1. Smart Query: Breaking New
Ground with User Analytics
Ron Moore
TopDown Consulting, Inc.

2. Solution Architect at
TopDown Consulting
Over 20 years experience with Essbase
Certified in Essbase and Planning
Ron Moore – Experience Overview

3. 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?

4. Now complex aggregates, filters and calculated
columns are completely under user control
What’s Unique About It?

5. 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

6. 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

7. Open a Saved Smart Query

8. 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

9. Launch a New Smart Query
● Smart View | Panel
● Shared/Private Connections
● New Smart Query Sheet

10. Drag dimensions to specify row, column and POV
dimensions
Choosing Row, Column & POV Dims

11. 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

12. Custom members reflect filtered results
Add Custom Members

13. User Defined Calculated Rows and Columns

14. More Complex MDX Syntax
Tuples (Intersections)
Prevmember (Lags)
Functions
OK remains grayed out if syntax is invalid
Substitution variables work

15. Create Sets: Add Filters
Top/Bottom
String match
Based on Value
Value specified by
members

16. Top/Bottom Selection

17. String Match

18. Data Based Filters
Compare member data
to a number

19. Value Specified by Members
Compare a member
value to another
member value
e.g. Q4 > Q3

20. Union of Sets
Union returns members
that pass either test

21. Intersection of Sets
Intersection returns
members that pass
both tests

22. Complement of Sets
Complement returns
members that pass one
test and not the other

23. Sort

24. Share workbook
Copy / Paste
Sharing Smart Queries

25. 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

26. Save the entire Smart Query
Save filters and sets to the repository
Reusing Smart Queries

27. Reusing Smart Queries
Save Open
Flat list
Tree View

28. Q & A