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ORACLE Discoverer

Plus 10g For EnvironMax/HMMS Users

Prepared by EnvironMax, Inc. 2875 So. Decker Lake Dr. Salt Lake City, Utah 84119 26 October 2006

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users

Release 4.0954

Disclosure: This training manual was created by EnvironMax, Inc. to train EnvironMax/HMMS users in the use of Oracle Discoverer Plus software.

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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Table of Contents Introduction What is Oracle Discoverer? Why HMMS Users need Discoverer Terminology Starting Up Setting Options Chapter 1: Getting Started Creating a Workbook Selecting Items for the Workbook Adding Items to the Workbook Arranging Items in the Workbook Renaming a Worksheet Re-Ordering Worksheets Running the Worksheet Editing the Worksheet After Running Adding Descriptions to Report Titles Opening a Previously Created Workbook Scheduled Workbooks Saving a Workbook Refreshing Data in a Workbook Deleting a Workbook Chapter 2: Customizing the Query Formatting Data, Headings and Totals Sorting Data Simple Table Sorting Group Sorting Sorting Crosstab Worksheets Pivoting Data Pivoting data in a Crosstab Duplicating Tables and Crosstabs Chapter 3: Query Conditions Filtering the Data Adding Conditions to a New Workbook Selecting Predefined Conditions Adding a Condition from the Toolbar Multiple Conditions Conflicting Conditions Prompting for Data Calculations Building Complex Calculations Available Functions Using a Calculation in a Condition 3

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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Passing a Parameter to a Calculation Percentages Applying Totals Chapter 4: Graphs Using Graphs in Your Reports Graphing Terminology Selecting the Correct Graph Type Create Graphs Using the Graph Toolbar Saving Your Graph Deleting Your Graph Chapter 5: Exporting, Printing and Sharing Exporting Results Exporting to Microsoft Excel and HTML Printing Workbooks Sharing Your Workbooks

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0954 Introduction What is Oracle Discoverer? Why EnvironMax/HMMS Users need Discoverer Terminology Starting Up Setting Options 6 7 7 10 12 5 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.

For example. IQ Objects was used for the reporting tool. and the business views are linked the fields can be used in the reports. EnvironMax/HMMS reports are seldom-simple reports that pull data from one database table. As with any new program. This class was designed to start out with the basics and finish with the advanced features of the 6 . MSDS. one report may require data from the Inventory.  The Discoverer Plus gives you tools so you can create your own queries and reports on the web. and administer data and the user’s interaction with that data. Why EnvironMax/HMMS Users Need Discoverer EnvironMax/HMMS users are often required to run reports. As long as there is a link in the database. Discoverer has some powerful features including:      Reporting Wizards Generating Sub-queries Data Drilling Graphs and Charts Ability to schedule a report to run at a different time There are four different editions of Discoverer:  The Discoverer Administrator Edition is used to create. Issues. It is designed to meet the diverse needs and skill sets of business users and to provide access to the data within applications. Discoverer allows us to choose items from any table or folder.0954 Introduction What is Oracle Discoverer? Discoverer is Oracle’s data query and ad hoc reporting tool for its Internet based database. Inc.  The Discoverer Viewer allows you to run reports that are created using Discoverer Desktop or Discoverer Plus.  The Discoverer Desktop Edition is the client-server tool used to create the queries against the database. In the past. To obtain copies of Discoverer.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. maintain. or your Oracle system administrator for EnvironMax. Internet solution like EnvironMax. Usually the report is pulling data from many tables. IQ Objects is a client server based system that will not work with a web-based. there is certainly a lack of knowledge of Discoverer. and Chemical Information tables. contact Oracle Corp.

It is a great way to start writing reports.0954 program. Tool Bar provides shortcut icons for most of the common menu tasks. When this course is completed. i. printing. and accessing help. 7 .. students should be able to return to their site and create their own Discoverer reports.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Workbook Wizard is used to create new workbook or worksheets. which provides for the common tasks. opening and saving files. Terminology Here are some of the common terms: Menu bar is a standard menu bar. The icons can be used to save time. There are ten steps involved in the wizard.e.

There is also a context sensitive help. Each worksheet contains data related to the workbook but might be arranged differently. The workbook has worksheets in it. The workbook has a standard menu and toolbar. and Help Topics. Workbook is used to prepare the layout for the report and to select the data required in the report. 8 . The Help menu it is divided into several areas: Manuals.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users The steps include:          Select a query type Add columns/items Format the table layout Set conditions (filters) Set sorting order and/or groupings Add calculations Define totals Define percentages Select the parameters (prompts) for the report Release 4.0954 Help is accessed through the menu. The toolbar allows quick access to commonly used menu options.

i. they are also called data points. Examples of business areas are Administration. Folders are the second level of information in Discoverer and are groups of related information. Discoverer will requery the database for current data. If this is not the function needed at this time. End User Layer is what tells Discoverer which business areas to access.adds each line together in a summary line Max – Min Average . Folders are tied to the database tables that make up the EnvironMax/HMMS database. and is maintained by the server administrator for each location. Employee Address. For items that are numeric.0954 Worksheets contain the information to analyze. it will show on the list in bold. Business Area Folders Business Areas are the collection of folders that contain information with a common business purpose and includes the tables and items in the EnvironMax/HMMS database. Examples of items would be Employee First Name. There are several aggregate functions available on the data points.shows one entry for each line of data Sum .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. just select the correct one from the list.e. and Employee ID. Items are the third level of information in Discoverer. The Discoverer administrator sets the default aggregate function. kgrams_out. Calculations are custom fields that are not included in the database but are commonly used in reports. Zones. Items are grouped within folders. i. and Inventory. When opening an existing worksheet. Material. They are: Detail . Examples of folders are Employees. Each worksheet contained in a workbook is a separate query.e. Waste and Air. Organizational. This is updated periodically by EnvironMax. Each item is tied to a specific type of information or field within a table.. The Discoverer administrator can 9 .produces an average over a period of time. Kgrams_used or Pounds_used.

Click the Apply button at the bottom of the screen. • • Click on the “Create Connection” button.e. The calculations also can be created at the site by the user. there are a few things that might have to set up. For example. A workbook can have as many sheets as necessary to obtain the information required. The query returns the information in a workbook on a tabbed page called a sheet. Access the web address the Discoverer administrator provides.. • • • Launch the web browser. Page Items are a special item that groups like data into a page format. use a preset condition that the Discoverer administrator created. select the different item from the drop down list. inventory shown by Issue Point(IP).ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. fill in the description. Rows are the next level of information and represent all of the information about one item in the database.0954 predefined these and add them to the correct folder. Conditions are filters that control what data is retrived into the report. Then fill in the Database Account Details. The user can define these conditions or if available. The page will change within that worksheet. select the IP from the drop down list to see the data for that IP. To change the page. Give the connection a name. A workbook must contain at least one sheet. Starting Up When first starting Discoverer. Query is the search that retrieves data from the EnvironMax database according to the criteria specified. i. 10 . the rows for the item “Employee First Name” would include one line of data for every first name of all the employees in the EnvironMax database. The “Connect to Discoverer Plus” connection screen appears. The Create Connection: Connection Details screen appears. the IP is the page item.

