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Oracle Discoverer

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Oracle Discoverer
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Session Objectives This presentation covers:

Whats is Discoverer ? Key Terminology in Discoverer Responsibilities of the end-user An overview of Discoverers components Discoverer Architecture Drawback of Discoverer older versions What is new in Discoverer 10g Discoverer Administration Discoverer Desktop

What is Oracle Discoverer and what is it used for?

Oracle Discoverer provides end users easy access to data and allow them to do data analysis and set-up ad-hoc queries. Discoverer is the reporting and analysis tool, which Provides quick development environment to develop Data Warehousing & Business intelligence reports Discoverer is a point and click, drag and drop user interface that the end users can use Discoverer allows functional people to create their own interactive reports

Key TerminologyInterface to database Grouping of Tables Group of worksheetsTables Columns Rows Queries

= End User Layer = Business Area = WorkbookFolders Items Records Worksheets4

Responsibilities of the end-user You cannot Create a report if you are not aware of the

data available to you, if you dont know which folders contain the data and what the end result is that you are trying to achieve. Therefore before you begin to explore the power of

Discoverer, you will need to:1 - Understand your business, 2 - Understand your reporting requirements, and 3 - Understand your database

Discoverer Components

Administration (T) Desktop (T) Plus (BI) Viewer (BI) T = Tool, BI = Business Intelligence,

Components of Oracle DiscovererAdministration Edition The Administration Edition is used to create and maintain the "End User Layer" (EUL) which is a metadata layer that hides the complexity of the database from end users. User Edition The User Edition is used by end users to perform ad hoc-query, reporting, analysis and web publishing. (Web) Viewer Edition The Viewer Edition is used to view pre-defined reports. Viewer Edition is currently available for the Web only.

Discoverer Architecture

Discoverer Older Version vs. Discoverer 10gDiscoverer Older Version Users share one logon Queries are saved on Hard Drives must be Emailed to share with others Parameters are always required Totals do not always work Many customizations Queries run faster Issue with Page items Discoverer 10g Users have individual logons Queries are saved on Dbase easy to share with others Parameters can be optional Totals not been an issue in any testing Limited customizations Queries may at times run slower Page items can view one or all items

Whats new in 10.1.2?

Reporting Enhancements Parameter enhancements Cascading parameters Optional and Mandatory parameters Support for keywords and tokens

SYSDATE, NULL and USER

Exception handling Conditional formatting (formerly Exceptions) Stoplight formatting

Reporting Enhancements Greatly enhanced Viewer capability Save

If enabled you can save changes This depends on individual privileges Print to PDF Export to PDF

High fidelity printing within Viewer

New calendar popup for dates Email

If enabled, send worksheet content as an attachment to an email

Discoverer Administrations

Role of Admin EUL creation Importation of database tables Ordering of folders and items How to check folder and item properties The use of item separators Creation of alternate sorts Creation of complex folders Creation of hierarchies Creation of new calculated items Security and Privileges Scheduling Workbooks Import and Export of Discoverer items

Source to Destination

We need to think a little about what we are going to

do. We are going to take a set of data definitions from a source database and convert that into a new set of definitions a Discoverer business area Source Oracle database, containing 12 tables Destination A star schema, better for Discoverer

users to query from

Source

Destination

Creating the End User Layerneed to create the end user layer itself Launch and log in to Discoverer Administrator

Before we can begin creating our first business area, we

Follow on screen prompts

EUL

End User Layer

is a Metadata repository for Business areas, folders and items on which Discoverer workbooks or reports based on. The EUL is a set of database tables that contain information (or 'metadata') about the other tables and views in the database. Note: A database can be Oracle, Oracle Applications or any RDBMS.20

Logging On

Type the username, password and connect, then click Connect

EUL MessageWe dont have an EUL right now, so Discoverer gives the following message:

Click Yes to continue

CreatingWhen prompted, click Create an EUL

Create EUL Wizard Step 11. Check existing user2. Grant access to PUBLIC 3.Click Select

Pick the user1. Type the user, or part of the user, and click Go 2. Pick the user from the list

