Chapter 1
Chapter 2
2.1
2.2
2.3
Installation..............................................................................................................................15
Chapter 3
3.1
3.2
3.3
3.4
3.5
3.6
Chapter 4
Chapter 5
Features Available.................................................................................................................25
Chapter 6
6.1
Chapter 7
7.1
7.2
7.2.1
7.2.2
7.2.3
7.2.4
7.2.5
Update...................................................................................................................................15
Re-activating the EPM Add-In ................................................................................................16
Connection Management.......................................................................................................17
Active Connection for the Current Sheet...............................................................................18
Types of Connections............................................................................................................19
Selecting Connections...........................................................................................................20
Selectively connecting or disconnecting one sheet/connection couples ................................21
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Contents
Chapter 8
Context..................................................................................................................................35
8.1
Chapter 9
9.1
9.1.1
9.1.2
9.2
9.3
9.3.1
9.3.2
9.3.3
9.3.4
9.4
9.4.1
9.4.2
9.4.3
9.4.4
9.5
9.5.1
Chapter 10
10.1
10.1.1
10.1.2
10.2
10.3
10.3.1
10.3.2
10.3.3
10.3.4
10.3.5
10.3.6
10.4
10.4.1
10.4.2
10.4.3
10.5
Member Identification.............................................................................................................51
Member Properties................................................................................................................52
Report Creation using the EPM Pane.....................................................................................52
Report Creation using the Report Editor.................................................................................54
Report Editor's Layout Tab Presentation................................................................................55
Dimension Placement in the Report Editor.............................................................................56
Member Selection in the Report Editor...................................................................................57
Position of each Dimension in the Page Axis using the Report Editor.....................................57
Report Move in the Sheet using the Report Editor.................................................................58
Shift Insertion Between the Data Grid of the Report and its Row and Column Axis................58
Report Creation Directly in a Sheet........................................................................................59
Member Recognition..............................................................................................................59
Member Entry Using the Member Selector............................................................................63
Member Entry Using the Insert Members Dialog Box.............................................................71
Report Creation using Copy/Paste........................................................................................72
2011-09-19
Contents
Chapter 11
Chapter 12
Ownership-based Hierarchies...............................................................................................75
Chapter 13
13.1
13.1.1
13.1.2
13.1.3
13.2
13.2.1
13.2.2
13.2.3
13.3
13.4
13.4.1
13.4.2
13.5
13.6
13.7
Report Options......................................................................................................................77
Chapter 14
14.1
14.2
14.3
Chapter 15
15.1
Refreshing Reports................................................................................................................96
Chapter 16
User Options.........................................................................................................................97
Chapter 17
Sheet Options.......................................................................................................................99
17.1
17.1.1
17.1.2
17.1.3
17.1.4
17.1.5
Expand Options......................................................................................................................99
Use as Input Form................................................................................................................100
Member Recognition Activation...........................................................................................100
EPM Worksheet...................................................................................................................100
Totals Placement .................................................................................................................101
2011-09-19
Contents
17.1.6
17.1.7
17.2
17.2.1
17.2.2
17.2.3
17.2.4
17.2.5
17.2.6
17.3
17.3.1
17.3.2
17.3.3
17.3.4
17.3.5
Chapter 18
Report Navigation...............................................................................................................111
18.1
18.2
18.3
18.3.1
18.4
18.4.1
18.5
18.6
18.7
Chapter 19
Drill-Through.......................................................................................................................123
Chapter 20
Quick Links.........................................................................................................................127
20.1
20.2
Chapter 21
Custom Members................................................................................................................129
21.1
21.2
21.3
21.4
21.5
21.6
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Contents
21.6.1
21.7
21.7.1
Chapter 22
Flash Objects......................................................................................................................137
22.1
22.1.1
22.1.2
22.1.3
22.1.4
22.1.5
22.1.6
22.1.7
22.1.8
22.1.9
22.1.10
22.1.11
22.1.12
22.2
Chapter 23
Chapter 24
Dynamic Formatting............................................................................................................155
24.1
24.1.1
24.2
24.2.1
24.2.2
Chapter 25
Chapter 26
Offline Mode.......................................................................................................................163
Chapter 27
Worksheet Protection.........................................................................................................165
Chapter 28
Collaboration.......................................................................................................................167
28.1
28.2
28.2.1
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Contents
28.2.2
Chapter 29
EPM Functions....................................................................................................................187
29.1
29.2
29.3
29.4
29.5
29.6
29.7
29.7.1
29.7.2
29.7.3
29.7.4
29.7.5
29.7.6
29.7.7
29.8
29.9
29.10
29.11
29.12
29.13
29.14
29.15
29.16
29.17
29.18
29.19
29.20
29.21
29.22
29.23
29.24
29.25
29.26
29.27
29.28
29.29
29.30
29.31
EPMUser.............................................................................................................................188
EPMServer..........................................................................................................................188
EPMEnvDatabaseDesc........................................................................................................188
EPMEnvDatabaseID.............................................................................................................189
EPMModelCubeID...............................................................................................................189
EPMModelCubeDesc..........................................................................................................189
Functions on Reports...........................................................................................................190
EPMDimensionOverride.......................................................................................................190
EPMAxisOverride.................................................................................................................192
EPMCopyRange...................................................................................................................193
EPMInsertCellsBeforeAfterBlock.........................................................................................194
EPMMemberID....................................................................................................................195
EPMReportOptions..............................................................................................................195
EPMMemberSortingOverride...............................................................................................197
EPMReportID.......................................................................................................................198
EPMFullContext...................................................................................................................198
EPMContextMember...........................................................................................................199
EPMDimensionProperty.......................................................................................................199
EPMMemberDesc................................................................................................................200
EPMMemberProperty..........................................................................................................200
EPMMemberOffset..............................................................................................................201
EPMSelectMember..............................................................................................................201
EPMCellRanges...................................................................................................................202
EPMRefreshTime.................................................................................................................202
