Using the OracleBI Spreadsheet Add-In

Using the OracleBI Spreadsheet Add-In

This tutorial teaches you how to use the OracleBI Spreadsheet Add-In to access and work with Oracle OLAP data in an Excel worksheet.

Overview Topics

Overview
Prerequisites

Topics

Connect to an Oracle OLAP Data Source

Create OLAP Queries

Use Excel Features on OLAP Data
Create OLAP Calculations
Add an Excel Conditional Format
Summary

30 minutes

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Overview

Using the OracleBI Spreadsheet Add-In, Excel users are able to combine the power of Oracle OLAP with standard Excel functionality. The add-In incorporates several BI Beans wizards that provide easy access to OLAP data. Oracle OLAP data can be stored in either a relational or multidimensional schema. The OLAP data is presented in a native Excel worksheet, enabling Excel users to work on the live OLAP data with the familiar tools of the Excel interface.

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Lesson Objectives

The specific goal of this tutorial is to guide you through the process of connecting to an Oracle OLAP data source, creating OLAP queries, and working with OLAP data using Excel features.

Data Model

For information on the data model used in this OBE lesson, please see the Data Model page.

 

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Before starting this tutorial, you should:

1.

Have access to or have installed the OracleBI Spreadsheet Add-In. Installation instructions can be found in the Oracle Business Intelligence Tools Installation Guide.

 

2.

Have access to or have installed the sample schema analytic workspace.

The OracleBI Spreadsheet Add-In provides a sample workbook to help you learn how to use the product. The sample workbook uses the Oracle Common Schema analytic workspace as its sample data set. Therefore, if the Add-In sample workbook has been installed, you should have access to the analytic workspace for this OBE tutorial.

For detailed instructions on how to install the Common Schema sample data set, please refer to Installing Samples.

 

Connect to an Oracle OLAP Data Source

When you install the OracleBI Spreadsheet Add-In, a new menu item named OracleBI is added to the Excel menu bar. Use this menu to access features that interact with Oracle OLAP, including connecting to the OLAP data source.

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Follow these steps to connect to an Oracle OLAP data source:

1.

Select OracleBI > New Query to display the Connect (Oracle OLAP Data Source) dialog box.

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2.

In the Connect (Oracle OLAP Data Source) dialog box:

Use the Connection Editor tab to create a new OLAP data source connection.
Use the OLAP Connection tab to specify the user name and password and connect to an OLAP data source.

To create a new OLAP connection, first click the Connection Editor tab.

 

3.

In the Connection Editor tab, enter an appropriate connection Description, and then specify the Host Name, Port Number, and SID for your OLAP connection.

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Click Save to record the connection information.

 

4.

Click on the OLAP Connection tab. Your new connection description will be displayed. Enter cs_olap as both the User name and Password, and then click Connect.

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The Oracle OLAP Query Wizard is launched.

 

Create OLAP Queries

When you connect to an OLAP data source as described in the previous topic, the Oracle OLAP Query Wizard is automatically opened. This Wizard lets you specify the content and layout of your OLAP query.

Note: You can also access the Oracle OLAP Query Wizard by opening an existing OLAP worksheet and choosing Edit Query from the OracleBI menu.

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Using the Oracle OLAP Query Wizard, you can:

Specify the measures and dimensions to include in the query.
Determine the layout in which data and labels are organized in the query.
Select dimension members for each dimension in the query. You can:
  A)

Select dimension members from a list

  B) Specify conditions that return a set of dimension members
  C) Choose a set of dimension members that have been previously saved
Create Saved Selections. The OLAP Query Wizard makes it easy to reuse dimension selections by allowing users to save and retrieve defined selections.

Complete the following subtopics in sequence:

Create a Ranking Report
Create Saved Selections
Use Saved Selections

Create a Ranking Report

In this subtopic, you will create a Product ranking report based on Sales Revenue that returns the top 5 products in the Photo division for any Geography or Time dimension.

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Follow these steps to create the ranking report using the Oracle OLAP Query Wizard:

1.

In the Query Wizard Welcome screen, click Next to continue.

2.

In the Items step, you select the measures that you want to display.

