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Open Discoverer Administrative Edition
Logon to Discoverer Administrative Edition using SYSADMIN user
Click Connect
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Choose a Responsibility and Click OK
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Click Create a New Business Area and Click Next
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Select Any User and Click Next
Expand the Node and Select Any Table or View and Click Next
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Click Next
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Name the Business Area and Description Appropriately and Click Finish
The Business Area will be created and you would view the following screen
Close the Administrative Task list Window
Expand the Business Area
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Delete the Folder under the Business Area
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Click Yes
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Now the business Area is Empty
Logon to SQL Plus and Create a View according to the requirement
Re-logon to Discoverer Administration Edition to have the Schema Refreshed and Open
the Business Area Created Earlier.
Right Click on the Business Area Created and Select the New Folder from Database
Option
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Click Next
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Select the Schema APPS and Click Next as shown below
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Expand the APPS Schema
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Select the View Created at SQL Plus and Click Next
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Click Finish
The Folder is Created
Expand the Business Area and you can view the Folder
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Note: This section applies only to the report which need to have LOV’s
Click on the Business Area as shown below
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Right Click on the business Area and you get a pop up menu as shown below
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Select the Option “New Custom Folder” and you get the following window
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Paste the ITEM Class Query and Name it appropriately as shown above and say ok.
Right Click on the newly created Custom Folder for the Item Class and select the
Properties Option
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Modify the “visible to user” property to No and click ok
Navigate to the Item Classes tab
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Click on the Business Area as shown below
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Right click on the selected business area as show below and select the “New Item Class”
option
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Click next with the option “List of Values” checked
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Select the corresponding folder and item as shown below which was created for creating
the List of Values as shown below and Click Next.
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Select the Folder and Item with which you would like to associate the LOV as shown
above and add them to the right side of the tab as shown below
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Click Next
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Give appropriate Name and Description and Click Finish
Click Tools Security Menu
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Assign the Users/Responsibilities who can access the Business Area and Click OK
Logon to the Discoverer Desktop Edition to create Work Books
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Login as SYSADMIN User
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Select System Administrator Responsibility and Click Ok
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Select Create a new workbook option
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Select one of the Display Style as per the requirement and Click Next
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Select the Business Area and the folder on which you would like to create the Workbook and Click Next
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Check Show Page Items and Click Next
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You could add the condition required by clicking New.
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Select New Parameter Option from the List
You will get the following screen
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Enter the Name, Prompt, Description and other Fields and Click OK
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Click Ok
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Click Next
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You can create the Sort Condition so that the Workbook would sort the data accordingly.
Click Add
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Select the Field on which you would like to sort the data and Click ok
Add as many sorts you need
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Click Finish
You workbook is Created.
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Go to FileManagewokbooks Properties
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Give the Identifier and Description
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Click Yes
Go to Sheet Rename Sheet Menu
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Give an Appropriate Name and Click ok
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Click Save
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Select Database
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Give an appropriate name and Click Save
Go to FileManage workbooks sharing menu
Select the Workbook and assign it to the responsibility who can access the workbooks as
shown in the screen
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Click Ok
Logon to Oracle Applications and Switch to System Administrator Responsibility
We need to register the workbook as a function
Go to Application Function
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Assign the function to a Menu Item of the Self Service Web Application Responsibility
Goto Security Responsibility menu and Query for the Responsibility to which you
would like to associate the workbook
You can see the menu for that Responsibility
Goto ApplicationMenu
And query for the menu
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Select the submenu under which you would like to view the workbook and requery it
Add the menu Item and Associate the Function as shown below.
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Logon to Oracle Applications as user
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Select the Web Application Responsibility
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Scroll down and you can the find the Menu Item created for the Custom Workbook
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Click on the FAB Production Statistics Menu Item and it will open up the parameter
screen.
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Enter the Parameter Values and Click Apply Parameters and workbook starts showing the
status as below
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The output is shown as below
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