Oracle BI DiscovererTraining

7/29/2019 Oracle BI DiscovererTraining

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Introduction to OracleBI

Discoverer

Permissions were granted from Forsyth Co., N.C. Environmental to use their data in this presentation.


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Beginning Note:

Just as any windows based application thereare 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 tasksbut it would be too time consuming to covereach and every one.


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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 Discovererproduct.

You will see enough of the basic things to

enable you to start using the product afterviewing this introduction.


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What we are going to do.

Discoverer What is it? Why use it

Go over Concepts & Key Terminology ofthe Discoverer product.

Build several queries utilizing somedifferent features of Discoverer.

Go over additional features of Discoverer.


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A little about Discoverer

It is a browser based tool.

The product has three main componentsAdministration Edition

End User edition (10g Plus)

End User edition (10g Viewer)


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Administration Edition

Requires an administrator who worksclosely with the DBA and the End-Users

to identify business area needs. Sets up business areas, folder, items, join

conditions, security, etc

Monitors security, query execution, andscheduling queries and reports.


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End-User Editions

Made for End-Users like YOU.

Requires some familiarity with theWindows environment.

Requires some familiarity with theapplication (Environmental).

Most important, there is NO NEED for anin-depth knowledge of Oracle


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Discoverer 10g Plus

Allows the end-user to:

Create Workbooks

Store Workbooks on the database

Share access to workbooks with other users


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Discoverer 10g Viewer

Allows the end-user to view workbooksresults created by a 10gPlus user.

End User with only 10g Viewer privilegescannot create, modify, or share access to

workbooks.


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Why use Discoverer

To do ad-hoc queries in lieu of running orlooking through reports:

What was the score of an establishment the lasttime it was inspected?

How many active food service establishments?How many push cart permits issued last

quarter?


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Key Terminology

EUL (End-User Layer) Interface between the end-user and the

databaseContains business areas, folders, items, etc

Business Area

Set of related information with a commonpurpose (Environmental)


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Key Terminology (cont.)

FoldersStore details about groups of related

information (Establishments, Inspections, etc.)Usually relates to a database table or view

ItemsFolders contain items (for example the

Inspections folder might contain State ID,Premise name, Score, etc.)

Usually relates to a column in a database table


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Key Terminology (cont.)

WorkbookCan contain one or more worksheets

Somewhat similar to the Excel workbookStored on the database

Worksheet

Contains 1 SQL statement (query)Shows the results of the query


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END USERS

(Workbooks & Worksheets)

End User Layer (EUL)(Business areas,Folders,Items etc)Administrator

CDP-DataMart(Oracle 9i database)

ORACLE DISCOVERER OVERVIEW


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The queries we will build will be based onthe North Carolina Environmental businessarea.

It is important to understand theCONCEPTS of how we are usingDiscoverer as opposed to the system or

business area we are using.


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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


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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.


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Enter User NameEnter Password

Enter Database Then click Go


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You may get a Security Information pop-up. Click Yes to display the items.


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The Workbook Wizard

A series of 5 steps that assists/prompts youin creating an end result.

Once you become familiar with buildingqueries you do not have to go thru all 5steps.

You can always get to any of the wizard at alater time to edit the query.


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Create/Open Workbook

Workbook Step #1 allows you to :

Create a new Workbook

Or

Open an existing workbook

Then

Choose the type of workbook you wantopen.

Click onCreateanew workbook


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Click on Create a new workbook .We will open an existing workbook later in this session.

Uncheck Title Graph andText Area Leavethedefault Table


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Uncheck Title, Graph, and Text Area. Leave the default Tableselected and click Next.


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The Selection Process

Workbook Step #2 allows you to:

Select Business Area, Folders from thebusiness area, and Items from the folders.

Create conditions, calculations, percentages,and totals, edit & enable/disable.


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Business Area

Select the business area that contains theinformation (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 toyou.


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Select the Folder(s)

Select the folder(s) that contain the itemsthat you want to use in your worksheet

(query).

