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Oracle Discoverer Desktop 4i Oracle Discoverer A presentation by Jayashree Satapathy Krishna Mohan.

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Oracle Discoverer Desktop 4i Oracle Discoverer A presentation by Jayashree Satapathy Krishna Mohan Slide 2 Introduction Oracle Discoverer Desktop/Plus is a data access tool. You use it to view the information in your companys databases. The whole purpose of Discoverer is to help youthe business professionalview the data you want from a database, analyze it to support your business decisions, and create reports to keep track of things. What is Discoverer Desktop Slide 3 How Discoverer Desktop Works We use it to view the information in your companys databases. The whole purpose of Discoverer is to help you the business professionalview the data you want from a database, analyze it to support your business decisions, and create reports to keep track of things. View data in a familiar format that is easy to read and understand. Prepare reports of your analytical results and findings. Share data with others, and in other applications (such as Excel). Slide 4 The Discoverer Method of Data Access Your companys Database Administrator identifies all the data needed by separate business areas accounting, human resources, sales, manufacturing, projects, finance, and so forth. The Database Administrator then organizes the data for each business area. Workbooks in the business areas contain the specific data needed for your various analysis tasks. Slide 5 Connections can be made in two modes Normal Mode Apps Mode Connectivity Slide 6 What You See on the Screen Workbook Window : The workbook window is where you will do most of your work with Discoverer Desktop. It shows the data in the workbook. Four Types of Display (Layout) Table Page-Detail Table Crosstab Page-Detail Crosstab Slide 7 Layout Details Table Layout The most familiar layout for data, a table, lists data in rows and columns. Typical data for tables includes lists, such as a mailing list of customers sorted by zip code or customer name, lists of income or profit from various departments, lists of products sorted by part number or part name, and so on. Slide 8 Layout Details --- Contd Table Layout with Page Details A table layout with page details is a table with multiple pages of data, where each page shows various portions of the data in detail. You set the criteria for displaying portions of data in order to see exactly what you want on each page. Usually you use this type of layout to study data details in a specific, recurring way. For example, in the Video Store data you may always want to see monthly profits per region. In that case, each page would show one regions profits each month. Slide 9 Layout Details --Contd Crosstab Layout A crosstab, short for cross-tabulation, relates two different sets of data and summarizes their interrelationship in terms of a third set of data. Every crosstab has at least three dimensions of datarows, columns, and data points. In Discoverer, crosstabs can show the interrelationships between many dimensions of data on the various axes. A crosstab layout has three axes: side axis, Because each axis can hold several data items, a crosstab can display many dimensions of data. Slide 10 Layout Details --Contd Page Detail Crosstab Layout A page detail crosstab layout is a crosstab with multiple pages of data, so you can group the data on separate pages. You set the criteria for displaying portions of data in order to see exactly what you want on each page, Slide 11 Layout Details --- Contd Crosstab Layout with Page Items (a) Page Axis. In this sample it contains a single data item--Department. (b) Top Axis. This top axis contains two data items--Year and Profit. (c ) Side Axis. This side axis also contains two data items--Region and City. Slide 12 Layout Details --- Contd Axis Items The page axis, top axis, and left axis on the workbook window represent the data in your database that have a relatively few, discrete values associated with them. Axis items represent data that you can pivot on a crosstab worksheet or that can be column headings on a table When creating a new worksheet, you identify the data that become axis items. Data Points The data points of a table or crosstab are the data in the "body" of the worksheet. Data points are the data that you want to use for analysis purposes or to see listed on a table. Slide 13 Workbook & Worksheet Think of a workbook as a binder file with specific data for specific tasks. The workbook has pages, or worksheets, that contain data for the specific tasks. For example, if the workbook is for sales and profit data, one worksheet in it might be a table listing your profit for sales versus rentals. Another worksheet might be a comparison of your profit over the last two years by sales region. To simulate with Excel, Excel file is Workbook and Sheets in the excel file are Worksheets Slide 14 Building Workbook/Worksheet The basic steps to create a new workbook or worksheet are as follows: Navigation File > New Required Steps Select the type of display for the new worksheet or workbook. Select the data that belongs on the worksheet or in the workbook. Optional Steps Arrange the data on a table or crosstab layout. Sort the data (for tables only). Select conditions to apply to the data. Select calculations