Oracle BI Discoverer function training new.pdf

Oracle 10g Discoverer Plus

for End Usersfor End Users

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.

What is Oracle BI Discoverer?

Soft AllianceAnd Resources Limited

• 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.

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

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.


charts that can be accessed using Discoverer Plus and Discoverer.

� ■ 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.



Discoverer Viewer.

Discoverer Administrator create and maintain the EUL. Discoverer

managers use Discoverer Administrator to grant Discoverer

access permissions and task privileges directly to database users.

� ■ if you want to design manage the end user view of

relational data, you will use Discoverer Administrator



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• 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


definitions of objects for Discoverer Plus . There is one Discoverer Catalog per database

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NOTE : The two main Oracle BI Discoverer business

analysis tools for end users are :

Discoverer Plus and Discoverer Viewer

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


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.

Oracle BI Discoverer architecture?


•Access data quickly from the Database

•View data in a familiar spreadsheet-style format that is

easy to read and understand.

Why should I use Discoverer?


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• Analyze data using a variety of powerful techniques

• Prepare reports, share data with others, and in other

applications (e.g. Microsoft Excel)

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, Open..” Menu option

� 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

RUNNING DISCOVERER PLUS FOR THE FIRST TIME


� 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.

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

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.

Whether 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.

SELECTING ITEMS


• 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.


• Click Next

• Click Add to Add Sort Item

• Click Next

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)

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.


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

Insert New Conditions• Click Edit worksheet


Insert New Conditions Cont..


Select a condition

expression from the

Condition drop down

list.

The meaning of each condition expression is listed below

= Item is equal to a value Year = 1998

<> Item is not equal to a value Ministry Code <> '002’

> Item is greater than a value Gross Pay > 60000

< Item is less than a value Actual Balance < 50000

<=Item is less than or equal to a value Sales SUM >= 30000

>= Item is greater than or equal to a value Revenue Total < = 60000000

LIKE Item similar to a value (uses wildcards to create a

pattern of characters

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 Item has no value GRADE LEVEL IS NULL

IS NOT NULL Item has a value NETPAY IS NOT NULL

NOT IN Item does not match one or more values in a list BANK_NAME NOT IN

('UNITY’,’ZENITH’,’GTBANK’)

BETWEEN Item is in a range between two values Transaction Date BETWEEN '01-JAN-1998' AND '30-JUN-

1998'

NOT BETWEEN Item is not in a range between two values Sales SUM BETWEEN 10000 AND 50000

!= Item is not equal to a value

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


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, changes

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.


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 Next

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.

You may now customise your worksheet by adding a Title, text ,

adding Graph information and formating your worksheet


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. Can also be

achieved via the “Format, Columns” Menu.

FORMATTING HEADINGS a. Header Text

The Format Items Dialog

can be displayed via thye “


can be displayed via thye “

Format, Format items..”

Menu

Right click a column on

the worksheet and

selecting from the

resultant pop-up menu

Manage Workbook: Delete Workbook , Share Workbook and Workbook Properties

Workbook can be made available for others to


Workbook can be made available for others to

use. Access the sharing dialog from the “ File,

Share..” Menu.

Workbook can be shared to Users Only ,

responsibilities only or both

EDIT THE WORKSHEET

ANS SELECT PAGE ITEM


•Drag the Colum to the

Page Items

You create calculations to analyze a worksheet in a

new way. For example: to calculate a 25% increase in

sales to calculate the rank of sales figures

Creating Calculations


Creating Calculations ( Continued)

On selecting the OK button an additional column is added to

the worksheet.


CREATING AND EDITING A TOTAL

• Go to Tools Menu

• Then Totals

•Select Item to create total on

•Select Kind of Total : Sum,count e.t.c


•Select Kind of Total : Sum,count e.t.c

•Select Where you want the Total to be

shown

•Click OK

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, but the format of

the gragh can easily be changed.


REPORTSPAGE SETUP

To print a report, a number of preparation steps are usually required to

achieve an acceptable results. It is usual for a report to have a page header

and footer, for the range of results to be chosen and its print orientation

To prepare a report


To prepare a report

for printing , use the

“File, page Setup”

Menu option

Print Preview

Pressing the

“Preview” Button

from the “Page Setup”

dialog or selecting the


from the “Page Setup”

dialog or selecting the

“ File Print Preview”

Option.

EXPORTING DATAUse this dialog to specify what data you want to export. For

example, you might want to export the current worksheet or all

worksheets, or export graph data with worksheets.



Use this dialog to specify what format you want to export to, and where to

save files.

Browse Use this button to display the Save dialog, 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. For example, if you change this value to Sales Analysis Report

and export to Microsoft Excel format.


Where do you want to save the file?

Use this field to specify where to save the exported data (for

example, c:\data\reports). Type in a file location, or use the

Browse button to navigate to a file location.


Use this dialog to specify how to export graphs. For example, you

might want to change the graph size, ratio, or the size of the

label font.


Use this dialog to choose whether to monitor the export whilst it is in progress. For

example, if the worksheet uses large queries, you might want to respond to warnings

about how long queries will take. 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. You can then respond to

warnings during the process. 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.

Click Finish

Click OK Button


SCHEDULING A REPORT

Scheduled reports are workbooks set to run at a predetermined

date and time.

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. every


time. The workbook report is run at regular intervals i.e. every

Monday.

The scheduled report is tasked to run and store the results on

the server. Therefore it is not necessary to remain connected to

Discoverer for the report to run (you need not even keep your

workstation switched on).

The schedule report dialog is access

from the "File, Schedule" menu option

The final step in scheduling a workbook is to provide the timing details.

In addition, you must specify whether to keep all results or only the latest set.

You must also specify how long the results will be held before they are

automatically deleted.

VIEWING THE RESULTS


VIEWING THE RESULTS

The results of a scheduled workbook can be viewed by

opening a workbook either when Discoverer starts or via

the "File, Open" menu option.

The "open" dialog gives you the option of opening a

scheduled workbook via the Scheduling 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).

The Schedule Manager will allow the following operations:

a. To open the results of a previously run report

b. Change the schedule characteristics of a report

c. View the error report of an unsuccessful report

SCHEDULE MANAGER


c. View the error report of an unsuccessful report

d. 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. Schedule a new report

The dialog is not updated dynamically, but the "Refresh" button can be used to

update the screen.

Clicking on the header of a column will cause the Schedule list to be sorted on

that column.

Discoverer Viewer is a Web tool for accessing interactive

reports and charts created using Discoverer Plus.

Discoverer Viewer is optimized for performance and

designed to minimize network traffic.

DISCOVERER VIEWER


designed to minimize network traffic.

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


DISCOVERER VIEWER Cont…


Discoverer Viewer User’s can

also perform the following

operations.

• Rerun Query

• Save Report

• Print Report


• Print Report

• Export the data

and lot more.

QUESTIONS & ANSWER


THANK YOU

Date post:	23-Oct-2014
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Oracle BI Discoverer function training new.pdf

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