Arrow Storage Products EN106 Guia do Utilizador descarregar pdf (Página 33)

Reviewing the Sample Basic Database

The Sample Basic database used in this tutorial is based on a hypothetical company in the

beverage industry. The major products of the company are various kinds of sodas. These

products are sold in U.S. markets, which are categorized by state and region. Financial data for

the company is collected monthly and is summarized by quarter and by year. The company uses

Essbase to calculate financial and accounting data, such as sales, cost of goods sold, and payroll.

The company tracks both actual and budget data, as well as the variance and percent variance

between the two.

Retrieving Data

Now that you are more familiar with the Essbase environment, you can connect to an instance

of Essbase Server and start using Essbase and Essbase Spreadsheet Add-in. The following section

guides you through a typical Essbase session where you connect to a database and retrieve data

in various ways.

This topic outlines the following basic retrieval tasks:

● “Connecting to a Database” on page 33

● “Changing a Password” on page 35

● “Retrieving Data from a Database” on page 35

● “Canceling a Data Retrieval Request” on page 37

● “Restoring the Previous Database View” on page 37

● “Drilling Down to More Detail” on page 38

● “Drilling Up to Less Detail” on page 41

● “Customizing Drill-Down and Drill-Up Behavior” on page 42

Make sure that you followed the steps in “Setting Essbase Options” on page 29. If the settings in

the Essbase Options dialog box are different from the settings previously illustrated, the

worksheet view will differ from the illustrations shown in this chapter.

Remember that you can perform common data retrieval tasks in any of the following ways:

● Select commands from the Essbase menu on the Excel menu bar

● Double-click the primary or the secondary mouse button in the appropriate cell (for

Retrieve, Zoom In, and Zoom Out commands)

● In Excel, click the appropriate buttons on the Essbase toolbar

Connecting to a Database

To access Essbase data, you must first connect to a database on an instance of Essbase Server.

This tutorial assumes that you have the appropriate privileges to connect to a server, an

application, and a database.

Retrieving Data

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Arrow Storage Products EN106 Guia do Utilizador Página 33