to apply to the data. Slide 15 Open an existing Workbook Open an existing workbook will prompt you to open from My Computer Database Scheduling Manager Recently Used List Building Workbook/Worksheet -- Contd Slide 16 Selecting The Data This dialog box lists the data in the business area that you can use to build the new worksheet. To include data on the new worksheet, you move it from the Available column to the Selected column. Select relevant columns from the table for sample report Building Workbook/Worksheet -- Contd Slide 17 Aggregations Mathematical functions to aggregate the data Text Items- Such as Customer Name, the typical aggregations are Count, Max, and Min. That is, you can count the number of text items, or find the highest or lowest (where A might be the highest and Z the lowest). Numeric Data- The typical aggregations are Sum, Count, Max, Min, Average, and Detail. For example, you can find the Sum or Average of the numeric data with the aggregation. The aggregation in boldface type is the default. The database administrator sets which aggregation is the default. Building Workbook/Worksheet -- Contd Slide 18 Arranging Layouts To change the layout of items in your worksheet click and drag them to the desired location. Building Workbook/Worksheet -- Contd Slide 19 Conditions Press button New to add conditions. Our sample report does not have any conditions. Building Workbook/Worksheet -- Contd Slide 20 Data Sorting- Tabular Layout Specifies how data in the current table should be ordered. This step only applies to tables. Apply sorting type in the sample report for tabular layout Building Workbook/Worksheet -- Contd Slide 21 Calculation Calculations defined for the items added to the Selected list appear in the final dialog box. You can select the calculations as part of the new worksheet or workbook, or create new calculations. Building Workbook/Worksheet -- Contd Slide 22 Calculation- Contd.. Used to define a new calculation or edit an existing calculation. Use this window to create or edit Items using EUL elements, Functions, and Operators. Calculate total price in Sample Report Building Workbook/Worksheet -- Contd Slide 23 Workbook Window a) Tool Bar b) Analysis Bar c) Formatting Bar d) Page Axis e) Top Axis f) Left Axis g) Data Points h) Worksheet Tabs i) Tab Scroll Buttons j) Page Scroll Bar (Horizontal) k) Page Scroll Bar (Vertical) Workbook Window Slide 24 Workbook Window- Contd. a. Tool Bar- To use Discoverers features quickly, for example, opening a new workbook, editing a worksheet, drilling data, or sorting data. b. Analysis Bar- To analyze data quickly, such as adding two sums together or finding the maximum value in a column. c. Formatting Bar- To format a selected item quickly, such as aligning text in a column or changing the font and background color of a column. d. Page Axis, e. Top Axis, f. Left Axis- Represent the data in your database that have a relatively few, discrete values associated with them. g. Data Points- Data in the body of the worksheet. Data points are the data that you want to use for analysis purposes or to see listed on a table. h. Worksheet Tabs Click to open or view the various worksheets in the workbook. You can rename these tabs. i. Tab Scroll Buttons j. Page Scroll Bar (Horizontal) Slide 25 Workbook Window- Contd. i. Tab Scroll Buttons- Click to scroll through the worksheet tabs in the workbook j.k. Page Scroll Bar- If the worksheet is larger than the screen, it extends off the edges of the screen. Click the scroll bars to see the rest of the worksheet. Slide 26 Edit Title- Text Use this step to Format Worksheet title text a- Text style and alignment options. b- Text color and background color icons. Right Click> Edit Title Slide 27 Edit Title- Bitmap Use this step to Format Worksheet title Bitmap Right Click> Edit Title Slide 28 Grouping Group by Org_id Drag the item to be grouped and place it at the page items Slide 29 Bars to Numeric Data Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed. Example in screen print: Larger the Ordered quantity, the larger the graphic bar Slide 30 Adding Bars to Numeric Data Clicking Show Graphic Bars displays a bar indicating each cells percentage of the total value for that column. Setup in this window also specifies how numbers should be displayed. Depending on the category you choose Format > Data Slide 31 Presenting Data in Graphs Discoverer Plus can convert tables and crosstabs to graphs or charts Graphs and charts of tables and crosstabs are especially effective for presentations of results Slide 32 Graphs- Types Select the type of graph you want to display your data. An example of the graph type you have selected is displayed at the left. Graph> Show Slide 33 Graphs- Titles and Legends To add titles to the graph, enter them in the appropriate boxes. To add a legend to the graph, click Show Legend. To format the axes labels, click the formatting button next to each feature to see the Font dialog box for that element. Graph> Show Slide 34 Running Discoverer Workbook Use this step to Format Worksheet title Bitmap Right Click> Edit Title Slide 35 Group by org_id Grouping Group by Org_id Drag the item to be grouped and place it at the page items Slide 36 Bars to Numeric Data Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed. Example in screen print: Larger the Ordered quantity, the larger the graphic bar Slide 37 Adding