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Plus 10g For EnvironMax/HMMS Users
Prepared by EnvironMax, Inc. 2875 So. Decker Lake Dr. Salt Lake City, Utah 84119 26 October 2006
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users
Disclosure: This training manual was created by EnvironMax, Inc. to train EnvironMax/HMMS users in the use of Oracle Discoverer Plus software.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Table of Contents Introduction What is Oracle Discoverer? Why HMMS Users need Discoverer Terminology Starting Up Setting Options Chapter 1: Getting Started Creating a Workbook Selecting Items for the Workbook Adding Items to the Workbook Arranging Items in the Workbook Renaming a Worksheet Re-Ordering Worksheets Running the Worksheet Editing the Worksheet After Running Adding Descriptions to Report Titles Opening a Previously Created Workbook Scheduled Workbooks Saving a Workbook Refreshing Data in a Workbook Deleting a Workbook Chapter 2: Customizing the Query Formatting Data, Headings and Totals Sorting Data Simple Table Sorting Group Sorting Sorting Crosstab Worksheets Pivoting Data Pivoting data in a Crosstab Duplicating Tables and Crosstabs Chapter 3: Query Conditions Filtering the Data Adding Conditions to a New Workbook Selecting Predefined Conditions Adding a Condition from the Toolbar Multiple Conditions Conflicting Conditions Prompting for Data Calculations Building Complex Calculations Available Functions Using a Calculation in a Condition 3
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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Passing a Parameter to a Calculation Percentages Applying Totals Chapter 4: Graphs Using Graphs in Your Reports Graphing Terminology Selecting the Correct Graph Type Create Graphs Using the Graph Toolbar Saving Your Graph Deleting Your Graph Chapter 5: Exporting, Printing and Sharing Exporting Results Exporting to Microsoft Excel and HTML Printing Workbooks Sharing Your Workbooks
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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Introduction What is Oracle Discoverer? Why EnvironMax/HMMS Users need Discoverer Terminology Starting Up Setting Options 6 7 7 10 12 5 .
Discoverer allows us to choose items from any table or folder. To obtain copies of Discoverer. The Discoverer Viewer allows you to run reports that are created using Discoverer Desktop or Discoverer Plus. Usually the report is pulling data from many tables. MSDS. contact Oracle Corp. IQ Objects was used for the reporting tool.0954 Introduction What is Oracle Discoverer? Discoverer is Oracle’s data query and ad hoc reporting tool for its Internet based database. Internet solution like EnvironMax. This class was designed to start out with the basics and finish with the advanced features of the 6 . Discoverer has some powerful features including: Reporting Wizards Generating Sub-queries Data Drilling Graphs and Charts Ability to schedule a report to run at a different time There are four different editions of Discoverer: The Discoverer Administrator Edition is used to create. there is certainly a lack of knowledge of Discoverer. In the past. As with any new program. EnvironMax/HMMS reports are seldom-simple reports that pull data from one database table. Inc. one report may require data from the Inventory.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Issues. and administer data and the user’s interaction with that data. The Discoverer Plus gives you tools so you can create your own queries and reports on the web. The Discoverer Desktop Edition is the client-server tool used to create the queries against the database. As long as there is a link in the database. It is designed to meet the diverse needs and skill sets of business users and to provide access to the data within applications. Why EnvironMax/HMMS Users Need Discoverer EnvironMax/HMMS users are often required to run reports. and the business views are linked the fields can be used in the reports. and Chemical Information tables. maintain. For example. or your Oracle system administrator for EnvironMax. IQ Objects is a client server based system that will not work with a web-based.
students should be able to return to their site and create their own Discoverer reports.0954 program. When this course is completed..ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. i. opening and saving files. The icons can be used to save time. It is a great way to start writing reports. which provides for the common tasks. There are ten steps involved in the wizard. Terminology Here are some of the common terms: Menu bar is a standard menu bar. Tool Bar provides shortcut icons for most of the common menu tasks. Workbook Wizard is used to create new workbook or worksheets. 7 .e. and accessing help. printing.
There is also a context sensitive help.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users The steps include: Select a query type Add columns/items Format the table layout Set conditions (filters) Set sorting order and/or groupings Add calculations Define totals Define percentages Select the parameters (prompts) for the report Release 4. Each worksheet contains data related to the workbook but might be arranged differently.0954 Help is accessed through the menu. The toolbar allows quick access to commonly used menu options. and Help Topics. 8 . The workbook has worksheets in it. The Help menu it is divided into several areas: Manuals. Workbook is used to prepare the layout for the report and to select the data required in the report. The workbook has a standard menu and toolbar.
. Examples of folders are Employees. Folders are tied to the database tables that make up the EnvironMax/HMMS database. Examples of business areas are Administration. Material. i. just select the correct one from the list.adds each line together in a summary line Max – Min Average . The Discoverer administrator can 9 . Discoverer will requery the database for current data. Each worksheet contained in a workbook is a separate query. Folders are the second level of information in Discoverer and are groups of related information. End User Layer is what tells Discoverer which business areas to access. Items are grouped within folders. Examples of items would be Employee First Name. Waste and Air. and Inventory. When opening an existing worksheet. The Discoverer administrator sets the default aggregate function. Items are the third level of information in Discoverer. There are several aggregate functions available on the data points. and is maintained by the server administrator for each location. Calculations are custom fields that are not included in the database but are commonly used in reports. Kgrams_used or Pounds_used. Organizational. kgrams_out. Zones.0954 Worksheets contain the information to analyze. they are also called data points. Employee Address.e.shows one entry for each line of data Sum . If this is not the function needed at this time. They are: Detail . and Employee ID. Each item is tied to a specific type of information or field within a table. This is updated periodically by EnvironMax.e. For items that are numeric.produces an average over a period of time. i. it will show on the list in bold. Business Area Folders Business Areas are the collection of folders that contain information with a common business purpose and includes the tables and items in the EnvironMax/HMMS database.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.
fill in the description. The calculations also can be created at the site by the user. Page Items are a special item that groups like data into a page format. Starting Up When first starting Discoverer. 10 . Give the connection a name. select the different item from the drop down list. select the IP from the drop down list to see the data for that IP.. The “Connect to Discoverer Plus” connection screen appears. the rows for the item “Employee First Name” would include one line of data for every first name of all the employees in the EnvironMax database. i. inventory shown by Issue Point(IP).ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. A workbook can have as many sheets as necessary to obtain the information required. To change the page. Then fill in the Database Account Details. there are a few things that might have to set up. • • Click on the “Create Connection” button.0954 predefined these and add them to the correct folder. The user can define these conditions or if available. • • • Launch the web browser. Query is the search that retrieves data from the EnvironMax database according to the criteria specified. Conditions are filters that control what data is retrived into the report. the IP is the page item. Access the web address the Discoverer administrator provides. The query returns the information in a workbook on a tabbed page called a sheet. The Create Connection: Connection Details screen appears. Rows are the next level of information and represent all of the information about one item in the database. Click the Apply button at the bottom of the screen. The page will change within that worksheet. For example. A workbook must contain at least one sheet.e. use a preset condition that the Discoverer administrator created.
