Smart View Ad Hoc - Exercise 3

Exercise 3: Zoom In and Out, Keep and Remove, Undo

This exercise uses the file you worked with in Exercise 2. It assumes that you have Account in the rows and Period in the columns.

  1. Expand the width of column A to twice the width of the label Total Expenses.

    Cell A3 selected and column A is twice as wide as the text

  2. Double-click on Total Expenses. Now the children of Total Expenses are displayed. (This step assumes that you have Next Level as your selection in Options \ Member Options \ Zoom In Level; this is the default setting, which you will have unless you have made a change and saved it as your default.)
  3. With the cursor on cell A4 (Total Compensation), select the Zoom In button. Notice that it displays the children of Total Compensation, the same effect as double-clicking on the member.

    Cell A4 selected and Zoom In button highlighted

  4. Since we have no data for the Adjustment accounts, we can remove them from our query. Select the cells A7 and A9 and then select the Remove Only button.

    Cells A7 and A9 selected and Keep Only button highlighted

  5. Suppose that you would like to see all of the detail for Non Compensation expenses. Select cell A7 and click the downward facing arrow on the Zoom In button. Select All Levels from the drop-down menu.
  6. That is more detail than needed. Fortunately there is an Undo command when making member selections. Go to the Smart View ribbon and select the Undo button on the ribbon. (The Undo button above the Excel menu is grayed out, but don’t worry; the button you need is on the Smart View menu.)

    Smart View ribbon with Undo button highlighted

  7. Select Essbase from the Excel menu to return to the Essbase ribbon.
  8. Selecting the Zoom In button and double-clicking on a member can sometimes return a large number of members. If you’d like to see the members in a dimension hierarchy, remember that you can open the Member Selection dialog box. Select the Member Selection button.
  9. Click the downward facing triangle on the Options button.

    Member Selection dialog box with Options button selected and menu displayed

  10. The options to Check Children, Check Descendants, and Check Base Members are the same as the options Next Level, All Levels, and Bottom Level on the Zoom In button. The difference is that in the Member Selection dialog box, you can see the members before asking Essbase to fetch the data. Once you see the number of members, you may decide on a different selection. Drill down to the Salaries & Wages member as shown above. Then select the Options button and select Check Descendants to see the members.
  11. Select the Options button and select Clear Checks.
  12. Select the Cancel command button at the bottom of the dialog box.
  13. The Zoom In button drills down into a hierarchy. Similarly, the Zoom Out button moves up a level. To see how this works, select Total Non Compensation in cell A8 and click the Zoom Out button
  14. Since that wasn’t what we wanted, go back to the Smart View ribbon and click the Undo button.
  15. Save your file as Exercise_3.

Return to course: Smart View Options