Exercise 2: Multiple Ways to Select Members
This exercise assumes that you have saved the file you created in the first exercise, closed it, and disconnected from the server. If you haven’t, please do that now. Or you can open Exercise 1.xlsx
- Use the Excel menu File / Open to open the file you created in the last exercise.
- From the Smart View ribbon, click the Panel icon.
- In the Recently Used section, double-click Ad hoc Grid, EssbaseCluster-1 | CalRptg | CalRptg.
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4. Enter your Password and click Connect.
5. Click Reuse sheet contents and POV.
Your sheet should look like this, except your Entity in E1 may be different.
6. Move your cursor to B2 (Period).
7. Click the Member Selection icon on the Essbase ribbon.
8. Expand YearTotal and then expand the quarters. Check the boxes for each month.
9. Click the > icon in the center of the dialog box to move the checked members to the Selection pane
10. Since you don’t need the dimension name Period in your report, select that member and click < to remove it from the Selection pane.
11. To fill the members horizontally in the grid, click the Fill Horizontal icon and then click OK.
Your sheet should look like this:
Now we are going to change the query to get our Actual expenses for the current year.
12. Click the POV icon on the Essbase ribbon to open the POV dialog box.
13. Click the downward pointing triangle next to Forecast and then click the … to open the Member Selection dialog box for Scenario.
14. Select Actual and move it to the Selection pane.
15. Select Scenario and Forecast in the Selection pane and move them to the left panel.
16. Click OK to select Actual for the Scenario.
17. Move your mouse over the title bar of the POV dialog box until you see the four headed arrow.
18. Drag the box to the Essbase ribbon and drop it to anchor the POV. Your window should look like this:
19. Click the downward facing arrow next to Working and click the … to open the Member Selection dialog box for Version.
20. Select Final and move it to the Selection pane.
21. Remove Version and Working and click OK.
22. Click the Refresh icon in the ribbon to update your query.
23. Save your file.
Return to the course: Selecting Multiple Members