Using your Essbase Cube [ 240 ] Cubeview In the Cubeview, you are provided with a Tool bar which allows you to drill-down, retrieve data, and have an HTML view of data. The following is an example of the tool bar. For an explanation of each button available to you, simply hover over the button with the mouse. When the member selection button is clicked, the standard member selection screen will be displayed as shown in the following screenshot: In the Member Selection screen (shown above), you can see that all of the members are in the usual tree format. You also have the ability to Find… the members and also to see the Member Info… for a selected member. There are options for you to Select All of the members at one time and to Add specic members to your selection rules. Using Member Info…, you will get the dimension name of the member, the Generation number and Level number of the selected member and you can also see the Member Formula if any. You can also view the member names by alias by checking the Use Aliases checkbox. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Chapter 6 [ 241 ] When you click the Preferences button, you open the Preferences screen. In the Preferences screen (shown below), you can set the preferences for the current cube view. You can set up the number of Undo steps and also format the Member cells and Data cells by clicking on the Format Cells tab. The Format Cells checkbox is checked by default. Properties Selecting this tab in the Cubeview screen allows you to set up the data formatting properties for the current cube view grid. These properties are only applicable to the current session and cannot be saved. Some of the properties that can be set are as follows: • Drill level: When you perform a drill-down on the data, you can choose whether you want to do a drill-down to the Next level, Bottom level, or Sibling Level. By default, the drill level is set to Next level. • You can choose to Suppress Zeros, Suppress Missing and Suppress Underscores from being displayed in your report. • Selecting Display Alias Names will display member names using the alias table selected by you. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Using your Essbase Cube [ 242 ] • On the bottom of the Properties screen you will see two buttons, Refresh and Save. The Refresh button retrieves the last saved properties and refreshes the Properties screen with them, and the Save button will save the properties you have updated for this session. The next screenshot shows the Properties screen: Summary Well, we have certainly covered a lot of ground, especially in the last couple of chapters. By now you should have a good understanding of the what, when, how, and who, when it comes to installing, designing, building, loading, and now using an Essbase database system. Next up, we cover the incredible Oracle Essbase Add-in for Microsoft Excel. If ever there was a super tool, this is it! The Essbase add-in, seamlessly installed in your Microsoft Excel spreadsheet program, gives the user one of the most powerful tools for data analytics available today. Nowhere else can you start with a blank spreadsheet and end up creating, updating, calculating, analyzing, and reporting data. All of this in just minutes, without ever leaving your seat. Wow! Oh, and because we want you to be right there on top of the world of Essbase, we are also including a full section in the Appendix on Oracle Smart View. Although not a replacement for the Essbase add-in, Smart View has many similar qualities, as well as many new and exciting features. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Getting the most out of the Microsoft Excel Add-in In the real world it is no secret that a very large percentage of data and nancial analysts do their jobs using Microsoft Excel. It is also no secret that a very large percentage of these same analysts actually like Microsoft Excel very much and enjoy using it. This is probably why, after you tell them that they can continue to use Microsoft Excel to do their jobs even with the addition of Essbase, you will see a large smile spread across their faces. Just wait until you tell them they can continue to use Microsoft Excel but can now perform complex data analytics and create professional looking reports by taking advantage of the easy to install and use Essbase add-in. Our guess is that you will be peeling them off of the ceiling. Get ready, because after all of the prior instruction, it is now time to actually learn how to use Essbase and the Essbase add-in to connect to the Essbase database, analyze data, modify or create data, create reports, run database calculation scripts, use the really cool Query Designer function included in the add-in, and a whole lot more. Reporting with the Microsoft Excel Add-in Assuming you have the Essbase Add-in for Microsoft Excel installed on your PC you will see the Essbase menu pick available on the main Microsoft Excel menu toolbar. If you read how to install the add-in but did not do it, please install it now for you will need it in this chapter. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com Getting the most out of the Microsoft Excel Add-in [ 244 ] If you have installed the add-in but do not see the Essbase menu pick there is no need to re-install the add-in. Occasionally the Essbase add-in will not load when you open a new instance of Microsoft Excel. If this happens you can simply re-load the add-in by following the steps below. Steps to reload the Essbase Add-in into Microsoft Excel: 1. In Microsoft Excel, with at least the default blank workbook open, navigate to the Add-Ins screen by clicking on Tools | Add-Ins in Microsoft Excel version 2003 and earlier or by clicking Add-Ins directly in Microsoft Excel version 2007. 2. From the Add-Ins screen select the Hyperion Essbase OLAP Server DLL (non-Unicode) by checking it's box and click on OK. 3. You should see the Essbase menu pick as the add-in loads and now you are again ready to use Microsoft Excel for Essbase reporting. If, in the Add-In selection screen, you do not see the Hyperion Essbase OLAP Server DLL(non Unicode) add-in, then follow these steps to locate the add-in xll le: 1. Click on the Browse button on the Add-Ins screen. 2. Browse to where you have the Essbase add-in installed. Typically this le will be in your local drive in a path similar to: C:\Hyperion\ AnalyticServices\bin\ 3. Select the essexcln.xll le and click OK. This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009 8601 ave. p #1, , lubbock, , 79423 Download at Boykma.Com . loading, and now using an Essbase database system. Next up, we cover the incredible Oracle Essbase Add-in for Microsoft Excel. If ever there was a super tool, this is it! The Essbase add-in, seamlessly. is licensed for the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Using your Essbase Cube [ 242 ] • On the bottom of the Properties screen. right there on top of the world of Essbase, we are also including a full section in the Appendix on Oracle Smart View. Although not a replacement for the Essbase add-in, Smart View has many