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HYPERION® ESSBASE® – SYSTEM 9RELEASE 9.3.1SPREADSHEET ADD-INUSER’S GUIDE FOR EXCEL

versions of Essbase, portions of the sample applications used the currencies of Germany, France,and Spain. References to these currencies have been re

The selection defaults to Qtr1, Actual. The sort order defaults to Ascending in the Ordering listbox.3 Click Ascending.A down arrow is displayed next

Figure 94 Result of Filtering and Sorting DataNote:The values that you are ranking and sorting must be the same. For example, you cannot specifyProduc

If you retrieve data into an asymmetric report, Essbase must perform additional internalprocessing to maintain the asymmetric layout. This processing

Figure 96 Result of Pivoting in an Asymmetric ReportEssbase combines the Product members into all unique members. For example, Root Beer, whichis disp

2. Select Essbase > Options.3. In the Essbase Options dialog box, select the Zoom tab.4. In the Sampling Percentage text box, type an integer betwe

● “Retrieving Data into Formatted Worksheets” on page 105● “Pivoting Data on Formatted Worksheets” on page 107Observing the Rules for Working with For

Note:Depending on how software is installed on your machine, the file may not be available or maybe located in a different directory. Contact the Essb

Figure 98 Essbase Unknown Member MessageIn this example, the first unknown member detected is Market: (in cell A1). Essbase does notrecognize the colo

database elements represented in the worksheet. The worksheet also retains labels in areas thatare not overwritten by pivoted data.Note:Essbase preven

Figure 101 Result of Pivoting on a Formatted Worksheet6 Close the file without saving it.Preserving Formulas When Retrieving DataIn “Retrieving Data i

2Introduction to EssbaseIn This ChapterAbout Essbase ...

➤ To preserve formulas when retrieving or retaining data:1 Select File > New or click to open a new worksheet.2 Select Essbase > Retrieve.3 In

Figure 104 Result of Removing Columns With Retain on Keep and Remove Only Selected11 Select Essbase > Options and select the Mode tab.12 In the For

b. Clear all of the Formula Preservation options.c. Select File > Close to close the worksheet.You do not need to save the worksheet.Retrieving a R

Figure 107 Selected Range of Cells for Retrieval3 Select Essbase > Retrieve to update the selected range.Essbase updates only the data in the selec

Figure 110 Result of Retrieving Second Range of Data6 Close the file without saving it.Retrieving Data by Using a FunctionThe Essbase cell retrieve fu

Figure 111 Worksheet Containing EssCell FunctionsIn Excel, cells B16 and B17 contain the EssCell function. If you select either of these cells, youcan

Figure 112 Retrieval on a Worksheet Containing the EssCell FunctionNow update the EssCell functions to retrieve data for a different state.4 Change th

Table 4 EssCell MessagesMessageReason#N/A The worksheet is not connected to a database.#VALUE! A member name in the list or reference is invalid.#NAME

Because there may be a performance impact on retrieving data for dynamic calculation members,define visual cues, or styles, for these members so that

Figure 115 Result of Retrieving Dynamic Calculation MembersNote:Occasionally, other styles that you have set will override a style for dynamic calcula

Essbase enables you and others in the organization to share, access, update, and analyzeenterprise data from any perspective and at any level of detai

5 Select Essbase > Retrieve.6 In cell B1, drill down on (double-click) Measures.7 In cell B2, click Year.8 Type Q-T-D in cell B2 and press Enter to

11 Click OK.12 Select Essbase > Retrieve.Note:The Retrieve & Lock, Zoom In, and Zoom Out commands are not supported with DynamicTime Series mem

The Sample Basic database that you are using for this tutorial does not contain predefinedsubstitution variables. If the application designer had set

In both retrieval modes, enter member names directly into the worksheet. The following sectionsdescribe the similarities and differences between the t

Figure 122 Retrieving Data into a Free-Form ReportNow define a free-form report that does not contain all the dimensions from the database. InAdvanced

Report script commands are most useful for defining member references that can bring backthe most current member information dynamically. For example,

Figure 125 Typing Member Names In a Free-Form Report7 Select Essbase > Retrieve.Essbase retrieves data for the members and creates a default view a

Figure 129 Result of a Retrieve with a Report Script CommandNote:When Essbase completes the retrieval, the report script command is overwritten by the

Figure 131 Result of Using Attributes in Free-Form Reports4 You can drill down to data on the level 0 attribute members of the Caffeinated attribute d