Click on the Connection name you created.0954 • Then the Connect to Discoverer Plus screen appears with a connection line showing the connection you just created.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Then click on the Connect button. 11 . Type in the password to the log in account you created in the previous steps. • The Connect to Oracle Discoverer dialog appears.

retrieves the workbook. The following tabs are available: General Query Governor Sheet Format Default Format Advanced EUL Select the General Tab: This is where the default settings for opening and executing the query are set. Setting Options Select the default options for all the workbooks by selecting Tool/Options from the menu. Reason for this option is to select different worksheet than the default one without waiting for the report to execute. but it does not contain any data. This will open an Options Dialog box. 12 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Don’t run query (leave sheet empty) .0954 • Once connected the Workbook Wizard will start. The choices are as follows: • • Run query automatically – retrieves data specified by the worksheet as soon as the workbook or select the worksheet is opened.

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users • • Release 4. The choices are: • • Always.0954 Ask for confirmation – This is the default setting. Select the Query Governor Tab: The Query Governor options reduce the time it takes to execute a query. Once the workbook opens. The user specifies the number of days from the last update of the summary tables. the Summary Data and the Query Governor. This tab is divided into two parts. Scheduled Workbooks: o Don’t show the new results window after initial connection – prevents the new data from appearing in a results window. when available – selecting this option tells Discoverer that the data is not time sensitive. a dialog box appears asking to run the query for the first sheet. Only when summary data is not out of date (stale) – Select this option when the data is time sensitive. The Summary data section allows the default setting for utilizing summary data. • Show wizard graphics – This selects or deselects the graphics on the wizards. It will always use the Summary Tables. 13 . When all options on all tabs have been set select OK. o Don’t show expired results on exit. delete results automatically – deletes the results upon exiting Discoverer.

NOTE: Changes made to this tab affects current sheet and future sheets. i. Select this option to see a warning message if the query will take a long time to execute. Select the Sheet Format Tab This tab allows for display format of the crosstab or table. A message will display if not all rows are retrieved to inform the possibility that incomplete data is displayed. What it does is bring back the data in smaller bits instead of waiting for it to compile all the data. Some lists could be extremely long. Prevent queries from running longer than – This option selects the run time for the query. Retrieve data incrementally in groups of – This option allows Discoverer to bring back data quicker from very large tables. Limit retrieved query data to – This option controls the maximum number of rows to return.e. 14 . Cancel list-of-values retrieval after – The setting controls the maximum time it takes to retrieve the list of values. CAS numbers. Discoverer estimates the query completion time.0954 Never – Selecting this option retrieves current data every time the report is ran.. The default setting is 250 rows. This message will only appear if the query will exceed the time specified.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users • Release 4. the query will cancel. • • • • Select OK if there are no more options that require setting. Selecting the options for the Query Governor Data • Warn me if predicted query time exceeds – When retrieving data for a worksheet. If it exceeds the specified time. there are thousands in the database.

Row numbers (table only) – Show sequential numbers on left side of table.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Select the following options: • • • Release 4.Displays a title if created. Select OK if there are no more options that require setting.Select the number of rows to be displayed per page. Rows per screen page . On this version the Title that is printed is the name of the sheet. select a value to show from the drop down list or type it in. Select Aggregation tab This tab sets the way the aggregated cell value is computed. Values that cannot be aggregated as – Select from a pull down list. if a cell contains a figure for an amount owed but the database has a null in the field and you changed it to zero. For example. The example on the right side of the dialog box shows a sample display. 15 .0954 • • • • Title . which format to use when a number cannot be aggregated. Horizontal and vertical gridlines – the lines that separate the rows and columns. it could be misleading because it appears that “0” is owed. Select OK if there are no more options that require setting. Inline/Outline (crosstabs only) – Select arrangement of side axis data items from the example icon. Null value as – If a cell contains a null value. o Caution: When using a number 0 (zero) for a null value it might be misleading.

Do not make changes here without the Discoverer administrator assistance. Select the Advanced Tab This tab is for the Discoverer administrator. make required changes.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Select Default Format tab Release 4.0954 Select the default setting for the following items: Data Format Heading Format Total Format Highlight the setting that requires formatting. select the arrow next to the EUL name and choose the correct EUL from the list. The example box shows a sample. Repeat for each default setting that require changing. To select a different EUL. Select OK 16 . Select OK if there are no more options that require setting. and select OK. Select EUL tab This tab tells Discoverer which End User Layer (EUL) to use. To reconnect Discoverer to the database. Select the change button to see a list of format options. select from the file menu Connect to Database. Remember once the EUL is changed Discoverer needs to reconnect to the database. The Discoverer administrator will provide the proper EUL name.

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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 1: Getting Started Creating a Workbook Selecting Items for the Worksheet Adding Items to the Workbook Arranging Items in the Workbook Renaming a Worksheet Re-Ordering Worksheets Running the Worksheet Editing the Worksheet After Running Opening a Previously Created Workbook Scheduled Workbooks Saving a Workbook Refreshing Data in a Workbook Deleting a Workbook 18 19 19 19 20 20 21 21 22 23 24 24 24 18 .

select the File Menu and then select the “New” option or by selecting the New Workbook toolbar button.0954 Getting Started Creating a Workbook Creating a new Workbook or Worksheet using the Workbook Wizard is the quickest way to create a query. Select the “Create a new workbook” icon. When Discoverer starts. To start a new workbook from the menu. Once a new workbook as been selected.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. there will be prompts to select the display types for the results. 19 . select either create a new workbook or open an existing workbook. the first screen shown is the Workbook Wizard.

If there are multiple items needed for the report. at the intersection of the row and column is the sum or the average. Drag and drop the selected items. • Page-Detail Table – displays data in columns grouped by the items in the page axis. After all items are selected for the report. or highlight them then select the right arrow. select all the required items release the [Ctrl] key then select the right arrow. Selecting Items for the Workbook The second step of the Workbook Wizard is used to select the items for the report. Once the format is selected. Each column is a column item. 20 . Select the items from the available folders list. To open that child. run the query by selecting the Finish button. The wizard utilizes the following symbols: • A plus sign shows there is another level in the structure that is not shown but can be. By selecting a different value in the page axis. • Page-Detail Crosstab – displays data in a crosstab grouped by the items in the page axis. it will display the data for that value on the page. or continue using the Wizard to refine the query by selecting the Next button. The items with the plus sign have children of the object.0954 The four options are: • Table – displays data in columns with headings. • The absence of a sign indicates there is not another level. select on the Next button. • A minus sign indicates that the lower level is displayed. hold down the [Ctrl] key. • Crosstab – displays data in a crosstab format with values running across the top and down left side. select on the plus sign or double select the object name.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.

