Can I update data in Essbase using Excel add-In/smart view - essbase

Can i insert new data/update the existing data into Essbase using Excel add-In/Smart view like I update the data into Palo Multidimentional database?
regards,
Sri.

Yes. This is what Lock & Send is used for. After you have drilled to an intersection that you would to update/load/change data in, you enter it directly in within Excel. Then perform a Lock operation using the add-in or SmartView. This tells Essbase that you would like to update data that is currently being shown on your spreadsheet. Then perform a Send operation. This will upload all of the data on your sheet back to the database, assuming that you have access to change that data (if you are a read-only user or don't have sufficient filter access, for example, then you can't change the data). Note that all of the data in the spreadsheet will be sent up -- so it is useful to navigate to the smallest possible subset of data that you would like to change.
After sending the data, it will automatically be unlocked. Then just retrieve the sheet to verify that the data you uploaded did in fact upload. If you are trying to upload to members that are dynamic calc, for example, then it won't work. Also note that typically data is loaded such that every intersection point is a Level-0 member, if not then it is possible that a subsequent aggregation/calc in the database might erase the data you just uploaded.

Related

How to make records read-only once entered in query?

I have a form that a user will input data into, which will then send the added record to the backend of the database (I split the database so that the frontend is accessible to users while the backend is hidden). The frontend also includes a query with no filters, so that it will full portray the backend. This way, users can either input data via the form one record at a time, or add multiple records to the query (and therefore the backend) by copy/pasting from an excel sheet with a specified format (so that the data will be pasted in the same order as the fields of the query).
I want the user to not be able to edit the data/record once it is submitted, but I still want them to be able to view it in the query and/or paste multiple records in the "(New)" record row. Is there a way to make all entered records "read only" per se, but still have the ability to enter new data (i.e. make user unable to edit previous records, but be able to add new records)?
I used this forum as a reference, but the only solution I've come up with was to make the Recordset Type "Snapshot", which does all that I want, except it disables the ability to add a new record.
https://answers.microsoft.com/en-us/msoffice/forum/all/lock-the-entire-record-once-certain-textboxes-have/24f53c0a-2435-48b2-bf91-6713ff8b60ee
I've searched far and wide, but unfortunately haven't come up with anything. Any help would be greatly appreciated. Thank you!

Tableau dynamic filtering and visualization

I have a few questions about Tableau and how dynamic it is:
Changes to the data in a relational db requires refresh, no events of refresh or something else?
Can we have visualizations at a runtime, e.g if we have some filters and we select some of them are the visualizations going to be updated?
If I have some API and want it to accept some params from the users and pass them to Tableau for querying, this would be a use case.
Tabeau queries your data source directly. Changes in your source are visible whenever Tableau launches a query.
There is no "in memory" database to be refreshed, but there are high performance extracts that can function as a buffer between your data source & Tableau, sometimes approaching in memory performance.
A "new" query to get fresh data is sent when:
Something changes, for example the user filters a view (see question 2 :-) )
The workbook or dashboard is opened
The refresh button is hit
Another periodic refresh is launched
A programmatic event triggers a refresh
It is possible to launch a reload of the extract or a new query based on a trigger. You could create a command line script on the server that is triggered by your source system to reload (using TABCMD - Tableau command line interface or TabPy - Tableau Python integration amongst other thing). Or you could use the API.
Yes, the visualizations will be updated each time you select a filter.
This behavior is very customizable, you have a lot of control on what filter refreshes what viz, even in the front end only.
EDITED for clarity

Access VBA: Copy single record to memory

I am converting an amalgamation of Excel VBA worksheets to an Access database. As seen too often, Excel was used as a database, and converting all data to Access Tables was very easy.
Now however comes getting the VBA forms and (object) modules to work again. I think I need to do this using the Recordset2 objects, however I want to be sure I am doing this the right way.
Always open the database read-only.
Copy, not link, one complete record to VBA application memory.
Use input data from user and data from record to CHANGE some data in this memory (record)... (or not if the user has no data)
Pass the record in memory, changed or unchanged, to the next step in
the process.
Am I on the right track with Recordset2?

Excel data validation list from closed worksheet

I have two Excel 2016 worksheets in the same folder. One is shipment form and the other master database for shipment history. This file also holds the list of "active customers", which obviously changes over time.
When user is creating a new shipment from the shipment form template, I want the customer to be selected from a drop-down list rather than filled in manually. While I'm able to set up standard data validation for a cell, the problem is that the list is maintained in a different Excel file (which, as stated, is in the same folder).
I was also able to set up name reference and have the list from the other spreadsheet available, however I still have one major usability obstacle - it only works when the user has opened the other file, I want to avoid that and just have the user work with shipment form template.
I.e. I'm looking for Excel to fetch the data validation list from another file without forcing the user to keep it open. What are my chances here?
Thanks!
You can use Power Query to get the data from the other file, even if it is closed. Power Query can get the list into the current spreadsheet and you can build the data validation on the Power Query result. You can configure the query to be refreshed when the file is opened, or the user can refresh it manually.

How can multiple users run macros on a shared excel file?

I have an excel file on shared location where multiple users (4 in this case) are accessing the file at the same time.
This file has a “Master data” tab where all the base data is there and then there are 4 identical tabs (one for each user).
Each user tab has a set of filters using which the user will be able to extract relevant data based on the filters selected and can add or edit the rows. Once the user is done editing/adding rows, user will submit the data which will get updated/appended in the master data tab.
Users can select same or different options in the filters. I am facing errors when multiple users click on the submit button (macro) at the same time.
How can I resolve this?
Like some comments say, Excel is not designed for this...
But if you want to use Excel, i would recommend something like this:
Every time someone writes in the master data, you have to "lock" the master data tab. Just put a boolean in a cell, set it to true while you are writing and back to false as soon as you finished altering the master data tab.
Now, if someone wants to change values in the master data tab at the same time, check if the boolean is set to true. If yes, then you have to wait, if not, you can write the data.
Adding to Manuel Allenspach's response, my suggestion is to create a queue.
Queue should have a spot for user processing and other spots for users waiting.
Than, before running code, you should include a check to make sure no two users have their macros updating database at same time.