Oracle 10g Discoverer Plus for End Users

What is Oracle BI Discoverer?
Oracle Discoverer is:
• Oracle Business Intelligence Discoverer is an ad-hoc query, reporting and analysis tools that gives business users immediate access to information in databases. • A relatively user-friendly reporting tool. • Can be used for both “ad hoc” and “pre-defined” reports. • Useful reporting tool for both Casual and Power users • Integrated with Oracle E-Business Suite
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Oracle BI Discoverer consists of several integrated components that work with the Oracle database to give you a complete and integrated Business Intelligence solution

Oracle Business Intelligence Discoverer components

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Discoverer components Cont..
■ if you want to create new worksheets and analyze data

from relational data sources , you will use Discoverer Plus

Discoverer Plus is a Web tool that enables users to analyze data and create reports without having to understand difficult database concepts. Using Wizard dialogs and menus, Discoverer Plus guides users through the steps needed to create powerful reports and charts that can be accessed using Discoverer Plus and Discoverer.

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Discoverer components Cont.. ■ if you want to analyze data in existing worksheets, you will use Discoverer Viewer. Discoverer Viewer allows for the viewing of reports but does allow their creation. Discoverer Viewer is a Web tool for accessing interactive reports and charts created using Discoverer Plus. Discoverer Viewer is a thin client HTML tool, users require only a Web browser to run Discoverer Viewer.

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■ if you want to design manage the end user view of relational data.. Soft Alliance 6 And Resources Limited . Discoverer managers use Discoverer Administrator to grant Discoverer access permissions and task privileges directly to database users. you will use Discoverer Administrator Discoverer Administrator create and maintain the EUL.Discoverer components Cont.

. There is one Discoverer Catalog per database NOTE : The two main Oracle BI Discoverer business analysis tools for end users are : Discoverer Plus and Discoverer Viewer Soft Alliance 7 And Resources Limited .Discoverer components Cont. and return worksheet content using: A Java client application • Discoverer Catalog: is a repository for storing and retrieving definitions of objects for Discoverer Plus . • Portlet Provider : which enables you to publish Discoverer worksheets and graphs in various portals • Discoverer Web Services: an Application Programming Interface (API) that enables you to obtain Discoverer connections. execute queries. and worksheets. workbooks.

Oracle BI Discoverer architecture? Oracle BI Discoverer has a multitier architecture that takes advantage of the distributed nature of the Web environment. it is recommended to distribute the installation over multiple machines. While it is possible to install all tiers of the Oracle BI Discoverer architecture on the same machine. to maximize performance and reliability. Soft Alliance And Resources Limited .

Oracle BI Discoverer architecture? Soft Alliance And Resources Limited .

• Analyze data using a variety of powerful techniques • Prepare reports. Microsoft Excel) Soft Alliance 10 And Resources Limited . and in other applications (e.g. share data with others.Why should I use Discoverer? •Access data quickly from the Database •View data in a familiar spreadsheet-style format that is easy to read and understand.

Open.” Menu option Soft Alliance And Resources Limited ..Working With Oracle Discoverer Plus Opening A workbook • Click Open Existing Workbook and lick Browse to select the workbook •Click Open Or subsequently via the “ File.

When a client first accesses Discoverer Plus.RUNNING DISCOVERER PLUS FOR THE FIRST TIME Discoverer Plus uses Java Technology. a one-time setup procedure to install a Java Environment and initialise the Discoverer Plus software is performed. Soft Alliance And Resources Limited . A java Environment is not required when using Discoverer Viewer since this product only utilises Java Script and HTML technology. The Java Environment is required because Discoverer uses Java applet on the client to communicate with the Java Discoverer Plus sarvlet on the application Server.

Creating New workbook Creating a new workbook is a relatively simple process since most of the initial work is accomplished via a wizard • Select the object to display in the Workbook • Click Next Soft Alliance And Resources Limited .

and Payroll Folder contains Element Name. Full Name. the Discoverer manager organizes information into folders. Folders are like Tables or View Items : are different types of information within a folder.Select Business Area Business areas : A business area is a collection of related information in the database. Employee Master Folder contains Employee Number. Soft Alliance And Resources Limited . Department. Address. For example. Within each business area. Amount. Folder is a collection of closely related information.

the procedure is the same. the next step is to choose the items to be included on the sheet. Soft Alliance And Resources Limited .SELECTING ITEMS Whether you are adding the first sheet or subsequent sheets to an existing workbook. Having chosen the layout type.

Select Folder • Expand the folder to see Items • Drag Item(s) Into Select Area • Click Next • Once items from a folder have been chosen. Soft Alliance And Resources Limited . folders not related to the selected items are greyed out and unavailable for selection.

• Click Next • Click Add to Add Sort Item • Click Next Soft Alliance And Resources Limited .

This allows the results returned by the Worksheet to be governed by values provide by the user of the Workbook.Create Conditions The wizard also allows you to select a pre-defined condition or create new one that will limit the information retrieved from the database. Click Finish : To Display the record(s) Soft Alliance And Resources Limited . it is possible to associate "Parameters" with a worksheet. To provide more flexibility.

NOTE : If the Data Displayed has no Conditions or Parameters. Soft Alliance And Resources Limited . its displayed all the rows.

Insert New Conditions • Click Edit worksheet Soft Alliance And Resources Limited .

Insert New Conditions Cont. Select a condition expression from the Condition drop down list. Soft Alliance And Resources Limited ..

’GTBANK’) IS NULL IS NOT NULL NOT IN Item has no value Item has a value Item does not match one or more values in a list GRADE LEVEL IS NULL NETPAY IS NOT NULL BANK_NAME NOT IN ('UNITY’.The meaning of each condition expression is listed below = Item is equal to a value Item is not equal to a value Item is greater than a value Item is less than a value Item is less than or equal to a value Year = 1998 Ministry Code <> '002’ Gross Pay > 60000 Actual Balance < 50000 <> > < <= >= LIKE Sales SUM >= 30000 Item is greater than or equal to a value Item similar to a value (uses wildcards to create a pattern of characters Revenue Total < = 60000000 Department LIKE '% Admin%' Department LIKE 'App%' IN Matches item against one or more values in a list BANK_NAME IN ('UNITY’.’GTBANK’) Transaction Date BETWEEN '01-JAN-1998' AND '30-JUN1998' Sales SUM BETWEEN 10000 AND 50000 BETWEEN NOT BETWEEN Item is in a range between two values Item is not in a range between two values != Item is not equal to a value Soft Alliance And Resources Limited .’ZENITH’.’ZENITH’.

Parameters are created via the "Tools" menu and can be set to operate at either Workbook or Worksheet level. you build a worksheet that shows the sales detail for a particular region. By using a parameter. At the Workbook level. changes Soft Alliance And Resources Limited . the value associated with the condition can be varied each time data is retrieved to a worksheet. Parameters allows the results returned by the Worksheet to be governed by values provide by the user of the Workbook. For instance.Parameters :To provide more flexibility in a worksheet. Using a parameter allows you to choose which region.

you have the choice of also creating a new condition to use it.When a Parameter is created. The condition is automatically included on the sheet. Soft Alliance And Resources Limited .

e Ascending or Descending order. • Select the Sorting Field in the Column Heading • Select the Direction – Low to High or High to Low i.Sort/Order your Field. • Click Next Soft Alliance And Resources Limited .

Saving Workbook Workbook may only be saved to the Database. but the workbook would not be accessible to a Discoverer Plus User. (Discoverer Desktop Users may also save to the local file system. Soft Alliance And Resources Limited .

adding Graph information and formating your worksheet Soft Alliance And Resources Limited . text .You may now customise your worksheet by adding a Title.

” Menu Right click a column on the worksheet and selecting from the resultant pop-up menu Soft Alliance And Resources Limited . Format items.. Header Text The Format Items Dialog can be displayed via thye “ Format. Columns” Menu.WORKBOOK FORMATTING RE-ORDERING AND RESIZING COLUMNS Re-ordering : Selecting the column and dragging it to the new position Resizing : click and drag on the right-hand edge of the column. FORMATTING HEADINGS a. Can also be achieved via the “Format.

Share Workbook and Workbook Properties Workbook can be made available for others to use. Share.” Menu..Manage Workbook: Delete Workbook . Workbook can be shared to Users Only . Access the sharing dialog from the “ File. responsibilities only or both Soft Alliance And Resources Limited .

EDIT THE WORKSHEET ANS SELECT PAGE ITEM •Drag the Colum to the Page Items Soft Alliance And Resources Limited .

For example: to calculate a 25% increase in sales to calculate the rank of sales figures Soft Alliance And Resources Limited .Creating Calculations You create calculations to analyze a worksheet in a new way.

Soft Alliance And Resources Limited .Creating Calculations ( Continued) On selecting the OK button an additional column is added to the worksheet.

count e.c •Select Where you want the Total to be shown •Click OK Soft Alliance And Resources Limited .CREATING AND EDITING A TOTAL • Go to Tools Menu • Then Totals •Select Item to create total on •Select Kind of Total : Sum.t.

