P. 1
Discoverer Plus Student Guide

Discoverer Plus Student Guide

|Views: 162|Likes:
Published by dreamsramu

More info:

Published by: dreamsramu on Sep 21, 2011
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

07/18/2012

pdf

text

original

Discoverer Plus Customizing & Analyzing Data in Your Reports

Student Guide

Copyright © 2001, 2010, Oracle & The University of Virginia. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free.

Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Editor: M. Reitz mr9x@virginia.edu

This book was published using:

Oracle Tutor

Table of Contents
Introduction to Discoverer Plus [EDU3301U] ................................................................................................1-1 Introduction to Discoverer Plus ......................................................................................................................1-3 What is a Query? ...........................................................................................................................................1-4 Reporting Requirements and Query Development.........................................................................................1-6 Where to Get Helpful Information ...................................................................................................................1-10 Getting Started in Discoverer Plus [EDU3302U]............................................................................................2-1 Sign-on ...........................................................................................................................................................2-4 Click the icon for Discoverer Plus:..................................................................................................................2-5 Useful Information about using Discoverer 10g..............................................................................................2-6 Managing Queries [EDU3304U].......................................................................................................................3-1 Setting Options to run a query........................................................................................................................3-3 Discoverer Plus - Setting Options [NAV3309U]..........................................................................................3-4 Discoverer Plus - Setting Advanced Options [NAV3312U] .........................................................................3-7 Discoverer Plus - Workbooks - Managing Worksheets & Workbooks [NAV3313U] ...................................3-9 Discoverer Plus - Exporting to Excel [NAV3303U] .....................................................................................3-14 Discoverer Plus - Scheduling a Workbook [NAV3302U] ............................................................................3-20 Discoverer Plus - Worksheets - Customizing Worksheets [NAV3311U] ....................................................3-27 Applying & Creating Conditions & Parameters [EDU3306U].......................................................................4-1 Applying & Creating Conditions & Parameters ...............................................................................................4-3 Applying Conditions .......................................................................................................................................4-4 Discoverer Plus - Conditions Adding Existing Conditions to a Worksheet [NAV3317U] .............................4-5 Discoverer Plus - Conditions - Creating Conditions [NAV3316U]...............................................................4-7 Discoverer Plus - Conditions - Creating Advanced [NAV3318U]................................................................4-13 Grouping Conditions [NAV3318U] ..............................................................................................................4-14 Nested Conditions [NAV3318U] .................................................................................................................4-16 Parameterized Conditions [NAV3318U] .....................................................................................................4-20 Creating a Parameterized Condition [NAV3318U] .....................................................................................4-26 Group Sorts & Totals [EDU3308U]..................................................................................................................5-1 Group Sorts & Totals......................................................................................................................................5-3 Group Sorts and Totals ..................................................................................................................................5-4 Discoverer Plus - Sorting [NAV3319U] .......................................................................................................5-5 Creating Totals [NAV3320U] ......................................................................................................................5-8 Creating Calculations and Percentage Items [EDU3309S] ...........................................................................6-1 Creating Calculations .....................................................................................................................................6-3 Passing a Parameter to a Calculation ............................................................................................................6-8 Creating Percentages ....................................................................................................................................6-9 Creating Queries in Discoverer Plus [EDU3303U].........................................................................................7-1 Creating a Query ............................................................................................................................................7-4 Overview ........................................................................................................................................................7-5 Discoverer Plus - Queries - Creating a Query [NAV3310U] .......................................................................7-6

Introduction to Discoverer Plus
Chapter 1

Copyright © Oracle, 2009. All rights reserved.

Introduction to Discoverer Plus Chapter 1 - Page 1

Copyright © Oracle, 2009. All rights reserved.

Introduction to Discoverer Plus Chapter 1 - Page 2

All rights reserved. Introduction to Discoverer Plus Chapter 1 .Introduction to Discoverer Plus Section Objectives At the end of this section you will be able to explain to the instructor: • How to determine when to create a new query. 2009. Copyright © Oracle. • Why you would need to create a new query. • Where to get help in working with Discoverer Plus.Page 3 .

decision support. Folders: Folders store details about groups of related information. and presentation of results. Copyright © Oracle. cross tabs created. Folders map to database tables. For example. reporting requirements. Knowledge of your business. to views. your Discoverer administrator tailors the grouping of data to provide you with the proper access to the precise data needed for analysis. reporting requirements. or to combinations of tables and views. allowing the end-user to analyze data from many different angles with one basic query to give you the data you need to make informed business decisions. while information about the courses is stored in another folder. Discoverer is a tool with a similar look and feel to Microsoft Excel. and the database. etc. and to analyze and create reports based on that data. details about student course loads may be stored in one folder. Data sets can be sorted. we actually create a query. will be critical in designing and running an effective query..Page 4 . It uses workbook wizards to guide you through all the steps you need to create a query. and the database? • Your Business − Know your organization − its objectives − what it does − and how it does it • Your Reporting Requirements − Things you need to know about your business − Things you want to know about your business • The Database − Know what data is available and its relevance to your business − Know from which business area you will be obtaining the information Knowledge in these three areas – the business. Organizations invest a lot of money in developing them. • To define the “question” you need to understand the data available to you. Using Discoverer's Administration Edition. However. What is a query? • A query asks the database a question. When we create a report in Discoverer. will be critical in designing and running an effective query. What are we referring to when we say know your business. Key Terms Business Area: A Business Area is a logical grouping of database tables or views that apply to your specific data requirements. and what you want the end result to be. Traditionally. where and how you can access the data. your reporting requirements. the exact combination of tables and views for each department is usually unique. users and viewers of Discoverer can rearrange the data received from a query. Although some of the data you need may be the same. and the database.What is a Query? Discoverer is a powerful query and analysis tool developed by Oracle that enables end-users to view data stored in the database. 2009. sequences changed. Predefined reports and queries are the heart of most information systems. All rights reserved. Introduction to Discoverer Plus Chapter 1 . queries and reports are fixed and impossible for the end-user to change.

Queries: A query is composed of query items and retrieves information from the database. 2009.Page 5 . A worksheet contains information retrieved from the database based on the items selected in the query. However. Workbooks contain one or more worksheets. Rows: A folder or item consists of any number of rows. Items map to columns in a database table. Running a query produces a report.Items: Folders are composed of items. Each item has a name and contains a specific type of information. All rights reserved. Workbooks and Worksheets: Discoverer uses workbooks. Introduction to Discoverer Plus Chapter 1 . each of which represents all the information about one member of that folder. and does not save the results of that query. Discoverer saves the (query) only. This feature of Discoverer has the same look and feel as Excel workbooks and worksheets. Copyright © Oracle.

2. 1 1. Determine the restraints required. 2009. 7. 3. 6. 3. 4. Determine if the data required is captured in IS and in which tables. 5.Page 6 . Review Predefined reports in IS to determine whether the report you need already exists. Describe additional elements that would enhance the data.Reporting Requirements and Query Development Discoverer Plus Query Design Business Purpose Query Designer Requestor TASKS 1. Introduction to Discoverer Plus Chapter 1 . 2. 2 Additional desirable elements Data Elements Required IS Module Location of data Intended Report Audience Date Requested Date Required Copyright © Oracle. All rights reserved. 4. Define all elements required. 5. What is missing? Is it available? 6.

3 Request Details Is data captured in IS? Which Module or Modules? Which form within the module(s)? Level of access needed to see the data in IS? 4 Predefined reports review 1. 4. 2009.Page 7 . Copyright © Oracle. Introduction to Discoverer Plus Chapter 1 . 3. 2. List predefined report(s) that come close to what I need. 6. All rights reserved. 5.

