• The lower-right pane, on the main screen, contains brief instructions on how to open a new query.. • The left pane is your organizational pane and it shows you information about the en
Trang 1As you can see, finding and accessing the EQD was easy enough By clicking on the
Query Designer… selection you are presented with the primary EQD screen shown
as follows:
Trang 2One look at the preceding screenshot and you will see that while the EQD is a very
powerful tool, it is also a very user-friendly tool Oracle has made great strides in
creating tools that are intuitive and packed with instructions and help
Now, looking at the previous screenshot, you see the screen is divided into three
panes Each pane has its own purpose
• The upper-right pane will always contain information, tips, or even
step-by-step instructions, pertinent to the area of the EQD you are currently in
• The lower-right pane, on the main screen, contains brief instructions on how
to open a new query The lower-right pane on other screens accepts input
from you as you build your query In other words, it is in this area that you
make your selections
• The left pane is your organizational pane and it shows you information about the entire scope of your current Microsoft Excel session For instance the left
pane shows you, in tree format similar to the Essbase Administration Services, what workbooks you have open, what worksheets are available to you in
each workbook, and important database outline dimension and member
information relative to the queries you are building and the Microsoft Excel
workbooks you are building them in
The active Microsoft Excel workbook that was open is selected in the left pane
when you start the EQD Anytime you select a workbook in the left pane it will
display the initial, or main EQD screen
The three other EQD screens are displayed based on what selection you have
made in the left pane
• By clicking on any worksheet available to EQD, a tree view is displayed
in the query information screen as shown in the following screenshot:
Trang 3The query information screen contains information about the query itself
like its name, location, the database connection, and so on
• The next screen in the EQD is the Messages and Confirmations screen
This screen allows input from you in the form of checkbox selections
The selections on the Messages and Confirmations screen can be
very helpful depending on how you select them As you can see in
the preceding screenshot, the selections on the Messages and
Confirmations screen are fairly intuitive.
For example, the very first checkbox, Dimension move deletes member
selection rules, will remove member selection rules on a dimension
if you move it from a row member to a column member or vice versa,
when checked
Likewise, the second selection, Dimension move deletes sorting
and filtering rules, will remove any sorting and/or filtering rules on
a dimension if you move it from a column member to a row member
or vice versa, when checked
Trang 4When you read through the rest of the choices you will see they offer similar choices that you can select, depending on how comfortable you are using the
EQD For the most part the Messages and Confirmations selections give you
the option of message boxes popping up asking for confirmation when you
are attempting to perform a function in the query designer
• There is the query help screen which is shown below Again, this screen is
divided into three panes, as are the rest of the EQD screens When you click
on the Help icon in the left pane, the screen will change to the Help screen.
Referring to the usual upper-right pane on the screen, you will see tips on
how to use the EQD help In the lower-right pane are two buttons These
buttons offer you the choice between stepping through an EQD tutorial or
activating the EQD online help This screen is pretty much an intuitive screen that you can best learn how to use by exploring on your own
Creating a query with Essbase Query Designer
Essbase queries are associated with individual worksheets in a Microsoft Excel
workbook This is not to say that a query cannot be used in several worksheets, it's
just that the development of a query must be associated with an individual worksheet
Trang 5From any of the EQD screens all you need to do to begin a query is to right-click with your mouse on any worksheet listed in any workbook that is displayed in the left or organizational pane of any of the EQD screens When you right-click on an available worksheet it will display a menu as seen in the following screenshot:
From this menu you will be offered several selections If you click on New, you
will be offered three options:
• Create a new Microsoft Excel workbook
• Insert a new worksheet into the active Microsoft Excel workbook
• Create a new Query
There are also options to Select Active Sheet, which selects the active worksheet
in the workbook You can choose to Open Query, Retrieve data into the active
worksheet, or most importantly, Connect or Disconnect to and from the desired
Essbase database If you are already logged in to Essbase through the active
workbook, there is no need to login again through EQD