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Discoverer Plus Guide 011504
Discoverer Plus Guide 011504
Table of Contents
Installing JInitiator................................................................................................................................ 3
The Workbook Detailed ..................................................................................................................... 5
Renaming Worksheets ........................................................................................................................ 6
Opening an Existing Workbook ...................................................................................................... 8
Building Workbooks and Worksheets ........................................................................................ 12
Formatting a Workbook ................................................................................................................... 18
Saving a Workbook ............................................................................................................................ 21
Inserting a Total ................................................................................................................................... 23
Adding Fields........................................................................................................................................ 28
Changing the Order of Fields ......................................................................................................... 30
Adding a Condition ............................................................................................................................ 34
Sharing a Workbook .......................................................................................................................... 37
Deleting a Workbook ........................................................................................................................ 40
Exporting a Workbook to Excel or HTML .............................................................................. 42
Graphing Data ...................................................................................................................................... 43
Cross tabs ............................................................................................................................................... 46
Table/Field Joins ................................................................................................................................. 52
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Installing JInitiator
If you are a first-time user of Discoverer Plus (Viewer does not require JInitiator to be installed), a special plug-in
module called JInitiator must be installed on your PC. This is a one-time-only installation. Once this plug-in is
downloaded and installed on your machine, you will not be prompted again for this (unless you change your
browser).
Note: In order to install JInitiator, you need to have “Administrator” privileges on your desktop or have your
desktop support group do the install. If you do not have these privileges, your screen may be blank with no error
message telling you what the problem is.
After you click “Connect” on the Connection Screen, the following screens will be displayed:
Click “Next”
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Discoverer will
download the program
components
The installation is now completed and you will be in the Discoverer Application. You can either open an existing
workbook or create a new one.
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Renaming Worksheets
After the creation of a workbook, you may determine that you prefer a more descriptive name than “Sheet 1” or
“Sheet 2” for your worksheets. You can rename sheets at anytime.
1. Select “Rename Sheet” from the “Sheet” Menu or Right Click on the Sheet Tab
2. Overwrite Sheet 2 with a new name. Let’s call this Sheet, “Training FY 2004”:
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Open an existing workbook allows you to select the workbook you wish to open from among your
existing workbooks or workbooks shared with you.
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2. Click “Database”:
“Database…”: Opens a list of workbooks previously created by you or shared with you. All
workbooks are stored in the database.
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Note: Because workbooks and worksheets are actually queries and sub queries, they are refreshed
nightly, when the Financial Data is refreshed. Therefore, they always show current data.
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Required Steps
Optional Steps
• Arrange the data on a table or crosstab layout.
• Sort the data (for tables only)
• Select conditions to apply to the data
• Select calculations to apply to the data
To start the process to build a new workbook or worksheet, choose either of the following if you are in a Discoverer
Workbook:
• Choose Sheet | New Sheet to build a new worksheet
• Choose File | New to create a new workbook
If you are first logging into Discoverer, the Workbook Wizard appears
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“Step 2” of the “Workbook Wizard” appears and shows available Business Areas and associated Databases for
querying.
Business Area(s)
Folders or
Databases against
which queries
(Worksheets) may
be created.
Note: Permission for each business area and associated database(s) must be granted through the completion
of the access form.
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4. Select the fields you would like to view in your query. You may select fields one by one, or use the control
key to select multiple fields. To select fields one at a time, simply highlight and move to the right space
(from “Available” to “Selected”) using the carrot symbol.
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Note: Whenever you see a + sign, other values exist. For example, within “Account Number ,” there are 7
values. The format of the view is similar to the directory structure in Windows. NOTE that if you have
many account numbers, the system will ask you if you want to see a long list. The list may take several
minutes to load.
5. Click “Finish.”
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Note: It is not required to complete all the steps of the wizard. Indeed, it is recommended that you exit the
wizard as soon as you complete your field selections to optimize runtime. You can always edit later.
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Formatting a Workbook
You will notice that our table on the previous page is completely unformatted and unedited. Discoverer allows you
to select formatting options. Once set, these options will apply to all of your workbooks and can be revised at your
discretion.
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The “Options” dialogue box appears with the format tab open:
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All formatting options are similar to other windows and MS office products and use the similar icons to explain
formatting tools.
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Saving a Workbook
To save the workbook, click file save from the file menu. Note the workbook title is simply [Workbook 1]
arbitrarily assigned by Discoverer. If this is the first time you are saving your workbook, “save as”
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2. Overwrite “Workbook 1” with a new name. The name in the example below is “My Accounts with
Description”:
3. Click “Save.”
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Inserting a Total
To insert a total, the payroll distribution workbook is displayed for this example.
Creating a Total
1. The payroll distribution worksheet contains the following fields. The total appears in the last row.
Totals
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2. From “Tools,” select “Totals.” (You may also click on the epsilon icon to achieve the same goal.):
3. Click “New.”
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Data Point
Dynamic
Kind of Total Example
box
Placement of Total
Label for
your total
Accepting the default values will return the grand totals. The correct data point fringe benefit amount is identified,
the type of total is correctly selected as a Sum, and the placement selection is at the bottom. The label will read,
“Sum”.
