Spreadsheet Add-in User's Guide for Excel

A Basic Essbase Tutorial

When you add Essbase Spreadsheet Add-in to Microsoft Excel, most Excel operations remain unchanged; Essbase Spreadsheet Add-in simply adds a new menu, a Essbase toolbar, and mouse shortcuts with which you can access the Essbase server.

The tasks described in this tutorial are basic tasks. That is, these are tasks that you probably use often when working with Essbase. An Advanced Essbase Tutorial describes more advanced tasks. This tutorial chapter contains the following sections:

• "Getting Acquainted with Essbase Spreadsheet Add-in"
• "Preparing to Begin the Tutorial"
• "Retrieving Data"
• "Pivoting, Retaining, and Suppressing Data"
• "Formatting the Worksheet"
• Creating Queries Using Essbase Query Designer
• Deleting Queries
• Viewing Messages and Confirmations
• Accessing Help
• "Selecting Members"
• "Saving and Disconnecting"
• "Moving on to Advanced Tasks"

Note:

Each tutorial task builds upon the previous task. Therefore, tasks must be completed in succession.

The examples used in this tutorial are based on the sample database (called Sample Basic) that is included with the Essbase installation. Contact the Essbase system administrator for information about accessing the Sample Basic database or about accessing other databases on the Essbase server.