Before starting the tutorial, you should have a working familiarity with the Essbase product through the use of the Spreadsheet Add-in interface. Review in this guide Chapter 2, “Basic Tutorial” and Chapter 3, “Advanced Tutorial” as prerequisite reading.
A sample Essbase database is the basis for the examples in this tutorial. The database administrator creates this sample Essbase database using the sample metaoutline supplied withIntegration Services (see Oracle Essbase Integration Services Online Help). A sample spreadsheet file, Essdt.xls, contains a worksheet with the appropriate member intersections for the sample drill-through report. For more information on the sample database, spreadsheet file, and drill-through report, see “About the Samples Used in This Tutorial” on page 182. If you plan to follow the examples in a live working session, check with the person at your organization who installs theIntegration Services product family for information on the sample database that you need for drill-through, and to which instance of Essbase Server you should connect.
Note:
The Essdt.xls file also contains sample results of the drill-through reports when you run them without customizing the reports. The results are provided in separate sheets in the workbook so that you can see the sample report results without working through the tutorial. For more information about the sample reports, see “About the Samples Used in This Tutorial” on page 182.
Before starting the tutorial, make sure you meet these requirements: ● You must install these components on your client computer:
❍ A 32-bit version of Excel ❍ Spreadsheet Add-in ❍ The Drill-through module
The drill-through module is installed automatically when you install Spreadsheet Add- in. This module is transparent until you invoke it from the Linked Objects Browser. For more information on installation, contact the Essbase system administrator.
● The Essbase system administrator must install the Essbase Server.
● You must have access toIntegration Services and to an instance of Essbase Server. For more information, contact the Essbase system administrator or the person who administers Integration Services at your organization.
● You must have access to the underlying relational database (typically using a user name and password that are different from those that you use for Essbase). To obtain the appropriate access, contact the Essbase system administrator or the person who administers Integration Services at your organization.
● To use the Essdt.xls sample drill-through report spreadsheet, you need to log in to a computer with both Essbase Server and Integration Services installed. You must perform a member and data load and calculate the data for the sample Essbase database that you will access from Spreadsheet Add-in.
● The sample database that contains the drill-through report must be set up and running. The sample drill-through reports used in this tutorial (called “Market Detail,” “Measures Detail,” and “Product Detail”) are available with the sample spreadsheet files. Contact the person at your organization who installs Integration Services to find out the name of the sample database to use for drill-through.
For more information on Essbase installations, see the Essbase Integration Services Installation Guide. For more information on Essbase installations, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
➤ Before starting the drill-through tutorial, perform these tasks:
1 Open the sample Essdt.xls file.
The sample spreadsheet file contains the appropriate member intersections from the sample database for the drill-through report. This file is provided as part of the default Essbase installation.
2 Set a style for data cells that are associated with drill-through reports. Keep in mind these guidelines during the tutorial:
● Each tutorial task builds upon the previous one, and tasks must be followed in succession. ● Optional tasks are included for your reference only and should not be performed as part of
the tutorial. For more information on these tasks, see the Drill-through Help section of .Oracle Essbase Spreadsheet Add-in Online Help
● The examples used in this tutorial are based on the sample database that is included with the Integration Services installation. Contact the person at your organization who installs Integration Services for information about accessing the sample database.
● Set the options in the Essbase Options dialog box as described in “Setting Essbase Options” on page 177. If the option settings are different, the illustrations presented in this chapter may not match the spreadsheet view.
● If you make a mistake during the tutorial, select Essbase, then FlashBack, to return to the previous spreadsheet view.
Setting Essbase Options
Before you begin the tutorial, make sure that the spreadsheet options are set to the initial settings, as illustrated in Figure 169 through Figure 173. If your option settings are different, the illustrations presented in this chapter may not match the spreadsheet view.
For information about Essbase options, see Oracle Essbase Spreadsheet Add-in Online Help.
➤ To set Essbase options:
1 From the Excel menu, select Essbase, then Options.
2 In Essbase Options, select Display.
3 Select options to match those shown in Figure 169.
Figure 169 Initial Settings for Display Options
4 Select Zoom.
Figure 170 Initial Settings for Zoom Options
6 Select Mode.
7 Select options to match those shown in Figure 171.
Figure 171 Initial Settings for Mode Options
8 Select Style.
Figure 172 Initial Settings for Style Options
10 Select Global.
11 Select options to match those shown in Figure 173.
Figure 173 Initial Settings for Global Options
12 Click OK to save the settings for this session and close Essbase Options .