1 1 Introduction to OracleBI Discoverer 2 Beginning Note: • Just as any windows based application there are always many different ways to accomplish the same tasks. (Copy, Paste, Save, etc…) Discoverer is no different. This will point out several ways to do the different tasks but it would be too time consuming to cover each and every one. 3 With that being said….. This will attempt to give you, the “end-user”, an idea of some of the features and functionality of the OracleBI Discoverer product. You will see enough of the basic things to enable you to start using the product after viewing this introduction.
Transcript
1
1
Introduction to OracleBI Discoverer
2
Beginning Note:
• Just as any windows based application there are always many different ways to accomplish the same tasks. (Copy, Paste, Save, etc…)Discoverer is no different. This will point out several ways to do the different tasks but it would be too time consuming to cover each and every one.
3
With that being said…..
This will attempt to give you, the “end-user”, an idea of some of the features and functionality of the OracleBI Discoverer product.
You will see enough of the basic things to enable you to start using the product after viewing this introduction.
2
4
What we are going to do….
• Discoverer – What is it? Why use it…• Go over Concepts & Key Terminology of
the Discoverer product.• Build several queries utilizing some
different features of Discoverer.• Go over additional features of Discoverer.
5
Why use Discoverer
• To do ad-hoc queries in lieu of running or looking through reports:
– What was the score of an establishment the last time it was inspected?
– How many active food service establishments?
– How many push cart permits issued last quarter?
6
Key Terminology
• EUL (End-User Layer)– Interface between the “end-user” and the
database
– Contains business areas, folders, items, etc…
• Business Area– Set of related information with a common
purpose (Environmental)
3
7
Key Terminology (cont.)
• Folders– Store details about groups of related
information (Establishments, Inspections, etc.)– Usually relates to a database table or view
• Items– Folders contain items (for example the
“Inspections” folder might contain State ID, Premise name, Score, etc.)
– Usually relates to a column in a database table
8
Key Terminology (cont.)
• Workbook– Can contain one or more worksheets
– Somewhat similar to the Excel workbook
– Stored on the database
• Worksheet– Contains 1 SQL statement (query)
– Shows the results of the query
9
END USERS(Workbooks & Worksheets)
End User Layer (EUL)(Business areas,Folders,Items etc…)Administrator
CDP-DataMart(Oracle 9i database)
ORACLE DISCOVERER OVERVIEW
END USERS(Workbooks & Worksheets)
AdministratorEnd User Layer (EUL)
(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
CDP-DataMart(Oracle 9i database)
End User Layer (EUL)(Business areas,Folders,Items etc…)
END USERS(Workbooks & Worksheets)
Administrator
4
10
• The queries we will build will be based on the IHS Environmental business area.
• It is important to understand the CONCEPTS of how we are using Discoverer as opposed to the system or business area we are using.
11
QUERY #1
• We will:– Connect & Sign on to Discoverer 10gPlus
– Create A New Workbook– Build A Simple “Table” Query– Apply Some “User Defined” Conditions– Run The Query
– Format Column Data And Headings– Add A Sort– Edit “User Defined” Conditions
– Re-run The Query– Rename The Worksheet– Close And Save The Workbook
12
Connecting to Discoverer 10gPlus
• Start Internet Explorer.• Type in the following URL:
– http://discoverer.cdpehs.com/
• After typing in the Discoverer URL you should be brought to the Login page.
5
13
14
Enter User NameEnter PasswordEnter Database
Enter End User Layer… Then click “Go”
15
You may get a “Security Information” pop-up. Click “Yes” to display the items.
6
16
The Workbook Wizard
• A series of 5 steps that assists/prompts you in creating an end result.
• Once you become familiar with building queries you do not have to go thru all 5 steps.
• You can always get to any of the wizard at a later time to “edit” the query.
17
Create/Open Workbook
• Workbook Step #1 allows you to :
• Open an existing workbook
• Or
• Create an new workbook
18
Click on “Create a new workbook”.We will open an existing workbook later in this session.
7
19
Uncheck “Title”, “Graph”, and “Text Area”. Leave the default “Table” selected and click “Next”.
20
The Selection Process
• Workbook Step #2 allows you to:
• Select “Business Area”, “Folders” from the business area, and “Items” from the folders.