3. When done, click OK

Commit Status - Part 1 of 3Discoverer first creates the tables and viewsWatch the jigsaw

Commit Status - Part 2 of 3Then populates the tables with default data

Commit Status - Part 3 of 3Finally granting access to the new EUL tables

Empty EUL is created

When done, click OK

Oracles Video Tutorial

When prompted to install the tutorial data: Click Yes if you want Oracles Video tutorial, We dont need this for the demo, click No

EUL installed

When done, click Close

A Business Area is a set of folders containing

Business Areas

related information with a common business purpose. Using Discoverer Administration Edition, you can tailor the grouping of data to provide users with the proper access to the precise data they need for ad hoc query, decision support, and presentation of results.

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Business Areas:

Business AreasMeet the specific data needs of the users Usually contain data from several different tables or views Have tables or views and their associated columns mapped to folders and items respectively Can contain many simple folders and complex folders

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Business AreasContinued

May contain folders from one or more physical databases Include conditions, joins, calculations, formatting, hierarchy structures, and other custom features

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The load wizard stepsDiscoverer administrator wizard has 5 steps:1. 2.

Create or Open a business area Select the schema

3.

Select the objects to useName the business area

4. Define the import options 5.

Load Wizard 1 - create or open?Click Create a new business area

Load Wizard - continuedCheck On-line dictionary then click Next

Wizard 2 - which schema?Pick desired link and schema then click Next

Wizard 3 which objects?Take a look at the source schema

Wizard 3 - select the objectsSelect desired objects, then click Next

Wizard 4 - data optionsSelect desired objects, then click Next

Wizard 5 what name?Complete the business area, then click Finish

Importing the objectsAs Discoverer loads the chosen objects, you will see the status approaching 100%

Objects importedAfter the business area has been imported, we need to check a few things: The order of the folders The names of the folders The names of the items The order of the items Lists of values

Joins

How to move a folder locationTo move the location of a folder, follow this workflow:1.

Left click on the folder that you want to move and hold the mouse button down

2.

Move the mouse cursor to the location where you would like this folder to beWait until Discoverer highlights the destination folder

3. 4. 5.

Release the mouse buttonThe folder will now move to the chosen position

Check the names of the folders Many times, especially when importing objects from

the database, you will find that the name of the table is not user friendly Rename all non user friendly folder names In our case, the folder names are ok so I will not

change them

How to rename a folderTo rename a folder, use this workflow:1. Right click on the folder that you want to rename 2. From the pop up menu, select Properties 3. Single click in the field called Name 4. Enter a more business friendly name 5. Check the Identifier and change if need be 6. When done, click OK

Check the name of the items Many times, especially when importing objects from

the database, you will find that the name of the item is not user friendly Rename all non user friendly item names In our case, the item names are cryptic so I will change

them

How to rename an itemTo rename an item, use this workflow:1. Right click on the item that you want to rename 2. From the pop up menu, select Properties 3. Single click in the field called Name 4. Enter a more business friendly name 5. Optionally, provide a description 6. When done, click OK

Names in Sales FolderBefore AfterLeave Identifiers unchanged

Rename other itemsGs Channel Change Name to Channel

Gs Customer Change Custid to Cust ID

Change Name to Cust Name Change Contactname to Contact Name Change Creditlimit to Credit Limit

Gs City Change Name to City

Check the order of the items Open each folder and look at the ordering of the items We need to rearrange the order to make selections for

users easier Move metrics to the top, followed by descriptor items, dates and finally non essential identifiers Finally, insert item separators

How to change an items positionTo change the position of an item, use this workflow:1.

Left click on the item that you want to move and hold the mouse button down

2.

Move the mouse cursor to the location where you would like this item to beWait until Discoverer highlights the destination item Release the mouse button The item will now move to the new position

3. 4. 5.

How to insert an item separatorTo insert an item separator, use this workflow:1. 2. 3. 4. 5. 6. 7.

