Oracle Discoverer

INTRODUCTION............................................................................................................ 3

LOGGING INTO DISCOVERER............................................................................................ 4

CREATING NEW REPORTS........................................................................................ 5

CREATING THE QUERY..................................................................................................... 6

CREATING CONDITIONS.................................................................................................... 9

CREATING SORTS........................................................................................................... 12

CREATING CALCULATIONS............................................................................................. 14

DUPLICATING SHEETS IN THE WORKBOOK.................................................................... 16

ANALYZING DATA..................................................................................................... 18

CREATING REPORT PARAMETERS.................................................................................. 19

CREATING TOTALS & SUBTOTALS.................................................................................. 22

CREATING PERCENTAGES............................................................................................... 24

USING EXCEPTIONS........................................................................................................ 26

DRILLING THROUGH THE DATA..................................................................................... 28

CREATING GRAPHS........................................................................................................ 31

MANAGING WORKBOOKS........................................................................................ 33

EXPORTING WORKBOOK DATA...................................................................................... 34

SAVING AND SENDING WORKBOOKS.............................................................................. 36

PRINTING WORKSHEETS................................................................................................ 37

SHARING WORKBOOKS WITH OTHER USERS................................................................. 39

SETTING WORKBOOK PROPERTIES................................................................................ 41

DELETING WORKBOOKS................................................................................................ 42

OPENING EXISTING REPORTS............................................................................... 43

OPENING EXISTING REPORTS......................................................................................... 44

USING PARAMETERS...................................................................................................... 46

USING SHEETS AND WORKBOOKS.................................................................................. 47

DISCOVERER MENU ITEMS.................................................................................... 48

SHEET MENU.................................................................................................................. 49

FORMAT MENU............................................................................................................... 51

TOOLS MENU.................................................................................................................. 53

GRAPH MENU................................................................................................................. 56

VIEW MENU.................................................................................................................... 58

FILE MENU..................................................................................................................... 60

HELP MENU.................................................................................................................... 63

DIMENSIONS................................................................................................................... 1

HIERARCHIES................................................................................................................... 2

TIME................................................................................................................................. 2

COST CENTER................................................................................................................... 3

ACCOUNT......................................................................................................................... 4

BCLE............................................................................................................................... 5

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mailto:[email protected]

SET OF BOOKS.................................................................................................................. 6

AMOUNTS........................................................................................................................ 7

TRANSACTIONS................................................................................................................. 8

BALANCES........................................................................................................................ 9



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1

INTRODUCTION

This class session will provide an introduction to Discoverer functionality along with the

navigational features of Discoverer and define several key concepts. The topics of discussion

include:

Creating New Reports

Analyzing Data

Managing Workbooks

Opening Existing Reports

Discoverer Menu Items



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Logging into Discoverer

To log into Discoverer, you will need your User Name, password, and the name of the database

system to which you are connecting.

Process Flow:

From the Start menu in Windows, choose Programs, then Oracle Discoverer 3.1, and then

User Edition.

In the Connect to Oracle Discoverer dialog box, enter your User Name and password.

In the Connect field, do one of the following:

If you are connecting to a database on your hard drive, click Connect.

If you are connecting to a database on a network, type the connect string or server

name provided by your system administrator in the Connect field. Then click

Connect. (Production data is currently resident in prd, development of new queries

can also be done on the test server, in setup).



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2

CREATING NEW REPORTS

This section discusses creating new reports in Discoverer using the Workbook Wizard. Some of

the functions referred in this section will be discussed in detail in section 2. Topics included in

this section are:

Creating the Query

Creating Conditions

Creating Sorts

Creating Calculations

Duplicating Sheets in the Workbook



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Creating the Query

The Workbook Wizard guides you through the steps required to create a new query. After you

have supplied the necessary information, click on Next to continue. All of these steps represent

common functionality that can be accessed from the Discoverer menus, however the Workbook

Wizard can make sure that you don’t leave out any essential information when you are building

your query.

Selecting a Report Template:

When you are first starting up Discoverer, you will come to this screen; to create a new

report during your Discoverer session, choose the File menu, then choose New.

Select a format for displaying the information you retrieve from the database. There are

four formats to choose from:

A Table displays columns of information with headings.

A Crosstab displays table data in a ‘multidimensional’ format, allowing you to pivot

row, column, and page dimensions.

Note: In a crosstab, column titles, such as ‘January 1998’, are data, not headings.



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A Page-Detail Table allows you to display table information grouped by the criteria

specified on the page axis.

A Page-Detail Crosstab allows you to display crosstab information grouped by the

criteria specified on the page axis.

Selecting Items:

The wizard contains an item selector and uses the following symbols:

A plus sign indicates that there is another level in the hierarchy that is not displayed

but can be opened.

A minus sign indicates that the next level in the hierarchy is displayed.

Select items from the Available list and move them to the Selected list. There are two

mehtods available to move an object from the Available list to the Selected list: Drag the

object from the Available list into the Selected list. Select the object and then click the

right arrow. You can also use these methods to move an object from the Selected list back

to the Available list. Only those items that are not greyed out are available for the query

you are building.

During the Select Items step, you can set certain query options and report setting for this

query. Click on the Options button to access the menu.



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Arrange the items in the layout by dragging them to the positions you want. To create a

page item, select the check box for Show Page Item and drag one or more items to the

Page Items box.

Note: After this step, you are finished with the required steps to create the query, although

you are not quite through with the Workbook Wizard. The next three sections discuss the

optional query functions that the Workbook Wizard will guide you through. These functions

can also be performed from the output window once the query has run.



