Ess Base Drill Through

Post on 30-Jan-2016

220 views 0 download

Tags:

description

EssbaseDrillThrough

Transcript of Ess Base Drill Through

<Insert Picture Here>

Drill Through from Smart View to FDM using Essbase Provider Services

Jeffrey JonesPrincipal Technical Support Engineer

<Insert Picture Here>

Program Agenda

• Update Smart View APS URL

• Connect to Essbase Application Database

• Drill Through to Financial Data Quality

Management (FDM) version 11.1.1.3

© 2008 Oracle Corporation – Proprietary and Confidential

Please ensure to have read all published documentation as

this presentation will not cover system requirements and

prerequisites or offer detailed explanations.

Update Hyperion Provider Services URL

• Launch Microsoft Excel and access the Add-Ins Menu selecting the Hyperion Menu and “Options…”

© 2008 Oracle Corporation – Proprietary and Confidential

Update Hyperion Provider Services URL

• Check the “Override Default” box

• Update the “Default URL:” field to

http://<workspaceserver>:19000/aps/SmartView

• Click OK to save the change

© 2008 Oracle Corporation – Proprietary and Confidential

Connect to Provider Services

• Select the Hyperion Menu

• Click the Connect Button to launch the Smart View Data Source Manager

• Choose the Common Provider Connections

• Click “Connect to Provider Services”

© 2008 Oracle Corporation – Proprietary and Confidential

Connect to Essbase Database

• Expand the Oracle Essbase folder

• Expanding the Essbase Server Displays Available Applications

• Expand appropriate Application and select database

** Note: User may be prompted for Essbase login

© 2008 Oracle Corporation – Proprietary and Confidential

Choose Ad-Hoc Analysis Tool

• Select the Ad-hoc Analysis tool from the menu

© 2008 Oracle Corporation – Proprietary and Confidential

Ad-Hoc Analysis

• The POV selection screen is returned

© 2008 Oracle Corporation – Proprietary and Confidential

Ad-Hoc Analysis

• Choose the … icon from the dimension drop down to open the Member Selection Screen

© 2008 Oracle Corporation – Proprietary and Confidential

Member Selection

• Update the member list for each dimension for ad-hoc analysis using the selection arrows

© 2008 Oracle Corporation – Proprietary and Confidential

Ad-Hoc Analysis

• The POV tool is populated with selected members

• Click “Refresh” to refresh the grid with the selected members

© 2008 Oracle Corporation – Proprietary and Confidential

Drill Through to FDM

• Drill Down to Intersection Loaded by FDM

© 2008 Oracle Corporation – Proprietary and Confidential

Drill Through to FDM

• Right-Click on Cell and choose Hyperion > Drill-Through Reports

© 2008 Oracle Corporation – Proprietary and Confidential

Drill-Through to FDM

• FDM Intersection Summary Page is returned

© 2008 Oracle Corporation – Proprietary and Confidential