Appendix [ 395 ] Adding a data source with the connection manager Before you can even begin to retrieve data from your Essbase database or through your Oracle Planning module, you will need to dene a data source to Smart View for each connection. This needs to be done individually for each Microsoft Ofce application in which you will be using Smart View. To add a data source, click on Hyperion | Connection Manager. You will then be asked to connect using either Shared Services Provider or URL Provider. In this example, we have chosen URL Provider and in the next screen you see a list box with several URL locations. In the list box, you will see Hyperion Provider and Hyperion Reporting and Analysis. To connect to Essbase, Oracle Planning, or Oracle Financial Management use URL Provider and for Financial Reporting, Production Reporting, or Web Analysis use Hyperion Reporting and Analysis. Since we are connecting to Essbase, we have selected URL Provider. For URL Location, you need to provide the location where Hyperion Provider is actually running. If your Hyperion Provider is installed on your client, then it would be running on your localhost and you need to provide the URL address. 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 A New Essbase Companion—Oracle Smart View [ 396 ] For Essbase, the default URL location is: http://localhost:13080/aps/SmartView For Oracle Planning, the default URL location is: http://localhost:8300/HyperionPlanning/SmartView Once the Provider and URL Location are entered, please click on the Next button to proceed. On the next screen you will see the Essbase server. When you click on the server the system will prompt you to enter your Essbase user name and password to connect to the Essbase server 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 Appendix [ 397 ] After you have entered your user ID and password click on the Connect button and in the next screen you will see a list of the available applications and databases on the Essbase server. Select the application and database to which you want to establish the connection and click on Next. 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 A New Essbase Companion—Oracle Smart View [ 398 ] On the next screen, you will be prompted to enter a Name and Description for the data source. When you have entered this information click on the Finish button and you are now done. You have successfully added a new data source for Smart View. To connect to this data source click on the Connect button as shown in the following screenshot: In order to establish a connection to the Essbase server, you will be asked to enter your user name and password. Once you have entered the correct information, you can click on the Connect button and you will be successfully connected to the Essbase cube. You are now ready for happy reporting. The following screenshot shows the connection manager after the connection is established: 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 Appendix [ 399 ] If you have the Essbase Add-in installed on the same PC, we need to remove the Enable Double-Clicking option from the Essbase | Options | Global tab in Microsoft Excel. Steps to update the Essbase Add-in option: 1. Open Microsoft Excel and click on Essbase | Options. 2. Click on the Global tab. 3. Uncheck the Enable Double-Clicking checkbox. 4. Click on OK. The next screenshot shows the Essbase | Options | Global tab and I assume you are quite familiar with this screen, as we have discussed it in the add-in section of this book: 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 . sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com A New Essbase Companion Oracle Smart View [ 396 ] For Essbase, the default URL location is: http://localhost:13080/aps/SmartView For. the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com A New Essbase Companion Oracle Smart View [ 398 ] On the next screen, you will be prompted. for the sole use by Paul Corcorran on 5th July 20 09 8601 ave. p #1, , lubbock, , 794 23 Download at Boykma.Com Appendix [ 399 ] If you have the Essbase Add-in installed on the same PC, we need