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About Discoverer and Discoverer Components Oracle Discoverer is a business intelligence toolset that comprises: • Oracle9i Discoverer Administrator • Oracle9iAS Discoverer Plus • Oracle9iAS Discoverer Viewer • Oracle Discoverer Desktop The EUL is a set of database tables that contain information (or ’metadata’) about the other tables and views in the database. Administration Edition Oracle9i Discoverer Administrator is one of the components of Oracle Discoverer, 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) • control access to information • create conditions and calculations for Discoverer end users to include in their worksheets Desktop Edition and Discoverer Plus Discoverer Plus and Discoverer Desktop are tools for power users, data analysts and report builders. Users create ad hoc queries, reports and graphs in a 100% Java client or client/server version. Analysts drill up and down on their result set, pivot data, and change the layout to find answers to questions. Report builders create their own calculations, conditions, and totals to generate custom reports. Discoverer Plus and Discoverer Desktop provide enhanced scheduling capabilities to schedule long running queries at a later time. Scheduling is set up via a wizard, or triggered by exceeding the threshold limits. Workbooks can even execute automatically on a regular 'repeat' interval specified by users. Results are parameterized, shared or exported in a wide variety of formats, including spreadsheets and HTML for distributing to a larger community.
Discoverer Plus supports multiple firewalls for users who create queries on the Internet or Intranet. Discoverer Desktop enables users to export results in XML to other business intelligence tools like Oracle9i Reports Developer. Discoverer Viewer Discoverer Viewer is the tool for end users and data analysts. Users execute reports and graphs created in Discoverer Plus or Discoverer Desktop from any HTML device. Discoverer Viewer offers a flexible way to view reports, drill, pivot and export similar to Discoverer Plus. Embed and customize Discoverer Viewer within your web site to support a broad base of casual users. Discoverer Viewer supports multiple firewalls and SSL for users who run queries on the Internet or Intranet. Discoverer Viewer requires no plug ins or downloads, and requires no training. 2. Prerequisites to start Discoverer • A suitable database must be installed and available. An Oracle 8.1.7 (or later) database will support the use of materialized views to improve the performance of summary folders. • Discoverer Administrator must have been installed on a PC • Discoverer Viewer must have been installed on an application server machine and configured correctly • Discoverer Desktop must have been installed on users’ PCs Prerequisites to Access Data • EUL need to be created To Create EUL o Privileges required to create EUL in Oracle DB CREATE SESSION CREATE TABLE CREATE VIEW CREATE SEQUENCE CREATE PROCEDURE o Privileges required to create EUL in Non-Oracle DB CREATE SESSION CREATE TABLE CREATE VIEW
3.Role of DBA
the initial implementation of the Discoverer system the ongoing administration and maintenance of the Discoverer system
4.Advantages/Limitations of Discoverer Advantages Ease of Use Analytical Power Scalability and Performance Ease of Administration Integration and Customization Hiding Complexity Centralized Metadata Security Limitations
Discoverer is an all-in-one information tool from Oracle. Discoverer gives you sophisticated ad hoc query, analysis, reporting and web publishing capabilities. Admin Edition : Is an application that database administrators use to prepare the data so users' exploration can be easy and productive. User Edition : Enables business professionals to explore and analyze the data that's important to them -- while avoiding complex database structures and procedures Admin Edition : The Administration Edition is the tool you'll use to maximize these benefits for your users.Because most databases are designed for efficient data storage, not for ease of use. Discoverer User Edition makes data in databases easy to use by presenting it with familiar business-like names, organized to serve users' needs. 7 Step Process • Perform Business Analysis of User requirements • Mapping User needs to Database Structures • Create End User Layer (EUL) • Create Business Areas • Refine Business Areas to fit User needs • Use Admin Edition to maintain Business Areas • Privileges to Users/Roles The End User Layer lies between the User Edition and the database. It shields users from the complexity of database tables, views, columns, joins, and SQL. A business area is a logical grouping of information from database tables or views. Within a business area, you create: Folders -- based on tables and views. Items -- based on columns. Business areas are stored in the End User Layer.