Bars to Numeric Data Clicking Show Graphic Bars displays a bar indicating each cells percentage of the total value for that column. Setup in this window also specifies how numbers should be displayed. Depending on the category you choose Format > Data Slide 38 Presenting Data in Graphs Discoverer Plus can convert tables and crosstabs to graphs or charts Graphs and charts of tables and crosstabs are especially effective for presentations of results Slide 39 Graphs- Types Graph> Show Select the type of graph you want to display your data. An example of the graph type you have selected is displayed at the left. Slide 40 Graphs- Titles and Legends Graph> Show To add titles to the graph, enter them in the appropriate boxes. To add a legend to the graph, click Show Legend. To format the axes labels, click the formatting button next to each feature to see the Font dialog box for that element. Slide 41 Graphs- Options Graph> Show Compare the options shown in the figure Slide 42 Exception to Data Right Click on Cell A typical analysis task is to find numerical data that meets or exceeds a particular amount In sample report, diff_order_ship_qty greater than 0 are highlighted as exception Slide 43 Totaling Numeric Data Using the Totals tool you can sum rows and columns of numbers, find averages and standard deviation, compute subtotals and Grand Totals, and so on. Sample report shows freight terms code sub total and grand total for all data points Slide 44 Totaling Numeric Data Tools > Totals Totals tool automatically places the summations at the appropriate positions on the display. The dialog box is used Used to apply totals to selected item(s). Slide 45 Totaling Numeric Data- contd.. Tools > Totals > Edit Create a total for the data you choose and place it in the worksheet Slide 46 Percentages A typical data analysis task is to calculate Item percentages. In sample report, refer % of ordered quantity against total quantity in the screen shot. Due to rounding of data, percentages may not add up exactly to 100. The amount of rounding depends on the number of decimal places that you specify for data. Use the Format Data dialog box to set the number of decimal places for your data. Slide 47 Percentages -- Contd Tools > Percentages This dialog displays a list of Percentages that you have available for use in your Worksheets. The Percentages displayed in the list are dependent on the Item display option selected From here, you can also manage your Percentages, by adding, editing, and deleting them. Slide 48 Tools > Percentages This dialog displays a list of various options of the percentage calculation Percentages -- Contd Slide 49 Sending Reports with e-mail File > Send You can send worksheets, graphs, and selections of a table or crosstab as part of an e-mail message. You can send all or part of your workbook in an email. Slide 50 Exporting to other Application File > Export You can export tables and crosstabs in a variety of formats to open them in other applications. Slide 51 Scheduling Manager File> Manage Workbooks> Scheduling With the Scheduling Manager you can see the results of a scheduled report, schedule a new report, reschedule a report, or edit a reports schedule. a.Discoverer reports scheduled to run. The clock icon indicates that the reports are scheduled to run at the time specified by Date and Time. b. Completed Discoverer report ready to open. Slide 52 Schedule Workbook File> Manage Workbooks> Scheduling The Schedule Wizard lets you schedule a workbook (or part of a workbook) to run at a later time. This is helpful if your query is going to take a long time Scheduling a workbook to run later allows you to keep working now and get your data later without even being at your computer. You can even have the same workbook run on a regular basis so you can update the data on a regular basis without doing any additional work. Slide 53 Sharing Workbook File> Manage Workbooks> Sharing Sharing a workbook grants other people access to it to view, analyze, and print the data. You can share workbooks with other people by setting up sharing two ways: Assign a group of people who can share one of your workbooks. Assign one or more workbooks that one other person can share with you. Slide 54 Retrieving/Count All Rows Rows for tables are fetched from the database incrementally in groups. The number of rows in each group is specified in the Options dialog box based on the value set in the option Retrieve data incrementally in groups of. Click the Query Governor tab on the Options dialog box to see that option (Sheet> Edit Sheet> Options) To override that setting you can retrieve all the rows at once instead of incrementally (Sheet > Retrieve All Rows). ****Retrieving all rows applies only to tabular style reports. To count the number of rows (Sheet > Count All Rows), A message will display the total number of rows. Slide 55 Refreshing the Worksheet Refreshing a worksheet re-queries the database and displays the worksheets data based on any new data. A primary use of refreshing a worksheet is when youre using Discoverer in conjunction with real-time data. To refresh a worksheet (Sheet > Refresh Sheet) Slide 56 Parameters Parameters are placeholders used instead of specific values in the definition of a condition. Parameters offer choices of condition value at the time the data loads. When you open the workbook, you will be prompted to enter a value and the results you receive will be specific to that value. Slide 57 Creating Parameters Parameters dialog box enables you to define Parameters, which are placeholders used instead of specific values in the definition of a condition. You can create Parameters at two levels: 1. Workbook level - Here, the Parameter applies to all worksheets in your workbook. 