11 .0954 • Then the Connect to Discoverer Plus screen appears with a connection line showing the connection you just created.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Type in the password to the log in account you created in the previous steps. Then click on the Connect button. • The Connect to Oracle Discoverer dialog appears. Click on the Connection name you created.
but it does not contain any data.0954 • Once connected the Workbook Wizard will start.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.retrieves the workbook. The choices are as follows: • • Run query automatically – retrieves data specified by the worksheet as soon as the workbook or select the worksheet is opened. Setting Options Select the default options for all the workbooks by selecting Tool/Options from the menu. This will open an Options Dialog box. 12 . The following tabs are available: General Query Governor Sheet Format Default Format Advanced EUL Select the General Tab: This is where the default settings for opening and executing the query are set. Don’t run query (leave sheet empty) . Reason for this option is to select different worksheet than the default one without waiting for the report to execute.
0954 Ask for confirmation – This is the default setting. It will always use the Summary Tables. The choices are: • • Always. Once the workbook opens. 13 . the Summary Data and the Query Governor. When all options on all tabs have been set select OK. Only when summary data is not out of date (stale) – Select this option when the data is time sensitive. o Don’t show expired results on exit. • Show wizard graphics – This selects or deselects the graphics on the wizards. delete results automatically – deletes the results upon exiting Discoverer. The user specifies the number of days from the last update of the summary tables. Scheduled Workbooks: o Don’t show the new results window after initial connection – prevents the new data from appearing in a results window.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users • • Release 4. This tab is divided into two parts. when available – selecting this option tells Discoverer that the data is not time sensitive. a dialog box appears asking to run the query for the first sheet. Select the Query Governor Tab: The Query Governor options reduce the time it takes to execute a query. The Summary data section allows the default setting for utilizing summary data.
Cancel list-of-values retrieval after – The setting controls the maximum time it takes to retrieve the list of values. the query will cancel. 14 . Select the Sheet Format Tab This tab allows for display format of the crosstab or table. Discoverer estimates the query completion time. CAS numbers. Select this option to see a warning message if the query will take a long time to execute. there are thousands in the database. i. What it does is bring back the data in smaller bits instead of waiting for it to compile all the data. Limit retrieved query data to – This option controls the maximum number of rows to return. A message will display if not all rows are retrieved to inform the possibility that incomplete data is displayed.. Prevent queries from running longer than – This option selects the run time for the query. NOTE: Changes made to this tab affects current sheet and future sheets. Some lists could be extremely long.0954 Never – Selecting this option retrieves current data every time the report is ran.e. This message will only appear if the query will exceed the time specified. • • • • Select OK if there are no more options that require setting. Selecting the options for the Query Governor Data • Warn me if predicted query time exceeds – When retrieving data for a worksheet. The default setting is 250 rows. Retrieve data incrementally in groups of – This option allows Discoverer to bring back data quicker from very large tables. If it exceeds the specified time.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users • Release 4.
Values that cannot be aggregated as – Select from a pull down list. which format to use when a number cannot be aggregated. Horizontal and vertical gridlines – the lines that separate the rows and columns. Select OK if there are no more options that require setting.Select the number of rows to be displayed per page. For example. if a cell contains a figure for an amount owed but the database has a null in the field and you changed it to zero.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Select the following options: • • • Release 4.Displays a title if created. o Caution: When using a number 0 (zero) for a null value it might be misleading. it could be misleading because it appears that “0” is owed. Inline/Outline (crosstabs only) – Select arrangement of side axis data items from the example icon. 15 . The example on the right side of the dialog box shows a sample display. Select Aggregation tab This tab sets the way the aggregated cell value is computed.0954 • • • • Title . On this version the Title that is printed is the name of the sheet. Null value as – If a cell contains a null value. select a value to show from the drop down list or type it in. Row numbers (table only) – Show sequential numbers on left side of table. Rows per screen page . Select OK if there are no more options that require setting.
select the arrow next to the EUL name and choose the correct EUL from the list. Select the Advanced Tab This tab is for the Discoverer administrator. Repeat for each default setting that require changing. Select EUL tab This tab tells Discoverer which End User Layer (EUL) to use. The example box shows a sample. Select OK 16 . Select OK if there are no more options that require setting.0954 Select the default setting for the following items: Data Format Heading Format Total Format Highlight the setting that requires formatting. select from the file menu Connect to Database. The Discoverer administrator will provide the proper EUL name.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Select Default Format tab Release 4. make required changes. To select a different EUL. and select OK. Select the change button to see a list of format options. To reconnect Discoverer to the database. Do not make changes here without the Discoverer administrator assistance. Remember once the EUL is changed Discoverer needs to reconnect to the database.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 17 .
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 1: Getting Started Creating a Workbook Selecting Items for the Worksheet Adding Items to the Workbook Arranging Items in the Workbook Renaming a Worksheet Re-Ordering Worksheets Running the Worksheet Editing the Worksheet After Running Opening a Previously Created Workbook Scheduled Workbooks Saving a Workbook Refreshing Data in a Workbook Deleting a Workbook 18 19 19 19 20 20 21 21 22 23 24 24 24 18 .
select either create a new workbook or open an existing workbook. When Discoverer starts.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 19 . the first screen shown is the Workbook Wizard. Once a new workbook as been selected. Select the “Create a new workbook” icon. To start a new workbook from the menu. there will be prompts to select the display types for the results. select the File Menu and then select the “New” option or by selecting the New Workbook toolbar button.0954 Getting Started Creating a Workbook Creating a new Workbook or Worksheet using the Workbook Wizard is the quickest way to create a query.
hold down the [Ctrl] key. To open that child. it will display the data for that value on the page. The items with the plus sign have children of the object.0954 The four options are: • Table – displays data in columns with headings. Selecting Items for the Workbook The second step of the Workbook Wizard is used to select the items for the report. select on the plus sign or double select the object name. run the query by selecting the Finish button. • Page-Detail Table – displays data in columns grouped by the items in the page axis. The wizard utilizes the following symbols: • A plus sign shows there is another level in the structure that is not shown but can be. select all the required items release the [Ctrl] key then select the right arrow. 20 . Select the items from the available folders list. • The absence of a sign indicates there is not another level. Drag and drop the selected items. After all items are selected for the report. at the intersection of the row and column is the sum or the average. By selecting a different value in the page axis. or continue using the Wizard to refine the query by selecting the Next button. • Crosstab – displays data in a crosstab format with values running across the top and down left side. Once the format is selected. select on the Next button. Each column is a column item. or highlight them then select the right arrow. • Page-Detail Crosstab – displays data in a crosstab grouped by the items in the page axis.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. If there are multiple items needed for the report. • A minus sign indicates that the lower level is displayed.