4. Develop your query based on the following preliminary steps: • Step 1: Ask yourself. 3. 6. 2009. 5. Needed Data elements not included in reviewed predefined reports Available? Y/N 2. 6 1. what information do I already have? • Step 2: Ask yourself. 2. consider your reporting requirements. Constraints/Conditions/Parameters Required Date constraint needed? Date range needed? Limit by Org? If Yes / specify preference To design an effective query. what do I need to know? Copyright © Oracle. All rights reserved. 5.Page 8 .5 1. 3. Introduction to Discoverer Plus Chapter 1 . 4. 6.

you will want to format the report so that it is easy to read.) Once you have completed this process. The information that is available to the end-user is defined by the responsibility assigned through SIS. what would I like to know? Step 4: Use an incremental approach . What you see when you log onto Discoverer is the EUL. You can include items from a folder in your query only if you have access to the business area that contains the data. related folders are grouped into business areas (Lists). It maintains all the links between you and the underlying database. Discoverer provides read-only access to the database. Whenever you create a Discoverer Query. Whatever the administrator or the end user does with Discoverer. • • Role of the Discoverer Administrator It is the responsibility of the discoverer administrator to create and maintain the End User Layer. Introduction to Discoverer Plus Chapter 1 . All rights reserved. including the following: • Defining business areas • Controlling user access • DB Security • Creating the List(s) of Values (LOV) • Creating views and joins End User Layer The End User Layer (EUL) is the interface between you and the database. you are ready to create the query and find the data that will answer the proposed questions.Step 3: Ask yourself. • Step 5: Document the “why” behind development and “what” the query is supposed to do and “who” requires this information.Page 9 . The EUL is a metadata repository that preserves the database’s data integrity. It provides a history of the development process and a point of reflection. 2009. it is converted into a Structured Query Language (SQL) statement by the EUL. and the conceptual view of the database.don’t try to answer every question by using one query. Copyright © Oracle. it affects only the metadata in the EUL and not the database. Data Access Within the End User Layer. (This step is helpful should your reporting requirements change. After obtaining a working query. attractive and logically organized. Different users will see different folders within a business area due to database security. The Discoverer Administrator performs many functions.

Page 10 . McGraw-Hill Copyright © Oracle.Where to Get Helpful Information Learning Discoverer Online Help: Select Help—>Help Topics to search the Help system for a particular topic. Introduction to Discoverer Plus Chapter 1 . Oracle Discoverer 10g Handbook: ISBN 0-07-226214-1 Michael Armstrong-Smith and Darlene Armstrong-Smith. 2009. All rights reserved. Oracle Press.

2009. Getting Started in Discoverer Plus Chapter 2 . All rights reserved.Getting Started in Discoverer Plus Chapter 2 Copyright © Oracle.Page 1 .

Getting Started in Discoverer Plus Chapter 2 .Copyright © Oracle.Page 2 . 2009. All rights reserved.

Getting Started in Discoverer Plus Chapter 2 .Section Objectives At the end of this section. with the help of the instruction manual and the online help files you will be able to: • Sign on to iods for Finance and HR reports • Sign or to CSRPT for SIS reports Copyright © Oracle. All rights reserved. 2009.Page 3 .

Page 4 .edu/Integratedsystem Copyright © Oracle.Sign-on Make sure the VPN is connected. Getting Started in Discoverer Plus Chapter 2 . Internet Explorer. Navigate to the IS Home Page: http://www. Launch Internet Explorer from Start.virginia. 2009. All rights reserved.

Getting Started in Discoverer Plus Chapter 2 .edu) − Password: Enter the password you have been assigned.Click the icon for Discoverer Plus: − Discoverer Finance/HR or Discoverer SIS − User Name: Enter your UVa computing id (do not include @virginia.Page 5 . 2009. or have chosen Database: − For SIS it is: CSRPT Database: − For Finance/HR it is: iods Responsibility: − UVA ODS Specialist − UVA ODS Specialist-Limited − UVA ODS Specialist-Restricted Copyright © Oracle. All rights reserved.

e. then it becomes your report. menu bar vs icons.Useful Information about using Discoverer 10g We suggest that you change the number of Workbooks in recently used list from 0 to 9. SAVE your work often. A query is simply a question you ask the database.. etc. you will be prompted to [Save] and [Close] the workbook that is currently open. a workbook can contain many worksheets. When you save the query. Usually you can find another way to perform the same task (i. calculations. etc. It saves the formatting. there are just times when Discoverer 10g acts a little bit erratic. or maybe a function you’re trying to use just doesn’t behave as usual. Discoverer will re-query the database.) However. In addition to the time-outs. • Discoverer for SIS times out after 30 minutes of inactivity and for HR/FIN after two hours.. When you begin to create a report. • • • • • You can only have one open workbook per browser session however. you are actually creating a query. Changes made in the IS and SIS during the day will be available the following morning. All rights reserved. Saving often is always a good idea. the data will be up to date. conditions. If you wish to open a new workbook. The results of your query may be different each day according to the information that was entered into Production on the prior day. − Designate the number of recently used workbooks (9 is the max) to see a list of recently used workbooks. Getting Started in Discoverer Plus Chapter 2 . [Options]. You may find that your toolbar icons have grayed out. etc. rather it saves the “question” you have defined to create your query. conditions. Discoverer does not save the results of your query. The next time you open your report. 2009. • With a workbook open. Copyright © Oracle. − − − − items. and the [General tab]. from the menu − Select [Tools]..Page 6 . The Reporting Database is refreshed seven days a week. so the first thing each morning. You can open additional instances of Discoverer Plus by launching a new browser session. with your formatting. you may just wish to rest for a while and come in later to continue.

Managing Queries Chapter 3 Copyright © Oracle. Managing Queries Chapter 3 . All rights reserved. 2009.Page 1 .

All rights reserved. 2009. Managing Queries Chapter 3 .Page 2 .Copyright © Oracle.

Setting Options to run a query Section Objectives At the end of this section. 2009. All rights reserved. referring to the manual and the online help. you should be able to: • Set your options • Distinguish between management of Workbooks and Worksheets • Edit the name and description of Workbooks • Edit the name and description of Worksheets Copyright © Oracle. Managing Queries Chapter 3 .Page 3 .

2. • Run a query automatically means that as soon as you open the workbook the query runs and you get the results worksheet. The default option is set at ‘Ask for confirmation’ resulting in the appearance of this familiar decision box when you open a workbook.Page 4 .Discoverer Plus . Select the Run option that you want. All rights reserved. Enter [9] in the number of workbooks to show in recently used. Don’t run query (leave the sheet empty). Managing Queries Chapter 3 . If you want the results windows to appear. • You can select the number of recently used workbooks list so that you can select a workbook you run often without searching for it.Setting Options Discoverer Plus Enter connection details > Go > Cancel > Blank Workbook > Tools > Options General 1. Copyright © Oracle. 2009. • you need to select the Refresh icon. You change this setting to ‘9’.

− Column Headings. Since the database is refreshed nightly. – probably won’t need Sheet 4. Copyright © Oracle. Summary Data: The data administrator creates and refreshes summarized tables. Gridlines • If you are currently in a table report. the Options dialog box has a Table tab • Two Style options are available for crosstab layouts: − Inline and Outline. Select [Query Governor] tab.Query Governor 3. 2009. Managing Queries Chapter 3 . • Limit retrieved query data to a certain number of rows • Retrieve data incrementally in groups of a certain number of rows – no need to change • Cancel list of values retrieval after a preset amount of time. Row numbers. We recommend you leave unchecked: • Warning me when the limit exceeds a certain number of seconds or minutes • Prevent a query from running longer than a certain number of seconds or minutes. Select [Sheet] tab. Query Governor: You can cancel a query while it is running. there is no need to make a selection in the Summary Data area of this window.Page 5 . All rights reserved. • Set your preference of layout formats.

using the Format tab. Copyright © Oracle. but will appear in the next new workbook. • Title: You can create a new title by default. All rights reserved.Page 6 . 2009. Select [Formats].Formats 5. Managing Queries Chapter 3 . • Set formatting for all future worksheets. the title will not appear in the current workbook.