The other option in this third step is to hide any duplicate rows. Arranging Items in the Workbook The third step in the Workbook Wizard enables rearrangement the items in a query. Select the item and press the arrow key to move the item into the selected column. Select the folder that contains the item needed. select on the “Show Page Items” check box at the top of the query. If the display type is a Page Detail Layout and you wish to change it to a single table.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. To change the position of any axis item on the worksheet. To change the display type to a Page-Detail Table. Select multiple items by holding down the Ctrl key.0954 Adding Items to the Workbook The Available list shows all of the items in the Business Areas. To move a column to another location just select and drag it to the desired location. only a single row for the items that have duplicates in the database will show. By selecting the “Hide Duplicate Rows” box in the upper right hand side of the window. Renaming a Worksheet Open the workbook that contains the worksheet to be renamed. and convert a table or crosstab to a page-detail layout. Drag an item from the detail axis to the page axis and change the output to a Page Detail Layout. 21 . suppress the duplicate data. To include an item in the query: • • • Select the Business Area to work with. Do one of the following: • Double-select the tab at the bottom of the worksheet. drag the item to the correct position on the worksheet. drag the items from the page axis to the detail axis. This displays the “Page Items” field.

A dialog box appears. simply select the item to delete from the Selected Items list and select the Left Arrow button. 22 . Repeat this process until all sheets are in the required order. add or remove items from the worksheet do one of the following. Either one returns starts the wizard. either run the query by selecting the Finish button. Then. Type in the new name and select OK. Or select the edit sheet icon. Adding items to the worksheet select the Edit Sheet icon from the toolbar or select Sheet/Edit Sheet from the menu. Choose Sheet/Move Sheet from the menu. highlight the sheet to be moved and select the up or down arrow until the sheet is positioned where it is required. Editing the Worksheet After Running After running the query. Re-ordering Worksheets Open the workbook that requires the sheet to be re-order. then select the item or items from the Available List. to edit. select OK. this shows the data that was retrieved for the query. Running the Worksheet With the items selected for the query. Removing items from worksheet select the item to remove. or continue the Workbook Wizard for additional help in customizing the data on the workbook. and then select Edit/Delete from the menu.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 • Select Sheet/Rename from the menu Either choice will bring up a dialog box to rename the Worksheet. Select the Right Arrow button or drag the item to the Selected List. When complete select the Finish button. The results window will appear. the report will run.

 Sort: select how the report is sorted.0954 Edit sheet icon Once the items have been selected the Edit Sheet page. They are as follows:  Table Layout: selects the layout for the table. Then click the save button. Select the File/Manage Workbooks/Properties from the menu.  Parameters: create parameters or edit existing parameters. there are eight more tabs on the wizard.  Totals: summarize the results using the aggregate functions. Enter the desired description in the description block.  Calculations: create or edit the calculations used in the report. 23 .  Percentages: create or edit the percentages.  Conditions: select the conditions that meet the reporting requirement.  Format: choose the format for the data and headings or edit the display names for an item.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Adding a Description to a Report Title Once the report has been saved. Each of these will be covered in later chapters.

 Select File/Open from the menu. A scheduled workbook will be covered in more detail later. 24 . Select the workbook from the appropriate list and select Open.0954 Opening a Previously Created Workbook To open a workbook that has been saved to the database. in the Wizard. The workbook will open. A dialog box will appear with the following two choices: either to open a workbook from the database or open a scheduled workbook.  Scheduled Dialog show the list of reports that have already run and are now available to view.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. choose one of the following:  Select “Open an existing workbook” option.  Select the Open Workbook icon from the toolbar. A query execution progress dialog box will appear showing the estimated loading time for the first sheet.  Database Dialog shows the list of workbooks that have been saved to the database and are available to run.

Other reasons to schedule a workbook to run: • The workbook will take a long time to run. Work with the data in a normal manner. so that the current inventory is shown. • Select from the menu File/Open. The query runs and fills the worksheet with the most recent data. so the inventory that requires replenishment can be ordered on Friday. Scheduled Workbooks Workbooks can be scheduled to run at a specific time. provided the correct privileges have been granted. o Note: The worksheets in a scheduled workbook contain data that was derived specifically for that report. The open Workbook dialog box will appear. An example of this might be a weekly inventory report. • The workbook is required to run on a reoccurring basis. The Discoverer Administrator can set the schedule for this report to run. which is required to run every Thursday evening. • If it is a shared workbook. Saving a Workbook There are several options to save a workbook but it depends on whether the privileges granted. which limit the time allotted to open the worksheet. The results of the report will be saved on the server and be available to upon log in to Discoverer. not on the local personnel computer. File/Save. • Select the Scheduled and then select Open. If the query will take longer than the set limit a dialog box will open to continue select one of the following:  Select Yes. Then select Sheet/Refresh Sheet from the menu to retrieve the data for that sheet. If the Discoverer Administrator has granted the appropriate privileges to schedule the workbook. A dialog box will appear with a list of all scheduled workbooks. To open a scheduled workbook: • Connect to Discoverer and select open an existing workbook. Select No to see a different worksheet from the first one. use the Save As command to save the workbook using a different name. the local computer does not need to be on. there are options that can be set. A reminder message will appear if there are changes to the data that states the new data is not the same as the old data.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. can save the workbook and the changes by selecting the Save icon or by selecting from the menu. • Select the workbook to be viewed and select Open. 25 . with the correct privileges. Since the scheduled report runs on the server. the report writer could schedule these to run.0954 In Discoverer.  Select No. • The owner of the workbook. Just select the worksheet tab required from the bottom of the window. The worksheet opens but contains no data.