EPMScaleData.....................................................................................................................202
EPMRetrieveData................................................................................................................203
EPMDimensionList...............................................................................................................203
EPMSaveComment..............................................................................................................204
EPMSaveData......................................................................................................................204
EPMWorkStatus..................................................................................................................205
EPMComparison..................................................................................................................205
EPMDimensionType.............................................................................................................206
EPMCommentFullContext....................................................................................................207
EPMCommentPartialContext................................................................................................207
EPMURL..............................................................................................................................208
EPMBook.............................................................................................................................210
EPMLink..............................................................................................................................211
EPMDocumentList...............................................................................................................212
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Contents
29.32
29.33
EPMDocument.....................................................................................................................213
Chapter 30
30.1
30.2
30.2.1
30.2.2
30.2.3
30.3
30.3.1
30.3.2
30.3.3
30.4
30.5
30.6
Data Input............................................................................................................................215
Chapter 31
Accessing Journals.............................................................................................................225
Chapter 32
Chapter 33
Chapter 34
Other Features....................................................................................................................231
34.1
34.2
34.3
34.4
Metadata Cache..................................................................................................................231
Chapter 35
35.1
35.2
35.3
Common Features to the Add-in for Microsoft Office Excel, Word and PowerPoint .............233
Chapter 36
Data Manager.....................................................................................................................237
36.1
36.1.1
36.2
36.2.1
EPMExecuteAPI...................................................................................................................213
Planning Features.................................................................................................................216
Spread.................................................................................................................................217
Trend...................................................................................................................................217
Weight.................................................................................................................................218
Comments...........................................................................................................................218
Comment Creation and Modification....................................................................................219
Comment Display in a Cell...................................................................................................220
Comment Search.................................................................................................................221
Data Save............................................................................................................................221
Data Validation.....................................................................................................................222
Work Status.........................................................................................................................223
Log File................................................................................................................................231
Information on Cubes ..........................................................................................................232
MDX Display........................................................................................................................232
Additional Features in the Add-in for Microsoft Office Word and PowerPoint ......................234
Options in the Add-in for Microsoft Office Word and PowerPoint ........................................234
2011-09-19
Contents
10
36.2.2
36.2.3
36.3
36.3.1
36.3.2
36.4
36.4.1
36.4.2
36.4.3
36.5
36.5.1
36.5.2
36.5.3
36.5.4
36.5.5
36.5.6
36.5.7
36.5.8
36.5.9
36.5.10
36.5.11
36.6
36.6.1
36.6.2
36.7
36.7.1
Chapter 37
API.......................................................................................................................................303
37.1
37.1.1
37.1.2
37.1.3
37.1.4
37.1.5
37.1.6
37.1.7
37.1.8
37.1.9
37.2
37.2.1
37.2.2
Macros................................................................................................................................303
Connections.........................................................................................................................303
Reports................................................................................................................................306
GetMemberDimension ........................................................................................................320
GetMemberHierachy ...........................................................................................................321
GetDimensionList................................................................................................................322
GetHierarchyList..................................................................................................................323
GetHierarchyMembers ........................................................................................................323
Get MDX Request ..............................................................................................................324
Book Publication and Distribution.........................................................................................324
Macros used in EPMExecuteAPI function.............................................................................325
Connections.........................................................................................................................325
Excel....................................................................................................................................327
2011-09-19
Contents
11
37.2.3
37.2.4
37.2.5
37.2.6
37.2.7
37.2.8
37.2.9
37.2.10
37.2.11
37.2.12
37.2.13
37.2.14
37.2.15
37.2.16
37.2.17
37.2.18
37.2.19
37.3
37.4
Chapter 38
Languages...........................................................................................................................349
Chapter 39
Chapter 40
Migration.............................................................................................................................353
40.1
40.2
40.2.1
40.2.2
40.2.3
40.2.4
40.2.5
40.2.6
40.2.7
40.2.8
40.2.9
40.2.10
Navigation............................................................................................................................329
Drill Through........................................................................................................................330
Context Members................................................................................................................331
Comments...........................................................................................................................332
Open/Save from Server.......................................................................................................333
OpenDimensionAndMemberSelector ..................................................................................334
OpenReportEditor................................................................................................................334
Options................................................................................................................................335
Refresh................................................................................................................................335
Save Data............................................................................................................................337
OpenWorkStatusEditor........................................................................................................338
Planning...............................................................................................................................338
Book Publication..................................................................................................................339
Distribution and Collection...................................................................................................340
OpenSpecificDocument.......................................................................................................342
Data Manager......................................................................................................................342
Assigning a Control Form to a Macro...................................................................................346
Custom VBA Functions (Events)..........................................................................................347
2011-09-19