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Hyperion Essbase Spread Sheet Add-In Overview

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Contents Database Defined Dimensions, Members, Parent, Child, and Sibling Members,

Generations and Levels Aliases and Member Information. About Essbase Add In How to add Spread sheet Add-in in Excel Using Essbase Toolbar Managing Worksheet Options Retrieving Data into Excel Sheet Suppressing the missing values, Zero Values and underscore

Characters Building Reports with Member Selection Protecting Formulas During Retrieval

Pivoting Data

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Database Defined Flat File

Information stored in columns and rows in a single table. Multidimensional

Information stored in a virtual 3D (or higher) format. Data in a

multidimensional database has multiple categories, not just columns and

rows as presented in flat file or relational databases. A multidimensional

database supports simultaneous views of data sets for analysis of the

relationships between the many categories stored. Because of its 3D

nature, a multidimensional database is often referred to as a cube, but it

can be thought of in terms of a cylinder, pyramid, soccer ball, or any

object with many sides.

Example: Hyperion Essbase

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Dimensions

A dimension is a main category and the highest level of a multidimensional database. Hyperion Essbase databases have a minimum of three dimensions. The maximum is unlimited

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Members

A member is any item within a dimension. Qtr1, Qtr2, Qtr3, and

Qtr4 are members of the Year dimension.

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Parent, Child, and Sibling Members

Parent and Child

A child is a member with a parent member above it. Jan, Feb, and Mar are child members of the parent member Qtr1. Qtr1 and Qtr2 are child

members of the parent member Year Sibling

A sibling is a child member with the same parent as another child member.

Jan, Feb, and Mar are sibling members of each other. Apr, May, and June are

sibling members of each other but are not siblings of Jan, Feb, or Mar because

they have different parent members

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Generations and Levels

GenerationA generation is the rank of the members starting from the

dimension name going down through the database hierarchy. Market, the dimension name, is Generation 1. US and Canada are both Generation 2. East, West, South, Central, and Toronto are Generation 3. Texas, Oklahoma, Louisiana, and New Mexico are Generation 4. Canada does not have any Generation 4 members.

LevelA level is like a generation but from a different direction.

Levels start at the lowest rank and count up the database hierarchy toward the dimension name. Texas, Oklahoma, Louisiana, New Mexico, and Toronto are Level 0. (Level 0 members never have child members.) Level 1 is East, West, South, Central, and Canada. Level 2 is US. Level 3 is Market.

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Generations and Levels Contd.

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Aliases

An alias is a second, alternative name for a member. Aliases are labels that display the member names in a more descriptive, often clearer manner. For example, the actual member names for the Product dimension are numbers (100, 200, 300, etc.). When the alias names are displayed instead, the product names are shown

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Member Information

Checking Member Information From the menu, select

Essbase > Member Selection Select a dimension name from the dropdown list Also, you can click an arrow button to expand the member list Select a member name. Click the Member Information button.

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Member Information

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About Essbase Add In After Hyperion Essbase is installed, a special menu is added to the

spread sheet application.

The menu provides enhanced commands such as Connect, Pivot, Drill-down, and Calculate etc.

Users can access and analyze data on the Hyperion Essbase server by using simple mouse clicks and drag-and-drop operations

Hyperion Essbase Spreadsheet Add-in enables multiple users to access and update data on the Hyperion Essbase server simultaneously

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How to add Spread sheet Add-in in Excel

Open an Excel Sheet Navigate to Tools menu Select Add-Ins Click on Browse dialogue box Locate the essexcln.xll and select it. Click OK twice to close the dialog boxes Start Spreadsheet Add-in

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Additional menu item

How to add Spread sheet Add-in in Excel

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Using Essbase ToolbarUsing Essbase Toolbar

To install the Hyperion Essbase toolbar: Start Excel. Select File > Open. From the\essbase\client\sample directory, open the esstoolb.xls

file.

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Enables you to connect to an instance of Essbase Server. click the Connect button on the toolbar to display the Essbase

System Login dialog box.

Toggles the Navigate Without Data feature, which tells Essbase to retrieve or not to retrieve data when you perform navigational operations, such as pivot, drill down, drill up, keep only, and remove only.

Retrieves data into the active worksheet.

Retains only the selected member (the active cell) or member range in the worksheet.

Toolbar Buttons and its purpose

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Removes the selected member (the active cell) or member range from the worksheet. Click the Remove Only button to retain all unselected members in the worksheet.