To delete a workbook. Select the one to delete. To refresh the data. By refreshing the data. the data displayed then would be based on current data. Refreshing Data in a Workbook The data in the worksheet is a result of querying the database at a certain time. and then select the Delete button. it can be deleted. To refresh data in a worksheet. • Select File/Close. select File/Manage Workbooks/Delete.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users • Release 4. Note: The user must have the correct database privileges to delete a workbook. a dialog box will appear prompting for a new name for the workbook. select Save. If changes were made a dialog box will appear prompting that the changes be saved. if the workbook is a shared workbook. Select Cancel. A dialog box will appear to show all the workbooks on the database that the user owns. re-query the database. Once the new name is entered. • Select File/Save As. the workbook can be viewed and edited but the changes cannot be saved.0954 If the privileges to save the workbook have not been granted. it ensures that the data being viewed is up-to-date. it cannot be deleted unless the user is the owner of it. the workbook will close if no changes were made. To save a workbook. and the workbook will remain open without saving any changes made. Also. 26 . select one of the following: • Select File/Save. the workbook is saved and remains open. Deleting a Workbook If a workbook needs to permanently remove from the database. select Sheet/Refresh Sheet or the Refresh icon on the toolbar.

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 2: Customizing the Query Formatting Data. Headings and Totals Sorting Data Simple Table Sorting Group Sorting Sorting Crosstab Worksheets Pivoting data Pivoting data in a table Pivoting data in a Crosstab Duplicating Tables and Crosstabs 26 26 26 27 30 30 30 33 33 27 .

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Headings and Totals Formatting the data in the worksheet can be accomplished by applying a format mask that was previously defined by the administrator or the user can define a format. The format categories that will be available will depend on the type data that has been selected to format. If there are no sort options shown. This will open the Edit Worksheet dialog box to the Sort Tab. select the Add button. Select the Default Format tab. The sort can be either “low to high” (ascending) or “high to low” (descending) order. select the column to sort by clicking the black down arrow to all columns available. select Reset. being able to see which issue points are making the most issues or which waste generator is generating the most waste. To accomplish this. 28 . select Sheet/Edit sheet or select the Edit Sheet toolbar icon.0954 Customizing the Query Formatting Data. Sorting Data By sorting the data. Select the item or items that require the format changed. For example. Sorting helps in the process of analyzing the data. it is arranged either numerically or alphabetically. Then select the text or number tab. Simple Table Sorting Select the Edit Sheet icon from the tool bar or select the menu item Tools and select sort. and then select the Change button. To reset everything back to the original settings.

repeat the above steps until the report is completely sorted. by checking the box to hide the month column it will make the column not show on the report. Then select OK.0954 Select the direction drop-down list to select sort order. low to high or high to low.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. notice the Issue Point ID is repeating itself and it is not in any order: 29 . The Hidden check box will hide the column that is being sorted. Group Sorting In the example below. To further sort the report. when sorting issues by the month. Group Sorting will be covered later in this chapter. i.e..

0954 When selecting the group sort. 30 . The steps involved in applying a group sort is similar to the simple sort. notice how the data changes: NOTE: Remember a Group Sort can be applied on a table worksheet but not on a crosstab worksheet.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users After a single sort by Issue Point ID see the change in the appearance: Release 4. except this time select Group Sort on the sort dialog box.

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 2. The Sort Crosstab dialog box appears. This will remove that sort from the current worksheet. 31 . To sort the data in a crosstab: 1. highlight the sort beside the order number and select Delete. Open the crosstab that requires sorting. If there is a sort that is no longer required. Select from the menu Tools/Sort. Sorting Crosstab Worksheets The sort crosstab dialog has many options for sorting crosstab worksheets. select OK.0954 If that is the only change required.

Select the location on the crosstab of the columns to sort. select the item to move and select Move Up or Move Down. Select either Sheet/Table Layout from the menu or the Table Layout icon on the toolbar. This tab is showing everything in the current position. there is greater control over the elements that can pivot. 7. 6. This list will change according to the choice made above in step 3. 5. Select the drop-down list of the Item to Sort and select the data item. Select OK to sort the data. The Row drop-down list contains data for sorting based on the top of the crosstab. Select the column to pivot. On a crosstab. The choices are to move the column from the table to the page axis or vice versa.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select OK The example below shows how pivoting the supervisor to the page axis affects the report. The Edit Sheet dialog box appears with the table layout table tab selected. 5. Select the Column/row drop-down list and select the column or row to sort. represented by the black bar.0954 3. To pivot items on a table: 1. and then release the mouse button. Open the table. 2. The Column drop-down list identifies columns containing data for sorting based on the left side of the crosstab. Select the Direction drop-down list and select a direction to sort. Drag the column to the desired location. o Above the data – shows the data columns on the top axis. 3. 8. 4. o Along left side of data – shows the data columns on the left axis. To change the sort order. 4. 32 . Pivoting Data Pivoting allows the data to organized by moving selected items from the main body of the table to a page axis.

choose the new supervisor.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. and select OK. To select a new supervisor. Before: After: Notice how only one supervisor’s information is on the page. select the down arrow beside supervisor. This will change the data shown on the page to the data for that supervisor.0954 In the worksheet. 33 . notice how the data changed because of the pivoted data.

4.0954 Pivoting data in a Crosstab Since the data relationships in a crosstab depend on the intersection of the axis items. by duplicating the table as a crosstab or vice versa. Icon from toolbar Duplicate as Table. d. 2. Open the worksheet to duplicate. Depending on the selection. From the menu select Sheet/Crosstab Layout. It will enable the user continue to analyze the data. Icon from toolbar Duplicate as Crosstab. Duplicating Tables and Crosstabs The process of duplicating a table or a crosstab provides a quick and easy way to present still more perspectives of the data. the same as it was above. From menu Sheet/Duplicate as Table. 3. Then select OK. 3. Arrange the columns and page items as required. 4. pivoting data creates a new set of data relationships. 2. Select OK. Select one of the following: a. c. From menu Sheet/Duplicate as Crosstab. b. 34 . To duplicate a table as a crosstab or vice versa: 1. for a table. either the Table Layout or Crosstab Layout dialog box will appear. Open the Crosstab. It might be necessary to show or build upon the existing data.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. The Edit Sheet dialog box will open to the Crosstab Layout tab. Select the items required in the new worksheet. 5. To Pivot data in a crosstab: 1. Select the item to move and select and drag.

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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 3: Query Conditions Filtering the Data Adding Conditions to a New Workbook Selecting Predefined Conditions Adding a Condition from the Toolbar Multiple Conditions Conflicting Conditions Prompting for data Calculations Building Complex Calculations Available Functions Using a Calculation in a Condition Passing a Parameter to a Calculation Percentages Applying Totals 36 36 37 38 38 39 39 41 44 45 45 46 48 50 36 .

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users

Release 4.0954

Query Conditions
Filtering the Data or Setting Conditions
Oracle Discoverer uses conditions, which are filters that are placed on an item to limit the number of rows that are retrieve from the database. For example, a user may want to see all the employees assigned to a certain zone. To do this, the user would limit the search to a certain zone. The condition then finds the data that matches it and displays it in the worksheet. The other data is not visible since it did not match the condition. There are two types of conditions that can be applied. The first is the administratordefined condition. This is one that the Discoverer Administrator has set up as a condition that would be used frequently. The second type is user defined, created by the user to apply to the workbook or worksheet.

