A New Essbase Companion—Oracle Smart View [ 400 ] Retrieving data using Smart View in Microsoft Excel Now that you have established a connection with the Essbase server, you are ready to retrieve data. With Smart View, you can generate reports using the Free Form or you can do your own Ad-Hoc reporting. Using the Free Form reporting option, like we talked about for the Microsoft Excel Add-in, you can dene the row and column member names and click on the Hyperion | Refresh button and you will see the data as shown in the following screenshot: If you notice in the previous gure, you see a small box called [Book1]Sheet that is nothing but a POV (Point of View). The POV has all of the page dimension information for the data you are currently looking at. Right now, you are viewing data for TOTAL MARKET and you decide that you would like to see the data at a specic market level. On the POV screen, you can click on the TOTAL MARKET drop-down box and then click on the … and you will see the following Member Selection screen: 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 [ 401 ] In the Member Selection screen, you can see all of the available members for the dimension you have selected listed in the Members list box (which is on the left hand part of the Member Selection screen) and you can see all of the members you have selected in the Selection list box (right-hand side of the Member Selection screen). In the Member Selection screen, you can also select different dimensions by clicking on the Dimension drop-down list. You can also set Filters for the members you have selected to narrow your selection further. The lter can be at the Children, Descendants, Level, or Generation of the member you have selected. In this example, we have ltered the selection by the Generation and displayed the report of all of the members in Generation 5. Select all returned members by clicking on the select all button and then click on the add button to add the members into the selection list. Click on OK to return back to Microsoft Excel. On the Microsoft Excel sheet, click the refresh button on the POV. The data will then be refreshed. 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 [ 402 ] As you can see in the selection above, we have selected three members from the market dimension. This will not report the data in three separate sheets, but the members are stored in the POV and you can change the member in the POV anytime and click on the refresh button to refresh the data. The Free Form reporting is the same as the Free Form reporting that we have talked about previously in the chapter on the Essbase Add-In. However, the difference is that in Smart View, you will have a POV selection through which you can change your other member selections. In the next section, we will learn little more about the POV Manager. POV Manager You can also report the data in Microsoft Excel using the POV Manager. Once you have established a connection to the Essbase database, click on Hyperion | POV Manager. The POV Manager screen will be opened and you will see two folders, one is called Active and the other is called Saved. If you click on the Active folder you will see the current active connections. If you are connected to two data sources you will see two connection names in the Active folder. If you select a connection now in the right side of the POV Manager, you will have two selections, one is the Connection and the other is POV (seen in the following screenshot). In the Connection block you will see information about the data source that this connection is associated with and in the POV block you will see all of the dimension information along with the default members selected. On the POV block the left side is the dimension information and right-hand side is the selected member information. If you double-click a member in the POV, the Member Selection screen will be displayed and you can change the member information. 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 [ 403 ] In the Saved folder, you have a folder which has the same name as the Microsoft Excel workbook name and inside that folder there are three folders called Sheet 1, Sheet 2, and Sheet 3. These folders correspond with the number of sheets in your workbook. Inside each individual sheet folder you can save the connection information and POV for that sheet. Once you save the Microsoft Excel le the connection information is also saved and this can be used by the business user to save and then share their queries with other users. 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 [ 404 ] Submitting data and calc scripts in Smart View Like the "Lock and Send" data update method in the Essbase Add-in, you can also send data to the Essbase database by clicking on the Hyperion | Submit Data button. Let's say we have a member called Dealer Adjustments in our Measures dimension and we allow the business analysts to enter adjustments to this member using Microsoft Excel. All they need to do is click on Submit Data to send the data to the Essbase database. The moment the business analyst enters the January 2009 Dealer Adjustments data in Microsoft Excel, the spreadsheet cell shows the information in yellow, indicating that this information has been edited and needs to be sent to the server, as shown in the next screenshot: The moment the user clicks on the Hyperion | Submit Data, the information is submitted to the Essbase database as shown: 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 A New Essbase Companion Oracle Smart View [ 402 ] As you can see in the selection. licensed 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 [ 404 ] Submitting data and calc scripts. A New Essbase Companion Oracle Smart View [ 400 ] Retrieving data using Smart View in Microsoft Excel Now that you have established a connection with the Essbase server, you are