select on the “Show Page Items” check box at the top of the query. Select the folder that contains the item needed. Do one of the following: • Double-select the tab at the bottom of the worksheet. To move a column to another location just select and drag it to the desired location. To include an item in the query: • • • Select the Business Area to work with. Drag an item from the detail axis to the page axis and change the output to a Page Detail Layout. drag the items from the page axis to the detail axis. Arranging Items in the Workbook The third step in the Workbook Wizard enables rearrangement the items in a query. 21 . If the display type is a Page Detail Layout and you wish to change it to a single table. The other option in this third step is to hide any duplicate rows.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Adding Items to the Workbook The Available list shows all of the items in the Business Areas. To change the display type to a Page-Detail Table. and convert a table or crosstab to a page-detail layout. Select multiple items by holding down the Ctrl key. To change the position of any axis item on the worksheet. suppress the duplicate data. only a single row for the items that have duplicates in the database will show. By selecting the “Hide Duplicate Rows” box in the upper right hand side of the window. Select the item and press the arrow key to move the item into the selected column. Renaming a Worksheet Open the workbook that contains the worksheet to be renamed. drag the item to the correct position on the worksheet. This displays the “Page Items” field.
A dialog box appears.0954 • Select Sheet/Rename from the menu Either choice will bring up a dialog box to rename the Worksheet. or continue the Workbook Wizard for additional help in customizing the data on the workbook. Removing items from worksheet select the item to remove. Running the Worksheet With the items selected for the query. Adding items to the worksheet select the Edit Sheet icon from the toolbar or select Sheet/Edit Sheet from the menu. this shows the data that was retrieved for the query. Or select the edit sheet icon.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. either run the query by selecting the Finish button. Type in the new name and select OK. Editing the Worksheet After Running After running the query. add or remove items from the worksheet do one of the following. When complete select the Finish button. the report will run. and then select Edit/Delete from the menu. Then. simply select the item to delete from the Selected Items list and select the Left Arrow button. The results window will appear. Re-ordering Worksheets Open the workbook that requires the sheet to be re-order. Either one returns starts the wizard. Select the Right Arrow button or drag the item to the Selected List. then select the item or items from the Available List. 22 . to edit. select OK. Choose Sheet/Move Sheet from the menu. highlight the sheet to be moved and select the up or down arrow until the sheet is positioned where it is required. Repeat this process until all sheets are in the required order.
there are eight more tabs on the wizard. Percentages: create or edit the percentages. Adding a Description to a Report Title Once the report has been saved. Conditions: select the conditions that meet the reporting requirement. Then click the save button. Select the File/Manage Workbooks/Properties from the menu. Parameters: create parameters or edit existing parameters. Calculations: create or edit the calculations used in the report. They are as follows: Table Layout: selects the layout for the table. Totals: summarize the results using the aggregate functions. Enter the desired description in the description block. Format: choose the format for the data and headings or edit the display names for an item. 23 .0954 Edit sheet icon Once the items have been selected the Edit Sheet page. Sort: select how the report is sorted.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Each of these will be covered in later chapters.
24 . The workbook will open. choose one of the following: Select “Open an existing workbook” option. Select the workbook from the appropriate list and select Open. in the Wizard. Select the Open Workbook icon from the toolbar. A dialog box will appear with the following two choices: either to open a workbook from the database or open a scheduled workbook.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. A query execution progress dialog box will appear showing the estimated loading time for the first sheet. Scheduled Dialog show the list of reports that have already run and are now available to view.0954 Opening a Previously Created Workbook To open a workbook that has been saved to the database. Database Dialog shows the list of workbooks that have been saved to the database and are available to run. A scheduled workbook will be covered in more detail later. Select File/Open from the menu.
which is required to run every Thursday evening. • The owner of the workbook. • If it is a shared workbook. Scheduled Workbooks Workbooks can be scheduled to run at a specific time. • Select from the menu File/Open. 25 . can save the workbook and the changes by selecting the Save icon or by selecting from the menu. Since the scheduled report runs on the server. which limit the time allotted to open the worksheet. An example of this might be a weekly inventory report. A dialog box will appear with a list of all scheduled workbooks. Then select Sheet/Refresh Sheet from the menu to retrieve the data for that sheet. Select No to see a different worksheet from the first one. File/Save. • The workbook is required to run on a reoccurring basis. o Note: The worksheets in a scheduled workbook contain data that was derived specifically for that report. so the inventory that requires replenishment can be ordered on Friday. Select No. so that the current inventory is shown. • Select the Scheduled and then select Open. Other reasons to schedule a workbook to run: • The workbook will take a long time to run. The open Workbook dialog box will appear. The results of the report will be saved on the server and be available to upon log in to Discoverer. The worksheet opens but contains no data. provided the correct privileges have been granted. Work with the data in a normal manner. use the Save As command to save the workbook using a different name. not on the local personnel computer. If the query will take longer than the set limit a dialog box will open to continue select one of the following: Select Yes. the report writer could schedule these to run. A reminder message will appear if there are changes to the data that states the new data is not the same as the old data. • Select the workbook to be viewed and select Open.0954 In Discoverer. there are options that can be set. Saving a Workbook There are several options to save a workbook but it depends on whether the privileges granted. If the Discoverer Administrator has granted the appropriate privileges to schedule the workbook.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. with the correct privileges. The query runs and fills the worksheet with the most recent data. the local computer does not need to be on. Just select the worksheet tab required from the bottom of the window. To open a scheduled workbook: • Connect to Discoverer and select open an existing workbook. The Discoverer Administrator can set the schedule for this report to run.
