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Figure 101 Result of Pivoting on a Formatted Worksheet
6 Close the file without saving it.
Preserving Formulas When Retrieving Data
In “Retrieving Data into Formatted Worksheets” on page 105, you used the Retain on Retrieval
option to preserve formatting and formulas in an existing worksheet. Collectively, the Formula
Preservation options enable you to retain formulas during data retrievals, keep and remove only
operations, and drill operations. In addition, Essbase can replicate formulas for additional
members retrieved into the worksheet as part of a drilling operation. This topic shows you how
to create a report using all of the Formula Preservation options.
Keep in mind the following guidelines and restrictions when using the Formula Preservation
options:
● On the Mode tab of the Essbase Options dialog box, you must have the Advanced
Interpretation option selected to enable Retain on Retrieval. The Formula Preservation
options do not work with free-form retrieval mode.
● You must enable Retain on Retrieval to enable Retain on Keep and Remove Only and Retain
on Zooms.
● You must enable Retain on Zooms to enable Formula Fill.
● When you select the Retain on Retrieval check box, the Suppress #Missing Rows and Zero
Rows options on the Display tab are not selectable. If you have selected either of the Display
options, the Formula Preservation options become unselectable automatically.
● When you select the Retain on Zooms check box, the Remove Unselected Groups option
on the Zoom tab is not selectable. When you enable the Remove Unrelated Groups option,
Retain on Zooms becomes unselectable automatically.
● When Retain on Retrieval is selected, retrieval time may be slightly delayed.
● As a general rule, insert a blank row as the last row in the formula range. This action ensures
that the cell range in the formula expands properly when you drill down on members when
Retain on Zooms is selected.
● Formula arrays are not supported in Spreadsheet Add-in when the preserve formula option
is on. If formula arrays are in the worksheet, Essbase does not preserve these types of
formulas.
Performing Advanced Retrieval Tasks
109
- SPREADSHEET ADD-IN 1
- USER’S GUIDE FOR EXCEL 1
- Contents 3
- Introduction to Release 9.3.1 7
- New Features in Release 7.x 8
- Visual Explorer 9
- Support for Excel 2003 9
- Metadata Sampling 9
- Support for Excel 2002 10
- Introduction to Essbase 11
- Typical Users of Essbase 12
- The Server 13
- Essbase Spreadsheet Add-in 13
- The Network 13
- Essbase Application Products 14
- The Multidimensional Database 15
- Database Outlines 17
- Attributes 19
- Formulas 19
- Consolidations 19
- Basic Tutorial 21
- Adding Spreadsheet Add-in 22
- Starting Spreadsheet Add-in 23
- Using the Essbase Toolbar 24
- Accessing Online Help 26
- Enabling Mouse Actions 26
- Select Essbase > Options 27
- 4 Select the Zoom tab 30
- 8 Select the Global tab 31
- Retrieving Data 33
- Changing a Password 35
- Drilling Down to More Detail 38
- 3 Release the Alt key 39
- Drilling Up to Less Detail 41
- ➤ To drill up only on Qtr1: 43
- Pivoting Rows and Columns 44
- 1 In cell A2, select Actual 46
- Retaining a Data Subset 47
- 2 Select Qtr2 in cell E2 48
- Removing a Data Subset 49
- Characters 52
- ● Zero data values 53
- Formatting Text and Cells 55
- Figure 45 Font Dialog Box 56
- Formatting the Worksheet 57
- Applying Styles to Data Cells 59
- Removing Styles 60
- 6 Click OK 62
- Repeating Member Labels 63
- An Example Scenario 66
- Creating Queries 68
- Saving Queries 74
- Click the File System button 75
- Applying Queries 76
- Deleting Queries 77
- Accessing Help 78
- Designer 78
- Selecting Members 80
- (see Figure 78) 86
- Saving and Disconnecting 87
- On to Advanced Tasks 88
- Figure 88 Data Filter Panel 95
- 500 in the value text box 97
- Figure 90 Data Filtering 98
- Sorting Data 99
- Advanced Tutorial 100
- 1 Select File > Open 102
- Retrieving a Range of Data 112
- Select Essbase > Retrieve 115
- Table 4 EssCell Messages 117
- ➤ To view the Asymm.xls file: 118
- Using Substitution Variables 121
- Using Free-Form Mode 124
- 1 Open a worksheet 131
- Linking a File to a Data Cell 134
- Figure 142 Linking a File 135
- ➤ To apply styles: 136
- Linking a URL to a Data Cell 138
- Figure 150 139
- Accessing a Linked File 140
- Accessing a Linked Cell Note 141
- Accessing a Linked URL 143
- Updating Data on the Server 147
- Database Calculation 149
- Caution! 150
- BUD in the Prefix text box 152
- Select Essbase > Connect 156
- Convert.xls file: 158
- Using Drill-Through 161
- Before You Start 163
- Setting Essbase Options 165
- 6 Select the Mode tab 166
- 8 Select the Style tab 166
- 10 Select the Global tab 167
- 5 Click Customize 178
- Ordering Data 180
- Filtering Data 182
- Disconnecting from Essbase 187
- ABCDEFGHI KLMNOPQRSTUVWXZ 189
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