Guidelines to Develop Discoverer Reports
PART 1.Administration Edition PART 2.Desktop Edition
PART 1 Administration Edition
• • • • Creating The Main Query Custom Folder. Creating LOV Custom Folders. Creating Item Classes Registering a Function
Creating the Main Query Custom Folder Step1. Log on to Respective Instance
Step2. Select Respective Responsibility
Step3. Select Open an Existing Business Area In that select the Respective Business Area
Step 4. Right Click on Respective Business Area (for eg BB HRMS Reports) Select New Custom Folder In the Window that got opened Paste the main Query.
Name the Folder with correct Convention. Validate SQL, after getting the message <<SQL is Valid>> Click OK.
Creating LOV Custom Folder Step 1. Right Click on Respective Business Area (for eg BB HRMS Reports) Select New Custom Folder In the Window that got opened Paste the LOV Query. Name the Folder with correct Convention. Validate SQL, after getting the message <<SQL is Valid>> Click OK.
Creating Item Classes Step 1. Go to Item classes tab Right click on Respective Business Area (for eg BB HRMS Reports) And select New Item Class, one window opens In Item class wizard: step1 check List of values and click next
In Item class wizard: step2 drag down and select Respective LOV and Field e.g.: LV_activitytype->Name) and click next
In Item class wizard: step3 click next In Item class wizard: step4 give name as Respective LOV (for e.g.: LV_activitytype) and description as Respective LOV (for e.g.: LV_activitytype) and click finish
Registering a Function Step 1. Select Tools -> Register PL/SQL Functions Step 2. Select New Give the respective function name (eg GET_GRADE_MONTHS) in the Function Name, Display Name, Description and Identifier. And Owner as Schema name (eg APPS)
Give the Package name to which it belongs in the Package. If the Function is independent leave the Package name as blank. And Database link as Default database Give the function return type in Return Type. Check the Available in User Edition
Step 3.Click Arguments tab Click new Give the function Parameters details in the order in the which they are passed to the function. Give the Parameter name in Name, Description and Identifier Give the Parameter type in the Data Type field Select Required radio button if that is a Mandatory Parameter else click Optional. Add all the Parameters one after the other as described above.
Step 4. Click on Functions tab And Click on Validate Check for the Message <<Function is Valid>> Then Click OK.
• • • • • • Create Workbook Define Parameter to apply Conditions Define conditions to limit worksheet Results by criteria you specify. Define Calculation to add new information to the worksheet Define a sort to organize the Results in the worksheet Define a Total to Summarize your Results
Create Workbook Step1. Log on to Respective Instance Step2. Select Respective Responsibility Step3. Select Create New workbook and click next
In that select the Respective Business Area Select the Custom folder you have created in the Administration and move that from available to Selected. And Click Finish.
The query Runs and data will get populated on the worksheet.
Define Parameter to apply Conditions Step 1.Go to Sheet->New Sheet
Select the required LOV Custom folder for the parameter to get created and move that from available to Selected and click finish.
Query Runs and data will get populated on the worksheet
Step 2. Go To Tools->Parameters Click New Select Respective LOV.Item(eg LV_Company.Name) in the For Item Field. Give the Parameter Name in the Name field. Select the prompt in the Prompt field.
Give Description in the Description if specified. Select Default value from the list of value And Click Ok.
Define conditions to limit worksheet Results by criteria you specify. Step1. Come to the previous main query data sheet without deleting the LOV data sheet. Step2. Go To Tools->Conditions And Click new Select Either Query or the LOV item in the item field Place the condition in the condition field Select either the hard coded or the item in the Values field If any relational operator required first click add then select specific relational operator in the group field. Eg Group Group AND Item Payroll Name Condition = Values :Payroll
: Payroll OR : Payroll Step 3. Click Ok
Step 4. Go to the LOV Sheet and delete the sheet.
