Oracle Essbase 9 Implementation Guide- P56 docx

Getting the most out of the Microsoft Excel Add-in [ 260 ] The Expand to Descendents button will do just that. It will drill-down on the member you have selected and expand your view all the way to the zero level members. The Clear button will clear your selections and the Member Information button, when clicked, will open a small display window containing information such as UDAs, and so on, as shown in the following screenshot: Finally, on the bottom of the left side of the Member Selection screen are the options for setting the View Method. By now, you should be able to recognize the different choices. For simplicity's sake we will stick with the By Member Name setting. On the right side of the Member Selection screen is the Rules section. This is where the members you select are moved to so you can verify your selections or apply advanced selection rules to the members. Once again, Essbase is full of little tricks that make your life easier. If you remember, from the prior screenshot, the METRIC dimension is shown in the Members area of the screen. The four children of METRIC are also shown because the view has been expanded to show this. Let's say you want all four children selected and moved to the Rules section of the screen. You could accomplish this in several ways: • Double-click each individual member to move it to the Rules section • Hold down the Ctrl key and click on each individual member to highlight it, then click the Add button • Double-click the METRIC member to move it to the Rules section, then apply advanced selection rules 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 7 [ 261 ] Let's go for the third option from the above choices. Double-click the METRIC member to move it to the Rules section of the Member Selection screen. Then right-click to open a small advanced selection rules menu as shown: Notice the choices you are offered. You can pick from All Children, All Children and Member, and more. The one we want to see now is the Subset option. Please click on Subset… to open the Subset Dialog box. It is in this Subset Dialog box that you can really narrow down the member selection criteria. You can use AND/OR operators and parenthesis, as well as pointing to level names, generation names, or any combination. 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 [ 262 ] When you are nished dening your selection rules, you may click the Preview button on the Subset Dialog box, or click OK to return to the Essbase Member Selection screen where there is also a Preview button. Looking at the above screenshot of the Member Preview screen, you can see that the selection rule dened in the Subset Dialog box returns the four zero level members of the METRIC dimension. Continuing with the Member Selection screen, on the far right side, in addition to the Preview button are an Open and a Save button. Believe it or not, for your convenience, Essbase allows you to save your selections for repeated use. When saving a selection rule you must follow the usual naming conventions for Essbase le objects and limit the le name upto 8 characters. When opening a saved selection rule make sure you have the Microsoft Excel worksheet cell selected before you open the Member Selection screen, open the desired saved selection rule le and click OK. It's that simple! The four buttons immediately under the Rules pane are for selection manipulation while the selected members are still in the Rules pane. You have the options of moving members up or down to change the order in which they are displayed on your worksheet. You also have the options of removing erroneously selected members or removing all of the selected members if it's easier to just begin again. Finally, there are the Output Options checkboxes. These options affect the way Essbase drops the selected members onto the Microsoft Excel worksheet. 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 7 [ 263 ] If you decide to display your member names using Essbase member aliases, you will also have the option of choosing which alias table to use. Simply check the Use Aliases box. If you choose to Suppress Shared Members, Essbase will not return any members that would normally be returned by your selection if they are tagged as Shared Members in the database outline. This option is only available if you are viewing the outline in Level or Generation mode. If the Place Down the Sheet checkbox is checked, Essbase will place the selected members downward vertically, beginning with the active cell on the worksheet. If the box is unchecked Essbase will place the selected members horizontally across the worksheet from left to right, beginning with the active cell. If you check the Insert List Before Active Cell box, Essbase will place the selected members opposite of how they would be placed with the preceding option. Using the Keep Only function The Essbase | Keep Only function is really great. When you click this function, Essbase will automatically keep all members on the sheet, that are in the same dimension as the members in the selected cells on the worksheet. This function is perfect if you have selected all cars and pickup trucks for your initial report. You have the zero level members of the Total Vehicles dimension as your row header values, as shown in the previous screenshot. If you decide to only show cars (Sedans) on the report, then select the cells with the car member names in them, and click Essbase | Keep Only. You can also select multiple rows at the same time and click on Keep Only. The report now only contains data for cars as shown in the following screenshot: 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 [ 264 ] Using the Remove Only function After just reading about the Essbase | Keep Only function it should be pretty obvious what the Essbase | Remove Only function does. The Remove Only function removes only the members you have selected on your Microsoft Excel worksheet. If we look at the example in the Keep Only function, we see that Essbase removed all unselected members of a row or column in the worksheet. Remove Only will only remove the members that are selected. Therefore, to keep all of the 4 door car data as in the example above, you would select the 2 Door Sedan and click on Essbase | Remove Only. This will remove the 2 Door Sedan, leaving you behind the data for the 4 Door Sedan as shown in the following screenshot: Zooming in on your data Here is a nice function to get familiar with. Before we explain how this function works, please remember the setting of the Essbase Options screens where there are options to set the Zoom function's behavior. To use the Essbase | Zoom In function simply select any parent level members of a dimension listed on your Microsoft Excel worksheet and click Essbase | Zoom In. It's that easy. Let's say your Essbase Options for the Zoom functions are set to Bottom Level and Keep Selection. You select the Total Vehicles member on your worksheet and click on Essbase | Zoom In. Your sheet now has all of the Zero level members from the Total Vehicles dimension, as well as the Total Vehicles member itself as shown in the following screenshot: 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 . July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Getting the most out of the Microsoft Excel Add-in [ 264 ] Using the Remove Only function After just reading about the Essbase. is copyright and 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 Getting the most out of the Microsoft Excel Add-in [. not, for your convenience, Essbase allows you to save your selections for repeated use. When saving a selection rule you must follow the usual naming conventions for Essbase le objects and limit