Clicking the (+) sign to the left of the folder

will expand the folder to show all itemscontained within the folder.

Select theEstablishments Folder


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Select the Establishments Folder.Click the (+) sign to the left of Establishments to see the Items.


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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 inthe right pane


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Lets select the

State Id

Premise Name

Est Type

Est Phone

Clickon theitem thenclick the(>)arrow


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Click on the item then click the (>) arrow.

Until your screen looks like this


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Until your screen looks like this


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To de-select an item

Click on the item in the right pane to

highlight it

Click the (


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Once you have selected the items Click the Conditions tab.

Click New and New Condition fromthedrop downmenu


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Click New and New Condition from the drop-down menu.

Namingthecondition


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Naming the condition


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Conditions (tip)

It is a good idea to assign a meaningfulname to the condition if:

You are going to have multiple worksheetsin a workbook.You are going to save and reuse this

workbook.

You are going to share the workbook withother users.

Wewill allow toGeneratenameautomatically Click thearrow under Itemtoselect


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We will allow to Generate name automatically. Click the arrow under Item to selectthe item. You will see that the 4 items we selected under on the Items tab.

If youselectMoreItemsyouwill seeALL theitemsthatare in thefolder(s)youare


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If you select More Items you will see ALL the items that are in the folder(s) you areworking with (Establishments) click Cancel.


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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 fromthe folder that contains it

Scroll downtoandclickEstType


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Scroll down to and click Est Type

(Notice that the item Est Type now has the folders name in front of it.) Arrow down


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( yp )the Condition column and select the conditional expression =

Manually enter 1 in the Values column to select only food service establishments


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y yClick OK.


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Conditions (tip)

Text values and dates are enclosed in singlequotes.

Multiple values are separated by a comma.

Date format is dd-mon-ccyy (ie; 28-FEB-2008)

We will add calculations and totals to a worksheet later click Next.


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Table Layout

Workbook Step #3 allows you to re-arrangethe 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 thedesired order.

Click and drag the column names to the desired locations then click Next.


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Workbook Step 4 allows you to sort the worksheet by the data points. We will sort the


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worksheet later in the session click Next.

Workbook Step #5 allows you to add a parameter to the worksheet. This can supply


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values to a conditional statement. We will add a parameter to the worksheet later in thesession. Since this is the last step of the Wizard lets run the query. Click Finish.

Youshouldseethequery progress bar informingyouof thestatusof thequery.


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You should see the query progress bar informing you of the status of the query.

And you should see something like this.


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Notice that at the end of the scroll bar (on right of query) you can click to retrieve the250


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next 250 rows.

Lets add a sort sequence. Click Tools then click Sort.


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Click the Add button to the right then select Premise Name from the drop downC l Cli kOK


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Column. Click OK.

The Premise Name (establishment name) should be in alphabetical sequence (numbers


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and special characters will appear first).

Lets disable the Est Type condition. Click on Tools then click on Conditions.


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yp

To disable the Est Type condition, click on the Est Type=1 condition in theS l t d i d d li k th ( )


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Selected window and click the (


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condition is enabled will disappear). Click OK.

Now the query will show all Est Types.


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Lets edit the Est Type condition. Click on Tools and Conditions.


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Highlight the Est Type=1 condition by clicking on it and click Edit.


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Change the Value from 1 to 2 and click OK.


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Are we ready to run the query?


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No. We need to enable the condition. Click on Est Type=2 condition and click the(>)arrowtomove thecondition to theSelectedwindowandenableit (Noticethat


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(>) arrow to move the condition to the Selected window and enable it. (Notice thatthe blue check will reappear showing you that the condition is now enabled.) Click

OK.

Now you will only see Type 2 Establishments (Food Stands).


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Lets rename the worksheet. Click on Edit and Rename Worksheet.


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Change the name from Sheet 1 to Food Stands and click OK.


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Now the worksheets name has been changed.


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Lets save the workbook. Click on File and Save.


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Enter Training Query 1 as the new name and click Save.


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Lets close the workbook. Click on File and Close.


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