discoverer administration
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Training On
Oracle Discoverer Administration 4i
Oracle
Discoverer
A Presentation by EAS Oracle Applications
Oct 2003
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Oracle Discoverer provides business users with data analysiscapabilities, regardless of whether the RDBMS was designed for anOLTP system or as a data warehouse.
Oracle Discoverer is a business intelligence toolset that comprises:
OracleDiscoverer Administrator- Its design determines howusers access and view data.
Oracle Discoverer Desktop- It provides logical and intuitiveaccess to information from your organizations relational databasesfor ad hoc query, analysis, and reporting.
Oracle Discoverer Plus- Same as above on web.
Oracle Discoverer Viewer- for viewing workbooks created byusers of the Windows or Web releases of the Discoverer Plus.
Introduction
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Discoverer Components
Introduction- Contd.
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Introduction- Contd.
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Implementation Flow Chart
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Sample Report to be Developed
Salesperson Order Summary report from Order Managementhas been identified to be developed in this training
There are four queries in the report (in D2K).
Q_Seldata
Q_Order
Q_header_salesrep
Q_line_Salesrep
Each query is made a view in order to develop the same report inDiscoverer.
Xxom_Sel_Selrep_Ord_Summary_V
Xxom_Salesrep_Ord_Summary_V
Xxom_Hdr_Selsrep_Ord_Summary_V
Xxom_Lin_Selsrep_Ord_Summary_V
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Create an EUL (mandatory if one does not exist already).
EUL resides between the database dictionary/table definitions andDiscoverer.
EUL insulates Discoverer end users from the complexity and physicalstructure of the database.
Provides an intuitive, business-focused view of the database
Enables Discoverer end users to focus on business issues instead ofdata access issues.
The metalayer structure of the EUL preserves the data integrity ofthe database.
Discoverer provides read-only access to the application database.
A database user can only own one EUL.
EUL Access (Public-> all users, Public -> only owner)
EUL user should have certain privileges on the database (CREATESESSION, CREATE TABLE, CREATE VIEW, CREATE SEQUENCE, CREATE
PROCEDURE)
End User Layer (EUL)
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End User Layer (EUL)
Discoverer Administrator> Tools> EUL Manager
Use the EUL Manager to createand maintain EULs for differentusers (userids) in the database
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End User Layer (EUL)
Discoverer Administrator> Tools> EUL Manager> Create EUL
The Create EUL Wizardwalks you through thesteps of creating a newEUL.
The first step is to choosethe user who will own thenew EUL.
APPS database user has
access to all the schemaused for Oracle Apps
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End User Layer (EUL)
Discoverer Administrator> Tools> EUL Manager> Create EUL
The user creating EUL fora schema should knowthe password of schemasdatabase user id
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End User Layer (EUL)Discoverer Administrator> Tools> EUL Manager> Create EUL
Select the default andtemporary tablespace forthe new user by clickingyour choice in the list.
These settings aredatabase settings
Default table space mustbe at least 3mb
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Create a business area and load data into it (mandatory).
Business areas are conceptual groupings of tables and/or views
Discoverer Administrator displays a business area as a file cabineton the Data tab of the Workarea.
You create a business area in Discoverer Administrator using the
Load Wizard (User-friendly Interface)
Identify the data source and have a clear understanding of itsdesign.
Identify which tables, views, and columns are required. Identifythose that are likely to be included in multiple business areas.
Map out the necessary joins and determine whether they exist in thedatabase or will have to be created by you using DiscovererAdministrator.
Identify security issues and access privileges.
Business Area
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Business Area
Business Area Concepts
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Business Area- Load Wizard
The Load Wizard is whereyou open existing businessareas or create a new one.
It is the first step to
working in theAdministration Edition.
Discoverer Administrator> File> New
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Business Area- Load Wizard
Discoverer allows youto load metadata thatis present in thedatabase, but in non-
Oracle format.
Discoverer Administrator> File> New
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Business Area- Load Wizard
Define the objectsthat will be loadedinto the new businessarea.
You choices depend onwhere you chose toget your meta data.
APPS schema is theowner of all four viewsin the report
Discoverer Administrator> File> New
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Business Area- Load Wizard
Select the specificobjects to load intothe business area.