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Creating Conditions

A condition is a filter that you place on an item to restrict the number of rows returned from a

query. For example, you may want to see only those items that have shipped as of a certain

date. The condition prevents the data that does not meet the criteria from being displayed in the

workbook.

The Administrator can predefine conditions that all users can access in any workbook. There are

two types of predefined conditions:

A mandatory condition is automatically applied when you select an item for inclusion in

your query. There are none currently defined in the system.

An optional condition appears in the item selector as a Filter icon. You decide whether or

not to use this condition.

Users can also create conditions. The conditions you create are only available in the workbook

where they were created. If you want to reuse a condition across multiple reports, you may want

to include the reports in the same workbook.

Conditions are created in both the Workbook Wizard and the Conditions dialog box, from the

Tools menu.



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Creating a new condition:

In the Workbook Wizard Conditions dialog box, click on New. The New Condition

dialog box will appear.

In the Name field, enter a name. You can also click the Generate name automatically box

and Discoverer will create a name for you.

In the Description field, enter a description. This is an optional field.

In the Formula box, select an item from the Item dropdown list. The items available are

all of those that are in the same view as the items selected for the query. In this way, you

can create a condition on an item that will not actually appear in your report. You can

also create a Calculation or select a Condition for your Item.

Select a conditional operator from the Condition drop-down list. Conditional operators

reduce the amount of data returned by a query through comparisons. You can use both

numeric operators (e.g. “Quantity_Purchased > 100”) and alphanumeric operators (e.g.

“Customer LIKE Compaq%”, which would return all customers that have “Compaq” in

the name.)

Note: in the above example, “%” is used as a wildcard in Discoverer.



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Select an option from the Value(s) list. Options include the following.

Select multiple values for the item you selected in the Item list.

Create a calculation for numeric values. Calculations are discussed in detail on page

2-14.

Select an item.

Select a new parameter. This condition is evaluated at runtime, based on the user’s

input. Parameters are discussed in detail on page 3-19.

To create a condition with multiple conditions, click on the Advanced button. You can

group conditions together using the ‘AND’ or ‘OR’ clause to even further control the

query.

Click OK to return to the Workbook Wizard Conditions dialog box. The condition you

created appears in the list, with a check mark.

Click Next to continue working in the Workbook Wizard, or click Finish to complete the

query.

You can add an existing condition to your new query, either one you previously created in your

workbook, or a predefined optional query created by the Administrator. You will only see those

conditions that apply to the items selected for your query. To add conditions to your query, click

in the box to the left of the query name. A checkmark will appear in the box when it is selected.



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Creating Sorts

The fifth step in the Workbook Wizard is defining a sort order to organize the results in the

worksheet. The sort order of a worksheet can be modified from the Tools menu as well. Not

each item has to be specified in the sort.

A Group Sort can be used to create breaks in the report based on the item selected. When an

item is used to break the output, duplicates of the item are suppressed so that the item appears

only once. This enhances the readability of the report.

To sort the query results:

In the Workbook Wizard Sort dialog box (or the Sort Table/Crosstab dialog box), click

Add and select items to sort from the list.

To set the sort priority, select an item and click Move Up or Move Down.

For each item in the sort, under Direction select Lo to Hi or Hi to Lo. This indicates

alphabetic or numeric order.

For each item that you want to set a Group Sort, under Group select one of three options:

Group Sort arranges rows with the same value under a single heading.



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Page Break produces a group sort and displays a dashed horizontal line after each

group. When printed, each new value for the item will start a new page.

None sorts the data without a group sort or page breaks.

If you select Group Sort or Page Break, specify these options:

For Group Sort, under Line choose whether to display a solid horizontal line between

each group and select its thickness, from 1 to 10 pixels. Under Spaces specify how

many line spaces you want between each group.

For Page Break, under Spaces specify the number of line spaces you want after each

page break.

If you want to hide a column so that it does not show up in the report, add the item to the

list of sort items, then select Hidden under the Group dropdown list. This column will

not be displayed on the report, although it will be part of the report.

If you are in the Workbook Wizard, click Next to continue working or click Finish to

complete the query. If you are in the Sort Table/Crosstab dialog box, click OK to sort the

data in the current sheet.



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Creating Calculations

The last step in the Workbook Wizard is creating calculations to add data to the worksheet. You

can also access this function from the Tools menu. Calculations can be simple, involving

numeric operations between items in a single folder, or they can be complex mathematical or

statistical expressions.

To create a calculation:

In the Workbook Wizard Calculations dialog box (or the Calculations dialog box), click

New.

In the Edit Calculations box, choose an item and/or function to use in your calculation and

click Paste to insert it into the calculation. Use the Show options to switch between the

display of items and functions.

Items available for selection are those in the same view as the items selected in the

query.

Various Functions are available for complex calculations beyond mathematical

operations. Click on a function to get a brief description.

Conversion – Single-row functions that convert one data type to the same or

another data type.



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Date – Calculates arithmetic operations on dates.

Group – Includes grouping and counting functions.

Numeric – Single-row numeric functions that return numeric values.

Other – Single-row functions that do not apply to any other grouping. You can

include multiple search criteria and return expressions.

String – Single-row character functions that return character values. For example,

the “substring” function can be used to extract the sales agent number (123) from

the sales representative code (123AWST) with the format substr(sales

representative, 1, 3)

Insert mathematical operators by clicking the buttons below the Calculation box. You can

also type directly in the Calculation box.

Enter a name in the Name box. This name becomes the item name when the calculation

is displayed in the sheet.

Click OK to return to the Calculations dialog box. The new calculation appear in the list

of calculations, with a check mark.

If you are in the Workbook Wizard, click Finish to complete the query. If you are in the

Calculations dialog box, click OK to apply the calculation to the current sheet.



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Duplicating Sheets in the Workbook

Each workbook can contain multiple sheets. It is generally a good idea to group common-

themed worksheets together into one workbook, as your user-defined conditions and calculations

can be used multiple times, and also to make sharing reports more efficient. New blank sheets

can be added through the menus, and entire reports can be duplicated into new sheets

To create a new blank worksheet:

From the Sheet menu, choose New Sheet. The New Sheet Wizard (identical to the

Workbook Wizard) will guide you through the process. After each step, click Next.

Select a format for displaying the information you retreive with the query.

Select Items from the Available list and click the right arrow to move them to the

Selected list.

Arrange the items in the layout by dragging them to the positions you want.

Add conditions, sorts, and calculations to your new sheet if you want to. These steps are

optional.

Click Finish to run the query and display the results in a new sheet.



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To duplicate the current sheet as a table or crosstab:

From the Sheet menu, choose Duplicate as Table (or Duplicate as Crosstab).

In the Duplicate as Table/Crosstab dialog box, drag items to the positions you want in

the layout.

To create a page item, click on the Show Page Items box and drag one or more items

to the Page Items box.

For tables only: to display only unique rows, click on the Hide Duplicate Rows box.

You can also:

Click Select Items to select different items to display in the table/crosstab.

Click Conditions to add, delete, or edit conditions.

Click Sort to sort the columns of data.

Click Calculations to select add, delete, or edit calculations.

Click OK. Discoverer creates a new sheet in the table or crosstab layout.



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3

ANALYZING DATA

This section discusses Discoverer features that you can use that further enhance the data

retrieved by your queries. Topics discussed include:

Creating Report Parameters

Creating Totals & Subtotals

Creating Percentages

Using Exceptions

Drilling Through the Data

Creating Graphs



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ANALYZING DATA

Creating Report Parameters

Parameters can be used to control the results of a query when a report is opened, without having

to change the definition of the query. Parameters are similar to conditions in that they can place

limits on item values returned by a query. With a condition, the limits are specified in the

definition of the report. To change the query results, you have to change the definition of the

report. When a parameter is applied to a report, you are prompted for values each time the report

is opened, and each time data is refreshed in the open report. You therefore can change the

query results without having to edit the report definition. Parameters are useful if you are going

to share reports with multiple users.

Parameters can be applied in two ways, as a parameter on the report itself, or as part of a

condition. Parameterized conditions were discussed on page 2-11. This section will discuss

creating report parameters.

Navigation

Tools Parameters



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Creating report parameters:

From the Tools menu, click on Parameters. This will display the Parameters dialog box.

The Available Parameters box will display those parameters that are available for use in

this worksheet, and a check mark to the left of a parameter indicates that it is in use. You

can create, edit, and delete parameters from this box by clicking on the appropriate

buttons. You can also change the order that parameters appear onscreen during runtime

by clicking on Move Up or Move Down.

Click on New. The New Parameter dialog box will appear.

In the For Item box, select the item from the dropdown list of available items for which

you want to create a parameter.

Create a name for the new parameter in the Name box. This is the name that will appear

in the Available Parameters list.

Select an operator from the Create condition with operator dropdown list. The default

selection is the “=” operator. This is the most frequently used operator, as it will limit

item values to just those specified by the user at report runtime. The box to the left can be

checked on or off. Another useful parameter is “between”, which you would use if you

want to select a From Date and a To Date for a report

Create an instruction in the Prompt box. This is the prompt that will appear when the

parameter is executed at report runtime. It should be simple and explanatory.

Create a description for the parameter in the Description box. This is the description of the

parameter that appears with each parameter. This is a good place to indicate what kind of

response you expect from the user, such as number or range of values expected.

Check the Let users enter multiple values box if you want users to enter in more than one

value for this parameter (e.g., multiple cost centers).



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You can have default values appear when the parameter is executed, either to prompt the

user, or if the same values are usually selected each time the report is run. Select these

values from the Default Values dropdown list.

Click on OK to save the new parameter.

Click on OK to close the Parameters dialog box.



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ANALYZING DATA

Creating Totals & Subtotals

Totals can be placed nearly anywhere on a report and are invaluable for quickly analyzing data.

In a table, totals appear below the values of the output item. In a crosstab, totals can be

displayed below columns and to the right of rows.

Each total calculates only one function. If you want to combine subtotals and grand totals in the

report, you have to define separate totals for both functions. The benefit of this is that they can

be formatted differently and can utilize different functions (e.g. Sum vs. Count). You also need

to create separate subtotals for each column/item combination you want to subtotal.

Navigation

Tools Totals

Process Flow:

From the Tools menu, select Totals. The Totals dialog box will appear. The View Totals

For box will display those totals that are available for use in this worksheet, and a check

mark to the left of a total indicates that it is in use. You can create, edit, and delete totals

from this box by clicking on the appropriate buttons.

Click New. The Total dialog box will appear. As you create your total, you will see a

preview of its format under the Preview tab.



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Under the Calculate tab, select the type of total you want from the first dropdown list.

These are the functions you can use to produce report totals.

Under the Calculate tab, select the datapoint you want from the second dropdown list.

The items selected in the report are available.

Under the Placement tab, select the location where you want to place the total. If you

select Grand Total, the total will be placed at the bottom of the report. If you select

Subtotal at each change in, you can select which items to subtotal, and also control the

appearance of single row subtotals.

Under the Label tab, enter a label for the new total. You can select Generate Label

Automatically or create the label yourself with text and parameters from the dropdown

list. Click the dropdown arrow beside the Label box to see a list of available custom

labels. You can also format the label, by clicking the Format button and making your

changes in the Format Data dialog box.

Click OK to save the total and return to the Totals dialog box. The new total appears in

the list, with a check mark.

Click OK to display the total in the current sheet.



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ANALYZING DATA

Creating Percentages

A special type of calculation function in Discoverer is the percentage tool. This tool will

calculate specific percentages of subtotals and grand totals of the data. You select the data to use

as a criteria for establishing the total or subtotal, and the tool will calculate the percentage and

create a column on the report to display it.

Only numeric data can be used to calculate percentages. If no numeric data is included in the

worksheet, you will not be able to use the percentage tool. As with totals, each percentage

calculates only one function. If you want to create percentages for both subtotals and grand

totals, you have to define separate percentages for both functions.

Navigation

Tools Percentages

Creating a percentage:

From the Tools menu, select Percentages. The Percentages dialog box will appear. The

View Percentages For box will display the percentages that are available for use in this

worksheet, and a check mark to the left of a percentage indicates that it is in use. You can

create, edit, and delete percentages from this box by clicking on the appropriate buttons.



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Click New. The Percentage dialog box will appear.

Select the numeric item for which you want to calculate the percentage from the Calculate

percentages for dropdown list.

Under the Calculate as a percentage of tab, select the type of percentage you want to

calculate. The following options are available.

Grand Total will calculate the percentage as a portion of the grand total.

Each change in will calculate the percentage as a subtotal by category for the

selected item, which is selected from a list of items in the report.

A column heading is automatically created in the Column Heading box. You can type

directly in this box and create you own title. This is both the column heading and the

name of the percentage calculation. You can format the heading by clicking on the box to

the right of the Column Heading box.

You can control where and how the percentage is displayed in the report:

Click on Display subtotal and subtotal percentage to display the percentage for each

subtotal.

Click on Display subtotal’s percentage of grand total to display the subtotal’s

percentage of grand total.

The labels for each subtotal are named by default. You can modify these labels by either

typing directly in the label boxes, or by clicking on the dropdown arrow beside the Label

box for a list of available custom labels. You can also format the label, by clicking the

Format button and making your changes in the Format Data dialog box.



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ANALYZING DATA

Using Exceptions

An exceptions is a visual tool which can be used to format data values in a specific way when the

values fall inside or outside of a specific range. It should not be confused with a condition,

which actually removes data from the query results. Exceptions format data but do not exclude

data from appearing in the report.

Navigation

Format Exceptions

Creating an Exception:

From the Format menu, select Exceptions. The Exceptions dialog box will appear. The

View Exceptions For box will display the exceptions that are available for use in this

worksheet, and a check mark to the left of an exception indicates that it is in use. You can

create, edit, and delete exceptions from this box by clicking on the appropriate buttons.

Click New. The Exception dialog box will appear.

Under the When the following exception occurs tab, select the item for which you want to

create the exception from the first dropdown list. The available items are those that are

displayed in the current sheet.

In the second dropdown list, select the comparison that you want to make. This determine

the comparison that will be made against every value of the selected item .



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In the third dropdown list, select or enter the value against which you want to compare

each value of the selected item. This list will vary depending on the data type of the

selected item. For example, if the item is a code column, you will select a value from a

list. If the item is numeric or is a date, you will type in the value in the specified format.

Under the Display the format tab, use the options displayed to format how you want the

exception to appear. The Sample box will display a preview of the exception formatting.

Click OK to save the exception and return to the Exceptions dialog box. The name of the

exception will automatically be generated by your selections.

Click OK to display the exception in the current sheet.



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ANALYZING DATA

Drilling Through the Data

Drilling through data is the ability to view data in a report at greater or less levels of detail. As

you view a report, if you want to see more detailed information, you drill down into lower levels

of data. Conversely, if you want to view summarized information, you can drill up to higher

levels of data. As you drill through data, you can either add to the data currently on your report,

or you can replace the current data with the higher or lower levels of data.

A drill path is the set of related items through which you can drill up or down. Drill paths are

defined by the Discoverer Administrator

Drill through data in a report:

You can drill up or down on an item in a report if it has a triangle in the column heading

next to the item name. In the example above, all of the columns except for the numeric

measure are available for drilling.

Place your cursor over the triangle. When you do, it becomes a magnifying glass. Right

click on the triangle. A popup list will display the available items that you can drill up or

down into.

Click on the desired drill level. Discoverer will add a column and refresh the report.

Drill from the menu:



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Drilling down from the menus offers you more options than drilling inside the report.

Click on the Sheet menu. Click on Drill. The Drill dialog box will appear. If Drill is

greyed out, then you do not have any items in your report that can be drilled on.

Under the What type of drill do you want to do? tab, select the type of drill you want to

perform.

Drill Up/Down: drill to a higher or lower level of detail from the ‘drilling from’ item

(selected in the next tab).

Drill to a Related Item: drill to an item that is either part of the same source folder or

in a related folder, but is not currently in the query.

Drill to Detail in another Sheet: create a new sheet in the workbook, containing the

detail of the selected item.

Under the Where do you want to drill from? tab, select the item that you want to drill on.

The available items are those that are visible on the worksheet.

Under the What do you want to drill to? tab, select the level of detail that you want to drill

into. The choices available are dependent on the type of drill you are doing:

Drill Up/Down: select from a list of items in the drill path.

Drill to a Related Item: select from a list of related items.

Drill to Detail in another Sheet: a default option is selected.



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Once you have selected the type of drill to run, you can use the Drill Options dialog box to

customize the results of the drill. The options are as follows:

Where drilling to a new item tab: options are available based on the type of drill you

selected. Select Expanded to include new item to add the detail data underneath the

drill item. Select Replace with new item to replace the drill item with the detail item

(this is the only option when drilling up).

