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How to: Retrieve Data from a Hyperion Essbase Data Source

To use data from a Hyperion Essbase database in your report, you must define a Hyperion Essbase data source and one or more report datasets. When you define the data source, you must specify a connection string and credentials so that you can access the data source from your client computer.

You can create an embedded data source definition for use by a single report or a shared data source definition that can be used by multiple reports. The procedures in this topic describe how to create an embedded data source. For more information about shared data sources, see Shared Data Sources and Embedded Data Sources and Creating, Modifying, and Deleting Shared Data Sources.

After you create the Hyperion Essbase data source definition, you can create one or more datasets. After you create a dataset, the name of the dataset appears in the Report Data pane as a node under its data source. For more information, see Working with Report Designer in Business Intelligence Development Studio.

After you publish your report, you may need to change the credentials for the data source so that when the report runs on the report server, the permissions to retrieve the data are valid.

To create a Hyperion Essbase data source

  1. On the toolbar in the Report Data pane, click New, and then click Data Source.

  2. In the Data Source Properties dialog box, type a name in the Name text box, or accept the default name.

  3. Verify that Embedded connection is selected.

  4. From the Type drop-down list, select Hyperion Essbase.

  5. Specify a connection string that works with your Hyperion Essbase data source.

    Contact the database administrator for connection information and for the credentials to use to connect to the data source. The following connection string example specifies a Hyperion Essbase data source on a server that uses port 13080 and XML for Analysis Services (XMLA) over the Internet using SOAP, connecting to a sample catalog:

    Data Source=https://localhost:13080/aps/XMLA; Initial Catalog=Sample

  6. Click Credentials.

    Set the credentials to use to connect to the data source. For more information, see Specifying Credential and Connection Information for Report Data Sources.

    Note

    To test the data source connection, click the Edit button next to the connection string text box. The Connection Properties dialog box opens. Click Test Connection. If the test is successful, you will see the informational message Test connection succeeded. If the test fails, you will see a warning message with more information about why the test was not successful.

  7. Click OK. 

    The data source appears in the Report Data pane.

To create a dataset for a Hyperion Essbase data source

  1. In the Report Data pane, right-click the Hyperion Essbase data source, and then click Add Dataset.

  2. In the Dataset Properties dialog box, type a name in the Name text box, or accept the default name.

  3. In the Data source text box, verify that the name of the selected data source appears.

  4. In Query type, verify that Text is selected. Click Query Designer to open the graphical query designer to build a query interactively. For more information, see Hyperion Essbase Query Designer User Interface.

    Alternatively, you can paste a query from the clipboard directly into the Query pane, or import an existing MDX query from another report. To import an existing query, click Import, and then navigate to the .rdl file with the MDX query. Importing a query from an .mdx file is not supported.

  5. Click OK. 

    The dataset and its field collection appear in the Report Data pane under the data source node.

    Note

    Not all report delivery modes are supported by this data provider. Delivering reports through data-driven subscriptions is not supported for this data processing extension. For more information, see Using an External Data Source for Subscriber Data.