Right click on the name of the folder into which you want to insert an item separator From the pop up menu, select New Item Discoverer opens the New Calculation dialog box Give the item a separator Name such as: *** M e t r i c s *** In Calculation use NULL Click OK to complete the calculation Move the item to its correct position

Sales Order folder with separatorsNote how each logical group gets its own separator

Default PositionWhen Discoverer imports data items from the database it automatically assigns the position of the items as follows: Dates Top

Integers Top Numbers with decimal places Data Point Strings Top

How to change an items positionTo change an items position, use this workflow:1. 2.

Right click on the item whose position you want to change From the pop up menu, select Properties

3.

Single click in the field called Default Position Your options are Data Point, Page, Side, Top, Top or SideChange the position When done, click OK

4. 5.

Default Format When Discoverer imported the data items from the

database it automatically assigned the default format of the items as follows: Dates DD-MON-RRRR

Integers 9999999999 Numbers with decimal places 999999D99 Strings As defined in the database

Why change the format? To allow for leading zeros in numbers To increase the number of decimal places to allow

for better mathematical accuracy To increase the number of places before the decimal to allow for summations To insert comma separators To truncate dates To format dates as MM/DD/YYYY And many other reasons.

How to change an items formatTo change an items default position, use this workflow:1. Right click on the item whose format you want to

change2. From the pop up menu, select Properties 3. Single click in the field called Format 4. Change the format 5. When done, click OK

Formats to changeWe will change the following: Cost Price and Selling Price From 999999D99 to Order Qty and Ship Qty From 9999999999 to Inserted a leading zero

999999990D99

Increased number of places to left and inserted a leading zero

99999999990

How to check a list of valuesTo check a LOV, follow this workflow:1. 2.

In the Admin edition, click on an item with a LOV Open up the lists of values for the item by clicking on the + along side the item name

3.

Discoverer will give you a warning that this could take a while. Ignore this and continue see note below.Confirm that the LOV is ok

4.

Note: you should always open up a list of values in the admin edition before releasing to a user. This prevents the user seeing the warning message that opening up could take a while

Problems with LOVs

The most common errors that occur with LOVs and how to fix them:1.

They take too long to generate and time outa. b.

Increase the time out limit Use another data item to create the LOV

2.

They show the data in the wrong sort sequencea.

Use an alternative sort

Alternative sorts Sometimes, when we look at a list of values, we will see

that it is not in the order that we would like To overcome this, we can use an alternative sort

To create an alternative sort we must have one of the

following: Another available 1:1 item in the same folder, or

An artificially created sequence

Month data is a candidate for an alternative sortNatural order April August December February January July June March May November October September

Required order January February March April May June July August September October November December

Add alternative sort on MonthTo add an alternate sort, use this workflow:1. 2. 3. 4.

Click the Item Classes tab Expand the list of item classes Locate the list of values that needs the alternate sort Right click on the LOV and from the pop up menu, select Edit Item Class

Folders & Items Folders

The tables and views loaded into a Business Area. Folder Types - Simple, Complex and Custom Items The Columns within a Table or View

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Types of new folder1.

We can insert three types of new folders:New This type of folder is the sort that we choose when we wish to create a new, complex folder. A complex folder is one that is made up from items from existing folders 2. Custom Select this type if you want to key the SQL yourself 3. From Database Select this type if you want to create a folder based on a database object (table or view)

Creating new foldersTo create a new folder, follow this workflow:1. 2. 3.

Single click on the business area such that the business area name is highlighted Right click on the highlighted name Discoverer will pop up a context menu From the context pop-up menu, click on the type of folder you want to create

Note:

an alternate way to step 2 is to select Insert | Folder from the menu bar

Split the screen Window | New Window

Move day key into the folder Populate the new folder with Calendar Date

Move rest of date items in

Rename Calendar Date, Fiscal Month, Fiscal Qtr and Fiscal Year to be more user friendly

Joins A Join relates two folders using common items. The Joins affect the combinations of items that can be selected during the following operations: 1. Creating a worksheet in Discoverer Plus. 2. Creating a Complex Folder in Discoverer Administration Edition.