Place drill results in tab: select whether to place the drill results in the current sheet,

or place the results in a new sheet within the same workbook.

Display results as tab: if you selected to place the results in a new sheet, you can

select whether to display the results as a table or a crosstab.

Before query is run tab: check the Let me modify query before processing box if

you want to perform additional layout modifications. After you click OK, the Edit

Sheet Wizard will be displayed.

Click OK to after you have set your drill options.

Click OK to perform the drill.



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ANALYZING DATA

Creating Graphs

Once you have created your reports, you may want to display your results in a graph. The

process of creating a graph from a report is made simple with the Graph Wizard. There are four

steps in the wizard. Once a graph is displayed for the current sheet, you can hide or display it by

toggling Show/Hide in the Graph menu.

Because a graph reflects all data in the current sheet, you might want to reduce the amount of

data displayed in the sheet to make the graph easier to read. You can do this by removing items

and totals from the query or by creating page items.

Navigation

Graph Edit Graph

Creating a graph for the current worksheet:

Click on the Graph menu. Click on Edit Graph. The Graph Wizard will appear. Follow

the steps to create and format the graph for the current sheet.

In Step 1, select the graph type.

In Step 2, select how the graph type should be formatted (e.g. 2D or 3D).



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In Step 3, indicate how the titles of the graph, axes, and legend should appear. You can

format all of the labels in this step.

In Step 4, indicate the scale for the Y-axis, whether gridlines should be displayed, and

whether to graph the data series by columns or rows. Most tabular reports should be

graphed by column.

Click on Finish to display the graph. The graph will be displayed in a window on top of

the worksheet.

You can modify the graph either from the buttons on the graph window, or by clicking the

various options in the Graph menu. The items in the Graph menu are available only when the

graph is displayed, except for the Edit Graph option. If you click on this item, you will re-

enter the Graph Wizard.



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4

MANAGING WORKBOOKS

In addition to the functions that allow you to create queries and reports, there are several

functions that help you manage worksheets and workbooks. The topics in this section include:

Exporting Workbook Data

Saving and Sending Workbooks

Printing Worksheets

Sharing Workbooks with other Users

Setting Workbooks Properties

Deleting Workbooks



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MANAGING WORKBOOKS

Exporting Workbook Data

Discoverer allows you to move data out of the application in several different ways. This allows

you to share your data with people who may not even have the Discoverer application on their

desktops.

Navigation

File Export

To export to a file:

Click on the File menu. Click on Export. The Export dialog box will appear.

Under the What do you want to export? tab, select the type of export you want to perform:

Current Sheet: exports only the current worksheet.

All Sheets: exports all sheets in the workbook.

Selection: exports a selected portion of the current worksheet. You can also use the

Edit—Copy and Edit—Paste menu items to copy and paste selections into other

applications (e.g. Excel, Word).

Graph: exports the current graph.



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Under the What export format do you want? tab, select the export file type you want to

use.

Under the Where do you want to save the file? tab, type in a file name or use the Browse

button to select the location of the export file.

Click on Finish to export the data.



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MANAGING WORKBOOKS

Saving and Sending Workbooks

You can save a workbook either in your database account or on your computer. If you save a

workbook to your computer, you cannot share it with anyone else.

If you want to both save the workbook to your computer, and share the contents with someone

else, you can save the workbook and attach the workbook file (.DIS) to an email. The .DIS file

will be located in your Discoverer working directory on your computer. You should verify that

the recipient has access to the views contained in your report.

Navigation

File Save

Saving a file:

Click on the File menu. Click on Save. The Save Workbook dialog box will appear.

Specify where you want to save the report, either to your computer, or to the database.

Click OK to save the file.



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MANAGING WORKBOOKS

Printing Worksheets

Printing worksheets and workbooks in Discoverer works is simple – the printed report will print

as it appears on the screen. You can print one sheet or the entire workbook.

Navigation: Page Setup

File Page Setup

Formatting for Printing:

Click on the File menu. Click on Page Setup. The Page Setup dialog box will appear.

On the Sheet tab:

In the Print What box, specify whether you want to print the current sheet, all sheets

in the workbook, or the current graph. If the current sheet includes a page item, you

can print a separate set of data for every page item value by checking the All

Page/Detail Combinations box.

In the Page Order box, specify whether to print a worksheet that will not fit on a

single page in one of the two formats listed.

In the Orientation box, check Portrait or Landscape.

In the Scale box, enter a scaling factor if your printer supports scaling.



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On the Headers tab:

If you want to use an existing header for this report, select the header from the

Available Headers box.

The Line Width box allows you to create a line that will print under the header.

Enter your header in the Left Section, Center Section, and Right Section. Use the

Insert dropdown list to insert a parameter (e.g. workbook name, item name) into the

header. Use the Font button to modify the font settings of the header.

Click on the Preview button to preview your report, and click OK to set the headers.

Use the Footers tab to set up a footer for your report in the same way as headers.

Use the Margins tab to set the Top, Bottom, Left and Right margins, to set the edge

margin for the header and/or footer, and to center the report on the printed page.

Click on the Preview button to preview your report, and click OK to close the dialog box.

Navigation: Print

File Print

Printing the Worksheet/Workbook:

Click on the File menu. Click on Print. The Print dialog box will appear. All typical

printing controls are available. You can also override the Print What settings from the

Page Setup dialog box, and change the printer properties.



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Click on OK to print your report.



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MANAGING WORKBOOKS

Sharing Workbooks with other Users

You can share workbooks with one or several users, and you can choose among groups of users

such as ‘Public’ or ‘Private’. If you select ‘Public’, you allow any user to see your workbook.

