Lesson: Connecting to the Sample Currency Databases

  To retrieve data from the Sample Interntl database:

  1. Select Essbase, and then Connect.

  2. Select the Sample Interntl database, and then click OK.

    The Essbase installation also includes sample spreadsheet files that illustrate currency conversion concepts.

  3. From  EPM_ORACLE_HOME/products/Essbase/EssbaseClient/client/sample, open Local.xls.

    The worksheet contains actual (Act) and budget (Bud) data entered in local currencies for New York and Germany.

    Retrieving local data.
  4. From  EPM_ORACLE_HOME/products/Essbase/EssbaseClient/client/sample, open Convert.xls.

  5. Select Essbase, and then Retrieve.

    The worksheet contains values for Actual and Budget as they are displayed after conversion.

    Retrieving converted data values.

    The worksheet contains data that is converted to U.S. dollars. Values for New York remain the same, but German values are converted. Essbase converts the values by using the exchange rates from the Sample Xchgrate database.

  6. From  EPM_ORACLE_HOME/products/Essbase/EssbaseClient/client/sample, open Rates.xls.

  7. Connect to the Sample Xchgrate database.

  8. Select Essbase, and then Retrieve.

    Retrieving exchange rates from a currency database.

The worksheet contains all possible combinations of exchange rate scenarios, categories, and types by month. Because this example converts to U.S. dollars (USD), the sample file contains a base rate of 1 for USD. Therefore, the local and converted figures remain the same for New York. Essbase converts the figures for Germany, however, by using data values in the currency database, as follows: