OBIEE SmartView Part 2 – Connecting to Essbase?

Oracle Business Intelligence

Why would you use OBIEE SmartView Connection and Connect to Essbase?

Before we continue, you need to know how to use SmartView connecting to OBIEE, which was part 1 and can be found here: http://goo.gl/mE23az.

So why would you use OBIEE SmartView instead of SmartView Provider Services when connecting to Essbase? For 3 simple reasons:

  1. Easy creation of Tables instead of Pivot Tables. This could be used for data export, or filtering dimensions that you don’t want to be displayed.
  2. Creating simple charts without too much Excel skills.
  3. Sharing your report through OBIEE Catalog.

I’m sure you will think of other reasons, but let’s just start with those common ones for now. You might also want to read OBIEE Integration with Essbase before you continue reading: http://goo.gl/idX4Ml.

Building your first Sample Basic Report Table

Let’s start by having a new excel workbook. On the first worksheet, Create a new Designer View using Sample Basic.

OBIEE-SmartView-Part2-011

Add G3: Month, Measures – Default, G3: Product, G2: Region, G2: Scenario, Fact to Row.

OBIEE-SmartView-Part2-010

Add Measures and G2: Scenario to Filters where Measures is in COGS; Marketing; Misc; Payroll; Profit. And G2: Scenario is in Actual; Budget

OBIEE-SmartView-Part2-009

Click OK and you will get a nice Excel Table with filters and standard Excel Table features. Well, you never can get this type of table as simple as OBIEE SmartView. What you can do with this now is to Save as CSV or whatever you want.

OBIEE-SmartView-Part2-012

Rename this sheet to ExcelTable if you like. We will start on another sheet for the next part.

Creating Charts with OBIEE SmartView (Connecting to Essbase Cube though)

On Sheet2, cell A1, click View Designer. Choose Line Graph as view type and Excel Chart. Place G3: Month on Group BY and Vary Color by G2: Product Group. Your data will be Fact.

OBIEE-SmartView-Part2-007

Add Filters G1: Market Total is in Market, G2: Scenario is in Actual and Measures is in Sales.

OBIEE-SmartView-Part2-008

Click OK and you’ll get an Excel Line Chart. Magic!!!

OBIEE-SmartView-Part2-006

Click on the title and edit to make some sense. Also modify the Y Axis label to Sales.

OBIEE-SmartView-Part2-005

Right click on Y Axis and choose format Axis.

OBIEE-SmartView-Part2-004

In Axis Options, choose fixed for Minimum and Maximum then fill in 6000 and 10000 respectively.

OBIEE-SmartView-Part2-003

Last of all, enlarge the chart and then go to Design Ribbon and choose the style you like.

OBIEE-SmartView-Part2-001

Rename your sheet to LineChart. Your final outcome should be like this.

OBIEE-SmartView-Part2-002

That’s it for Part 2.

Advertisements

Author: Steve Yeung

Being in the EPM & BI field for more than 8 years, it's about time I contribute to newcomers! As a founder of MondayBI.com I wish to give you all the help I can. Feel free to give any suggestions or questions. Hope you will all enjoy this blog! William Wong Essbase Certified Specialist OBIEE Certified Specialist

2 thoughts on “OBIEE SmartView Part 2 – Connecting to Essbase?”

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s