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What is Discoverer Desktop Oracle Discoverer Desktop/Plus is a data access tool. You use it to view the information in your company’s databases. The whole purpose of Discoverer is to help you—the business professional —view the data you want from a database, analyze it to support your business decisions, and create reports to keep track of things. How Discoverer Desktop Works We use it to view the information in your company’s databases. The whole purpose of Discoverer is to help you — the business professional —view the data you want from a database, analyze it to support your business decisions, and create reports to keep track of things. View data in a familiar format that is easy to read and understand. Prepare reports of your analytical results and findings. Share data with others, and in other applications (such as Excel). The Discoverer Method of Data Access Your company’s Database Administrator identifies all the data needed by separate business areas —accounting, human resources, sales, manufacturing, projects, finance, and so forth. The Database Administrator then organizes the data for each business area. Workbooks in the business areas contain the specific data needed for your various analysis tasks. Connectivity Normal Mode
Workbook Window : The workbook window is where you will do most of your work with Discoverer Desktop. It shows the data in the workbook. Four Types of Display (Layout) Table Page-Detail Table Crosstab Page-Detail Crosstab Layout Details Table Layout
The most familiar layout for data, a table, lists data in rows and columns. Typical data for tables includes lists, such as a mailing list of customers sorted by zip code or customer name, lists of income or profit from various departments, lists of products sorted by part number or part name, and so on.
Table Layout with Page Details
A table layout with page details is a table with multiple pages of data, where each page shows various portions of the data in detail. You set the criteria for displaying portions of data in order to see exactly what you want on each page. Usually you use this type of layout to study data details in a specific, recurring way. For example, in the Video Store data you may always want to see monthly profits per region. In that case, each page would show one region’s profits each month. Crosstab Layout A crosstab, short for “cross-tabulation,” relates two different sets of data and summarizes their interrelationship in terms of a third set of data. Every crosstab has at least three dimensions of data—rows, columns, and data points. In Discoverer, crosstabs can show the interrelationships between many dimensions of data on the various axes. A crosstab layout has three axes: side axis, Because each axis can hold several data items, a crosstab can display many dimensions of data. Page Detail Crosstab Layout A page detail crosstab layout is a crosstab with multiple pages of data, so you can group the data on separate pages. You set the criteria for displaying portions of data in order to see exactly what you want on each page, Crosstab Layout with Page Items
(a) Page Axis. In this sample it contains a single data item--Department. (b) Top Axis. This top axis contains two data items--Year and Profit. (c ) Side Axis. This side axis also contains two data items--Region and City. Axis Items The page axis, top axis, and left axis on the workbook window represent the data in your database that have a relatively few, discrete values associated with them. Axis items represent data that you can pivot on a crosstab worksheet or that can be column headings on a table When creating a new worksheet, you identify the data that become axis items. Data Points The data points of a table or crosstab are the data in the "body" of the worksheet. Data points are the data that you want to use for analysis purposes or to see listed on a table. v Think of a workbook as a binder file with specific data for specific tasks. v The workbook has pages, or worksheets, that contain data for the specific tasks. v For example, if the workbook is for sales and profit data, one worksheet in it might be a table listing your profit for sales versus rentals. Another worksheet might be a comparison of your profit over the last two years by sales region. v To simulate with Excel, Excel file is Workbook and Sheets in the excel file are Worksheets Building Workbook/Worksheet The basic steps to create a new workbook or worksheet are as follows: Navigation File > New
Required Steps v Select the type of display for the new worksheet or workbook. v Select the data that belongs on the worksheet or in the workbook. Optional Steps v v v v Arrange the data on a table or crosstab layout. Sort the data (for tables only). Select conditions to apply to the data. Select calculations to apply to the data.
Open an existing Workbook Open an existing workbook will prompt you to open from v My Computer v Database v Scheduling Manager v Recently Used List
Selecting The Data
This dialog box lists the data in the business area that you can use to build the new worksheet. To include data on the new worksheet, you move it from the Available column to the Selected column. Select relevant columns from the table for sample report Aggregations
Mathematical functions to aggregate the data Text Items- Such as Customer Name, the typical aggregations are Count, Max, and Min. That is, you can count the number of text items, or find the highest or lowes t (where A might be the highest and Z the lowest). Numeric Data- The typical aggregations are Sum, Count, Max, Min, Average, and Detail. For example, you can find the Sum or Average of the numeric data with the aggregation. The aggregation in boldface type is the default. The database administrator sets which aggregation is the default. Arranging Layouts To change the layout of items in your worksheet click and drag them to the desired location Conditions Press button ‘New’ to add conditions. Our sample report does not have any conditions.