• Create conditions, calculations, percentages, and totals, edit & enable/disable.
21
Business Area
• Select the business area that contains the information (tables) that you want to use (Environmental).
• You will only see the business areas you are authorized to see.
• You will only see the data that belongs to you.
8
22
23
Select the Folder(s)
• Select the folder(s) that contain the items that you want to use in your worksheet (query).
• Clicking the (+) sign to the left of the folder will expand the folder to show all items contained within the folder.
24
Select the “Establishments” Folder.Click the (+) sign to the left of “Establishments” to see the “Items”.
9
25
Selecting Items
• Scroll down the list of items.• To Select an item:• Click on the item (word) to highlight it.• Click the (>) sign in between the 2 panes.• You will see the selected item displayed in
the right pane.
26
Let’s select the
• Est Number• Premise Name• Establishment Type• Primary Phone
27
Click on the item – then click the (>) arrow.
10
28
Until your screen looks like this…
29
To de-select an item
• Click on the item in the right pane to highlight it.
• Click the (<) sign in between the 2 panes.• The item will no longer be displayed in the
right pane.
30
Once you have selected the items – Click the “Conditions” tab.
11
31
Click “New” and “New Condition” from the drop-down menu.
32
Naming the condition
33
Conditions (tip)
• It is a good idea to assign a meaningful name to the condition if:
• You are going to have multiple worksheets in a workbook.
• You are going to save and reuse this workbook.
• You are going to share the workbook with other users.
12
34
We will allow to Generate name automatically. Click the “arrow” under Item to select the item. You will see that the 4 items we selected under
on the “Items” tab.
35
If you select “More Items” you will see ALL the items that are in the folder(s) you are working with
(Establishments)… click “Cancel”.
36
The list of items….
• You do not have to select the item in the query in order to use that item in a condition
• But
• You have to at least select one item from the folder that contains it.
13
37
Scroll down to and click “Establishment Type”.
38
Notice that the item “Establishment Type” now has the folder’s name in front of it.
39
Arrow down the Condition column and select the conditional expression “=“.
14
40
Manually enter 48 in the “Values” column to select only Bars – Click “OK”.
41
Condition Tab
42
Conditions (tip)
• Text values and dates are enclosed in single quotes.
• Multiple values are separated by a comma.
• Date format is “dd-mon-ccyy”– (ie; ’28-FEB-2008’)
15
43
The NEW tab offers options for calculations, percentages, and totals. We see those later.
44
Click Next
45
Table Layout
• Workbook Step #3 allows you to re-arrange the order the items appear on the worksheet.
• To re-arrange the items:• Click on the column name and drag the
column to the left or right until it is in the desired order.
16
46
Click and drag the column names to the desired locations… then click “Next”.
47
Workbook Step 4 allows you to sort the worksheet by the data points. We will sort the worksheet later in the session… click “Next”.
48
Workbook Step #5 allows you to add a parameter to the worksheet.This can supply values to a conditional statement. We will add a
parameter to the worksheet later in the session. Since this is the last step of the Wizard… let’s run the query. Click “Finish”.
17
49
You should see the “query progress” bar informing you of the status of the query.
50
And you should see something like this…….
51
If you scroll to the bottom of the report, you will notice “click here to retrieve the next 250 rows”.
18
52
Let’s format the columns
53
Right click on the column of data you want to edit.
54
Format Data – allows you to edit the data in that column.
19
55
Format Heading – allows you to edit the column heading.
56
Edit Heading – allows you to change the heading over the
column.
57
Worksheet Properties – allows you to change the view of the worksheet.
20
58
Let’s add a sort sequence. Click “Tools” then click “Sort”.
59
Click the “Add” button to the right then select “Premise Name” from the drop down Column. Click “OK”.
60
The Premise Name (establishment name) should be in alphabetical sequence (numbers and special characters
will appear first).
21
61
Let’s disable the Establishment Type condition. Click on “Tools” then click on “Conditions”.
62
To disable the Establishment Type condition, click on the “Establishment Type= 48” condition in the “Selected”
window and click the (<) arrow.
63
This will move the condition back to the left (and the checkmark indicating that the condition is enabled will
disappear). Click “OK”.
22
64
Now the query will show all Establishment Types.
65
Let’s edit the Est Type condition. Click on “Tools” and “Conditions”.
66
Highlight the “Establishment Type= 48’” condition by clicking on it and click “Edit”.
23
67
Change the Value from 48 to 47 and click “OK”.
68
Are we ready to run the query?
69
No. We need to enable the condition. Click on “Establishment Type= 47” condition and click the (>) arrow to move the condition to the
“Selected” window and enable it.
24
70
The condition is now enabled. Notice the check mark next to the condition now. Click OK.
71
Now you will only see Café/Restaurant Establishments.
72
Let’s rename the worksheet. Click on “Edit” and “Rename Worksheet”.
25
73
Change the name from “Sheet 1” to “Restaurants” and click “OK”.
74
Now the worksheet’s name has been changed.
75
Let’s save the workbook. Click on “File” and “Save”.
26
76
Enter “Training Query 1” as the new name and click “Save”. Since multiple users are using the same signons, put your
initials into your workbook name.
77
Let’s close the workbook. Click on “File” and “Close”.
78
What we will do next
• Open an existing workbook.• Add more items to the worksheet.• Add more conditions to the worksheet. • Run the query.
27
79
Let’s open an existing workbook. Click on “File” and “Open”.
80
Select “Training Query 1” by clicking it. Notice the description at the bottom.
81
Click Open
28
82
When you click Open, the query will automatically run.
83
To add a description click on “File” and “Workbook Properties”.
84
Enter a description for your workbook and click “OK”.
29
85
Let’s add more items our worksheet. Click on “Edit” and “Worksheet”.
86
Notice the “grayed out” folders – No join currently exists between these folders and the “Establishments” folder.
87
Click the (+) sign next to the “Establishments” folder.
30
88
Scroll down and click on “Next Insp Date”.
89
Click on (>) button to move “Next Insp Date” over to the selected pane.
90
Let’s add an additional condition. Click the “New” button and click “New Condition”.
31
91
Arrow down the item list and click on “Next Insp Date”.
92
Arrow down the condition list and click on “BETWEEN”.
93
Enter ’01-JAN-2012’ in the first value box.
32
94
Enter ’31-JAN-2012’ in the second value box. Click “OK”.
95
Your new conditions now shows in the list. Click OK to run the query.
96
Our query returns and now shows only those establishments that have an inspection due in January 2012.
33
97
Let’s rename the column heading for “Next Insp Date”. Right click the column heading “Next Insp Date” and click “Edit Heading”.
98
Enter “Next Survey” and click “OK”.
99
Now you should see something like this…….
34
100
Notice that the item name did not change, just the column heading.
101
Let’s save our query. Click File, and then click Save.
102
The worksheet is ok, but
• The worksheet we created is ok, but if we want to see establishments other than food stands (est type 2) we need to edit the worksheet and change the value of the condition. This is time consuming. Lets discuss Page Items.
35
103
To add a page item to our query, click View and then click Page Item.
104
Our page now has a Page Item box at the top of the screen.
105
Click on the Establishment Type heading and drag it up to the page item box.
36
106
The screen will refresh and move the Establishment type to the top of the screen. Notice the drop down next to the Establishment Type now.
107
Our drop down only shows 47 Café/Restaurants. That is because we have a condition to only put establishment type 47.
108
Click Edit, and then click Worksheet.
37
109
Click on our condition, Establishment Type = ’47 Café/Restaurants’ and then click the (<) button. This will remove that condition from our query.
110
The condition has been disabled. Now let’s click the OK button.
111
Our screen refreshes and it doesn’t look any different. But wait, click the drop down next to our establishment type.
38
112
Now are drop down has all of the Establishment Types for us to choose from. Find the one you want to see and then click OK.
113
Your query will refresh and now show the Establishment Type you requested. This is much easier than editing the condition each time.
114
Let’s add more fields to our Page Items. Click Edit and then click Worksheet.
39
115
Scroll down thru the establishment folder until you find Next Insp Date:Year and Next Insp Date:Month and then click the (>)
button.
116
Now let’s click on the Table Layout Tab.
117
On the Table Layout tab, drag Next Insp Date: Year and Next InspDate: Month up to the page items. Then click the OK button.
