This section provides the following information to help you get acquainted with Hyperion Essbase Spreadsheet Add-in:
If you manually update your environment settings or if you have removed Hyperion Essbase Spreadsheet Add-in from the MicrosoftExcel environment, you must use the Excel facility to add Hyperion Essbase Spreadsheet Add-in into Excel. The facility adds the Hyperion Essbase menu to the Excel menu bar and points Excel to the Hyperion Essbase Spreadsheet Add-in file in the \essbase\bin directory. This file is on the hard drive of your PC, if that is where you installed Hyperion Essbase Spreadsheet Add-in, or on the network drive if that is where you set up your PC operating environment to run Hyperion Essbase Spreadsheet Add-in.
Note: | essexcln.xll is the add-in file for Excel 97 and Excel 2000. Adding Hyperion Essbase Spreadsheet Add-in into Excel 97 and Excel 2000 modifies the Windows 95, Windows 98, or Windows NT Registry. The .ini file and Registry point to where the Hyperion Essbase Spreadsheet Add-in file is installed. |
To add Hyperion Essbase Spreadsheet Add-in to Excel:
Excel displays the Add-Ins dialog box.
Excel displays the Browse dialog box.
The Hyperion Essbase startup screen is displayed.
If you do not see the Hyperion Essbase startup screen or if your system does not list the Hyperion Essbase Spreadsheet Add-In menu options, see the Hyperion Essbase Installation Guide for troubleshooting information.
Because Hyperion Essbase Spreadsheet Add-in software for Excel
is implemented as an Excel add-in, you must start Excel from Windows to use Hyperion Essbase Spreadsheet Add-in software.
You must open a worksheet before attempting to connect to the Hyperion Essbase server. An attempt to connect to the Hyperion Essbase server without opening a worksheet results in an error message.
To begin a Hyperion Essbase session:
After the Excel startup screen disappears, the Hyperion Essbase startup screen is displayed.
The Hyperion Essbase menu should be displayed in the Excel menu bar. If you do not see the Hyperion Essbase menu, you may need to use the Excel add-in facility to add Hyperion Essbase Spreadsheet Add-in into Excel. For more information, see Adding Hyperion Essbase Spreadsheet Add-in.
The Hyperion Essbase toolbar should also be visible. If you do not see the Hyperion Essbase toolbar, see Installing the Hyperion Essbase Toolbar and Adding Hyperion Essbase Spreadsheet Add-in.
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Note: | If the Excel status bar is not displayed, you can display it by selecting View > Status Bar. |
Hyperion Essbase Spreadsheet Add-in provides a convenient toolbar that displays buttons for accessing most of the common Hyperion Essbase commands without having to open the Essbase menu. Prior to using the Hyperion Essbase toolbar, you must install the toolbar by opening an Excel file that is provided as part of the default Hyperion Essbase installation. For more information on using the toolbar, see Using the Hyperion Essbase Toolbar.
To install the Hyperion Essbase toolbar:
Depending on how software is installed on your PC, the file may not be available or may be located in a different directory. Contact the Hyperion Essbase system administrator for more information.
A blank worksheet opens.
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Note: | If you are using Excel 97, two dialog boxes may be displayed when you open the esstoolb.xls file. If so, click the Enable Macros button on the first dialog box, and click OK on the second dialog box. |
You should not have to perform the toolbar installation procedure again unless you delete the Hyperion Essbase toolbar from the Toolbars dialog box in Excel. If you delete the toolbar, perform the installation procedure again.
Note: | If you have toolbars turned off in Excel, you do not see the Hyperion Essbase toolbar immediately. You must first enable toolbars. For more information, see Using the Hyperion Essbase Toolbar. |
Hyperion Essbase Spreadsheet Add-in for Excel features a convenient toolbar that displays buttons for accessing most of the common Hyperion Essbase commands without having to open the Essbase menu. You can view a short description of a button in a pop-up on the toolbar by moving your cursor over the button.
Note: | Before you can view the Hyperion Essbase toolbar, you must install it. See Installing the Hyperion Essbase Toolbar. |
To view the Hyperion Essbase toolbar, select View > Toolbars > Essbase from the Excel menu bar. A check box must be displayed next to Essbase in the menu.
