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20
Introd
uction to
Essbase
1
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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
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189
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