2009.Joins are a basic relational construct for combining information between folders. or whether you should disable this feature. however. You can have more than one join path between two folders. For example. • There are times. but if you are unsure as to the results. Managing Queries Chapter 3 . Disable fan-trap detection: 2. Leave unchecked [Disable] fan-trap detection. please phone the Help Desk (434-924HELP) and ask to have your case escalated to the Reports team. Joins Joins are defined by the administrator. there can be two joins between the SR Schedule of Classes folder and the SR Class Meeting Pattern folder: • An equijoin that contains all courses offered by a department • An outer join that contains the days of the week that the courses will be taught Copyright © Oracle. • A fan trap. • Disabling fan-trap detection may be necessary. • Use the Refresh Worksheet icon when you are ready to run your query.Discoverer Plus . All rights reserved.Page 7 . you may get the message “Invalid join configuration – includes a master with two separately joined detail folders”. The most common manifestation occurs when a master table is joined to two detail tables separately and results in incorrectly aggregated measures.Setting Advanced Options Discoverer Plus Enter connection details > Go > Cancel > Blank Workbook > Tools > Options Advanced tab 1. in very simple terms. you may want to disable automatic querying. An example would be if you need to use data from three or more folders. Check [Disable] automatic querying from database • If you create a lot of workbooks. is a SQL query that gives you unexpected results. when you may need to disable fan-trap detection.

All rights reserved. Discoverer will not check for multiple joins and will use all joins defined between the folders. Managing Queries Chapter 3 . Do not disable multiple join path detection. 2009. • If you disable multiple-path detection. Copyright © Oracle.Multiple Join Path Detection: 3. • A multiple join path occurs when two folders have more than one join relationship defined between them.Page 8 . • This may very well result receiving incorrect data.

Managing Worksheets & Workbooks Workbooks contain one or more worksheets.Discoverer Plus . Select [Edit. 2009. Copyright © Oracle. • You can save multiple versions of the same query as separate worksheets in a single workbook. Run a query. Create a default worksheet title. • You can group queries used frequently in a single workbook. This will insert the default title you created. 6. Select [Edit. Select [OK]. 3. Managing Queries Chapter 3 . Worksheets display the results of your queries. Sheet Name]. Select [Tools. 2. All rights reserved. Title].Page 9 . 4. the same worksheet displays the new data unless you specifically request a new worksheet. Title] Select [Insert.Workbooks . 1. • You can group queries by function in a workbook. You can change the default title as you wish here. Formats. Options. When you modify a query. 5. Title].

parameters. etc. − If this worksheet is copied as a second worksheet. 8. select [Edit. All rights reserved. 2009. and you will find that you can include conditions. − When Date is selected it will automatically change to the run date of the query.  You can also give your worksheet a brief description. Copyright © Oracle. The description will be displayed under the worksheet name when you browse for your reports list. the second line in the title will change to the new sheet name. use one of the following methods: 7. Worksheet Properties]. Enter the new name in the dialog box. To rename a worksheet.• The Insert button gives you multiple choices for lines in the title. From the menu. Renaming a Worksheet Discoverer provides a default name for each new worksheet. Scroll through the options. Managing Queries Chapter 3 . Rename Worksheet] or [Edit.Page 10 . Double-click the tab for the worksheet and enter the new name. 9.

You cannot delete a worksheet in a workbook if it is the only worksheet. Managing Queries Chapter 3 . Select the worksheet to be deleted and from the menu. Save] to save the workbook. but not the results of the query. 15. Delete Worksheet]. Select Duplicate as Table or Duplicate as Crosstab. 11. you will be prompted to enter a new name for the workbook. Alternatively. 14. Duplicating a Worksheet You can duplicate a worksheet as the same or a different output type. 17. follow these steps: 13. so you can access your workbooks from any computer where you can run Discoverer. • If you answer [No]. Select the worksheet to duplicate. All rights reserved. − Discoverer does not ever overwrite the original workbook. 2009. Select the icon for [Refresh the worksheet] if you want to query using different parameters. from the menu select [Edit. The duplicated worksheet appears as a new worksheet in the workbook. Note: If you are saving a workbook that was originally created by someone else. Click the Add Worksheet area arrow. Adding. Do you want to overwrite it? • If you answer [Yes]. Click the Refresh button on the toolbar to rerun the query for the current worksheet. Duplicate Worksheet]. The wizard opens in a tabbed format so that you can modify the new layout. Saving a Workbook Discoverer saves the query and the formatting. & Duplicating Worksheets 10. Refreshing a Worksheet 16. Select the icon for [Add Worksheet] 12.Page 11 . Workbooks are saved in the database. Discoverer will save the workbook with the same name.Deleting. but includes your id in the name. To duplicate a worksheet. Select [File. Copyright © Oracle. you will get a message that says: “Workbook “workbook name” already exists. select [Edit.

click [Edit. Select [File. click [No]. Select the View or User Tree or search by partial name.) Rearranging Worksheets in a Workbook 21. Move Worksheet]. 2009. you can select to open a workbook from the most recently used workbook list.Opening Saved Workbooks 18. From the menu select [File. Copyright © Oracle. The Open Workbook dialog box is displayed. All rights reserved. The workbook opens with the last worksheet active when the workbook was saved. 19. and a dialog box prompts you for permission to execute the worksheet or to open the worksheet without executing the query. from the menu. Workbook Properties].Page 12 . 23. Open]. To include a description of the workbook enter it in the Description field and then click [OK]. Change the order of the worksheets (using the Up & Down arrows) in the Move Worksheet dialogue screen. Note: When you first logon to Discoverer. Modify File Properties 22. Select a workbook and then click [Open]. Right click on the Worksheet tab. (To modify the query before executing it. Managing Queries Chapter 3 . The properties include the owner and location of the saved workbook. and select [Move Worksheets] or. 20.

Page 13 .Copyright © Oracle. All rights reserved. Managing Queries Chapter 3 . 2009.

Exporting to Excel Discoverer Plus M → File → Export Discoverer 1.Discoverer Plus .Page 14 . 2009. Note: you can export either the Current worksheet or the entire workbook. Select "Export" from the File menu. All rights reserved. Managing Queries Chapter 3 . Copyright © Oracle.

You are asked which Parameter values to include in the export. 3. Copyright © Oracle. Managing Queries Chapter 3 . 2009.2. All rights reserved.Page 15 . 4. You can browse and select where to save the exported file or you can accept the default. You have the option of selecting Excel or other formats.

Managing Queries Chapter 3 . All rights reserved. Copyright © Oracle. You are notified that the export was successful and asked if you want to open the report.Page 16 .5. 2009.

Page 17 .6. All rights reserved. Managing Queries Chapter 3 . Copyright © Oracle. If you opt to open the Excel file you will see this format with the warning that Macros have been disabled. 2009. Enable the Macros to see the Discoverer formatting in Excel.

All rights reserved.Note: the Title does not format but the content of the worksheet does look the same as the Discoverer worksheet.Page 18 . When you select HTML as the file type the title does format the same as the Discoverer Plus report. 2009. Managing Queries Chapter 3 . Copyright © Oracle. Export to HTML 7.