2 Select Essbase > Options and select the Mode tab.3 In the Retrieval option group, select Advanced Interpretation. Click OK.4 Enter member names a

Figure 1 Essbase ComponentsThe ServerEssbase Server is a multidimensional database that supports analysis of an unlimited number ofdata dimensions and

As shown in Figure 138, Essbase retrieves data for the level 0 members of the Year dimension,which are the individual months (Jan, Feb, Mar, and so fo

Visual Explorer is launched directly from the Essbase menu in Spreadsheet Add-in for Excel,using the “Visualize & Explore” command. Using the tech

Note:If you save the connection name, it is displayed on subsequent logins in the Connect toData dialog box (see step 3.b.You are now ready to use Vis

Figure 140 Bar Chart Showing Product 100-10 East as Most Profitable by SalesYou are now ready to pass the data from the visual worksheet into an Excel

Resource Locator) can then be retrieved by the Spreadsheet Add-in users who have access to thedatabase.Note:If your organization has licensed and impl

Figure 141 Selecting a Data Cell for Linking an External File5 Select Essbase > Linked Objects.Essbase displays the Linked Objects Browser dialog b

10 Click Open.11 Under File Description, enter a brief description for the file as indicated in Figure 144.Figure 144 Selecting and Describing a File

Figure 145 Result of Applying a Style to a Linked Reporting Object CellLeave the file (Asymm.xls) open for the next tutorial task.Linking a Cell Note

Essbase copies the note to the server and establishes a link to the current data cell.7 Click Close to close the Linked Objects Browser dialog box.8 S

Figure 148 Selecting a Data Cell for Linking to a URL2 Select Essbase > Linked Objects.Essbase displays the Linked Objects Browser dialog box.3 In

Note:Supported network environments and technical requirements are discussed in detail in theHyperion Essbase - System 9 Installation Guide, which is

6 Click OK to close the dialog box and link the URL to the cell.Essbase copies the URL string to the server and establishes a link to the current data

Figure 151 Accessing a Linked External File4 Click View/Launch to view the linked file.The Budasmp.txt file is opened from the source application, as

The Linked Objects Browser dialog box displays the cell note that is linked to the selected datacell.3 In the Linked Objects Browser dialog box, selec

Essbase saves the edits to the cell note on the server.7 Click Close to close the Linked Objects Browser dialog box.Leave the file (Asymm.xls) open fo

Figure 157 Preparing to Edit the Contents of a Linked URL3 Edit the URL location and description as shown in Figure 158.Figure 158 Editing the Content

This task is optional. Optional tasks do not need to be performed as part of the tutorial. They are provided for informationonly.To access multiple da

Note:The Partitioning product also enables the Essbase application designer to set up transparent orremote partitions. For more information on partiti

● Select Essbase > Linked Objects to open the Linked Objects Browser dialog box.● In the Essbase Options dialog box, select the Enable Linked Objec

To update the server with data values from the worksheet, use the Send command on the Essbasemenu. After updating the server, the Send command automat

Figure 160 P&L Worksheet After Sending New Values to the Server6 Close P&l.xls without saving it.Essbase Essbase provides a spreadsheet sheet

Essbase Currency ConversionEssbase Currency Conversion translates, analyzes, and reports on foreign financial data. Anyexchange rate scenario can be m

Figure 161 Essbase Calculation Dialog BoxThe Essbase Calculation dialog box contains the following items:● The Connection Information text box display

Using the Essbase Cascade feature, you can create multiple worksheet files based on a singledatabase view. You can specify at what level of detail you

Figure 162 Cascade Information TabThe replicated, or cascaded, spreadsheet reports now provide data for members at the same levelas Central (East, Wes

Figure 163 Destination Options TabWhen you assign a prefix or suffix in the Naming Information group box, the worksheet filesthat are generated as a r

15 Select the Copy Formatting check box to copy the formatting of the source worksheet into each cascadedworksheet.Copy formatting copies only the vis

Working with Currency ConversionsOrganizations with offices in different countries generally do business in the currency of the hostcountry (known as

Connecting to the Sample Currency DatabasesTo complete the following exercises, the Sample Interntl and Sample Xchgrate databases mustbe installed on

The worksheet contains data that is converted to U.S. dollars. Values for New York remain thesame, but German values are converted. Essbase converts t

➤ To perform an ad hoc conversion on data in the Convert.xls file:1 From the \AnalyticServices\client\sample directory, open Convert.xls.The worksheet

8 Click the Clear button in the Essbase Currency Report dialog box to make currency reporting unavailableand return to standard retrieval mode.Perform

markets, budgets, and so on. Each dimension contains additional categories that have variousrelationships one to another.An Essbase application contai

160Advanced Tutorial

5Using Drill-ThroughIn This ChapterAbout Drill-Through ...

