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Performing Advanced Retrieval Tasks

The tutorial in Chapter 3 describes how to perform basic data retrieval and navigation tasks in

Spreadsheet Add-in. These are the advanced retrieval tasks discussed in this chapter:

● “Filtering Data” on page 94

● “Sorting Data” on page 99

● “Retrieving Data into Asymmetric Reports” on page 101

● “Drilling Down to a Sample of Members” on page 103

● “Working with Formatted Worksheets” on page 104

● “Preserving Formulas When Retrieving Data” on page 109

● “Retrieving a Range of Data” on page 112

● “Retrieving Data by Using a Function” on page 114

● “Retrieving Dynamic Calculation Members” on page 117

● “Specifying the Latest Time Period for Dynamic Time Series” on page 119

● “Using Free-Form Reporting to Retrieve Data” on page 122

● “Retrieving Data Using Visual Explorer” on page 130

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

● Selecting commands from the Essbase menu on the spreadsheet application menu bar

● Clicking the appropriate buttons on the Essbase toolbar

● Double-clicking the primary or the right-mouse button in the appropriate cell (for Retrieve,

Zoom In, and Zoom Out commands only, and the Linked Objects command, if you have

enabled that option).

Filtering Data

Despite the ease and speed with which you can navigate through large Essbase databases, it is

not practical to use the capabilities of the spreadsheet application to filter and sort very large

databases; however, Essbase includes powerful data filtering and sorting capabilities.

In Chapter 3, you learned to use Essbase Query Designer to define a dimensional layout and to

select members to view. Essbase Query Designer also provides a powerful tool to define

conditional retrievals.

Note:

If you skipped the tutorial in Chapter 3, follow the steps in “Creating Queries Using Essbase

Query Designer” on page 67 to create and save the Basic1 query.

Advanced Tutorial

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Arrow Storage Products EN106 Guia do Utilizador Página 94