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Visual Explorer is launched directly from the Essbase menu in Spreadsheet Add-in for Excel,
using the “Visualize & Explore” command. Using the technique of dragging interface elements,
Essbase users can quickly summarize and visualize data from an Essbase database. Visual
Explorer then offers users the option to pass data back to the Excel worksheet from which it was
launched, or to insert the data into a new Excel worksheet where additional analysis can be
performed.
Note:
For detailed information on using Visual Explorer, refer to the online help that is accessed from
the Help menu in Visual Explorer.
The following example uses Visual Explorer to identify quickly the most profitable product sales
by quarter in the Sample Basic database.
➤ To use Visual Explorer to identify the most profitable product sales by quarter:
1 Open a worksheet.
2 Select Essbase > Visualize & Explore.
The Visual Explorer interface is displayed.
3 Optional: If you are not already logged in to the Sample Basic database, you can log in from Visual Explorer
by completing the following tasks:
a. From Visual Explorer, select Data > Connect to Data.
b. In the Connect to Data dialog box, select Hyperion Essbase.
The Essbase System Login dialog box is displayed.
c. Select the server that you want to access from the Server list box.
If the server name that you want to connect to is not in the list, you can type in the name
of the server.
d. Press Tab to move to the Username text box and type your username.
e. Press Tab to move to the Password text box and type your password.
f. Click OK to connect to the server.
When your server connection is complete, a list of available Application and Database
pairs is displayed in the Application/Database list.
g. Double-click the application and database pair that you want to connect to in the
Application/Database list box. Alternatively, you select the application and database pair
and click OK.
h. In Name Connection, click OK to save the Server-Application-Database name of this
connection for future use.
You can also rename the connection to a name to a user-friendly name.
i. Click Yes at the prompt if you want to save the connection name.
Performing Advanced Retrieval Tasks
131
- 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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