After connecting to a data source, click the action item Ad hoc analysis from the Action Panel or the right-click menu

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3. The default Ad hoc grid is opened with the Point-of-View (POV) toolbar displayed in the worksheet. The default grid setting is Account dimension in the rows and Period dimension in the columns. Smart View always displays the first member in the hierarchy. [None] is the first member in the Account dimension. [Year] is the first member in the Period dimension. The default grid setting cannot be changed.

4. If a user saves the worksheet with the Ad hoc grid, the grid setting and POV will be saved, as well.

Selecting Members for POV

1. From the POV toolbar, click on the down arrow next to a dimension member to expand the drop-down box. Click on the ellipsis (…) to open up the Member Selection dialog box.

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2. From the Dimension drop-down list, select a dimension.

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3. If the selected dimension includes hierarchies, users can expand or collapse the list of members using one of the following methods:

a. Click the Expand All (+) button to expand all members under the highlighted parent, or click the Collapse All (-) button to collapse all members.

b. Click the Expand (+) or Collapse (-) signs next to the dimension members to expand or collapse the particular hierarchy to the next level.

4. To display dimension descriptions instead of labels, select Use Descriptions.

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5. To make dimension member selections, check the box next to the desired member(s). Then click the red arrow in the middle.

6. The selections are listed in the order the boxes are checked. Users can reorder the selected members by using the up and down arrows next to the selection. Do this by highlighting the member to move and then select the appropriate arrow.

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7. To filter the list of members, select a member list from the Filter drop-down list.

8. In the Members pane on the left, check the box next to a member.

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Use one of the following methods to select members:

a. To select individual members, select the check box next to each desired member.

b. To select all members for a parent member, click .

c. To select all immediate children for a parent member, click and from the Filter drop-down list, select [Children].

d. To select all base members for a parent member, click and from the Filter drop-down list, select [Base].

e. To deselect member, uncheck the box next to the member.

9. Click Add , to move the selected members to the selection list.

To remove members from the Selection pane, select the members, then click Remove . To remove all members from the Selection pane, click Remove All .

10. To search for members in the selected dimension:

a. Click and enter the member name or pattern for which to search in the text box. Users can enter the start of a text pattern for the search or use a trailing asterisk (*) as a wildcard symbol.

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b. Click Enter to find the first member within the dimension that matches the search criteria. Select the check box next to a member and then click .

c. Click to search down or to search up for the next occurrence and, then select the check box next to the member and click .

11. Smart View allows a maximum of 1,000 members to be selected for the Ad hoc POV.

12. Once finished selecting members for all dimensions in the POV, click OK.

Pivoting

Users can pivot a dimension between rows and columns if there are two or more dimensions in the row or column containing the dimension to be pivoted.

1. Pivoting dimension from POV toolbar to row or column can be done using left click, drag and drop.

a. Select the desired dimension to row or column from POV toolbar.

b. Left click on it and drag it to the row or column.

c. Release the mouse to drop dimension to row or column.

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2. Pivoting dimension from row or column to POV toolbar can be done using right click, drag and drop.

a. Select the unwanted dimension from row or column.

b. Right click on it and drag it back to the POV toolbar.

c. Release the mouse to drop dimension to the POV toolbar.

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3. Users can also move dimensions from the grid to the POV toolbar as follows:

a. Select a member of the dimension to move to the POV.

b. From the Smart View Menu, select Analysis and then Pivot to POV.

4. Pivoting dimension between row and column can be done using right click, drag and drop.

a. Select the dimension to pivot.

b. Right click on it and drag it to row or column.

c. Release the mouse to drop the dimension to row or column.

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5. Users can also pivot dimensions between row and column as follows:

a. Select the dimension to pivot.

b. From the Smart View Menu, select Analysis and then Pivot

Data Drilling Functions

Ad hoc analysis offers data drilling functions which enable users to drill down, drill up, and remove some member from the ad hoc analysis.

1. Zoom In – This option allows users to drill down to next level, all levels or bottom level depending on the Ad Hoc