Data Sorting- Tabular Layout v Specifies how data in the current table should be ordered. v This step only applies to tables. Apply sorting type in the sample report for tabular layout Calculation v Calculations defined for the items added to the Selected list appear in the final dialog box. v You can select the calculations as part of the new worksheet or workbook, or create new calculations. Calculation- Contd.. v Used to define a new calculation or edit an existing calculation. v Use this window to create or edit Items using EUL elements, Functions, and Operators. Calculate total price in Sample Report Workbook Window a) Tool Bar b) Analysis Bar c) Formatting Bar d) Page Axis e) Top Axis f) Left Axis g) Data Points h) Worksheet Tabs i) Tab Scroll Buttons
j) Page Scroll Bar (Horizontal) k) Page Scroll Bar (Vertical)
. Tool Bar- To use Discoverer’s features quickly, for example, opening a new workbook, editing a worksheet, drilling data, or sorting data. b. Analysis Bar- To analyze data quickly, such as adding two sums together or finding the maximum value in a column. c. Formatting Bar- To format a selected item quickly, such as aligning text in a column or changing the font and background color of a column. d. Page Axis, e. Top Axis, f. Left Axis- Represent the data in your database that have a relatively few, discrete values associated with them. g. Data Points- Data in the “body” of the worksheet. Data points are the data that you want to use for analysis purposes or to see listed on a table. h. Worksheet Tabs— Click to open or view the various worksheets in the workbook . You can rename these tabs. i. Tab Scroll Buttons j. Page Scroll Bar (Horizontal) Tab Scroll Buttons- Click to scroll through the worksheet tabs in the workbook j.k. Page Scroll Bar- If the worksheet is larger than the screen, it extends off the edges of the screen. Click the scroll bars to see the rest of the worksheet. Edit Title- Text
v Use this step to Format Worksheet title text a- Text style and alignment options. b- Text color and background color icons. Right Click> Edit Title Edit Title- Bitmap v Use this step to Format Worksheet title Bitmap Right Click> Edit Title Grouping l Group by Org_id l Drag the item to be grouped and place it at the page items Bars to Numeric Data Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed. Example in screen print: Larger the Ordered quantity, the larger the graphic bar Adding Bars to Numeric Data Clicking ‘Show Graphic Bars’ displays a bar indicating each cell’s percentage of the total value for that column. Setup in this window also specifies how numbers should be displayed. Depending on the category you choose Format > Data Presenting Data in Graphs Discoverer Plus can convert tables and crosstabs to graphs or charts Graphs and charts of tables and crosstabs are especially effective for presentations of results Graphs- Types Select the type of graph you want to display your data. An example of the graph type you have selected is displayed at the left. Graph> Show Graphs- Titles and Legends To add titles to the graph, enter them in the appropriate boxes. To add a legend to the graph, click Show Legend. To format the axes labels, click the formatting button next to each feature to see the Font dialog box for that element. Graph> Show
Running Discoverer Workbook Use this step to Format Worksheet title Bitmap Right Click> Edit Title Grouping Group by Org_id Drag the item to be grouped and place it at the page items Bars to Numeric Data Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed. Example in screen print: Larger the Ordered quantity, the larger the graphic bar Adding Bars to Numeric Data Clicking ‘Show Graphic Bars’ displays a bar indicating each cell’s percentage of the total value for that column. Setup in this window also specifies how numbers should be displayed. Depending on the category you choose Format > Data Presenting Data in Graphs Discoverer Plus can convert tables and crosstabs to graphs or charts Graphs and charts of tables and crosstabs are especially effective for presentations of results Graphs- Types Select the type of graph you want to display your data. An example of the graph type you have selected is displayed at the left. Graph> Show Graphs- Titles and Legends To add titles to the graph, enter them in the appropriate boxes. To add a legend to the graph, click Show Legend. To format the axes labels, click the formatting button next to each feature to see the Font dialog box for that element. Graph> Show Graphs- Options Compare the options shown in the figure Graph> Show Exception to Data A typical analysis task is to find numerical data that meets or exceeds a particular amount In sample report, diff_order_ship_qty greater than 0 are highlighted as exception Right Click on Cell Totaling Numeric Data Using the Totals tool you can sum rows and columns of numbers, find averages and standard deviation, computesubtotals and Grand Totals, and so on. Sample report shows freight terms code sub total and grand total for all data points Totaling Numeric Data Totals tool automatically places the summations at the appropriate positions on the display. The dialog box is used Used to apply totals to selected item(s). Tools > Totals
Create a ‘total’ for the data you choose and place it in the worksheet Tools > Totals > Edit Percentages A typical data analysis task is to calculate Item percentages. In sample report, refer % of ordered quantity against total quantity in the screen shot. Due to rounding of data, percentages may not add up exactly to 100. The amount of rounding depends on the number of decimal places that you specify for data. Use the Format Data dialog box to set the number of decimal places for your data. This dialog displays a list of Percentages that you have available for use in your Worksheets. The Percentages displayed in the list are dependent on the Item display option selected From here, you can also manage your Percentages, by adding, editing, and deleting them. Tools > Percentages This dialog displays a list of various options of the percentage calculation Tools > Percentages Sending Reports with e-mail You can send worksheets, graphs, and selections of a table or crosstab as part of an e-mail message. You can send all or part of your workbook in an email. File > Send Exporting to other Application You can export tables and crosstabs in a variety of formats to open them in other applications. File > Export
Scheduling Manager With the Scheduling Manager you can see the results of a scheduled report, schedule a new report, reschedule a report, or edit a report’s schedule. a. Discoverer reports scheduled to run. The clock icon indicates that the reports are scheduled to run at the time specified by Date and Time. b. Completed Discoverer report ready to open. File> Manage Workbooks> Scheduling
Schedule Workbook The Schedule Wizard lets you schedule a workbook (or part of a workbook) to run at a later time. This is helpful if your query is going to take a long time Scheduling a workbook to run later allows you to keep working now and get your data later without even being at your computer. You can even have the same workbook run on a regular basis so you can update the data on a regular basis without doing any additional work.
