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4 Click OK twice to close the dialog boxes.
Adding Essbase Spreadsheet Add-in to Excel modifies the Windows Registry to point to where
the Spreadsheet Add-in file is installed.
5 Start Spreadsheet Add-in.
After the Excel startup screen goes away, the Spreadsheet Add-in startup screen is displayed.
If you do not see the Spreadsheet Add-in startup screen or if Excel does not contain an Essbase
menu, see the Hyperion Essbase - System 9 Installation Guide for troubleshooting information.
Starting Spreadsheet Add-in
To use Spreadsheet Add-in software, start Excel.
Ensure that a worksheet is open before attempting to connect to Essbase Server. Attempting to
connect to the server without opening a worksheet results in an error message.
➤ To begin an Essbase session:
1 Start Excel.
After the Excel startup screen goes away, the Essbase Spreadsheet Add-in startup screen is
displayed.
The Essbase menu should appear in the spreadsheet application menu bar. If it does not, you
may need to use the add-in tool to add Essbase Spreadsheet Add-in (see “Adding Spreadsheet
Add-in” on page 22).
In Excel, the Essbase toolbar should also be visible. If you do not see the Essbase toolbar, see
“Installing the Essbase Toolbar for Excel” on page 23 and “Using the Essbase Toolbar” on page
24.
2 From the spreadsheet application menu bar, select Essbase to display the Essbase menu.
Installing the Essbase Toolbar for Excel
In Excel, Spreadsheet Add-in provides a convenient toolbar that displays buttons for accessing
most of the common Essbase commands without having to open the Essbase menu.
Prior to using the Essbase toolbar for Excel, you must install the toolbar by opening an Excel file
that is provided as part of the default Essbase installation. For information on using the toolbar,
see “Using the Essbase Toolbar” on page 24.
➤ To install the Essbase toolbar:
1 Start Excel.
2 Select File > Open.
3 From the \AnalyticServices\client\sample directory, open the esstoolb.xls file.
A blank worksheet opens.
Getting Acquainted with Spreadsheet Add-in
23
- 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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