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Oracle 10g Discoverer Plus for End Users

What is Oracle BI Discoverer?


Oracle Discoverer is:
Oracle Business Intelligence Discoverer is an ad-hoc query, reporting and analysis tools that gives business users immediate access to information in databases. A relatively user-friendly reporting tool. Can be used for both ad hoc and pre-defined reports. Useful reporting tool for both Casual and Power users Integrated with Oracle E-Business Suite
.
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Oracle BI Discoverer consists of several integrated components that work with the Oracle database to give you a complete and integrated Business Intelligence solution

Oracle Business Intelligence Discoverer components

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Discoverer components Cont..


if you want to create new worksheets and analyze data

from relational data sources , you will use Discoverer Plus

Discoverer Plus is a Web tool that enables users to analyze data and create reports without having to understand difficult database concepts. Using Wizard dialogs and menus, Discoverer Plus guides users through the steps needed to create powerful reports and charts that can be accessed using Discoverer Plus and Discoverer.

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Discoverer components Cont.. if you want to analyze data in existing worksheets, you will use Discoverer Viewer. Discoverer Viewer allows for the viewing of reports but does allow their creation. Discoverer Viewer is a Web tool for accessing interactive reports and charts created using Discoverer Plus. Discoverer Viewer is a thin client HTML tool, users require only a Web browser to run Discoverer Viewer.

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Discoverer components Cont..

if you want to design manage the end user view of relational data, you will use Discoverer Administrator
Discoverer Administrator create and maintain the EUL. Discoverer managers use Discoverer Administrator to grant Discoverer access permissions and task privileges directly to database users.

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Discoverer components Cont.. Portlet Provider : which enables you to publish Discoverer worksheets and graphs in various portals Discoverer Web Services: an Application Programming Interface (API) that enables you to obtain Discoverer connections, workbooks, and worksheets, execute queries, and return worksheet content using: A Java client application Discoverer Catalog: is a repository for storing and retrieving definitions of objects for Discoverer Plus . There is one Discoverer Catalog per database

NOTE : The two main Oracle BI Discoverer business analysis tools for end users are : Discoverer Plus and Discoverer Viewer
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Oracle BI Discoverer architecture? Oracle BI Discoverer has a multitier architecture that takes advantage of the distributed nature of the Web environment. While it is possible to install all tiers of the Oracle BI Discoverer architecture on the same machine, it is recommended to distribute the installation over multiple machines, to maximize performance and reliability.
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Oracle BI Discoverer architecture?

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Why should I use Discoverer?


Access data quickly from the Database View data in a familiar spreadsheet-style format that is easy to read and understand. Analyze data using a variety of powerful techniques Prepare reports, share data with others, and in other applications (e.g. Microsoft Excel)

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Working With Oracle Discoverer Plus


Opening A workbook

Click Open Existing Workbook and lick Browse to select the workbook Click Open Or subsequently via the File, Open.. Menu option

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RUNNING DISCOVERER PLUS FOR THE FIRST TIME Discoverer Plus uses Java Technology. When a client first accesses Discoverer Plus, a one-time setup procedure to install a Java Environment and initialise the Discoverer Plus software is performed. The Java Environment is required because Discoverer uses Java applet on the client to communicate with the Java Discoverer Plus sarvlet on the application Server. A java Environment is not required when using Discoverer Viewer since this product only utilises Java Script and HTML technology.

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Creating New workbook


Creating a new workbook is a relatively simple process since most of the initial work is accomplished via a wizard

Select the object to display in the Workbook Click Next


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Select Business Area

Business areas : A business area is a collection of related information in the database. Folder is a collection of closely related information. Within each business area, the Discoverer manager organizes information into folders. Folders are like Tables or View Items : are different types of information within a folder. For example, Employee Master Folder contains Employee Number, Full Name, Address, Department, and Payroll Folder contains Element Name, Amount.

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SELECTING ITEMS
Whether you are adding the first sheet or subsequent sheets to an existing workbook, the procedure is the same. Having chosen the layout type, the next step is to choose the items to be included on the sheet.

