Oracle Essbase 9 Implementation Guide- P59 docx

Chapter 7 [ 275 ] As you can see, nding and accessing the EQD was easy enough. By clicking on the Query Designer… selection you are presented with the primary EQD screen shown as follows: 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 [ 276 ] One look at the preceding screenshot and you will see that while the EQD is a very powerful tool, it is also a very user-friendly tool. Oracle has made great strides in creating tools that are intuitive and packed with instructions and help. Now, looking at the previous screenshot, you see the screen is divided into three panes. Each pane has its own purpose. • The upper-right pane will always contain information, tips, or even step-by-step instructions, pertinent to the area of the EQD you are currently in. • The lower-right pane, on the main screen, contains brief instructions on how to open a new query. The lower-right pane on other screens accepts input from you as you build your query. In other words, it is in this area that you make your selections. • The left pane is your organizational pane and it shows you information about the entire scope of your current Microsoft Excel session. For instance the left pane shows you, in tree format similar to the Essbase Administration Services, what workbooks you have open, what worksheets are available to you in each workbook, and important database outline dimension and member information relative to the queries you are building and the Microsoft Excel workbooks you are building them in. The active Microsoft Excel workbook that was open is selected in the left pane when you start the EQD. Anytime you select a workbook in the left pane it will display the initial, or main EQD screen. The three other EQD screens are displayed based on what selection you have made in the left pane. • By clicking on any worksheet available to EQD, a tree view is displayed in the query information screen 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 Chapter 7 [ 277 ] The query information screen contains information about the query itself like its name, location, the database connection, and so on. • The next screen in the EQD is the Messages and Conrmations screen. This screen allows input from you in the form of checkbox selections. The selections on the Messages and Conrmations screen can be very helpful depending on how you select them. As you can see in the preceding screenshot, the selections on the Messages and Conrmations screen are fairly intuitive. For example, the very rst checkbox, Dimension move deletes member selection rules, will remove member selection rules on a dimension if you move it from a row member to a column member or vice versa, when checked. Likewise, the second selection, Dimension move deletes sorting and ltering rules, will remove any sorting and/or ltering rules on a dimension if you move it from a column member to a row member or vice versa, when checked. 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 [ 278 ] When you read through the rest of the choices you will see they offer similar choices that you can select, depending on how comfortable you are using the EQD. For the most part the Messages and Conrmations selections give you the option of message boxes popping up asking for conrmation when you are attempting to perform a function in the query designer. • There is the query help screen which is shown below. Again, this screen is divided into three panes, as are the rest of the EQD screens. When you click on the Help icon in the left pane, the screen will change to the Help screen. Referring to the usual upper-right pane on the screen, you will see tips on how to use the EQD help. In the lower-right pane are two buttons. These buttons offer you the choice between stepping through an EQD tutorial or activating the EQD online help. This screen is pretty much an intuitive screen that you can best learn how to use by exploring on your own. Creating a query with Essbase Query Designer Essbase queries are associated with individual worksheets in a Microsoft Excel workbook. This is not to say that a query cannot be used in several worksheets, it's just that the development of a query must be associated with an individual 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 [ 279 ] From any of the EQD screens all you need to do to begin a query is to right-click with your mouse on any worksheet listed in any workbook that is displayed in the left or organizational pane of any of the EQD screens. When you right-click on an available worksheet it will display a menu as seen in the following screenshot: From this menu you will be offered several selections. If you click on New, you will be offered three options: • Create a new Microsoft Excel workbook • Insert a new worksheet into the active Microsoft Excel workbook • Create a new Query There are also options to Select Active Sheet, which selects the active worksheet in the workbook. You can choose to Open Query, Retrieve data into the active worksheet, or most importantly, Connect or Disconnect to and from the desired Essbase database. If you are already logged in to Essbase through the active workbook, there is no need to login again through EQD. 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 . licensed for the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Chapter 7 [ 2 79 ] From any of the EQD screens all you need to do to begin. 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 Chapter 7 [ 277 ] The query information screen contains. 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 [