The Available list contains all of the OLAP measures and dimensions that can be displayed in your worksheet. It may also include folders that were created by the database administrator when setting up Oracle OLAP. These folders organize measures of similar business use. In this case, the Computer Sales database schema has a folder called ‘Electronics-KPIs’.

In the Available list, expand Electronics-KPIs folder and select the measure Sales Revenue. Click the Add Selected Item button ('>') to move Sales Revenue to the Selected list.

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Notice that Sales and its related dimensions are moved to the Selected list because the Automatically add/remove dimensions checkbox is checked.

 

3.

In this report, Promotions will not be part of the analysis. You can remove any dimension that you do not want to view in the resulting report. In the Selected list, choose Promotion and click the Remove Selected Item button ('<') to remove it from the list.

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The Promotion dimension is removed from the Selected list. Click Next to continue.

 

4.

In the Layout step of the wizard, you can change the layout of the data by dragging and dropping the appropriate dimension or measure tiles.

Move Channel to the Page Items region, as shown here:

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Then swap Product and Geography so that Product is displayed on the Row edge and Geography is displayed first in the Page Items region.

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Click Next to continue.

 

5.

In the next several steps of the Query Wizard, you select the dimension members for each dimension in the query.

First, select the members for the Channel dimension. In the Available list, click on the Channel total member. Then, click on the Add Item shuttle button ('>') to move it to the Selected list.

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Click Next to continue.

 

6.

Select members for the Geography dimension.

In the Available list, select the Members tab and click the drill symbol ('+'), which is located to the left of World total, then again click the drill symbol ('+') to expand Americas. The list of sub-regions appears.

Click the drill symbol ('+') located to the left of each sub-region to display the countries associated with each sub-region. Using the mouse and the 'Shift' key select the following 'Americas', 'Northern America', 'Canada', 'United States of America', 'Southern America', 'Argentina' and 'Brazil', as shown here:

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Click the Add Selected Items shuttle button ('>') to add the dimension members to the Selected List.

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Click Next to continue.

 

7.

For the Product dimension, you will specify the ranking condition. For this condition, you will construct the following steps for the Product dimension in the Query Wizard:

Select all the products in the Photo division
Keep only the top 5 Products based on the Sales revenue

To select the Photo division, in the Members tab of the Available list, expand Product total by clicking on the drill symbol ('+'). Select Photo and click the Add Selected Items shuttle button ('>') to move Photo to the Selected list.

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8.

Still in the Choose Products step of the Query Wizard, select the Conditions tab in the Available list. This tab provides condition templates that are organized into condition types. The condition templates can be customized to specify the condition that you require.

Expand the Top/Bottom folder and select the template Top 10 based on Sales Revenue.

Click the Add Selected Items shuttle button ('>') to move the condition to the Selected list.

Then, in the Selected list, choose the Top 10 condition. Click the first hypertext link: ‘Add’. Choose ‘Then Keep’ from the list. Click the '10' hypertext link and change it to '5' so that the condition reads as follows:

Keep Product: Top 5 based on Sales Revenue

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9.

Now, you will qualify this condition so that it will be re-evaluated when a new Geography or Time member is selected from the dimension tiles in the worksheet.

First, click the Edit Step tool (pencil icon) next to the condition step to display the Edit Step dialog box.

Then in the Edit Step box, click the Qualify button.

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The Qualify Measure dialog box opens. In the ‘Include Sales Revenue In’ column, select the following value for each dimension:

Channel Channel total
Geography Each Geography
Promotion Promotion total
Time Each Time

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Click OK to close the Qualify Measure dialog box. Then, click OK to save the condition and close the Edit Step dialog box.

Click Next to continue.

 

10.

For the Time dimension, display the Members tab in the Available list. Multi-select 2000 and 2001 and click the Add Selected Items shuttle button ('>') to add these two members to the Selected List.

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Click Finish to execute the query.

 

11.

The OLAP query returns the data for the Top 5 products in the Photo division based on Sales Revenue for the Americas, Channel total, and the year 2000.

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Since the Geography and Time dimensions have been qualified for each member, the Product ranking condition is re-evaluated each time you select a new dimension member from either of the Geography or Time dimension headers at the top of the worksheet.

 

12.

