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5
Using Drill-Through
In This Chapter
About Drill-Through ..............................................................................................................161
Before You Start..................................................................................................................163
Using Drill-Through...............................................................................................................169
Disconnecting from Essbase....................................................................................................187
Integration Services is a product that works with Essbase and Spreadsheet Add-in for Microsoft
Excel. Essbase is a suite of tools and data integration services that serves as a bridge between
relational data sources and Essbase Server. Drill-through is one of these tools. Drill-through
enables you to view and customize spreadsheet reports that display data retrieved from relational
databases. Your organization must license Essbase for you to use the drill-through tool.
This chapter provides a brief overview of drill-through and a tutorial that guides you through
tasks for using drill-through. It also include a description of the sample database, spreadsheet
file, and drill-through report used in the tutorial.
About Drill-Through
Despite the benefits of the multidimensional database for storing analytic data, some data
elements required for analysis are better suited to the relational structure of a relational database.
The scope of data residing in an Essbase database is typically at a summary level, where data is
summarized and calculated for planning and analysis. Detailed, transactional data usually is not
examined during the planning and analysis of a business.
For example, you might use Essbase to analyze retail sales for the first quarter in the Eastern
region. Detailed data, such as a list of customers who purchased a particular product in a
particular size, is unnecessary during the normal course of analyzing business performance. As
you analyze sales results, however, you may want to view more detailed information. Drill-
through enables you to drill from the summarized and calculated data stored in Essbase Server
of your organization into detailed data stored in a relational database.
The database administrator predefines a data mapping for you from Essbase to the relational
source. For example, the Essbase members East, West, South, and Central might map to a field
called Region in a relational database. As you navigate through data in the spreadsheet, Essbase
can detect how the current data maps to the relational source. For example, suppose you select
cell G4 in Figure 171.
About Drill-Through
161
- 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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