Users can only run a report that is shared to them if they have access to that particular role or

business area, such as the General Ledger.

Navigation

File Manage Workbooks Sharing

Process Flow:

Click on the File menu. Click on Manage Workbooks. Click on Sharing. The Share

Workbooks dialog box will appear.

You can define workbook sharing in one of two directions. Select the appropriate tab:

Click Workbook > User to pick a workbook to share with specific users.



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Select the workbook from the Workbook dropdown list. Only those workbooks

you’ve created will be in this list.

Highlight the users you want to share with, and click Add. This will move the

user’s name from the Available box to the Shared box.

To remove a user’s permission to see the workbook, highlight that user’s name in

the Shared box and click Delete.

Click OK to save the permissions.

Click User > Workbook to pick a user to view specific workbooks.

Select a user name from the User dropdown list.

Highlight the workbooks you want to share, and click Add. This will move the

workbooks from the Available box to the Shared box.

To remove a user’s permission to see a specific workbook, highlight the

workbook in the Shared box and click Delete.

Click OK to save the permissions.



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MANAGING WORKBOOKS

Setting Workbook Properties

The file properties of the active workbook tell you the name and owner of the workbook, the date

created and revised, and also gives you a place to put a description of the workbook.

Navigation

File Manage Workbook Properties

Create a workbook description:

Click on the File menu. Click on Manage Workbooks. Click on Properties. The

Workbook Properties dialog box will appear.

Enter a description in the Description box.

Click OK to save the description.



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MANAGING WORKBOOKS

Deleting Workbooks

The final task in the “Manage Workbooks” menu is deleting a workbook. You cannot delete any

workbooks of which you are not the owner. You also cannot delete any workbooks saved to

your hard drive. To manually delete reports, you can delete the .DIS file for that report from

your Discoverer working directory.

Navigation

File Manage Workbook Delete

Process Flow:

Click on the File menu. Click on Manage Workbooks. Click on Delete. The Delete

Workbook from Database dialog box will appear.

Select the workbooks that you want to delete.

Click Delete to delete the workbooks.



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5

OPENING EXISTING REPORTS

This section demonstrates how to log into Discoverer and use the Report Wizard to open up an

existing report. It also discusses the Parameters function of reports, and the relationships of

workbooks and sheets within a workbook. The topics for discussion are:

Logging Into Discoverer


Using Parameters

Using Sheets and Workbooks



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The Workbook Wizard guides you through the steps required to locate and open an existing

report.

Process Flow:

When you are first starting up Discoverer, you will come to this screen naturally; to open a

report during your Discoverer session, choose the File menu, then choose Open. The Open

Workbook dialog box will appear.

Click one of the following to locate the workbook you want to open:

My Computer – displays workbooks saved on your hard drive.

Database – displays workbooks saved in the database to which you are connected.

Scheduling Manager – displays workbooks you have scheduled to run automatically

and any results from scheduled workbooks that have already run. This functionality

is currently not available.

Most Recently Used – displays a list of the workbooks you have recently opened.

Click on the Open button. If you selected ‘Database’, an Open Workbook from Database

dialog box will appear. Highlight the workbook you wish to open, then click Open.



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A confirmation dialog box will appear if you select a workbook that was created by

another user. As most reports have been created by the ‘rptmgr@prd’ account, you should

proceed by clicking on the “Open the workbook in the current database account” radio

button, and click OK.

Note: Although most workbooks were created from one account, users can create and share

reports from their own account. This topic is discussed in the next section.

The above dialog box will appear. This box is used to determine whether Discoverer should

run the query for the first sheet when the report is opened, or to open the sheet empty without

running the query. For most standard reports, in which the query does not change, you

should click on Yes to retrieve the data and open the report. If you wanted to change the

query, clicking on No would allow you to access the report menus without taking the time to

run the query. This is especially useful if the query takes substantial time to run.



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Using Parameters

Discoverer uses parameters to filter data returned by the query, allowing users to build reports

that are very specific in nature. This section will discuss opening existing reports that have

parameters already applied; creating parameters in new reports has been discussed in Section 3.

Process Flow:

If you are opening a workbook that has a parameter applied to the first sheet, the above

Parameter Wizard will appear. Parameters can differ in how they operate, but all will

require input from the user. In this example, the parameter is based on shipment date.

The description indicated the date required from the user.

Type in the date in the input box. Use the format specified. A default date is usually

supplied in the input box.

Click on Finish.

Note: As the use of parameters is flexible, this step could change based on the number and

type of parameters applied to the report.



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Using Sheets and Workbooks

Oracle Discoverer displays the results of a query in a workbook, on a tabbed page called a

sheet. You use the Workbook Wizard, which appears whenever you start Oracle Discoverer, to

specify the criteria for your query. Oracle Discoverer then retrieves the information from the

database and displays the results in a workbook on a specific sheet.

Notes on workbooks and sheets:

A workbook can contain more than one sheet.

The results of your query can appear in a sheet in one of two ways:

as a table, a layout that arranges items in columns; used to display all information

that fits the query criteria

as a crosstab, a layout that arranges items in a matrix of rows and columns; used to

display summary information and show how one item relates to another



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6

DISCOVERER MENU ITEMS

This section defines the menu functions in Discoverer. Some key concepts are defined, however

detailed instructions on how to use the menu tools are discussed in the next class session. The

Edit and Window menus are not covered in this section, as they function similarly to other

Windows applications and do not contain any key Discoverer functional commands.

The menus covered in this section are:

Sheet Menu

Format Menu

Tools Menu

Graph Menu

View Menu

File Menu



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Sheet Menu

The Sheet menu contains functions that affect individual sheets. These functions include

creating and duplicating sheets within a workbook, changing the title of the sheet and report,

refreshing data by executing the sheet query, and counting the number of rows returned by the

query.