Managing Queries Chapter 3 .Copyright © Oracle. 2009.Page 19 . All rights reserved.

Managing Queries Chapter 3 .Scheduling a Workbook NOTE: Any query running longer than 2 hours will timeout.Page 20 . All rights reserved.Discoverer Plus . If you were a Scheduler in Discoverer Desktop. There will be some restrictions on the use of the Scheduling Manager. these will be communicated to you by email. send an email to the ODS Administrator at odsadmin@virginia. Therefore. you are still a scheduler in Discoverer Plus. 2009. Click [Schedule]. If you do not have the option to schedule. Copyright © Oracle.edu to have it turned on for you. it is useful to schedule long-running reports. Discoverer Plus M → Tools→ Manage Schedules Scheduling Manager 1.

2009.2. Managing Queries Chapter 3 . Copyright © Oracle. Select the workbook and worksheet(s) you want to schedule. All rights reserved.Page 21 .

All rights reserved. Managing Queries Chapter 3 . Note: you have the option of writing a description for the workbook you are scheduling.Page 22 .3. Select the Worksheet(s) you want to schedule. Copyright © Oracle. 2009.

Page 23 . [Next]. Select either all or particular values you want in the report. Managing Queries Chapter 3 . All rights reserved. Click. Copyright © Oracle. 2009. 6. 5. Select [ok].4.

2009. 8. Select [Next]. Managing Queries Chapter 3 .7. Finally. Copyright © Oracle. you will be asked when you want it to run.Page 24 . You will be asked to select values for each of the worksheets you opted to schedule. All rights reserved.

10. Copyright © Oracle. Managing Queries Chapter 3 .9.Page 25 . All rights reserved. 2009. Select the workbook to see your options. Click [Finish].

Once the report has run you will have the option to Open the report. Managing Queries Chapter 3 .11.Page 26 . Copyright © Oracle. All rights reserved. 2009.

Discoverer Plus . 2009.. and you can use right clicks or the menu. Remember there is usually more than one way to do almost everything. rather than formatting one at a time. Block An Entire Worksheet Use (Control + a) as a quick way to block the entire worksheet.e. Format Data allows you to change the color. Once you have viewed the results in the results window.Customizing Worksheets Discoverer Plus Browse > Workbooks > Open > Run Result Window The Results Window Worksheet: The results of the query are displayed in this region. − (i. • Right click anywhere in the blocked area and you will see options available that will apply to the entire worksheet.Worksheets . font size. After you have blocked the worksheet. The example (below) shows the choices available if you right click on a single column Copyright © Oracle.) Without blocking the worksheet. etc. Below are summarized some of the short-cuts you may wish to routinely use to take advantage of Discoverer’s many capabilities.Page 27 . Managing Queries Chapter 3 . All rights reserved. there are right clicks that you can use for any column of data. you have many options for making changes. of all the data for the entire worksheet.

header. All rights reserved. Format all Headings *Note: You must select the first heading before you hold down the Shift key. Copyright © Oracle. You can also re-arrange the Headers (columns) using the Edit Worksheet icon. If you right click on a data point. • Right click anywhere on the headings or in the blocked body of the report: Format Heading is then available. Managing Queries Chapter 3 . you will see an additional tab [Number] where you can format currency. • Select the first heading • Hold down the Shift Key • And then select the last heading. by selecting the placement before or after other columns in your query. 2009. To Format all headings. etc.Page 28 . Re-arrange Headers using the right click The example to the right shows you a way to re-arrange headers. and don’t release the Shift key until you have selected the last heading to be included. Worksheet Description Right click on the worksheet name tab and select [Worksheet Properties] You can type a description of the worksheet that you will be able to view prior to running a query.

you can select [Edit].Page 29 . view below how this will help you in selecting an appropriate worksheet within a workbook. 2009. you can − select the [Edit Worksheet] icon. Removing an Item • Select the item you want to remove (right click on the heading) − And select [Remove from Worksheet] − Or click on the column heading and select the delete key on the keyboard. Managing Queries Chapter 3 . select the Edit Worksheet icon. View Selected and Available items in the Results window Copyright © Oracle. • Alternatively. − Drag the item to the Available list (or select and use the left arrow). from the menu. Alternately. [Worksheet].After you’ve created the Description. • Adding an Item Select the Edit Worksheet icon • To open the wizard. All rights reserved. − [Select Items] tab.

Managing Queries Chapter 3 . Selected Items Pane] Copyright © Oracle. All rights reserved. • select [View. 2009.Page 30 . Available Items Pane] and/or • [View.From the menu.

Applying & Creating Conditions & Parameters
Chapter 4

Copyright © Oracle, 2009. All rights reserved.

Applying & Creating Conditions & Parameters Chapter 4 - Page 1

Copyright © Oracle, 2009. All rights reserved.

Applying & Creating Conditions & Parameters Chapter 4 - Page 2

Applying & Creating Conditions & Parameters
Introduction
Creating a query requires planning and an understanding of your business requirements, as well as understanding the policies and procedures that are applicable to the UVA environment. This part of the work should represent about 80% of the effort you expend. There is a document on HowDoI? designed to help with the process. It is filed under Coding Conventions, but it is really a worksheet to help you analyze the query you want to ask. http://www.virginia.edu/integratedsystem/howdoi/HTML/ODS_SPECIALIST.htm# After you have decided upon the questions you want to ask you will have to decide: − What business areas to use − which folder or folders contain your information − and what restrictions do you want to apply prior to running the query? − Such as − one or more Orgs − a date − a date range, etc. − The Noetix help file can help you find the information about the locations of data and the kinds of joins between tables. A Discoverer Plus wizard guides you through the process step by step. It is a process, and you can always make changes later. Keep it simple is the first rule. Create a very basic query with a severe limitation so that it won’t run too long, and then you add elements as you go along. Save often.

Section Objectives
At the end of this section, you should be able to: • Select and apply conditions • Create simple conditions • Create complex conditions • Create nested conditions • Create parameterized conditions

Copyright © Oracle, 2009. All rights reserved.

Applying & Creating Conditions & Parameters Chapter 4 - Page 3

Page 4 . 2009. Applying & Creating Conditions & Parameters Chapter 4 . All rights reserved.Applying Conditions Copyright © Oracle.

Selecting Conditions Select [Show Folders]. To do this. Copyright © Oracle. 2009. you may want to see financial information for your Organization that is identified as Org 12345.Discoverer Plus .Conditions Conditions Overview A condition is a filter that you place on an item to restrict the number of rows returned from the query. Scroll down in the Selected window to see which conditions apply to the report. For example.Page 5 . not all conditions can be added to a worksheet as they are dependent on the folders the date filter is built on. To return the rest of the data to the table or crosstab. All rights reserved. Applying a condition to a table or crosstab in a predefined report. NOTE: Especially with the new consolidated finance report. Applying & Creating Conditions & Parameters Chapter 4 . or in a report you have created.Conditions Adding Existing Conditions to a Worksheet Discoverer Plus M -> File -> Edit Worksheet Selected Items . It merely filters the data to show the precise data you want to see. you must turn off the condition. does not remove the data from the workbook. you place a condition on the output to filter all Organizations that do not begin with 12345.

follow these steps: 1. All rights reserved. If you do not apply at least one pre-defined condition when you create a query you might receive a vast amount of information that is not applicable to your question. Pre-defined conditions are displayed in the Conditions window and in the Available list in the Workbook Wizard. 2009. − For example. While stepping through the wizard to build your query. You can select conditions from the list of available items in the wizard. You will need to deselect the conditions that conflict prior to running a successful query. Conflicting Conditions: If you select two or more conditions that conflict a warning message is displayed. To see a condition.Page 6 . you will receive the conflicting conditions message. In this example. Copyright © Oracle. the two conditions Pa_Period Name=:Pay Period and Pa_Period_Name IN (Mar-02) will conflict if you choose any month in the parameter besides March 2002. Applying & Creating Conditions & Parameters Chapter 4 . if you have selected the Month of April. you can choose to include the same conditions or new conditions. Right click the name of the Condition. 2. 3. Select Add to the Worksheet. Select the condition you want to see.Pre-defined conditions are available at UVA only when accessing pre-defined reports.

