Lesson: Pivoting Data on Formatted Worksheets

As part of the default Essbase installation, the Inv.xls sample file is provided which illustrates how to pivot data in a formatted worksheet. The sample file was saved with the Retain on Retrieval option disabled so that you can pivot on its worksheets.

  To pivot data in the Inv.xls worksheet:

  1. Select File, and then Open.

  2. From  EPM_ORACLE_HOME/products/Essbase/EssbaseClient/client/sample, open Inv.xls.

    Formatted worksheet before pivoting

    Note:

    Depending on how software is installed on your computer, the file may not be available or may be in another directory. Contact the Essbase system administrator for the location of the file.

  3. Select Essbase, and then Options.

  4. In Global, under Display Messages , clear Display Unknown Members to avoid seeing the Essbase messages when working with formatted worksheets, and then click OK.

  5. Using the right-mouse button, drag Sales (in cell A5) to the cell nested below Jan (C4).

    Essbase pivots the Sales member group so that it is nested below the monthly members. During the pivot, however, Essbase retains only database elements. For example, all data for Stock to Sales and Adjusted for Audit is deleted during the pivot.

    Result of pivoting on a formatted worksheet.

  6. Close the file without saving it.

User Reference

Pivoting on Formatted Worksheets