Figure 171 Example of a Drill-Through SheetThe dimensional attributes of the cell are as follows: Actual, Profit, New York, Feb, and Product.The combi

by drill-through users. If a report can be customized, you use the Drill-Through Wizard tocustomize it.The Drill-Through Wizard is a graphical user in

● You must install the following components on your client computer:❍ A 32-bit version of Excel❍ Essbase Spreadsheet Add-in❍ The Drill-through moduleT

● If you make a mistake during the tutorial, select Essbase > FlashBack to return to the previousspreadsheet view.Setting Essbase OptionsBefore you

Figure 174 Initial Settings for Zoom Options6 Select the Mode tab.7 Select the appropriate check boxes and option buttons so that your display matches

Figure 176 Initial Settings for Style Options10 Select the Global tab.11 Select the appropriate check boxes and option buttons so that your display ma

About the Samples Used in This TutorialThe sample database used for this tutorial contains the following dimensions: Scenario, Product,Market, Measure

● The Product Detail drill tab displays the results for Product Detail when you run a drill-through report on cell D5.Using Drill-ThroughDrill-through

Database OutlinesUnderstanding the database outline is the key to understanding Essbase. To define amultidimensional database, you design its database

➤ To access the sample file and sample database:1 Start the spreadsheet application.2 Select File > Open and open the Essdt.xls file from the \Anal

Figure 180 Font Dialog Box SelectionIn the Essbase Options dialog box, Essbase displays an example of the selected style in the Samplebox.Figure 181 s

Figure 182 Setting the Use Styles Option10 Click OK to close the Essbase Options dialog box.11 Select Essbase > Retrieve to display the new style i

● The same physical table and column in the relational source database● The same member level in the underlying OLAP metaoutline● The same hierarchyA

develops drill-through reports specifies whether you can customize a report and whether youneed to log in to access the drill-through report and the r

Figure 186 Initial Drill-Through Report for Measures Detail2 Select Essbase > Connect and connect to the appropriate sample database.Note:A specifi

Figure 187 Sample Style for Drill-Through Data Cells7 In the Essbase Options dialog box, select the Display tab and select the Use Styles check box, a

Figure 189 Sample File with Drill-Through Style Applied➤ To access the sample drill-through report from Spreadsheet Add-in:1 Select any drill-through

4 Select the Measures detail report in the Available Reports list, as shown in Figure 191. Figure 191 Selecting the Sample Drill-Through Report5 Click

Figure 193 Select Columns and Display Order Dialog Box7 Follow the steps in the topic, “Selecting and Ordering Columns” on page 179, to select and ord

dimension and an accounts dimension. Other dimensions may categorize products, markets,and scenarios. Using dimensional organization, you can define a

Figure 194 Selecting Columns to Remove from the Drill-Through Report2 Click to move the selected column from the Selected Columns list back to the A

2 Click to move the Time.TRANSDATE column to the Column list, as shown in Figure 195, so that you candefine a sort order for the column.Note:To move

Note that this task is optional. Optional tasks do not need to be performed as part of the tutorial. They are providedfor information only.To change t

As shown in Figure 198, the columns in the Column list box are those that you selected in“Selecting and Ordering Columns” on page 179.Figure 198 Selec

Note:You can select multiple values at one time only if you have selected In or Not In as the filteroperator. For more information on filter operators

Figure 201 Defining a Filter for a ColumnThe filter defined above causes all children of Measures, except Misc data, to show in the drill-through repo

To clear a filter for a selected column, select the filter and click Clear. To clear all filters for allcolumns, click Clear All.You can save the filt

Figure 204 Customized Drill-Through ReportIn this sample, the customized drill-through report reflects the specifications that you set usingthe Drill-

Oracle's Hyperion® Essbase® – System 9 may return an error message when you attempt todisconnect after using drill-through. If an error message i

IndexSymbols#Missing strings, suppressing, 53#NoAccess strings, suppressing, 53* wildcard character, 82? wildcard character, 82Aaccessto databases, 33

AttributesAttributes describe characteristics of data, such as the size and color of products. Throughattributes, you can group and analyze members of

database status, 150databases, 117, 149dynamic, 117reducing calculation time, 117scripts, 150specifying latest time period, 119substitution variables,

