium and Low This derived text measure is defined to display High Medium and Low depending on the range in which the corresponding sales values fall See also text measure descendant Any member below a parent in the database outline In a dimension that includes years quarters and months the members Qtr2 and April are descendants of the member Year Design Report An interface in Web Analysis Studio for designing custom reports from a library of components destination Within a Profitability and Cost Management assignment the destination is the receiving point for allocated values destination currency The currency to which balances are converted You enter exchange rates and convert from the source currency to the destination currency For example when you convert from EUR to USD the destination currency is USD detail chart A chart that provides the detailed information
189. in 900 970 1000 620 3690 Marketing 160 160 170 120 610 Payroll 60 60 60 110 290 Misc Missing Missing Missing Missing Missing Total Expenses 220 220 230 230 900 Profit 680 750 770 590 2790 Year Sales 5970 Year Margin 61 61 Now update the EssCell functions to retrieve data for a different state Change the contents of cell A2 from Texas to Florida The values in cells B16 and B17 are updated as soon as you update the cell The update occurs because Excel has recalculated the worksheet if you have configured Excel to calculate changes automatically The remaining data cells do not change To completely update the worksheet you must retrieve data from the server Figure 109 Updating the EssCell Function 124 Advanced Tutorial atl Qtr2 Qtr3 Qtr4 Year Sales 1460 1560 1630 1320 5970 COGS 560 590 630 500 2280 Margin 900 970 1000 820 3690 Marketing 160 160 170 120 610 Payroll 60 60 60 110 290 Misc Missing Missing Missing Missing Missing Total Expenses 220 220 230 230 900 Profit 680 750 770 590 2790 Year Sales 5030 Year Margin 60 04 Tip If the worksheet contains many EssCell functions change the spreadsheet to manual calculation mode This change prevents the cells that contain EssCell functions from calculating until you retrieve data or calculate the worksheet manually For more information on manual calculation mode see the Excel documentation Select Essbase then Retrieve to update the report Essbase
190. in the Sample box From the list of dimensions select Measures and from Background Color select Fuchsia From the list of dimensions select Product and clear Cell Border From Background Color select Aqua Scroll down the list of dimensions and select Market Formatting the Worksheet 59 60 11 12 13 14 15 16 17 18 Basic Tutorial Select Cell Border and click Format to the right of Dimensions When Fontis displayed from Font style select Italic and click OK From the list of dimensions select Scenario and from Background Color select Red Click Format and from Background Color select White Click OK twice to return to the worksheet Note When you define styles your choices are saved to the Windows Registry on your local computer You can define one set of styles per database In cell D1 drill down double click on Market Press and hold down the Alt key and drill down double click on Scenario in cell E1 Select Essbase then Retrieve to refresh the worksheet Essbase redisplays the worksheet and implements the newly defined styles For example members of the Scenario dimension are displayed with a red background Figure 47 Dimensions with Styles Applied 1732 2080 346 16 7306 1732 1843 2230 307 17 3543 1843 1805 2190 385 17 5799 1805 5380 6500 1120 17 2308 5380 6499 7550 1051 13 9205 6499 6346 7550 1204 15 947 6346 5936 6790 854 12 5773 5936 24161 28390 4
191. ing source data into the target system Typically there is one FDM data load location for each source file loaded to the target system dataloadrules A set of criteria that determines how to load data from a text based file a spreadsheet or a relational data set into a database data lock Prevents changes to data according to specified criteria such as period or scenario data mining The process of searching through an Essbase database for hidden relationships and patterns in a large amount of data data model A representation of a subset of database tables data value See cell database connection File that stores definitions and properties used to connect to data sources and enables database references to be portable and widely used date measure In Essbase a member tagged as Date in the dimension where measures are represented The cell values are displayed as formatted dates Dates as measures can be useful for types of analysis that are difficult to represent using the Time dimension For example an application may need to track acquisition dates for a series of capital assets but the acquisition dates span too large a period to allow for feasible Time dimension modeling See also typed measure Default Currency Units Define the unit scale of data For example if you select to define your analysis in Thousands and enter 10 this is interpreted as 10 000 dense dimension In block storage databases a d
192. ion pinboard One of the three data object display types Pinboards are graphics composed of backgrounds and interactive icons called pins Pinboards require traffic lighting definitions pins Interactive icons placed on graphic reports called pinboards Pins are dynamic They can change images and traffic lighting color based on the underlying data values and analysis tools criteria pivot The ability to alter the perspective of retrieved data When Essbase first retrieves a dimension it expands data into rows You can then pivot or rearrange the data to obtain a different viewpoint planner Planners who comprise the majority of users can input and submit data use reports that others create execute business rules use task lists enable e mail notification for themselves and use Smart View planning unit A data slice at the intersection of a scenario version and entity the basic unit for preparing reviewing annotating and approving plan data plot area The area bounded by X Y and Z axes for pie charts the rectangular area surrounding the pie plug account An account in which the system stores any out of balance differences between intercompany account pairs during the elimination process post stage assignment Assignments in the allocation model that are assigned to locations in a subsequent model stage POV point of view A feature for setting data focus by selecting members that are not already assigned to row
193. ion of the Data window and drop it on the Row shelf placing it to the right of Region When you draga generation toa shelf all generations that are ancestors of the selected generation are automatically included in this placement However if you press and hold down the Control Ctrl key while dragging a generation to a shelf only that specific generation is included in the placement 142 Advanced Tutorial 10 To ignore the Diet Drinks alternate rollup in this analysis right click Category in the Row shelf and select Filter Diet Drinks is an alternate rollup that contains shared members You can deselect it from the query so that members that are already shown are not redisplayed 11 In Filter clear the Diet Drinks member and click OK 12 Expand Category on the Row shelf 13 Review the visual worksheet As shown by the dark green bars in Figure 136 Colas in the East is the most consistently profitable product based on sales Figure 136 Bar Chart Showing Product 100 10 East as Most Profitable by Sales Oracle Essbase Visual Explorer Book2 File Edit view Format Data Analysis Table Bookmark Window Help gt Ole amp gee se a a Fl gt l o foe o S SS Data Pages 7 Columns Quarter E Kcostedo3 Sample Basic E Rows v Cate Eind 5 l Regi gory EEO y Filters X Qtri Q
194. ioning option enables you to define areas of data that are shared or linked between data models Partitioning can affect the performance and scalability of Essbase applications Partitioning provides more effective response to organizational demands reduced calculation time increased reliability and availability and incorporation of detail and dimensionality For more information on partitions see Access Methods for Linked Partitions on page 158 Essbase Structured Query Language Interface SQL Interface enables access to structured query language SQL relational databases by making Essbase Server operate as an open database connectivity client Using SQL Interface data can Essbase Application Products 9 10 be moved easily from these diverse corporate data sources into Essbase Server for user access and analysis For more information see the Oracle Essbase SQL Interface Guide Essbase Application Programming Interface Essbase Application Programming Interface API enables application developers to create custom applications quickly by using standard tools while taking advantage of the robust data storage retrieval and manipulation capabilities of Essbase API supports Visual Basic and C For more information on application programming see the Oracle Essbase API Reference Essbase Currency Conversion Essbase Currency Conversion translates analyzes and reports on foreign financial data Any exchange rate scenario can be mod
195. is displayed see Figure 78 Figure 78 Essbase System Login Dialog Box Server Localhost Ooa Username KJensn Cancel Password pooo Help hange Password Application D atabase Update Hote Note To complete the steps that follow you need to know the name of the Essbase Server your user name and your password If you do not have this information contact the Essbase system administrator 2 From Server select the server to access or enter the name of the server 3 Enter your user name 4 Enter your password Note You can change your password when you are connected to a server See Changing a Password Optional on page 32 5 Click OK to connect to the server Essbase displays a list of available application and database pairs in the Application Database list box An instance of Essbase Server enables simultaneous access to multiple applications An application can contain multiple databases Only the databases to which you have security access are displayed in the list For this tutorial you use the Sample Basic database If the Sample Basic database was installed as part of the Essbase installation it is shown in the list If Sample Basic is not shown in the Application Database list box ask the Essbase system administrator to install it 94 Advanced Tutorial 6 wn pp VY Figure 79 Available Application and Database Pairs Server localhost J Username KJenserl Cancel Password
196. is not available in the Essbase database In the Select Columns and Display Order dialog box you can select which columns you want Integration Services to retrieve from the relational data source From this dialog box you can also specify how the columns are displayed in the resulting report The Available Columns list consists of columns available from the relational data source for this report as defined in Integration Services Console The Selected Columns list box consists of 194 Drill Through Tutorial the columns from the Available Columns list in expanded form You can remove columns from the Selected Columns list to exclude them from the drill through report In this example the columns from the Available Columns list are selected for inclusion in the sample Measures detail report These columns are displayed in expanded form in the Selected Columns list gt To remove one of the selected columns from the drill through report 1 From the Selected Columns list select the MARKET STATE column see Figure 190 Note To select multiple columns in the list that are not adjacent to each other hold down the Ctrl key and select each column To select a range of columns hold down the Shift key and click the first and last columns in the list which also selects all columns in between them Figure 190 Selecting Columns to Remove from the Drill Through Report Report Name Measures detail
197. is the month that you specified as the latest month in the quarter to date Dynamic Time Series Performing Advanced Retrieval Tasks 129 130 13 Figure 114 Result of Specifying Latest Time Period in a Dynamic Time Series B QTD 17573 Year 117405 Year 55 26162827 Year 105522 To close the worksheet select File then Close You do not need to save the worksheet In Advanced Interpretation mode you can also create a report like the one shown Figure 114 by typing the name of the Dynamic Time Series member followed by the name of the latest time period in parentheses for example Q T D May If you are using Free Form retrieval mode you must enter the Dynamic Time Series member enclosed in quotation marks for example Q T D and the latest time period also enclosed in quotes for example May in separate adjacent cells You can also select a Dynamic Time Series member and a latest time period through Query Designer or through Member Selection For more information on Dynamic Time Series see Oracle Essbase Spreadsheet Add in Online Help Using Substitution Variables The Essbase application designer uses substitution variables to define global variables to represent values that are specific to Essbase For example Latest can be a substitution variable representing the latest time period in a Dynamic Time Series Using Administration Services Console the application designer sets substitution variable
198. isplay the new styles in the worksheet Precedence of Overlapping Styles Essbase uses this order of precedence when applying multiple text styles e Linked object cells e Integration Server Drill Through cells e Read only cells e Read write cells e Parent member cells e Child member cells e Shared member cells e Cells containing formulas e Dynamic calculation member cells e Attribute cells e Dimension cells The only way you can apply a background color to data is to define a style for dimensions If dimension styles are defined and the Use Styles setting is turned on a background color is always defined for members of a dimension Formatting the Worksheet 61 62 Basic Tutorial The text styles that you can apply to members dimensions and data cells are hierarchical and determine which characteristics are applied Member styles are at the top of the hierarchy Thus member styles are always applied if styles are turned on Notice that in Figure 47 on page 60 the Qtr1 label in cell B6 is in bold italic navy font and has a yellow background The navy font comes from the style defined for parent members and the yellow background comes from the style defined for Year If you want to see a child member style make sure that the parent member style is turned off If you want to see a shared member style make sure that both parent and child member styles are turned off Removing Styles Optional Styles can be very helpful
199. isplayed in blue bold and italic font Figure 185 Sample File with Drill Through Style Applied D 1 2 New York Massachusetts a Cola Diet Cola Caffeine Free Cola Colas Cola Diet Cola 4 Sales Year 82g 8 a 8 940 Z458 8 5 Cost of Goods Sold Year 2573 8 a 3 573 Pa 6 Margin Year 578 amp a 5 367 735 7 Total Expenses Year Lae Q a 1 869 E0 8 8 Profit Year 299 8 a 3 498 is 8 gt To access the sample drill through report from Spreadsheet Add in 1 Select any drill through cell for example cell G6 see Figure 186 Selecting Drill Through Reports to View or Customize 191 Figure 186 Selecting the Drill Through Cell for the Measures Detail Report 1 2 New York Massachusetts 3 Cola Diet Cola Caffeine Free Cola Colas Cola Diet Cola 4 Sales Year 2797 8 a 8 940 amp 4728 amp 5 Cost of Goods Sold Year 2577 2 a 3 573 782 a 6 Margin Year 4767 2 a 5 367 S7I5N g 7 Total Expenses Year 188I a 1 869 a7 8 8 Profit Year 3438 F a 3 498 4784 0 If Integration Services is not running the drill through process does not launch properly If drill through is not launching properly contact the Essbase system administrator If you are prompted with the Drill Through Login dialog box to connect to Integration Server and the relational data source enter the appropriate connection information The person at your organization who administers Integration Services and develops drill through reports should provide yo
200. issing Missing Marketing 94 2 80 20 Payroll 51 31 40 20 Misc 0 O Missing Missing Total Expenses Missing Missing Missing Missing Margin Missing Missing Missing Missing Profit Missing Missing Missing Missing 4 From HYPERION_HOME products Essbase EssbaseClient client sample open Convert xls 5 Select Essbase then Retrieve The worksheet contains values for Actual and Budget as they are displayed after conversion Figure 163 Retrieving Converted Data Values A B C D E F G 1 Jan Cola 2 Actual Actual BudXChg Budget 3 New York Germany NewYork Germany New York Germany 4 Sales 678 130 2 678 210 640 133 5 COGS 271 52 271 84 260 56 6 Margin 407 78 407 126 380 Marketing 94 1 94 2 80 14 8 Payroll 51 19 51 31 40 14 9 Misc 0 0 0 00 0 10 Total Expenses 145 36 145 58 120 28 11 Margin 60 60 60 60 59 58 12 Profit 39 32 39 32 41 37 The worksheet contains data that is converted to U S dollars Values for New York remain the same but German values are converted Essbase converts the values by using the exchange rates from the Sample Xchgrate database 6 From HYPERION_HOME products Essbase EssbaseClient client sample open Rates xls Connect to the Sample Xchgrate database 8 Select Essbase then Retrieve The portion of the result is shown in Figure 164 Working with Currency Conversions 169 Figure 164 Retrieving Exchange Rates from a Currency Database USD Actxchg P amp L
201. ject for presenting entering and integrating data from different sources for dynamic calculations free form reporting Creating reports by entering dimension members or report script commands in worksheets function A routine that returns values or database members gadget Simple specialized lightweight applications that provide easy viewing of EPM content and enable access to core Reporting and Analysis functionality genealogy data Additional data that is optionally generated after allocation calculations This data enables reporting on all cost or revenue flows from start to finish through all allocation steps generation A layer in a hierarchical tree structure that defines member relationships in a database Generations are ordered incrementally from the top member of the dimension generation 1 down to the child members Use the unique generation name to identify a layer in the hierarchical tree structure generic jobs Non SQR Production Reporting or non Interactive Reporting jobs 214 Glossary global report command A command in a running report script that is effective until replaced by another global command or the file ends grid POV A means for specifying dimension members on a grid without placing dimensions in rows columns or page intersections A report designer can set POV values at the grid level preventing user POVs from affecting the grid If a dimension has one grid value you put the dimension into
202. justments The journal entries that are posted to a child in relation to its parent parents The entities that contain one or more dependent entities that report directly to them Because parents are both entities and associated with at least one node they have entity node and parent information associated with them partition area A sub cube within a database A partition is composed of one or more areas of cells from a portion of the database For replicated and transparent partitions the number of cells within an area must be the same for the data source and target to ensure that the two partitions have the same shape If the data source area contains 18 cells the data target area must also contain 18 cells to accommodate the number of values partitioning The process of defining areas of data that are shared or linked between data models Partitioning can affect the performance and scalability of Essbase applications pattern matching The ability to match a value with any or all characters of an item entered as a criterion Missing characters may be represented by wild card values such as a question mark or an asterisk For example Find all instances of apple returns apple but Find all instances of apple returns apple applesauce applecranberry and so on percent consolidation The portion of a child s values that is consolidated to its parent percent control Identifies the extent to which an entity is