GRAPHING YOUR DATA Discoverer has the ability to present a Table or Crosstab sheet as a graph or chart to aid visual analysis of the data. The Graph is tied to the data being displayed in the sheet and is therefore automatically adjusted as the sheet is altered Each worksheet may have only one gragh. Soft Alliance And Resources Limited . but the format of the gragh can easily be changed.

page Setup” Menu option Soft Alliance And Resources Limited . a number of preparation steps are usually required to achieve an acceptable results. for the range of results to be chosen and its print orientation To prepare a report for printing .PAGE SETUP REPORTS To print a report. It is usual for a report to have a page header and footer. use the “File.

Soft Alliance And Resources Limited .Print Preview Pressing the “Preview” Button from the “Page Setup” dialog or selecting the “ File Print Preview” Option.

EXPORTING DATA Use this dialog to specify what data you want to export. For example. Soft Alliance And Resources Limited . or export graph data with worksheets. you might want to export the current worksheet or all worksheets.

where you navigate to a file location and choose a file name and export format What do you want to name the files Use this field to change the default name of exported files. Soft Alliance And Resources Limited . if you change this value to Sales Analysis Report and export to Microsoft Excel format.Use this dialog to specify what format you want to export to. For example. Browse Use this button to display the Save dialog. and where to save files.

Where do you want to save the file? Use this field to specify where to save the exported data (for example. or use the Browse button to navigate to a file location. c:\data\reports). Soft Alliance And Resources Limited . Type in a file location.

Use this dialog to specify how to export graphs. you might want to change the graph size. For example. or the size of the label font. Soft Alliance And Resources Limited . ratio.

Soft Alliance And Resources Limited . You can then respond to warnings during the process. For example. Do you want to supervise the export process? Supervised Use this radio button when you think that the export might take a long time or might produce more than the maximum amount of data.Use this dialog to choose whether to monitor the export whilst it is in progress. Unsupervised Use this radio button when you want to export the data regardless of possible warnings about how long the export will take or how much data will be produced. if the worksheet uses large queries. you might want to respond to warnings about how long queries will take.

Click Finish Click OK Button Soft Alliance And Resources Limited .

SCHEDULING A REPORT Scheduled reports are workbooks set to run at a predetermined date and time. Soft Alliance And Resources Limited . Therefore it is not necessary to remain connected to Discoverer for the report to run (you need not even keep your workstation switched on). every Monday. A workbook may be scheduled for one of the following reasons: The data retrieval is expected to take an inordinate length of time. The workbook report is run at regular intervals i.e. The scheduled report is tasked to run and store the results on the server.

In addition. Open" menu option.The schedule report dialog is access from the "File. you must specify whether to keep all results or only the latest set. Schedule" menu option The final step in scheduling a workbook is to provide the timing details. You must also specify how long the results will be held before they are automatically deleted. The "open" dialog gives you the option of opening a scheduled workbook via the Scheduling Manager Soft Alliance And Resources Limited . VIEWING THE RESULTS The results of a scheduled workbook can be viewed by opening a workbook either when Discoverer starts or via the "File.

Clicking on the header of a column will cause the Schedule list to be sorted on that column. Soft Alliance And Resources Limited . To open the results of a previously run report b.SCHEDULE MANAGER The Schedule Manager allows you to see the current state of schedule and report results (the Schedule Manager is available from the tools menu). View the error report of an unsuccessful report d. but the "Refresh" button can be used to update the screen. The Schedule Manager will allow the following operations: a. Change the schedule characteristics of a report c. Schedule a new report The dialog is not updated dynamically. Delete a scheduled event (if the selected item is a completed report) e. Unschedule a report (if the selected item is a scheduled event) f.

Discoverer Viewer is optimized for performance and designed to minimize network traffic. Soft Alliance And Resources Limited .DISCOVERER VIEWER Discoverer Viewer is a Web tool for accessing interactive reports and charts created using Discoverer Plus. Note: The basic concepts of creating and manipulating workbook and worksheet have already been coverered in this course.

• Log on to Oracle Application • Select the responsibility that is applicable to the Report to be Generated • Select the report Soft Alliance And Resources Limited .

DISCOVERER VIEWER Cont… Soft Alliance And Resources Limited .

Discoverer Viewer User’s can also perform the following operations. Soft Alliance And Resources Limited . • Rerun Query • Save Report • Print Report • Export the data and lot more.

QUESTIONS & ANSWER THANK YOU Soft Alliance And Resources Limited .

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