Lock, 147Member Selection, 81Navigate Without Data, 49, 52Pivot, 44Remove Only, 49Retrieve, 36Retrieve & Lock, 147Send, 148Undo, 37Unlock, 148Zoom

selected members, 49styles, 60descendants (defined), 18descending sort orderin drill-through reports, 180with Query Designer, 99Destination Options pa

Enable Hybrid Analysis option in Zoom page (EssbaseOptions dialog box), 30enablingcompatibility with Hyperion Smart View for Office,28Essbase toolbar,

EssCell, 114expanding when drilling, 109in cells, 104, 109preservationeffects on other operations, 109enabling, 106, 109restrictions with, 108free-for

on to a relational data source, 177on to Essbase. See connectingon to Integration Server, 177logging data updates from spreadsheet, 149logical operato

numeric values, preserving, 105OODBC clients, 14OLAPdefined, 11server. See serveronline analytical processing, 11online helpdisplaying for spreadsheet

Rread-only cells, 59read/write cells, 59registering Spreadsheet Add-in, 22relational data source, 177relational databases, accessing using drill-throu

Ssampledatabasesconnecting to, 35, 156described, 33, 155in drill-through, 168files for tutorial, location, 89Sample Basicconnecting to, 35described, 3

style options, 55suppressing missing and zero values, 53zoom options, 42SQL Interface, 14startingdata retrieval, 36drill-through, 169Essbase, 23Spread

Essbase Spreadsheet Add-in User’s Guide for Excel, 9.3.1Copyright © 1989, 2007, Oracle and/or its affiliates. All rights reserved.Authors: Keely Coste

20Introduction to Essbase

Use Styles option, 57username, entering, 90users, 12VV2.x mode, 125viewingactive connections, 145aliases, 61aliases and names, 62data in spreadsheet,

3Basic TutorialIn This ChapterGetting Acquainted with Spreadsheet Add-in...

Registering Spreadsheet Add-inYou may register Essbase Spreadsheet Add-in for Excel. This registers Essbase Spreadsheet Add-in with Excel and includes

4 Click OK twice to close the dialog boxes.Adding Essbase Spreadsheet Add-in to Excel modifies the Windows Registry to point to wherethe Spreadsheet A

Depending on how software is installed on your PC, the file may not be available or may belocated in a different directory. If you cannot locate the f

Button Purpose DescriptionNavigate with or without data Toggles the Navigate Without Data feature, which tells Essbase to retrieveor not to retrieve d

Button Purpose DescriptionSelect Members Enables you to select members from the multidimensional databaseoutline. Click the Member Selection button to

operations. Click refers to use of the primary mouse button. The term right-click refers touse of the secondary mouse button.● Select chooses the obje

Figure 6 Essbase Options Dialog Box—Global Tab4 Click OK to return to the worksheet.For information about setting the primary mouse button to display

Figure 7 Check Box for Compatibility Between SpreadsheetsWhen Spreadsheet Add-in and Smart View are installed on the same computer, and this checkbox

ContentsChapter 1. Introduction to Release 9.3.1 ... 7Migration to Release 9.3.1 ...

Figure 8 Initial Settings for Display Options4 Select the Zoom tab.5 Select the appropriate check boxes and option buttons so that your display of the

Figure 10 Initial Settings for Mode OptionsNote:If you are already connected to an Essbase database, Essbase Options also displays a Style tab.Skip th

Note:You should have already selected the appropriate boxes for Mouse Actions, as described in“Enabling Mouse Actions” on page 26.10 Click OK to save

Reviewing the Sample Basic DatabaseThe Sample Basic database used in this tutorial is based on a hypothetical company in thebeverage industry. The maj

To complete the steps that follow, you need to know the name of the server to which you wantto connect, your username, and your password. If you do no

For this tutorial, you use the Sample Basic database. If the Sample Basic database was installedas part of the Essbase installation, it is shown in th

● Spreadsheet Add-in requests data from the server.● The server processes the request and prepares the data.● The server transmits the data to Spreads

When you retrieve data into an empty worksheet, Essbase returns data from the top levels ofeach database dimension. The top level is used as a startin

To disable Flashback:1. Select Essbase > Options and click the Global tab.2. Clear the Enable FlashBack check box.Drilling Down to More DetailYou c

Figure 16 Result of Drilling Down on the Market Dimension (Nested Rows)Because worksheets can accommodate more rows than columns, Essbase is preset to