203. ks Applying Styles to Parent Members on page 56 e Applying Styles to Dimension Members on page 59 e Applying Styles to Data Cells Optional on page 60 e Precedence of Overlapping Styles on page 61 e Removing Styles Optional on page 62 For a discussion of the relationships among Essbase database members see Database Outlines on page 12 Applying Styles to Parent Members Each dimension in a database may contain a large number of hierarchical levels As you view data in the worksheet you may not be familiar with all the hierarchical levels of the database outline To indicate which members have underlying children you can apply formatting styles to parent members including those with attributes To apply styles to parent members Select File then New or click ol to open a new worksheet Select Essbase then Retrieve Note You should still be connected to the Sample Basic database If you are not connected follow the steps in Connecting to a Database on page 30 In cell A2 drill down double click on Year Select Essbase then Options and select Style The Style page is available only when you are connected to a database Essbase displays the Style page see Figure 43 Figure 43 Essbase Options Dialog Box Style Page Essbase Options M EGL I Child F Shared v ear IV Measures IM Product I Integration Server Drill Through Read Only
204. ksheet view To remove a data subset from the current worksheet view In cell B7 select Ratios Press and hold Ctrl and in cell B9 select Measures w ne VY Select Essbase then Remove Only Essbase removes data for Ratios and Measures but retains data for Profit and Inventory The result is shown in Figure 34 48 Basic Tutorial Figure 34 Result of Removing a Data Subset 1 Market 2 Qt2 Qtr4 3 100 Profit Actual 7672 7037 4 Budget 10660 10050 5 Inventory Actual 29860 35811 6 Budget 29950 32340 z 200 Profit Actual 7030 7198 8 Budget 8640 9800 9 Inventory Actual 31361 32760 10 Budget 28040 26460 11 500 Profit Actual 6769 6405 12 Budget 7650 7000 13 Inventory Actual 30334 36142 14 Budget 20460 35460 Navigating Through the Worksheet Without Retrieving Data With the Navigate Without Data feature you can perform navigational operations such as pivot zoom in zoom out keep only and remove only without retrieving any data into the worksheet This feature is especially useful when dealing with dynamic calculation members which are usually specified by the application designer By activating Navigate Without Data you are effectively telling Essbase not to calculate values dynamically that is calculate the database at retrieval time while you are creating the spreadsheet report Dynamic calculation is discussed in more detail in Retrieving Dynamic Calculation Members on page 125 To navigate through
205. ksheet as shown in Figure 121 Figure 121 Typing Member Names In a Free Form Report Select Essbase then Retrieve Essbase retrieves data for the members and creates a default view according to the location of the labels Note that in Figure 122 three members were pivoted from row groups to column groups Figure 122 Result of Retrieving in Free Form Retrieval Mode 1 Product COGS Jan East 2 Budget 25901 3 Actual 3007 4 5 Select File then Close to close the worksheet You do not need to save the worksheet To create a report by entering member names and a report script command Selecting File then New or click Bi to open a new worksheet Enter the member names into the blank worksheet as shown in Figure 123 Figure 123 Typing Member Names in a Free Form Report Actual Sales East Jan Feb Marl In cell A3 enter lt IDESCENDANTS Product and press Enter Performing Advanced Retrieval Tasks 135 Figure 124 Typing a Report Script Command in a Free Form Report D Actual Sales East Jan Feb Mar 3 lt DESCENDANTS Product ES l 4 Select Essbase then Retrieve Essbase retrieves data into the worksheet for all descendants of Product and for the members that you entered in the worksheet The result is shown in Figure 125 Figure 125 Result of a Retrieve with a Report Script Command 1 Actual Sales East 2 Jan Feb Mar 3 Cola 1812 1754 1805 4 Diet Cola 200 206 21
206. lect properties panel where you can select a member from the Measures dimension is displayed Note You can select only one member from the dimension in the Page location Creating Queries Using Query Designer 71 72 5 6 Select members of the Year dimension as follows Basic Tutorial In Members select Profit right click and select Add to Selection Rules Profit is displayed in the Selection Rules list box Figure 54 Query Designer Displaying the Member Select Panel ea Oracle Essbase Query Designer eadsheets Excel Book Book1 Sheet1 Query aq Dimensions rs Eas T E Profit Row ab Market d Product Column of Year d Scenario Available Dimensions Caffeinated Base Pre Ounces Base Produc Pkg Type Base Prod Population Base Mar Intro Date Base Proc ZZ Attribute Calculations W Data Filtering f Data Sorting Book1 Sheet2 Book1 Sheet3 issages amp Confirmations v ee Note In Query Designer after you make your selections you do not need to confirm them for example you do not have to click OK If you do not select members from any given dimension Members Measures Profit Inventory Ratios Selection Rules Profit Use this member select panel to select a member for the page dimension You can select only one member per page dimension il i Essbase uses the top member of the dimension
207. lected items Use parentheses for grouping multiple subsetting conditions to determine the order of priority for analyzing the conditions Each item in the Conditions list box can have either the left or right parenthesis but not both In this example Essbase first evaluates members that are less than or equal to 32 ounces and are packaged in a bottle Essbase then evaluates the results from this condition against members that are 12 ounces Note Use the Remove button to remove an individual group of parentheses from a selected item in the Conditions list box Use the Remove All button to remove all parenthetical groupings from the Conditions list box The Subset Dialog box is displayed see Figure 70 Figure 70 Subset Dialog Box After Adding Conditions Subset Dialog 7 Pore a Caffeinated Caffeinated_True AND Ounces Ounces_12 Ounces lt Ounces_32 AND Pkg Type Bottle 28 Click Preview to open Member Preview In the Member Preview dialog box see Figure 71 you can view the resulting member selection from the conditions that you defined Figure 71 Member Selection That Results from Subsetting Conditions Member Preview 29 Click Close to close Member Preview 30 Click OK to close Subset and return to Essbase Member Selection The conditions that you set in the Subset dialog box are displayed in the Rules list box 31 Select Diet Cream and click Move Ite
208. les 63 alternate dimensions See dimensions alternate alternate names See aliases ancestors definition of 14 AND operators 82 API 10 application designer 8 application partitions See linked partitions application programming interface 10 applications databases Sample Basic 17 29 31 94 sample for drill through 182 Sample Interntl 168 Sample Xchgrate 168 applying queries 78 ascending sort order in drill through reports 196 IN Query Designer 105 asymmetric reports definition of 107 pivoting 108 retrieving data into 107 Attach Linked Object dialog box 146 148 150 attaching reporting objects to cells See linking attaching to databases See connecting attributes drill down 37 auditing updates 161 auto logouts 91 Auto Sort Rows option 134 B blank columns 111 rows 111 blocks locking data 159 Boolean operators 82 85 C Calculation command 162 Calculation dialog box 162 calculations database status 162 databases 125 162 Index 229 A B C D E F G H I dynamic 125 reducing calculation time 125 scripts 162 specifying latest time period 128 substitution variables 130 with Dynamic Time Series 128 with EssCell 124 canceling data retrievals 34 Cascade command 163 Cascade Information page 164 Cascade Options dialog box 164 cascading sheets creating table of contents 166 destination 164 format 165 level of detail 164 names 165 output type 164 cell notes acce
209. lick the Market tile in the layout panel The members of the Market dimension are displayed in the member select properties panel In Members select East right click and select View by then Generation To pick the second generation of the Market dimension in Member select Region right click and select Add to Selection Rules Alternatively double click Region to add it to the selection rules Region is displayed in the Selection Rules list box To view the list of members that will be retrieved into the worksheet in Selection Rules select Region right click and select Preview East West South and Central which are members of generation two in Market are displayed in the Member Selection Preview dialog box see Figure 58 Creating Queries Using Query Designer 75 76 gt 1 2 Basic Tutorial Figure 58 Generation Name Selection Member Selection Preview e Click Close to close Member Selection Preview You have now defined a basic query The outline of the query is displayed in the navigation panel The next topic describes how to save this query Saving Queries To save a query in Query Designer In the navigation panel select Book1 Sheet1 Query1 and then right click and select Save Query The Query Designer Save As Query dialog box is displayed see Figure 59 You can save your query to the server or to your own client computer To save to the server you must have a security level o
210. lified name includes the member name and the names of its ancestors up to the level that uniquely defines the member The qualified member name is displayed in this format DifferentiatingAncestor Ancestors Member The number of members in the qualified member name depends on the number of levels needed to uniquely define the duplicate member You can choose to display the qualified member name as a cell comment If a member is a duplicate the cell contains a cell comment indicator Hover over the comment indicator to view the qualified member name You may also opt to display the qualified member name directly on the sheet Note that in the Essbase Member Selection dialog box in the Spreadsheet Add in if duplicate members are selected you can hover over the duplicate member names in the Rules list box to view the qualified member name This is true regardless of the comment settings made in Excel When viewing the qualified member name as a cell comment you will see the qualified member name between the lt esskey gt lt esskey gt identifier for example lt esskey gt East New York lt esskey gt After a Save or Save As operation the qualified member name in the cell comment field is displayed between the lt esskey gt lt esskey gt and lt essdisp gt lt essdisp gt identifiers for example lt esskey gt East New York lt esskey gt lt essdisp gt East New York lt essdisp gt Do not edit the t
211. ll Through Wizard to customize this sample report To customize the sample drill through report 1 InEssdt x1s select the Measures Detail worksheet see Figure 182 Figure 182 Initial Drill Through Report for Measures Detail New York Cola Diet Cola Caffeine Free Cola Colas Sales Year 68940 0 0 6 940 Cost of Goods Sold Year 3573 0 0 3 573 Margin Year 5367 O 0 5 367 Total Expenses Year 1869 0 0 1 869 Profit Year 3498 0 0 b pil Market Detail Measures drill Measures Detail Mea 4 2 Select Essbase then Connect and connect to the appropriate sample database Note A specific sample database for drill through is not automatically provided with Integration Services Contact the person at your organization who installs Integration Services to set up a database for you Select Essbase then Options and select Style to define styles for this sheet In Data Cells select Integration Server Drill Through and click Format The Font dialog box is displayed see Figure 176 on page 185 Note The style for drill through cells may already be set as blue bold and italic because you set the style in the previous exercise If this is the case go to step 7 5 Select Bold Italic from Font style Selecting Drill Through Reports to View or Customize 189 6 Select Blue from Color and click OK to return to Essbase Options In the Essbase Options dialog box an example of the selected
212. ll Through Wizard 6 Click Next to display Select Columns and Display Order see Figure 189 Selecting Drill Through Reports to View or Customize 193 Figure 189 Select Columns and Display Order Dialog Box Select Columns and Display Order x Report Name Measures detail Available Columns Selected Columns MARKET MARKET STATE T PAODUCT PRODUCT SKU SCENARIO SCENARIO SCENARIO Time TRANSDATE Time SALES AMOUNT SALES Move Up gt Move Down iL lt lt ENNEN lt Back Next gt Finish Cancel Help 7 Follow the steps in the topic Selecting and Ordering Columns on page 194 to select and order rows for the customized report Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial gt Optional To execute a predefined drill through report without customizing it in Available Reports select a report and click Execute Integration Services retrieves the data from the relational source and displays the results in a spreadsheet The sheet is added before the current sheet Selecting and Ordering Columns Using the Drill Through Wizard you can customize predefined drill through reports The first task in using the Drill Through Wizard is selecting and ordering columns to retrieve from the relational database These columns contain detailed information that
213. lying styles to 126 Dynamic Time Series defined 128 specifying latest time period 129 130 E Edit Cell Note dialog box 154 Edit menu 35 Edit URL dialog box 156 editing cell notes 153 linked files 153 URLs 155 Enable Hybrid Analysis option in Zoom page Essbase Options dialog box 25 enabling compatibility with Smart View 24 A B C D E F GH I K L Essbase toolbar 19 FlashBack setting 35 mouse actions 23 151 158 Navigate Without Data 49 Essbase architecture 8 Cascade Options dialog box 164 connecting to See connecting Disconnect dialog box 90 disconnecting from See disconnecting intended audience 8 Member Selection dialog box 83 88 Member Selection dialog box from Query Designer 71 menu 19 Options dialog box 25 95 178 products of 9 starting a session 19 System Login dialog box 30 94 toolbar described 20 installing 19 Essbase Application Programming Interface API 10 Essbase Integration Server drill through See drill through EssCell function 122 error messages 125 syntax 123 Excel clearing formats 35 62 mouse actions 23 sample tutorial files 93 exchange rates 168 Execute button 192 executing drill through reports 188 194 expanding data views See drill down expanding formulas when drilling 117 external files 144 F files accessing linked 152 destinations cascaded sheets 164 linking to data cells 145 sample for tutorial 93 filtering data 100 N 0 P Q
214. m Up to change the order in which Diet Cream is displayed in the worksheet Each time you click the Move Item Up or Move Item Down button the selected item and its associated subset conditions move up or down one position in the Rules list box You can move Selecting Members 87 only the top level item the item you added from the Members list box not the individual subset conditions Figure 72 Selecting Members Completed Essbase Member Selection Product E Diet Cream Colas All Children and Member AJ Product 5 Caffeinated Caffeinated_True Colas 3 AND Root Beer 4 Hince Dunces_12 Ounces lt Dunces_32 AND Cream Soda 3 Dark Cream Vanilla Cream ka Type Battle Diet Cream Fruit Soda 3 Diet Drinks 3 i ants MGYE Venn WE Remaye ILE MEMBEnI AI GMTaUGh Moye Ien Wow y Defaut Jo Suppress shared Members By Dynamic lie sees Bj 32 Click Preview to preview the members that will be retrieved in the worksheet The Member Preview dialog box is displayed see Figure 73 Figure 73 Members to be Retrieved in the Worksheet Member Preview 33 After previewing the list click Close 88 Basic Tutorial 34 Click OK to close Essbase Member Selection and insert the new members into the worksheet see Figure 74 Figure 74 Result of Selecting Members Diet Cream 105522 Cola Diet Cola Caffeine Free Cola Note The FlashBack command cannot un
215. meric values Rule 2 A cell that lies within a row or column of Essbase data cannot contain text or numeric values For example in Figure 93 on page 112 the cells in columns B C D and F and rows 6 through 9 and 11 through 14 cannot contain any nondata text or numbers for such values may be overwritten or emptied by the retrieved data These cells can contain formulas however if Formula Preservation options are used For more information on Formula Preservation options see Preserving Formulas When Retrieving Data on page 116 Tip If you need to preserve text in a cell define that text or value as a spreadsheet formula and use the Formula Preservation options Performing Advanced Retrieval Tasks 111 Rule 3 The Pivot command is not available when the Retain on Retrieval option is selected in the Mode page of the Essbase Options dialog box Rule 4 The Pivot command removes all cells that contain text other than database member names Retrieving Data into Formatted Worksheets As part of the default Essbase installation the P amp 1 x1s sample file is provided that illustrates how to retrieve data into a formatted worksheet The sample file illustrates how to retrieve data into a worksheet that contains formatted text formulas and protected cells gt To view the P amp 1 x1s worksheet 1 Select File then Open 2 From HYPERION_HOME products Essbase EssbaseClient client sample open P amp l xls An example o
216. mns Drilling across columns applies only to the top level member of a dimension for example Market or Scenario To drill down on Scenario and retrieve its respective members into columns rather than rows Press and hold down the Alt key Double click Scenario in cell E1 Release the Alt key Essbase displays the data in columns across the worksheet see Figure 16 4 o fF woN ke y Figure 16 Result of Drilling Down on the Scenario Dimension Nested Columns 1 Measures Product i 2 Actual Budget Variance Variance Scenario 3 East Qtr1 5380 6500 1120 17 23076923 5380 4 Qtr2 6499 7550 1051 13 9205298 6499 5 Qtr3 6346 7550 1204 15 9470197 6346 6 Otr4 5936 6790 854 12 57731959 5936 E Year 24161 283590 4229 14 89609017 24161 8 West Qtr 7137 8960 1823 20 34598214 7137 9 Qtr2 7515 9290 1775 19 1065662 7515 10 tra 7939 9870 1931 19 564353637 7939 11 Qtr4 7270 9060 1790 19 75717439 7270 12 Year 29861 37180 7319 19 66531469 29861 Keep this worksheet open but do not save it yet You use this worksheet again in Drilling Up to Less Detail on page 38 You will open a new worksheet to complete the steps in Drilling Down on Attribute Members on page 37 and About Drilling Down on Level 0 Attribute Members on page 38 Drilling Down on Attribute Members You can use the Essbase attribute feature to retrieve and analyze in terms of characteristics or attributes of dimensions F
217. more information on creating the database outline see the Oracle Essbase Database Administrator s Guide The components of the database outline are as follows Dimensions Members Attributes Formulas Aliases Consolidations Refer to these topics for descriptions of the outline components Database Outlines 13 14 Dimensions Dimensions are the most basic categorical definitions of data within the database outline You need at least two dimensions to make any meaningful reference to data for example a time dimension and an accounts dimension Other dimensions may categorize products markets and scenarios Using dimensional organization you can define any consolidation structure or any slice of data that is relevant to the application Essbase supports an unlimited number of dimensions Members Members are the names of the elements within a dimension A dimension can contain an unlimited number of members The calculation reporting and dimension building features in Essbase use these terms to describe members e Parents Members with consolidation branch below them Figure 4 shows an example of Qtr1 as a parent member because below Qtr1 is a branch containing months as members Figure 4 Relationships Among Database Members Database Basic Current Alias Table Default Year Time Active Dynamic Time Series Members H T D T D M T B Dynamic Calc Qtr1 Dynamic Calc Jan Feb Mar Qtr2 Dynamic C