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Select Folder Expand the folder to see Items Drag Item(s) Into Select Area Click Next

Once items from a folder have been chosen, folders not related to the selected items are greyed out and unavailable for selection.
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Click Next Click Add to Add Sort Item Click Next


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Create Conditions
The wizard also allows you to select a pre-defined condition or create new one that will limit the information retrieved from the database.

To provide more flexibility, it is possible to associate "Parameters" with a worksheet. This allows the results returned by the Worksheet to be governed by values provide by the user of the Workbook.

Click Finish : To Display the record(s)


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

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Insert New Conditions

Click Edit worksheet

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Insert New Conditions Cont..

Select a condition expression from the Condition drop down list.


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The meaning of each condition expression is listed below


=

Item is equal to a value Item is not equal to a value Item is greater than a value Item is less than a value Item is less than or equal to a value

Year = 1998 Ministry Code <> '002


Gross Pay > 60000 Actual Balance < 50000

<> > <

<=
>=
LIKE

Sales SUM >= 30000

Item is greater than or equal to a value Item similar to a value (uses wildcards to create a pattern of characters

Revenue Total < = 60000000

Department LIKE '% Admin%' Department LIKE 'App%'

IN

Matches item against one or more values in a list

BANK_NAME IN ('UNITY,ZENITH,GTBANK)

IS NULL IS NOT NULL NOT IN

Item has no value Item has a value Item does not match one or more values in a list

GRADE LEVEL IS NULL NETPAY IS NOT NULL

BANK_NAME NOT IN ('UNITY,ZENITH,GTBANK)


Transaction Date BETWEEN '01-JAN-1998' AND '30-JUN1998' Sales SUM BETWEEN 10000 AND 50000

BETWEEN NOT BETWEEN

Item is in a range between two values Item is not in a range between two values

!=

Item is not equal to a value

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Parameters :To provide more flexibility in a worksheet. Parameters allows the results returned by the Worksheet to be governed by values provide by the user of the Workbook.
By using a parameter, the value associated with the condition can be varied each time data is retrieved to a worksheet. For instance, you build a worksheet that shows the sales detail for a particular region. Using a parameter allows you to choose which region. Parameters are created via the "Tools" menu and can be set to operate at either Workbook or Worksheet level. At the Workbook level, changes
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When a Parameter is created, you have the choice of also creating a new condition to use it. The condition is automatically included on the sheet.

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Sort/Order your Field.

Select the Sorting Field in the Column Heading Select the Direction Low to High or High to Low i.e Ascending or Descending order. Click Next
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Saving Workbook

Workbook may only be saved to the Database. (Discoverer Desktop Users may also save to the local file system, but the workbook would not be accessible to a Discoverer Plus User.
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You may now customise your worksheet by adding a Title, text , adding Graph information and formating your worksheet

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WORKBOOK FORMATTING
RE-ORDERING AND RESIZING COLUMNS Re-ordering : Selecting the column and dragging it to the new position Resizing : click and drag on the right-hand edge of the column. Can also be achieved via the Format, Columns Menu. FORMATTING HEADINGS a. Header Text The Format Items Dialog can be displayed via thye Format, Format items.. Menu

Right click a column on the worksheet and selecting from the resultant pop-up menu

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Manage Workbook: Delete Workbook , Share Workbook and Workbook Properties

Workbook can be made available for others to use. Access the sharing dialog from the File, Share.. Menu. Workbook can be shared to Users Only , responsibilities only or both

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EDIT THE WORKSHEET ANS SELECT PAGE ITEM

Drag the Colum to the Page Items

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Creating Calculations
You create calculations to analyze a worksheet in a new way. For example: to calculate a 25% increase in sales to calculate the rank of sales figures

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Creating Calculations ( Continued) On selecting the OK button an additional column is added to the worksheet.