Each table and view
that you select willbe a folder in thebusiness area.
All the four views to
be used in thereport are selected
Discoverer Administrator> File> New
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Business Area- Load Wizard
These options let youmake your businessarea and its folderseasy to find and
access
Discoverer Administrator> File> New
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Business Area- Load Wizard
Finally, you mustname your newbusiness area.
Discoverer Administrator> File> New
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Business Area- other features
Features provided for Business Area
Opening an Existing Business Area (File> Open)
Exporting a Business Area to a File (File> Export)
Importing EUL elements from a File (eg. Business Area, Folders,Functions etc) (File> Export)
Editing Business Area Properties (Double click on Business AreaIcon)
Deleting a Business Area (Right Click > Delete Business Area)
Synchronizing the Business Area with the Database (File>Refresh)
Data migration issues (Analytic Functions)
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Use Discoverer access permissions to control who can see and usethe data in business areas
Use Discoverer task privileges to control the tasks each user isallowed to perform
You can grant Discoverer access permissions and task privileges to
database roles as well as to database users.
Data access rights to the database tables remain under the controlof the database administrator.
Access Privileges
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Granting Access Permission for Business Area
This section describes how togrant (or deny) accesspermission for business areas tospecific users or roles.
Users having responsibilityOrder Management Super UserVision Operation will be able toaccess the business area.
Tools> Security
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Granting Task Privileges
Tools> PrivilegesUse this tab to grant privileges toa specific user orrole/responsibility*.
Oracle Applications users will seethe term Responsibility displayedhere instead of Role.
Grant the head privilege(Administration, User Edition)before you grant the privilegesunder it.
If you wish to grant (or deny)Administration privileges to a useror role, you must also grant (ordeny) that user Administrationaccess to the business area.
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Administration Edition Tasks
Format Business Area
Create/Edit Business Area
Create Summaries
Set Privilege
Manage Scheduled Workbooks
Discoverer Plus Tasks
Create/Edit Query
Collect Query Statistics
Item Drill
Drill Out
Grant Workbook
Schedule Workbooks
Save Workbooks to database
Granting Task Privileges
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Query Retrieval Limits
Tools> Privileges> Query Governor
Use this tab to view and edit thequery retrieval limits for aspecified user or responsibility.
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Specifying Schedule Workbench Limits
Tools> Privileges> Scheduled WorkbooksTo set the parameters forscheduling workbooks to a user orrole that has that privilege.
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Items
An Item, is a representation of a database table's column, in the EUL
Administrator can do following on items (Columns):
Formatting Change
Name Change
Other changes to enable user to clearly read the data
Items are stored in folders and can be:
Created
Deleted
Moved among different folders
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Editing Item Properties
Item>Right Click> Properties
This section shows you how to enhancethe users view of the data by editingitem properties.
Field name (Name) of viewxxom_hdr_salesrep_ord_summary_vchanged to Customer Name
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A join relates two folders using one or more common items.
End users cannot create joins
Administrator has to create joins for end users to create reportsthat combine information from multiple folders.
A join between two folders enables you to include items from bothfolders when creating (Worksheet, Complex Folder, Hierarchy)
Single item joins relate two folders using an item that is common toboth folders.
Multi-item joins relate two folders using more than one joincondition.
You cannot directly include functions or literals (e.g. text strings,
numbers, dates) in the join conditions. Items in joins can be hidden later, allowing end users to benefitfrom the use of joined folders without having to see the join details.
While Creating Joins, You do not need to enter a name for the join,Discoverer Administrator automatically creates a default name for thejoin when you click OK.
Joins
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Create Joins
Screen print refers to thedata model of reportdeveloped in D2K
Joins are to be developed
among the views based onthe data model (D2K) ofsample report.
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Create Joins
To create a join, select
the Master folder
the operator
the detail folder
Use Multi-Item for joiningmultiple Master and detailfolders
For defining join types (outerjoin, Foreign key with nullvalue, one to one relationship)use OPTIONS
Item>right click> New Join
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Edit Join Properties
You can inspect and edit morethan one Join item at a time.
Select a join to view itsproperties.