218. move rows and columns to different positions in the worksheet or you may want to tell Essbase to suppress or to retain specific data during data retrievals To help you manipulate worksheet data this section steps you through these procedures e Pivoting Rows and Columns on page 42 e Retaining a Data Subset on page 46 e Removing a Data Subset on page 48 e Navigating Through the Worksheet Without Retrieving Data on page 49 e Suppressing Missing Values Zero Values and Underscore Characters on page 53 Pivoting Rows and Columns With the Pivot command you can change the orientation of worksheet data Use the Pivot command to perform any of these tasks e Move arow group to a column group e Moveacolumn group to a row group e Change the order of row groups e Change the order of column groups To execute the Pivot command use one method e Select the member cell that you want to pivot and select Essbase then Pivot This method applies only to moving a row group to a column group or a column group to a row group e Click in the center of the member cell that you want to pivot press and hold down the secondary mouse button and drag the group to the desired location This method applies to swapping row and column groups and to changing the order within groups To pivot Year data from a row group to a column group Select File then New or click Bi to open a new worksheet Note You should alr
219. multiple files batch POV A collection of all dimensions on the user POV of every report and book in the batch While scheduling the batch you can set the members selected on the batch POV batch processing mode A method of using ESSCMD to write a batch or script file that can be used to automate routine server maintenance and diagnostic tasks ESSCMD script files can execute multiple commands and can be run from the operating system command line or from within operating system batch files Batch files can be used to call multiple ESSCMD scripts or run multiple instances of ESSCMD block The primary storage unit which is a multidimensional array representing the cells of all dense dimensions block storage database The Essbase database storage model categorizing and storing data based on the sparsity of data values defined in sparse dimensions Data values are stored in blocks which exist only for sparse dimension members for which there are values Blocked Account An account that you do not want calculated in the consolidated file because you want to enter it manually book A container that holds a group of similar Financial Reporting documents Books may specify dimension sections or dimension changes book POV The dimension members for which a book is run bookmark A link to a reporting document or a Web site displayed on a personal page of a user The two types of bookmarks are My Bookmarks and image bookmarks boundin
220. n a dimension Click any empty cell and select Essbase then Retrieve or double click an empty data cell Essbase retrieves information on profits for the first quarter of the year for all members of the Product base dimension that are associated with both the level 0 attribute members of the Caffeinated attribute dimension Caffeinated_True and Caffeinated_False and the level 0 member Bottle of the Pkg_Type attribute dimension The results should look like Figure 127 Figure 127 Result of Using Attributes in Free Form Reports A B Cc D E F 1 Caffeinated Bottle Profit Qtri East 2 Scenario 2604 g You can drill down to data on the level 0 attribute members of the Caffeinated attribute dimension The results should look like Figure 128 Figure 128 Drilling Down on Attributes in Free Form Reports A B C D F 1 Bottle Proft trl East 2 Caffeinated_True Scenario 142 3 Caffeinated_False Scenario 2462 4 To drill down further for data on profits for the first quarter for all members of the East base dimension double click cell E1 The results should look like Figure 129 Performing Advanced Retrieval Tasks 137 Figure 129 Result of Drilling Down on East A B C D B ia l Bottle Profit Scenario New York Caffeinated True Year 2050 Caffeinated False Year 6754 Caffeinated Year 4704 Massachusetts Caffeinated True Year 30 Caffeinated False Year 1577 Caffeinated Year 1607 Florida Caffeinated True Year 1727
221. n a search string WITH section In MaxL DML an optional section of the query used for creating re usable logic to define sets or members Sets or custom members can be defined once in the WITH section and then referenced multiple times during a query work flow The steps required to process data from start to finish in FDM The workflow consists of Import loading data from the GL file Validate ensures all members are mapped to a valid account Export loads the mapped members to the target application and Check verifies accuracy of data by processing data with user defined validation rules workbook An entire spreadsheet file with many worksheets Workspace Page A page created with content from multiple sources including documents URL and other content types Enables a user to aggregate content from Oracle and non Oracle sources write back The ability for a retrieval client such as a spreadsheet to update a database value ws conf A configuration file for Windows platforms wsconf_platform A configuration file for UNIX platforms XML See Extensible Markup Language XML XOLAP An Essbase multidimensional database that stores only the outline metadata and retrieves all data from a relational database at query time XOLAP supports aggregate storage databases and applications that contain duplicate member names Y axis scale Range of values on Y axis of charts displayed in Investigate Section For example use a uniqu
222. n a worksheet Essbase opens a new sheet displaying the dimensions in the linked database The user can then drill down those dimensions linked reporting object LRO A cell based link to an external file such as cell notes URLs or files with text audio video or pictures Only cell notes are supported for Essbase LROs in Financial Reporting Contrast with local report object local currency An input currency type When an input currency type is not specified the local currency matches the entity s base currency local report object A report object that is not linked to a Financial Reporting report object in Explorer Contrast with linked reporting object LRO local results A data model s query results Results can be used in local joins by dragging them into the data model Local results are displayed in the catalog when requested locale A computer setting that specifies a location s language currency and date formatting data sort order and the character set encoding used on the computer Essbase uses only the encoding portion See also encoding and ESSLANG locale header record A text record at the beginning of some non Unicode encoded text files such as scripts that identifies the encoding locale location alias A descriptor that identifies a data source The location alias specifies a server application database user name and password Location aliases are set by DBAs at the database level using Administration
223. n large cubes with a focus on data trends or to approximate information in the initial stages Because you query on a sample of the members retrieval is quick Metadata sampling enables you to drill down to a portion of the vast number of members of an Essbase database in a fraction of the time that it usually takes to analyze the entire Essbase database You can view many samples in a small amount of time and make early decisions Later you can follow up with organized data exploration With the introduction of Hybrid Analysis you can store part of an Essbase cube in a relational database Metadata sampling enables you to drill down on all members that you specify whether they reside in Essbase or in an underlying relational database Performing Advanced Retrieval Tasks 109 110 To drill down to a sample of members you must to connect to a server an application and a database Next enable sampling in the Spreadsheet Add in for Excel and set a percentage amount of data to query when drilling down to more detail performing a Zoom In operation Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial To drill down to a sample of members Select Essbase then Sample Data Zoom In to enable sampling A check mark displayed next to the Sample Data Zoom In menu command indicates that sampling is enabled Select Essbase then Options In Essbase O
224. n the Year dimension Generation 2 includes the members for Qtr1 Qtr2 Qtr3 and Qtr4 When the generation name Quarter was created Essbase created a Dynamic Time Series member called Q T D or quarter to date To take advantage of Dynamic Time Series in Spreadsheet Add in choose the latest time period for which you want data in a to date calculation The calculated value of the Dynamic Time Series member is derived when you define the latest time period to be reported In the Sample Basic database for example the level 0 members of the Year dimension are the months of the year Jan Feb Mar and so on If the current month is August and you want to know the sales data for the quarter up to the current month a quarter to date calculation gives you the sales data for the months of July and August y To illustrate the concept of Dynamic Time Series Select File then New or click ol to open a new worksheet Select Essbase then Options and select Zoom In the Zoom In select Next Level Clear Within Selected Group and click OK Select Essbase then Retrieve In cell B1 drill down on double click Measures In cell B2 click Year on O oO FP U N e Enter Q T D in cell B2 and press Enter to specify a predefined Dynamic Time Series member Q T D The result is shown in Figure 112 Figure 112 Entering a Dynamic Time Series Member into a Worksheet 105522 117405 55 26162827 105522 128 Advanced Tutorial 10
225. nd mix analysis e Executive information systems Essbase enables you and others in the organization to share access update and analyze enterprise data from any perspective and at any level of detail without learning new tools query languages or programming skills About Essbase 7 Typical Users of Essbase Essbase can be used in many different applications Financial analysts have found the product to be invaluable in budget analysis currency conversion and consolidation Cost accountants apply its powerful capabilities to evaluate allocation and elimination scenarios Product managers and analysts use it to plan and analyze multiple product lines and distribution channels You can also use the product as a repository database for spreadsheet data Anyone who uses a spreadsheet is a potential user of Essbase Because Essbase is applicable to such a broad variety of environments individuals using it at an organization may fill one or more roles in implementing and running applications This guide refers to specific roles by three titles A role may be performed however by one person or by several people working collaboratively e System administrator Typically has experience in networking installing software packages and administering system functions In addition to installing the Essbase software the Essbase system administrator may also set up Essbase user accounts set up the security system and maintain the Essbase Server
226. ndan ascending or descending order based on column column data values J Year 1 Select a dimension from the ol Qtr Dimension being sorted drop Otr2 down list box OF atra Double click in Column used for OF Gtr sort to create a sort rule x o d Scenario of Actual Dimension being sorted Budget Product Available Dimensions eae Caffeinated Base Prod Ounces Base Product Ordering Column used for sort Pkg Type Base Produc Descending 7 Qtr1 Actual fy Population Base Marke double click to create a new sort rule Fy Intro Date Base Produc 34 Attribute Calculations amp Data Filtering Top 30 Otri Actual lt 500 OR Otri Actual lt Otr2 Acti AND Otri Actual is missini aT Descending Qtrl Actual pas 2 6 Double click on double click to create a new sort rule A new data sorting rule is added The new selection defaults to Qtr1 Actual 7 Click the down arrow next to Qtr1 Actual and select Qtri Budget Observe that the order defaults to Ascending 8 Inthe navigation panel under Data Sorting select Ascending Qtr1 Budget right click and select Delete Sorting Rule The Ascending Qtr1 Budget sorting rule is deleted from the query 9 Inthe navigation panel select Data Sorting right click and select Apply Query Essbase returns the results sorted in descending order for each quarter see Figure 90 106
227. nection information is displayed in the query information panel of the Query Designer only when you open an existing query or create a new query Select Book1 Sheet1 right click and select New then Query to create a new query based on Sample Basic Select Book1 Sheet2 right click and select New then Query to create a new query based on Samppart Company To open an existing query right click and select Open Query You are now ready to create queries or to open existing queries Applying Worksheet Options to Query Designer Results You can apply any of the worksheet options that you previously set from the Essbase Options dialog box to the results of a query created in Query Designer To enable Query Designer to use your previously set worksheet options Select Essbase then Options In Essbase Options select Display Select Use Sheet Options with Query Designer and select OK Select Essbase then Retrieve to refresh the worksheet Essbase displays the results of the query that you created in Query Designer and implements your previously set worksheet options For example in Figure 64 aliases instead of the numeric codes are now displayed for the Product dimension Creating Queries Using Query Designer 81 Figure 64 Results of Query with Options Applied J Budget Actual Budget Actual Budget 3050 3295 3440 2430 2410 645 640 676 660 710 920 616 800 591 770 922 1010 522 660 592 530 562 960 610
228. ns Before you begin the tutorial steps make sure that the worksheet options are set to the initial settings as illustrated in Figure 7 through Figure 10 If the option settings are different the illustrations presented in this chapter may not match the worksheet view Note For information about each option in the Essbase Options dialog box see Oracle Essbase Spreadsheet Add in Online Help To set worksheet options Select Essbase then Options In Essbase Options select Display w ne y Select display options to match those shown in Figure 7 Figure 7 Initial Settings for Display Options Essbase Options 4 Select Zoom 5 Select zoom options to match those shown in Figure 8 Tutorial Prerequisites 25 Figure 8 Initial Settings for Zoom Options Essbase Options ee eeo M Ej L 6 Select Mode 7 Select mode options to match those shown in Figure 9 26 Basic Tutorial Figure 9 Initial Settings for Mode Options Essbase Options gi s E enpate Retieve E Jo Feteinon Keep and Renove Mny Jin Retain on zooms r ri meee ily rill Note If you are already connected to an Essbase database Essbase Options displays a Style page Skip this page for now 8 Select Global 9 Select options to match those shown in Figure 10 Tutorial Prerequisites 27 Figure 10 Initial Settings for Global Options Essbase Options xj Display Zoom Mode Glo
229. ns you can even apply criteria to compare values between two columns OR and AND operators If you define more than one criterion for a column you can use these operators to link the criteria Select Top and in Rows enter a value of 30 When you apply the query Essbase retrieves the top thirty rows of the dimension From Dimension being ranked select Product Product is the dimension to which ranking should be applied From Column used for ranking select Qtr1 Actual Qtr1 Actual is the column on which data values are based Performing Advanced Retrieval Tasks 101 10 In the navigation panel select Data Filtering Right click and select Apply Query Your query results should look like Figure 85 Figure 85 Data Filtering Query Results _ Actual Budget _ Actual 2461 2550 2940 3050 3298 3440 2430 2410 645 640 676 860 710 920 618 800 591 770 922 1010 522 660 592 530 562 960 610 1070 372 830 990 1500 545 700 612 750 625 7a0 525 670 290 350 327 380 377 420 394 440 212 220 303 300 312 310 287 290 74 110 109 130 130 190 100 150 2363 2620 2739 2970 2937 3230 2692 2850 2325 2570 2423 2720 2540 2820 2439 2640 1143 920 1167 960 1271 1020 1219 920 1047 1720 1189 1900 1339 2120 1018 1780 1002 810 1120 890 1192 1000 940 680 62 310 163 30 2586 130 123 70 67 320 177 200 154 250 136 320 738 310 703 380 900 440 779 400 1465 1640 1540 1700 1612 1710 1498 1330 745 1160 835 1280 1031 1490 965 1
230. nsion The result is shown in Figure 111 Figure 111 Result of Retrieving Dynamic Calculation Members VAHARCE VAHAACE Os East 6292 5870 422 7 189097104 6292 5726 5460 266 4 871794872 5726 3735 3880 145 _ 3 737113402 3735 West 6278 7700 678 7 506493506 6278 8043 6890 1153 16 73439766 6043 Note Occasionally other styles that you have set will override a style for dynamic calculation members For example if a parent member is also a dynamic calculation member and if you have set styles for both parent and dynamic calculations the style for the parent member overrides the style for the dynamic calculation member You must remove the style for parent members in order to see the style for dynamic calculation members For more information on the precedence of styles see Precedence of Overlapping Styles on page 61 13 Close the Asymm x1s file without saving it Performing Advanced Retrieval Tasks 127 Specifying the Latest Time Period for Dynamic Time Series Dynamic Time Series members are predefined database members that are used in dynamic to date reporting such as year to date or month to date values Dynamic Time Series members are not displayed as individual members in the database outline instead they correspond to a generation name that uses a key term for time such as year month or day For example in the Sample Basic database a generation name called Quarter was created for generation 2 i
231. nstallation files for EPM System products or components asset account An account type that stores values that represent a company s assets 206 Glossary assignment The association of a source and destination in the allocation model that controls the direction of allocated costs or revenue flow within Profitability and Cost Management attribute Characteristic of a dimension member For example Employee dimension members may have attributes of Name Age or Address Product dimension members can have several attributes such as a size and flavor attribute association A relationship in a database outline whereby a member in an attribute dimension describes a characteristic of a member of its base dimension For example if product 100 10 has a grape flavor the product 100 10 has the Flavor attribute association of grape Thus the 100 10 member of the Product dimension is associated with the Grape member of the Flavor attribute dimension Attribute Calculations dimension A system defined dimension that performs these calculation operations on groups of members Sum Count Avg Min and Max This dimension is calculated dynamically and is not visible in the database outline For example using the Avg member you can calculate the average sales value for Red products in New York in January attribute dimension A type of dimension that enables analysis based on the attributes or qualities of dimension members attribute reportin
232. nt sample you can delete the query from within the samp1e directory You cannot delete the query from within Query Designer Viewing Messages and Confirmations Query Designer displays messages and confirmations about certain actions such as moves and deletes in the messages and confirmations panel To turn on or turn off messages and confirmations 1 Select the Messages and Confirmations icon in the navigation panel 2 Select the check box that is displayed next to that message to turn on enable a message Creating Queries Using Query Designer 79 3 Select the check box again to turn off make it inaccessible a message This action clears the check box Figure 63 Messages and Confirmations Panel Oracle Essbase Query Designer BE OF 200 OF 300 Use this messages and confirmation panel to turn on and off certain messages from PH 400 All Descen Hyperion Essbase Query Designer Colm 1 Select the corresponding check box gg Year i next to a message to enable that OF Gtr message Oy Qtr2 2 Select the check box again to clear the Oy Ot check box and turn off a message oF Otr4 Van hawa namnlatad calestina the zi Scenario O Actual Dimension move deletes member selection rules a Budget Dimension move deletes sorting and filtering rules Available Dimensions Confirm delete of member filter Caffeinated Base P Confirm delete of member selection rule Ounces Base Prodi Confirm delete of data restriction Pkg Type B
