OLAP Spreadsheet Add-in User's Guide for 1-2-3

Getting Acquainted with Hyperion Essbase Spreadsheet Add-in

This section provides the following information to help you get acquainted with Hyperion Essbase Spreadsheet Add-in:

• Adding Hyperion Essbase Spreadsheet Add-in
• Starting Hyperion Essbase Spreadsheet Add-in
• Accessing Online Help
• Enabling Mouse Actions

Adding Hyperion Essbase Spreadsheet Add-in

If you manually update your environment settings or if you have removed Hyperion Essbase Spreadsheet Add-in from the Lotus 1-2-3, you must use the Lotus 1-2-3 facility to add Hyperion Essbase Spreadsheet Add-in into Lotus 1-2-3. The facility adds the Hyperion Essbase menu to the Lotus 1-2-3 menu bar and points Lotus 1-2-3 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.

To add Hyperion Essbase Spreadsheet Add-in to Lotus 1-2-3:

1. In Lotus 1-2-3, select File > Add-Ins > Manage Add-Ins.

   Lotus 1-2-3 displays the Manage Add-ins dialog box.

2. Click Register and select the file ESS123.12A in the \essbase\bindirectory where you installed Hyperion Essbase Spreadsheet Add-in on your PC hard drive (if you installed the Add-in software there), or in the bin directory where the Hyperion Essbase system administrator installed the Hyperion Essbase Spreadsheet Add-in on a network drive (if you set up the PC operating environment to run the Add-in software there).
3. Click Open and select the ESS123.12A add-in file. Make sure there is a check mark next to the add-in file.

   Figure 5. Manage Add-ins Dialog Box
   

4. Click Done to close the Manage Add-ins dialog box and start the Hyperion Essbase Spreadsheet Add-in.

   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.

Starting Hyperion Essbase Spreadsheet Add-in

Because Hyperion Essbase Spreadsheet Add-in software for Lotus 1-2-3

is implemented as an Lotus 1-2-3 add-in, you must start Lotus 1-2-3 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:

1. Start Lotus 1-2-3.

   After the Lotus 1-2-3 startup screen disappears, the Hyperion Essbase startup screen is displayed.

   The Hyperion Essbase menu should be displayed in the Lotus 1-2-3 menu bar. If you do not see the Hyperion Essbase menu, you may need to use the Lotus 1-2-3 add-in facility to add Hyperion Essbase Spreadsheet Add-in into Lotus 1-2-3. For more information, see Adding Hyperion Essbase Spreadsheet Add-in.

2. From the Lotus 1-2-3 menu bar, select Essbase to open the menu.

   Figure 6. The Essbase Menu
   

Accessing Online Help

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,

• Access the entire online help system for browsing or searching for information. To access the entire help system, select Essbase > Essbase Help. After you access online help, you can browse or search through the system to view general information on Hyperion Essbase Spreadsheet Add-in, Essbase command descriptions, procedural information for completing tasks, Spreadsheet Toolkit macros, and Visual Basic for Applications (VBA) function descriptions.
• Access context-specific information from dialog boxes in Hyperion Essbase Spreadsheet Add-in. Each dialog box in Hyperion Essbase Spreadsheet Add-in features a Help button that accesses online help topics that are specific to the particular dialog box. The buttons enable you to find the information you need without having to search through the entire help system.

  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 Lotus 1-2-3 macros .

• Access information on a specific Hyperion Essbase Query Designer function. Access What's This? Help in the Hyperion Essbase Query Designer dialog box, and then click an item in the dialog box to access information on that item.

Figure 7. EQD Help Button

Enabling Mouse Actions

The following terms are used throughout this guide to describe mouse operations:

• Primary mouse button and secondary mouse button describe the buttons on a two- or three-button mouse. Usually, right-handed users configure the left mouse button as the primary button and the right mouse button as the secondary mouse button. The primary mouse button is the one that you use to start Windows applications, such as Lotus 1-2-3; the secondary mouse button is used for auxiliary operations. The term click refers to use of the primary mouse button. The term right-click refers to use of the secondary mouse button.
• Select chooses the object that is under the cursor when you press and release the primary mouse button. You can select a worksheet cell, for example, by moving the cursor to the cell and pressing and releasing the primary mouse button.
• Click (that is, both click and right-click) describes a quick press-and-release action on a command object. You can click a button, for example, to execute a command.
• Double-click describes two quick press-and-release actions that are executed in rapid succession. You can double-click an application icon, for example, to start a Windows application.
• Drag describes a press, hold, and move action. You place the cursor on an object, press a mouse button, hold the mouse button and move the object, and release the mouse button when you reach your goal. For example, you can highlight a range of cells in Lotus 1-2-3 worksheet by dragging the cursor over the cells.

  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 Lotus 1-2-3. You can use the mouse to do any of the following:

• Retrieve data
• Drill down and drill up on database members
• Pivot (move or transpose) data rows and columns
• Access linked reporting objects
• Access linked partitions

To enable double-clicking to retrieve, drill down, and drill up on Hyperion Essbase data:

1. Select Essbase > Options.
2. In the Essbase Options dialog box, select the Global tab.
3. Select the Enable Double-Clicking check box.

   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 Lotus 1-2-3 in-cell editing feature is overridden.

   Figure 8. Essbase Options Dialog Box--Global Tab
   

4. Click OK to return to the worksheet.

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.