Note: | If you click the Essbase check box and click Delete, you must reinstall the toolbar. See Installing the Hyperion Essbase Toolbar for instructions. |
The toolbar provides the following buttons:
Table 1. Hyperion Essbase Toolbar Fm Variable:Table Continuation
Button | Purpose | Description |
---|---|---|
![]() | Connect | Enables you to connect to a Hyperion Essbase server. When you click the Connect button on the toolbar, Hyperion Essbase displays the Hyperion Essbase System Login dialog box. |
![]() | Navigate with or without data | Toggles the Navigate Without Data feature, which tells Hyperion Essbase to retrieve or not to retrieve data when you perform navigational operations, such as pivot, zoom in, zoom out, keep only, and remove only. This button serves the same function as the Navigate Without Data check box in the Essbase Options dialog box (Global tab). |
![]() | Retrieve | Retrieves data into the active worksheet. A retrieve request places data at the beginning of the active worksheet. When you click the Retrieve button, if you are not already connected to a Hyperion Essbase server, the Hyperion EssbaseSystem Login dialog box is displayed. If you have mouse actions enabled, you can retrieve data by double-clicking the primary mouse button in any empty cell in the worksheet. To enable double-click support, select Essbase > Options, select the Global tab, and select the Enable Double-Clicking option. For more information, see Enabling Mouse Actions. |
![]() | Keep only | Retains only the selected member (the active cell) or member range in the worksheet. When you click the Keep Only button, all unselected members are removed from the worksheet. |
![]() | Remove only | Removes the selected member (the active cell) or member range from the worksheet. When you click the Remove Only button, all unselected members are retained in the worksheet. |
![]() | Zoom in | Retrieves and expands data from the Hyperion Essbase server according to the options specified in the Essbase Options dialog box. If you have mouse actions enabled, you can drill down on data by double-clicking the primary mouse button in the cell that contains the member you want to expand. To enable double-click support, select Essbase > Options, select the Global tab, and select the Enable Double-Clicking option. For more information, see Enabling Mouse Actions. |
![]() | Zoom out | Collapses the view according to the options specified in the Essbase Options dialog box in the cell that contains the member that you want to collapse. To enable double-click support for drilling up, select Essbase > Options, select the Global tab, and select the Enable Double-Clicking option. |
![]() | Open Hyperion Essbase Query Designer | Opens the Hyperion Essbase Query Designer, which makes it easy to define a page orientation for dimensions and selected database members. You can also save queries for later use. Hyperion Essbase Query Designer is a new feature designed to create report queries, view attributes, and perform calculations based on attributes. |
![]() | FlashBack | Restores the previous worksheet view. |
![]() | Set options | Enables you to set display, zoom, mode, style, and global options for the active worksheet to customize the behavior of Hyperion Essbase Spreadsheet Add-in software. When you click the Options button, Hyperion Essbase displays the Essbase Options dialog box. |
![]() | Select members | Enables you to select members from the multidimensional database outline. When you click the Member Selection button, Hyperion Essbase displays the Essbase Member Selection dialog box. |
![]() | Attach linked objects | Enables you to attach comments or files to data cells. When you click the linked objects button, Hyperion Essbase displays the linked objects browser dialog box. |
Hyperion Essbase Spreadsheet Add-in includes a context-sensitive online help system. You access the Hyperion Essbase Spreadsheet Add-in online help in one of three ways. Which way you choose depends on the type of information that you need,
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Note: | The Hyperion Essbase Spreadsheet Add-in online help also provides a comprehensive section on Hyperion Essbase Spreadsheet Toolkit, which enables you to customize and automate your use of Hyperion Essbase by using Excel macros and VBA functions. |
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The following terms are used throughout this guide to describe mouse operations:
Note: | Hyperion Essbase uses a drag operation called a pivot. A pivot requires use of the secondary mouse button. To execute a pivot, you must press and hold the secondary, rather than the primary, mouse button while dragging the selection. |
Hyperion Essbase offers enhanced mouse actions in Excel. You can use the mouse to do any of the following:
To enable double-clicking to retrieve, drill down, and drill up on Hyperion Essbase data:
When the Enable Double-Clicking check box is selected, you can retrieve and drill down to more detailed data (primary mouse button) and drill up to less detailed data (secondary mouse button). When the double-clicking option is enabled, the Excel in-cell editing feature is overridden.
Figure 9. Essbase Options Dialog Box--Global Tab
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For information about setting the primary mouse button to display the Linked Objects Browser dialog box when you double-click a data cell, see the Hyperion Essbase Spreadsheet Add-in online help.