File> Manage Workbooks> Scheduling
Sharing Workbook Sharing a workbook grants other people access to it to view, analyze, and print the data. You can share workbooks with other people by setting up sharing two ways: Assign a group of people who can share one of your workbooks. Assign one or more workbooks that one other person can share with you. File> Manage Workbooks> Sharing
Retrieving/Count All Rows Rows for tables are fetched from the database incrementally in groups. The number of rows in each group is specified in the Options dialog box based on the value set in the option
“Retrieve data incrementally in groups of.”
Click the Query Governor tab on the Options dialog box to see that option (Sheet> Edit Sheet> Options) To override that setting you can retrieve all the rows at once instead of incrementally (Sheet > Retrieve All Rows). ****Retrieving all rows applies only to tabular style reports. To count the number of rows (Sheet > Count All Rows), A message will display the total number of rows. Refreshing the Worksheet Refreshing a worksheet re-queries the database and displays the worksheet’s data based on any new data. A primary use of refreshing a worksheet is when you’re using Discoverer in conjunction with real-time data. To refresh a worksheet (Sheet > Refresh Sheet) Parameters Parameters are placeholders used instead of specific values in the definition of a condition. Parameters offer choices of condition value at the time the data loads. When you open the workbook, you will be prompted to enter a value and the results you receive will be specific to that value. Creating Parameters Parameters dialog box enables you to define Parameters, which are placeholders used instead of specific values in the definition of a condition. You can create Parameters at two levels: 1. Workbook level - Here, the Parameter applies to all worksheets in your workbook. 2. Worksheet level - Here, the Parameter applies to the current worksheet only. Tools> Parameters
Parameters are activated when used in an active condition. If you check the option “Create condition with operator” in the New Parameter dialog box, a new condition is created and activated. To deactivate a parameter, deactivate the condition. Deleting the condition or deleting the parameter also deactivates the parameter. Tools> Parameters Setting Options- Formats The Options dialog box offers a wide variety of options for setting operating features, formatting, and other aspects of your worksheets. The give tab Specifies default formatting for sheets. You must exit and restart Oracle Discoverer for new settings to take effect. Tools> Options The Dialog box displays options for viewing different types of files, and for opening workbooks. Click the Viewer check boxes if the worksheets include files with videos, images, and sound (audio). Those viewers open automatically from within Discoverer to run the files. Tools> Options
Setting Options- Query Governor Displays options for maximizing the efficiency of working with larger worksheets, Limiting the amount of time a query runs, and Limiting the number of rows retrieved. You can also choose whether to use Summary data to improve the performance of Discoverer. Tools> Options Setting Options- Table/ Crosstab This dialog box displays options for the overall table or crosstab layout. you can add or remove gridlines, column headings, row numbering, and so forth. Removing various table or crosstab features is particularly helpful when printing a worksheet as a report. Tab options differ according to whether your worksheet is a Tabular or Crosstab worksheet. Tools> Options Setting Options- Cache This dialog box displays options for the memory cache, disk cache, and cache directory for Discoverer. Generally these options should not be changed without assistance from the database administrator. Tools> Options Setting Options- Connection This dialog box displays options for setting the EUL types that can be used. you can also change the default Gateway User ID and Foundation Name, (see your Discoverer Administrator for details). Tools> Options Setting Options- Advanced This dialog box displays options for configuring Automatic Querying, Fan-trap Detection, and Multiple Join Path Detection. When you open Workbooks, Discoverer can run queries automatically or not, or can request confirmation before running queries. Tools> Options Setting Options- EUL This dialog box displays the default EUL setting. Use the option on this tab to select a default EUL (End User Layer). Check with your database administrator for the correct EUL to select. Tools> Options Command Line Options You can run Discoverer from the command line and perform a limited number of tasks automatically, for example, opening or printing a Workbook. To run a command line option: 1. From the Windows Start menu, choose Run. 2. Type: <drive>\orant\discvr4\dis4usr.exe /connect me/mypassword@mydatabase<option> Where ’me’ is your Discoverer ID, ’mypassword’ is your Discoverer password,
’mydatabase’ is the Oracle database to which you want to connect
SQL Statement for Worksheet You can analyze the SQL statements that Discoverer executes against the database. You can also open workbooks with your own SQL programming statements. SQL Inspector shows the SQL statements used to create your current worksheet. Click Export to export the statements to another file for use later with another SQL program. View> SQL Inspector
The Plan tab displays the Oracle Server Execution Plan chosen by the Oracle Server for a query request. The Execution Plan defines the sequence of operations that the Oracle Server performs to execute the SQL statement. View> SQL Inspector> Plan
Importing SQL If you have written an SQL program to open a workbook, importing the program executes the SQL statement and opens the Discoverer workbook. NOTE: If you are importing an SQL script that contains join definitions, the joins must have been created first by your Discoverer Administrator using the Discoverer Administration Edition. File> Import SQL Register Workbook in Apps To run the workbook as report from Oracle Applications register the workbook as function in Application developer responsibility of Oracle Apps. Attach the function to a menu of self service responsibility
v Go to Application Developer v Properties:
v Give the user function name
Type :SSWA plsql function
Run the report from the appropriate responsibility
How to run Discoverer Reports in Multi-Org Environment?