Define Calculation to add new information to the worksheet Step 1. Go To Tools->Calculations Step 2. And click new a. Click on Functions Radio button. Select the function which you want and move that to calculation The click on items radio button and select the items to pass as formal parameters to the function and move that to calculation and Click OK (Eg : Function (Item1, Item2, Item3,Item4,…..) GET_COMPET_RATINGS(Person Id,’Team Working’,: Start Date,: End Date,Type,:Job) b. Select the items required and select the arithmetic operator required For an arithmetic operation.and Click ok
Define a sort to organize the Results in the worksheet Step 1. Go To Tools->Sort Step 2. Click Add Select the column which you want to sort And select direction as Lo to Hi if you want to sort by ascending order And select direction as Hi to Lo if you want to sort by descending order And select group sort or page break or hidden based on the requirement. And click OK. Define a Total to Summarize your Results Step 1. We can calculate either grand total or Subtotal Step2. First write a calculation item to get the sum of the required column as described in calculation definition. Step 3. Then Go to Tools->Total Step 4. Click on New Select the required aggregate function in the first drag down box and select the calculation item of the column for which you want to calculate the grand total or subtotal. Select Grand total if you want to calculate Grand total Or select subtotal and item on whose change you want to calculate subtotal. And click OK.
To Register the Function in Oracle APPS. 1.In Application Develeoper Responsibility Navigate Application-->Function. 2.Create a function in Description Tab give the following Values Function :XXHRCITBRN User Function Name :CITB Registration Number Description ;CITB Registration Number 3.In properties Tab for the function you gave (XXHRCITBRN) select the type as SSWA plsql function ,Maintenance Mode as None and Context Dependence as Responsibility. 4.In Form Tab in the parameters filed give the value workbook=XXHRCITBRN against the function name. 5.In WebHTML Tab give the value for HTML Call as OracleOASIS.RunDiscoverer And save the form.
Registering Discoverer Report in Oracle Applications
The following are the setups required for registering the report in Oracle Applications: Admin Edition SetUps • In the Discoverer Admin Edition a Business Area corresponding to the report is created. The folders for the said report are pulled into the Business area either from the Database or from the sql query defined on a custom folder. The Folders are based on the tables and views of the Oracle Applications data and items are based on the columns in these tables and views.
The Privileges in the Admin Edition are set to define what a user can do / access in the user Edition/Admin Edition for a defined Business Area.
The last mandatory step in Business Area creation is to administer security. From the Tools|Security menu in the Administration edition invoke the Discoverer security manager. From here you can grant access to Business Areas to different Applications responsibilities. A common approach is to create a new set of Applications responsibilities (i.e. discoverer_gl, discoverer_po) and grant business area access to each of these responsibilities. When you create these new responsibilities, ensure that the Applications security profile options for that responsibility is set. Next, from within the Discoverer Administration edition, check that these new responsibilities also have the privilege to use the Discoverer User Edition. To check this, use the Tools|Privileges menu and ensure that the given responsibilities have the User Edition privilege checked off.
Desktop Edition Setups • In the Discoverer Desktop Edition the user creates a workbook from the Business Area after defining the required folders and items within them. The conditions and formatting options are set to create the report in the workbook. One workbook may consist of multiple worksheets each defining different aspects of a particular report.
The workbook is now saved to the Database.
The workbook is shared to the users to whom it is to be made available.
A unique identifier is defined for this workbook and this is the identifier for configuring the report in Oracle Applications.
Oracle Applications SetUps • Go to the System Administrator/Application Developer responsibility in Oracle Applications. In case of Application Developer the menu to which the function should be added should be known.
Create a Function for executing the report. Select the type of function as SSWA PL SQL function.
The parameter for the function is selected as workbook= <Name of Identifier in Discoverer>.
In the Web HTML tab enter the HTML Call as OracleOasis.RunDiscoverer against the respective Function name.
