ORACLE® ESSBASE SPREADSHEET ADD-IN RELEASE 11.1.1 ONLINE HELP Spreadsheet Add-in Online Help, 11.1.1 Copyright © 1991, 2008, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. 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It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services. Contents Chapter 1. Overview ................................................................ 11 An Overview of Essbase ................................................. 11 Retrieving Multidimensional Data ......................................... 12 Reading Multidimensional Data in Two-Dimensional Spreadsheets ................. 13 Navigating Through Spreadsheets ......................................... 13 Free-Form Reporting .................................................. 14 Retrieving in Advanced Interpretation Mode .............................. 14 Retrieving in Free-Form Mode ......................................... 15 Differentiating Between Symmetric and Asymmetric Reports ...................... 16 Chapter 2. Getting Started with Spreadsheet Add-in .......................................... 17 Registering Spreadsheet Add-in ........................................... 17 Logging In to Essbase .................................................. 18 Logging Out of Essbase ................................................. 18 Updating Passwords ................................................... 19 Working with Databases ................................................ 19 Connecting to Multiple Databases ...................................... 20 Listing All Active Database Connections .................................. 21 Displaying Messages ................................................... 21 Specifying Message Type to Display ..................................... 21 Displaying Unknown Members ........................................ 22 Essbase Command Summary ............................................. 22 Chapter 3. Retrieving and Updating Data ................................................. 27 Retrieving Data Into Blank Worksheets ..................................... 27 Retrieving Into Formatted Worksheets ...................................... 28 Retrieving Data into Formatted Worksheets ............................... 28 Rules for Retrieving into Formatted Worksheets ............................ 29 Retrieving Data from Relational Sources ..................................... 29 Preserving Formulas when Retrieving Data ................................... 30 Retrieving in Free-Form Mode ............................................ 32 Retrieving in Template Retrieve Mode ...................................... 33 Contents iii Retrieving Data Ranges ................................................. 35 Using Advanced Interpretation to Retrieve Generation and Level Names ............. 36 Retrieving Dynamic Calc Members ........................................ 37 Retrieving Substitution Variables .......................................... 38 Specifying Latest Time Period for Dynamic Time Series .......................... 39 Canceling Retrievals ................................................... 41 Updating Data on the Server ............................................. 41 Retrieving Data Using Functions .......................................... 43 Chapter 4. Drilling, Pivoting, and Retaining Data ............................................ 45 Drilling Up to Less Detail ............................................... 45 Drilling Down to More Detail ............................................ 46 Drilling Down to a Sample of Members ..................................... 46 Pivoting Data ........................................................ 47 Pivoting on Formatted Worksheets ........................................ 48 Restoring the Previous Database View ...................................... 48 Retaining Data Sets .................................................... 49 Removing Data Sets ................................................... 49 Navigating Through Worksheets Without Retrieving Data ....................... 50 Enabling Compatibility Between Spreadsheet Add-in and Smart View ............... 50 Enabling Mouse Actions to Pivot, Retrieve, and Drill Up and Down ................. 51 Enabling Double-Clicking to Browse LROs ................................... 52 Drilling Down or Up On Shared Members ................................... 52 Drilling Down on Level 0 Attributes ........................................ 53 Drill-Down Behavior for Level 0 Attribute Members ......................... 53 Level 0 Attribute Drill-Down Behavior - Scenario A ......................... 54 Level 0 Attribute Drill-Down Behavior - Scenario B ......................... 55 Level 0 Attribute Drill-Down Behavior - Scenario C ......................... 55 Level 0 Attribute Drill-Down Behavior - Scenario D ......................... 56 Level 0 Attribute Drill-Down Behavior - Scenario E ......................... 57 Chapter 5. Formatting Text and Cells .................................................... 59 Applying Style Settings to Worksheets ...................................... 59 Clearing Styles from Worksheets .......................................... 60 Indenting Member Names ............................................... 60 Suppressing Missing Values, Zeros, and Underscore Characters .................... 61 Adjusting Cell Columns ................................................ 62 Repeating Member Names ............................................... 62 Replacing Missing and No Access Labels ..................................... 63 Displaying Aliases for Members ........................................... 64 iv Contents Working with Duplicate Member Names .................................... 64 About Duplicate Member Names ....................................... 64 Duplicate Member Names Example ..................................... 65 Displaying Duplicate Member Names ................................... 66 Changing Member Name Fonts and Colors .................................. 67 Changing Dimension Member Fonts and Colors ............................... 68 Changing Data Cell Fonts and Colors ....................................... 69 Enabling Spreadsheet Options with Query Designer ............................ 69 Chapter 6. Creating Multiple Worksheets from Data .......................................... 71 Specifying the Worksheet Detail Level ...................................... 71 Specifying Multiple Worksheet Names ...................................... 72 Copying Formats into Multiple Worksheets .................................. 73 Creating a Table of Contents for Multiple Worksheets ........................... 73 Specifying the Destination Directory of Multiple Worksheets ...................... 74 Specifying Output Types of Multiple Worksheets .............................. 74 Suppressing Missing Rows in Multiple Worksheets ............................. 75 Chapter 7. Calculating Databases