Basic Tutorial Prerequisites

Before you begin the Basic tutorial, you must set Essbase options so that your worksheet view matches the tutorial illustrations.

  To set worksheet options:

  1. Start Excel.

  2. Select Essbase, and then Options.

  3. In Essbase Options, select Display, and then verify that only these Display options are selected:

    • Indentation—Totals

    • Cells—Adjust Columns

    • Aliases—Use Alias

    Clear all other Display options.

  4. Select Zoom, and then verify that only these Zoom options are selected:.

    • Zoom In—Next Level

    • Member Retention—Include Selection

    • Sampling Percentage—100

    Clear all other Zoom options.

  5. Select Mode, and then Under Retrieval, verify that Advanced Interpretation is selected.

    Clear all other Mode options.

  6. Select Global, and then verify that only these Global options are selected:

    • Mouse Actions

      • Limit to Connected Sheets

      • Enable Secondary Button

      • Enable Double-Clicking

      • Enable Linked Object Browsing

    • Memory—Enable Flashback

    • Display Messages—Errors

    • Log File

      • Route Messages to Log File

      • Purge Log File Every Session

    Clear all other Global options.

  7. Click OK.