Smart View Lesson 2: Connecting and Your First Ad Hoc Grid

📎 This article includes 1 downloadable practice file ↓

⏱ 2 min read

📘 Smart View & Essbase Basics Course · Lesson 2 of 6

In this article
  1. Connect
  2. The default grid
  3. Options worth setting
  4. Practice

The fastest way into a cube is an ad hoc grid: Smart View places the top member of each dimension on the sheet and you drill from there.

Connect

  1. Excel › Smart View tab › Panel.
  2. Shared connections (set up by your admin) or Private connections with the URL provided.
  3. Log in, expand to your application and cube, choose Ad hoc analysis.

The default grid

Rows and columns show one dimension each; the remaining dimensions sit in the POV (point of view) at the top. Click Refresh to fetch data.

Options worth setting

  • Data options › Suppress rows: No data/Missing and Zero, to hide empty lines.
  • Member options › Member name display: Alias for readable names.
  • Formatting › Use Excel formatting if you want your own number formats to stay after refresh.
💡 Smart View remembers the connection in the workbook. Save useful grids as files and simply Refresh next month.

More: ad hoc analysis for beginners.

Examples use a sample Essbase application (Sample.Basic-style dimensions). Connection URLs, applications and member names differ in every company.

Practice

Connect and refresh your first grid following the checklist.

📎 Practice files for this article

Free to use for learning. Files with macros (.bas) are plain text — import them with Alt+F11 → File → Import File, and always test on a copy.

✨ Ask AI about this article

Stuck on a step? Ask a question and the AI answers using this article.

Free · AI can be wrong