HYPERION ESSBASE – SYSTEM 9
HYPERION ESSBASE – SYSTEM 9RELEASE 9.3.1SPREADSHEET ADD-INUSER’S GUIDE FOR EXCEL
Essbase Spreadsheet Add-in User’s Guide for Excel, 9.3.1Copyright 1989, 2007, Oracle and/or its affiliates. All rights reserved.Authors: Keely CostedoatThe Programs (which include both the software and documentation) contain proprietary information; they are providedunder a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, andother intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, exceptto the extent required to obtain interoperability with other independently created software or as specified by law, isprohibited.The information contained in this document is subject to change without notice. If you find any problems in thedocumentation, please report them to us in writing. This document is not warranted to be error-free. Except as may beexpressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced ortransmitted in any form or by any means, electronic or mechanical, for any purpose.If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of theUnited States Government, the following notice is applicable:U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered toU.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to theapplicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication,disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subjectto the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additionalrights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500Oracle Parkway, Redwood City, CA 94065.The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerousapplications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measuresto ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for anydamages caused by such use of the Programs.Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of theirrespective owners.The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle isnot responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated withthe use of such content. If you choose to purchase any products or services from a third party, the relationship is directlybetween you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b)fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warrantyobligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that youmay incur from dealing with any third party.
ContentsChapter 1. Introduction to Release 9.3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Migration to Release 9.3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7New Features in Release 9.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Duplicate Member Name Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Spreadsheet Add-in Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8New Features in Release 7.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Compatibility with Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Visual Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Support for Excel 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Metadata Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Currency Changes in the Sample Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Support for Excel 2002 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Chapter 2. Introduction to Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11About Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Typical Users of Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Components of the Client-Server Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12The Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Essbase Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13The Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Essbase Application Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Essbase Spreadsheet Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Essbase Partitioning Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Essbase Structured Query Language Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Essbase Application Programming Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Essbase Currency Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Integration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Developer Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Data Mining . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15The Multidimensional Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Database Outlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Contentsiii
Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Consolidations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Chapter 3. Basic Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Getting Acquainted with Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Registering Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Adding Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Starting Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Installing the Essbase Toolbar for Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Using the Essbase Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Accessing Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Enabling Mouse Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Preparing to Begin the Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Enabling Compatibility with Hyperion Smart View for Office . . . . . . . . . . . . . . . . . . 28Setting Essbase Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Following Guidelines During the Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Reviewing the Sample Basic Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Retrieving Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Connecting to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Changing a Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Retrieving Data from a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Canceling a Data Retrieval Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Restoring the Previous Database View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Drilling Down to More Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Drilling Up to Less Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Customizing Drill-Down and Drill-Up Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Pivoting, Retaining, and Suppressing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Pivoting Rows and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Retaining a Data Subset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Removing a Data Subset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Navigating Through the Worksheet Without Retrieving Data . . . . . . . . . . . . . . . . . . 