Adding Conditions to a New Workbook
When creating a new report, step five of the wizard is where any conditions are applied to obtain the data required.

If your Discoverer Administrator has any Predefined Conditions, they will show up in a list in the center of the dialog box. To create a new condition, select the New button. A New Condition Dialog box will appear.

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The check box beside Generate name automatically is checked by default; this option will name the condition automatically. The next block in the dialog box is a description block where the new condition is described. Then under the Item column, select the item to apply the condition to. Select the operator for the condition. Then assign it a value. Then select Ok.

Selecting a predefined condition
The Discoverer Administrator can define two types of conditions: mandatory and optional. • A mandatory condition will be automatically applied when that item is selected to be included in the report.

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An optional condition appears in the item selector as an icon. The user selects to use it or not.

To select a condition for a worksheet, select the Condition Tab. A list of predefined conditions will be displayed. Select the condition to apply. Then select the Edit button to see the condition. An Edit Condition dialog box will appear.

If everything is correct, then select OK. If not make the applicable changes, then select OK.

Adding a condition from the Toolbar
To add a condition from the toolbar, select the condition icon. The Edit worksheet dialog box will open to the condition tab. Proceed as described above.

Multiple Conditions

Condition Icon

There can be multiple conditions applied to a single worksheet. The checkmark in front of the condition indicates that the condition is applied to the worksheet. If there is a condition applied that is not required, simply un-check it.

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Uncheck conditions that are not used.

Conflicting Conditions
There may be times where the condition list will contain conditions that will conflict with each other. For example, the two conditions KGRAMS USED greater than 500 kgrams and KGRAMS USED less than 100 kgrams conflict because the first condition would remove the data that the second condition tries to display. A warning message would appear stating that there is a Condition Conflict.

Prompting for Data
In Discoverer, the user prompts are called Parameters, which can be set in step ten of the wizard. Select the New button to create a new parameter.

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Remember to use wildcards the operator has to be “like. 41 . Select the operator for the condition. select the item on which to set the parameter. to create more parameters.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. select OK.0954 The New Parameter dialog box will open.” Once all the questions are answered. repeat the above steps until all of the required parameters are done. Answer the questions. The wizard will open again.

select Tools/Parameters. The Delete button will delete the parameter that is highlighted.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 42 . Select OK to run the report once the questions are answered. Then the Edit Parameter Values Dialog box appears. To use the menu. select the Finish button.0954 To change a parameter. Notice that the description of parameter is listed below the parameter. From there the process is the same. If there is more than one parameter. This is where the parameter questions are answered.. select the Edit button. which will open the Edit Sheet dialog box to the Parameter tab. Once all required parameters are completed. the Parameter dialog box will open and the required changes can be made. then the Move Up or Move Down buttons will be available to set the order of the parameters.

and it uses a full range of operators to give required results. common mathematical functions.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. When adding a condition to an existing worksheet. calculating the kgrams used. A calculation can be used within another calculation. are converting kgrams into pounds. or pounds used. When creating a new workbook. This will open up the Edit Worksheet dialog to the Calculations tab. calculations are applied in step 7 of the wizard. Calculations Discoverer has a range of calculations it can perform. then from the menu select Tools/Calculations. Some of the common calculations used. Or select the Calculator icon on the toolbar. 43 . the user will have to answer the parameters at the time it is being scheduled.0954 Note: If the report is being scheduled to run at a later time.

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 The Calculation dialog contains a “View Calculations for” list of value for all the items available in the worksheet. 44 . Select the new button to create a new calculation.

Functions. etc. Then select OK to create the calculated item. 45 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Then select from the list of values to show either Selected items.0954 The New Calculation dialog box will appear. First give the calculation a name. There are two ways to enter the calculation: Type the syntax for the calculation in the calculation field directly or build the calculation by selecting the items from the items list and selecting the functions from the functions list. pasting both into the calculations field.

The steps are similar to those for creating a simple calculation. which indicates that the calculation is applied to the worksheet.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. add the folder items to the calculation and select OK. Available Functions Some of the available functions are: Analytic: A set of Oracle 8i functions to perform business analyses. Building Complex Calculations Discoverer allows complex calculation using a combination of SQL functions and folder items.0954 The calculation will appear in the Calculations Dialog box with a checkmark beside it. 46 . In the Calculation field type in the SQL code for the function to be performed. Then the calculated item will be added to the report. Select OK in the Calculation dialog box.

Using a Calculation in a Condition Discoverer allows a condition to be combined with a calculation. 2.. sum of two items. To do this. Numeric: Single row numeric functions that return numeric values. 3. String: Single row character functions that return character values. Group: Calculates the reporting functions. Create the condition.e. Open a New Condition dialog box.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Date: Calculates arithmetic operations on dates. Other: Single row that do not apply to any other grouping. i.0954 Conversion: Single row functions that will convert one data type to the same or another data type. Select Ok. 47 . Select Create Calculation from the Item drop down list. follow these steps: 1. the Edit Calculation dialog box will appear.

Select NONE in the For Item Field. Name the Parameter. Select OK.0954 Then to apply the condition created in the New Condition Dialog box. Passing a Parameter to a Calculation Discoverer allows a custom calculation that uses a user prompt as part of the calculation. 3. Select New in the Parameter Dialog box. 48 . Create the parameter in the Edit Parameter dialog box.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select Tools/Parameters from the menu 2. Follow these steps: 1.

In the calculation string. 5. Answer the prompt. Apply the calculation. It will add the new column to the worksheet. enter the parameter name. preceded by a colon(:). Then the calculation will complete using the answer provided. Percentages 49 .0954 4.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. . 6. Or paste it from the Parameter folder. where needed. Create the calculation using the Edit Calculation dialog box.

50 . The first box in the top left hand corner of the dialog is where the name for this percentage is applied. specify the data to use to calculate a percentage. On the right side of the dialog box select whether the grandtotal number to show along with the percentage. There is drop down list of the label choices. This is done is step 8 of the workbook wizard. select the desired label. To create a percentage.0954 Calculating percentages of numbers is a data analysis task. Then select OK. select the New button. Then select from the drop down list which data point to use for the calculation of the percentage. Then select whether it will be a grand total percentage or a sum of each change. The New Percentage dialog box opens.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. When using the Percentages feature. Select if this percentage is for all sheets or just this one.

To edit an existing Percentage. and select the Edit button Select here to edit This opens the Edit Percentage dialog box. Make the changes necessary and select OK. Then select the Percentage tab. 51 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Percentages can be added to an existing sheet by using the menu Tools/Percentages. From there the steps are exactly the same. select the Edit Worksheet icon. This will open up the Edit sheet dialog box to the percentage tab.