All rights reserved. the next step is to create at least one or more conditions that will limit the data to your specific needs.Discoverer Plus . Copyright © Oracle. If you do not create at least one condition. • Before you select an item.Page 7 . 2009.such as the example below where the individual Trainer names are choices.Conditions . click on the + sign to the left of the item to view choices. you will either receive much more data than you wanted. or you will have created a report that runs forever and ever. Applying & Creating Conditions & Parameters Chapter 4 . Some items contain defined Lists of Values (LOV).Creating Conditions Discoverer Plus M → File → Edit Worksheet Edit Worksheet Creating Conditions After you have selected the items to be included in your query.

All rights reserved. because it is SO specific. 2009.Page 8 . 2. Either Drag the item to the Selected panel or click the Right arrow in the central panel to add the item. Applying & Creating Conditions & Parameters Chapter 4 .1.. The screen shot shown below shows − Selected Items and their folders Copyright © Oracle. − If you select a specific item you might not get any data. − Selecting the specific name is an easy way to create a condition if a List of Values has been defined. Select the item you want to add.

Calculations. − Be sure to create a condition (or conditions) that will limit the data to your specific requirements. [New] button allows you to create Conditions.3. Applying & Creating Conditions & Parameters Chapter 4 . 2009. Percentages and Totals. All rights reserved. − Conditions –limit your data retrieval. − In the example below you are creating a NEW condition.Page 9 . [New]. • Copyright © Oracle. In the example above the conditions set are the trainers’ names from an ITEM. Select.

but it is not required.You can base the condition on an item or a condition. The default is to have the system generate a name automatically. but you can uncheck that option and give it a name of your choice.Page 10 . • You can enter a description. 2009. If you do not give the item a description here. • • Copyright © Oracle. so that you will not forget the reasoning behind the condition. Select the down arrow under [Item]. All rights reserved. 4. Applying & Creating Conditions & Parameters Chapter 4 . like in the title or the text area. make sure to note this step elsewhere.

Page 11 . Applying & Creating Conditions & Parameters Chapter 4 . − The screenshot below the Trainer Name is the item selected. − “LIKE” allows the use of the wildcard. Select the item on which you want to base the condition. Copyright © Oracle. 2009. %. 6. Select the Condition.5. All rights reserved.

Commission IS NOT NULL. IN IS NULL IS NOT NULL NOT IN BETWEEN NOT BETWEEN NOT LIKE Contains one or more values Contains no data (not even zero) Contains some data (even zero) Is not contained in one or more values A value that lies between two other values A value that lies outside of two other values Not similar to != and ^= Not equals Copyright © Oracle. Therefore. finds all names beginning with the letter A. *Note: these two expressions have the same meaning because both are supported by SQL programming. Commission IS NULL. Applying & Creating Conditions & Parameters Chapter 4 . does not display data that contains the words Boston or Chicago. Name LIKE ‘A%’. Discoverer can recognize it regardless of which expression you use in the program. displays profits greater than or equal to 1000 or less than or equal to 2000. all Profit Sum items less than 10000 are displayed. Profits NOT BETWEEN 1000 and 2000. if you use a SQL programming statement to create a complex conditional value. all Profit Sum items greater than or equal to 10000 are displayed. A dash symbol (-) matches a single character. NOTE: You can use wildcard in multiple places. Region <> ‘Central’. ‘New York’). Region != ‘Central’.Page 12 .Conditions Expression = <> > < <= >= LIKE Meaning Equals Not equal Greater than Less than Less than or equal to Greater than or equal to Similar to (using Wildcard matching Example Region = ‘Central”. ‘Los Angeles’. displays data when commission has any value. A dash symbol (-) matches a single character. Profit SUM <= 10000. All rights reserved. Profit SUM >= 10000. The percent (%) sign matches any number of characters. ‘Chicago’). org name like ‘%INMD-%’ City IN (‘Boston’. The percent (%) sign matches any number of characters. Profit SUM > 10000. 2009. finds data that contains at least one of the values. finds all names not beginning with A. displays profits less than 1000 or greater than 2000 Name NOT LIKE ‘A%’. all Profit Sum items less than or equal to 10000 are displayed. all Profit Sum items greater than 10000 are displayed. finds all regions except Central. only the Central Region data is displayed. displays data only when commission has no value. City NOT IN (‘Boston’. all other region data except Central is displayed. ie. Profit SUM < 10000. Profit BETWEEN 1000 and 2000.

5. 3.Page 13 . The Edit Condition dialog box is displayed. Copyright © Oracle. Then follow these steps: 1. Select a value or option from the Values drop-down list. Click the Add button. Repeat these steps for each condition.Creating Advanced Creating Complex Conditions Advanced Conditions To create multiple conditions for the same condition name. Select a conditional operator from the Condition drop-down list.Discoverer Plus . 2.Conditions . Select an item from the Item drop-down list. click Advanced in the New Conditions dialog box. 2009. Applying & Creating Conditions & Parameters Chapter 4 . 4. All rights reserved.

The results window displays the results of the grouping conditions. you can do so from this dialog box.Page 14 . Note: To group. the condition is: − Return all expenditure types named “Educational Supplies” or all expenditure types named “Food & Drink” AND the Burdened Cost Pay Period is greater than $500. chen click [And] or [Or] as appropriate. Applying & Creating Conditions & Parameters Chapter 4 . In this example.Grouping Conditions Grouping Conditions Condition groups are displayed in the Formula region in the Edit Condition dialog box. you want to find the expenditures for all Educational and Food and Drink expenditure category types. AND has precedence over OR because it is a nested condition. Copyright © Oracle. All rights reserved. In the example above. Review the conditions above. 2009. while nesting conditions alter the default precedence. hold down the shift key and select items to group. AND has precedence over OR. For instance. If you want to edit the conditions.

All rights reserved. Click the desired logical operator button. Copyright © Oracle. double-click the Group field. follow these steps: 1. 2009. 2. Select the two conditions you want to group with either the [Shift] or [Ctrl] key. To toggle between AND and OR. Applying & Creating Conditions & Parameters Chapter 4 .Page 15 . Create the conditions as described earlier. 3. the AND operator is used to combine conditions. To create a condition with multiple logical operators.Changing Logical Operators By default.

Applying & Creating Conditions & Parameters Chapter 4 . 2. Select [Condition] from the Items column dropdown. All rights reserved. Conditions tab]. Copyright © Oracle.Nested Conditions A nested condition is a condition that contains other conditions as its components. 2009. 3. 1. Select [Edit.Page 16 . Select [New]. Worksheet.

Applying & Creating Conditions & Parameters Chapter 4 . All rights reserved.Page 17 .4. Copyright © Oracle. 2009. Select [Advnaced].

2009. 6. − And − Or Click at the drop down of the Item field. The following list appears: − Create Calculation − Select Condition (allows copy but not edit) − Copy Condition (allows copy and edit) Copyright © Oracle.5.Page 18 . Applying & Creating Conditions & Parameters Chapter 4 . Select a logical operator to group the conditions. All rights reserved.