49Suppressing Missing Values, Zero Values, and Underscore Characters . . . . . . . . . . . . 52Formatting the Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Formatting Text and Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Displaying Aliases for Member Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Displaying Both Member Names and Aliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62ivContents
Repeating Member Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Working with Duplicate Member Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Creating Queries Using Essbase Query Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67About Creating and Changing Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Creating Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Saving Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Applying Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Deleting Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Viewing Messages and Confirmations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Accessing Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Connecting to Multiple Databases from Essbase Query Designer . . . . . . . . . . . . . . . . 78Applying Worksheet Options to Essbase Query Designer Results . . . . . . . . . . . . . . . . 79Selecting Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Saving and Disconnecting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Saving a Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Disconnecting from Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Logging Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88On to Advanced Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Chapter 4. Advanced Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Preparing to Begin the Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Connecting to a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Setting Essbase Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Performing Advanced Retrieval Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Filtering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Retrieving Data into Asymmetric Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Drilling Down to a Sample of Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Working with Formatted Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Preserving Formulas When Retrieving Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Retrieving a Range of Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Retrieving Data by Using a Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Retrieving Dynamic Calculation Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Specifying the Latest Time Period for Dynamic Time Series . . . . . . . . . . . . . . . . . . . 119Using Free-Form Reporting to Retrieve Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Retrieving Data Using Visual Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Using Linked Reporting Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Linking a File to a Data Cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Linking a Cell Note to a Data Cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Contentsv
Linking a URL to a Data Cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Accessing and Editing Linked Reporting Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Connecting to Multiple Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144Ways to View Active Database Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Ways to Access Linked Partitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Updating Data on the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Database Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149Creating Multiple Worksheets from Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150Working with Currency Conversions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Retrieving Currency Conversion Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Connecting to the Sample Currency Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Performing Ad Hoc Currency Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157Chapter 5. Using Drill-Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161About Drill-Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Setting Essbase Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165About the Samples Used in This Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168Using Drill-Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169Accessing Drill-Through Reports from the Spreadsheet . . . . . . . . . . . . . . . . . . . . . . 169Selecting Drill-Through Reports to View or Customize . . . . . . . . . . . . . . . . . . . . . . 174Selecting and Ordering Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179Ordering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180Filtering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182Disconnecting from Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189viContents