How to run Discoverer Reports in Multi-Org Environment? When you are working in R12 MOAC environment, sometimes discoverer reports which are based on some context based view will not give data. Then do the following setup to make the discoverer reports work in MOAC environment. 1) Create a Security Profile in HR 1) Run concurrent program Security List Maintenance 1) Tag this profile to MO: Security Profile option at responsibility level. 1) Update profile option “Initialization SQL Statement – Custom” with following pl/sql block at responsibility level. begin if (fnd_profile.value(‘XLA_MO_SECURITY_PROFILE_LEVEL’)= 0) then mo_global.init(‘S’); else GL_SECURITY_PKG.init(); mo_global.init(‘M’); end if; end; When multiple organizations are included in Security Profile: TEST SECURITY PROFILE, This profile is attached to resp Discoverer EUL Management. Posted by Raveendra at 10:26 0 comments Links to this post Email ThisBlogThis!Share to TwitterShare to Facebook Labels: ORACLE DISCOVERER Reactions:
Discoverer 10g Installation steps Discoverer 10g Installation steps
Oracle Business Intelligence 10g Release 2, a key component of Oracle Application Server 10g Release 2, is an integrated business intelligence solution supporting intuitive ad hoc query, reporting, analysis, and web publishing. Discoverer 10.1.2 is tightly integrated with Oracle EBusiness Suite Release 12. Release 12 users can use Discoverer to analyze data from selected business areas in Financials, Operations, and Human Resources etc. The following are the Discoverer 10g Installation steps for Oracle R12 environment. 1] Install Oracle Business Intelligence Tools 10g (10.1.2.0.2) using below link http://www.oracle.com/technology/software/products/ids/htdocs/101202winsoft.html First right click on the zip file (as_windows_x86_bi_tools_101202). Extract all to a directory on your PC. Click on the Extracted folder which has the same name (as_windows_x86_bi_tools_101202). Click on the 10g set up icon and follow only the default settings. This installation creates a home “BIToolsHome_1” (If Default location is selected during install). 2] Apply the latest certified Discoverer Plus and Viewer Patches To upgrade to Oracle Discoverer 10.1.2.2 – Apply the patch: 4960210 To upgrade to Oracle Discoverer 10.1.2.3 – Apply the patch: 5983622 Follow the installation instructions provided in the patch README to install the patch on your Discoverer 10g Server and to check supported operating systems.
3] Copy Database Connection file Discoverer needs access to the Database Connection (dbc) file for the database you wish to connect to. A dbc file is a text file which stores all the information required to connect to a particular database. First identify the Oracle Home for Discoverer. For example: If you could find dis51usr.exe under the directory D:\oracle\BIToolsHome_1\bin. Then the Oracle Home is D:\oracle\BIToolsHome_1 Create a folder named “secure” in the ORACLE_HOME directory (i.e. D:\oracle\BIToolsHome_1\Secure). Then copy the dbc file from the $FND_SECURE directory of the E-Business Suite Release 12 instance you are setting up Discoverer with to the Discoverer 10.1.2 “ORACLE_HOME\secure” directory you just created. Save the dbc file in lowercase. 4] Update tnsnames.ora file On your standalone Oracle Business Intelligence Server 10g Release 2 node, update the file ORACLE_HOME/network/admin/tnsnames.ora and include the tnsnames entry to connect to your Oracle E-Business Suite Release 12 database. Use the same entry as exists in the tnsnames.ora file on your Oracle E-Business Suite Release 12 application tier server node. 5] Set the Environment Discoverer requires Windows Environment variables to dynamically retrieve the location of the .dbc file on the PC. Open Windows Control Panel and double click on the System icon. Select the Environment tab and create two new System Variables. FND_SECURE = ORACLE_HOME\Secure FND_TOP= ORACLE_HOME Note: The Oracle Home is the one identified in step 3. 6] Restart the PC and you should be able to connect to Discoverer in an Oracle Applications mode. Note: When you are connecting to Discoverer for the first time, then Goto Tools > Options. Check the proper EUL in the Connection Tab. For More Detailed Information Please refer the below metalink note: Using Discoverer 10.1.2 with Oracle E-Business Suite Release 12 [ID 373634.1] You might also like:
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Database Query for Discoverer
All discoverer folders and workbooks that you create get stored in database. You can use the below
queries to find the details. Find your Discoverer Workbook and Folder Details from Database: 01 select fu.user_name owner, 02 doc.doc_id "Document Id", 03 doc.doc_name "Document Name", 04 doc.doc_developer_key, 05 doc.doc_folder_id, 06 doc.doc_created_by, 07 doc.doc_created_date, 08 doc.doc_updated_by, 09 doc.doc_updated_date, 10 min(qs.qs_created_date) first_acc, 11 max(qs.qs_created_date) Last_Acc 12 from disco_apps.eul5_documents doc, 13 apps.fnd_user fu, 14 disco_apps.eul5_qpp_stats qs 15 where '#'||fu.user_id = doc.doc_created_by 16 and qs.qs_doc_name=doc.doc_name 17 and qs.qs_doc_owner=fu.user_name 18 and doc.doc_created_date<qs.qs_created_date 19 group by fu.user_name, 20 doc.doc_id, 21 doc.doc_name, 22 doc.doc_developer_key, 23 doc.doc_folder_id, 24 doc.doc_created_by, 25 doc.doc_created_date, 26 doc.doc_updated_by, 27 doc.doc_updated_date 28 order by doc.doc_updated_date desc; Find your Discoverer Workbook performance for different Business Areas: view sourceprint? select ba.ba "Business 01 Area", 02 usr.user_name, 03 doc.doc_name "Work Book", 04 min(qs_act_elap_time) "Fastest", 05 max(qs_act_elap_time) "Slowest", 06 round(avg(qs_act_elap_time),2) "AVG (s)", 07 round(avg(qs_act_elap_time)/60,2) "AVG (m)", 08 count(*) "Often", 09 doc.doc_created_date, 10 min(acc.qs_created_date) "First", 11 max(acc.qs_created_date) "Last Access"
