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3
Basic Tutorial
In This Chapter
Getting Acquainted with Spreadsheet Add-in...................................................................................21
Preparing to Begin the Tutorial....................................................................................................28
Retrieving Data.....................................................................................................................33
Pivoting, Retaining, and Suppressing Data......................................................................................44
Formatting the Worksheet.........................................................................................................54
Creating Queries Using Essbase Query Designer................................................................................67
Selecting Members ................................................................................................................80
Saving and Disconnecting ........................................................................................................87
On to Advanced Tasks.............................................................................................................88
When you add Spreadsheet Add-in to Microsoft Excel, most spreadsheet operations remain
unchanged; Spreadsheet Add-in simply adds an Essbase menu and toolbar, and mouse shortcuts
with which you can access Essbase applications and databases.
Basic tasks are described in this tutorial chapter. These are tasks that you probably use often
when working with Essbase. Chapter 4 describes more advanced tasks.
Tasks must be completed in succession as each tutorial task builds upon the previous task.
The examples in this tutorial are based on the Sample Basic database that is included with the
Essbase installation. Contact the Essbase system administrator for information about accessing
the Sample Basic database or about accessing other databases on Essbase Server.
Getting Acquainted with Spreadsheet Add-in
This following topics will help you to get acquainted with Spreadsheet Add-in:
● “Registering Spreadsheet Add-in” on page 22
● “Adding Spreadsheet Add-in” on page 22
● “Starting Spreadsheet Add-in” on page 23
● “Installing the Essbase Toolbar for Excel” on page 23
● “Using the Essbase Toolbar” on page 24
● “Accessing Online Help” on page 26
● “Enabling Mouse Actions” on page 26
Getting Acquainted with Spreadsheet Add-in
21
- 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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