Select Cancel. • Select File/Save As. select File/Manage Workbooks/Delete. Select the one to delete. • Select File/Close. the data displayed then would be based on current data. 26 . Once the new name is entered. To refresh the data. Also. the workbook will close if no changes were made. select Sheet/Refresh Sheet or the Refresh icon on the toolbar. the workbook can be viewed and edited but the changes cannot be saved. To delete a workbook. Refreshing Data in a Workbook The data in the worksheet is a result of querying the database at a certain time.0954 If the privileges to save the workbook have not been granted. select one of the following: • Select File/Save. it cannot be deleted unless the user is the owner of it. it ensures that the data being viewed is up-to-date.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users • Release 4. and the workbook will remain open without saving any changes made. re-query the database. A dialog box will appear to show all the workbooks on the database that the user owns. By refreshing the data. if the workbook is a shared workbook. the workbook is saved and remains open. select Save. a dialog box will appear prompting for a new name for the workbook. To refresh data in a worksheet. To save a workbook. and then select the Delete button. it can be deleted. If changes were made a dialog box will appear prompting that the changes be saved. Deleting a Workbook If a workbook needs to permanently remove from the database. Note: The user must have the correct database privileges to delete a workbook.
0954 Chapter 2: Customizing the Query Formatting Data.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Headings and Totals Sorting Data Simple Table Sorting Group Sorting Sorting Crosstab Worksheets Pivoting data Pivoting data in a table Pivoting data in a Crosstab Duplicating Tables and Crosstabs 26 26 26 27 30 30 30 33 33 27 .
Sorting helps in the process of analyzing the data. The sort can be either “low to high” (ascending) or “high to low” (descending) order. Select the Default Format tab.0954 Customizing the Query Formatting Data. Headings and Totals Formatting the data in the worksheet can be accomplished by applying a format mask that was previously defined by the administrator or the user can define a format. it is arranged either numerically or alphabetically. being able to see which issue points are making the most issues or which waste generator is generating the most waste.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Sorting Data By sorting the data. The format categories that will be available will depend on the type data that has been selected to format. select the Add button. Simple Table Sorting Select the Edit Sheet icon from the tool bar or select the menu item Tools and select sort. Select the item or items that require the format changed. For example. select the column to sort by clicking the black down arrow to all columns available. If there are no sort options shown. 28 . Then select the text or number tab. To reset everything back to the original settings. and then select the Change button. select Sheet/Edit sheet or select the Edit Sheet toolbar icon. To accomplish this. select Reset. This will open the Edit Worksheet dialog box to the Sort Tab.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Select the direction drop-down list to select sort order. Group Sorting will be covered later in this chapter.e. repeat the above steps until the report is completely sorted. The Hidden check box will hide the column that is being sorted. i. To further sort the report. notice the Issue Point ID is repeating itself and it is not in any order: 29 . when sorting issues by the month.. Group Sorting In the example below. low to high or high to low. by checking the box to hide the month column it will make the column not show on the report. Then select OK.
except this time select Group Sort on the sort dialog box. notice how the data changes: NOTE: Remember a Group Sort can be applied on a table worksheet but not on a crosstab worksheet. The steps involved in applying a group sort is similar to the simple sort.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users After a single sort by Issue Point ID see the change in the appearance: Release 4. 30 .0954 When selecting the group sort.
To sort the data in a crosstab: 1.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 If that is the only change required. If there is a sort that is no longer required. Select from the menu Tools/Sort. highlight the sort beside the order number and select Delete. 2. The Sort Crosstab dialog box appears. Open the crosstab that requires sorting. select OK. This will remove that sort from the current worksheet. 31 . Sorting Crosstab Worksheets The sort crosstab dialog has many options for sorting crosstab worksheets.
Select the Direction drop-down list and select a direction to sort. The choices are to move the column from the table to the page axis or vice versa. 3. 5. This list will change according to the choice made above in step 3. Select the column to pivot. This tab is showing everything in the current position. 32 . On a crosstab. 2. there is greater control over the elements that can pivot. Drag the column to the desired location. Select the drop-down list of the Item to Sort and select the data item. Select the location on the crosstab of the columns to sort. 4.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 5. To pivot items on a table: 1. The Column drop-down list identifies columns containing data for sorting based on the left side of the crosstab. Select the Column/row drop-down list and select the column or row to sort. 7. Open the table. The Edit Sheet dialog box appears with the table layout table tab selected. o Above the data – shows the data columns on the top axis. represented by the black bar. select the item to move and select Move Up or Move Down. 6. 4. To change the sort order. Select either Sheet/Table Layout from the menu or the Table Layout icon on the toolbar. 8. Pivoting Data Pivoting allows the data to organized by moving selected items from the main body of the table to a page axis.0954 3. The Row drop-down list contains data for sorting based on the top of the crosstab. Select OK to sort the data. Select OK The example below shows how pivoting the supervisor to the page axis affects the report. o Along left side of data – shows the data columns on the left axis. and then release the mouse button.
and select OK. select the down arrow beside supervisor. choose the new supervisor.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. To select a new supervisor. Before: After: Notice how only one supervisor’s information is on the page. 33 .0954 In the worksheet. This will change the data shown on the page to the data for that supervisor. notice how the data changed because of the pivoted data.
34 . To duplicate a table as a crosstab or vice versa: 1. The Edit Sheet dialog box will open to the Crosstab Layout tab. 3. Then select OK. by duplicating the table as a crosstab or vice versa. 2. 5.0954 Pivoting data in a Crosstab Since the data relationships in a crosstab depend on the intersection of the axis items.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 4. pivoting data creates a new set of data relationships. Icon from toolbar Duplicate as Crosstab. for a table. 4. Arrange the columns and page items as required. 2. Select the item to move and select and drag. Duplicating Tables and Crosstabs The process of duplicating a table or a crosstab provides a quick and easy way to present still more perspectives of the data. Depending on the selection. From menu Sheet/Duplicate as Table. Open the Crosstab. Icon from toolbar Duplicate as Table. From the menu select Sheet/Crosstab Layout. Select the items required in the new worksheet. the same as it was above. To Pivot data in a crosstab: 1. either the Table Layout or Crosstab Layout dialog box will appear. c. Select one of the following: a. It will enable the user continue to analyze the data. Select OK. b. From menu Sheet/Duplicate as Crosstab. 3. Open the worksheet to duplicate. It might be necessary to show or build upon the existing data. d.
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0954 Chapter 3: Query Conditions Filtering the Data Adding Conditions to a New Workbook Selecting Predefined Conditions Adding a Condition from the Toolbar Multiple Conditions Conflicting Conditions Prompting for data Calculations Building Complex Calculations Available Functions Using a Calculation in a Condition Passing a Parameter to a Calculation Percentages Applying Totals 36 36 37 38 38 39 39 41 44 45 45 46 48 50 36 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users
Filtering the Data or Setting Conditions
Oracle Discoverer uses conditions, which are filters that are placed on an item to limit the number of rows that are retrieve from the database. For example, a user may want to see all the employees assigned to a certain zone. To do this, the user would limit the search to a certain zone. The condition then finds the data that matches it and displays it in the worksheet. The other data is not visible since it did not match the condition. There are two types of conditions that can be applied. The first is the administratordefined condition. This is one that the Discoverer Administrator has set up as a condition that would be used frequently. The second type is user defined, created by the user to apply to the workbook or worksheet.