Select on the data point drop down list and select the data point to use for the total. totals are applied in step 9 of the wizard. the value can either be displayed below the column or to the right of the column. The New total Dialog box will open. In a crosstab report. The options will change depending on the type data being totaled.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. In a new worksheet. such as an average or a sum to the values in a column. the sub total or total appears below the value in the column used for the calculation. Select from the drop down list for the type total to display. Select location for the total to be displayed. In the tabular report. Select the New button. 52 .0954 Applying Totals Totals and Sub totals are the result of applying a function.

select Tools/Totals from the menu. o Select the Percentages icon.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. There are several other ways to add to totals to a report. and then select the Total Tab. Then from there it is the same as above. Make the required changes and select OK. Select the Edit button. To edit the total. The Edit Total dialog will appear. They are: • Toolbar: o Select the Edit Worksheet icon.0954 Then select OK. • Menu: Select Tools/Total to bring up the Edit Sheet/Totals Tab dialog box. 53 .

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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 Chapter 4: Graphs Using Graphs in the Reports Graphing Terminology Selecting the Correct Graph Type Create Graphs Using the Graph Toolbar Saving the Graph Deleting Your Graph 54 54 54 55 58 58 58 55 .

Any changes to the data in the worksheet. The label is the text attached to the marker. doe the following: a. First delete the old graph and create the new. the graph will automatically update. Discoverer only allows one graph per worksheet. Each of these will have several sub-type variations within them. pie. Discoverer includes the following types of graphs: area. Percent Area. The text will show things like the total at the top of a bar in a chart. Creating a Graph 56 . slices. Label Legend Selecting the Correct Graph Type When using Discoverer to present the data in a graph. the group is a subset of the displayed data. The legend explains the markers in the graph. scatter graphs. and Stacked Area.0954 Using Graphs in the Reports By using a graph. and several others. bar. Most of the sub-types have a 3-D effect that can be turn on or off by using the 3D-Effect check box. each stack of bars is a group. For example. They are the bars. b.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Group Marker In a graph. The graph can also be used as an analysis tool to visually highlight trends. or data points that show in each of the different types of graph. An example of this is in the Area Graph. It will explain what each color means on the chart. showing the new data. there is a pictorial presentation of the data in the report. to create a totally new graph. The Graph Wizard helps create and edit the graph used in the report. areas. line. Duplicate the worksheet to create a new worksheet. If there is a graph already in a worksheet. the sub-types are Area. and then create the graph for the new worksheet. Graphing Terminology The following are the terms used by the Graph Wizard. The Marker is a graphical object that represents data values. Graphs are also automatically saved with the worksheet. in a stacked bar graph. there are 12 graph types from which to choose.

Select the Insert button to insert a date. Select Graph from the menu. time. To create a graph 1. select it to make the graph appear to have more depth. If the check box for the 3D Effect is active. Discoverer saves the settings for the next graph. put a check in the Show Title box. or other worksheet information. Then select Next. Every time the Graph Wizard is used. choose New Graph and the Graph Wizard appears. just select Finish.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Then select the sub-type graph to use. In the description box on the bottom of the wizard will be a description of the purpose of each type graph. and Layout Dialog box will appear. 3. Then type in the title. and then select the item to add. 2. To use the previous settings. The Titles. 57 . Totals. To add a title on the graph. Select the Font button to choose the font and color you want the title.0954 Discoverer utilizes a Graph Wizard to create a graph of the worksheet data. Select type of graph by selecting on the icon for the Graph type.

Select Next. • Both Data and Totals to graph everything in the worksheet. proceed to step 10. then select OK to return to the Title. Select the radio button to choose to graph the row or the column of data. Select the Pie Chart Options button to open the Pie Chart Dialog box. Put a check mark in the box to Show null values as zero to show all null values as a zero marker on the graph. Then answer the question. then the X-Axis dialog box will appear. 6. 5. Then the Y-Axis dialog box will appear. Otherwise the null values will not be shown in the graph. 8. • Totals Only to graph only the data in the totals row of the worksheet. • Data Only to graph all the data point values of the worksheet excluding any totals. “What would you like to display in your graph?” by selecting one of the radio buttons. Skip the next step if NOT creating a pie chart. this only graphs one column or row at a time. Select the item for the chart to show.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 58 . For a pie chart. Answer the questions and make the appropriate selections in this dialog box and select Next. and Layout dialog box. A pie chart shows the value as parts of a whole. Answer the questions and make the selections on this dialog box and select Next. If not creating a pie chart. 7. Totals.0954 4.

10. choose line width and colors. The Plot Area Dialog box will appear. 11. Then select Next.0954 9. 59 . Make the necessary selections and select Finish. repeat step 8. The Legend dialog box will appear. etc. Do any of the following: choose background colors. If creating a Dual-Y graph. select to show pop-ups.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. the Y2-Axis dialog will appear. Select Next.

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 12. the graph is automatically saved. There select the position for the graph. Saving the Graph When the worksheet is saved. After a short delay. changes to the fonts. text alignment. 60 . and graph type can be made. If any changes are made to the data in the worksheet. there is a Graph Toolbar that will be available to make changes to the appearance of the graph without having to go back into the graph wizard. colors. Select Yes to delete. the graph will appear. To reposition the graph if required by selecting from the menu Graph/Display Graph. Deleting the Graph To delete the graph go to the Graph menu and select Delete Graph. Using the Graph Toolbar When working with graphs. With the toolbar. A warning message will appear. the graph will be updated automatically.

0954 Chapter 5: Exporting.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Printing and Sharing Exporting Results Exporting to Microsoft Excel and HTML Printing Workbooks Sharing the Workbooks 60 62 63 64 61 .

the report as seen on the screen appears as close as possible in the other applications. On page two of the wizard. The Export wizard will open. 2. then select the location and file name for the export of the file.0954 Exporting Results Discoverer utilizes an Export Wizard to assist in sharing the workbooks with others. 4. Using the Export Wizard. Discoverer also provides a shortcut to either Excel or HTML on the toolbar and the file menu since both of those formats are so popular in the business world. To export a workbook into popular application formats such as Microsoft Excel or HTML. 62 . Then select Next. Answer the questions on this page then select Next. From the menu choose File/Export 3. To export to other applications 1.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. select the export format from the pull down list. Discoverer provides the Export Wizard. Open the workbook to export.

7. Select Finish to export the worksheet. Choosing the supervised export. If there are any parameters in the report. Discoverer occasionally will give alert messages on run time or database returns more information than the maximum.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 6. Then select Next. these alert messages will be seen. With the unsupervised export all alert messages are ignored. if there is a graph. choose either to have the export run supervised or unsupervised. On page three of the wizard. 63 .0954 5. select the size of the graph. On page four of the wizard. answer the questions in the Choose Parameter page. Then select Next.