Members ... 18Attributes ... 19Formulas ...

consists of level 0 attribute members. Level 0 attribute members are the lowest level attributesthat are associated with members of a base dimension.

members in columns pivot to rows, and level 0 attribute members already in rows remainin rows.● A drill-down on non-level 0 attribute members is the s

Figure 21 Result of Drilling Up on EastCustomizing Drill-Down and Drill-Up BehaviorYou can customize the behavior of the Zoom In and Zoom Out commands

Essbase retrieves all members of Market and Scenario, as shown in Figure 23. For the Marketdimension, Essbase drilled down two levels to get to the bo

You do not need to save the worksheet.Pivoting, Retaining, and Suppressing DataAfter you retrieve data into the worksheet, you may want to manipulate

Figure 25 shows the spreadsheet view before pivoting.Figure 25 View Before Pivoting5 In cell C3, select Year and select Essbase > Pivot.Essbase piv

Figure 27 Pivoting a Column Group to a Row GroupFigure 28 shows the result of Essbase pivoting the Scenario members (Actual, Budget, Variance,and Vari

Figure 30 Result of Pivoting the Order of Row GroupsIn this example, notice that both the source cell and the destination cell are now members.Wheneve

Figure 32 Result of Retaining a Data Subset (Adjacent Cells)Occasionally, the data that you want to remove from the worksheet does not lie in an adjac

Figure 34 Result of Retaining a Data Subset (Nonadjacent Cells)Removing a Data SubsetThe Remove Only command is the counterpart to the Keep Only comma

Repeating Member Labels ... 63Working with Duplicate Member Names ... 65Creat

This feature is especially useful when dealing with dynamic calculation members, which areusually specified by the application designer. By activating

Figure 37 Result of Pivoting (Navigate Without Data Enabled)5 In cell G1, click the secondary mouse button on Market and drag Market to product 100 (c

Figure 40 Result of Remove Only (Navigate Without Data Enabled)➤ To turn off Navigate Without Data when you are ready to retrieve data:1 Select Essbas

● Zero data valuesA missing value is not the same as a zero value that is loaded into the Essbase database. Whendata does not exist for a data cell in

Essbase suppresses product 100-30 from the South member group, as shown in Figure 43.Figure 43 Result of Suppressing Missing Data Values7 Select File

This section of the tutorial starts with a new worksheet.Formatting Text and CellsIn a spreadsheet report, many hierarchical levels of database inform

Figure 44 Essbase Options Dialog Box, Style TabIn the Members group box, you can define styles for various types of database members, suchas parent, c

9 Click OK again.Even though you have defined styles, they are not enabled until you select the Use Styles checkbox from the Essbase Options dialog bo

Figure 47 Selecting a Background Color from the Style Tab5 Click the Format button that is to the right of the Dimensions group box.Essbase displays t

Essbase redisplays the worksheet and implements the newly defined styles. For example,members of the Scenario dimension are displayed with a red backg

Linking a URL to a Data Cell ... 138Accessing and Editing Linked Reporting Objects ...

● Linked object cells● Integration Server Drill-Through cells● Read-only cells● Read/write cells● Parent member cells● Child member cells● Shared memb

1. Select all cells in the worksheet.2. From the Excel menu bar, select Edit > Clear > Formats.To turn off styles:1. Select Essbase > Options

Figure 49 Enabling Aliases in the Essbase Options Display Tab6 Click OK.7 Select Essbase > Retrieve to refresh the worksheet and display the alias

➤ To display the name and alias of a member:1 In cell B8, double-click the secondary mouse button to drill up on Qtr2.2 In cell C2, select Colas, and

Figure 52 Enabling the Repeat Member Labels Option4 In cell E1, drill down (double-click) on Year.Essbase displays a member label in every column and

a. Select Essbase > Options, and select the Display tab.b. In the Cells option group, clear the Repeat Member Labels check box, and then clickOK.c.

An Example ScenarioFor this example, the member name “Albany” appears under both the New York and Californiamembers in a Market dimension as well as i

Creating Queries Using Essbase Query DesignerSo far, you have discovered how to retrieve data and navigate through Spreadsheet Add-in inan ad hoc fash

● “Deleting Queries” on page 77● “Viewing Messages and Confirmations” on page 77● “Accessing Help” on page 78Note:Excel query functionality is not sup

Figure 54 Essbase Query Designer Displaying Welcome Panel2 In the navigation panel, select [Book1]Sheet1, right-click, and select New > Query.The l

1Introduction to Release 9.3.1In This ChapterMigration to Release 9.3.1...

