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.Soft AllianceAnd Resources Limited

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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Discoverer components Cont..

if you want to design manage the end user view of relational data, you will use Discoverer AdministratorDiscoverer Administrator create and maintain the EUL. Discoverer managers use Discoverer Administrator to grant Discoverer access permissions and task privileges directly to database users.

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Discoverer components Cont.. 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, workbooks, and worksheets, execute queries, and return worksheet content using: A Java client application Discoverer Catalog: is a repository for storing and retrieving definitions of objects for Discoverer Plus . 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 ViewerSoft Alliance 7And Resources Limited

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

Oracle BI Discoverer architecture?

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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. Analyze data using a variety of powerful techniques Prepare reports, share data with others, and in other applications (e.g. Microsoft Excel)

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Working With Oracle Discoverer PlusOpening A workbook

Click Open Existing Workbook and lick Browse to select the workbook Click Open Or subsequently via the File, Open.. Menu option

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RUNNING DISCOVERER PLUS FOR THE FIRST TIME Discoverer Plus uses Java Technology. When a client first accesses Discoverer Plus, a one-time setup procedure to install a Java Environment and initialise the Discoverer Plus software is performed. 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. A java Environment is not required when using Discoverer Viewer since this product only utilises Java Script and HTML technology.

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Creating New workbookCreating 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 NextSoft AllianceAnd Resources Limited

Select Business Area

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

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SELECTING ITEMSWhether you are adding the first sheet or subsequent sheets to an existing workbook, the procedure is the same. Having chosen the layout type, the next step is to choose the items to be included on the sheet.

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Select Folder Expand the folder to see Items Drag Item(s) Into Select Area Click Next

Once items from a folder have been chosen, folders not related to the selected items are greyed out and unavailable for selection.Soft AllianceAnd Resources Limited

Click Next Click Add to Add Sort Item Click NextSoft AllianceAnd Resources Limited

Create ConditionsThe wizard also allows you to select a pre-defined condition or create new one that will limit the information retrieved from the database.

To provide more flexibility, it is possible to associate "Parameters" with a worksheet. This allows the results returned by the Worksheet to be governed by values provide by the user of the Workbook.

Click Finish : To Display the record(s)Soft AllianceAnd Resources Limited

NOTE : If the Data Displayed has no Conditions or Parameters, its displayed all the rows.

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Insert New Conditions

Click Edit worksheet

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Insert New Conditions Cont..

Select a condition expression from the Condition drop down list.Soft AllianceAnd Resources Limited

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 '002Gross Pay > 60000 Actual Balance < 50000

> = 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,ZENITH,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,ZENITH,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

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

When a Parameter is created, you have the choice of also creating a new condition to use it. The condition is automatically included on the sheet.

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Sort/Order your Field.

Select the Sorting Field in the Column Heading Select the Direction Low to High or High to Low i.e Ascending or Descending order. Click NextSoft AllianceAnd Resources Limited

Saving Workbook

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

You may now customise your worksheet by adding a Title, text , adding Graph information and formating your worksheet

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WORKBOOK FORMATTINGRE-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. Can also be achieved via the Format, Columns Menu. FORMATTING HEADINGS a. Header Text The Format Items Dialog can be displayed via thye Format, Format items.. Menu

Right click a column on the worksheet and selecting from the resultant pop-up menu

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Manage Workbook: Delete Workbook , Share Workbook and Workbook Properties

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