When you click Essbase | Retrieve, Essbase will populate the active Microsoft Excel worksheet with data, fresh from the database.. The options screen contains four tabs containing user
Trang 1Quite possibly the Retrieve add-in function will be the Essbase function you use
most often When you click Essbase | Retrieve, Essbase will populate the active
Microsoft Excel worksheet with data, fresh from the database Many times there
will be data loads or database calculations occurring throughout the day and you
will always want to make sure you are looking at the latest and greatest version
of the data A simple Essbase | Retrieve takes care of it for you.
Setting the add-in spreadsheet options
Here is a vital piece of the Essbase add-in Setting the Essbase add-in options
correctly can dramatically affect how you and the add-in perform The options
screen contains four tabs containing user settable options that affect the add-in's
behavior at the individual worksheet level and also global options, which affect
the add-in's behavior at the Microsoft Excel level Access these screens by clicking
Essbase | Options….
Trang 2As shown in the previous screenshot, the Essbase Options screen on the Display
tab contains settings that affect how Essbase will display your data The settings
on this tab are sheet level settings and only affect the Microsoft Excel worksheet
that was active when the options screen was opened and the settings applied
You can select a different sheet in the workbook and set different options for it
Display tab
The first group of available options is the Indentation setting The Indentation
setting is a row heading setting and only affects how the row members' names
are justified in their rows The available settings are explained here:
• None: All data retrieved will maintain the same column justification
• Subitems: The children members of a parent would indent on the report
• Totals: Parent members would be indented
Only one of these options can be selected at a time
The next option group is the Suppress options Here you can tell Essbase what
values or lack of values you wish to prevent from showing up on the report:
• #Missing Rows: These are Essbase NULL values
• Zero Rows: This means the entire row of data has zero values
• Underscore Characters: This could be rows that contain invalid data values
Trang 34 Repeat Member Labels: This setting will populate every row of the
retrieved data with the member name or label
In the Replacement section of the Essbase Options screen, you have two choices:
1 #Missing Label: This allows you to tell Essbase what value to substitute
for null values that are returned in your report
2 #No Access Label: This allows you to substitute a value in cells that you
do not have the proper access to view
In the Aliases section, you have the choices of:
1 Use Aliases: This option will return the data using the member names
stored in an alias table If you select this option, the Alias table combo-box
is available for you to choose the alias table from
2 Use Both Member Names and Aliases for Row Dimensions: This setting
will fill two columns as row headers with both the member names and the
names stored in the selected alias table
The Query Designer option will only affect you if you are using EQD If checked,
it will apply the sheet options to the resultant report created from an Essbase query
Lastly, the Dynamic Time Series option, when checked, allows you to choose
the last date from the time dimension to be used in dynamic time calculations
As you can see in the next screenshot, we have indented the sub or children items by
checking the Indent SubItems selection, the columns are automatically adjusted to
fit the column names by checking the Adjust Columns checkbox, and the #Missing
and Zero values have been suppressed because only the calendar periods with data have been displayed You can tell this because the value for Quarter 1 is the same as the value to 2009 If there were values for the subsequent calendar periods, the total for 2009 would be different than the Quarter 1 2009 value
Trang 4Zoom tab
The functions found on this tab are page or sheet level options that aid the user
in quickly drilling up or down to desired levels of data
The first section on the Zoom tab allows you to control how the add-in reacts when you use the Zoom In function You may be wondering what zoom in and zoom out
means? As you all know, on a camera there is a function that allows you to zoom in
on your subject What does it do? It will give you a closer look at the object for which
you are trying to take a picture In a similar way, when we use the Zoom In function
in Essbase, its gives you a closer look at the data by drilling down either one level
down or several levels down There is an entire range of choices but you are allowed only one at a time
Trang 5with the member(s) that you selected for your zoom:
• Include Selection: This will zoom from the selected member to the
level determined by the previous set of options and also include the
selected member
• Within Selected Group: When checked, the add-in will keep all members
if they are from the same logical group as the selected zoom member
• Remove Unselected Groups: This will not return the members that are not
in a selected group Be careful with this one because you can lose members
from your report and may need to start over
The Hybrid Analysis option allows you to look at lower levels of data that is available
in the back-end relational database and not in your Essbase database The outline
members are tagged as Enable Hybrid Analysis In order to know which members are hybrid analysis enabled you need to check the option Enable Hybrid Analysis Unless
you are intimately familiar with your outline, this is probably best left unchecked
In the Sampling section, you can type an integer from 1 to 100 which will tell Essbase
what percentage of the retrievable data to use when returning zoom data Unless
your zooms are causing you memory or performance issues you can leave this at 100.
Mode tab
The Mode tab allows the user to select the mode that Essbase will use to deliver the
data to the Microsoft Excel worksheet There is also an option on this tab that allows the user to control the read access mode that Essbase will use against the data while
a user is connected to a database and is actively retrieving data