Menu Items:

New Sheet - Displays the New Sheet Wizard. Use this wizard to create a new sheet in the

current workbook.

Edit Sheet – Displays the Edit Sheet dialog box. Use this dialog box to edit the Selected

Items, the Table Layout, and the Sort the current sheet in the workbook. This dialog box

also allows you to modify the Conditions and Calculations selected for this sheet, however

modifications made to these items could affect other sheets and workbooks. You should

generally create all Conditions and Calculations you will need for the entire workbook,

and select or deselect them as appropriate for the sheet.



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Duplicate as Table - Displays the Duplicate as Table dialog box. Use this dialog box to

duplicate the current sheet as a table.

Duplicate as Crosstab - Displays the Duplicate as Crosstab dialog box. Use this dialog box

to duplicate the current sheet as a crosstab.

Rename Sheet - Displays the Rename Sheet dialog box. Use this dialog box to rename the

current sheet.

Delete Sheet – Deletes the current sheet from the workbook, unless it is the only sheet in the

workbook. A workbook must contain at least one sheet.

Edit Title - Displays the Title dialog box. Use this dialog box to change the title of the current

sheet.

Drill - Displays the Drill dialog box. Use this dialog box to expand a query to include related

information.

Collapse – Removes the items under a selected item by rerunning the query with the modified

item selection.

Edit Parameters - Displays the Parameter Wizard. You can modify the parameters applied to

this sheet.

Refresh Sheet – Runs the query for the current worksheet. The displayed data is updated

with current data from the database.

Retrieve All Rows – Displays all rows in a table-formatted sheet. Overrides settings

specified in the “Options” menu for incremental return of rows (e.g. 1000 rows at a time).

This command should be used when you want to print the entire row set returned by the

query; otherwise, only the current rows retreived will be printed.

Count All Rows – Counts all rows in a table-formatted sheet.



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Format Menu

The Format Menu options allow you to modify the appearance of the data in the sheet.

Functions include formatting cells, columns, and the sheet itself.

Menu Items:

Data - Displays the Format Data dialog box. Use this dialog box to format data in the cells.

Headings - Displays the Format Headings dialog box. Use this dialog box to format item

headings.

Exceptions - Displays the Exceptions dialog box. Use this dialog box to highlight data that

meets certain criteria by formatting it differently from the data around it (e.g. use red-

yellow-green to highlight thresholds).

Column – Width - Displays the Column Width dialog box. Use this dialog box to specify an

exact width for a selected column in the current sheet.

Column – Auto Size – Sizes the column for a selected item so that the heading and all data

are visible.



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Sheet – Title - Displays the Format Title dialog box. Use this dialog box to format a sheet’s

title if you specified one in the “Options” menu.

Sheet – Set Background - Displays the Open dialog box enabling you to specify a bitmap

file to be used as the background of the cells for the current sheet.

Sheet – Clear Background – Removes any bitmap specified for the background of the

current sheet.



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Tools Menu

The tools menu contains the functions you use to create and modify the query that populates the

data in the sheet. These functions include creating conditions, sorts, totals, percentages, and

calculations, applying parameters to the sheet, and setting query optimization options.

Menu Items:

Conditions – Displays the Conditions dialog box. Use this dialog box to refine the current

query using conditions, which are criteria used for filtering data displayed in the sheet.

Sort – Displays either the Sort Table dialog box or the Sort Crosstab dialog box (depending

on the layout of the current sheet). Use these dialog boxes to specify how data in the

current sheet should be ordered.

Totals – Displays the Totals dialog box. Use this dialog box to summarize data in the current

sheet.



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Percentages – Displays the Percentage dialog box. Use this dialog box to view and edit

percentages you have created in the current worksheet. To create a new percentage, select

this command and click New in the Percentage dialog box.

Calculations – Displays the Calculations dialog box. Use this dialog box to perform

mathmatical operations on selected items.

Parameters – Displays the Parameters dialog box. Use this dialog box to create and edit

parameters applied to the current sheet.

Options – Displays the Options dialog box. Use this dialog box to specify how queries should

be run, how sheets should look, default formatting, and other system preferences:

General – Specify which executables should be used to open files extension types;

specify how workbooks should be opened; specify wizard graphics.

Query Governor – Optimizes the performance of the query when retrieving data,

and specifies the use of summary data. The default setting for the Retrieve data

incrementally in groups of box is 100 rows; it is recommended that you change this

setting to 2500 for the current production environment.

Table/Crosstab – Sets default layout formats for tables and crosstab sheets in the

workbook, and sets a default title for the sheet.

Formats – Specifies the default formats for data, headings, sheet titles, totals, and

exceptions, and specifies formats for NULL values.



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Cache – Manages the data retrieved and stored in the client-side cache. Settings

include the size of the disk and memory cache, the cache location, and triggers to

clear the cache.

Advanced – Specifies settings for three advanced features of Discoverer’s querying

capabilities:

Automatic Querying – determines whether Discoverer refreshes data from the

database each time the report is modified. If the query is lengthy, users may

benefit from disabling this function, and manually refreshing the sheet after the

report has been modified.

Fan-Trap Detection – specifies if you are allowed to join more than two folders

together, in which detail data is related to a single master folder. The default

setting is to not disable the detection, however most of the reports require the

selection of items from multiple folders. If this box is unchecked (the default

setting), you will receive an error message when you try to run the report:



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Multiple Join Path Detection – when this function is not disabled, it allows

Discoverer to confirm queries in which certain items can be joined in more than

one way.

EUL – Sets the default End User Layer accessed by the user.