233. o view the linked file The Budasmp txt file is opened from the source application see Figure 148 152 Advanced Tutorial Figure 148 Viewing the Contents of a Linked External File Ej Budasmp txt Notepad OF x File Edit Search Help The Beverage Company 2002 Budget Assumptions The following factors were used to estimate our 2662 Corporate Budget Sales increases will be 5 in Large Markets due to market maturity Sales increases will be 16 in Small Markets due to our focused advertising Expenses will be reduced by 7 across the entire company are faced with the challenge of continuing to grow our business in spite increasing competition We will have to seek out and implement as many cost saving measures as possible Note You can edit the contents ofa file in the source application After the edits are made and the file is saved you can re attach the edited file by clicking the Edit button in the Linked Objects Browser dialog box Essbase displays the Re attach Linked Object dialog box which you can use to re attach or relink the edited file to the data cell 5 Close the Budasmp txt file and click Close to close Linked Objects Browser Leave the Asymm x1s file open for the next task Accessing a Linked Cell Note Sometimes you have to edit a cell note that was previously created gt To access and edit the cell note that you previously created 1 Inthe Asymm x1s file select cell C5 2 Select Essba
234. ons Essbase Options 9 fis Template Retieve B Rean on Keep and Remove Oni Jo Rete on Zooms c ri D Fonnule Fill 8 Skip Style and select Global 9 Select options to match those shown in Figure 83 98 Advanced Tutorial Figure 83 Initial Settings for Global Options Essbase Options Display Zoom Mode Style Global m Mouse Actions Display Messages IV Limit to Connected Sheets Information M Enable Secondary Button Wamings I Enable Double Clicking Errors IV Enable Linked Object Browsing C None Tl Display Unknown Members m Memory IV Enable Flashback m Log File IV Route Messages to Log File IV Purge Log File Every Session m Member Select Tl Display Save Dialog m Mode Add Ins T Navigate without Data Addins Cancel Help 10 Select OK to save the settings for this session and close Essbase Options The settings in the Essbase Options dialog box may change as you access the various sample spreadsheet files as part of the tutorial Leave the settings as they are unless the tutorial advises you to change them If you have different option settings the illustrations presented in this chapter may not match the worksheet view Performing Advanced Retrieval Tasks The tutorial in Chapter 2 describes how to perform basic data retrieval and navigation tasks in Spreadsheet Add in These are the advanced retrieval tasks
235. or information see Figure 39 Pivoting Retaining and Suppressing Data 51 52 Figure 39 Result of Remove Only Navigate Without Data Enabled Actual Budget Qtr Qtr2 Atri Qtr2 1 2 3 Market 100 Profit 4 Inventory 5 200 Profit 6 Inventory t Product IProfit 8 Inventory 9 To turn off Navigate Without Data when you are ready to retrieve data 1 Basic Tutorial Select Essbase then Navigate Without Data Essbase removes the check mark next to the menu item You can also disable Navigate Without Data by clearing the appropriate option in the Essbase Options dialog box Global page or by clicking the Navigate Without Data icon on the Essbase toolbar In cell A3 drill down double click on Market Essbase drills down on the Market dimension and also retrieves data into the worksheet The result is shown in Figure 40 Figure 40 Result of Drilling down Navigate Without Data Disabled Actual Budget Qtr Qtr2 Qtri Qtr2 W100 Profit 2747 3352 2880 3480 Inventory 5364 4490 5200 3530 200 Profit 562 610 960 1070 Inventory 5957 6442 5610 5910 Product Profit 5380 6499 6500 7550 Inventory 25744 26214 24710 24030 West 100 Profit 1042 849 2350 2130 Inventory 6592 9656 10250 10950 200 Profit 2325 2423 2570 2720 Inventory 11755 116435 11070 10900 Product Profit 7137 7515 8960 9290 Inventory 36751 41574 39020 42820 Note To retrieve data without changing the current worksheet view doubl
236. or example you can analyze product profitability based on the attributes of size or packaging Attribute dimensions are associated with base dimensions You can use an attribute dimension to drill down on the base dimension with which it is associated In the Sample Basic database the Product base dimension is associated with several attribute dimensions such as Caffeinated Ounces and Pkg_Type Each attribute dimension consists of level 0 attribute members Level 0 attribute members are the lowest level attributes that are associated with members of a base dimension The Pkg_Type attribute dimension for instance has two level 0 members Bottle and Can You can extract information on all products sold in a can by entering manually the name Can in the worksheet You can also use Query Designer or the Essbase Member Selection dialog box to select the attribute and display it in the worksheet To drill down on an attribute dimension Open a worksheet Connect to the Sample Basic database Select Essbase then Retrieve Select Product and replace it with Can by typing Can manually Click anywhere outside of cell C1 and select Essbase then Retrieve again Figure 17 displays the results Retrieving Data 37 38 Basic Tutorial Figure 17 An Attribute Member in a Report E Market Scenario Drill down to all products sold in a can by double clicking Can in cell C1 Cola Diet Cola and Diet Cream are the members of Product
237. ote Depending on how software is installed on your computer the file may not be available or may be located in a different directory Contact the Essbase system administrator for the location of the file Figure 96 Formatted Worksheet Before Pivoting A a aE F G 1 Market faveniary Analysis 2 Actual 3 Jan Feb Mar Otr 4 5 Sales 100 8314 8327 8407 25048 6 200 8716 8960 8951 26627 T 300 7874 8046 8077 23997 8 400 6634 6736 6778 20148 9 Product 31538 32069 32213 95820 10 11 Opening Inventory 100 29448 29124 28929 29448 12 7 Adjusted for Audit 200 33000 32100 31125 33000 13 300 28865 28964 29095 28865 14 400 26092 26246 26409 26092 15 Product 117405 116434 115558 117405 16 17 Stock to Sales 3 72 3 63 3 59 18 gt gt gt Z33533 Select Essbase then Options and select Global In Display Messages clear Display Unknown Members to avoid seeing the Essbase messages when working with formatted worksheets and click OK Using the right mouse button drag Sales in cell A5 to the cell nested below Jan C4 Essbase pivots the Sales member group so that it is nested below the monthly members During the pivot however Essbase retains only database elements For example all data for Stock to Sales and Adjusted for Audit is deleted during the pivot The result is shown in Figure 97 Performing Advanced Retrieval Tasks 115 Figure 97 Result of Pivoting on a Formatted Worksheet fnventary
238. ou can also double click a member to add it to the selection rules Member Filter Filter the member selection by attribute generation name level name pattern string or UDA Data Filter Retrieve rows of data The retrieval is based on the ranking of the rows within certain columns Use this panel to access the data restriction panel Data Restriction Filter data by comparing it to a fixed data value including a negative value a set of data values or Missing data values Data Sort Sort rows in ascending or descending order The sort is based on column data values Messages and Confirmation Turn on and turn off certain messages from Query Designer Help Access documentation about Query Designer Creating Queries Using Query Designer 69 70 Basic Tutorial See About Creating and Changing Queries on page 70 for an overview of Query Designer The portions of the tutorial that follow step you through these query design procedures e Creating Queries on page 71 e Saving Queries on page 76 e Applying Queries on page 78 e Deleting Queries on page 79 e Viewing Messages and Confirmations on page 79 e Accessing Help on page 80 Note Excel query functionality is not supported in Spreadsheet Add in Use the Query Designer to define database queries About Creating and Changing Queries To access any of the Query Designer panels select the appropriate feature listed in t
239. plication is not already running Essbase automatically starts it There may be a brief pause as the application loads The time required to start an application depends on the number of databases the sizes of the databases and the sizes of the indexes of the databases contained within the application Changing a Password Optional You can change your password only if you are connected to a server Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial To change your password In Essbase System Login click Change Password In Change Password in New Password enter your new password In Confirm Password enter the password again The passwords must be identical Click OK to change your password Click OK again to close Essbase System Login Retrieving Data from a Database Each time you retrieve information from an instance of Essbase Server these actions occur e Spreadsheet Add in requests data from the server e The server processes the request and prepares the data e The server transmits the data to Spreadsheet Add in e The spreadsheet application receives the data from Essbase and organizes it in a worksheet To help you monitor these operations Essbase uses three custom cursors as described in Table 2 Table 2 Essbase Custom Cursor Cursor When Displayed In Spreadsheet Add in requests information from Essbase Server
240. ply them to existing Essbase applications and databases Introduction to Essbase The Multidimensional Database The Essbase multidimensional database stores and organizes data It is optimized to handle applications that contain large amounts of numeric data and that are consolidation intensive or computation intensive In addition the database organizes data in a way that reflects how the user wants to view the data Definition of Multidimensional A dimension is a perspective or view of a specific dataset A different view of the same data is an alternate dimension A system that supports simultaneous alternate views of datasets is multidimensional Dimensions are typically categories such as time accounts product lines markets budgets and so on Each dimension contains additional categories that have various relationships one to another An Essbase application contains an unlimited number of dimensions so you can analyze large amounts of data from multiple viewpoints Figure 1 shows four views of multidimensional data You can retrieve and analyze multidimensional data with the Spreadsheet Add in software Figure 1 Multiple Views from a Five Dimensional Database TITTLE In contrast to the multidimensional view worksheets store data in two dimensions usually time and accounts see Figure 2 The Multidimensional Database 11 Figure 2 Two Dimensional Representations of Data in a Worksheet Ea Jan Feb Mar Apr May
241. port module composed of any combination of components 210 Glossary custom defined function CDF Essbase calculation functions developed in Java and added to the standard Essbase calculation scripting language using MaxL See also custom defined macro CDM custom defined macro CDM Essbase macros written with Essbase calculator functions and special macro functions Custom defined macros use an internal Essbase macro language that enables the combination of calculation functions and they operate on multiple input parameters See also custom defined function CDF cycle through To perform multiple passes through a database while calculating it dashboard A collection of metrics and indicators that provide an interactive summary of your business Dashboards enable you to build and deploy analytic applications data cache A buffer in memory that holds uncompressed data blocks data cell See cell data file cache A buffer in memory that holds compressed data PAG files data form A grid display that enables users to enter data into the database from an interface such as a Web browser and to view and analyze data or related text Certain dimension member values are fixed giving users a specific view into the data data function That computes aggregate values including averages maximums counts and other statistics that summarize groupings of data data load location In FDM a reporting unit responsible for submitt
242. products without reentering their passwords trusted user Authenticated user tuple MDX syntax element that references a cell as an intersection of a member from each dimension If a dimension is omitted its top member is implied Examples Jan Jan Sales Jan Sales Cola Texas Actual two pass An Essbase property that is used to recalculate members that are dependent on the calculated values of other members Two pass members are calculated during a second pass through the outline typed measure In Essbase a member tagged as Text or Date in the dimension where measures are represented The cell values are displayed as predefined text or dates unary operator A mathematical indicator associated with an outline member The unary operator defines how the member is calculated during a database roll up Unicode mode application An Essbase application wherein character text is encoded in UTF 8 enabling users with computers set up for different languages to share application data Uniform Resource Locator The address of a resource on the Internet or an intranet unique member name A non shared member name that exists only once in a database outline unique member outline A database outline that is not enabled for duplicate member names upgrade The process of replacing an earlier software release with a current release or replacing one product with another upper level block
243. properly in the destination environment after application migration 2 In data mining modifies data bidirectionally flowing between the cells in the cube and the algorithm translation See currency conversion Transmission Control Protocol Internet Protocol TCP IP A standard set of communication protocols linking computers with different operating systems and internal architectures TCP IP utilities are used to exchange files send mail and store data to various computers that are connected to local and wide area networks transparent login Logs in authenticated users without launching the login screen transparent partition A shared partition that enables users to access and change data in a remote database as though it is part of a local database triangulation A means of converting balances from one currency to another via a third common currency In Europe this is the euro for member countries For example to convert from French franc to Italian lira the common currency is defined as European euro Therefore in order to convert balances from French franc to Italian lira balances are converted from French franc to European euro and from European euro to Italian lira triggers An Essbase feature whereby data is monitored according to user specified criteria which when met cause Essbase to alert the user or system administrator trusted password A password that enables users authenticated for one product to access other
244. pter POUL ESPASE os inci iina a E ead aaed ala as RRO di aS RE eae Re aaS 7 pital User oi eet a Ss eases dees eden ek eee be read eee ay lade deal eae EA 8 Components gf the Client Server EnvinOninentt cicccccesinincestucieeviidveemucieaeanteanenieaneneusindieeiuatennn 8 Esspase Application PIOMUGIS isin eustoreesnteraaiauia a a geedeheGenmiag nied 9 The Multidimensional Database iy ciiinksvasnica cesdccnna veer eead ea a Pane aE ade Rednee pea ga Redelee aes t Be lee S AR E NE E E E E A EEE O E E E A E A A AE A E 12 About Essbase Oracle Essbase is multidimensional database software that is optimized for planning analysis and management reporting applications Essbase uniquely blends an innovative technical design with an open client server architecture The product enables you to extend decision support systems beyond ad hoc queries and reports on historical performance to dynamic operational systems that combine historical analysis and future planning By consolidating and staging historical and projected data for detailed analysis you gain perspectives about your business that enable you to take appropriate actions Essbase provides both power and flexibility Thus it can be used for a broad range of online analytical processing OLAP applications including those in this list e Budgeting e Forecasting and seasonal planning e Financial consolidations and reporting e Customer and product profitability analysis e Price volume a
245. ptions select Zoom In Sampling Percentage enter an integer between 1 and 100 to represent the approximate percentage amount of the Essbase cube to query during a Zoom In operation The default value is 100 Note If Hybrid Analysis is enabled and in use the sampling percentage also applies to queries on the underlying relational database Click OK to save the sampling percentage integer that you entered and any other Zoom options that you have set The Essbase Options dialog box is closed and you are returned to the spreadsheet In the spreadsheet select the member on which you want to drill down Select Essbase then Zoom In or double click the primary mouse button For example if you entered 50 in the Sampling Percentage text box approximately 50 percent of the members from your Essbase database and if applicable from the specified columns of the relational database are queried when you select Zoom In Notes on Sampling e When drilling down on Hybrid Analysis these limitations apply o Sampling with the All Levels option is not supported with Hybrid Analysis members o Sampling with Same Level and Same Generation options are not supported e When sampling is enabled a combination of the algorithms used by Essbase and the sampling percentage you set sometimes makes these scenarios possible o Duringa Zoom In operation no members are retrieved This can happen in some cases where a dimension is small Advanced Tutorial
246. r A tool that enables color coding based on selected conditions SQL spreadsheet A data object that displays the result set of a SQL query SQR Production Reporting A specialized programming language for data access data manipulation and creating SQR Production Reporting documents stage A task description that forms one logical step within a taskflow usually performed by an individual A stage can be manual or automated stage action For automated stages the invoked action that executes the stage staging area A database that you create to meet the needs of a specific application A staging area is a snapshot or restructured version of one or more RDBMSs standard dimension A dimension that is not an attribute dimension standard journal template A journal function used to post adjustments that have common adjustment information for each period For example you can create a standard template that contains the common account IDs entity IDs or amounts then use the template as the basis for many regular journals Status bar The status bar at the bottom of the screen displays helpful information about commands accounts and the current status of your data file stored hierarchy In aggregate storage databases outlines only A hierarchy in which the members are aggregated according to the outline structure Stored hierarchy members have certain restrictions for example they cannot contain formulas strategic objective
247. r is displayed Define the worksheet layout by dragging the dimension tiles in the properties panel as follows a Drag Market and Product to the Row location b Drag Measures to the Page location c Drag Scenario below Year in the Column location Figure 53 shows the results of dragging the dimension tiles in the properties panel Figure 53 Changing the Worksheet Layout readsheets Excel Book 8 Book1 Sheet Query gy Dimensions 7 Page Measures T ab Market d Product Column Cay Year d Scenario Available Dimensions Caffeinated Base Prodt Ounces Base Product Pkg Type Base Produc Population Base Marke Intro Date Base Produc 34 Attribute Calculations amp Data Filtering f Data Sorting g8 Book1 Sheet2 Ba Book1 Sheet3 ssages amp Confirmations Ip ee Use this layout panel to design the layout lt of the report 1 Select a dimension tile from a dimension box 2 Drag the dimension tile to a page row or column dimension box 3 Double click a dimension tile to access the member select panel to gt Page Dimensions a m Row Dimensions Column Dimensions Year Scenario Market Product In the navigation panel select the Measures dimension by selecting the Measures icon Alternatively double click the Measures tile in the layout panel The member se