Click on Americas. A drop-down icon appears. Click on the drop-down icon and select Canada from the list. The query is automatically re-executed, and the correct list of top 5 photo products based on Sales Revenue is displayed.

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From the Geography list, select United States. The report is refreshed with the new data for the ranking report. Finally, select Americas from the Geography list.

Click on 2000. Click on the drop-down icon and select 2001 from the list. The query is automatically re-executed, and the correct list of top 5 photo products based on Sales Revenue is displayed.

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13.

As stated previously, you can modify an existing OLAP query. Here, you will add a second measure to the query.

Select OracleBI > Edit Query. The Oracle OLAP Query Editor is displayed. In the Items tab, expand Electronics-KPIs folder in the Available list, and select Sales Cost. Click the Add Selected Items button ('>') to move Sales Cost to the Selected list.

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Click OK to re-execute the query and display the results, which are shown here:

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Select File > Save to save your worksheet.

 

Create Saved Selections

A Saved Selection is an object that specifies a set of members for a dimension in a query. You use the OLAP Query Wizard to create Saved Selections. These objects are stored locally as XML definitions and can be reused in the current query if you change the dimension selection.

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In this subtopic, you will create two saved selections for the Geography dimension. One will contain the dimension members for the Americas area (the current Geography dimension selection), and the other will contain Western Europe and its countries.

Follow these steps to create the saved selections:

1.

Select OracleBI > Edit Query. The Oracle OLAP Query Editor is displayed.

In the Query Editor click the Dimensions tab and select Geography from the Choose box. The current selection for the Geography dimension is displayed in the Selected list.

 

2.

Click the Save button at the bottom of the Selected list.

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The Save Selection As dialog box is displayed.

 

3.

In the Save Selection As dialog box, enter America Areas as the name. Accept the default Save Steps option and click OK.

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Saved Steps: The "Save Steps" option creates an XML object that records the steps that result in the dimension selection. This object can be thought of as a dynamic saved selection. For example, if you create a saved selection that contains a condition, you should choose this option. Each time the query is run, this kind of saved selection is re-evaluated using the current state of the dimension.

Saved Members: The "Save Members" option creates an XML object that records a static list of values that are specified for the dimension when the saved selection is created. Therefore, this object contains a list of dimension members that never change.

 

4.

Next, create a condition that will return the countries in Western Europe, and save the selection.

First, remove the current Geography selection by clicking the Remove All Items shuttle button ('<<').

In the Members tab of the Available list, click the drill symbol ('+'), which is located to the left of World total, then again click the drill symbol ('+') to expand Europe. Select Western Europe and then click the Add Selected Items shuttle button ('>') to add the dimension member to the Selected list.

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5.

Next, create the condition. Select the Conditions tab in the Available list and expand the Hierarchy folder. Note that the Query Editor automatically attempts to present values in the condition templates that are associated with dimension members that are identified in the preceding step.

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Select the template Children of Western Europe. Click the Add Selected Items shuttle button ('>') to move the condition to the Selected list.

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You can preview the members that will be returned from a set of selection steps. In the Selected list, click on the Members tab. The geography dimension members that will be returned by these two steps are displayed:

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6.

Click the Save button at the bottom of the Selected list. The Save Selection As dialog box is displayed. Enter Western European Countries as the name.

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Accept the default Save Steps option and click OK.

 

7.

Click OK to close the Query Wizard and refresh the query.

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8.

Select one of the Western European countries from the Geography drop-down list. For example, select United Kingdom.

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Note how the top 5 product data is updated.

 

Use Saved Selections

In this subtopic, you will use the two saved selections created in the previous subtopic.

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Follow these steps to use the saved selections:

1.

Select OracleBI > Edit Query to display the OLAP Query Editor. Select the Dimensions tab. In the Choose box, select Geography.

 

2.

Click the Remove All Items shuttle button ('<<') to remove the current selection.

 

3.

In the Available list, click the Saved Selections tab. Select America Areas and then click the Add Selected Items shuttle button ('>') to move the saved selection to the Selected list.

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4.

Click OK to re-execute the query and display the worksheet.

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5.

Now, use the Western European Countries saved selection to change the query.