If you select more than one
Join Property and make achange to a property, thechanges apply to all selectedproperties.
Join Name> Right Click> Properties
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Edit Join
The screen details are same asCreate Join screen
Join Name> Right Click> Edit Join
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Folder, analogous to a directory in Windows where folders are the
containers and items are the files held in the folders.
Folders can include items, calculated items, joins, conditions, itemclasses, and hierarchies.
You can assign a folder to one or more business areas.
A folder has a single definition, regardless of the number of business
areas to which you assign it.
Three Type of Folders:
Simple Folders, which contain items based on columns in a singledatabase table or view
Complex Folders, which can contain items based on columns frommultiple database tables or views. This is analogous to a view in thedatabase.
Custom Folders, which are based on SQL statements
Folders
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Adding Simple Folders from Database
Insert> Folder> From Database> On-line Dictionary
This sectiondescribes how toadd Simple foldersfrom the databaseto an existingbusiness area.
Follow the sameprocess you usewhen creating anew business area.
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Creating Custom Folder
Insert> Folder> CustomThis section describeshow to create a customfolder
TIP: You can addcomments to your SQL
statements by beginningthe comment line with --.
Like other folders,custom folders requirejoins in order for itsdata to relate to otherdata in the businessarea.
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Complex Folder
Complex folders consist of items from one or more otherfolders.
Complex folders enable you to create a combined view of datafrom multiple folders.
This can simplify the business area without creating a newdatabase view.
Complex folders result set could also be produced by adatabase view. But:
Complex folders can be created without the databaseprivileges required to create a database view.
Security is handled through the Folders Business Area.
Complex Folders has no effect on the physical schema, thusthey are very safe to use.
Views can be complicated to maintain, whereas ComplexFolders are managed entirely within Discoverer AdministrationEdition.
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Creating Complex Folder
1. On the Data page of the work area, select the businessarea to which, you want to add a Complex folder.
2. Choose Insert | Folder | New. This creates a newcomplex folder.
3. Drag items from any folder (in any open business area)to your new folder.
Each item that is added in the complex folder mustbelong to a folder, that is joined to the folder of at least oneother item in the complex folder
Item dragged and dropped in complex folder references
the original, source item. Therefore any change made inthe original item will reflect on the item inside the complexfolder.
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Create Calculation Item
Calculation Items behavemuch like any other Item in aFolder
Calculated Item can be usedin Conditions, Summaries,
Lists of Values, Joins, andother Calculation Items.
3 Calculations in Discoverer
Derived calculations
Aggregate calculations
Aggregate Derivedcalculations
Add new item to showdifference of order qty andinvoice qty in sample report
Folder Name> Right Click> New Item
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Editing Calculation Properties
Same as Item Properties Item Name> Right Click> Properties
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Editing Item Calculation
This section describeshow to edit an existingCalculation.
Item Name> Right Click> Edit Item
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Create Conditions
End users can useConditions to restrictthe results of theirquery to the areasthey are interested
This can result infaster queries.
No condition isapplied in thesample report
Item (on which condn to apply)> Right Click> New Condition
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Mandatory Vs Optional Condition
Mandatory Condition Optional Condition
Always applied to the results of a folder. Only applied to the results of a folder if
selected in Discoverer Plus
Used by an administrator to permanentlyrestrict the rows returned by a folder.
Provided by an administrator to help usersbuild conditions
Invisible in Discoverer Plus. Visible (but not editable) in Discoverer Plus.
When created in a complex folder, can
reference items in the source folders.
When created in a complex folder, can only
reference items in the complex folder.
Affect the result set of the folder definition in
the EUL.
Applied when used in Discoverer Plus thus
no effect on EUL result
When added, changed, or deleted, cause
any summaries based on the folder to
become invalid, because their result set no
longer matches that of the folder.
When added, changed, or deleted have no
affect on summaries based on the folder.
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Hierarchies
Hierarchy is a logical linking that you define between Items thatenables Discoverer Plus users to:
drill up (to a greater level of aggregation) and
drill down (to a greater level of detail).
Hierarchical relationships are not defined in the database; you createthem in the Business Area.
Discoverer Hierarchies mimic data relationships from the end usersperspective instead of from the database perspective.