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Rename and make 1:N join to SalesRight click Order Date, select New Join

Conditions Conditions filter worksheet data, enabling Discoverer end users to analyze only the data they are interested. Conditions are applied to the folders or items

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Finish the date foldersTo finish the Order date link, we hide the original Day, Month, Quarter and Year folders so that user has to select from the new folder

To hide a folder, use this workflow:1. Right click on the folder you want to hide 2. From the pop up menu select Properties 3. Change Visible to user from Yes to No 4. Click OK

Notes about Complex FoldersWhenever you use complex folders, note: Lists of values are copied and the item classes are

shared with the original items Joins are not copied, they must be created manually

Item Classes Groups of items that share similar properties Used to enable the following: List of Values Alternative Sorts Drill to Detail links

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A calculated item is an item that uses a formula to derive data for the item

Calculations and Hierarchies

Hierarchies are default drill paths between item that you define in Discoverer Administrator There are two types of Hierarchy in Discoverer Administration Edition: 1. Item Hierarchies 2. Date Hierarchies79

HierarchiesA hierarchy allows a user to drill within the data. Typically we use 1:N relationships to define hierarchies.There are two types of drill: 1. Rolling Up: This expands a query by allowing a user to include data from a higher level of the hierarchy 2. Drilling Down: This expands a query by allowing a user to include data from a lower level In both types, Discoverer may re-query the database

Hierarchy workflow

To create a hierarchy, use this workflow:1. 2. 3. 4. 5. 6.

Click Hierarchies tab Right click on business area to use Select New Hierarchy from the drop down list Wizard step 1 - check appropriate hierarchy type Click Next Wizard step 2 - locate and open folder containing the items

Hierarchy workflow7. 8. 9. 10. 11.

Select the lowest level drill item and place in right hand side Select next items, in order When all items selected, click Next Wizard step 3 - give a meaningful name to the hierarchy Click Finish

Source ERD showing time folders

New Feature when creating items

If you are creating new items in a complex folder,

Discoverer lists all of the folders that were used to create the complex folder It also displays all of the items in the original folders, irrespective as to whether they were used in the complex folder This allows you to build new items on any item from the original folders, not just on the items in the new complex folder

Complex Folder expandedOriginal folder

Scheduling WorkbooksWorkbook scheduling is useful in the following situations: The user has created a report that could take a long time to run - they can submit the report to run overnight and view the result in the morning. The user wants to create a report that needs to be updated at regular intervals.

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One of your most important tasks, as a Discoverer Administrator, is defining the access permissions and task privileges allowed for each user or role. Access permissions determine who can see and use the data in business areas. Task privileges determine the tasks each user or role is allowed to perform.

Security and Privileges

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Exporting and Importing Business Areas Discoverer Administration Edition enables you to export/import a business area to a file. This can be useful when copying business areas between EULs or when archiving data.

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Discoverer Desktop/Plus Data Listing Reports Cross-Tabulation Reports (Pivot Tables) Graphs & Charts

101

How To Build a Query in Discoverer Connect Choose a Layout Select Items To Display To Filter By

Specify Totals and other Calculations (Optional) Specify Sorting (Optional) Specify Run-Time Parameters (Optional) Run Report

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Starting Discoverer Plus

103

Successful connection

104

Create/Open a Workbook

105

Creating a New Workbook Use the

Workbook Wizard

106

Selecting Items Select the

Business Area Scroll through list of folders Expand a folder to see its items

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Selecting Items, contd Highlight items

and move them to the Selected side by clicking on the right arrow

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Conditions

109

Conditions, contd

110

Conditions, contd

111

Calculations

112

Calculations, contd

113

Table LayoutClick and drag headings to desired order

114

Table Layout, contd

115

Sorts

116

Results

117

Formatting

118

Parameters

119

Parameters, contd

120

The Same Results

121

Saving a Workbook

122

Opening a Workbook

123

Sharing a Workbook

124

Sharing a Workbook, contd

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Exercise1. 2. 3.

4.5. 6. 7.

Connect to Discoverer Admin. Create one Business Area Create one simple , one custom and one complex folder Create some Joins within the folders Connect to Discoverer Desktop Create a simple report by using the above folders Add some conditions and parameters for the report.

8.9.

Add an appropriate titleSave the workbook on the database

10. Share your workbook with your neighbor126

Theres lots you can do! Discover the data with DISCOVERER!

127

Q&A

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