Using Essbaseas a Data Source in Integrated Margin Planning

  To deploy Integrated Margin Planning on Essbase:

1. Connect to an Essbase instance by opening the Oracle Integrated Margin Planning Connection dialog box and entering the following information:

   • Name—Identifies the connection

   • Description—Connection description

   • Host—Machine name

   • Application Name—Essbase application name

   • Database Name—Name of the database for the Essbase application

   • Username—Used for authentication

   • Password—Used for authentication

2. Open Integrated Margin Planning.

3. In the Administration Workbench, go to the Data Designer.

4. From the Object Browser View menu, select Data Sources.

5. Click Actions and select Add.

   A Data Source Wizard is displayed.

6. On the Properties page, set the Type to Essbase and select an Essbase Connection.

7. On the Configuration page, select a Query Type (Report Script or MDX) and define the Query to send to Essbase.

   See Writing Report Scripts and Handling Ancestor Names in MDX Queries.

   Integrated Margin Planning internally flattens the results returned from Essbase and displays the results under Data Source Preview.

8. On the Fields page, review data field details.

   Administrators can change data field names; however, the data type is determined internally can cannot be changed.

9. Click Save.