248. rate Market Risk Premium The additional rate of return paid over the risk free rate to persuade investors to hold riskier investments than government securities Calculated by subtracting the risk free rate from the expected market return These figures should closely model future market conditions master data model An independent data model that is referenced as a source by multiple queries When used Locked Data Model is displayed in the Query section s Content pane the data model is linked to the master data model displayed in the Data Model section which an administrator may hide mathematical operator A symbol that defines how data is calculated in formulas and outlines Can be any of the standard mathematical or Boolean operators for example and MaxL The multidimensional database access language for Essbase consisting of a data definition language MaxL DDL and a data manipulation language MaxL DML See also MaxL DDL MaxL DML and MaxL Shell MaxL DDL Data definition language used by Essbase for batch or interactive system administration tasks MaxL DML Data manipulation language used in Essbase for data query and extraction MaxL Perl Module A Perl module essbase pm that is part of Essbase MaxL DDL This module can be added to the Perl package to provide access to Essbase databases from Perl programs MaxL Script Editor A script development environment in Administration Services Console
249. re 116 Result of Retrieval on a Substitution Variable 1 Product Measures Market Scenario 2 Aug 9545 Essbase queries the server for the value of the substitution variable CurMnth which is August Data is returned only for August Note Ifyou save a worksheet containing a substitution variable as a template make sure that you save the worksheet before you retrieve data For example if you save the worksheet shown in Figure 116 as a template each time you retrieve the template August rather than the substitution variable CurMnth is displayed Using Free Form Reporting to Retrieve Data So far you have been shown how to retrieve Essbase data into a worksheet through ad hoc retrieval Query Designer queries and Member Selection operations In addition to these retrieval methods Essbase supports free form reporting Free form reporting enables you to tell Essbase specifically what you want to retrieve by typing data into the worksheet This free form of reporting is especially useful when you are familiar with the dimensions and members in the database outline Essbase provides two different retrieval modes for free form reporting e Advanced Interpretation e Free Form In both retrieval modes enter member names directly into the worksheet These sections describe the similarities and differences between the two modes Performing Advanced Retrieval Tasks 131 Using Advanced Interpretation Mode Essbase Server serv
250. re 199 Naming a Filter in the Filter Name Dialog Box Filter Name Ea All Children of Measures except Misc M x oe _ 3 Select Copy definition of current filter 202 Drill Through Tutorial Selecting Copy definition of current filter gives the filter the same description and conditions as the filter currently selected in the Select Data Filters dialog box Click OK The filter is added to the list of saved filters in the Select Data Filters dialog box Optional To describe the filter enter a short description for the filter in Description Click Save Filters Click Finish to apply the filter to the MEASURES CHILD column so that all children of Measures except Misc are included in the report Note You can also delete or rename filters See Oracle Essbase Spreadsheet Add in Online Help Oracle Essbase Integration Services generates the customized drill through report and displays the results in a new spreadsheet The new spreadsheet is added to the workbook before the current spreadsheet Figure 200 Customized Drill Through Report B C D E 4 CHILD ISKU SCENARIO TRANSDATE AMOUNT 2 Additions 100 10 Actual 2000 12 09 00 00 00 000 123 97 3 COGS 100 10 Actual 2000 12 09 00 00 00 000 51 59 4 Marketing 100 10 Actual 2000 12 09 00 00 00 000 16 94 5 Payroll 100 10 Actual 2000 12 09 00 00 00 000 23 87 6 Sales 100 10 Actual 2000 12 09 00 00 00 000 392 7 Additions 100 10 Actual 2000 12 04 00 00 00 000 37 03
251. returns an error message if EssCell is unsuccessful Table 3 lists messages that Essbase displays in the EssCell cell and explains the conditions that cause the messages Table 3 EssCell Messages Message Reason N A The worksheet is not connected to a database VALUE A member name in the list or reference is invalid NAME A text name in the function does not contain double quotation marks Close the file without saving it EssCell functions are already defined in the sample file that you used for this tutorial task Note This task is optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial To enter your own EssCell function into a worksheet From the Excel menu bar select Insert then Function From the Function Category list select Essbase Add in The Excel Function Wizard instructs you in defining the EssCell function Note For more information on EssCell functions see Oracle Essbase Spreadsheet Add in Online Help Retrieving Dynamic Calculation Members Dynamic calculation members are database members that are excluded from the batch calculation process thus shortening the regular database calculation time The Essbase application designer tags dynamic calculation members in the database outline so that Essbase knows not to calculate those members until a data retrieval requests them This process is referred to as dynamic calcula
252. rm Report 1 Sales East Budget 2 3 Qtr1 Qtr2 4 100 5 200 6 300 z 400 5 Select Essbase then Retrieve or double click a data cell Essbase retrieves data for the members that you entered into the free form report and implements the Use Aliases option that you set in Setting Essbase Options on page 95 132 Advanced Tutorial Figure 118 Retrieving Data into a Free Form Report 1 Sales East Budget 2 3 Qtr1 Qtr2 4 Colas 5870 6760 5 Root Beer 5460 5650 6 Cream Soda 3680 4030 7 Fruit Soda 3880 4150 Now define a free form report that does not contain all the dimensions from the database In Advanced Interpretation mode you may need to enter a dummy data value such as 0 into the first data cell to indicate to Essbase where the data starts in the worksheet Be sure to use a numeric value as the dummy value For example 6 Select Essbase then FlashBack 7 Delete cells A1 B1 and C1 8 In cell B4 enter 0 to provide Essbase with a data cell reference point Figure 119 Defining a Free Form Report Without All Dimensions 1 2 3 Qtr Qtr2 4 100 ol 5 200 6 300 7 400 9 Select Essbase then Retrieve Essbase adds the dimensions that were omitted from the free form report to the worksheet and retrieves data Figure 120 Retrieval in a Free Form Report Without All Dimensions 1 2 3 Measures Market Scenario 4 Atri Qtr2 Colas 7048 7072 6 Root Beer
253. ry Additions Ending Inventory B Ratios Margin Profit Profit per Ounce Measure Valier Color Diet Cream Size _ Level of Detail Color Region H East i West H south E central Root Beer Cream Fruit Soda Soda gt 1 2 1rowby5columns SUM of Profit 134 348 Visual Explorer is launched directly from the Essbase menu in Spreadsheet Add in using the Visualize amp Explore command Using the technique of dragging interface elements Essbase users can quickly summarize and visualize data from an Essbase database Visual Explorer then offers users the option to pass data back to the Excel worksheet from which it was launched or to insert the data into a new Excel worksheet where additional analysis can be performed Note For detailed information on using Visual Explorer see the online help that is accessed from the Help menu in Visual Explorer This example uses Visual Explorer to identify quickly the most profitable product sales by quarter in the Sample Basic database To use Visual Explorer to identify the most profitable product sales by quarter Open a worksheet Select Essbase then Visualize amp Explore Performing Advanced Retrieval Tasks 141 The Visual Explorer interface is displayed 3 Optional If you are not already logged in to the Sample Basic database you can log in from Visual Explorer by completing these tasks a From Visual Explorer select
254. s Insome cases as you scroll down or across member labels disappear from view Essbase provides a feature for repeating member labels in each row or column cell that represents a data point so that you can always see a member label in the worksheet view To repeat member labels down and across the worksheet Select Essbase then Options and select Display In Aliases clear Use Both Member Names and Aliases for Row Dimensions see Figure 51 In Cells select Repeat Member Labels and click OK Formatting the Worksheet 65 Figure 51 Enabling the Repeat Member Labels Option Essbase Options E xj Display Zoom Mode Style Global m Indentation Replacement C None Missing Label N A Subitems No Access Label Totals Aliases p Suppress IV Use Aliases J Missing Rows r Use Both Member Names and Aliases for row I Zero Rows dimensions I Underscore Characters Alias Defaut zi Cells m Duplicate Members I Use Styles J Show Gualified Member Names on Sheet IV Adjust Columns F Show Gualified Member Names as Comment J Auto Sort Rows m Query Designer IV Repeat Member Labels IV Use Sheet Options with Query Designer m Dynamic Time Series J Latest Time Period Juan F Cancel Help 4 in cell E1 drill down double click on Year Essbase displays a member label in every column and row cell see Figure 52 For the Sample Basic database that you
255. s 28 preparing for 24 U underscore characters suppressing 55 Undo command See FlashBack command undoing actions 34 Unlock command 160 unlocking data blocks 160 up to date calculations 128 Update Mode 160 updating data 159 log file 161 URLs accessing linked 155 editing 155 length limits 151 linking to data cells 149 Use Aliases option 63 Use Both Member Names and Aliases option 64 Use Sheet Options with Query Designer option 81 Use Styles option 58 user name entering 94 users 8 V V2 x mode 134 viewing active connections 157 aliases 63 aliases and names 64 data in spreadsheet 33 Dynamic Calculation members 126 Essbase menu 19 Essbase toolbar 19 fewer members See drill linked partitions 158 linked reporting objects 151 Index 239 A B C D E FG H I K L more members See drill multidimensional data 11 online help 21 repeated member labels 65 spreadsheet without data 49 styles 58 toolbar 19 views restoring 34 visual cues See styles Visual Explorer creating a visual worksheet 143 importing visual worksheet data into Excel 144 logging into Essbase Server 142 user interface described 141 Visualize amp Explore command 141 Visualize amp Explore command 141 W Web resources linking to data cells 149 wildcard characters 84 Windows Registry changes to 18 Within Selected Group option 41 108 worksheets formatting 55 navigating without data in 49 World Wide
256. s select Global and select Enable Double Clicking For more information see Enabling Mouse Actions on page 22 Zoom out I5 Collapses the view according to the options specified in the Essbase Options dialog box in the cell that contains the member that you want to collapse To enable double click support for drilling up select Essbase then Options select Global and select Enable Double Clicking Open Query Designer Ed Opens Query Designer which makes it easy to define a page orientation for dimensions and selected database members You can also save queries for later use Query Designer is designed to create report queries view attributes and perform calculations based on attributes FlashBack Restores the previous worksheet view Set options Enables you to set display zoom mode style and global options for the active worksheet to customize the behavior of Spreadsheet Add in software Click the Options icon to display the Essbase Options dialog box Select Members Enables you to select members from the multidimensional database outline Click the Member Selection icon to display the Essbase Member Selection dialog box Attach Linked Objects o gi Enables you to attach comments or files to data cells Click the Attach Linked Objects icon to display the Linked Objects Browser dialog box Accessing Online Help Spreadsheet Add in includes a context sensi
257. s and their corresponding values for a specific application Essbase stores these variables and their values on the Essbase Server You can take advantage of the predefined substitution variables in Spreadsheet Add in during Dynamic Time Series reporting For example say the application designer sets a substitution variable on the server for the current month The variable is called CurMnth and has a value of August If you use the substitution variable in the worksheet a retrieval returns values for August because August is set as the current month on the server If at a later date the application designer changes the value of the CurMnth substitution variable to October a retrieval returns data for October The Sample Basic database that you are using for this tutorial does not contain predefined substitution variables If the application designer had set a substitution variable in the database that you are using you could enter a substitution variable directly into a worksheet For example you could open a blank worksheet and enter member names see Figure 115 Advanced Tutorial Figure 115 Entering a Substitution Variable in a Worksheet Ea Product Measures Market Scenario 2 amp CurMnth Notice the substitution variable CurMnth in cell A2 When you enter a substitution variable directly into a cell you must precede it with an ampersand amp In this example a retrieval produces the results shown in Figure 116 Figu
258. s composed of the Smart Space framework and gadgets Smart Space Collaborator A service that enables users or systems to send messages and share Reporting and Analysis repository content The message can take many forms including instant message style discussions meetings and toast messages smart tags Keywords in Microsoft Office applications that are associated with predefined actions available from the Smart Tag menu In EPM System products smart tags can also be used to import Reporting and Analysis content and access Financial Management and Essbase functions SmartBook gadget Contains documents from the Reporting and Analysis repository or URLs All documents are loaded when the SmartBook is opened so you can access all content immediately SmartCut A link to a repository item in URL form 224 Glossary snapshot Read only data from a specific time source currency The currency from which values originate and are converted through exchange rates to the destination currency sparse dimension In block storage databases a dimension unlikely to contain data for all member combinations when compared to other dimensions For example not all customers have data for all products Contrast with dense dimension SPF files Printer independent files created by an SQR Production Reporting server containing a representation of the actual formatted report output including fonts spacing headers footers and so on Spotlighte
259. s for cells tagged as drill through to help identify which cells in the sheet are associated with drill through reports Accessing Drill Through Reports from the Spreadsheet 183 When you double click a drill through cell Essbase displays the Linked Objects Browser dialog box which displays a drill through report entry A single cell can be associated with multiple reports The Linked Objects Browser dialog box also displays entries for linked partitions and other linked object types such as cell notes URLs and application files After you view or customize the drill through report Integration Services retrieves data from the relational source and displays the results in a new spreadsheet Before starting the drill through tutorial perform these tasks 1 Open the sample Essdt x1s file The sample spreadsheet file contains the appropriate member intersections from the sample database for the drill through report This file is provided as part of the default Essbase installation 2 Set a style for data cells that are associated with drill through reports To access the sample file and sample database 1 Start the spreadsheet application 2 Select File then Open and open Essdt x1s from HYPERTON_HOME products Essbase EssbaseClient client sample The sample file should look like Figure 175 In this example the Market Detail sheet is selected The default sheet that is selected when you first open the file may be differ
260. s theIntegration Services product family for information on the sample database that you need for drill through and to which instance of Essbase Server you should connect Note The Essdt x1s file also contains sample results of the drill through reports when you run them without customizing the reports The results are provided in separate sheets in the workbook so that you can see the sample report results without working through the tutorial For more information about the sample reports see About the Samples Used in This Tutorial on page 182 Before starting the tutorial make sure you meet these requirements e You must install these components on your client computer o A 32 bit version of Excel o Spreadsheet Add in o The Drill through module The drill through module is installed automatically when you install Spreadsheet Add in This module is transparent until you invoke it from the Linked Objects Browser For more information on installation contact the Essbase system administrator e The Essbase system administrator must install the Essbase Server e You must have access toIntegration Services and to an instance of Essbase Server For more information contact the Essbase system administrator or the person who administers Integration Services at your organization e You must have access to the underlying relational database typically using a user name and password that are different from those that you use for Essba
261. s tutorial you should follow all steps in the order that they are presented If you make a mistake or find yourself out of step with the tutorial you can use the FlashBack command from the Essbase menu or toolbar to undo the last command and return to the previous database view To start the tutorial over from the beginning Select the entire worksheet and select Edit then Clear then All Press Enter or click OK to empty the worksheet and start again Note You can disable FlashBack during normal operations to conserve memory on your local computer Do not disable FlashBack for this tutorial To disable Flashback optional Select Essbase then Options and select Global Clear Enable FlashBack Note Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial Drilling Down to More Detail You can drill down to various levels of multidimensional data in the worksheet For example if you want to view data for a specific quarter or month rather than an aggregate data value for the whole year you can drill down on the Year dimension to see more detailed data To drill down on members select one option e Select the member and select Essbase then Zoom In e Select the member and double click the primary mouse button e Select the member and click Zoom In on the Essbase toolbar To drill down to lower levels of the Year dimension On Year in cell A2 double click the primar
262. se To obtain the appropriate access contact the Essbase system administrator or the person who administers Integration Services at your organization e Make sure that the Essdt x1s sample drill through report spreadsheet is available in HYPERION_HOME products Essbase EssbaseClient client sample 176 DrillThrough Tutorial e Touse the Essdt x1s sample drill through report spreadsheet you need to log in to a computer with both Essbase Server and Integration Services installed You must perform a member and data load and calculate the data for the sample Essbase database that you will access from Spreadsheet Add in e The sample database that contains the drill through report must be set up and running The sample drill through reports used in this tutorial called Market Detail Measures Detail and Product Detail are available with the sample spreadsheet files Contact the person at your organization who installs Integration Services to find out the name of the sample database to use for drill through For more information on Essbase installations see the Essbase Integration Services Installation Guide For more information on Essbase installations see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide Before starting the drill through tutorial perform these tasks Open the sample Essdt x1s file The sample spreadsheet file contains the appropriate member intersec