2. Worksheet level - Here, the Parameter applies to the current worksheet only. Tools> Parameters Slide 58 Creating Parameters- contd.. Parameters are activated when used in an active condition. If you check the option Create condition with operator in the New Parameter dialog box, a new condition is created and activated. To deactivate a parameter, deactivate the condition. Deleting the condition or deleting the parameter also deactivates the parameter. Tools> Parameters Slide 59 Setting Options- Formats The Options dialog box offers a wide variety of options for setting operating features, formatting, and other aspects of your worksheets. The give tab Specifies default formatting for sheets. You must exit and restart Oracle Discoverer for new settings to take effect. Tools> Options Slide 60 Setting Options- General The Dialog box displays options for viewing different types of files, and for opening workbooks. Click the Viewer check boxes if the worksheets include files with videos, images, and sound (audio). Those viewers open automatically from within Discoverer to run the files. Tools> Options Slide 61 Setting Options- Query Governor Displays options for maximizing the efficiency of working with larger worksheets, Limiting the amount of time a query runs, and Limiting the number of rows retrieved. You can also choose whether to use Summary data to improve the performance of Discoverer. Tools> Options Slide 62 Setting Options- Table/ Crosstab This dialog box displays options for the overall table or crosstab layout. you can add or remove gridlines, column headings, row numbering, and so forth. Removing various table or crosstab features is particularly helpful when printing a worksheet as a report. Tab options differ according to whether your worksheet is a Tabular or Crosstab worksheet. Tools> Options Slide 63 Setting Options- Cache This dialog box displays options for the memory cache, disk cache, and cache directory for Discoverer. Generally these options should not be changed without assistance from the database administrator. Tools> Options Slide 64 Setting Options- Connection This dialog box displays options for setting the EUL types that can be used. you can also change the default Gateway User ID and Foundation Name, (see your Discoverer Administrator for details). Tools> Options Slide 65 Setting Options- Advanced This dialog box displays options for configuring Automatic Querying, Fan-trap Detection, and Multiple Join Path Detection. When you open Workbooks, Discoverer can run queries automatically or not, or can request confirmation before running queries. Tools> Options Slide 66 Setting Options- EUL This dialog box displays the default EUL setting. Use the option on this tab to select a default EUL (End User Layer). Check with your database administrator for the correct EUL to select. Tools> Options Slide 67 Command Line Options You can run Discoverer from the command line and perform a limited number of tasks automatically, for example, opening or printing a Workbook. To run a command line option: 1.From the Windows Start menu, choose Run. 2.Type: \orant\discvr4\dis4usr.exe /connect me/[email protected] Where me is your Discoverer ID, mypassword is your Discoverer password, mydatabase is the Oracle database to which you want to connect Slide 68 SQL Statement for Worksheet You can analyze the SQL statements that Discoverer executes against the database. You can also open workbooks with your own SQL programming statements. SQL Inspector shows the SQL statements used to create your current worksheet. Click Export to export the statements to another file for use later with another SQL program. View> SQL Inspector Slide 69 SQL Statement for Worksheet The Plan tab displays the Oracle Server Execution Plan chosen by the Oracle Server for a query request. The Execution Plan defines the sequence of operations that the Oracle Server performs to execute the SQL statement. View> SQL Inspector> Plan Slide 70 Importing SQL If you have written an SQL program to open a workbook, importing the program executes the SQL statement and opens the Discoverer workbook. NOTE: If you are importing an SQL script that contains join definitions, the joins must have been created first by your Discoverer Administrator using the Discoverer Administration Edition. File> Import SQL Slide 71 To run the workbook as report from Oracle Applications register the workbook as function in Application developer responsibility of Oracle Apps. Attach the function to a menu of self service responsibility Register Workbook in Apps Go to Application Developer Slide 72 Register Workbook in Apps contd.. Slide 73 Slide 74 Running Discoverer From Oracle Applications Slide 75 Properties: Type :SSWA plsql function Slide 76 Running Discoverer From Oracle Applications Slide 77 Slide 78 Slide 79 Give the user function name Slide 80 Running Discoverer From Oracle Applications Run the report from the appropriate responsibility Slide 81 Q & A

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