Adding Conditions to a New Workbook
When creating a new report, step five of the wizard is where any conditions are applied to obtain the data required.
If your Discoverer Administrator has any Predefined Conditions, they will show up in a list in the center of the dialog box. To create a new condition, select the New button. A New Condition Dialog box will appear.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users
The check box beside Generate name automatically is checked by default; this option will name the condition automatically. The next block in the dialog box is a description block where the new condition is described. Then under the Item column, select the item to apply the condition to. Select the operator for the condition. Then assign it a value. Then select Ok.
Selecting a predefined condition
The Discoverer Administrator can define two types of conditions: mandatory and optional. • A mandatory condition will be automatically applied when that item is selected to be included in the report.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users •
An optional condition appears in the item selector as an icon. The user selects to use it or not.
To select a condition for a worksheet, select the Condition Tab. A list of predefined conditions will be displayed. Select the condition to apply. Then select the Edit button to see the condition. An Edit Condition dialog box will appear.
If everything is correct, then select OK. If not make the applicable changes, then select OK.
Adding a condition from the Toolbar
To add a condition from the toolbar, select the condition icon. The Edit worksheet dialog box will open to the condition tab. Proceed as described above.
There can be multiple conditions applied to a single worksheet. The checkmark in front of the condition indicates that the condition is applied to the worksheet. If there is a condition applied that is not required, simply un-check it.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users
Uncheck conditions that are not used.
There may be times where the condition list will contain conditions that will conflict with each other. For example, the two conditions KGRAMS USED greater than 500 kgrams and KGRAMS USED less than 100 kgrams conflict because the first condition would remove the data that the second condition tries to display. A warning message would appear stating that there is a Condition Conflict.
Prompting for Data
In Discoverer, the user prompts are called Parameters, which can be set in step ten of the wizard. Select the New button to create a new parameter.
Answer the questions. The wizard will open again. 41 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. select the item on which to set the parameter. select OK. Remember to use wildcards the operator has to be “like. Select the operator for the condition. to create more parameters. repeat the above steps until all of the required parameters are done.0954 The New Parameter dialog box will open.” Once all the questions are answered.
0954 To change a parameter.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. select the Finish button. then the Move Up or Move Down buttons will be available to set the order of the parameters. Once all required parameters are completed. select the Edit button. the Parameter dialog box will open and the required changes can be made. The Delete button will delete the parameter that is highlighted. To use the menu. From there the process is the same. Select OK to run the report once the questions are answered. If there is more than one parameter.. Notice that the description of parameter is listed below the parameter. which will open the Edit Sheet dialog box to the Parameter tab. Then the Edit Parameter Values Dialog box appears. select Tools/Parameters. 42 . This is where the parameter questions are answered.
then from the menu select Tools/Calculations. When creating a new workbook. the user will have to answer the parameters at the time it is being scheduled. When adding a condition to an existing worksheet. Some of the common calculations used. and it uses a full range of operators to give required results. or pounds used. calculating the kgrams used. are converting kgrams into pounds. A calculation can be used within another calculation. This will open up the Edit Worksheet dialog to the Calculations tab.0954 Note: If the report is being scheduled to run at a later time. 43 . calculations are applied in step 7 of the wizard. Calculations Discoverer has a range of calculations it can perform. Or select the Calculator icon on the toolbar. common mathematical functions.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.
0954 The Calculation dialog contains a “View Calculations for” list of value for all the items available in the worksheet.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select the new button to create a new calculation. 44 .
There are two ways to enter the calculation: Type the syntax for the calculation in the calculation field directly or build the calculation by selecting the items from the items list and selecting the functions from the functions list.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 The New Calculation dialog box will appear. pasting both into the calculations field. Then select from the list of values to show either Selected items. 45 . etc. Then select OK to create the calculated item. First give the calculation a name. Functions.
Building Complex Calculations Discoverer allows complex calculation using a combination of SQL functions and folder items. 46 . The steps are similar to those for creating a simple calculation.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 The calculation will appear in the Calculations Dialog box with a checkmark beside it. add the folder items to the calculation and select OK. Then the calculated item will be added to the report. Select OK in the Calculation dialog box. which indicates that the calculation is applied to the worksheet. Available Functions Some of the available functions are: Analytic: A set of Oracle 8i functions to perform business analyses. In the Calculation field type in the SQL code for the function to be performed.
Numeric: Single row numeric functions that return numeric values.e. Create the condition. Open a New Condition dialog box. i. To do this. follow these steps: 1.. sum of two items. Other: Single row that do not apply to any other grouping. 2.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. String: Single row character functions that return character values. 3. the Edit Calculation dialog box will appear. Select Create Calculation from the Item drop down list.0954 Conversion: Single row functions that will convert one data type to the same or another data type. Date: Calculates arithmetic operations on dates. Using a Calculation in a Condition Discoverer allows a condition to be combined with a calculation. Select Ok. 47 . Group: Calculates the reporting functions.
Name the Parameter.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 3. 48 . Select Tools/Parameters from the menu 2. Create the parameter in the Edit Parameter dialog box. Select New in the Parameter Dialog box. Passing a Parameter to a Calculation Discoverer allows a custom calculation that uses a user prompt as part of the calculation. Follow these steps: 1. Select OK.0954 Then to apply the condition created in the New Condition Dialog box. Select NONE in the For Item Field.
0954 4. It will add the new column to the worksheet. Percentages 49 . 6. enter the parameter name. In the calculation string. . 5. where needed. preceded by a colon(:). Or paste it from the Parameter folder. Create the calculation using the Edit Calculation dialog box.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Apply the calculation. Then the calculation will complete using the answer provided. Answer the prompt.
0954 Calculating percentages of numbers is a data analysis task. select the New button. The New Percentage dialog box opens. The first box in the top left hand corner of the dialog is where the name for this percentage is applied. specify the data to use to calculate a percentage. On the right side of the dialog box select whether the grandtotal number to show along with the percentage. Then select whether it will be a grand total percentage or a sum of each change. 50 . Then select OK. Then select from the drop down list which data point to use for the calculation of the percentage.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. This is done is step 8 of the workbook wizard. There is drop down list of the label choices. To create a percentage. When using the Percentages feature. Select if this percentage is for all sheets or just this one. select the desired label.
Then select the Percentage tab. This will open up the Edit sheet dialog box to the percentage tab. and select the Edit button Select here to edit This opens the Edit Percentage dialog box. Make the changes necessary and select OK. select the Edit Worksheet icon. To edit an existing Percentage. 51 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Percentages can be added to an existing sheet by using the menu Tools/Percentages. From there the steps are exactly the same.