Page 19 .7. Select the particular condition you want to nest and select [OK]. 2009. Copyright © Oracle. All rights reserved. Applying & Creating Conditions & Parameters Chapter 4 .

Parameterized Conditions A parameter is a value within a condition that you specify when you run a query. You use parameters to change conditions without having to change the query. Add to the worksheet the condition on which you want to base the parameter. All rights reserved. Applying & Creating Conditions & Parameters Chapter 4 . Parameters] to edit existing parameters as in the case shown below. For example. Copyright © Oracle. you can create a parameterized query that prompts you for an Event Activity Name. 2. 1. you are prompted to specify the information you want to see when you run the query. 2009.Page 20 . If a query includes a parameter. Select [Tools. or to create a new parameter.

3. − Enable multiple values. − The default is all (%). Applying & Creating Conditions & Parameters Chapter 4 . Select [Edit]. − Require value. In the example below we selected: − Event as the prompt − Use LOV as the description − Allow only one set of parameter values for all worksheets in the workbook.Page 21 . 2009. All rights reserved. Copyright © Oracle. − You cannot edit the condition here.

Select the value(s) for the parameters you seek. All rights reserved.Page 22 . 5. Copyright © Oracle.4. Select the Refresh icon. The Edit Parameter values window appears. Applying & Creating Conditions & Parameters Chapter 4 . 2009.

− The % is the parameter you use for ALL values. your query will retrieve all values for the parameter.Page 23 . 2009. − If you select several items and LEAVE IN THE %. Copyright © Oracle. Applying & Creating Conditions & Parameters Chapter 4 . All rights reserved.

Select [OK] to run the query. Applying & Creating Conditions & Parameters Chapter 4 .Page 24 . All rights reserved.6. Copyright © Oracle. 2009.

All rights reserved. 2009.Copyright © Oracle.Page 25 . Applying & Creating Conditions & Parameters Chapter 4 .

To disable a parameter. When you modify a parameterized condition the name of the parameter appears in the name field. 2. you must disable the condition. Note: To change the conditional operator for a parameter. 4. Description: Enter a description of the parameter that is displayed in the Description area of the Available Parameters dialog box. Parameters. In the values area select [New Parameter]. New] to open the Parameters dialog box. Applying & Creating Conditions & Parameters Chapter 4 . you must modify it in the Edit Condition dialog box.Page 26 . Default Value: Select a value from the drop-down list to be used as a default if no value is selected in the Parameter Wizard. Copyright © Oracle. Select [Tools. All rights reserved. 2009. You can go to this window DIRECTLY from the condition.Creating a Parameterized Condition 1. 5.

Group Sorts & Totals Chapter 5 . All rights reserved.Page 1 .Group Sorts & Totals Chapter 5 Copyright © Oracle. 2009.

Copyright © Oracle. Group Sorts & Totals Chapter 5 . 2009.Page 2 . All rights reserved.

Group Sorts & Totals Chapter 5 . 2009. you should be able to: • Sort information • Add group sorts to a query • Create Totals Copyright © Oracle.Group Sorts & Totals Section Objectives At the end of this section. All rights reserved.Page 3 .

Totals are the result of applying a function. For example. such as the average or sum. you can sort by Project to find out its total expenditures and you can sort by expenditure type – among all of your Projects to discern trends in expenditures. Group Sorts & Totals Chapter 5 .Group Sorts and Totals Displaying data is an art in itself. to all the values in a particular item. When the value in a group sort item changes. One real value of the online report is the ability to vary the sort for analysis. any reporting functions applied to other items are calculated and produce a subtotal. totals can be displayed below columns and to the right of rows. Copyright © Oracle.Page 4 . A grand total for each reporting function is displayed at the end of the output. totals appear below the values in the output item. How you sort the data returned by your query determines the emphasis of the report. 2009. In tables. In crosstab output. All rights reserved.

For example. Page items Items in the Page Items position must be moved down to the Column Heading position in order to be available in the Sort Table list. selecting Group Sort will cause the project number to show only on the first of the 50 lines. Copyright © Oracle. That is because the Page Items position is a sort.Discoverer Plus . In this case both project number and project name had to be moved to the column heading position before the sort. and subsequent Awards’ expenditures in the same report will also be grouped. Note: You can also sort a column by selecting Tools—>Sort from the menu bar. For example. You can group the information according to the values in one or more items. if you are have 50 lines of expenditures on an Award.Page 5 . The example below is taken from GA Project Reconciliation Report. Group Sort Output You can apply group sort to a sort column.Sorting • • Select a column to sort on. All rights reserved. you can group sort by Award and by Project. Group Sorts & Totals Chapter 5 . 2009. Click the Sort icon on the toolbar.

• Project number has been Added to the sort. Group Sorts & Totals Chapter 5 . All rights reserved. • Direction: Specify whether to sort the data from high to low or low to high by clicking an arrow in the Direction field. • Project Number has been moved up to the first position in the sort. 2009. The sort table options are as follows: • Column: Select the name of the item to which the group sort is to be applied.Add a new item (column) to the sort table In this example: • Page Item Project Number (and project name) have been moved into the column header position. Copyright © Oracle.Page 6 .

• • • Group: Specify the type of break: − None. A higher number results in a thicker line. − Page Break. Space: This option indicates the number of rows below the break line before the value in the group sort item changes. Group Sorts & Totals Chapter 5 . − Group Sort. Copyright © Oracle. All rights reserved. Line: Specify the width of the break line by entering a positive integer in this cell.Page 7 . 2009. − or Hidden.

Totals appear − In Table format . D N. D N N N N Column Application Arithmetic average of all values Number of values Number of unique values Maximum value Minimum value Arithmetic standard deviation Total of all values Arithmetic variance Arithmetic percentage of a value Copyright © Oracle. such as the average or sum or count. Group Sorts & Totals Chapter 5 . − In crosstab format . A subtotal is displayed at the end of the group sorted item. D N.Creating Totals Totals are the result of applying a function. Sums of rows and columns of numbers. Minimum. some of them are also available as toolbar buttons on the Analysis toolbar. averages of values. and Maximum functions are available. only the Count. to all the values in a particular item. C. Function Average Count Count Distinct Maximum Minimum Standard Deviation Sum Variance Percentage of Grand Data Type N N. standard deviations.below the values in the output item. A grand total for each reporting function is displayed at the end of the output. Count and Count Distinct can be used on values that are not numeric – like count the number of names or count the number of Distinct names. grand totals. C. subtotals. D N. 2009. C. and so on are all standard elements of tables and of crosstabs of numeric data. Whereas. Count Distinct. C. For text (indicated by C for character) and date items (indicated by D for date). All rights reserved.Page 8 . Several predefined totals are available in the Total dialog box. The functions in the table are predefined totals.below columns and to the right of rows.

Group Sorts & Totals Chapter 5 . a drop-down list appears displaying two options: • Copy: You can copy selected numbers to another document. • Edit Total: You can edit total or subtotal items. you can click the total (or subtotal row) with the right mouse button. All rights reserved.Page 9 . Alternately.Discoverer Plus Menu > Edit> Worksheet > Calculations >My Totals> New>New Total To edit an existing total select the one you want to edit and right click then select [Edit]. Copyright © Oracle. This option brings up the Edit Total window saving the step below. 2009.

you might be able to find the same element in a numeric format in a different [Available Items] folder. All rights reserved. 2009.Page 10 . Copyright © Oracle. Group Sorts & Totals Chapter 5 .NOTE: If the data column is not numeric you cannot create a numeric function on it. However.

If you want report to show the word “Sum” and the Project Number being subtotaled. 2009.79: Copyright © Oracle. then select Insert Value.Page 11 . All rights reserved.464. Group Sorts & Totals Chapter 5 . This is how it will look on the report where the project number is 102166 and the sum is 6.

