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Open Discoverer Administrative Edition

Logon to Discoverer Administrative Edition using SYSADMIN user

Click Connect

Choose a Responsibility and Click OK

Click Create a New Business Area and Click Next

Select Any User and Click Next

Expand the Node and Select Any Table or View and Click Next

Click Next

Name the Business Area and Description Appropriately and Click Finish

The Business Area will be created and you would view the following screen

Close the Administrative Task list Window

Expand the Business Area

Delete the Folder under the Business Area

Click Yes

Now the business Area is Empty

Logon to SQL Plus and Create a View according to the requirement

Re-logon to Discoverer Administration Edition to have the Schema Refreshed and Open

the Business Area Created Earlier.

Right Click on the Business Area Created and Select the New Folder from Database

Option

Click Next

Select the Schema APPS and Click Next as shown below

Expand the APPS Schema

Select the View Created at SQL Plus and Click Next

Click Finish

The Folder is Created

Expand the Business Area and you can view the Folder

Note: This section applies only to the report which need to have LOV’s

Click on the Business Area as shown below

Right Click on the business Area and you get a pop up menu as shown below

Select the Option “New Custom Folder” and you get the following window

Paste the ITEM Class Query and Name it appropriately as shown above and say ok.

Right Click on the newly created Custom Folder for the Item Class and select the

Properties Option

Modify the “visible to user” property to No and click ok

Navigate to the Item Classes tab

Click on the Business Area as shown below

Right click on the selected business area as show below and select the “New Item Class”

option

Click next with the option “List of Values” checked

Select the corresponding folder and item as shown below which was created for creating

the List of Values as shown below and Click Next.

Select the Folder and Item with which you would like to associate the LOV as shown

above and add them to the right side of the tab as shown below

Click Next

Give appropriate Name and Description and Click Finish

Click Tools Security Menu

Assign the Users/Responsibilities who can access the Business Area and Click OK

Logon to the Discoverer Desktop Edition to create Work Books

Login as SYSADMIN User

Select System Administrator Responsibility and Click Ok

Select Create a new workbook option

Select one of the Display Style as per the requirement and Click Next

Select the Business Area and the folder on which you would like to create the Workbook and Click Next

Check Show Page Items and Click Next

You could add the condition required by clicking New.

Select New Parameter Option from the List

You will get the following screen

Enter the Name, Prompt, Description and other Fields and Click OK

Click Ok

Click Next

You can create the Sort Condition so that the Workbook would sort the data accordingly.

Click Add

Select the Field on which you would like to sort the data and Click ok

Add as many sorts you need

Click Finish

You workbook is Created.

Go to FileManagewokbooks Properties

Give the Identifier and Description

Click Yes

Go to Sheet Rename Sheet Menu

Give an Appropriate Name and Click ok

Click Save

Select Database

Give an appropriate name and Click Save

Go to FileManage workbooks sharing menu

Select the Workbook and assign it to the responsibility who can access the workbooks as

shown in the screen

Click Ok

Logon to Oracle Applications and Switch to System Administrator Responsibility

We need to register the workbook as a function

Go to Application Function

Assign the function to a Menu Item of the Self Service Web Application Responsibility

Goto Security Responsibility menu and Query for the Responsibility to which you

would like to associate the workbook

You can see the menu for that Responsibility

Goto ApplicationMenu

And query for the menu

Select the submenu under which you would like to view the workbook and requery it

Add the menu Item and Associate the Function as shown below.

Logon to Oracle Applications as user

Select the Web Application Responsibility

Scroll down and you can the find the Menu Item created for the Custom Workbook

Click on the FAB Production Statistics Menu Item and it will open up the parameter

screen.

Enter the Parameter Values and Click Apply Parameters and workbook starts showing the

status as below

The output is shown as below

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