263. se then Linked Objects The Linked Objects Browser dialog box displays the cell note that is linked to the selected data cell 3 In Linked Objects Browser select the cell note see Figure 149 Using Linked Reporting Objects 153 Figure 149 Accessing a Linked Cell Note Linked Objects Browser Poplar Sample Basic aur Sales Colas East Actual peue JRES Ep ell Note This number needs to be 4 Click Edit to edit the contents of the cell note The Edit Cell Note dialog box is displayed with the selected cell note see Figure 150 Figure 150 Editing the Contents of a Linked Cell Note Edit Cell Note If you simply want to view the contents of the cell note click the View Launch button instead of the Edit button in the Linked Objects Browser dialog box 5 Edit the contents of the cell note as indicated in Figure 151 Figure 151 Result of Editing Cell Note Contents Edit Cell Note 6 Click OK to close Edit Cell Note and save the edits you made to the note 154 Advanced Tutorial Essbase saves the edits to the cell note on the server Click Close to close Linked Objects Browser Leave the file Asymm x1s open for the next tutorial task Accessing a Linked URL If you followed the steps in Linking a URL to a Data Cell on page 149 you can access and edit the URL that you created To access the URL In the Asymm x1s file select cell E5 Select Essbase then Linked Objects T
264. se toolbar Canceling a Data Retrieval Request Occasionally you may want to cancel a retrieval request For instance you may want to stop a request if a retrieval is taking longer than expected or if you mistakenly double click Because Essbase returns data so quickly to the worksheet you may not be able to cancela retrieval before the retrieval is complete The cancel feature is most useful when you need to stop a large retrieval request To cancel data retrievals press Esc during a retrieval action Note You can cancel a retrieval only while Essbase is processing in Spreadsheet Add in You cannot cancel a retrieval when Essbase is processing from Essbase Server Restoring the Previous Database View The FlashBack command restores the previous database view A database view is what you see in the worksheet after a retrieval or navigation operation FlashBack is similar to the Edit menu Undo command which reverses the last action with this difference If you modify member information between retrieves and then perform a FlashBack Essbase still flashes back to the spreadsheet data as it was prior to the last retrieve in spite of any changes you may have made to members between retrieves The FlashBack command uses the memory of your computer to store the current view before processing an Essbase retrieval request You can use FlashBack to undo only the most recent operation FlashBack cannot undo multiple operations Throughout thi
265. sheet view For information about Essbase options see Oracle Essbase Spreadsheet Add in Online Help Before You Start 177 To set Essbase options From the Excel menu select Essbase then Options In Essbase Options select Display w ne y Select options to match those shown in Figure 169 Figure 169 Initial Settings for Display Options Essbase Options Deta x Ej F Show Gualified Member Names on Sheet M J Show Qualified Member Names as Comment Auto Sort Rows 4 Select Zoom 5 Select options to match those shown in Figure 170 178 Drill Through Tutorial Figure 170 Initial Settings for Zoom Options Essbase Options 9 2 2 9 9 CAIS m 6 Select Mode 7 Select options to match those shown in Figure 171 Before You Start 179 Figure 171 Initial Settings for Mode Options Essbase Options 9 fis Template Retieve Gean on Keep and Remove Oni Jo Rete on Zooms c ri D Fonnule Fill 8 Select Style 9 Select options to match those shown in Figure 172 180 Drill Through Tutorial Figure 172 Initial Settings for Style Options Essbase Options E P oone Integration Server Drill Through Read Only 10 Select Global 11 Select options to match those shown in Figure 173 Before You Start 181 Figure 173 Initial Settings for Global Options Essbase Options Ri Beat x Display Zoom Mode
266. sion a eee 1 Select a member in the Members S Dimensions list box 2 With the member selected click the ggy Measures tight mouse button and from the Bi Profit pop up menu select Add to Row Selection Rules xl Maket ARIGAS ae ee er gg Product Members OF 100 All Children oy 200 Product oy 300 100 Oj 400 All Descend l 200 Column 1 300 Fag Year 400 oF Qtr Diet Otr2 Fy Otr f a an Selection Rules Scenario OF Actual 100 All Children OF Budget 200 Available Dimensions 300 400 All Descendants a Caffeinated Base Pre w ee f To view the list of all product codes that will be retrieved into the worksheet select any of the entries in Selection Rules for example 200 right click and select Preview The Member Selection Preview dialog box is displayed see Figure 57 with the selected product dimensions listed 74 Basic Tutorial g Figure 57 Selected Members of Product Dimension Member Selection Preview x Selected Members The selected rule returned 8 members Click Close to close Member Selection Preview 9 Select members of the Market dimension as follows a In the navigation panel select Market Alternatively double c
267. spective databases Ways to View Active Database Connections 157 Access Methods for Linked Partitions Linked partitions are part of the Essbase Partitioning product They provide the ability to link Essbase databases that contain different dimensions without losing access to all dimensions of both databases If your organization implemented the Partitioning product you can take advantage of its capabilities The Oracle Essbase Database Administrator s Guide describes how to design and implement a linked partition The Essbase application designer usually sets up partitioning Note The Partitioning product also enables the Essbase application designer to set up transparent or remote partitions For more information on partitioning see the Oracle Essbase Database Administrator s Guide You can set visual cues or styles for cells tagged as linked objects These cells are access points to the linked partition within the linked database Two options are available for accessing a linked partition from a data cell in Spreadsheet Add in e Select the cell and select Essbase then Linked Objects e Enable double clicking for linked object browsing If you enable double clicking for linked object browsing double clicking behavior changes for retrieving data and performing drill actions For more information on these changes see Oracle Essbase Spreadsheet Add in Online Help When you select Linked Objects from a linked partition cell Essbas
268. splays only the Scenario members for Qtr1 see Figure 110 Figure 110 Displaying Scenario Members 1 Sales 2 3 Acua Sudget venance Venance s S0enara 4 Qtri Qtri Qtri Qtr Qtr 5 East Colas 6292 5670 422 7 189097104 6292 6 Root Beer 5726 5460 266 4 871794872 5726 7 Fruit Soda 3735 3880 145 3 737113402 3735 8 9 West Root Beer 8278 7700 578 7 506493506 8278 10 Cream Soda 8043 6890 1153 16 73439768 8043 5 Select Essbase then Options and select Style 126 Advanced Tutorial o Oo N O 10 11 12 Note You must be connected to the Sample Basic database to display the Style page For more information on connecting to a database see Connecting to a Database on page 93 In Members scroll down until you see Dynamic Calculations Select Dynamic Calculations and click Format In Font style list select Bold Italic In the Color list select Gray Click OK and select Display In Cells click Use Styles and click OK Select Essbase then Retrieve Essbase displays the data and applies all the visual cues or styles that you set including the newly set styles for dynamic calculation members and the styles you set in Chapter 2 You know that the columns for Variance and Variance are dynamically calculated because Essbase displays these members in gray bold italicized font Variance and Variance both display a red background because that style was previously set for all members of the Scenario dime
269. ssing linked 153 linking to cells 148 cell ranges keeping 46 removing 48 retrieving 119 selecting nonadjacent 47 with drill through 187 cells accessing linked partitions 158 applying styles 56 60 attaching reports See linking attaching URLs See linking EssCell function in 122 formatting 56 60 147 in data cells 60 of dimension members 59 of Dynamic Calculation members 126 of parent members 56 formulas in 111 113 116 122 linked reporting objects 145 149 linking files to 145 linking notes to 148 linking URLs to 149 retrieving a range of 119 retrieving single values 122 selecting nonadjacent 47 with nondatabase values 111 230 Index K L M N 0 P Q R S T U V W X Z Change Password dialog box 32 changing passwords 32 row and column orientation 42 spreadsheet format 55 styles 56 children defined 14 Clear All button 202 Clear button 202 Clear command 35 clearing styles 62 click defined 22 client components 8 software 17 client server environment 8 collapsing data views See drill colors setting 56 columns adjusting width 29 112 blank 111 displaying as rows 42 displaying selected 46 filtering by 101 keeping selected 46 nested 36 pivoting 42 removing selected 48 retrieving into 36 columns drill through choosing 194 selecting display order 194 selecting for retrieval from relational source 194 sorting 196 commands Calculation 162 Cascade 163
270. stomizing Drill Down and Drill Up Behavior on page 39 Make sure that you followed the steps in Setting Essbase Options on page 24 If the settings in the Essbase Options dialog box are different from the settings previously illustrated the worksheet view will differ from the illustrations shown in this chapter Remember that you can perform common data retrieval tasks in any of these ways e Select commands from the Essbase menu on the Excel menu bar e Double click the primary or the secondary mouse button in the appropriate cell for Retrieve Zoom In and Zoom Out commands e In Excel click the appropriate icons on the Essbase toolbar Connecting to a Database To access Essbase data you must first connect to a database on an instance of Essbase Server This tutorial assumes that you have the appropriate privileges to connect to a server an application and a database To complete the steps that follow you need to know the name of the server to which you want to connect your user name and your password If you do not have this information contact the Essbase system administrator Note Essbase does not support multiple instances of Excel To connect to an Essbase Server application and database Select Essbase then Connect The Essbase System Login dialog box is displayed see Figure 11 Figure 11 Essbase System Login Dialog Box Essbase System Login x Server Localhost x OK Usemame kJensen _Cancel
271. swue saewsoaesnersene cd 163 Working with Currency Conversions SAS E mE TE Sirt bbei TETTERE 167 Retrieving Currency Conversion Dala s owiw oo 60 ose e een bed ose esncdons 167 Connecting to the Sample Currency Databases 5 0 a0c ean i savnsasd EErEE GEG 168 Performing Ad Hoc Currency Reporting AMR e waa aes Sean 170 Contents v Chapter 4 Drill Through Tutorial 0 0 0 eee eee e en nes 173 Contents About the Dall Through Tutorial civ centacdy oases tiky oan ew ar SEERDE RESEN 173 Understanding Drill Through 050s00 d4004e0oka0a nese Kade ews akane ee 173 About the Drill Ihrough Wizard i e ee ee ee beh eee eee eee eens 175 Boeloe TOU ask oie hk caseuesecet Gee keke ene beusewiws ter seuwseses ee 176 Setting Fsghase OGUONE 344 ccc ohare cGiGe dei decteasndetesaewseeeeoatas 127 About the Samples Used in This Tutorial iu cde sda 0s bine tikiti ee eee es 182 Accessing Drill Through Reports from the Spreadsheet 0 0 00000000 183 Selecting Drill Through Reports to View or Customize 0 2 0 eee eee eee 189 Selecting and Ordering COMIN 25 5 oscc lt anddadateee ta dated Kade eee kaw ees 194 renee 24g eae as aae ae Oke se ea hae oe ee See eS 196 ee Dats a E boueheaiGeee heat E E E T 198 Disconnecting irom Essbase vissrerersrererddrters terasan i ture sees 204 OMI ace ee EEE E E ke Re Re ETS 205 a E L E E ET een er TS E E E E T EE EE E 229 Introduction to Essbase In This Cha
272. t Retrieving Data into Asymmetric Reports When you retrieve data into a worksheet the resulting report can be either symmetric or asymmetric Symmetric reports are characterized by repeating identical groups of members For example Figure 90 on page 107 shows a symmetric report that contains Actual and Budget members nested below Year members Qtr1 Qtr2 Qtr3 and Qtr4 An asymmetric report is characterized by groups of nested members that differ by at least one member There can be a difference in the number of members or in the names of members You can create asymmetric reports in multiple ways e Enter member names into the worksheet in free form retrieval mode Performing Advanced Retrieval Tasks 107 e Usea drill action with the Within Selected Group option selected from the Zoom page of the Essbase Options dialog box e Suppress rows that contain missing values zero values or underscore characters during data retrievals If you retrieve data into an asymmetric report Essbase must perform additional internal processing to maintain the asymmetric layout This processing may increase the retrieval time on large reports For more information regarding optimizing reports see the Oracle Essbase Database Administrator s Guide As part of the default Essbase installation the Asymm x1sl sample file is provided that illustrates how to create asymmetric reports To view the sample file Asymm x1s 1 Select File then Open
273. t A message is displayed if the combination of cells you select is not valid for performing a multi cell drill through operation Access the Linked Objects Browser in either of these ways e Select Essbase then Linked Objects to open the Linked Objects Browser see Figure 180 Accessing Drill Through Reports from the Spreadsheet 187 Figure 180 Linked Objects Browser Dialog Box with Drill Through Entry Selected Linked Objects Browser Localhost Sample OLAP_TBC x Member Combination Linked Objects Linked Object and Object Created By Drill Through se Integration Server Essbase Integration Server Essbase L Attach Edit Yiew Launch Delete Help Close e In Essbase Options Global page select Enable Linked Object Browsing This option enables you to double click a linked object cell to open the Linked Objects Browser dialog box This option works only with single cell selection Ifyou select a range of cells use the Essbase Linked Objects menu command 3 Select the drill through report entry and click View Launch 4 In Select Drill Through Report select Market detail and click Execute The results of the drill through report are displayed in a spreadsheet The results of the Market Detail report shows that the regional director for the East region is John West and that the population for New York is between 18 000 001 21 000 000 Figure 181 Results of Market Detail Drill Thro
274. t Columns option in the Display page of the Essbase Options dialog box adjusts columns for you Reviewing the Sample Basic Database The Sample Basic database used in this tutorial is based on a hypothetical company in the beverage industry The major products of the company are various kinds of sodas These products are sold in U S markets which are categorized by state and region Financial data for the company is collected monthly and is summarized by quarter and by year The company uses Essbase to calculate financial and accounting data such as sales cost of goods sold and payroll The company tracks both actual and budget data as well as the variance and percent variance between the two Retrieving Data Now that you are more familiar with the Essbase environment you can connect to an instance of Essbase Server and start using Essbase and Spreadsheet Add in This section guides you through a typical Essbase session where you connect to a database and retrieve data in various ways This topic outlines these basic retrieval tasks e Connecting to a Database on page 30 e Changing a Password Optional on page 32 e Retrieving Data from a Database on page 32 Retrieving Data 29 30 Basic Tutorial e Canceling a Data Retrieval Request on page 34 e Restoring the Previous Database View on page 34 e Drilling Down to More Detail on page 35 e Drilling Up to Less Detail on page 38 e Cu
275. t Qtr4 Year 4 100 Profit 5 Inventory 6 200 Profit Inventory 8 200 Profit 9 Inventory 10 400 Profit 11 Inventory 12 Diet Profit 13 Inventory 14 Product Profit 5 In cell G1 click the secondary mouse button on Market and drag Market to product 100 cell A4 Essbase executes the pivot without retrieving data The result is shown in Figure 37 50 Basic Tutorial Figure 37 Result of Pivoting Navigate Without Data Enabled 1 Actual Budget 2 Qtri Qtr2 Ot Qtr Year Gtr Ot tS Qtr4 3 Market 100 Profit 4 I Inventory 5 200 Profit 6 Inventory 300 Profit 8 Inventory 9 400 Profit 10 Inventory 11 Diet Profit 12 Inventory 13 Product Profit 14 Inventory Navigating without data also works with the Keep Only and Remove Only commands To navigate without data when using the Keep Only or Remove Only command Select Qtr1 cell D2 and Qtr2 cell E2 and select Essbase then Keep Only Essbase retains only the selected members and does not retrieve data see Figure 38 Figure 38 Result of Keep Only Navigate Without Data Enabled 1 2 3 Market 100 Profit 4 Inventory 5 200 Profit 6 Inventory z 300 Profit 8 Inventory 9 400 Profit 10 Inventory 11 Diet Profit 12 Inventory 13 Product Profit Select products 300 cell B7 400 cell B9 and Diet cell B11 and select Essbase then Remove Only Essbase executes the Remove Only command without actually querying the database f
276. t AUG x ccci ses cass eaccdseics duets ee ddnaline dandy ER beaks AERONA aa 17 TMG NS Rreve GUISES sisiane ne aasebieaeinien aepiate ad adden dte aeueukdeaoinndemnieulitaune eaeseddeeaenci ies 24 REMC VINE DALE cc saaiiicey a eaienen eieadoreupeaiiae a peed Eee 29 Prong Retaining and Suppressing Datei sesaiicasvauunnnsecaiwxaavedebar A E T 42 FON ALU Mane WO NEEL EEP EE A EEE E E N AA A E E E N E E E 55 Creatine Ouenes Usne QUEN DESENE marierai E A EEE Ra EE IN Eii 69 Selec MEMDEIS essesi engri anan onsa D OOA EOAR 82 SAVING Onc RISCO TIE einai kea A E A 89 O TO PNG TASK esna r E E NA E A AA E 91 About the Basic Tutorial When you add Spreadsheet Add in to Excel most spreadsheet operations remain unchanged Spreadsheet Add in adds an Essbase menu and toolbar and mouse shortcuts with which you can access Essbase applications and databases Basic tasks are described in this tutorial chapter These are tasks that you probably use often when working with Essbase Chapter 3 describes more advanced tasks Tasks must be completed in succession as each tutorial task builds upon the previous task The examples in this tutorial are based on the Sample Basic database that is included with the Essbase installation Contact the Essbase system administrator for information about accessing the Sample Basic database or about accessing other databases on Essbase Server Getting Acquainted with Spreadsheet Add in This following topics will help you to get
277. t Budget Budget bh by bel 5726 5650 5600 5780 3735 4150 4350 3850 8278 7970 8320 7620 6043 7720 6300 7570 Leave the Asymm x1s file open for the next tutorial task Linking a URL to a Data Cell AURLis an address string that identifies resources on the World Wide Web such as documents images and downloadable files With the linked reporting objects feature you can link a URL to a data cell so that users who have access to the database can link directly to the specified URL When you access the cell from Spreadsheet Add in your default Web browser opens and displays the specified URL Using Linked Reporting Objects 149 Note For more information on URL syntax see Oracle Essbase Spreadsheet Add in Online Help Ifyou havea Web browser and Internet access follow these steps to link a data cell to the Oracle Web site 1 Inthe Asymm x1s file select cell E5 see Figure 144 Note You can link objects only to data cells not to cells containing member names Figure 144 Selecting a Data Cell for Linking to a URL Actual Budget Budget Budget by Be 7300 5726 5650 5600 5780 3735 4150 4350 3850 8278 7970 8320 7820 8043 7720 6300 7570 2 Select Essbase then Linked Objects The Linked Objects Browser dialog box is displayed 3 In Linked Objects Browser click Attach The Attach Linked Object dialog box is displayed 4 Under Attachment Type select URL see Figure 145 Figur
