Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
Copyright © 2004, Oracle. All rights reserved.


OracleBI Spreadsheet Add-In: Sample Workbook Overview

The Oracle Business Intelligence Spreadsheet Add-In (OracleBI Spreadsheet Add-In) provides a sample workbook to help you learn how to use the product. The worksheets in the sample workbook illustrate key features that you will find useful when analyzing and reporting business data. These features include richly formatted reports and charts, advanced OLAP calculations, conditional queries, and more. The workbook also contains samples that show how you can use OLAP data with Excel functionality.

Before You Begin

Before you begin to work with the sample workbook, ensure that the following prerequisites have been met:

Accessing the Sample Workbook

To access the sample workbook, perform the following steps.

  1. Start Excel and ensure that an OracleOLAP menu appears in the menu bar.
  2. From the File menu, choose Open and browse to the location where you copied the sample.xls file.
  3. Select the sample.xls file, and click the Open button. A dialog is displayed informing you that the workbook contains macros.
  4. Click the Enable Macros button. The sample workbook will open in Excel.
  5. To connect the query in a worksheet to the database in which the sample data set is installed, perform the following steps:
    1. Select a cell for the query on the worksheet.
    2. From the OracleOLAP menu, choose Refresh Query. Or right-click the cell and choose Refresh Query from the menu.
    3. In the Connect dialog, click the Connection Editor tab.
    4. Click the New button.
    5. Enter a description in the Description field.
    6. Enter the host, port, and SID information for the database in which the sample data set is installed.
    7. Click the Save button.
    8. Click the OLAP Connection tab. The newly created connection appears in the Connection field.
    9. Select the new connection.
    10. Enter the user name and password for the sample data set. The default is cs_olap for both the user name and password.

The query in the worksheet is now connected to the database. You can begin working with the sample worksheet.

Important: For each worksheet, you must refresh the query that it contains by selecting a cell in the query and choosing Refresh Query from the OracleOLAP menu.

Description of the Sample Workbook

The sample workbook contains several worksheets, each highlighting different product features and demonstrating how the OracleBI Spreadsheet Add-In can be used with Excel features such as formulas, charts, and macros. Each worksheet contains a description of the feature that it is demonstrating.

The following subsections describe each sample worksheet, listed by the name of the worksheet.

Simple

The Simple worksheet shows a simple query. You can use this worksheet for drilling, paging, and experimenting with a simple query that was created by simply running the OracleBI Query Wizard.

Advanced

The Advanced worksheet shows a more advanced query with the following characteristics:

Controls

The Controls workbook shows how to use Excel forms controls and macro to interact with the OLAP query.

QuickActions

The QuickActions worksheet contains an example of how to use the applySavedSelections API call with Excel controls and macros. For more information about applySavedSelections, see the Release Notes and Installation Instructions.

Stoplight

The Stoplight worksheet shows how to use Excel-based conditional formatting with OLAP data.

VLookup demo

The VLookup Demo worksheet shows how to combine OLAP data with external data using the Excel VLOOKUP function.

VLookup source data

The VLookup Source Data worksheet contains some of the external data that is used with the VLookup demo.




Copyright © 2004 Oracle Corporation
All Rights Reserved