Figure 56 Changing the Worksheet Layout4 In the navigation panel, select the Measures dimension by selecting the Measures icon. Alternatively, double-

Figure 57 Essbase Query Designer Displaying the Member Select PanelNote:In Essbase Query Designer, after you make your selections, you do not need to

Figure 58 Adding Members to the Selection Rules7 Select members of the Scenario dimension as follows:a. In the navigation panel, select Scenario. Alte

Figure 59 Selecting Members of Productf. To view the list of all product codes that will be retrieved into the worksheet, select any ofthe entries in

c. To pick the second generation of the Market dimension, in the Member list box, selectRegion, right-click, and select Add to Selection Rules. Altern

Figure 62 Essbase Query Designer Save As Query Dialog Box3 Click the File System button.Essbase displays the Save As dialog box, as shown in Figure 63

Figure 64 Essbase Query Designer Displaying Query Information PanelThe next topic describes how to apply this query.Applying Queries➤ To apply a query

Essbase > Retrieve. When Essbase returns the data to the worksheet, you are free to furtherinvestigate the data by performing Zoom, Keep Only, Remo

Accessing HelpAccess online help or the tutorial for Essbase Query Designer by using the help panel. To accessthe help panel, in the navigation panel,

Note:The book may be a number other than 1. For example, it may be [Book5], if four worksheetsare already open.4 Type your password, and click OK. Sel

you can choose to simply display "Albany" under New York and California in both dimensions,and view the qualified member name in the cell co

Figure 68 Results of Query with Options Applied5 Select File > Close to close the worksheet.You do not need to save the worksheet.Selecting Members

4 Select Product again, and select Essbase > Member Selection.Essbase displays the Essbase Member Selection dialog box, as shown in Figure 70. In t

7 In the Essbase Member Selection dialog box, click Add to add Colas to the Rules list box.Alternatively, you can double-click an item in the Members

18 In the Subset Dialog box, in the first drop-down list, select Caffeinated. In the second drop-down list, selectIs. In the third drop-down list, sel

The Add ( and Add ) buttons add a left parenthesis and right parenthesis, respectively, to selecteditems. Use parentheses for grouping multiple subset

Figure 75 Member Selection That Results from Subsetting Conditions29 Click Close to close the Member Preview dialog box.30 Click OK to close the Subse

Figure 77 Members to be Retrieved in the Worksheet33 After previewing the list, click Close.34 Click OK to close the Essbase Member Selection dialog b

Figure 80 Result After Retrieving with Member SelectionSaving and DisconnectingAfter performing basic retrieval, navigation, and formatting tasks, you

Figure 81 Essbase Disconnect Dialog Box2 From the list, select a worksheet name, and then click Disconnect.3 Repeat step 2 until you have disconnecte

4Advanced TutorialIn This ChapterPreparing to Begin the Tutorial...

When the new "Limit to Connected Sheets" check box is selected, the selections you make in theMouse Actions group are only valid for Essbase

➤ To connect to an Essbase Server, Essbase application and database:1 Select Essbase > Connect.The Essbase System Login dialog box is displayed, as

Figure 83 Available Application and Database Pairs6 In the Application/Database list box, double-click Sample Basic, or select Sample Basic and then c

Figure 84 Initial Settings for Display Options4 Select the Zoom tab.5 Select the appropriate check boxes and option buttons so that your display match

Figure 86 Initial Settings for Mode Options8 Skip the Style tab and select the Global tab.9 Select the appropriate check boxes and option buttons so t

Performing Advanced Retrieval TasksThe tutorial in Chapter 3 describes how to perform basic data retrieval and navigation tasks inSpreadsheet Add-in.

➤ To become familiar with the capabilities of Essbase Query Designer, work with the query, Basic1,that you saved in Chapter 3, and perform the followi

● A “Dimension being ranked” drop-down list box to specify the dimension to which rankingshould be applied.● A “Column used for ranking” drop-down lis

You can further filter the data output by specifying data comparison operations in the DataRestrictions list box.11 In the navigation panel, select th

Figure 90 Data Filtering29 Select the Data Filtering icon, right-click, and select Apply Query.Essbase retrieves data for all the quarters. Notice tha

To delete a particular data restriction, select the data restriction in the query outline, right-click,and select Delete Data Restriction. Alternative