4. Click “OK.”
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1. Open the “Edit Worksheet” “Totals” wizard from “Tools” (or use the epsilon icon).
2. Remove the checkbox to disable the total edit or highlight and click “Delete”:
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Adding Fields
You may wish to add additional fields to your workbook. As long as you are using a simple table reflecting record
data.
1. Open the “Edit Worksheet” box. You can use the “Tools” menu, or the edit (table/pencil) icon from the
menu bar. This time, let’s use the icon:
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3. Click “OK.”
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1. Go to the “Edit Worksheet” screen, using the edit (table/pencil) icon, and select “Table Layout”:
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2. Drag the “Object code” column to the other side of Object code description and release the mouse button to
relocate the column:
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Adding a Condition
The “Payroll distribution” workbook currently has no conditions set: For this example we will limit the selection of
records to object code 12000
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Pull down arrows to select the item, condition and value. Note
that if the value list is long, it is better to type your value than use
the pull down menu since it may take a long time for the list to load
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4. Click “OK”:
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Sharing a Workbook
When you have developed a useful workbook, you will undoubtedly want to share it with others. You can share a
workbook with any authorized person easily with Discoverer. However, the individual will only be able to view
data as defined by their, not your role.
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2. Highlight the name of the User with whom you wish to share your workbook. (Use the control key to
select more than one User.)
3. Use the carrot symbol to move the User’s name from “Available” to “Shared” and click “OK.”
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Deleting a Workbook
1. From the “File” menu, select “Manage Workbooks,” and “Delete”:
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3. Click “Delete.”
4. Click “Yes” if you are sure you want to delete the workbook.
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1. Click the “Export to Excel” icon (or HTML format icon to the left of Excel):
“Export to HTML
. Format” icon.
Note: You can also use file export to export your data to other formats.
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Graphing Data
Discoverer allows you to create graphs of your data.
The graph on the right provides a visual image of the data layout on the left:
2.
Graph Wizard
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5. Select default legend settings or click “Legend Font” to change the default setting:
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6. Click “Finish”:
Cross tabs
Cross tabs, also known as pivoting, changes the worksheet to a matrix of summary data. For example, you might
want to change which items are displayed, and their position on the worksheet.
Note: This dialog is also known as Duplicate as Crosstab dialog: Crosstab Layout tab
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Pivoting is a powerful tool enabling you to explore data relationships that might initially be hidden.
Discoverer enables you to pivot items on a table worksheet by:
• moving an item from the body of the worksheet to the Page Items area
• moving an item from the Page Items area to the body of the worksheet
In the figure below, the Region item has been moved from the Page Items area to the body of the worksheet.
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Moving an item from the Page Items area to the body of the worksheet
Discoverer enables you to pivot items on a crosstab worksheet in a similar way to pivoting on a table worksheet. In
addition, you can pivot items to and from the left axis.
Because the data relationships on a crosstab depend on the intersection of the rows and columns, pivoting data from
one axis to another creates a new set of data relationships.
In addition, pivoting worksheet data can add levels of data to an axis. For example, if the data on the left axis is
organized into three levels (e.g. Region, City, and Store Name), pivoting the Year item to the side axis adds a fourth
level of data to that axis.
• moving an item from the body of the worksheet to the Page Items area
• moving an item from the Page Items area to the body of the worksheet
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The figure below shows how you might use the Crosstab layout dialog to arrange worksheet data. To begin with,
you place:
When you run the worksheet, the results are arranged as you specified (see the worksheet in the figure above).
You pivot data on a table worksheet to move items to and from the Page Items area, or to rearrange items. For
example, you might want to move a Department item to the Page Items area so that you can analyze individual
departments.
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The "Edit Worksheet dialog: Table Layout tab" shows the items on the worksheet and their current positions
You can select an item in the body of the worksheet or the Page Items area.
4. Drag the item to its new location and release the mouse button.
Hint: When you drag and drop items, a black line shows the item's new position on the worksheet.
5. Click OK to save the details and close the "Edit Worksheet dialog: Table Layout tab" .
Discoverer refreshes the worksheet according to the layout options you selected.
2. Choose Sheet | Crosstab Layout to display the "Edit Worksheet dialog: Crosstab layout tab".
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The "Edit Worksheet dialog: Crosstab layout tab" shows the items on the worksheet and their current
positions.
You can select an item in the body of the worksheet, in the left axis, in the top axis, or in the Page Items
area.
4. Drag the item to its new location and release the mouse button.
Hint: When you drag and drop items, a black line shows the item's new position on the worksheet.
5. Click OK to save the details and close the "Edit Worksheet dialog: Crosstab layout tab".
Discoverer refreshes the worksheet according to the layout options you selected.
Show page items
Use this check box to display page items on the worksheet.
Page Items area
This area shows which items are displayed in the Page Items area on the worksheet.
Layout Area
This area shows how the items are arranged.
• To change an item's position, click the item and drag and drop it to a new location. To help you position
items, as you move an item round the worksheet a black line is displayed showing its new location.
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Table/Field Joins
In the financial data warehouse, all data tables have been pre-joined by the database administrators. After a field or
a table is selected in a query, all database objects which are joined to the selected field and/or table are noted in
normal font. Tables and fields which are in grey font are not joined to the selected table or field and can not be
added the query.
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