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CREATING AND EDITING A TOTAL

Go to Tools Menu Then Totals Select Item to create total on Select Kind of Total : Sum,count e.t.c Select Where you want the Total to be shown Click OK

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GRAPHING YOUR DATA Discoverer has the ability to present a Table or Crosstab sheet as a graph or chart to aid visual analysis of the data. The Graph is tied to the data being displayed in the sheet and is therefore automatically adjusted as the sheet is altered Each worksheet may have only one gragh, but the format of the gragh can easily be changed.

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PAGE SETUP

REPORTS

To print a report, a number of preparation steps are usually required to achieve an acceptable results. It is usual for a report to have a page header and footer, for the range of results to be chosen and its print orientation

To prepare a report for printing , use the File, page Setup Menu option

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Print Preview

Pressing the Preview Button from the Page Setup dialog or selecting the File Print Preview Option.

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EXPORTING DATA
Use this dialog to specify what data you want to export. For example, you might want to export the current worksheet or all worksheets, or export graph data with worksheets.

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Use this dialog to specify what format you want to export to, and where to save files. Browse Use this button to display the Save dialog, where you navigate to a file location and choose a file name and export format What do you want to name the files Use this field to change the default name of exported files. For example, if you change this value to Sales Analysis Report and export to Microsoft Excel format.
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Where do you want to save the file? Use this field to specify where to save the exported data (for example, c:\data\reports). Type in a file location, or use the Browse button to navigate to a file location.
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Use this dialog to specify how to export graphs. For example, you might want to change the graph size, ratio, or the size of the label font.

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Use this dialog to choose whether to monitor the export whilst it is in progress. For example, if the worksheet uses large queries, you might want to respond to warnings about how long queries will take. Do you want to supervise the export process? Supervised Use this radio button when you think that the export might take a long time or might produce more than the maximum amount of data. You can then respond to warnings during the process. Unsupervised Use this radio button when you want to export the data regardless of possible warnings about how long the export will take or how much data will be produced.

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Click Finish Click OK Button

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SCHEDULING A REPORT
Scheduled reports are workbooks set to run at a predetermined date and time. A workbook may be scheduled for one of the following reasons: The data retrieval is expected to take an inordinate length of time. The workbook report is run at regular intervals i.e. every Monday. The scheduled report is tasked to run and store the results on the server. Therefore it is not necessary to remain connected to Discoverer for the report to run (you need not even keep your workstation switched on).
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The schedule report dialog is access from the "File, Schedule" menu option
The final step in scheduling a workbook is to provide the timing details. In addition, you must specify whether to keep all results or only the latest set. You must also specify how long the results will be held before they are automatically deleted.

VIEWING THE RESULTS The results of a scheduled workbook can be viewed by opening a workbook either when Discoverer starts or via the "File, Open" menu option. The "open" dialog gives you the option of opening a scheduled workbook via the Scheduling Manager
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SCHEDULE MANAGER The Schedule Manager allows you to see the current state of schedule and report results (the Schedule Manager is available from the tools menu).
The Schedule Manager will allow the following operations: a. To open the results of a previously run report b. Change the schedule characteristics of a report c. View the error report of an unsuccessful report d. Delete a scheduled event (if the selected item is a completed report) e. Unschedule a report (if the selected item is a scheduled event) f. Schedule a new report The dialog is not updated dynamically, but the "Refresh" button can be used to update the screen. Clicking on the header of a column will cause the Schedule list to be sorted on that column.
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DISCOVERER VIEWER
Discoverer Viewer is a Web tool for accessing interactive reports and charts created using Discoverer Plus. Discoverer Viewer is optimized for performance and designed to minimize network traffic. Note: The basic concepts of creating and manipulating workbook and worksheet have already been coverered in this course.
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Log on to Oracle Application Select the responsibility that is applicable to the Report to be Generated Select the report

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DISCOVERER VIEWER Cont

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Discoverer Viewer Users can also perform the following operations.

Rerun Query Save Report Print Report Export the data and lot more.

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QUESTIONS & ANSWER

THANK YOU
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