1Introduction to Release 9.3.1In This ChapterMigration to Release 9.3.1. 7New Features in Release 9.x. 7New Features in Release 7.x. 8This chapter provides compatibility information for Oracle's Hyperion Essbase – System 9Release 9.3.1 and previous releases of Essbase, including migration information and new featuredescriptions and enhancements.Migration to Release 9.3.1As you migrate or upgrade from previous releases of Essbase to Release 9.3.1, note that Release9.3.1 of Essbase Spreadsheet Add-in works with Release 9.3.1 of Essbase Server. If the Essbasesystem administrator upgrades Essbase Server to Release 9.3.1, earlier releases of SpreadsheetAdd-in work on a limited basis. Upgrade to Spreadsheet Add-in for Release 9.3.1 as soon aspossible.See the Hyperion Essbase - System 9 Installation Guide for detailed information about migratingfrom previous releases of Essbase.New Features in Release 9.xDuplicate Member Name SupportSpreadsheet Add-in RegistrationDuplicate Member Name SupportSpreadsheet users may now view duplicate member names in applications. Additionally, youmay opt to view qualified names of members as Excel comments or to display qualified nameson the worksheet. In both cases, the qualified name includes the member name and the namesof its ancestors up to the level that uniquely defines the member.For example, the member name "Albany" under both New York and California appears in aMarket dimension as well as in a Customer dimension. With duplicate member name support,Migration to Release 9.3.17
you can choose to simply display "Albany" under New York and California in both dimensions,and view the qualified member name in the cell comment. Alternatively, you can choose todisplay the qualified member name for Albany in both dimensions directly on the worksheet.See “Working with Duplicate Member Names” on page 65 for more information on duplicatemember name support.Spreadsheet Add-in RegistrationThe Essbase Spreadsheet Add-in registration utility for Excel registers Essbase Spreadsheet Addin with Excel and includes it in your computer’s registry entries.You may also unregister Spreadsheet Add-in from Excel. Unregistering is similar to uninstallingin that it clears the registry entries and removes the Essbase menu from Excel; however, it leavesthe Essbase Spreadsheet Add-in components on your computer. If you want to put theSpreadsheet Add-in back into Excel, run the register program again.It is not required that you register Spreadsheet Add-in. If you experience problems with EssbaseSpreadsheet Add-in, it is recommended that you register.See “Registering Spreadsheet Add-in” on page 22.New Features in Release 7.xRelease 7.x included the following new features and enhancements: “Compatibility with Smart View” on page 8, included in release 7.1.2 “Visual Explorer” on page 9, included in release 7.1 “Support for Excel 2003” on page 9, included in release 7.1 “Metadata Sampling” on page 9, included in release 7.0 “Currency Changes in the Sample Applications” on page 9, included in release 7.0 “Support for Excel 2002” on page 10, included in release 7.0Compatibility with Smart ViewOracle's Hyperion Smart View for Office can be installed on the same computer as the EssbaseSpreadsheet Add-in. Selecting a new check box, "Limit to Connected Sheets," ensures thatSpreadsheet Add-in functions properly alongside Smart View.The "Limit to Connected Sheets" check box is part of the Mouse Actions settings located on theGlobal tab of the Essbase Options dialog box in Essbase Spreadsheet Add-in.Currently, when only Spreadsheet Add-in is installed, mouse clicks behave according to thesettings made in the Mouse Actions group, even when the worksheet is not connected to anEssbase Server application and database. For example, if the Enable Double-Clicking option isselected, double-clicking in an unconnected worksheet automatically brings up the EssbaseSystem Login dialog box.8Introduction to Release 9.3.1
When the new "Limit to Connected Sheets" check box is selected, the selections you make in theMouse Actions group are only valid for Essbase only for worksheets that are connected to anEssbase application and database. Likewise, if the current worksheet is connected to a differenttype of data source, such as a Hyperion Planning data source connected using Smart View, mouseclicks are ignored by Spreadsheet Add-in.If you plan to install Oracle's Hyperion Smart View for Office on the same computer as EssbaseSpreadsheet Add-in, complete the steps in “Enabling Compatibility with Hyperion Smart Viewfor Office” on page 28.Visual ExplorerOracle's Hyperion Essbase Visual Explorer is a new tool accessed from the Spreadsheet Addin that helps you to analyze data in an Essbase database. Visual Explorer provides a query andanalysis interface for creating interactive summaries and reports of data in a graphical format.These graphical summaries answer questions about topics such as totals, comparisons, outliers,correlations, rankings, and trends—question that you may have about the information in anEssbase database. You can choose to visualize data in various graphical formats including bars,lines, Gantt bars, shapes, colors, and tables.Support for Excel 2003Essbase Spreadsheet Add-in is supported on Excel 2003, as well as Excel 2002.Metadata SamplingEssbase is a multidimensional database engine that provides support for ad hoc analysis. Suchanalysis is entirely driven by the intuition of the analyst and can be time-consuming as datavolume increases. Large cubes tend to have more dimensions and sometimes more levels, makinghierarchical navigation very cumbersome.Metadata sampling enables you to analyze large cubes with a focus on data trends or toapproximate information in the initial stages. Because you query on a “sample” of members,retrieval is quick. Metadata sampling enables you to drill down on a portion of the vast amountof members in an Essbase database in a fraction of the time that it usually takes to analyze thewhole database. You can view many samples in a small amount of time and make early decisions.Later, you can follow with organized data exploration.With the introduction of Hybrid Analysis, you can store part of an Essbase cube in a relationaldatabase. Metadata sampling enables you to drill down on all of the data that you specify, whetherit is in Essbase or in an underlying relational database.Currency Changes in the Sample ApplicationsWith the introduction of the euro as the official currency of the countries of the European Union,several currencies that were used in the Essbase sample applications no longer exist. In pastNew Features in Release 7.x9