Open the worksheet 64 . making sure that if it is a paged report the page to export is open. showing the status of the export.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select the File/Export to Excel menu option or select the Export to Excel icon on the toolbar. Select the correct option and select OK.0954 The worksheets are saved in the format selected and in the directory selected. 2. the download dialog box appears. Depending on the browser. To Quickly save as HTML 1. Exporting to Microsoft Excel and HTML formats The Excel and HTML icons on the toolbar help to quickly export the workbook from Discoverer to Excel and HTML Icons To Quickly Export to Excel 1. Open the worksheet to export into Excel. An Export log will appear. 3.

Select the options for the graphs being printing. since Discoverer prints exactly what is seen on the screen. The Print wizard will appear. Select Next. Select the File/Export to HTML menu option or select the Export to HTML icon on the toolbar. To print worksheets and their graphs 1. This is a 3-page wizard. 3. the wizard will go to page two. then each page of data will have to be printed individually. Answer the questions. Select the menu option File/Print.0954 2. 4. If printing a sheet that contains a graph or if printing a graph only. 65 . If the worksheet is a paged table or crosstab. 3. Select Next.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. 2. Utilizing this wizard what is seen on the screen will be printed out the same way on paper. Open the worksheet to print. Printing Workbooks and Graphs Discoverer provides a Print Wizard to assist printing worksheets and graphs. The exported worksheet is saved to the default file location for the browser and is now displayed on the browser.

it allows other people who have access to the database to view. Discoverer occasionally will give alert messages on run time or database returns more information then the maximum. Choosing the supervised print. If the worksheet contained Parameters. a Print Parameter Page dialog box appears.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Sharing the Workbooks By sharing the workbook. answer the questions. Share multiple workbooks with one person. choose either to have the print run supervised or unsupervised. these messages will be seen. Select Next. Select finish to print the worksheet. To share one workbook with several people: 66 . There are two ways to do this: • • Share one workbook with multiple people. 6. all alert messages are ignored. and print the workbook.0954 5. Note: If exporting or printing a paged-worksheet then repeat the above steps until every combination is either exported or printed. On page four of the wizard. Utilizing the unsupervised print. analyze.

ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Select the Workbook->User tab. Select the name of the workbook and then select the names of the users to share this workbook with. 4.0954 1. 2. The Share Workbooks dialog box appears. Select menu File/Manage Workbook/Sharing. To share several workbooks with another person: 67 . 3. Select OK.

68 . 2. Select the Users name and workbooks to share. Select menu File/Manage Workbook/Sharing. 4.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4.0954 1. Select the User->Workbook tab. Select OK. The Share workbooks dialog box appears. 3.

PHONE.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 1: User Report File new Create a new workbook from wizard (Step 1 of wizard) Select Table Click Next Select Business Area “ADMINISTRATION” (Step 2 of wizard) Open COR_USER Select the following: FNAME LAST_LOGON_DT LNAME PHONE PROFILE_CD USER_LOGON Click Next Arrange the columns in the following order: (Step 3 of wizard) LNAME. USER_LOGON. FNAME.0954 69 . and LAST_LOGON_DT Click Finish Release 4. PROFILE_CD.

POSITION_DESC. ACTIVE_IND Click Next three times to skip the next two steps of the wizard Click the Add button on Sort dialog window (Step 6 of the wizard) Select LNAME.0954 File New Create a new workbook from the wizard Select Table (Step 1 of wizard) Click Next Select Business Area “ADMINISTRATION” (Step 2 of wizard) Open folder “COR_EMPLOYEE” Select the following: ACTIVE_IND ALT_EMP_CD FNAME LNAME POSITION_DESC START_DT Open folder “COR_EMPLOYEE_ZONE” Select ZONE_CD Click Next Arrange the columns in the following order: (Step 3 of wizard) ALT_EMP_CD.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 2: Employee Report Release 4. ZONE_CD. ZONE_CD Click Finish 70 . START_DT. FNAME. LNAME.

0954 71 .): Click the Edit Worksheet Icon or Menu/Sheet/Edit Sheet Remove POSITION_DESC Click Finish Observe the difference in the two reports Release 4.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 2 (cont.

ITEM_NAME.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 3: Quick Inventory Count Release 4.0954 File New Create a new workbook from the wizard Select Page-Detail Table (Step 1 of wizard) Click Next Select Business Area “MATERIAL” Open folder “MAT_INVENTORY” Select the following: “COUNT” of SERIAL_NR NSN ISSUEPOINT_CD ITEM_NAME Arrange the columns in the following order: (Step 3 of wizard) PAGE ITEMS: ISSUEPOINT_CD ORDER FOR THE REST: NSN. SERIAL_NR COUNT Click Next Change the heading SERIAL_NR COUNT to read # ON HAND (Step 4 of wizard) Click Next twice Add a sort order for NSN Click Finish Observe several Issue Point inventories 72 .

PRODUCT_NR Click Finish 73 . ITEM_NAME.0954 File New Create a new workbook from the wizard Select Table (Step 1 of wizard) Click Next Select Business Area “MATERIAL” Open folder “MAT_ISSUE” Select the following: “COUNT” of SERIAL_NR NSN PRODUCT_NR ITEM_NAME ZONE_CD Arrange the columns in the following order: (Step 3 of wizard) ZONE_CD.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 4: Issues by MSDS by Zone Release 4. NSN. PRODUCT_NR. SERIAL_NR COUNT Click Next Change the heading SERIAL_NR COUNT to read # OF ISSUES (Step 4 of wizard) Click Next twice to get to the Sort Dialog box. NSN (group sort). Sort items in the following order: ZONE_CD.

INV_STATUS Click the Finish button Save this report as Exer_5 Release 4.ISSUEPOINT_CD Change the crosstab layout to the following order: Left Axis: ISSUEPOINT_CD Top Axis: Data Point: SERIAL_NR COUNT.INV_STATUS MAT_INVENTORY.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 5: Inventory Count per Status Create a new report in a crosstab format. Select the following fields: MAT_INVENTORY.SERIAL_NR COUNT MAT_ISSUEPOINT.0954 74 .

ALT_EMP_CD COR_EMPLOYEE. ALT_EMP_CD.FNAME COR_EMPLOYEE. ZONE_CD. ALT_EMP_CD Click the finish button Release 4.ZONE_CD Arrange the table in the following order.LNAME COR_EMPLOYEE_ZONE. Select the following fields: COR_EMPLOYEE. LNAME.0954 75 . FNAME Sort the report as follows: ZONE_CD = Group Sort.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 6: Employee Listing by Zone Create a new report in a table format.

