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Training On
Oracle Discoverer Desktop/Plus
Oracle
Discoverer
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Oracle Discoverer Desktop/Plus is a data access tool.
You use it to view the information in your company s databases.
The whole purpose of Discoverer is to help you the businessprofessional view the data you want from a database, analyze itto support your business decisions, and create reports to keep
track of things.
Introduction
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Worksheet Display TypesThe data can bedisplayed in fourways in theworksheet.
Tabular Layout
Tabular Layout
with Page DetailsCrosstab Layout
Crosstab Layoutwith Page Details
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Tabular Layout
The most familiar layout for data, a table, lists data in rows andcolumns.
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Tabular Layout with Page Details
Table with multiple pages ofdata, where
Each page shows variousportions of the data indetail.
You set the criteria fordisplaying portions of datain order to see exactly whatyou want on each page.
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Crosstab Layout with Page Item
A crosstab , short for cross - tabulation
This relates two different sets of data and summarizes their
interrelationship in terms of a third set of data.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 andCity.
a
b
c
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Selecting The Data
This dialog box lists thedata in the business areathat you can use to buildthe new worksheet.
To include data on the new
worksheet, you move itfrom the Available columnto the Selected column.
Select relevant columnsfrom the views for samplereport
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Conditions
Applying a filter forfinding specific data.
The databaseadministrator definesconditions for thefolder, not forindividual items.
The Condition shownis not required forSample Report
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Data Sorting- Tabular Layout
Specifies how datain the current tableshould be ordered.
This step onlyapplies to tables.
Crosstab worksheet,the sorting dialog boxdoes not appear.
Apply sorting type in
the sample report fortabular layout
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Calculation
Calculations definedfor the items added tothe Selected listappear in the finaldialog box.
You can select thecalculations as part ofthe new worksheet orworkbook, or createnew calculations.
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Calculation- Contd..
Used to define a newcalculation or edit anexisting calculation.
Use this window tocreate or edit Itemsusing EUL elements,Functions, andOperators.
Add difference ofOrdered qty andInvoice quantity inSample Report
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Workbook Window
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Workbook Window- Contd.i. Tab Scroll Buttons- Click to scroll through the worksheettabs in the workbook
j.k. Page Scroll Bar- If the worksheet is larger than thescreen, it extends off the edges of the screen. Click the scrollbars to see the rest of the worksheet.
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Edit Title- Text
Use this step to FormatWorksheet title text
a- Text style and alignmentoptions.
b- Text color and backgroundcolor icons.
Right Click> Edit Titlea b
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Edit Title- Bitmap
Use this step to FormatWorksheet title Bitmap
Right Click> Edit Title
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Bars to Numeric DataAdd graphic barsto numeric datain tables orcrosstabs toprovide a quickvisual comparisonof the relative
amountsdisplayed.
Example in screenprint:
Larger theOrd_qty, thelarger the graphicbar
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Adding Bars to Numeric Data
Clicking Show Graphic Barsdisplays a bar indicating eachcell s percentage of the totalvalue for that column.
Setup in this window alsospecifies how numbers shouldbe displayed. Depending on thecategory you choose
Format > Data
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Presenting Data in Graphs
Discoverer Plus can converttables and crosstabs tographs or charts
Graphs and charts of tablesand crosstabs areespecially effective forpresentations of results
a. A Worksheet in tableformat
b. A graph of the data inthe Worksheet. Each barcorresponds to onecolumn on the table.
c. Graph legend. Each baris represented in adifferent color.
a b
c
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Graphs- Titles and Legends
Graph> ShowTo add titles to the graph,
enter them in theappropriate boxes.
To add a legend to thegraph, click Show Legend.
To format the axes labels,click the formatting buttonnext to each feature to seethe Font dialog box for thatelement.
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Graphs- Options
Graph> ShowCompare the options
shown in the figure
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Drill Options
Double Click on individual Cell
Click the Options button on the Drilldialog box to open theDrill Options dialog.
Used to specify howdrills are performed
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Exception to Data
Right Click on Cell
Used to apply an exceptionto an item.
Creating a new Exceptionhas two parts:
Defining the Exception inthe top portion of the dialogbox
Defining its format in thebottom part
Set inv_Qty
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Totaling Numeric Data
Using the Totals tool youcan sum rows and columnsof numbers, find averagesand standard deviation,compute subtotals andGrand Totals, and so on.
Sample report shows grandtotal for all data points
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Percentages
A typical data analysistask is to calculate Itempercentages.
In sample report, refer %of ord_qty againt total
quantity in the screenshot.
Due to rounding of data,percentages may not addup exactly to 100. Theamount of rounding
depends on the number ofdecimal places that youspecify for data. Use theFormat Data dialog box toset the number of decimalplaces for your data.
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Percentages
Tools > Percentages
This dialog displays a listof Percentages that youhave available for use inyour Worksheets.
The Percentages displayed
in the list are dependenton the Item display optionselected
From here, you can alsomanage your Percentages,by adding, editing, anddeleting them.