versions of Essbase, portions of the sample applications used the currencies of Germany, France,and Spain. References to these currencies have been replaced by references to the euro (EUR),Swiss franc (CHF), and Swedish Krona (SEK), respectively.Also, where applicable, the abbreviated names of the currencies used in the sample applicationshave been changed to reflect international standards for the representation of currency units.Table 1 is a complete list of the currencies used in the sample application and their respectiveabbreviation,Table 1Currency Names and Their AbbreviationsCurrency NameAbbreviationBritish PoundGBPCanadian DollarCADEuropean Union EuroEURSwedish KronaSEKSwiss FrancCHFUnited States DollarUSDSupport for Excel 2002Essbase Spreadsheet Add-in is supported on Excel 2002.10Introduction to Release 9.3.1
Introduction to Essbase2In This ChapterAbout Essbase .11Typical Users of Essbase .12Components of the Client-Server Environment.12Essbase Application Products .14The Multidimensional Database .15Database Outlines .17This chapter provides an overview of Essbase and its users. It includes a description of the Essbaseclient-server environment and the Essbase product suite. Finally, multidimensional databaseconcepts and database outlines are discussed.About EssbaseEssbase is multidimensional database software that is optimized for planning, analysis, andmanagement-reporting applications. Essbase uniquely blends an innovative technical designwith an open, client-server architecture. The product enables you to extend decision supportsystems beyond ad hoc queries and reports on historical performance to dynamic, operationalsystems that combine historical analysis and future planning.By consolidating and staging historical and projected data for detailed analysis, you gainperspectives about your business that enable you to take appropriate actions.Essbase provides both power and flexibility. Thus, it can be used for a broad range of onlineanalytical processing (OLAP) applications, including those in the following list: Budgeting Forecasting and seasonal planning Financial consolidations and reporting Customer and product profitability analysis Price, volume, and mix analysis Executive information systemsAbout Essbase11
Essbase enables you and others in the organization to share, access, update, and analyzeenterprise data from any perspective and at any level of detail without learning new tools, querylanguages, or programming skills.Typical Users of EssbaseEssbase can be used in many different applications. Financial analysts have found the productto be invaluable in budget analysis, currency conversion, and consolidation. Cost accountantsapply its powerful capabilities to evaluate allocation and elimination scenarios. Productmanagers and analysts use it to plan and analyze multiple product lines and distributionchannels. You can also use the product as a repository database for spreadsheet data. Anyonewho uses a spreadsheet is a potential user of Essbase.Because Essbase is applicable to such a broad variety of environments, individuals using it at anorganization may fill one or more roles in implementing and running applications. This guiderefers to specific roles by three titles. A role may be performed, however, by one person or byseveral people working collaboratively. System administrator. The Essbase system administrator typically has experience innetworking, installing software packages, and administering system functions. In additionto installing the Essbase software, the Essbase system administrator may also set up Essbaseuser accounts, set up the security system, and maintain the Essba
Spreadsheet Add-in back into Excel, run the register program again. It is not required that you register Spreadsheet Add-in. If you experience problems with Essbase Spreadsheet Add-in, it is recommended that you register. See “Registering Spreadsheet Add-in” on page 22 . New Features in Release 7.x
A Hyperion Product Update What's New in Hyperion System 9 BI Essbase Analytics and Enterprise Analytics? Release summary Hyperion System 9 BI Essbase Analytics (Essbase Analytics) and Hyperion System 9 BI Enterprise Analytics (Enterprise Analytics) are analytic database engines within Hyperion System 9that allow our customers to develop and deploy custom applications.With .
Hyperion, or the Hermit in Greece 1 Volume One 3 Foreword 5 Book One 7 Hyperion to Bellarmin [I] 7 Hyperion to Bellarmin [II] 8 Hyperion to Bellarmin [III] 9 Hyperion to Bellarmin [IV] 11 Hyperion to Bellarmin [V] 16 Hyperion to Bellarmin [VI] 17 Hyperion to Bellarmin [VII] 21 Hyperion to Bellarmin
When upgrading to Essbase Release 9.3.3, you do not need to remove Essbase Release 9.3.1.x from your computer. Simply run the installation programs provided in this release. For information on running Essbase installation programs, see the Hyperion Essbase - System 9 Release 9.3.1 Installation Guide for the platform you are using. Caution!
Oracle Essbase Administration Services, MaxL, or ESSCMD. See theOracle Essbase Database Administrator's Guide and the Oracle Essbase Technical Reference. With SQL Interface, you can load data from a Unicode-mode relational database to a Unicode-mode Oracle Essbase application. For information on the Essbase implementation of Unicode,
About Essbase Oracle's Hyperion Essbase - System 9 provides companies with the ability to deliver critical business information to the right people at the right time. With Essbase, companies can leverage and integrate data from multiple existing data sources and distribute filtered information to end-user communities.
Hyperion applications such as HFM, Hyperion Planning, Hyperion Financial Data Quality Management, Hyperion Strategic Finance, Hyperion Profitability and Cost Management, Oracle Essbase and others to support their critical finance processes. While these were great products for many years, th
Hyperion Intelligence 8.3 and OBIEE/Answers Back-end Platform Windows Oracle Hyperion Hyperion Planning Public Sector Planning Full-Use Essbase V. 11.1.2.2 Hyperion Financial Reporting Studio Hyperion SmartView (Planning and Ad Hoc)
Hyperion/OBIEE Training by Amit Sharma learnhyperion.wordpress.com II. Essbase Client/Server Architecture 1. What server agent will do? The server runs a Server Agent (ESSBASE) process that acts as a traffic coordinator for all user requests to Essbase applications. Adm