12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
apps.fnd_user usr, disco_apps.eul5_qpp_stats acc, (select distinct gd_doc_id from disco_apps.eul5_access_privs ) privs, ( select distinct doc.doc_id,ba.ba_name ba from disco_apps.eul5_documents doc ,disco_apps.eul5_elem_xrefs eex ,disco_apps.eul5_ba_obj_links bol ,disco_apps.eul5_objs obj ,disco_apps.eul5_bas ba WHERE doc.doc_id = eex.ex_from_id AND eex.ex_to_par_name = obj.obj_name AND obj.obj_id = bol.bol_obj_id AND bol.bol_ba_id = ba.ba_id )ba where '#'|| usr.user_id=doc.doc_created_by And doc.doc_name=acc.qs_doc_name And privs.gd_doc_id = doc.doc_id And usr.user_name = upper(acc.QS_DOC_OWNER) And doc.doc_created_date<acc.qs_created_date And doc.doc_id=BA.doc_id group by ba.ba, usr.user_name, doc.doc_name, doc.doc_created_date;
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Oracle Discoverer Basics Oracle Discoverer Basics
About Discoverer: Discoverer is the end user adhoc query, reporting and analysis tool, which provides quick development environment to develop Data Warehousing & Business intelligence reports. What is business intelligence? Business Intelligence is the ability to analyze data to answer business questions and predict futures. Features and Benefits: Automated Summary Management – improving query performance in Discoverer Plus is now easier with this new feature. Oracle Applications support – This enables you to connect to Oracle Applications EULs as well as standard Discoverer EULs. Identifiers – all objects in a Business Area are now uniquely defined within each EUL by an Identifier. Change schema owner – you can now manually edit the schema Owner attribute (for a Folder) or leave it blank. Support for Oracle Materialized Views. Analytic Functions – perform complex mathematical analysis with this extended range of statistical functions. How does it Works? When a user creates or opens a worksheet, Discoverer: Converts the worksheet into the corresponding SQL statements (e.g. by converting folder names and item names to table names and column names respectively). Sends the SQL statements to the database. Displays the result set that is returned from the database. Discoverer Components: Oracle Discoverer Administrator Oracle Discoverer Plus Oracle Discoverer Desktop Edition (Viewer) Oracle Discoverer Administrator: Discoverer Administrator is a tool to hide the complexity of the database from business users, so they can answer business questions quickly and accurately using Oracle Discoverer. Discoverer Administrator’s wizard-style interfaces enable you to: Set up and maintain the End User Layer (EUL) Create Folders, Items and Item Classes Control access to information Create conditions and calculations for Discoverer end users to include in their worksheets Oracle Discoverer Plus: It is a web portal like Oracle Application front end through which you can log on with your oracle application username and password and create and run discoverer reports. Oracle Discoverer Desktop Edition (Viewer): It works same as Discoverer Plus, but it is a software that comes with Oracle BI Publisher setup. Here also you can create and run your discoverer reports. End User Layer (EUL): End User Layer is a Metadata repository for Business areas, folders and items on which
Discoverer workbooks or reports based on. The EUL is a set of database tables that contain information (or ‘metadata’) about the other tables and views in the database. Business Area: A Business Area is a set of folders containing related information with a common business purpose. Business Areas: Meet the specific data needs of the users Usually contain data from several different tables or views Have tables or views and their associated columns mapped to “folders” and “items” respectively Can contain many simple folders and complex folders May contain folders from one or more physical databases include conditions, joins, calculations, formatting, hierarchy structures, and other custom features May be accessible to one or many user IDs or roles; also, a user ID or role may be granted access to many business areas Let users access data, without having to understand the database structure Folders: The tables and views loaded into a Business Area are called as folders. There are 3 types of folders that you can create – Simple, Complex and Custom. Items: The columns of the folders are named as items. Item Classes: Item classes are like LOVs in Oracle Application. We can create item classes based on any columns of a table and we can join that item classes to any parameters of the discoverer reports. Joins: A Join relates two folders using common items. Conditions: Conditions filter worksheet data, enabling