NSN.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 7: Issue Report Release 4.DATE_OUT MAT_ISSUE. MFG_PART_NR. Adding Conditions Leave the checkmark for Generate name automatically checked Type in a description something like ISSUEPOINT_CD = BASE Select ISSUEPOINT_CD from the item column Select operator “=” in the condition column Type in value of “BASE” in the value column Click OK button Click the New button to add a second condition Type in a description something like DATE_OUT greater than 01-Jan-2002 Select the DATE_OUT from the item column Select the operator of >= from the condition column Type in value of 01-JAN-2002 in the value column Click the OK button Click the Next button Click the Add button in Sort step of the wizard Select ISSUEPOINT_CD (group sort) & NSN (group sort) Click the Finish button 76 . DATE_OUT. SERIAL_NR Click Next skip step 4 Click Next Click the New button.MFG_PART_NR MAT_PRODUCT_CONTAINER.0954 Create a new workbook Select Table Click Next Select Business Area “MATERIAL” Select the following: MAT_ISSUE.NSN Click Next Arrange the columns in the following order: ISSUEPOINT_CD.ISSUEPOINT_CD MAT_ISSUE.SERIAL_NR-DETAIL MAT_PRODUCT_CONTAINER.

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SERIAL_NR. NSN. using an operator that will allow for the use of a wildcard.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 8: Issue Detail by Issuepoint Release 4.SERIAL_NR DETAIL MAT_PRODUCT. Click the Finish button 78 . KGRAMS_OUT_QTY.0954 Create a new table report. totaling on KGRAMS USED Create a new parameter for the ISSUEPOINT_CD. Create a calculation called “KGRAMS USED” Create a total for each change in ISSUEPOINT_CD.NSN (Utilize join between PRODUCT CONTAINER & ISSUE_COMPLETE) Arrange the fields in the following order: ISSUEPOINT_CD.KGRAMS_IN_QTY DETAIL MAT_ISSUE. ITEM_NAME.ITEM_NAME MAT_PRODUCT_CONTAINER.ISSUEPOINT_CD MAT_ISSUE.KGRAMS_OUT_QTY DETAIL MAT_ISSUE. The report should have the following fields in it: MAT_ISSUEPOINT. KGRAMS_IN_QTY Ensure the box to “Hide Duplicate Rows” is checked.

BLDG_CD MAT_ISSUE. CHEM_CAS_NO.KGRAMS_OUT_QTY SUM MAT_ISSUE.0954 Click Next Arrange Columns: Click Next three times in-order to reach Wizard Step 6.KGRAMS_IN_QTY SUM MAT_PRODUCT_INGRED. Enter Prompt and description if desired.CHEM_NAME BLDG_CD. Sort By: Click Next Create Calculation: ‘INGRED_USED’ = (KGRAMS_QTY_OUT SUM – NVL(KGRAMS_QTY_IN.” 79 . CHEM_CAS_NO. & CHEM_NAME Release 4. CHEM_NAME.0))*CALC_PERCENT BLDG_CD (Group Sort). sub-total by CHEM_CAS_NO Create Parameter: Click on Tools Menu.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 9: Issue report by CAS # by BLDG Create a new report in table format Select: COR_BUILDING. Choose ‘=’ as the operator. KGRAMS_IN_QTY (Hidden) Select KGRAMS_QTY_OUT SUM & KGRAMS_QTY_IN SUM inserting into proper place of calculation listed above. Enter a Name. Select COR_BUILDING. KGRAMS_OUT_QTY (Hidden). Show All Available Items.CHEM_CAS_NO MAT_PRODUCT_INGRED. Ensure the box is checked to “Let other users select multiple values.BLDG_CD. Select CALC_PERCENT Click Finish Create Total: Click on Tools Menu. Sum INGRED_USED. Totals. and go to MAT_PRODUCT_INGRED. Parameters.

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ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 10: Waste Container List by WCS Create a page table report Select the following: WST_CONTAINER.WCS_CD TABLE LAYOUT: Page item: BLDG_CD Table items: WCS_CD. WST_CONT_CD Release 4. ACC_START_DT Add the following conditions: “CERT FILL DATE IS NULL” “ACC_START_DT IS NOT NULL” Sort: WCS_CD (group). WST_CONT_CD.ACC_START_DT WST_CONTAINER.BLDG_CD WST_WCS.WST_CONT_CD WST_WCS.0954 81 .

WST_CONT_REUSE_IND Table Layout: DEST_CONT_CD.0954 Create a new table Select the following: WST_CONTAINER. WST_CONT_REUSE_IND Sort: DEST_CONT_CD (GROUP).DEST_CONT_CD WST_CONTAINER.CONSOLIDATED_IND (Y) WST_CONTAINER. WST_CONT_CD. CONSOLIDATED_IND (HIDDEN) Conditions: “CONSOLIDATED_IND = Yes” 82 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 11: Consolidated Container Report Release 4.WST_CONT_CD WST_CONTAINER. WST_CONT_CD.

WST_CONT_CD Table Layout: WST_CONT_CD.SERIAL_NR DETAIL WST_CONTAINER.INV_KGRAMS_QTY DETAIL WST_CONTAINER_HAZMAT. KGRAMS_IN_QTY Sort: WST_CONT_CD (GROUP). SERIAL_NR.0954 83 .ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 12: Hazmat Tracked to a Waste Container Create a table Select the following: WST_CONTAINER_HAZMAT. SERIAL_NR Release 4.

PROFILE_NAME. EPA_CD.EPA_CD WST PROFILE EPA. PROF_NAME (GROUP). EPA_CD_DESC Sort: PROFILE_NR (GROUP). EPA_CD Release 4.PROF_NAME WST PROFILE.EPA_CD_DESC Table layout: PROFILE_NR.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Exercise 13: Profile List with EPA Codes Create a table Select the following: WST PROFILE.PROFILE_NR WST PROFILE EPA.0954 84 .

Click Next On the X-axis. Type in title “Inventory Count on Hand. Click Finish. Uncheck the “Null value as zero” box. Select to show title. if you wish to change colors for the chart items select each color for them. check the “Show labels for all tick marks on axis. 85 . add a graph to the report. Click Next Select show legend by clicking the check mark in front of “Show Legend” Select the placement of the legend.” Select to show data only. Select the Bar Graph. Check the graph series by columns.0954 Exercise 14: Inventory Status Count Chart Utilizing the report created in exercise five.” Click Next Ensure all checkmarks for the scale of the Y-axis are set to “Set automatically” Click Next Select background color for you chart.ORACLE Discoverer Plus 10g for EnvironMax/HMMS Users Release 4. Using the graph wizard.