Zoom In - Retrieves and expands data from Essbase according to the options specified in the Essbase Options dialog box

Query Designer is designed to create report queries, view attributes, and perform calculations based on attributes.

Zoom- Out Collapses the view according to the options specified in the Essbase Options dialog box in the cell that contains the member that you want to collapse.

Toolbar Buttons and its purpose cont’d

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To set display, zoom, mode, style, and global options for the active worksheet to customize the behavior of Spreadsheet Add-in software.

Click the Member Selection button to display the Essbase Member Selection dialog box

Restores the previous worksheet view.

Toolbar Buttons and its purpose cont’d

Query Designer is designed to create report queries, view attributes, and perform calculations based on attributes.

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Managing Worksheet Options

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Zoom Tab

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Mode Tab

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Global Tab

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Retrieving Data into Excel

Each time you retrieve information from a Hyperion

Essbase server, the following actions occur:

Hyperion Essbase Spreadsheet Add-in requests data from the server

The server processes the request and prepares the data The server transmits the data to Hyperion Essbase Spreadsheet

Add-in Excel receives the data from Hyperion Essbase and organizes it in a

worksheet

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Retrieving Data into Excel cont’d

To retrieve data into an empty worksheet Connect to the database Select Essbase > Retrieve. The spread will retrieve the data as

below

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Retrieving Data into Excel cont’d

As you have ready enabled the double-clicking option, by double clicking on an empty cell in the spread sheet will retrieve data.

Spread sheet initially retrieves the data from the top levels of each database dimension.

For drilling the members to the lower level, either double click on the selected members, or select essbase -> Zoom In. The member will be drilled down to view the lower members.

We can also retrieve the members in a grouped, nested columns and rows. In the above scenario, double click on the column D1 to drill down the Market to create the nested groups of rows down the work sheet.

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Retrieving Data into Excel cont’d

To display the Scenario to drill down across the worksheet in columns, follow the below steps

Press and Hold the Alt key Double click on the member Scenario Release the Alt Key.

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Suppressing the missing values, Zero Values and underscore Characters

Several types of data can be returned to a worksheet view: Numeric data values #NoAccess strings, which are displayed when you do not have the

proper security access to view a data value #Missing strings, which indicate that no data exists for that member

intersection Zero data values Select Essbase -> Options, and select the Display tab In the Suppress option group, select the #Missing Rows check box

and click OK. Similarly check the Zero rows check box

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Building Reports with Member Selection

A Hyperion Essbase database may contain hundreds or even thousands of members, making it difficult to remember each member name.

You can use the Essbase Member Selection dialog box to find and select members and to define the layout of members in the worksheet.

In addition, you can use Boolean operators, such as AND, OR, and NOT, or other search parameters to specify criteria and conditions that members must meet for the member selection.

Member selection is an important method of creating a spreadsheet

report for the data you want to retrieve

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Building Reports with Member Selection

To view the specific members of any dimension Open a new worksheet Select Essbase -> Retrieve Select any [product] dimension if we want to see the specific

members in the product dimension. Select Essbase -> Member Selection or click on Member

selection button in Essbase toolbar A dialogue box is open with the product dimension in the

dimension list box and Childs in the member list box Select the member and then click add to add the selected

member to the rules list box Just double click on the members to add to the rules list box

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Building Reports with Member Selection

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Building Reports with Member Selection

If we want to find a specific member, click on Find -> in the Find Member dialogue box type the member name you want to locate and then click on find.

The member will be highlighted in the member selection list box and double click on it add to the rules tab.

View method can be modified to view the members accordingly by member name, Level Name and by Generation name

Click on Ok to close the member selection dialogue box

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Protecting Formulas During Retrieval

Select the excel file that you wish to refresh from database. To retain the formulas contained in the excel sheet when

retrieving, select Essbase -> Options Make sure the Adjust Columns check box is checked in the cells

option group Select the Mode Tab In the formula preservation group, check the check box Retain on

Retrieval to enable formula preservation mode Then Click OK Select Essbase -> Retrieve to refresh the latest data from

database

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Protecting Formulas During Retrieval

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Pivoting Data Pivoting data allows end users to change the orientation of the

column and row headings. Select the cell of a row heading that will become a column heading

and vice versa From the menu, select Essbase > Pivot.

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Thank You