In a crosstab report. such as an average or a sum to the values in a column. In the tabular report. Select location for the total to be displayed. The New total Dialog box will open. In a new worksheet.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select the New button. The options will change depending on the type data being totaled. the value can either be displayed below the column or to the right of the column. 52 . totals are applied in step 9 of the wizard. Select from the drop down list for the type total to display. Select on the data point drop down list and select the data point to use for the total.0954 Applying Totals Totals and Sub totals are the result of applying a function. the sub total or total appears below the value in the column used for the calculation.
Select the Edit button. Then from there it is the same as above. • Menu: Select Tools/Total to bring up the Edit Sheet/Totals Tab dialog box. and then select the Total Tab. Make the required changes and select OK. 53 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. o Select the Percentages icon. They are: • Toolbar: o Select the Edit Worksheet icon. select Tools/Totals from the menu.0954 Then select OK. There are several other ways to add to totals to a report. To edit the total. The Edit Total dialog will appear.
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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 4: Graphs Using Graphs in the Reports Graphing Terminology Selecting the Correct Graph Type Create Graphs Using the Graph Toolbar Saving the Graph Deleting Your Graph 54 54 54 55 58 58 58 55 .
or data points that show in each of the different types of graph. For example. Discoverer only allows one graph per worksheet. Any changes to the data in the worksheet. Each of these will have several sub-type variations within them. First delete the old graph and create the new. Label Legend Selecting the Correct Graph Type When using Discoverer to present the data in a graph. Discoverer includes the following types of graphs: area. An example of this is in the Area Graph. line. The Graph Wizard helps create and edit the graph used in the report. and Stacked Area. If there is a graph already in a worksheet. Graphs are also automatically saved with the worksheet. b. Most of the sub-types have a 3-D effect that can be turn on or off by using the 3D-Effect check box. They are the bars. to create a totally new graph. The graph can also be used as an analysis tool to visually highlight trends.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. and then create the graph for the new worksheet. Creating a Graph 56 . The Marker is a graphical object that represents data values. Duplicate the worksheet to create a new worksheet. The label is the text attached to the marker.0954 Using Graphs in the Reports By using a graph. slices. Group Marker In a graph. the sub-types are Area. pie. and several others. doe the following: a. bar. the group is a subset of the displayed data. there are 12 graph types from which to choose. The legend explains the markers in the graph. scatter graphs. in a stacked bar graph. Percent Area. The text will show things like the total at the top of a bar in a chart. each stack of bars is a group. It will explain what each color means on the chart. showing the new data. areas. there is a pictorial presentation of the data in the report. Graphing Terminology The following are the terms used by the Graph Wizard. the graph will automatically update.
If the check box for the 3D Effect is active. 3. Then type in the title. or other worksheet information. In the description box on the bottom of the wizard will be a description of the purpose of each type graph. Discoverer saves the settings for the next graph. Select the Insert button to insert a date. Then select the sub-type graph to use. and then select the item to add. and Layout Dialog box will appear. put a check in the Show Title box. To create a graph 1. The Titles. Select Graph from the menu. To add a title on the graph.0954 Discoverer utilizes a Graph Wizard to create a graph of the worksheet data. Select the Font button to choose the font and color you want the title. To use the previous settings. choose New Graph and the Graph Wizard appears. select it to make the graph appear to have more depth. Every time the Graph Wizard is used. Then select Next. Select type of graph by selecting on the icon for the Graph type. 2. just select Finish. time.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 57 . Totals.
“What would you like to display in your graph?” by selecting one of the radio buttons. then the X-Axis dialog box will appear. 8. 5. Put a check mark in the box to Show null values as zero to show all null values as a zero marker on the graph. Select the Pie Chart Options button to open the Pie Chart Dialog box.0954 4. Select the item for the chart to show. Select the radio button to choose to graph the row or the column of data. For a pie chart. proceed to step 10. then select OK to return to the Title. 58 . • Both Data and Totals to graph everything in the worksheet. Totals. Otherwise the null values will not be shown in the graph. this only graphs one column or row at a time. A pie chart shows the value as parts of a whole. Answer the questions and make the appropriate selections in this dialog box and select Next. and Layout dialog box. Answer the questions and make the selections on this dialog box and select Next. Select Next. Then the Y-Axis dialog box will appear. • Totals Only to graph only the data in the totals row of the worksheet.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Skip the next step if NOT creating a pie chart. 7. 6. If not creating a pie chart. • Data Only to graph all the data point values of the worksheet excluding any totals. Then answer the question.
The Legend dialog box will appear. Then select Next. 59 . Select Next. 11. select to show pop-ups. etc. choose line width and colors. If creating a Dual-Y graph. The Plot Area Dialog box will appear.0954 9. the Y2-Axis dialog will appear. repeat step 8. Do any of the following: choose background colors. 10.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Make the necessary selections and select Finish.
Using the Graph Toolbar When working with graphs. With the toolbar. A warning message will appear. text alignment.0954 12. changes to the fonts. Saving the Graph When the worksheet is saved. 60 . the graph will be updated automatically. There select the position for the graph. After a short delay. the graph is automatically saved. To reposition the graph if required by selecting from the menu Graph/Display Graph. and graph type can be made. Select Yes to delete. the graph will appear.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. there is a Graph Toolbar that will be available to make changes to the appearance of the graph without having to go back into the graph wizard. Deleting the Graph To delete the graph go to the Graph menu and select Delete Graph. colors. If any changes are made to the data in the worksheet.
Printing and Sharing Exporting Results Exporting to Microsoft Excel and HTML Printing Workbooks Sharing the Workbooks 60 62 63 64 61 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 5: Exporting.
2. Discoverer also provides a shortcut to either Excel or HTML on the toolbar and the file menu since both of those formats are so popular in the business world. select the export format from the pull down list.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. the report as seen on the screen appears as close as possible in the other applications. Using the Export Wizard. On page two of the wizard. Discoverer provides the Export Wizard. From the menu choose File/Export 3. The Export wizard will open. 4. then select the location and file name for the export of the file. To export to other applications 1. 62 . Then select Next. To export a workbook into popular application formats such as Microsoft Excel or HTML.0954 Exporting Results Discoverer utilizes an Export Wizard to assist in sharing the workbooks with others. Answer the questions on this page then select Next. Open the workbook to export.
