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Drill Through from Smart View to FDM using Essbase Provider


Services
Jeffrey Jones
Principal Technical Support Engineer

Program Agenda

Update Smart View APS URL


Connect to Essbase Application Database
Drill Through to Financial Data Quality
Management (FDM) version 11.1.1.3

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Please ensure to have read all published documentation as


this presentation will not cover system requirements and
prerequisites or offer detailed explanations.

2008 Oracle Corporation Proprietary and Confidential

Update Hyperion Provider Services URL


Launch Microsoft Excel and access the Add-Ins Menu
selecting the Hyperion Menu and Options

2008 Oracle Corporation Proprietary and Confidential

Update Hyperion Provider Services URL


Check the Override Default box
Update the Default URL: field to
http://<workspaceserver>:19000/aps/SmartView
Click OK to save the change

2008 Oracle Corporation Proprietary and Confidential

Connect to Provider Services

Select the Hyperion Menu


Click the Connect Button to launch the Smart View Data Source Manager
Choose the Common Provider Connections
Click Connect to Provider Services

2008 Oracle Corporation Proprietary and Confidential

Connect to Essbase Database


Expand the Oracle Essbase folder
Expanding the Essbase Server Displays Available Applications
Expand appropriate Application and select database
** Note: User may be prompted for Essbase login

2008 Oracle Corporation Proprietary and Confidential

Choose Ad-Hoc Analysis Tool


Select the Ad-hoc Analysis tool from the menu

2008 Oracle Corporation Proprietary and Confidential

Ad-Hoc Analysis
The POV selection screen is returned

2008 Oracle Corporation Proprietary and Confidential

Ad-Hoc Analysis
Choose the icon from the dimension drop down to
open the Member Selection Screen

2008 Oracle Corporation Proprietary and Confidential

Member Selection
Update the member list for each dimension for ad-hoc
analysis using the selection arrows

2008 Oracle Corporation Proprietary and Confidential

Ad-Hoc Analysis
The POV tool is populated with selected members
Click Refresh to refresh the grid with the selected
members

2008 Oracle Corporation Proprietary and Confidential

Drill Through to FDM


Drill Down to Intersection Loaded by FDM

2008 Oracle Corporation Proprietary and Confidential

Drill Through to FDM


Right-Click on Cell and choose Hyperion > DrillThrough Reports

2008 Oracle Corporation Proprietary and Confidential

Drill-Through to FDM
FDM Intersection Summary Page is returned

2008 Oracle Corporation Proprietary and Confidential

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