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Sending Reports with e-mail
File > Send
You can send worksheets,graphs, and selections of atable or crosstab as part ofan e-mail message.
You can send all or part ofyour workbook in anemail.
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Exporting to other Application
File > Export
You can export tables andcrosstabs in a variety offormats to open them inother applications.
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Scheduling Manager
File> Manage Workbooks> Scheduling
With the SchedulingManager you can seethe results of ascheduled report,schedule a newreport, reschedule areport, or edit areport s schedule.
a. Discoverer reportsscheduled to run.
The clock iconindicates that the
reports are scheduledto run at the timespecified by Date andTime .
b. Completed Discovererreport ready to open.
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Schedule Workbook
File> Manage Workbooks> Scheduling
The Schedule Wizard letsyou schedule a workbook(or part of a workbook) torun at a later time.
This is helpful if your
query is going to take a longtime
Scheduling a workbook torun later allows you to keepworking now and get yourdata later without evenbeing at your computer.
You can even have thesame workbook run on aregular basis so you canupdate the data on aregular basis without doingany additional work.
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Sharing Workbook
File> Manage Workbooks> Sharing
Sharing a workbook grants otherpeople access to it to view,analyze, and print the data.
You can share workbooks withother people by setting up
sharing two ways: Assign a group of people who
can share one of yourworkbooks.
Assign one or moreworkbooks that one other
person can share with you.
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Refreshing the Worksheet
Refreshing a worksheet re-queries the database and displays theworksheet s data based on any new data.
A primary use of refreshing a worksheet is when you re using Discovererin conjunction with real-time data.
To refresh a worksheet ( Sheet > Refresh Sheet )
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Parameters
Parameters are placeholders usedinstead of specific values in thedefinition of a condition.
Parameters offer choices ofcondition value at the time thedata loads.
When you open the workbook,you will be prompted to enter avalue and the results you receivewill be specific to that value.
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Creating Parameters- contd..
Parameters are activated whenused in an active condition.
If you check the option Createcondition with operator in theNew Parameter dialog box, a newcondition is created andactivated.
To deactivate a parameter,deactivate the condition.
Deleting the condition ordeleting the parameter also
deactivates the parameter.
Tools> Parameters
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Setting Options- Formats
The Options dialog box offers awide variety of options for settingoperating features, formatting,and other aspects of yourworksheets.
The give tab Specifies defaultformatting for sheets. You mustexit and restart Oracle Discovererfor new settings to take effect.
Tools> Options
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Setting Options- General
The Dialog box displays optionsfor viewing different types offiles, and for opening workbooks.
Click the Viewer check boxes ifthe worksheets include files withvideos, images, and sound(audio). Those viewers openautomatically from withinDiscoverer to run the files.
Tools> Options
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Setting Options- Query Governor
Displays options for maximizingthe efficiency of working withlarger worksheets,
Limiting the amount of time aquery runs, and
Limiting the number of rowsretrieved.
You can also choose whether touse Summary data to improvethe performance of Discoverer.
Tools> Options
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Setting Options- Table/ Crosstab
This dialog box displays optionsfor the overall table or crosstablayout.
you can add or remove gridlines,column headings, rownumbering, and so forth.
Removing various table orcrosstab features is particularlyhelpful when printing aworksheet as a report.
Tab options differ according to
whether your worksheet is aTabular or Crosstab worksheet.
Tools> Options
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Setting Options- Cache
This dialog box displays optionsfor the memory cache, diskcache, and cache directory forDiscoverer.
Generally these options shouldnot be changed withoutassistance from the databaseadministrator.
Tools> Options
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Setting Options- Connection
This dialog box displays optionsfor setting the EUL types that canbe used.
you can also change the defaultGateway User ID and FoundationName, (see your DiscovererAdministrator for details).
Tools> Options
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Setting Options- Advanced
This dialog box displays optionsfor configuring AutomaticQuerying, Fan-trap Detection,and Multiple Join Path Detection.
When you open Workbooks,Discoverer can run queriesautomatically or not, or canrequest confirmation beforerunning queries.
Tools> Options
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Setting Options- EUL
This dialog box displays thedefault EUL setting.
Use the option on this tab toselect a default EUL (End UserLayer).Check with your databaseadministrator for the correct EULto select.
Tools> Options
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SQL Statement for Worksheet
You can analyze the SQL statementsthat Discoverer executes against thedatabase.
You can also open workbooks withyour own SQL programmingstatements.
SQL Inspector shows the SQLstatements used to create yourcurrent worksheet.
Click Export to export the statementsto another file for use later with
another SQL program.
View> SQL Inspector
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Importing SQL
If you have written an SQL programto open a workbook, importing theprogram executes the SQL statementand opens the Discoverer workbook.
NOTE: If you are importing an SQLscript tha contains join definitions,the joins must have been created firstby your Discoverer Administratorusing the Discoverer AdministrationEdition.
File> Import SQL
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Q & A
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