Choosing the supervised export. 63 . Select Finish to export the worksheet. Discoverer occasionally will give alert messages on run time or database returns more information than the maximum. With the unsupervised export all alert messages are ignored. if there is a graph. 7.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 6. Then select Next. On page three of the wizard. Then select Next. these alert messages will be seen. answer the questions in the Choose Parameter page. choose either to have the export run supervised or unsupervised.0954 5. If there are any parameters in the report. select the size of the graph. On page four of the wizard.
showing the status of the export. making sure that if it is a paged report the page to export is open.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Open the worksheet 64 . Depending on the browser. 2. An Export log will appear. 3. To Quickly save as HTML 1. the download dialog box appears.0954 The worksheets are saved in the format selected and in the directory selected. Exporting to Microsoft Excel and HTML formats The Excel and HTML icons on the toolbar help to quickly export the workbook from Discoverer to Excel and HTML Icons To Quickly Export to Excel 1. Select the File/Export to Excel menu option or select the Export to Excel icon on the toolbar. Open the worksheet to export into Excel. Select the correct option and select OK.
3. 65 . Printing Workbooks and Graphs Discoverer provides a Print Wizard to assist printing worksheets and graphs. This is a 3-page wizard. Utilizing this wizard what is seen on the screen will be printed out the same way on paper. Open the worksheet to print. If the worksheet is a paged table or crosstab. 2. the wizard will go to page two. Select the menu option File/Print. To print worksheets and their graphs 1. then each page of data will have to be printed individually. Answer the questions. If printing a sheet that contains a graph or if printing a graph only.0954 2.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select Next. The exported worksheet is saved to the default file location for the browser and is now displayed on the browser. 3. Select Next. Select the File/Export to HTML menu option or select the Export to HTML icon on the toolbar. since Discoverer prints exactly what is seen on the screen. Select the options for the graphs being printing. 4. The Print wizard will appear.
0954 5. To share one workbook with several people: 66 . Discoverer occasionally will give alert messages on run time or database returns more information then the maximum. analyze. and print the workbook.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Share multiple workbooks with one person. choose either to have the print run supervised or unsupervised. Select Next. There are two ways to do this: • • Share one workbook with multiple people. Sharing the Workbooks By sharing the workbook. it allows other people who have access to the database to view. these messages will be seen. all alert messages are ignored. On page four of the wizard. Utilizing the unsupervised print. 6. If the worksheet contained Parameters. Select finish to print the worksheet. Choosing the supervised print. a Print Parameter Page dialog box appears. Note: If exporting or printing a paged-worksheet then repeat the above steps until every combination is either exported or printed. answer the questions.
To share several workbooks with another person: 67 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select the Workbook->User tab. 4.0954 1. Select the name of the workbook and then select the names of the users to share this workbook with. Select OK. 3. 2. Select menu File/Manage Workbook/Sharing. The Share Workbooks dialog box appears.
Select OK. Select menu File/Manage Workbook/Sharing. Select the Users name and workbooks to share. 4. 3. Select the User->Workbook tab. The Share workbooks dialog box appears. 2. 68 .0954 1.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 1: User Report File new Create a new workbook from wizard (Step 1 of wizard) Select Table Click Next Select Business Area “ADMINISTRATION” (Step 2 of wizard) Open COR_USER Select the following: FNAME LAST_LOGON_DT LNAME PHONE PROFILE_CD USER_LOGON Click Next Arrange the columns in the following order: (Step 3 of wizard) LNAME. FNAME. PROFILE_CD.0954 69 . and LAST_LOGON_DT Click Finish Release 4. USER_LOGON. PHONE.
0954 File New Create a new workbook from the wizard Select Table (Step 1 of wizard) Click Next Select Business Area “ADMINISTRATION” (Step 2 of wizard) Open folder “COR_EMPLOYEE” Select the following: ACTIVE_IND ALT_EMP_CD FNAME LNAME POSITION_DESC START_DT Open folder “COR_EMPLOYEE_ZONE” Select ZONE_CD Click Next Arrange the columns in the following order: (Step 3 of wizard) ALT_EMP_CD. POSITION_DESC. ACTIVE_IND Click Next three times to skip the next two steps of the wizard Click the Add button on Sort dialog window (Step 6 of the wizard) Select LNAME. ZONE_CD Click Finish 70 . FNAME.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 2: Employee Report Release 4. START_DT. LNAME. ZONE_CD.
0954 71 .): Click the Edit Worksheet Icon or Menu/Sheet/Edit Sheet Remove POSITION_DESC Click Finish Observe the difference in the two reports Release 4.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 2 (cont.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 3: Quick Inventory Count Release 4.0954 File New Create a new workbook from the wizard Select Page-Detail Table (Step 1 of wizard) Click Next Select Business Area “MATERIAL” Open folder “MAT_INVENTORY” Select the following: “COUNT” of SERIAL_NR NSN ISSUEPOINT_CD ITEM_NAME Arrange the columns in the following order: (Step 3 of wizard) PAGE ITEMS: ISSUEPOINT_CD ORDER FOR THE REST: NSN. ITEM_NAME. SERIAL_NR COUNT Click Next Change the heading SERIAL_NR COUNT to read # ON HAND (Step 4 of wizard) Click Next twice Add a sort order for NSN Click Finish Observe several Issue Point inventories 72 .
Sort items in the following order: ZONE_CD.0954 File New Create a new workbook from the wizard Select Table (Step 1 of wizard) Click Next Select Business Area “MATERIAL” Open folder “MAT_ISSUE” Select the following: “COUNT” of SERIAL_NR NSN PRODUCT_NR ITEM_NAME ZONE_CD Arrange the columns in the following order: (Step 3 of wizard) ZONE_CD. PRODUCT_NR Click Finish 73 . ITEM_NAME. NSN. NSN (group sort). SERIAL_NR COUNT Click Next Change the heading SERIAL_NR COUNT to read # OF ISSUES (Step 4 of wizard) Click Next twice to get to the Sort Dialog box.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 4: Issues by MSDS by Zone Release 4. PRODUCT_NR.
ISSUEPOINT_CD Change the crosstab layout to the following order: Left Axis: ISSUEPOINT_CD Top Axis: Data Point: SERIAL_NR COUNT.SERIAL_NR COUNT MAT_ISSUEPOINT. INV_STATUS Click the Finish button Save this report as Exer_5 Release 4.INV_STATUS MAT_INVENTORY.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 5: Inventory Count per Status Create a new report in a crosstab format. Select the following fields: MAT_INVENTORY.0954 74 .
FNAME COR_EMPLOYEE.ZONE_CD Arrange the table in the following order.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 6: Employee Listing by Zone Create a new report in a table format. ALT_EMP_CD Click the finish button Release 4. LNAME. FNAME Sort the report as follows: ZONE_CD = Group Sort. ZONE_CD. Select the following fields: COR_EMPLOYEE.0954 75 .ALT_EMP_CD COR_EMPLOYEE.LNAME COR_EMPLOYEE_ZONE. ALT_EMP_CD.
