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Training On

Oracle Discoverer Desktop/Plus

Oracle

Discoverer

A Presentation by EAS Oracle Applications

Oct 2003


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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 businessprofessionalview 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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Think of a workbook as a three-ring binder filled with specificdata for specific tasks.

The workbook has pages, or worksheets, that contain data forthe specific tasks.

For example, if the workbook is for sales and profit data, oneworksheet in it might be a table listing your profit for sales versus

rentals. Another worksheet might be a comparison of your profitover the last two years by sales region.

To simulate with Excel, Excel file is Workbook and Sheets in theexcel file are Worksheets

Workbook & Worksheet


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Building Workbook/Worksheet

The basic steps to create a new workbook or worksheet areas follows:

Navigation

File > New

RequiredSteps

Select the type of display for the new worksheet orworkbook.

Select the data that belongs on the worksheet or in theworkbook.

OptionalSteps

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.


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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 itemDepartment.

b. Top Axis. This top axis contains two data itemsYear and Profit.

c. Side Axis. This side axis also contains two data itemsRegion 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 sample

report


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Aggregations

Mathematical functions to aggregate the data

Text Items- Such as Customer Name, thetypical aggregations are Count, Max, and Min.That is, you can count the number of textitems, or find the highest or lowest (whereA

might be the highest and Zthe lowest).

Numeric Data- The typical aggregations areSum, 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 thedefault.

The database administrator sets whichaggregation is the default.


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Arranging Layouts

Move the items on theworksheet to displaythem in the propercolumns, rows, andpage axes.

It is the same basicprocess as on theworksheet itself; thatis, drag the item to anew position on theworksheet.

Arrange the columns inthe given layout forsample table


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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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Data Sorting- Crosstab Layout

The way to maintain thedata relationships is to

Sort data on the left axisrelative to a specificcolumn on the top axis, or

Sort data on the top axisrelative to a specific rowon the left axis.

Items in a crosstab canonly be sorted by

datapoint.Apply sorting type in thesample report for tabularlayout


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Calculation

Calculations definedfor the items added tothe Selected list

appear in the finaldialog box.

You can select thecalculations as part ofthe new worksheet orworkbook, or create

new 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.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 twosums 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 andbackground color of a column.

d. Page Axis, e. Top Axis, f. Left Axis- Represent the datain your database that have a relatively few, discrete valuesassociated with them.

g. Data Points-Data in the body of the worksheet. Data

points are the data that you want to use for analysis purposesor to see listed on a table.

h. Worksheet Tabs Click to open or view the variousworksheets in the workbook. You can rename these tabs.

i. Tab Scroll Buttons

j. Page Scroll Bar (Horizontal)


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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 thescreen, it extends off the edges of the screen. Click the scrollbars to see the rest of the worksheet.


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Formatting Worksheet Title

You can edit all aspects of thetitle, including the name, text,color, style, and so on.

A special editing feature lets youinsert text codes that

automatically add certain types ofdata to the title (Eg. WorkbookName, Sheet Name, Date, Time,Page Number, Total Pages etc.)

You can also put a bitmap image(say Company Logo) in the title.


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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 Title

a 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 Data

Add graphic bars

to 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 eachcells 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 tables

and 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- Types

Graph> Show

Select the type of graphyou want to display yourdata.

An example of the graphtype you have selected is

displayed at the left.


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Graphs- Titles and Legends

Graph> Show

To 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> Show

Compare the optionsshown in the figure


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Drilling with Drilling Dialog Box

Double Click on individual Cell

Use the Drill dialog boxto drill up and downfrom columns and rowson the tables andcrosstabs

To related items onthe worksheet or torelated items onanother worksheet.

a. Drill options.

b. Where to drill from.c. Where to drill to. A

down-arrow indicates adrill-down. An up-arrow indicates a drill-up (or collapse).


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Drill Options

Double Click on individual Cell

Click the Optionsbutton on the Drilldialog box to open the

Drill Options dialog.

Used to specify howdrills are performed


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Exception to Data

Right Click on Cell

A typical analysis task is tofind numerical data thatmeets or exceeds aparticular amount

In sample report, inv_qtyless than 80 are highlightedas exception


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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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Totaling Numeric Data

Tools > Totals

Totals tool automaticallyplaces the summations atthe appropriate positionson the display.

The dialog box is usedUsed to apply totals toselected item(s).


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Totaling Numeric Data- contd..

Tools > Totals > Edit

Create a total for the datayou choose and place it inthe worksheet


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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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Percentages

Tools > Percentages

This dialog displays a listof various options of thepercentage calculation


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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 in

other 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 areports 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 whocan share one of yourworkbooks.

Assign one or moreworkbooks that one other

person can share with you.


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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 boxbased on the value set in the option Retrieve data incrementally ingroups 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 ofincrementally (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.


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Refreshing the Worksheet

Refreshing a worksheet re-queries the database and displays theworksheets data based on any new data.

A primary use of refreshing a worksheet is when youre 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

Parameters dialog box enablesyou to define Parameters, which

are placeholders used instead ofspecific values in the definition ofa condition.

You can create Parameters at twolevels:

1. Workbook level - Here, the

Parameter applies to allworksheets in your workbook.

2. Worksheet level - Here, theParameter applies to the currentworksheet only.

Tools> Parameters


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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 and

activated.

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 default

formatting 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 default

Gateway 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 User

Layer).

Check with your databaseadministrator for the correct EULto select.

Tools> Options

C d i O i


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Command Line Options

You can run Discoverer from the command line and perform alimited 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 /connectme/mypassword@mydatabase

Where me is your Discoverer ID,

mypassword is your Discoverer password,

mydatabase is the Oracle database to which you want toconnect

SQL St t t f W k h t


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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

SQL St t t f W k h t


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SQL Statement for Worksheet

The Plan tab displays the OracleServer Execution Plan chosen by theOracle Server for a query request.

The Execution Plan defines thesequence of operations that theOracle Server performs to execute theSQL statement.

View> SQL Inspector> Plan

I ti SQL


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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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