Intro to Discoverer

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UPR PATSI Training

Introduction to Oracle Discoverer

October 2005 Exeter Team:

This document provides an outline of a presentation and is incomplete without the accompanying oral commentary and discussion.

Jason Shaffner



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Oracle Discoverer: Publishing a WorkbookPublish workbooks for functional end users

Agenda

Introduction to Oracle Discoverer Overview of the tool and its integration with Oracle, including technical set-up

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Oracle Discoverer: Creating a Workbook

Create a new workbook based on end-user requirements.

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4 Oracle Discoverer: Preview of Advanced Features

5 Questions & Answers



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About Oracle Discoverer

Simple, powerful tool for creating reports Does not require programming experience or knowledge

± But technical knowledge can help...

Wizard-like user interface

Quickly build and modify simple to complex reports

Abstracted (simplified) data model allows quick learning even by functional users

Seamless integration with Oracle E-Business Suite

Enforces application security

± OSS data security

± Multi-Org / Operating Unit permissions

View reports within the standard user interface, w ithout running concurrent

programs or checking the concurrent manager

Ad hoc reporting

Access up-to-the minute data from the Oracle tables/views

Parameters and cross-tabs allow users to request the data they want to see

Flexibility for users to manipulate display, export data in multiple formats



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About Oracle Discoverer (cont...)

When we say ³Discoverer´ we are referring to... Discoverer Administrator

± Client-server application

± Define the abstracted data architecture

± Define permissions to access this data

Discoverer Desktop

± Client-server application ± Most functionality is now available in Discoverer Plus

Discoverer Plus

± Jinitiator thin client application

± Create new workbooks, edit existing workbooks, advanced functionality

Discoverer Viewer

± OAF / HTML user interface

± Access workbooks user has permission to

± Change parameters, export data, drill-down into data



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Defining the Data Architecture

Discoverer is based on a simplified data model known as the EndUser Layer (EUL)

Business Groups

± Establish permissions for users to report on a subset of tables

Friendly table names (³Folders´)

± Example: Student Applications instead of IGS_AD_STU_APPL_INST

Friendly column names (³Items´) ± Example: SSN instead of GovernmentID

Pre-defined relationships between tables (³joins´)

± User cannot create a report between tables that cannot logically be linked

Exeter and UPR will work together to defined this data model

Build custom views where pre-defined Oracle views are not provided

Provide friendly names that are relevant and unambiguous

Jim, Jason, and Mark are working on a strategy for developing the OSS Business

Area(s) ± Any volunteers to help out here???

In purchasing Financials Intelligence, Procurement Intelligence, and Human

Resources Intelligence, there are already friendly views for these families





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Agenda


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Creating a workbooks: Before you start

Confirm the requirements for the reports What data appears in the report?

± Column names, tables, required totals/counts, etc.

± Include information on formatting (fonts, sizes, colors)

In what format should the report appear?

± Table / Cross-Tab

± Graphs and/or Charts

What is the selection logic?

± Mandatory conditions: user cannot override

± Parameters: conditions the user establishes at runtime

± Cross-Tab Page Items: filter items appearing at the top of a cross-tab report; allows a

single report to show various data to the user (more later)

Which users should be able to access this report?

± User / responsibility permissions

Confirm requirements against data architecture and permissions

Developer must have permission to the appropriate business group containging

the requested data

Requested data must be defined in the EUL as Folders/Items (Views/Columns)



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Discoverer Walkthrough ± Create a New Workbook

Launch Discoverer Plus

(can also use Desktop)

Choose to create a new workbook

Open an existing workbook will show

all workbooks shared with the user or

any of his responsibilities



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Discoverer Walkthrough ± Select Report Items

Choose Business Area(only those assigned tothe role are available)

Browse the Folders in theBusiness Area

Expand Folders to viewthe items

Items have built-inaggregation functions(COUNT, SUM, AVG)

Drag-and-Drop items intothe Selected area

System will not allow youto place items if no joincan be made

Configure data for the reports

When complete, click Next. You can return to edit these values at any time.