Once again select OracleBI > Edit Query to display the Query Editor. Click the Dimensions tab and select Geography from the choose list.

 

6.

Click the Remove All Items shuttle button ('<<') to remove the current selection.

In the Available list, click the Saved Selections tab.

Select Western European Countries and then click the Add Selected Items shuttle button ('>') to move the saved selection to the Selected list.

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7.

Click OK to re-execute the query and display the worksheet.

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Saved selections make it easy to refresh an OLAP query with a commonly be used dimension selections.

 

8.

You may use the Query Editor to create and use other saved selections.

When you are done experimenting with saved selections, Save the worksheet.

 

Use Excel Features on OLAP Data

Now that you have accessed OLAP data in your worksheet, you can use familiar Excel features on that data.

In this topic you will perform three common Excel tasks: use the Excel format toolbar to change the currency format, add Excel formulas based on the data to create subtototals, and create an Excel chart from the OLAP crosstab data.

Go to one of the following subtopics to use Excel features on the OLAP data:

Format Data
Add Excel Formulas Based on OLAP Data
Create an Excel Chart Based on OLAP Data

Format Data

Here, you will create currency formatting with no decimal places for the two OLAP measures.

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Perform the following steps:

1.

In the worksheet, select the cells of the Sales Revenue and Sales Cost measures.

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2.

Click the Currency Style tool.

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Currency formatting is applied to the data.

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3.

Remove the decimal places by clicking the Decrease Decimal tool twice.

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The OLAP data should be formatted to look something like this:

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4.

Save the worksheet.

 

Add Excel Formulas Based on OLAP Data

Adding Excel formulas based on OLAP data is just as easy as working with regular Excel data. Here, you will add subtotals for the Sales Revenue and Sales Costs measures.

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Follow these steps to create the subtotal formulas:

1.

To add a Subtotal formula for Sales Revenue, first select the cell below the Sales Revenue column, and then click the Auto Sum tool.

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2.

The subtotal formula is created.

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Press Enter to accept the subtotal formula.

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3.

Select United Kindom from the Geography dimension header. The new data is displayed, and the formula recalculates the subtotal.

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4.

To add a Subtotal formula for Sales Costs, simply copy the Auto Sum cell for the Sales Revenue column and paste it into the adjacent cell in the Sales Cost column.

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The new subtotal formula is created.

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5.

Select Germany from the Geography dimension header. The new data is displayed, and both subtotal formulas are recalcuated.

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6.

To make the subtotal numbers stand out, select the two formula cells and click the Bold tool. Then, under the Product dimension members, enter Total as a right-justified heading for the subtotal formulas.

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7.

Save your worksheet.

 

Create an Excel Chart Based on OLAP Data

You can use the Excel Chart Wizard to add a chart to your worksheet based on OLAP data, just as you do with regular Excel data.

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To create a chart based on the OLAP data, follow these steps:

1.

As shown in the screenshot, select the following worksheet columns: Product, Sales Revenue, and Sales Cost.

Note: Do not select the totals row.

Then, click the Chart Wizard tool.

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2.

In the Chart Wizard, choose Column as the Chart type and click Finish.

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The chart is displayed.

Drag the chart underneath the crosstab and resize it appropriately.

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3.

From the Geography dimension header, select France. The crosstab and the chart are updated with the new data.

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4.

When you are done experimenting with the chart, Save your worksheet.

 

 

Create OLAP Calculations

An OLAP calculation consists of existing data, functions and constant values that are combined in a formula to produce a new value. An OLAP calculation object can be used as any other measure in your worksheet.

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You create an OLAP Calculation using the Calculation Wizard, which guides you through the following steps:

1. Name your calculation and select the calculation type.
2. Select items and enter values to define your calculation.

In this topic, you will:

Create a Profit Calculation
Create a % Profit Margin Calculation
Create a % Change Year Ago Calculation

Create a Profit Calculation

You will create a simple Profit calculation by using the formula Sales Revenue - Sales Cost. This calculation will not be used in the worksheet, but rather it serves as the basis for the second calculation, % Profit Margin.

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To create the Profit calculation, follow these steps.

1.

Select OracleBI > New Calculation to display the Calculation Wizard. Click Next in the Welcome screen.