It is clearer if the currency shows as currency in this case. so edit the column to show currency. Group Sorts & Totals Chapter 5 . 2009. Right click to select the column then select [Format Data]. All rights reserved. The result shows this way: Copyright © Oracle.Page 12 .

2009.” rather than Subtotal. select “Grand total at the bottom.Add the word “Project” in the label field to have the following result on the report: To calculate a sum such as a grand total and place it at the bottom of the page. Copyright © Oracle.Page 13 . All rights reserved. Group Sorts & Totals Chapter 5 .

2009.Page 14 . This option brings up the familiar Edit Total window. Copyright © Oracle. a dropdown list appears displaying two options: • Copy: You can copy selected numbers to another document. • Edit Total: You can edit total or subtotal items. Group Sorts & Totals Chapter 5 .To copy or edit a total you click the total (or subtotal row) with the right mouse button. All rights reserved.

2009.Page 1 . All rights reserved.Creating Calculations and Percentage Items Chapter 6 Copyright © Oracle. Creating Calculations and Percentage Items Chapter 6 .

Copyright © Oracle. All rights reserved.Page 2 . Creating Calculations and Percentage Items Chapter 6 . 2009.

or they can be complex mathematical or statistical expressions. they are evaluated from left to right. Using Parentheses to Change Operator Precedence: The following arithmetic operators are used in calculations: • Multiply (*) • Divide (/) • Add (+) • Subtract (–) When you use arithmetic expressions in a calculation. Calculations tab. The New Calculation window is displayed 3. If you have multiple operators that follow the same precedence rule. regardless of their position in the calculation. All rights reserved. 2009. Creating a Simple Calculation in the Calculations Dialog Box To create a new simple calculation. such as an operation between items that belong to a folder. the multiplication is executed before the division. follow these steps: 1. New Calculation 2.Page 3 . New.Creating Calculations Calculations A calculation describes an operation between items that a query requests. Enter the calculation for the item: − Name the calculation (this is your column heading name) Copyright © Oracle. the multiply and divide operators are executed first. Creating Calculations and Percentage Items Chapter 6 . Select the Edit Worksheet icon. Enrollment Capacity * 2 = New Enrollment Capacity (Enrollment Capacity * 2)/ 12 = (New Enrollment Capacity/12) If you use parentheses around the expression (Enrollment Capacity * 2). Calculations can be simple.

Creating Calculations and Percentage Items Chapter 6 . Copyright © Oracle. The Calculation dialog box for that operation is displayed. All rights reserved. 5. 4. 2. 4. Creating a Simple Calculation from the Toolbar icons 1. Name the calculation Delete all syntax that follows the defined arithmetic value (example above: *) Enter the appropriate value (example above: 2) Select [OK] to create the new calculation. Click on the column (heading) on which you wish to base the calculation Select the symbol that represents the operation you want to perform. 6. 2009. 3. The calculation appears selected in the Calculations dialog box.Page 4 . Click OK in the Calculations dialog box. − Select the item from the [Selected Items] list − Paste the item into the Calculation window − Paste the arithmetic values that are found in the calculation window − Use items and functions as appropriate Click OK to create the calculated item.3.

or as complex as the DECODE example shown at the end of this chapter. When you select a Function. All rights reserved. Using a combination of the items and available functions you can create simple or complex conditions. paste the function to the Calculation window and using a combination of items along with the function. Copyright © Oracle. These calculations can be as simple as the example on the previous slide. The steps to create a complex calculation are similar to those for creating a simple calculation.Page 5 . 2009. Functions. Creating Calculations and Percentage Items Chapter 6 . The New Calculations window contains Selected Items.Building Complex Calculations You can create complex calculations using a combination of SQL functions and folder items. If the function meets your needs. you can create a working calculation. Calculation and Parameters (if they have already been created). Available Items. you will see a description of the function in the Description area of the window.

2009. you will receive a negative result if the first column contains a zero. Copyright © Oracle.Page 6 . treat it as a 0 and do not perform a calculation.Using the DECODE Function (Complex Calculation) DECODE is a function that is used to compare an expression to a search criteria and return a value. Commas separate the operations. EXAMPLE: The syntax below states: If the data in the column named contains a 0. otherwise perform the calculation. All rights reserved. Creating Calculations and Percentage Items Chapter 6 . if you want to perform a calculation based on two columns and plan to divide one column by the other. You can avoid the divide-by error by using the DECODE function. For instance. The DECODE statement is very similar to the “if-then” statement in excel.

Page 7 . All rights reserved. Creating Calculations and Percentage Items Chapter 6 . 2009. Copyright © Oracle. Among the uses of the DECODE statement is to avoid a divide by error (as above) or perhaps to order items in a query by assigning a numerical value.The results in your spreadsheet: The DECODE statement is quite powerful and is used for many purposes.

Passing a Parameter to a Calculation To pass a parameter value to a calculation. All rights reserved. [Parameters] tab 2. 4. 3. Create the calculation in the New Calculation dialog box. Creating Calculations and Percentage Items Chapter 6 . Select the item from the Available List. use the following steps: 1. Apply the calculation. 2009. Calculations tab.Page 8 . Copyright © Oracle. Give the parameter a name. Click [New] in the Parameters dialog box. Create the parameter in the New Parameter dialog box. and select the Parameter from the Parameters List. Select the Edit Worksheet icon. Select NONE in the For Item field. Click on the Select Items tab.

[New Percentage] 2. − Select “Grand total for each row” to display the percentage as a column in the worksheet. 2009.Page 9 . All rights reserved. Name the percentage − Select the data point − Select “Grand total of all values” to display the percentages as data in the worksheet and to display a total of the item selected column. Calculations tab. My Percentages. Copyright © Oracle. − Select “Grand total for each column” to display the percentages in the bottom row of the worksheet. [New].Creating Percentages Select Edit Worksheet icon. Creating Calculations and Percentage Items Chapter 6 .

Copyright © Oracle.Page 10 . All rights reserved. Creating Calculations and Percentage Items Chapter 6 . 2009.

Creating Queries in Discoverer Plus Chapter 7 .Page 1 . All rights reserved.Creating Queries in Discoverer Plus Chapter 7 Copyright © Oracle. 2009.

2009.Page 2 .Copyright © Oracle. Creating Queries in Discoverer Plus Chapter 7 . All rights reserved.

Copyright © Oracle.Page 3 . Creating Queries in Discoverer Plus Chapter 7 . All rights reserved. 2009.

with the help of the instruction manual and the online help files you will be able to use the Discoverer Plus Workbook Wizard and the results window to: • Create. All rights reserved. view. 2009.Page 4 . and refine queries • Build table and crosstab layouts • Select business areas • Select folders • Add and remove items • Modify query layout • View the results in a worksheet in the results window • Modify a query in a worksheet. Copyright © Oracle. Creating Queries in Discoverer Plus Chapter 7 .Creating a Query Section Objectives At the end of this section.

Page 5 . The tight integration between the wizard and the results window makes the process of creating a query easy. All rights reserved. Copyright © Oracle. Creating Queries in Discoverer Plus Chapter 7 .Overview Creating and refining an ad hoc query is a cyclic process. 2009.

You will progress through Workbook Wizard Steps 1 – 5 to create your query. Creating Queries in Discoverer Plus Chapter 7 . 2009. All rights reserved.Discoverer Plus . Copyright © Oracle. the Workbook Wizard guides you through the process.Queries .Creating a Query Discoverer Plus Enter connection details > Workbook Wizard > Next Workbook Wizard Step 1of 5 When you begin to create a query. It is very important that you use the [Next] button to go to each window in the Wizard. Ddo not select [Finish] at least through Step 3.Page 6 .