278. t are converted and stored in the database You may want to perform currency conversions dynamically as well Essbase provides this capability with the Currency Report command This command enables you to interactively change the currency rates and types applied to the retrieval To perform an ad hoc conversion on data in Convert x1s 1 From HYPERION_HOME products Essbase EssbaseClient client sample open Convert xls The worksheet contains data that is already converted to U S dollars 2 Select Essbase then Connect and connect to the Sample Interntl database Select Essbase then Retrieve Select Essbase then Currency Report 170 Advanced Tutorial The Essbase Currency Report dialog box is displayed see Figure 165 Figure 165 Essbase Currency Report Dialog Box Essbase Currency Report x m Current Setting Clear CurName CurType CAD bai Cancel Year CurCategory none ba none Help The Essbase Currency Report dialog box enables you to modify the exchange rates applied to the retrieval interactively with options for currency settings names categories and years For more information see Oracle Essbase Spreadsheet Add in Online Help Note The dimension names CurName CurType and CurCategory are default names for a currency database The application designer can use different names for any of these dimensions Select the currency settings that you want to apply For example select CAD
279. t to a production environment migration audit report A report generated from the migration log that provides tracking information for an application migration migration definition file mdf A file that contains migration parameters for an application migration enabling batch script processing migration log A log file that captures all application migration actions and messages migration snapshot A snapshot of an application migration that is captured in the migration log MIME Type Multipurpose Internet Mail Extension An attribute that describes the data format of an item so that the system knows which application should open the object A file s mime type is determined by the file extension or HTTP header Plug ins tell browsers what mime types they support and what file extensions correspond to each mime type mining attribute In data mining a class of values used as a factor in analysis of a set of data minireport A report component that includes layout content hyperlinks and the query or queries to load the report Each report can include one or more minireports minischema A graphical representation ofa subset of tables from a data source that represents a data modeling context missing data MISSING A marker indicating that data in the labeled location does not exist contains no value or was never entered or loaded For example missing data exists when an account contains data for a previous or futur
280. ter of the year select Within Selected Group in Member Retention To drill up only on Qtr1 On Zoom under Member Retention select Within Selected Group and click OK Make sure that Include Selection is selected To drill up on Qtr1 in cell B3 double click the secondary mouse button Figure 23 shows that drilling up to the Year dimension affects only New York All other states show data for all four quarters Figure 23 Result of Drilling Up Within a Selected Group Measures Product Actual Budget Variance Variance Scenario New York Year 8202 9220 1018 11 04121475 8202 Massachusetts tri 1532 1690 158 9 349112426 1532 Qtr2 1750 1900 150 7 894 736842 1750 Otrs 1936 2100 164 7 80952381 1936 Otra 1494 1610 116 7 204968944 1494 Year 6712 7300 588 8 054 794521 6712 Florida Otri 1070 1300 230 17 69230769 1070 Otr2 1339 1570 231 14 7133758 1339 Otr3 1495 1730 235 13 58381503 1495 tra 1125 1300 175 13 46153846 1125 Before moving on with the tutorial disable the Within Selected Group option a Select Essbase then Options and select Zoom b In Member Retention clear Within Selected Group and click OK Select File then Close to close the worksheet Retrieving Data 41 Pivoting 42 Basic Tutorial You do not need to save the worksheet Retaining and Suppressing Data After you retrieve data into the worksheet you may want to manipulate the data in various ways For example you may want to
281. that stores point in time balances of a company s liabilities Examples of liability accounts include accrued expenses accounts payable and long term debt life cycle management The process of managing application information from inception to retirement Lifecycle Management Utility A command line utility for migrating applications and artifacts line chart A chart that displays one to 50 data sets each represented by a line A line chart can display each line stacked on the preceding ones as represented by an absolute value or a percent line item detail The lowest level of detail in an account lineage The relationship between different metadata elements showing how one metadata element is derived from one or more other metadata elements ultimately tracing the metadata element to its physical source In Essbase Studio a lineage viewer displays the relationships graphically See also traceability link 1 A reference to a repository object Links can reference folders files shortcuts and other links 2 Ina task flow the point where the activity in one stage ends and another begins link condition A logical expression evaluated by the taskflow engine to determine the sequence of launching taskflow stages linked data model Documents that are linked to a master copy in a repository linked partition A shared partition that enables you to use a data cell to link two databases When a user clicks a linked cell i
282. that you see in a Summary chart Detail charts appear in the Investigate Section in columns below the Summary charts If the Summary chart shows a Pie chart then the Detail charts below represent each piece of the pie dimension A data category used to organize business data for retrieval and preservation of values Dimensions usually contain hierarchies of related members grouped within them For example a Year dimension often includes members for each time period such as quarters and months dimension build The process of adding dimensions and members to an Essbase outline dimension build rules Specifications similar to data load rules that Essbase uses to modify an outline The modification is based on data in an external data source file dimension tab In the Pivot section the tab that enables you to pivot data between rows and columns dimension table 1 A table that includes numerous attributes about a specific business process 2 In Essbase Integration Services a container in the OLAP model for one or more relational tables that define a potential dimension in Essbase dimension type A dimension property that enables the use of predefined functionality Dimensions tagged as time have a predefined calendar functionality dimensionality In MaxL DML the represented dimensions and the order in which they are represented ina set For example the following set consists of two tuples of the same dimensionality because th
283. the grid POV instead of the row column or page group A container for assigning similar access permissions to multiple users GUI Graphical user interface head up display A mode that shows your loaded Smart Space desktop including the background image above your Windows desktop highlighting Depending on your configuration chart cells or ZoomChart details may be highlighted indicating value status red bad yellow warning or green good Historical Average An average for an account over a number of historical periods holding company An entity that is part of a legal entity group with direct or indirect investments in all entities in the group host A server on which applications and services are installed host properties Properties pertaining to a host or if the host has multiple Install_Homes to an Install_Home The host properties are configured from the CMC Hybrid Analysis An analysis mapping low level data stored in a relational database to summary level data stored in Essbase combining the mass scalability of relational systems with multidimensional data hyperlink A link to a file Web page or an intranet HTML page Hypertext Markup Language HTML A programming language specifying how Web browsers display data identity A unique identification for a user or group in external authentication image bookmarks Graphic links to Web pages or repository items IMPACTED status Indicates changes in ch
284. ting in an Asymmetric Report 1 2 3 Acluial fudget fudge Luge 4 Qtrl Qtr2 Qtr3 Qtr4 5 East WestlEast West East West East West 6 Colas 6292 6950 6760 8800 7300 9100 5570 8430 7 Root Beer 5726 8278 5650 7970 5600 8320 5780 7820 8 Fruit Soda 3735 8403 4150 5840 4350 6070 3850 5280 9 Cream Soda 4868 8043 4030 7720 3850 8300 3170 7570 Essbase combines the Product members into all unique members For example Root Beer which is displayed twice in Figure 91 on page 108 is displayed only once in the current view Colas which is displayed in only one market in Figure 91 now is displayed in East and West Essbase also removes the blank line between Product row groups A pivot action always eliminates any rows or columns in which all cells are empty 2 Close the sample file without saving the changes Drilling Down to a Sample of Members Optional Essbase is a multidimensional database engine that provides support for ad hoc analysis Such analysis is entirely driven by the intuition of the analyst and can be time consuming as data volume increases Large cubes tend to have more dimensions and sometimes more levels making hierarchical navigation very cumbersome By drilling down to a portion of the members in an Essbase database you can quickly analyze a large multidimensional database with a focus on data trends This type of drilling down is also called metadata sampling Metadata sampling enables you to analyze o
285. tion servlet A piece of compiled code executable by a Web server Servlet Configurator A utility for configuring all locally installed servlets Glossary 223 shared member A member that shares storage space with another member of the same name preventing duplicate calculation of members that occur multiple times in an Essbase outline Shared Services Registry Part of the Shared Services database the Shared Services Registry stores and re uses information for most installed EPM System products including installation directories database settings deployment settings computer names ports servers URLs and dependent service data Shared Workspace Page Workspace Pages shared across an organization which are stored in a special System folder and can be accessed by authorized users from the Shared Workspace Pages Navigate menu sibling A child member at the same generation as another child member and having the same immediate parent For example the members Florida and New York are children of East and each other s siblings single sign on Ability to access multiple EPM System products after a single login using external credentials smart slice In Smart View a reusable perspective of a data source that contains a restricted set of dimensions or dimension members Smart Space client software Runs on the client s computer and provides gadgets instant collaboration and access to the Reporting and Analysis repository It i
286. tion Dynamically calculating database members benefits Essbase Server in these ways Performing Advanced Retrieval Tasks 125 e Reduced disk usage e Reduced database restructuring time e Reduced time to back up the database Database values thatEssbase calculates dynamically take slightly longer to retrieve in Spreadsheet Add in because calculations must be performed before retrieving data into the worksheet For more information on dynamic calculation see the Oracle Essbase Database Administrator s Guide Tip Enable the Navigate Without Data feature while you arrange the spreadsheet report so that Essbase does not dynamically calculate the database as the report is being created For more information on the Navigate Without Data feature see Navigating Through the Worksheet Without Retrieving Data on page 49 Because there may bea performance impact on retrieving data for dynamic calculation members define visual cues or styles for these members so that you can identify them in Spreadsheet Add in As part of the defaultEssbase installation the Asymm x1s sample file is provided that illustrates how to use Dynamic Calculation members To view Asymm xls 1 Select File then Open 2 From HYPERION_HOME products Essbase EssbaseClient client sample open Asymm xls 3 To drill up on Actual in cell C3 double click the right mouse button 4 In cell C3 drill down on Scenario to display all members of Scenario Essbase di
287. tions are installed on the same computer integration Process that is run to move data between EPM System products using Shared Services Data integration definitions specify the data moving between a source application and a destination application and enable the data movements to be grouped ordered and scheduled intelligent calculation A calculation method tracking updated data blocks since the last calculation Interactive Reporting connection file oce Files encapsulating database connection information including the database API ODBC SQL Net etc database software the database server network address and database user name Administrators create and publish Interactive Reporting connection files oce intercompany elimination See elimination intercompany matching The process of comparing balances for pairs of intercompany accounts within an application Intercompany receivables are compared to intercompany payables for matches Matching accounts are used to eliminate intercompany transactions from an organization s consolidated totals intercompany matching report A report that compares intercompany account balances and indicates if the accounts are in or out of balance interdimensional irrelevance A situation in which a dimension does not intersect with other dimensions Because the data in the dimension cannot be accessed from the non intersecting dimensions the non intersecting dimensions are not relevant
288. tions from the sample database for the drill through report This file is provided as part of the default Essbase installation Set a style for data cells that are associated with drill through reports Keep in mind these guidelines during the tutorial e Each tutorial task builds upon the previous one and tasks must be followed in succession e Optional tasks are included for your reference only and should not be performed as part of the tutorial For more information on these tasks see the Drill through Help section of Oracle Essbase Spreadsheet Add in Online Help e The examples used in this tutorial are based on the sample database that is included with the Integration Services installation Contact the person at your organization who installs Integration Services for information about accessing the sample database e Set the options in the Essbase Options dialog box as described in Setting Essbase Options on page 177 If the option settings are different the illustrations presented in this chapter may not match the spreadsheet view e Ifyou make a mistake during the tutorial select Essbase then FlashBack to return to the previous spreadsheet view Setting Essbase Options Before you begin the tutorial make sure that the spreadsheet options are set to the initial settings as illustrated in Figure 169 through Figure 173 If your option settings are different the illustrations presented in this chapter may not match the spread
289. tive online help system To access Oracle Essbase Spreadsheet Add in Online Help choose one option e In Excel select Help then Essbase Help to access the entire online help system and browse or search for information Getting Acquainted with Spreadsheet Add in 21 22 Browse or search through the system to view general information on Spreadsheet Add in Essbase command descriptions procedural information for completing tasks Spreadsheet Toolkit macros and Visual Basic for Applications VBA function descriptions In each Spreadsheet Add in dialog box click Help to access information specific to the particular dialog box The Help buttons enable you to find the information that you need without having to search the entire help system Note Oracle Essbase Spreadsheet Add in Online Help provides a comprehensive section on Spreadsheet Toolkit which enables you to customize and automate your use of Essbase by using macros and VBA functions In Query Designer click in the navigation pane to access Query Designer online help topics Enabling Mouse Actions These terms are used throughout this guide to describe mouse operations Primary mouse button and secondary mouse button describe the buttons on a two or three button mouse Usually right handed users configure the left mouse button as the primary button and the right mouse button as the secondary mouse button The primary mouse button is the one that you use
290. to rows 36 less detail 38 modes 131 more detail 35 performance impact 62 108 126 range of cells 119 retaining formulas and 113 116 selected cells 119 starting process and 32 suppressing data and 49 reverting to previous database view 34 TOWS blank 111 deleting during pivot 109 displaying as columns 42 displaying selected 46 filtering by 101 keeping discontinuous 47 nested 36 pivoting 42 removing selected 48 retrieving into 36 sorting within 105 suppressing values in 53 166 S sample databases connecting to 31 168 described 29 168 in drill through 182 files for tutorial location 93 Sample Basic connecting to 31 described 29 Sample Data Zoom In command 110 sample directory 93 sampling 109 110 Save As command 90 Save command 90 saving Index 237 A B C D E F GH I K L drill through filters 202 queries 76 worksheets 90 saving queries 76 secondary mouse button 22 select defined 22 Select Calc Script option 162 Select Columns and Display Order dialog box 194 195 Select Data Filters dialog box 199 Select Data Sort Order dialog box 196 Select Drill Through Report dialog box 189 192 Select Filter Values from the List dialog box 200 selecting cells to keep 46 cells to remove 48 latest time period 128 members 82 multiple cells with drill through 187 nonadjacent cells 47 range of cells for retrieval 119 Send command 160 sending dat
291. to start Windows applications the secondary mouse button is used for auxiliary operations Click refers to use of the primary mouse button The term right click refers to use of the secondary mouse button Select chooses the object that is under the cursor when you press and release the primary mouse button Select a worksheet cell for example by moving the cursor to the cell and pressing and releasing the primary mouse button Click that is both click and right click describes a quick press and release action on a command object Click a button for example to execute a command Double click describes two quick press and release actions that are executed in rapid succession Double click an application icon for example to start a Windows application Drag describes a press hold and move action Place the cursor on an object press a mouse button hold the mouse button down as you move the object and release the mouse button when you reach your goal For example you can highlight a range of cells in a worksheet by dragging the cursor over the cells Basic Tutorial Note Essbase uses a drag operation called a pivot A pivot requires use of the secondary mouse button To execute a pivot you must press and hold the secondary rather than the primary mouse button while dragging the selection Essbase offers enhanced mouse actions in Excel You can use the mouse to perform any of these tasks e Retrieve data e Drill
