Retrieving Data into Formatted Worksheets

As part of the default Essbase installation, the P&l.xls sample file is provided that illustrates how to retrieve data into a worksheet containing formatted text, formulas, and protected cells.

  To view the P&l.xls worksheet:

  1. Select File, and then Open.

  2. From  EPM_ORACLE_HOME/products/Essbase/EssbaseClient/client/sample, open P&l.xls.

    Sample formatted worksheet

    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.

  3. Select Essbase, and then Options.

  4. In Display, under Cells, ensure that Adjust Columns is selected.

  5. Select Mode.

  6. In Formula Preservation, select Retain on Retrieval to enable Formula Preservation mode.

  7. Click OK.

  8. Select Essbase, and then Retrieve.

    Essbase determines that some text cells in the worksheet do not correspond to database member names. When Essbase is unable to resolve text in the worksheet, an unknown member message is displayed. In this example, the first unknown member detected is Market: (in cell A1).

  9. Click No.

    Essbase retrieves data but retains the formatting and formulas in the worksheet.

    Result of retrieving on a formatted worksheet.

  10. Close the file without saving it.

    Note:

    The section on Lesson: Preserving Formulas When Retrieving Data provides additional tutorial tasks that show you how to leverage all Formula Preservation options.

User Reference

Retrieving Into Formatted Worksheets