NSN Click Next Arrange the columns in the following order: ISSUEPOINT_CD. DATE_OUT.MFG_PART_NR MAT_PRODUCT_CONTAINER.0954 Create a new workbook Select Table Click Next Select Business Area “MATERIAL” Select the following: MAT_ISSUE.ISSUEPOINT_CD MAT_ISSUE. Adding Conditions Leave the checkmark for Generate name automatically checked Type in a description something like ISSUEPOINT_CD = BASE Select ISSUEPOINT_CD from the item column Select operator “=” in the condition column Type in value of “BASE” in the value column Click OK button Click the New button to add a second condition Type in a description something like DATE_OUT greater than 01-Jan-2002 Select the DATE_OUT from the item column Select the operator of >= from the condition column Type in value of 01-JAN-2002 in the value column Click the OK button Click the Next button Click the Add button in Sort step of the wizard Select ISSUEPOINT_CD (group sort) & NSN (group sort) Click the Finish button 76 .SERIAL_NR-DETAIL MAT_PRODUCT_CONTAINER. NSN.DATE_OUT MAT_ISSUE. MFG_PART_NR.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 7: Issue Report Release 4. SERIAL_NR Click Next skip step 4 Click Next Click the New button.
0954 77 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.
NSN (Utilize join between PRODUCT CONTAINER & ISSUE_COMPLETE) Arrange the fields in the following order: ISSUEPOINT_CD. SERIAL_NR.SERIAL_NR DETAIL MAT_PRODUCT. KGRAMS_OUT_QTY.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 8: Issue Detail by Issuepoint Release 4. The report should have the following fields in it: MAT_ISSUEPOINT.ITEM_NAME MAT_PRODUCT_CONTAINER.0954 Create a new table report.KGRAMS_OUT_QTY DETAIL MAT_ISSUE. NSN. KGRAMS_IN_QTY Ensure the box to “Hide Duplicate Rows” is checked.ISSUEPOINT_CD MAT_ISSUE. totaling on KGRAMS USED Create a new parameter for the ISSUEPOINT_CD. using an operator that will allow for the use of a wildcard. Create a calculation called “KGRAMS USED” Create a total for each change in ISSUEPOINT_CD. ITEM_NAME. Click the Finish button 78 .KGRAMS_IN_QTY DETAIL MAT_ISSUE.
CHEM_NAME BLDG_CD.KGRAMS_IN_QTY SUM MAT_PRODUCT_INGRED.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 9: Issue report by CAS # by BLDG Create a new report in table format Select: COR_BUILDING.0))*CALC_PERCENT BLDG_CD (Group Sort). Select COR_BUILDING. KGRAMS_OUT_QTY (Hidden).0954 Click Next Arrange Columns: Click Next three times in-order to reach Wizard Step 6.BLDG_CD.CHEM_CAS_NO MAT_PRODUCT_INGRED.BLDG_CD MAT_ISSUE.KGRAMS_OUT_QTY SUM MAT_ISSUE.” 79 . KGRAMS_IN_QTY (Hidden) Select KGRAMS_QTY_OUT SUM & KGRAMS_QTY_IN SUM inserting into proper place of calculation listed above. CHEM_NAME. and go to MAT_PRODUCT_INGRED. Sum INGRED_USED. sub-total by CHEM_CAS_NO Create Parameter: Click on Tools Menu. Parameters. Totals. Enter Prompt and description if desired. CHEM_CAS_NO. Choose ‘=’ as the operator. Sort By: Click Next Create Calculation: ‘INGRED_USED’ = (KGRAMS_QTY_OUT SUM – NVL(KGRAMS_QTY_IN. Enter a Name. Show All Available Items. & CHEM_NAME Release 4. Ensure the box is checked to “Let other users select multiple values. CHEM_CAS_NO. Select CALC_PERCENT Click Finish Create Total: Click on Tools Menu.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 80 .
WST_CONT_CD WST_WCS.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 10: Waste Container List by WCS Create a page table report Select the following: WST_CONTAINER.BLDG_CD WST_WCS.0954 81 .ACC_START_DT WST_CONTAINER. ACC_START_DT Add the following conditions: “CERT FILL DATE IS NULL” “ACC_START_DT IS NOT NULL” Sort: WCS_CD (group).WCS_CD TABLE LAYOUT: Page item: BLDG_CD Table items: WCS_CD. WST_CONT_CD Release 4. WST_CONT_CD.
ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 11: Consolidated Container Report Release 4.0954 Create a new table Select the following: WST_CONTAINER. CONSOLIDATED_IND (HIDDEN) Conditions: “CONSOLIDATED_IND = Yes” 82 . WST_CONT_CD.WST_CONT_REUSE_IND Table Layout: DEST_CONT_CD. WST_CONT_CD.DEST_CONT_CD WST_CONTAINER.WST_CONT_CD WST_CONTAINER. WST_CONT_REUSE_IND Sort: DEST_CONT_CD (GROUP).CONSOLIDATED_IND (Y) WST_CONTAINER.
KGRAMS_IN_QTY Sort: WST_CONT_CD (GROUP). SERIAL_NR. SERIAL_NR Release 4.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 12: Hazmat Tracked to a Waste Container Create a table Select the following: WST_CONTAINER_HAZMAT.0954 83 .WST_CONT_CD Table Layout: WST_CONT_CD.SERIAL_NR DETAIL WST_CONTAINER.INV_KGRAMS_QTY DETAIL WST_CONTAINER_HAZMAT.
PROF_NAME (GROUP). EPA_CD Release 4. EPA_CD. PROFILE_NAME. EPA_CD_DESC Sort: PROFILE_NR (GROUP).EPA_CD WST PROFILE EPA.PROF_NAME WST PROFILE.PROFILE_NR WST PROFILE EPA.0954 84 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 13: Profile List with EPA Codes Create a table Select the following: WST PROFILE.EPA_CD_DESC Table layout: PROFILE_NR.
0954 Exercise 14: Inventory Status Count Chart Utilizing the report created in exercise five. add a graph to the report. Type in title “Inventory Count on Hand. if you wish to change colors for the chart items select each color for them.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.” Select to show data only. check the “Show labels for all tick marks on axis. Click Next On the X-axis. 85 . Using the graph wizard. Select the Bar Graph. Click Finish.” Click Next Ensure all checkmarks for the scale of the Y-axis are set to “Set automatically” Click Next Select background color for you chart. Select to show title. Check the graph series by columns. Click Next Select show legend by clicking the check mark in front of “Show Legend” Select the placement of the legend. Uncheck the “Null value as zero” box.
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