292. tors or notify subscribing users when exceptions are generated exchange rate A numeric value for converting one currency to another For example to convert 1 USD into EUR the exchange rate of 0 8936 is multiplied with the U S dollar The European euro equivalent of 1 is 0 8936 exchange rate type An identifier for an exchange rate Different rate types are used because there may be multiple rates for a period and year Users traditionally define rates at period end for the average rate of the period and for the end of the period Additional rate types are historical rates budget rates forecast rates and so on A rate type applies to one point in time expense account An account that stores periodic and year to date values that decrease net worth if they are positive Extensible Markup Language KML A language comprising a set of tags used to assign attributes to data that can be interpreted between applications according to a schema external authentication Logging on to Oracle s Hyperion applications with user information stored outside the applications typically in a corporate directory such as MSAD or NTLM externally triggered events Non time based events for scheduling job runs Extract Transform and Load ETL Data source specific programs for extracting data and migrating it to applications extraction command An Essbase reporting command that handles the selection orientation grouping and ordering of raw d
293. tr2 Scenario a Cola E M es S2Gen2 Scenario Diet Cola u u Market Caffeine Free Cola J I l i S2Region Marks af Se State Old Fashioned ME E B E Population al J Root Beer Diet Root Beer EE i E Product Text Birch Beer eas a SaCategory Color Prot Dark Cream z E eProduct SKU nz ER Sen Cream Soda Vanilla Cream E m Diet Cream Grape a pase Eez Additions A Level of Detail i Endino Inventory Fruit Soda Orange El _ i Ratios Strawberry ee peal P Margin Cola aes Sz 1808288228828823 e Profit Color Profit x Diet Cola Profit per Ounce Measure Values Caffeine Free Cola 49 18 50 70 OK 2K 4K 6K OK 2K 4K 6K OK 2K 4K 6K OK 2K 4K Sets Sales Sales Sales Sales 4 ld 4 gt di Sheet 1 Ready 168 marks 42 rows by 4 columns SUM of Sales 400 855 You are now ready to pass the data from the visual worksheet into an Excel worksheet in Spreadsheet Add in 14 Optional In Visual Explorer you can further analyze the data in the Sample Basic database by completing any of these tasks Note These tasks are optional Optional tasks are for informational purposes only and do not need to be performed as part of the tutorial e Drag State from the Database Schema and drop it on the Page shelf Performing Advanced Retrieval Tasks 143 The view is recalculated to view the data for individual states The Current
294. ttons 22 Help accessing 21 Hybrid Analysis enabling in the Zoom page Essbase Options dialog box 25 l in cell editing 23 installation drill through 176 installation toolbar 19 Integration Server 10 173 Integration Server drill through See drill through Internet linking cells to URLs 149 Interntl sample database 168 K Keep Only command described 46 in Formula Preservation mode 116 Keep Only icon 21 L labels applying styles 59 displaying with aliases 64 entering in spreadsheet 131 134 member names See member names repeating 65 Latest Time Period option 129 latest time period specifying 128 234 Index M N 0 P Q R S T U V W XZ levels cascading by 164 defined 15 drilling down 39 drilling in 40 entering names 138 linked objects partitions See linked partitions reporting objects See linked reporting objects Linked Objects Browser dialog box 156 158 188 192 LROs 145 Linked Objects command 145 148 150 linked partitions access privileges 159 accessing from spreadsheet 158 cells applying styles 158 Linked Reporting Objects accessing from spreadsheet 151 applying styles 147 cell notes 148 creating 144 external files 145 URLs 149 linking cell notes 148 external files 145 partitions 158 URLs to data cells 149 list cascaded sheets 166 Lock command 160 locking data blocks with multiple users 159 logging off of Essbase See disconnecting on to a
295. u must enter 100 in the worksheet e You cannot cancel a retrieve in Free Form mode e You cannot apply Essbase styles in Free Form mode e Essbase removes blank rows and columns on any retrieval action e Excel does not support Report Writer formatting commands such as BRACKETS DECIMAL and EUROPEAN in Free Form mode They are incompatible with the Excel formatting features e When you are in Free Form mode an Auto Sort Rows option is available in the Display page of the Essbase Options dialog box If you select this feature Essbase retrieves data in symmetric rows The rows are sorted according to the order specified in the database outline e Not all Formula Preservation and Modes options Essbase Options dialog box Mode page are available in Free Form mode e To use Dynamic Time Series in Free Form mode do not put the Dynamic Time Series member and the latest time period for example Q T D Feb in the same cell You need to enter the Dynamic Time Series member Q T D in one cell and the latest time period within parentheses Feb in a separate adjacent cell y To construct a free form report in Free Form retrieval mode Select File then New or click ol to open a new worksheet Select Essbase then Options and select Mode In Retrieval select Free Form Aa U N e Select Display 134 Advanced Tutorial 5 6 In Cells select Auto Sort Rows and click OK Enter the member names into the wor
296. u with this information 2 Access the Linked Objects Browser in either of these ways e Select Essbase then Linked Objects to open Linked Objects Browser see Figure 180 e InEssbase Options Global page select Enable Linked Object Browsing This process enables you to double click a linked object cell to open the Linked Objects Browser dialog box This option works only with single cell selection If you select a range of cells use the Essbase Linked Objects menu command 3 Select the drill through report entry and click View Launch The Select Drill Through Report dialog box is displayed Note In the Select Drill Through Report dialog box if the Customize button is available you can customize the report If more than one drill through report is displayed you can select from the different drill through reports In this tutorial only one report Measures detail is displayed and customizable 4 In Available Reports select Measures see Figure 187 192 Drill Through Tutorial Figure 187 Selecting the Sample Drill Through Report Select Drill Through Report Oix Measures detail 5 Click Customize Note The Customize button may or may not be available for any given report depending on how the report was defined in Integration Services Console The first screen of the Drill Through Wizard is displayed see Figure 188 Figure 188 Drill Through Wizard Dialog Box Introductory Screen Dri
297. ugh Report D If there is only one report available for the cells that you select in the spreadsheet and if that report is not designed to be customized the drill through process generates the report and immediately displays the results in the spreadsheet The person at your organization who develops drill through reports specifies whether you can customize a report and whether you need to log in to access the drill through report and the relational data source 5 Follow the steps in Selecting Drill Through Reports to View or Customize on page 189 to select a report to customize 188 Drill Through Tutorial Selecting Drill Through Reports to View or Customize After you launch the drill through process from the Linked Objects Browser dialog box Integration Services displays the Select Drill Through Report dialog box under one or the other of these conditions e More than one drill through report exists for the cell or cell range that you select in the spreadsheet e Only one report exists but you have the option of customizing it using the Drill Through Wizard The Select Drill Through Report dialog box displays the list of drill through reports available for the cells that you select in the spreadsheet Depending on how a report is defined in Integration Services Console you may have access only to view not customize the report The sample report used for this tutorial is the Measures Detail report You will use the Dri
298. ulation members 125 Dynamic Time Series members 128 members 14 output cascaded sheets 164 overlapping styles 62 P parent members applying styles to 56 defined 14 Partitioning product See linked partitions partitions See linked partitions passwords changing 32 entering 94 pattern matching 86 pivot asymmetric reports and 108 by dragging 42 described 23 42 effect on text 112 formatted sheets and 114 formula preservation and 114 rows or columns 42 109 unavailable 112 without retrieving data 50 Pivot command 42 power loss effect of abnormal shutdown 91 preferences See options 236 Index K L M N 0 P Q R S T U V W X Z preserving formulas 113 119 primary mouse button 22 printer destination cascaded sheets 164 programming interface 10 Q queries applying 78 applying styles 79 creating 71 defining 69 deleting 79 retrieving 69 saving 76 Query Designer applying option settings 81 connecting to multiple databases 80 creating queries 71 data filtering panel 101 data sorting panel 105 filtering data 100 hint panel 69 layout panel 71 messages 107 messages and confirmations 79 navigation panel 69 properties panel 69 save as query dialog box 76 sorting data 105 Query Designer icon 21 R read only cells 60 read write cells 60 registering Spreadsheet Add in 18 relational data source 192 relational databases accessing using drill through 173 remot
299. umn heading format that displays data from multiple dimensions For example a column heading that contains Year and Scenario members is a nested column The nested column heading shows Q1 from the Year dimension in the top line of the heading qualified by Actual and Budget from the Scenario dimension in the bottom line of the heading NO DATA status A consolidation status indicating that this entity contains no data for the specified period and account non dimensional model A Shared Services model type that includes application objects such as security files member lists calculation scripts and Web forms non unique member name See duplicate member name note Additional information associated with a box measure scorecard or map element Notifications gadget Shows notification message history received from other users or systems null value A value that is absent of data Null values are not equal to zero numeric attribute range A feature used to associate a base dimension member that has a discrete numeric value with an attribute that represents a value range For example to classify customers by age an Age Group attribute dimension can contain members for the following age ranges 0 20 21 40 41 60 and 61 80 Each Customer dimension member can be associated with an Age Group range Data can be retrieved based on the age ranges rather than on individual age values ODBC Open Database Connectivity A database access
300. upport eliminates one server or database as a single point of failure in a system clustered bar charts Charts in which categories are viewed side by side useful for side by side category analysis used only with vertical bar charts code page A mapping of bit combinations to a set of text characters Different code pages support different sets of characters Each computer contains a code page setting for the character set requirements of the language of the computer user In the context of this document code pages map characters to bit combinations for non Unicode encodings See also encoding column A vertical display of information in a grid or table Acolumn can contain data from one field derived data from a calculation or textual information committedaccess An Essbase Kernel Isolation Level setting that affects how Essbase handles transactions Under committed access concurrent transactions hold long term write locks and yield predictable results computed item A virtual column as opposed to a column that is physically stored in the database or cube that can be calculated by the database during a query or by Interactive Reporting Studio in the Results section Computed items are calculations of data based on functions data items and operators provided in the dialog box and can be included in reports or reused to calculate other data configuration file The security platform relies on XML documents to be configured by th
301. utline relationships such as sibling generation and level member specific report command A type of Report Writer formatting command that is executed as it is encountered in a report script The command affects only its associated member and executes the format command before processing the member merge A data load option that clears values only from the accounts specified in the data load file and replaces them with values in the data load file metadata A set of data that defines and describes the properties and attributes of the data stored in a database or used by an application Examples of metadata are dimension names member names properties time periods and security 218 Glossary metadata elements Metadata derived from data sources and other metadata that is stored and cataloged for Essbase Studio use metadata sampling The process of retrieving a sample of members in a dimension in a drill down operation metadata security Security set at the member level to restrict users from accessing certain outline members metaoutline In Integration Services a template containing the structure and rules for creating an Essbase outline from an OLAP model metric A numeric measurement computed from business data to help assess business performance and analyze company trends migration The process of copying applications artifacts or users from one environment or computer to another for example from a testing environmen
302. vides a convenient toolbar that displays icons for accessing most of the common Essbase commands without having to open the Essbase menu Prior to using the Essbase toolbar you must install the toolbar by opening an Excel file that is provided as part of the default Essbase installation See Using the Essbase Toolbar on page 20 To install the Essbase toolbar Start Excel Select File then Open From HYPERTON_HOME products Essbase EssbaseClient client sample open esstoolb xls A blank worksheet opens Depending on how software is installed on your computer the file may not be available or may be located in a different directory If you cannot locate the file contact the Essbase system administrator Note Upon using Excel two dialog boxes may be displayed warning that the esstoolb x1s file may contain macros If so click the Enable Macros button on the first dialog box and click OK on the second dialog box The macros must be enabled for the Essbase toolbar to work Select File then Close to close the esstoolb x1s file You do not need to modify or save the file You do not need to install the toolbar again unless you delete the Essbase toolbar from the Excel Toolbars dialog box Getting Acquainted with Spreadsheet Add in 19 20 Basic Tutorial Note If you have toolbars turned off in Excel you do not see the Essbase toolbar immediately You must first enable toolbars See Using the Essbase Toolbar on
303. wse to select a destination directory from the Browse dialog box 12 In Destination Types select Separate Workbooks the default setting to create separate spreadsheet files for each cascaded worksheet You can also choose to create only one workbook with separate worksheets for each cascaded report or you can choose to send the cascaded reports to the printer 13 In File Information select Overwrite Existing Files the default setting When this option is selected Essbase overwrites any cascaded worksheets with the same file name 164 Advanced Tutorial 14 15 You can also select the Open Created Files option to open each cascaded file in the spreadsheet as it is created Caution Depending on the number of replicated worksheets that you want to create the Cascade command can create more worksheets than can be stored in the memory of your computer Therefore the Open Created Files option should not be used when you are replicating large numbers of worksheets In Naming Information for Prefix enter BUD The completed Destination Options page should match Figure 112 Figure 159 Destination Options Page Essbase Cascade Options x Cascade Information Destination Options Format Options m Destination Director _ p Destination Types Jesteme Separate Workbooks C One Workbook Separate Sheets Browse Printer Printer m File Information r Naming Information Open Created Files Prefix
304. x is displayed Figure 193 Order By Dialog Box Cancel Help Descending c Select Ascending or Descending and click OK to return to Select Data Sort Order 5 Click Next to display Select Data Filters and follow the steps in Filtering Data on page 198 to customize the report further Filtering Data You can create and apply filters to determine what Integration Services retrieves for the drill through report You can also save edit and delete the filters that you create For any given column you may want to retrieve only data that meets certain conditions For example the MEASURES CHILD column in the sample database contains all children of the Measures dimension In the sample drill through report if you do not apply a filter to this list of measures Integration Services retrieves all children from the relational source because the sample drill through report applies to all children of Measures In this section you will apply a filter to the MEASURES CHILD column so that all children of Measures except Misc are included in the report Note When you apply a filter on a non level 0 member using Integration Services the filter may return more members than expected To work around this problem use the Drill Through Wizard gt To define a filter 1 In Column select MEASURES CHILD The columns in the Column list box are those that you selected in Selecting and Ordering Columns on page 194 s
305. x is optional Click OK to close the dialog box and link the file to the cell Essbase copies the file to the server and establishes a link to the current data cell Click Close to close Linked Objects Browser Do not close the Asymm x1s file You use the file in the next tutorial task To recognize cells that have linked reporting objects attached to them you may want to apply a visual cue or style to the cells To apply styles Select Essbase then Options and select Style In Data Cells select Linked Objects Click Format From Font style select Italic From Color select Purplem and click OK Select Display In Cells select Use Styles and click OK Select Essbase then Retrieve to refresh the worksheet and apply the styles Cell D5 the cell to which you just attached the linked file is now displayed in purple italic font see Figure 141 Essbase refreshes the worksheet with the other options set in the Essbase Options dialog box Using Linked Reporting Objects 147 Figure 141 Result of Applying a Style to a Linked Reporting Object Cell A B C D E F Actual Budget Budget Budget 6292 EEU Root Beer 5726 5650 5600 5780 Fruit Soda 3735 4150 4350 3850 8 8278 7970 8320 7820 10 Cream Soda 8043 7720 8300 7570 Leave the file Asymm x1s open for the next tutorial task Linking a Cell Note to a Data Cell In addition to linking external files to a data cell in Spreadsheet Add in you can
306. y mouse button The drill down action retrieves data for the level below the children of Year Qtr1 Qtr2 Qtr3 and Qtr4 see Figure 14 Retrieving Data 35 36 w ne y Basic Tutorial Figure 14 Result of Drilling Down on the Year Dimension Measures Product Market Scenario 24703 27107 Qtr3 27912 Qtr4 25800 Year 105522 Note For a discussion of the relationships among Essbase database members see Database Outlines on page 12 With Essbase you can retrieve members into columns or rows that are grouped or nested Row groups containing more than one level of data are nested within single member row groups For example a row group containing Qtr1 Qtr2 Qtr3 and Qtr4 may be nested within a single member row for a specific region such as East see Figure 15 Drilling down to lower levels of database members is one way to retrieve data into nested groups In cell D1 double click to drill down on Market and create nested groups of rows down the worksheet Figure 15 Result of Drilling Down on the Market Dimension Nested Rows Measures Product Scenario East Qtr1 5380 Qtr2 6499 Qtr 6346 Qtr4 5936 Year 24161 West Qtr1 7137 Qtr2 7515 Qtr 7939 Qtr4 7270 Year 29861 Because worksheets can accommodate more rows than columns Essbase is preset to retrieve data into rows when you drill down on a member You can change this default behavior and display the results of a drill down across colu

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