 

2.

In Step 1 of the wizard, name the calculation Profit. For Calculation type, open the Basic Arithmetic folder and select Subtraction.

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Click Next to continue.

 

3.

In Step 2 of the wizard, select Sales Revenue in the Value box.

If necesary, select More from the Value box to display the Select Measure dialog box. Open the Electronics-KPIs folder and select the Sales Revenue for the measure.

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Then click OK.

Still in Step 2 of the wizard, select Sales Costs In the Minus box. If necesary, select More from the Minus box to display the Select Measure dialog box. Open the Electronics-KPIs folder and select the Sales Costs for the measure and click OK.

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Click Finish to save the calculation.

 

4.

Remove the Profit calculation from the worksheet by performing the following:

A. Select OracleBI > Edit Query.
B. In the Selected list, choose Profit.
C. Click Remove Selected Items ("<").
D. Click OK to remove Profit from the query.

 

 

Create a % Profit Margin Calculation

You just created a new calculation using the calculation wizard. Now create a second calculation that returns the % Profit Margin, and add this calculation to the worksheet.

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To create this calculation, follow these steps:

1.

Select OracleBI > New Calculation to display the Calculation Wizard.

If the Click Next in the Welcome screen.

 

2.

In Step 1 of the wizard, name the calculation % Profit Margin. For Calculation type, choose Division, which is in the Basic Arithmetic folder.

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Click Next to continue.

 

3.

In Step 2 of the wizard, specify Profit in the Divide field. If necesary, select More to display the Select Measure dialog box. Choose Profit for the measure and click OK.

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In the By field, choose Sales Revenue. If necesary, select More to display the Select Measure dialog box. Select Sales Revenue from the Electronics-KPIs folder. Then click OK.

The completed wizard step should look like this:

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Click Finish to save the calculation and add it to the worksheet.

 

4.

Now, format the % Profit Margin column as follows:

A..

Select the cells of the calculation. Then right-click to display the pop-up menu and choose Format Cells.

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B.

In the Number tab of the Format Cells dialog, select Percentage from the Category list, and click OK.

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The worksheet should now look as follows:

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5.

From the Geography dimension header, select Spain. The crosstab and chart are refreshed with the new data.

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Select File > Save to save your worksheet.

 

Create a % Change Year Ago Calculation

Finally, you will add a calculation that displays the percent change of sales revenue as compared to the previous year.

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To create this calculation, follow these steps:

1.

Select OracleBI > New Calculation to display the Calculation Wizard. Click Next in the Welcome screen.

 

2.

In Step 1 of the wizard, name the calculation % Change Year Ago. For Calculation type, choose Percent Difference from Prior Period, which is in the Prior/Future Comparison folder.

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Click Next to continue.

 

3.

In Step 2 of the wizard, specify Sales Revenue in the Value field. If necesary, select More from the Value box to display the Select Measure dialog box. Select Sales Revenue from the Electronics - KPIs measure folder.

Leave the other options in their default settings, as shown here.

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Then, click Finish to create the calculation and add it to the worksheet.

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4.

Select the year 2000 from the Time dimension. The worksheet data updates to reflect the new dimension selection.

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5.

Select File > Save to save your worksheet.

 

 

Add an Excel Conditional Format

You can format Excel data using conditional formats. Here you will conditionally format the OLAP calculation to highlight data where the % Profit Margin is greater than 25%.

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To create the conditional format, follow these steps:

1.

From the Time dimension tile, choose 2001. Then, select the % Profit Margin data cells.

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2.

Select Format > Conditional Formatting... In the Conditional Formatting dialog, specify the following condition:

Cell Value Is greater than .25

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3.

Still in the Conditional Formatting dialog, click the Format button, and select an appropriate color in the Patterns tab. Then, click OK to close the Format Cells dialog.

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Click OK to apply the conditional format.

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4.

Select other members from the Geography dimension header and the Time dimension header. Note how the conditional format updates along with the data in the worksheet.

When you are done experimenting with the worksheet, click Save to save your work.

 

Summary

The OracleBI Spreadsheet Add-In provides easy access to Oracle OLAP data, and preserves the user’s existing knowledge of Excel.

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