40
118
Your query will refresh and now you will have the options to change you’re the Month and Year for the establishments next survey date.
119
Once again, our drop down’s only offer January of 2012. Let’s disable our condition and that will give us more choices.
120
Click Edit, and then click Worksheet.
41
121
Click on our condition for Next Insp Date and then click the (<) button. This will remove that condition from our query.
122
The condition has been disabled. Now let’s click the OK button.
123
Our query will refresh and now we have more options available in our Year and Month drop downs. Select one and your query will refresh.
42
124
Our query will re-fresh with our selection. Note: the drop downs selection will contain all values found in that field.
125
• Let’s rename the worksheet (because “Restaurants” is no longer meaningful).
126
Click on “Edit” and “Rename Worksheet”.
43
127
Enter “Establishment with Next Survey” under Name and click “OK”.
128
129
Click on “File” and “Save” then “File” and “Close”.
44
130
QUERY #2• We will:
– Open an existing workbook– Build a cross-tab query– Move around “AXIS” items– Run the query– Add a title– Edit a heading– Rename the worksheet– Add totals to columns and rows– Add a graph– Create a new cross-tab worksheet – Save and close the workbook
131
Let’s open an existing workbook. Click on “File” and “Open”.
132
Select the “Training Query 1” workbook and click “Open”.
45
133
Wait for the query to run, then click “Edit” and “Add Worksheet”. This will add a second worksheet to you workbook.
134
Uncheck Title, Page Items, Graph, and Text Area. Change the display from Table to Crosstab. Click “Next”.
135
Scroll down thru the list of folders and click the (+) sign next to the Survey Base folder.
46
136
From the Survey Base folder, select Survey status, Survey date: Year, and Survey date: Month.
137
Find Survey date and click the plus (+) sign next to the field. It will open up and show three new fields, Count, Min, and Max.
138
Click on COUNT, and then click (>) to send the field to the selected list.
47
139
We will now set up a condition to only look at surveys from 2011. Click on the Condition tab.
140
On the Condition tab, notice that the conditions that were built for the first query are listed but not enabled. If they were appropriate you could enable those
conditions. For our current query, they are not. Click the New button.
141
After clicking the New button, then select New Condition.
48
142
Click the drop down for Item, and then click the More items.
143
You will then be presented with a list of items from folders we have selected from. Scroll down and click on Survey Date, then click OK.
144
Click the drop down for Conditions and select BETWEEN.
49
145
Then we will set our values to ’01-JAN-2011’ AND ’31-DEC-2011’. Then click OK.
146
We have our condition built, so now lets click NEXT.
147
When you click Next, you will receive the following warning. We are about to fix it, so click OK.
50
148
Left-click and hold the mouse button down on the “Survey status” and drag it down from the top to the left hand column.
149
Here you can see where the item is to be “dropped”.
150
Click “Finish” to run the query.
51
151
Now you should see something like this. Across the top of the report are the months of 2011. Down the left side of the report are the survey status’. Then the report shows the number of surveys entered for each
month.
152
Let’s add a title to our query.
153
Click on View, then click on Title.
52
154
Double-click where it says to double-click.
155
When you double-click, the following screen will pop up. Enter what title as you would like it to appear on the report.
156
Once the title is entered, click OK.
53
157
The title now shows, lets add totals.
158
From the menu bar, click on Tools and then click Totals.
159
Click on the New button, and then New Total.
54
160
The first field will be the one you want to total up. Discoverer will try to determine which field to total up. A drop down is available if the field is
incorrect.
161
The next field wants to know what kind of total you want. The system will default to Sum.
162
Next, where do you want the total to be located.
55
163
We want our total to be on the right. Then click OK.
164
Then click OK to run the query.
165
The report now has the total number of surveys for 2011.
56
166
Let’s change the heading over our total from “Sum” to “Total for year”. Click Tools, then Totals.
167
Click on the total, then click Edit.
168
Uncheck the box next to “Generate label automatically”, then type your heading in the box that has “Sum” in it.
57
169
Now click OK, then click OK to run report.
170
The report now shows our new title.
171
Let’s rename one of our headings.
58
172
Right click on the heading Survey date COUNT and then click Edit Heading.
