Smart Query: Breaking New Ground with User Analytics

Ron Moore

TopDown Consulting, Inc.

� Solution Architect at

TopDown Consulting

� Over 20 years experience with Essbase

� Certified in Essbase and Planning

Ron Moore – Experience Overview

� Introduced in Smart View 11 .1. 2. 2

� Allows you to create, save and share queries

with:

● User customizable sets

● User customizable filters

● User defined calculated rows and columns

What Is Smart Query?

� Now complex aggregates, filters and calculated

columns are completely under user control

What’s Unique About It?

� Totals and other calculations on custom sets

� Top/bottom reports

� Share predetermined perspective with other users (e.g.

drill through report starting point)

� Avoid having to start over on ad hoc queries

Uses

1. Choose row, column and POV dimensions

2. Select base members

3. Create custom members, sets and filters

4. Save reusable elements

Smart Query Workflow

Open a Saved Smart Query

� Analyze – convert to normal zoom and pivot view

� Copy & paste to new sheets

� Save & reopen to reuse

� Set options for indentation, missing suppress & distinct

members

Smart Query Ribbon

Launch a New Smart Query

● Smart View | Panel

● Shared/Private Connections

● New Smart Query Sheet

� Drag dimensions to specify row, column and POV

dimensions

Choosing Row, Column & POV Dims

Select Base Members

� Select the population to

which filters will be applied

� Members from the Outline

1. Click dimension

2. Click in “Sets for :”

3. Click Select Base Members

4. Select Children,

Descendants, Level 0 or

Other:

� Custom members reflect filtered results

Add Custom Members

User Defined Calculated Rows and Columns

More Complex MDX Syntax

Tuples (Intersections)

Prevmember (Lags)

Functions

OK remains grayed out if syntax is invalid

Substitution variables work

Create Sets: Add Filters

� Top/Bottom

� String match

� Based on Value

� Value specified by

members

Top/Bottom Selection

String Match

Data Based Filters

� Compare member data

to a number

Value Specified by Members

� Compare a member

value to another

member value

� e.g. Q4 > Q3

Union of Sets

� Union returns members

that pass either test

Intersection of Sets

� Intersection returns

members that pass

both tests

Complement of Sets

� Complement returns

members that pass one

test and not the other

Sort

� Share workbook

� Copy / Paste

Sharing Smart Queries

Share via Email

• Click Copy on the Smart Query

ribbon

• Paste into an email

• Copy from the email

• Click Paste on the Ribbon of a

new Smart Query

� Save the entire Smart Query

� Save filters and sets to the repository

Reusing Smart Queries

Reusing Smart Queries

Save OpenFlat list

Tree View

Q & A