Discoverer end users to analyze only the data they are interested. Conditions are applied to the folders or items. Calculations & Hierarchies: A calculated item is an item that uses a formula to derive data for the item. Hierarchies are default drill paths between item that you define in Discoverer Administrator. There are two types of Hierarchy in Discoverer Administration Edition: 1. Item Hierarchies 2. Date Hierarchies Summaries & Summary Folders: A summary improves query performance in Discoverer Plus or Discoverer Viewer by using preaggregated data created through Discoverer Administration Edition. A Summary Folder is how Discoverer represents the underlying structure of a summary table or MV. Each Summary Folder has one or more Items (i.e. columns from a summary table or MV). ASM: Automated Summary Management – It delivers fast performing queries while greatly reducing the amount of time spent on administration. ASM analyzes your tables, uses query statistics (when available) and default values (the summary policy) to determine how summaries are created for you. ASM is able to automatically create and maintain the best set of summaries based on this combination. Posted by Raveendra at 08:29 0 comments Links to this post Email ThisBlogThis!Share to TwitterShare to Facebook
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Working with Complex Folders in Discoverer Working with Complex Folders in Discoverer
Complex folders contain items from one or more base folders. It is same like a view in database. It enables you to create a combined view of data from multiple folders. A base folder can be any of the following types of folder: a simple folder, containing items based on columns in a single database table or view a custom folder, based on SQL statements a complex folder, containing items from one or more base folders However you could produce the same result set using a database view instead of a complex folder. But using complex folders has few advantages over using database views. When we use complex folders, the sql queries are automatically optimized by Discoverer. If we use view, we cannot get that improved performance. We can create complex folders without database privileges, but for view creation we require that. How to create complex folders? 1] Logon to Discoverer Administrator. 2] Select the business area in which you want to create a complex folder. 3] Choose Insert > Folder > New to create a new complex folder. 4] Click the new folder’s icon on the Data tab and choose Edit | Properties. We can give a more descriptive name, Description and Identifier Name for the new folder. 5] On the “Workarea: Data tab”, Drag an item from any folder in any open business area to the new folder. Or you can simply do copy and paste. Tip: You might find it easier to drag items between folders if you have two Workareas open. To open a second Workarea, choose Window | New Window (Shift W). Note: When you add an item to a complex folder, the folders that it comes from must be joined to the folder of at least one other item already in the complex folder. If this is not the case, Discoverer Administrator will display an error dialog. Note: If you select items from two folders that are joined using more than one join, Discoverer displays the Choose Join dialog. Here you can select one or more joins and click OK. Note: If you select an item from a simple folder that has a join that conflicts with existing items, Discoverer will display an error and you will not be allowed to add the item. If you want to see all the joins, conditions and the workbooks that are based on your complex folder, go to Folder Properties | Dependents Tab. What is complex folder reach through? Complex folder reach through is a mechanism that enables Discoverer Plus and Discoverer Desktop users to add items to their worksheets in addition to those provided in a selected complex folder. In Discoverer Administrator you can define one or more base folders within a complex folder as ’reach through enabled’. When a Discoverer Plus or Discoverer Desktop user selects an item from the complex folder, the associated reach through enabled base folders become available for selection in a worksheet.
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LOVs in Discoverer Reports LOVs in Discoverer Reports
We can create list of values (LOV) for any parameter in discoverer reports through Item Classes. Here suppose in Discoverer Report, we have a parameter called Period Name. It has a small LOV icon in the right side. When clicked on the LOV icon, the below window with all the Period Names will appear where you can choose one or many period names. Now the question is how to do this. You just need to do the below steps to accomplish this task. 1] Create a custom folder named ‘Time Periods’ in a business area with the below query. 01 select distinct 02 period_name, 03 period_num, 04 period_year, 05 decode(period_num,1, 'January', 06 2, 'February', 07 3, 'March', 08 4, 'April', 09 5, 'May', 10 6, 'June', 11 7, 'July', 12 8, 'August', 13 9, 'September', 14 10, 'October', 15 11, 'November', 16 12, 'December', null) month_name 17 from gl_periods; 2] Select the business area in which you want to create an item class. Choose Insert > Item Class. 3] Select the LOV Item class attribute.