173
Change the heading to “Number of Surveys”then click OK.
174
• Let’s give our new worksheet a name. Right now it shows as Sheet 2.
59
175
Click on “Edit” and “Rename Worksheet”.
176
Enter “Number of Surveys by Month and Status” under Name and click “OK”.
177
60
178
The worksheet is ok, but
• The worksheet we created is ok, but if we want to see survey counts for other than 2011, we need to edit the worksheet and change the value of the condition. This is time consuming. Lets add a Page Items.
179
To add a page item to our query, click View and then click Page Item.
180
Our page now has a Page Item box at the top of the screen.
61
181
Click on the 2011 heading and drag it up to the page item box.
182
The screen will refresh and the Year will move to the top of the screen. Notice the drop down next to the Survey date: Year now.
183
Our drop down only shows 2011. That is because we have a condition to only look at surveys with a date between Jan 1 and Dec 31 2011.
62
184
Click Edit, and then click Worksheet.
185
Click on our condition, Survey date BETWEEN 01-JAN-2011 and 31-DEC-2011, and then click the (<) button. This will remove that
condition from our query.
186
The condition has been disabled. Now let’s click the OK button.
63
187
Our screen refreshes and it doesn’t look any different. But wait, click the drop down next to our Survey date: Year. All years that surveys are
entered will be available in the drop down.
188
Now our drop down has all of the Years for us to choose from. Find the one you want to see and then click OK.
189
Your query will refresh and now show the Year you requested. This is much easier than editing the condition each time.
64
190
Graphs
With the total number of surveys, we can now produce a graph to
compare our months.
191
Click on edit, then click Graph.
192
The edit graph window will appear. On the first tab, you can select the style of graph you need.
We are going to use Bar.
65
193
The next tab is Style.
194
On the style tab, you can select your colors.
195
Titles, Totals and Series allows you to pick the data you want graphed.
66
196
X-Axis is for making adjustments to the x-axis of your graph.
197
Y-Axis is for making adjustments to y-axis of your graph.
198
Plot Area allows changes to the graph view.
67
199
Legend allows for changes to the legend.
200
Click the OK button once your changes are made.
201
The screen will refresh and your graph will show at the bottom.
68
202
Click on “File” and “Save” then “File” and “Close”.
203
Exporting Workbook Data
• Discoverer lets you convert your worksheets into other popular formats such as Excel, CSV, etc.
• Let’s convert our “Training Query 1” into an Excel spreadsheet.
204
Click on “File” and “Open”.
69
205
Select “Training Query 1” and click “Open”.
206
Click on the “Establishments with Next Survey” tab at the bottom. Click “OK” to run the query.
207
Wait for the query to process then click “File” and “Export”.
70
208
Accept the default to export the current worksheet and click “Next”.
209
Chose the destination for your file and click “Next”.
210
Pick the location you want the file saved, the file type, and the file name.
71
211
Accept the default for “Supervised” and click “Finish”.
212
Once the process is complete you will get an export log informing you that the export was successful. Click “OK”.
213
Now you can get into Excel and open the worksheet that you exported.
72
214
Excel spreadsheet
215
Deleting Worksheets
• Deleting a worksheet from the database permanently removes it. You should not delete a worksheet from the database unless you are absolutely certain that you won’t need it in the future.
• Note: You cannot delete a worksheet unless you have the appropriate database privileges. Also, you cannot delete a shared worksheet unless you created it.
216
To delete a worksheet click on “Edit” and “Delete Worksheet”.
73
217
When prompted “Are you sure?” – Click “Yes” or “No”.
218
Sharing Workbooks
• Sharing a workbook allows others to view, analyze, and print the workbook. They will only see the data that belongs to them.
* This assumes they have the appropriate database privileges.
219
To share a workbook click on “File” and “Share”.
74
220
Choose the user you would like to share your workbook with and click the “>” arrow to move it to the Shared
window.
221
Once you have selected the user(s) you want to share this with click “OK”. Now when DBUCHANAN signs into Discoverer he will see this
workbook has been shared with him.
222
He/She who giveth also taketh away.
• If your co-worker and possible friend gets you really mad, you can choose to un-share your workbooks by reversing the process.