Add the Function to a menu that has to SSWA responsibility. Now use the apps URL for home page and there under the SSWA Menu the link for the registered Discoverer report can be seen. On clicking the Discoverer report link the browser opens a new window for Oracle Viewer where the report parameters can be entered in textboxes. On the left side, the navigation bar displays all the sheets in the workbook of the said Discoverer report. On entering the parameters and submitting it the specified report is displayed based on the entered parameters.
Steps for Creating a Workbook and Graph In Discoverer
• • • • • • • •
Connect to administrator Edition with APPS/APPS@HFCU9 Select Create a new Business Area From Load Wizard. Click on the On-Line Dictionary (By Default), Click Next Select the Database Link <Default Database> Select the user from the list. Ex. APPS Click on Next Button In the Available list of APPS all the tables and views will be displayed Select the corresponding table/view on which workbook has to be created. Select the table and move it to Selected List Click Next Button The following screen will be displayed
Select the Options as given in the screen. • Click Next • Give the name to business area and Also a Meaningful Description • Click on Finish Button • Select the Tool -> Security
• • • •
Select the Business Area which has been created Move the Available Users/roles to Selected User/roles Click on the User -> Business Area Select User/role – APPS
• • • •
Select the Business Area – REGION and Click on the Allow Administration Check box. Click on Apply Click OK Button Click on Tools -> Privileges
• • •
In the Privileges table give the Appropriate privileges for the user like Create/Edit business Area, Format Business Area Etc. Click on Apply Button Click OK Button
Connect to Discover Desktop Edition – APPS/APPS@HFCU9
• • • •
Once connected to Discoverer Desktop Workbook Wizard will be opened Select Create a new workbook Option Select Table Click on Next Select the Business area (REGION) which has been created in Admin Edition
• • • • • • • • • • • • • • • • • • • • • •
Select the XX_MYREGION_COUNTRY Select the Columns which You want to display in workbook Move it to Selected List. Click Next Click on the Show Page Items Checkbox Drag the Region CD and move it to page items Click on the Hide Duplicate Check box also Click on the Next If any condition need to be specified can be specified in workbook wizard Step 4 Click Next In Workbook wizard of step 5 Sorting Order can be specified Click Next In Workbook wizard of step 6 calculation like Totals, % Etc can be specified Click on Finish Workbook will be created Now Click on the graph Select the Type of the graph Click on the Next Click on Finish Graph will be created. Save the workbook in the database. In File ->Manage Workbooks giving sharing to users, so that they can access the workbook.
For Connecting to Oracle Applications the following steps has to be done. In Administration Select Tools – Options
Select the 3 Option Button and specify the gateway/Password, FNDNAM • Now connect with Oracle Application User Id Preceded with : for example 10975: • Click on Oracle Application User Check box
Once we click on the connect Responsibility Pop-Up window will be Populated will all the responsibilities will be displayed.
Select One responsibility and press ok
The Process for Creating the Business Area and Workbook remains the same. In oracle Application the DBA has to give access to all the business areas then only user will be able to access the business areas. In the Security also user can give access to Application Users and responsibility for accessing the business areas.
The Steps for Calling the Oracle Discover workbook and Graph in Oracle Applications
Create a function as specified in the tab
In Tab of Properties select Type as SSWA PL/SQL Function
In the Form Tab Give the workbook Name which you have created. Give the name as specified in the Discoverer workbook. In Discover Desktop Edition select manage workbook and click on Properties. In that identifier name will be there. It should be same what we specify in the parameters workbook = ‘ASSET’
In HTML Call give the values as OracleOASIS.RunDiscoverer Save the function Create a Menu and attach the Function Assign this menu to Responsibility. Assign the responsibility to User. Log in with the user and select the responsibility
• In This Menu Graph will invoke the discoverer workbook and graph. • Select the menu entry for discoverer. Which will invoke the Discoverer workbook and graph will be displayed on the browser.
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