Text Box: Prepared by Alan Crameri. Friday, February 25, 2011 SYDNEY OFFICE T 02 9667 3866 F 02 9667 3966 A Level 1, 55 Bourke Road, Alexandria NSW 2015 Text Box: Utilities Guide Version 1.0 November 2009


1         Introduction

2         Initial Steps

2.1         Opening Excel Workbook

2.2         Navigating to the Utilities Menu

3         Using the Utilities

3.1         Working Days Setup Utility

3.2         Period End Utility

3.3         Snapshot Control Utility

3.4         Version Dimension Maintenance Utility

4         Glossary



1     Introduction


This User Guide is intended for users of the Envisage Utilities Pack, who setup and maintain the envisage solution.


It is assumed that the user has at least a general working knowledge of Excel and the Envisage solution with regard to solution concepts and navigation.


2     Initial Steps

2.1    Opening Excel Workbook




Navigate to the directory in which the Profit & Loss Core master spreadsheet is saved, and double-click to open.

Ensure you use the version for Excel 2003.


If a Security Warning appears, click on “Enable Macros” to allow the Envisage macros to run.


Depending on your security settings, you may be asked to log in to the database.  Enter your username and password.


(If this step does not appear, this is because you have been logged in automatically from your Windows account).


2.2    Navigating to the Utilities Menu




You will first see the Business Unit Forecasting screen similar to that below:




Open the utilities menu by using the Envisage Administration menu



There is also an Envisage Admin Toolbar, with a utilities button.  This provides quick access to the Envisage Utilities Menu.



If the Envisage Toolbar is not visible, you can select it, using View à Toolbars from the Excel menu, and ticking the toolbar called Administration





3     Using the Utilities

There are several utility provided with Envisage which aid in the setup and maintenance of the solution. The following details what utilities are available and how to use them.


4     Glossary




A member with children


A member that falls under another member in a hierarchy


Central Processing Unit


A collection of data points

Cube Export

The process of exporting data from proCube to a text file.

Cube Transfer

The process of transferring data

Data Point

The intersection of members of a cube


A member with no children


Part of a cube


Envisage Reporting Module

Fact Data

Values assigned to data points


A collection of users


A combination of members arranged into detail and aggregate members


Part of a dimension.

Meta Data

Data that gives data meaning


Part of the solution


Online Analytical Processing


A member that has members under it in a hierarchy


Multi-Dimensional OLAP Database


Period to Date


Period to Go


The relationship of one child to another under the same parent


A view of data defined by selections of members within a cube.


A predefined cube transfer


The entire business solution, including the staging database, the proCube database and the Excel reports and Utilities

Staging Database

Database that consolidates and manipulates source data


A person who has access to the database


The process of refreshing data from a relational source

Xchange Cube

Cube that contains data direct from the relational source