2. If you change your mind later. − By default. you can always view the graph. with values running across the top. or make changes as you wish. We recommend you keep Page Items checked. so it is always available to you. 3. Graph is checked. Copyright © Oracle. this is not your only chance to do so. Select [Text]. even if you don’t use it initially. These values are usually summarized to show a total or average. 1. down the left edge. The values of the page item appear outside the main body of the layout. you will not see this initial Step 1 screen in this particular format once you have finished your query. − Crosstab: Crosstab output looks like a bus or train timetable. 2009. Creating Queries in Discoverer Plus Chapter 7 . This is the default. Uncheck [Graph]. You can always change your mind later. 5. however. − Page Items can be used with both table and crosstab reports. All rights reserved. Each column is also called a column item. 4. You can turn this feature on and off at any time. This is the default.Page 7 .This screen provides choices for the display in the worksheet. it makes it easy to rearrange the report later. Page items allow you to subdivide a large amount of data into more manageable chunks. Select [Page-Items]. and in the intersection of rows and columns. We suggest you uncheck this box. − This is handy for documenting changes you make as you develop your query. A crosstab is sometimes called a matrix report. You can leave the defaults as selected. Select [Table] − Table output has columns of information with headings. Select [Title].

All rights reserved. Creating Queries in Discoverer Plus Chapter 7 . In the screenshot above the business area is AP_Payables.Page 8 . 2009. − The example below shows the drop-down list of business areas. − Within each business area are folders. It is represented by the icon that looks like a filing cabinet. This is what you see when you begin to create a query. Select the Business Area that contains the data you need.Workbook Wizard – Step 2 • 6. − The highest level of information is the business area. Copyright © Oracle.

Creating Queries in Discoverer Plus Chapter 7 . − Within the folders are items that you will select to create your query. All rights reserved. Select the item(s) you want to include in your query.7.Page 9 . Copyright © Oracle. Select the plus sign beside the folder that contains the information that interests you. 2009. Selecting Items for Inclusion 8. (The items become the column headings in your query).

• To open a folder. Copyright © Oracle. Creating Conditions After you have selected the items to be included in your query. the next step is to create at least one or more conditions that will limit the data to your specific needs. click on the + sign to the left of the item to view choices. If you do not create at least one condition.Page 10 . Some items contain defined Lists of Values (LOV). double click on the folder name or click on the + sign to the left of the folder to view the items in that folder.such as the example below where the individual Trainer names are choices. All rights reserved. or you will have created a report that runs forever and ever. you will either receive much more data than you wanted. 2009. • Before you select an item. Creating Queries in Discoverer Plus Chapter 7 .

2009. Creating Queries in Discoverer Plus Chapter 7 . The screen shot shown below shows − Selected Items and their folders 9. Either Drag the item to the Selected panel or click the Right arrow in the central panel to add the item. All rights reserved.Page 11 .Select the actual Trainer’s name. − Selecting the specific name is an easy way to create a condition if a List of Values has been defined. 10. Copyright © Oracle.

Creating Queries in Discoverer Plus Chapter 7 . Calculations. In the example above the conditions set are the trainers’ names. Click [Next]. The Workbook Wizard – Step 3 of 5: Table Layout appears. Percentages and Totals here – rather create them after you have created and run the query 11.• [New] button allows you to create Conditions. Percentages and Totals. − we do not recommend that you create calculations.Page 12 . All rights reserved. Be sure to create a condition (or conditions) that will limit the data to your specific requirements. Copyright © Oracle. − Conditions –limit your data retrieval. 2009.

You can change the order of the columns using the drag and drop technique. Select [Table Format].Workbook Wizard – Step 3 of 5 Layout You can move items from the top Heading axis to the Page axis (and reverse). All rights reserved. Properties: 13. 2009. Click and drag the column heading to the position you want. You can also select [Show Page Item] and [Hide Duplicate Rows] 12.Page 13 . Look for the bold vertical line before releasing the item. Select [Properties] 14. Creating Queries in Discoverer Plus Chapter 7 . Copyright © Oracle.

Page 14 . Creating Queries in Discoverer Plus Chapter 7 . Select [Show column headings]. All rights reserved. Select [Show row Numbers]. − Properties can be edited after you run your query by clicking [Edit/Worksheet Properties] Copyright © Oracle. There is no way to count the number of rows returned. so this is a way that you can scroll down to view the number of rows returned in your query. 16. 2009. Select [Show vertical gridlines] and [Show horizontal gridlines].15. 17.

Creating Queries in Discoverer Plus Chapter 7 .” . 2009. The resulting output is displayed in the results window. it is usually preferred that sorts be created after the results have been viewed. Workbook Wizard – Step 5 or 5 Parameters This screen is available for creating parameters. but we recommend that you do not create parameters until you have run your query and viewed the results.Workbook Wizard – Step 4 of 5 Sort You have the opportunity to create sorts while you are creating your query. However.sorting slows down the query and uses memory. Click the [Finish] button to run the query.Page 15 . Copyright © Oracle. All rights reserved. because it “Adds Overhead.

you may want to customize or save the output. Menu and Toolbar Menu Bar: The menu bar appears across the top of the screen. etc. parameters. creating conditions. Using the Edit Worksheet icon allows the user to make changes to a query after you have viewed the results. After viewing the results. The options available depend on which action you are currently performing. All rights reserved. Edit Worksheet icon set Edit Worksheet is the most direct method for adding/removing items from your query. 2009. As with the menu bar.Page 16 .Worksheet The results of the query are displayed in this region. the query runs only once. Creating Queries in Discoverer Plus Chapter 7 . the icons may be active or inactive depending on the action you are currently performing. sorts. Copyright © Oracle. Toolbar: Below the menu bar are rows of icons and drop-down lists. You can make multiple changes and when you select [OK]. The end-user component contains many tools and features for customizing and administering your output.

and add or edit parameters. view. However. sort.edu/integratedsystem/howdoi/HTML/ODS_SPECIALIST.htm# You will be able to use the Discoverer Plus Workbook Wizard and the results window to: • Create.e. All rights reserved. The New Condition icon area (arrow) The New Condition icon can be used to create a quick (on-the-fly) condition using one of the logical operators available in the list. You have now completed with a couple of clicks two steps in creating a simple calculation. simple and complex calculations. and then select the New Condition icon area.virginia. You have now completed with a couple of clicks two segments of a three part formula. you may simply wish to use the [Edit Sheet] icon. Use the Refresh Sheet icon to run your query again. Summary Creating and refining an ad hoc query is a cyclic process so save often! With the help of the instruction manual and the online help files located at http://www. You can also click on the icon and begin from scratch. and then select the New Calculation icon area.. Creating Queries in Discoverer Plus Chapter 7 . where you have multiple choices for changes and additions available to you.) New Calculation icon can be used to create quick (on-the-fly) calculations. add and remove items. 2009. you can change to a different parameter choice without closing the current workbook. and refine queries • Build table and crosstab layouts • Select business areas Copyright © Oracle.Page 17 . Click on the Column on which you wish to base the calculation. (i. move columns. if you have created parameters.Edit Table is the quick way to bring up the Edit Worksheet window where you can edit the layout. Click on the Column on which you wish to base the condition.

• • • • • Select folders Add and remove items Modify query layout View the results in a worksheet in the results window Modify a query in a worksheet. Copyright © Oracle. Call 434-924-HELP for problems logging on or with passwords and other system problems. 2009.Page 18 . Creating Queries in Discoverer Plus Chapter 7 . All rights reserved.

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->