Analyze an Application in Smart View

In Create an Application in the Essbase Web Interface and Provision a User to Access and Query the Cube, you created an application and a cube with data, and provisioned users.

Now you'll learn how to connect to the cube from Smart View, and do some analysis of the data.

This task assumes that you installed Smart View. See Download and Run the Smart View Installer.

Connect to the Cube from Smart View

Connect to a cube from Smart View so that you can perform analysis.

1. Open Microsoft Excel.

   If Smart View is installed, you can see the Smart View ribbon.

2. On the Smart View ribbon, click Panel.
3. On the Smart View Home dialog box, click the arrow next to the Home button, then select Private Connections.
4. Make a private connection using the same URL that you used to connect to Essbase, and append /essbase/smartview to the end of that URL. For example, https://192.0.2.1:443/essbase/smartview.
5. Log in as the user you created.
6. Expand EssbaseCluster.
   
   

7. Highlight the Basic cube, and click Connect.

Perform an Ad hoc Analysis

Once you’re connected to the Basic cube, you’re ready to begin analyzing the data.

You can specify the ancestor position for a hierarchy as top or bottom, in the Member Options tab of the Options dialog in Smart View. SSANCESTORONTOP must first be enabled by an administrator in application configuration in the Essbase web interface. You can see the change in an existing grid when you perform a zoom-in operation. Here, just use the default bottom position.

1. On the EssbaseCluster tree, under Sample_Dynamic, select the Basic cube, then click Ad hoc analysis.
2. In the resulting grid, you can see one aggregated data value for all five dimensions of this dynamic cube.
   
   
3. Navigate into the member Scenario and narrow it down to a specific scenario type of Actual data.
   1. Click the cell containing Scenario.
   2. On the Essbase ribbon, click Member Selection.
   3. In the Member Selection dialog box, check the box next to the Actual member.
      
      
   4. Click Add to move Actual to the right pane.
   5. If Scenario is already included in the right pane, highlight it and use the left arrow to remove it, and then click OK.

   On the Essbase ribbon, click Refresh. The grid should now look like this:

   
   
   
   
   
4. Navigate into Measures and narrow it down to the Sales member, to look at sales data.
   1. Highlight the cell containing Measures.
   2. On the Essbase ribbon, click Zoom In.
   3. Highlight the cell containing Profit, and click Zoom In..
   4. Highlight the cell containing Margin, and click Zoom In.
   5. Highlight the cell containing Sales, and click Keep Only.

   The grid should now look like this:
   
   

5. Zoom in to Year by double-clicking the cell containing Year.

   The grid should now look like this:
   
   

6. Zoom in to Product by double-clicking the cell containing Product.

   The grid should now look like this:
   
   

7. Enhance your data display to show time periods per product. Pivot Qtr1 of Colas by highlighting it, right-clicking and holding, then dragging it from B3 to C3.

   The grid should now look like this:
   
   

8. Look at each product by region. Double-click Market in B1.

   The grid should now look like this:
   
   

9. Drill in to a region to view product sales by state. Double-click East in A4.

   Because not every product is sold in every state, some cells have the #Missing label instead of a data value.

In this task, you navigated through a data grid easily, zooming in and pivoting by clicking in the grid itself. You can also use the tools on the Essbase ribbon to perform the same actions. For more help on using Smart View, click the Smart View tab, and then click Help.

In Modify an Essbase Outline, you'll go back to the web interface and modify an outline.