Bring back dimensions from Essbase Cloud
Double-click first cell

Drill into Period to bring back quarters, then see the first 3 months of the year.
Double-click “Period” dimension

Drill into Period to bring back quarters, then see the first 3 months of the year.
Double-click "Q1" dimension

Drill into the first 3 months of the Fiscal Year.
Click and drag to highlight the first three months

Isolate the first 3 months of the Fiscal Year.
Click the ‘Keep Only’ button

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click on ‘Account’ to select cell

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click “Member Selection” button

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click the “+” icon to expand and reveal “Gross Profit”

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click checkbox to select “Gross Profit”

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click checkbox to select “Gross Profit Margin”

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click arrow to add Members to Selection List

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click “OK” to submit the Member Selections

Use Member Selection to browse the “Account” dimension and single out Gross Profit and Gross Profit %.
Click “Refresh” to load updates

Set the year to FY17 and select the requested months.
Click “POV” button to pop out spreadsheet dimensions in a toolbar

Set the year to FY17 and select the requested months.
Click “Years”

Set the year to FY17 and select the requested months.
Click checkbox to select “FY2017”

Set the year to FY17 and select the requested months.
Click arrow to add FY2017 to Selection List

Set the year to FY17 and select the requested months.
Click “OK” to submit the Member Selection

Nice work! Notice how the spreadsheet data has updated.

Got It!

Drill in to show only computer products.
Double-click on “Products”

Drill in to show only computer products.
Click on “Computers” to highlight cell

Drill in to show only computer products.
Click “Keep Only” button

Drill in to show only computer products.
Double-click on “Computers”

Now we can see the trending for each product over the first three months of the year - but let’s clean up our view by pivoting the two measures to columns.

Let's Go!

Clean up the view with the Pivot feature.
Click to select “Gross Profit” cell

Clean up the view with the Pivot feature.
Click “Pivot” button

Notice how easily the trending can be seen for each product.

The Sentinal product Gross Margin % is trending up, but the GM% on Envisioneer is trending down - this is exactly the information our manager was hoping to find, and would warrant exploration of the problem.

Look familiar? This Oracle Analytics Cloud Data Visualization shows the same dimensions and analysis on product trending from our Essbase application (shown above).

In the visualization, trends stand out, and the “bigger picture” and categorical breakdowns are revealed with a full year-over-year comparison and additional product category break down of Gross Profit - illustrating the benefits of visualization vs straight data. Possibilities are endless and easy to add or remove.

Click “Show Less” below to minimize this window for easier comparison!

Show Less

Got It! Move On

The beauty of data visualization is the ability to view the same data in many ways to glean the best insights.

Click the button below to view this data in a completely new way.

Refresh Visualizations

Adding and changing visualizations are possible in a matter of minutes - here, you’ve shown Global details of product comparison of Net Income by country - meaning you’re fully prepared to tackle any series of questions from your manager.

Let's Get Started

Scenario: Your manager asked you to compare Gross Profit and Profit Margin trending for the first 3 months of the current fiscal year for computer products. Use the Essbase Cloud to reveal this answer, leveraging the Smart View add-in in Microsoft Excel.

Setup Assumptions: You’ve installed the add-in in Excel, opened a worksheet, clicked on the Smart View tab, and securely connected to your Essbase cloud application.

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Begin Objective #1

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Nice work! Let's wrap up this step...

Finish Objective #1

Great Job!

Now that you’ve focused on Gross Profit and Gross Profit Margin, set the year to FY17 and reveal the trends for computer products in our month range.

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Begin Objective #2

Objective 2: Set year to FY17 and reveal computer product trends

Nice work! Let's wrap up this step...

Finish Objective #2

Great Job!

Now that you’ve focused on Gross Profit and Gross Profit Margin, set the year to FY17 and reveal the trends for computer products in our month range.

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Begin Objective #3

Objective 3: Discover the visual presentation potential in
Oracle Essbase Cloud

Great Job! Let's wrap things up...

I'm Done

Nicely Done!

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Next Steps: Now that you’ve got the basics, get Oracle Essbase Cloud with Smart View to start wrangling your own data, or move on to the next episode of our Essbase simulation: Building an Essbase Cloud application using Essbase Cube Designer in Smart View for Excel.

Get Essbase for Excel

Next Episode

Select Episode

Welcome to Oracle Essbase Cloud!

Episode 1: Oracle Essbase Cloud in the Real World
Learn why it’s a key differentiator in the Oracle Analytics Cloud, what business modeling is, who uses it, why you should care, and the basics of Essbase.

Business Scenario Modeling
In the context of data analytics, a process that allows for the manipulation of data to answer complex business questions and provide predictive solutions to drive better decisions.

Who can Benefit?
Numerous users from Business Analysts to CEOs use Essbase analytics for its scenario modeling. Every business can benefit from making sense of complex issues and allowing users to quickly make important time-sensitive decisions. Today, spreadsheets just won’t cut it for dynamic, complex data sets.

Let’s Get Started

Essbase

Thanks for your interest!

This experience is best viewed on a laptop/desktop, but may work on certain mobile devices.

Let Me Try It

Let's Get Started

Scenario: Your manager asked you to compare Gross Profit and Profit Margin trending for the first 3 months of the current fiscal year for computer products. Use the Essbase Cloud to reveal this answer, leveraging the Smart View add-in in Microsoft Excel.

Setup Assumptions: You’ve installed the add-in in Excel, opened a worksheet, clicked on the Smart View tab, and securely connected to your Essbase cloud application.

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Nice work! Let's wrap up this step...

Great Job!

Now that you’ve focused on Gross Profit and Gross Profit Margin, set the year to FY17 and reveal the trends for computer products in our month range.

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Objective 2: Set year to FY17 and reveal computer product trends

Nice work! Let's wrap up this step...

Great Job!

Now that you’ve focused on Gross Profit and Gross Profit Margin, set the year to FY17 and reveal the trends for computer products in our month range.

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Objective 3: Discover the visual presentation potential inOracle Essbase Cloud

Great Job! Let's wrap things up...

Nicely Done!

Objective 1: Utilize dimensions to isolate Gross Profit and Profit Margin for the first three months of the year

Objective 2: Set year to FY17 and reveal computer product trends

Objective 3: Discover the visual presentation potential in Oracle Essbase Cloud

Next Steps: Now that you’ve got the basics, get Oracle Essbase Cloud with Smart View to start wrangling your own data, or move on to the next episode of our Essbase simulation: Building an Essbase Cloud application using Essbase Cube Designer in Smart View for Excel.

Welcome to Oracle Essbase Cloud!

Episode 1: Oracle Essbase Cloud in the Real WorldLearn why it’s a key differentiator in the Oracle Analytics Cloud, what business modeling is, who uses it, why you should care, and the basics of Essbase.

Business Scenario ModelingIn the context of data analytics, a process that allows for the manipulation of data to answer complex business questions and provide predictive solutions to drive better decisions.

Objective 3: Discover the visual presentation potential in
Oracle Essbase Cloud

Episode 1: Oracle Essbase Cloud in the Real World
Learn why it’s a key differentiator in the Oracle Analytics Cloud, what business modeling is, who uses it, why you should care, and the basics of Essbase.

Business Scenario Modeling
In the context of data analytics, a process that allows for the manipulation of data to answer complex business questions and provide predictive solutions to drive better decisions.