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Discoverer Walkthrough ± Determine Layout Type

Multiple layout options Cross-tab is a multi-demensional report, can have compound axes

Table is a simple report of the data²columns are merely labels, are not

determined by the actual data, no compound axes

Page Items

± Key data can be used to filter the data in the table

± Pull-down list of the available values for the Page Item field

Layouts can be manipulated after they are created

Discoverer makes it easy to create copies of worksheet to test a given report in

multiple formats



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Discoverer Walkthrough ± Item / Header Formatting

Apply formatting toheaders, including fonts,font sizes, bold-facing,colors

Format data including

data types, date format,decimal places

Edit Heading Values: Example: Change label

for ³Person Number COUNT´ to ³NumSolicitudes´

Complete formatting for the data and headers




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Discoverer Walkthrough ± Conditions

Create unlimitedconditions for the report

All items in all foldersused in your report areavailable for conditions,

not ONLY the onesdisplayed in the report

Advanced conditionsallows for Booleanoperators (AND, OR)

Configure all required conditions for the report


NOTE: An end-user viewing this report from Discoverer Viewer will not be able to

modify the conditions or see what they are. This should be considered in the

naming convention and any end-user documentation



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Discoverer Walkthrough ± Parameters

Selected Item thisparameter maps to

Configure required parameters for the report

Sometimes a parameter may be best included as a Page Item ± consider the

various possibilities carefully during design to simplify user reporting

Parameters can be limited to specific lists of values (LOVs) through advanced

Discoverer functionality

Provide user-friendlyprompt for theParameter

Select a default value



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Discoverer Walkthrough ± Preview Report

Preview the report in Discoverer Plus

Toolbar options allow designer to quickly manipulate the report before publishing.



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Agenda


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Discoverer Walkthrough ± Sharing the Workbook

Navigation: File > Manage Workbooks > Sharing

Data security (IGS) and operating unit security (Multi-Org) must be

modified through the normal channels

Two ways to shareworkbooks with users Assign to responsibilities Assign to users Both are shown in the list of

Available ³users´

To view the report, user must have link to launchDiscoverer Viewer

Workbooks can beintegrated as menuitems if necessary



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Discoverer Walkthrough ± Access the Workbook (Option 1)

Can register the reportdirectly into the menu for responsibilities

Quick, direct accessfrom the menu

Menu Integration

Discoverer workbooks can be defined as functions that are subsequently

integrated into E-Business Suite menus



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Discoverer Walkthrough ± Access the Workbook (Option 2)

All permitted workbooksare shown in one simple

display

Filter capability for userswith access to manyworkbooks

Discoverer Viewer

Most functional users will use Discoverer Viewer to view their assigned Discoverer

workbooks; this interface is similar to the self-service interface used for faculty,

students, requisitioners, and some administrative functions





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Discoverer Walkthrough ± Execute Query (Part 2)

Estimated query time isdisplayed for theselected workbook

Slow-performing

workbooks will often bescheduled to run behindthe scenes

Query time governorscan be set at multiplelevels to prevent long-running queries



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Discoverer Walkthrough ± View Report (Part 1)

Current workbook /

worksheet is shown toremind user whichworksheet he is viewing

Quickly switch betweenworksheets in a singleworkbook withoutrequerying

Rerun Query Refresh Data in the report

Crosstab Layout Change which columns

appear on which axix in across-tab report

Presentation Options User options for display of

the report

Printer Friendly Version Simplified HTML view of just

the report output

Export Data Export report data to various

formats (Excel, delimited,text, etc.)



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Page Items allow the user tochoose a filter for the data inthe report

A single report can havemultiple Page Item filters

Choose any combination torefresh results without

requerying



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Subtotals, totals, and

other calculations canbe integrated directlyinto the Discoverer workbook and speciallyformatted

Compare to previousslides

Cross-tab display allowsfor dynamic generationof both rows and

columns

Recommend long lists of values as Page Item or Parameter





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Discoverer Advanced Features

Discoverer can be used for a wide range of reports Simple lists can be created and published in minutes

Complex reports will use more advanced features of Discoverer

Advanced Functionality

Graph / Chart features

± Create graphs of various types against the data returned by the query

± Example: bar charts, pie charts, bubble diagrams

± Especially useful for executive / management reports

Parameter LOVs

± Define lists of values for parameters to better control user input

Calculations

± Define complex calculations for the data in the report without having to write SQL

± Syntax similar to Excel / VBA

± All Oracle 9i functions are exposed

± Examples can be found in the user guide

Drill-down capability

± Start with high-level view, drill-down into details



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Advanced Discoverer Preview ± Create Graph (Part 1)

Very similar graphwizard to the one foundin Microsoft Excel

Choose various graphtypes and subtypes

Horizontal Bar Vertical Bar Line Pie

Wizard walks throughsteps of defining dataand axis labels, legends,titles, etc.





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Advanced Discoverer Preview ± Create Graph (Part 3)

Published Graph

Graphs are published with the worksheets they are created against

Graph refreshes with changes to Page Items, Parameters, etc.



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Agenda


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Questions & Answers

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