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Drill Through from Smart View to FDM using Essbase Provider Services
Jeffrey JonesPrincipal Technical Support Engineer
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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
© 2008 Oracle Corporation – Proprietary and Confidential
Please ensure to have read all published documentation as
this presentation will not cover system requirements and
prerequisites or offer detailed explanations.
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 > Drill-Through Reports
© 2008 Oracle Corporation – Proprietary and Confidential
Drill-Through to FDM
• FDM Intersection Summary Page is returned
© 2008 Oracle Corporation – Proprietary and Confidential