4] Select the above created folder (Time Periods) and choose the Period Name column. 5] Here you can select the various items of other folders that can use this item class. You can skip this stage and later you can manually assign this item class to other items. 6] Choose the defaults and click next. 7] Give a suitable name to the Item Class 8] Now go to the Item of the folder on which you created the Parameter (Period Name) and then go to Item Properties. Here you assign the item class that you have created just now. 9] If you already created the parameter in your workbook and your discover plus or desktop is open then close it and reopen. Then you can view the LOV attached to the parameter. 10] If you haven’t already created the parameter, then create the parameter and run the report. You can view the LOV attached to the parameter. You might also like:
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Registering Custom PLSQL Functions in Discoverer
Although Discoverer provides many functions for calculation in reports, sometime we require to use custom PL/SQL functions to meet additional Discoverer end user requirements (for example, to provide a complicated calculation). For this we first need to create the functions in database through Toad or other PL/SQL editors. To access custom PL/SQL functions using Discoverer, you must register the functions in the EUL. When you have registered a custom PL/SQL function, it appears in the list of database functions in the “Edit Calculation dialog” and can be used in the same way as the standard Oracle functions. Note: To register a PL/SQL function you must have EXECUTE privilege on that function. You can register custom PL/SQL functions in two ways: Import automatically, by importing the functions (recommended) Manually
How to register custom PL/SQL functions automatically:
To register PL/SQL functions automatically you must import them in the following way: 1. Choose Tools | Register PL/SQL Functions to display the “PL/SQL Functions dialog: Functions tab”.
2. Click Import to display the “Import PL/SQL Functions dialog”. This dialog enables you to select the PL/SQL functions that you want to import. 3. Select the functions that you want to import. You can select more than one function at a time by holding down the Ctrl key and clicking another function. 4. Click OK. Discoverer imports the selected functions and displays the function details in the “PL/SQL Functions dialog: Functions tab”. Information about the selected functions is imported automatically. In other words, you do not have to manually enter information or validate the information. 5. Click OK. The PL/SQL function is now registered for use in Discoverer.
How to register custom PL/SQL functions manually:
To manually register a PL/SQL function for use in Discoverer: 1. Choose Tools | Register PL/SQL Functions to display the “PL/SQL Functions dialog: Functions tab”. 2. Click New and specify the function attributes. 3. Click Validate to check the validity and accuracy of the information you have entered. 4. If the function is invalid, correct the attributes and click Validate again. 5. (Optional) if the function accepts arguments: a. Display the “PL/SQL Functions dialog: Arguments tab”. b. On the Arguments tab, click New and specify the argument attributes. 6. Click OK when you have finished defining the function. The custom PL/SQL function is now registered for use in Discoverer. It is always recommended to register PL/SQL functions by importing automatically (especially if you have many functions to register), because it is easy to make mistakes when manually entering information about functions. When you import functions, all of the information about each function (for example, names, database links, return types, lists of arguments) is imported. You might also like:
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What is Fan Trap in Discoverer and how it handles them?
Fan Trap is a situation while running discoverer reports that return unexpected results due to a group of joined database tables. The most common manifestation of a fan trap occurs when a master table is joined to two or more detail tables independently. If you use a straightforward SQL statement to aggregate data points here, you may get incorrect results due to fan trap. Now, if you enable fan trap detection in Discoverer and if you use Discoverer to aggregate the data points, Discoverer will never return incorrect results. Example of Fan Trap: Consider an example fan trap schema that includes a master folder (ACCOUNT) and two detail folders (SALES and BUDGET), as shown below: Now let’s say we need to answer the question, “What is the total sales and total budget by account? Straightforward SQL statement approach:
SELECT Account.Name, SUM(sales), SUM(budget) FROM Account, Sales, Budget Where Account.id=Sales.accid AND Account.id=Budget.accid GROUP BY Account.Name;
Account Sales Budget Account 1 800 1200 Account 2 130 200 Account 3 600 750 Account 4 600 600 The above results are incorrect, because they are based on a single query in which the tables are first joined together in a temporary table, and then the aggregation is performed. However, this approach causes the aggregates to be summed (incorrectly) multiple times. Discoverer Approach: If we run the query in Discoverer interrogates the query, detects a fan trap, and rewrites the query to ensure the aggregation is done at the correct level. Discoverer rewrites the query using inline views, one for each master-detail aggregation, and then combines the results of the outer query. Here are the results from discoverer which is correct: Account Sales Budget Account 1 400 400 Account 2 130 100 Account 3 200 750 Account 4 300 200 How to enable fan trap in discoverer? By default, fan trap detection is always enabled for you. If you want to disable it (however not recommended), you can logon to Discoverer Plus, go to Tools > Options >Advanced Tab and click on ‘Disable fan trap detection’. How Discoverer handles fan trap? If a fan trap is detected, Discoverer can usually rewrite the query using inline views to ensure the aggregation is done at the correct level. Discoverer creates an inline view for each master-detail aggregation, and then combines the results of the outer query. In some circumstances, Discoverer will detect a query that involves an unresolvable fan trap schema, as follows: If the detail folders use different keys from the master for the join If there is a direct join relationship between the detail folders (thereby creating an
