Exercise 1
This exercise assumes that you have Smart View installed on your desktop. You’ll know that Smart View is installed when you see Smart View on the Excel menu. If you don’t have it installed, submit a ticket with Service Now to request the installation.
Exercise
1. If you are away from campus, launch GlobalProtect and select Connect.
2. Select Smart View from the Excel menu to display the Smart View ribbon.
3. Select the Panel button from the Smart View ribbon.
4. Select Shared Connections.
5. If prompted, enter your User Name and Password and select Connect.
6. Select Oracle® Essbase from the Server Selection drop-down list.
7. Select the + buttons as needed to navigate to EssbaseCluster-1 \ CalRptg \CalRptg.
8. Select the CalRptg cube and then select Ad hoc analysis at the bottom of the panel.
9. The dimensions from the CalRptg database are laid out with Account in the rows, Period in the columns, and the rest of the dimensions in row 1 for the POV.
10. Replace each dimension name with the values shown here:
- Account: Total Expenses
- Year: FY25
- Scenario: Forecast
- Version: Working
- Entity: your entity, e.g. 1_HAAS3
- Fund: Current Funds
- Time_Series: YTD
- Period: YearTotal
11. Select the Refresh button from the Essbase ribbon.
12. From the Excel menu, select File / Save As and assign a file name. Select OK.
13. If you are using the Citrix remote desktop, be sure to navigate through the folder structure to save to your drive. After selecting File / Save As, select This PC and follow this path: Windows (C:) \ Users \ YourName. The folder Home (H:) is the same as the above path. If you have Home (H:) in the left panel, this is a handy shortcut.
13. From the Excel menu, select File / Close to close the file.
14. Disconnect from the server by clicking the Panel icon on the Smart View ribbon. Then click the drop-down arrow next to home and select Disconnect All.
Next Topic: Selecting Members