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Graph Menu

Most sheets can be represented graphically in Discoverer, using the Graph Wizard to initially

create the graph, and using the menu options to further modify the graph to a finished format.

Most of the following commands are available from a pop-up menu available when you click the

right mouse button over the graphical window.

Menu Items:

New Graph – Opens the New Graph Wizard which allows you to create and format a graph

of the currently displayed data.

Show – Displays the current sheet as a graph. This is a toggle command; to hide the current

sheet, chose Graph|Hide.

Print – Prints the currently displayed graph to the default printer.

Copy to Clipboard – Copies the currently displayed graph to the Windows clipboard. This

option is only available when a graph is displayed.

Legend – Displays the legend for the currently displayed graph. This is a toggle command.



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X Labels – Displays the labels for the currently displayed graph. This is a toggle command.

Toolbar – Displays the toolbar for the currently displayed graph. This is a toggle command.

Status Bar – Displays the status bar for the currently displayed graph. This is a toggle

command.

Scale – Displays the Scale and Numbers dialog box. Scale values are calculated by default,

however these values can be modified, as well as the scale unit and number of decimal

values displayed.

3D View – Displays the 3D View Properties dialog box. Use this dialog box to manipulate

the three-dimensional view of a graph.



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View Menu

The View menu allows you to toggle toolbars on and off your screen, and also controls the

display of the Item Clipboard and SQL Inspector windows.

Menu Items:

Toolbar – Displays or hides the main Discoverer toolbar. This toolbar provides alternate

access to functions and commands found throughout the Discoverer menus.

Formatting Bar – Displays or hides the Formatting toolbar. This toolbar provides access to

many of the functions found in the Format menus.

Analysis Bar – Displays or hides the Analysis toolbar. This toolbar provides access to

calculation functions, condition functions, and summarization functions.

Status Bar – Displays or hides the Status bar at the bottom of the Discoverer window. The

status bar provides brief information about the current action or the active window.



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Page Items – Displays or hides the Page Items for the current sheet. The Page Items are

displayed at the top of the current worksheet. If the current worksheet has no Page Items,

this option is not available.

Item Clipboard – Displays the Item Clipboard, which displays any copied items. You can

drag items to and from the Item Clipboard and the current sheet.

SQL Inspector – Displays the SQL Inspector dialog box showing the most recent SQL

commands for the current sheet. Although you cannot modify any of the information in

the SQL Inspector dialog box you can copy the code to the clipboard and paste it into a

new sheet to form a new query. You can also export the SQL code to a file. Exporting

data is discussed in the next session.



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File Menu

The File menu contains common Windows functions, such as saving and printing, and also

contains several working session management commands.

Menu Items:

New – Opens the Workbook Wizard. Use this wizard to create a new workbook.

Open – Displays the Open Workbook dialog box. Use this dialog box to open an existing

workbook.

Close – Closes the current workbook. Discoverer prompts you to save changes to the

workbook.

Save – Saves the current workbook.

Save As – Displays the Save Workbook dialog box. Use this dialog box to save the current

workbook under a new name or location.



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Schedule – Opens the Schedule Workbooks Wizard. Use this wizard to schedule your

workbook (or individual sheets) to run at a later time.

Page Setup – Displays the Page Setup dialog box. Use this dialog box to format the current

workbook for printing.

Print Preview – Displays the current workbook in print preview form, showing how will

look when printed.

Print – Displays the Print dialog box enabling you to print all or part of a workbook.

Send – Opens the Prepare Mail dialog box where you can mail a workbook, worksheet, or

part of a worksheet as an attachment or in the message text.

Import SQL – Displays the Open dialog box, enabling you to open a .SQL file. Upon

opening, Discoverer runs the query and creates a new workbook.

Export – Displays the Export dialog box. Use this dialog box to save all or part of the data in

a workbook to a file. Several file types are available, including Excel spreadsheets, Word

documents, and Express databases.



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Manage Workbooks – Displays four possible commands:

Scheduling Manager – Opens the Scheduling Manager, where you can view and edit

scheduled workbooks.

Sharing – Displays the Share Workbooks dialog box. Use this dialog box to give

other users permission to use workbooks you create.

Delete – Displays the Delete Workbooks from Database dialog box. You can delete

multiple workbooks at one time.

Properties – Displays the File Properties dialog box showing the properties of the

current workbook.

Connect to Database – Displays the Connect to Oracle Discoverer dialog box. Use this

dialog box to open a connection to a different database account. Discoverer prompts you

to close any open workbooks before closing the current database connection.

Exit – Closes Discoverer and prompts you to save changes to any open workbooks.



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Help Menu

There are several functions available to you when you need help in using Discoverer. The

primary means available is the Help menu within Discoverer. This menu contains items that will

not only provide indexed help for specific topics, but also points to tutorials and documentation.

Menu Items:

Help Topics - Displays the Discoverer Help contents. All menus, commands, terminology,

and functionality is described briefly.

Using Help - Displays the Using Help window. This window will instruct you on using the

help menu.



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Quick Tour - Displays the Discoverer Quick Tour. This is a browser-based guided tour that

animates key functionality yet allows you to control the pace and navigation. You can

back up or go forward at any time, and you can print pages for future reference.

Cue Cards - Displays the Discoverer Cue Cards. These are pop-up windows that provide

step-by-step instructions for common tasks, such as creating conditions and totals.

Manuals - Displays the Oracle Information Navigator, showing available online manuals.

These are displayed in the browser and contain the same content as the bound user guide.

About Discoverer - Displays the About Discoverer window. This window displays useful

information about your current working environment, such as your available memory and

disk space, and also the Discoverer version and current user login ID.



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