ambiguous circular relationship) If non-aggregated values are chosen from more than one of the detail folders If more than one detail folder has a separate join relationship to a different master folder You might also like:
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Saturday, 10 September 2011
Documenting EUL, Discoverer Workbook, Worksheet
Do you need to document EUL Schema, Oracle Discoverer Work-books, worksheets? Discoverer is a great ad-hoc and BI tool. People working and using this tool often need to document the EUL (End User Layer) but there is no straight forward ways to do it. I have seen clients run some scripts against the EUL meta data and then create a word doc file for later referencing. Lets focus on some of the key EUL tables which could be used to document the different Discoverer components. In the below examples, replace "disco" with the appropriate schema owner of EUL tables. In my case it is the disco owner and hence the examples List of Business Areas select ba_name "Business Area", ba_created_by "Creator", ba_created_date "Creation Date", ba_updated_by "Updated By ", ba_updated_date "Last Update Date" , ba_id from disco.eul4_bas where ba_created_by like 'DISCO' List of Folders select b.ba_name, f.obj_name folder_name, f.obj_id, f.obj_ext_owner Owner from disco.eul4_objs f, disco.eul4_ba_obj_links l, disco.eul4_bas b where 1=1 and f.obj_id= l.bol_obj_id
and b.ba_id= l.bol_ba_id and upper(b.ba_name) like upper('Video Store Tutorial') and upper(f.obj_name) like upper('%') order by b.ba_name,f.obj_name List of Folder Items select i.exp_name item_name, i.exp_id, i.it_ext_column, f.obj_name folder_name, b.ba_name from disco.eul4_expressions i, disco.eul4_objs f, disco.eul4_ba_obj_links l, disco.eul4_bas b where f.obj_id= i.it_obj_id and f.obj_id= l.bol_obj_id and b.ba_id= l.bol_ba_id and upper(i.exp_name) like upper('%') and upper(b.ba_name) like upper('Video Store Tutorial') and upper(f.obj_name) like upper('Products') order by b.ba_name, f.obj_name, i.exp_name List of Folder Joins select key_description from disco.eul4_key_cons where fk_obj_id_remote=100027 or key_obj_id=100027 (substitute the numeric id from the Folders obj_id (see the List of Folder query) List of Workbooks select doc_name "Document",doc_developer_key, doc_description "Description" from disco.eul4_documents View Discoverer Reports through Oracle Apps Self Service In this article we will discuss how to enable Discoverer reports to be viewed through Oracle Applications Menu structure. We will take an example report say "AR - Invoice Aging Buckets" with developer key "AR_INV_AGING_REPORT" Let us assume there is a seperate responsibility to view AR reports such as "Accounts Receivables Reports". We also assume that there is a menu (top level) called "ALL_AR_REPORTS" which is attached to this responsibility using the Define Responsibility form. Using the Discoverer User tool we share the "AR - Invoice Aging Buckets" to "Accounts Recievables Reports" responsibility. Now we will begin creating the Function and menus for this workbook. · Navigate > System Administrator > Application > Function · Go to the Description TAB · Enter Function Name = AR_INV_AGING_REPORT_DWB
· Enter User Function Name = AR - Invoice Aging Buckets · Enter Description = AR - Invoice Aging Buckets We appended a suffix of "_DWB" at the end of the function name to indicate this is a Discoverer Workbook function. You may choose any other name for your function but it is a good idea to keep the function name same as the developer key for easy identification and tracking. · Now Go to the Properties TAB · Select Type = SSWA plsql function that opens a new window (Kiosk Mode) · Maintenance Mode Support = NoneContext Dependence = Responsibility Selecting the Kiosk Mode opens the Discoverer workbook in a new window. · Now Go to Form TAB · Enter Parameters => “workbook=AR_INV_AGING_REPORT&viewer=Y” In the above we entered the workbook developer key and forcing the report to be opened using Discoverer Viewer. (If your ICX profile is set to use Discoverer Viewer then you may omit the part from "&" ) · Now Go to Web HTML TAB · Enter HTML Call = OracleOASIS.RunDiscoverer and then Click on the Save Button Now that we have created our Form Function we will create a new menu to hold this function and then attach this new menu to the "ALL_AR_REPORTS" menu. Navigate > System Administrator > Application > Menus Create a new menu "Aging reports" Then attach the function to this menu Now query the main menu "ALL_AR_REPORTS" and add submenu to this main menu Now we have finally linked all the pieces together. Wait a minute, just ensure that the user who needs to access this report is given the "Accounts Receivables Reports" responsibility. So when user "ARUSER" logs onto Self service signon, the user will see the "Accounts Receivables Reports" responsibility as part of the menu list. Clicking on this responsibility, the user will see the "Aging Reports" as one of the sub-menu and underneath there will be the link to the discoverer workbook. If "all is fine", clicking on the report link will launch a seperate window where user can enter parameter values and execute the report. NOTE: If the menu changes does not appear as expected then ask your DBA's to bounce the Apache middle tier. Also, make sure all the Discoverer profile values are set properly. The eul_date_trunc function information from a date. The idea is that it will "truncate" out all information EXCEPT for the element(s) that you specify in the format argument. For example if you specify eul_date_trunc(date,'mon') then you can consider the item to ONLY contain month information. Thhis is logically equivalent to saying to_char(date,'mon'). However eul_date_trunc
goes one step further than to_char in that it keeps the return type as date. This has several major advantages: It allows the user to use Oracle formatting & localization. It automatically gives you sensible ordering (i.e. The months will be ordered Jan, Feb, Mar... instead of Apr, Aug... that to_char would give you). The one disadvantage of this is that as Oracle date routines insist on certain parts of a date always being set ( Year, Month & Day ) then we have to provide defaults for these elements if they are not present in the format asked for. These defaults are 1900, Jan & 1 respectively. Contrary to popular belief, these were not chosen at random but because 1900 was a century date that started on a Monday.
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