There are two types of Hierarchy in Discoverer Administration Edition: Item Hierarchies
Date Hierarchies
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Creating Item Hierarchy
Hierarchies Tab> Business Area> Right Click> New Hierarchy> Item Hierarchy
Example:
Order> Line
End user will have a report
which can be drill down fromlocation to departments
Hierarchy created in sample
report to drill Order data at line
level
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Creating Item Hierarchy- Contd
Hierarchies Tab> Business Area> Right Click> New Hierarchy> Item Hierarchy
Like other items in the
Business Are, Name Hierarchy.
Choose names that describethe hierarchy so they are easy
to find and use later.
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Creating Date Hierarchy
Hierarchies Tab> Business Area> Right Click> New Hierarchy> Date Hierarchy
Example:
Year> Month > Week
User looks at total salesfor each year in theirrecords, they can drill down(using the Date Hierarchy)
you implement this DateHierarchy in a BusinessArea, and an end user hasa report in Discoverer Plus
You can use DiscovererAdministration Editionsexisting Date Hierarchytemplates to define manycommon Date Hierarchies,or you can create your owncustomized Date
Hierarchies.
Default date hierarchy is used in sample report
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Creating Date Hierarchy- Contd..
Hierarchies Tab> Business Area> Right Click> New Hierarchy> Date Hierarchy
You can choose the dateitems in your Business Area
that will use the new datehierarchy.
This step is optional.
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Creating Date Hierarchy- Contd..
Hierarchies Tab> Business Area> Right Click> New Hierarchy> Date Hierarchy
Like other items in yourBusiness Area, you can
name your hierarchy.
Choose names thatdescribe the hierarchy sothey are easy to find anduse later.
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Item Class
An item class is a group of items that share similar attributes.The administrator creates an item class to enable the following features:
Lists of values
Alternative sorts
Drill-to-detail links (hyperdrills)
These features help users build queries more quickly and easily.
The item class can be created to support these features individually, or incombination
The only exception is that an alternative sort mustrelate to a list ofvalues
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List of Values
A list of values is the items set of unique values
The values the item class references correspond to those found in adatabase column.
Lists of values are used by end users to refer to values in the databaseand to apply conditions and parameter values.
Lists of values are often generated automatically when the business areais first created (in Load Wizard: Step 4).
The Item Class Wizard provides a way to extend a list of values to otheritems.
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Create List of Values
Select the items thatuse this item class.
If you do not select theitems using the item
class, you will need toapply the item class tospecific items later.
Item Classes Tab> New Item Class> List of Values
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Create List of Values
LOVs to be created insample report forin put parameters:
1. Order Number
2. Order Date
3. Order Type4. Line Type
5. Agreement
6. Sales Person
7. Customer Name
8. Customer Number
9. Line Category
Item Classes Tab> New Item Class> List of Values
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Alternative Sorts
Data elements to be sorted in an alternative order other thanAscending or Descending Order
For example, a series of sales regions would be sorted alphabeticallyby default, such as
East,
North,
South, and
West.
But the end user may need them sorted in this order:
North,
South,
East, and
West.
No Alternate sort is used in Sample Report
C S
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Create Alternative Sorts
Item Classes Tab> New Item Class> Alternative sort
Select the item that
generates list of values.
You may choose from
any Business Area in the
End User Layer.
Selecting a Business
Area displays its folders.
Click the plus (+) symbol
to open folders and view
the items contained in
them.
C t Alt ti S t C td
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Create Alternative Sorts- Contd..
Item Classes Tab> New Item Class> Alternative sort
Select the item
containing the
alternative sort
sequence
Note that the alternative
sort item must be in the
same folder as the list
of values.
C t Alt ti S t C td
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Create Alternative Sorts- Contd..
Item Classes Tab> New Item Class> Alternative sort
Select the items that
use this item class.
If you do not select the
items using the item
class, you will need toapply the item class to
specific items later.
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Summary folders are a representation of queried data that hasbeen saved for reuse.
Created to improve query response time for end users.
Query is improved because the query accesses pre-aggregatedand pre-joined data rather than accessing the database tables.
Summary Folders
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Q & A