discoverer presentation
TRANSCRIPT
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ORACLE DISCOVERER
- Syam
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ORACLE DISCOVERER
1.Oracle Discoverer is an intuitive ad-hoc query, reporting,
analysis and Web publishing toolset that gives business users immediate access to
information in databases.
2.Oracle Discoverer is a great business intelligence tool because it
enables users to analyze data in an ad hoc way. Instead of relying on IT specialists to
pre-define queries and reports, Discoverer users can choose the data to analyze and
can continue manipulating results until they have the necessary information to take
business decisions.
3. Oracle Business Intelligence Discoverer also enables users to sharethe results of their data analysis in different formats (including
charts and Excel spreadsheets).
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Difference between Oracle Discoverer and Oracle Reports
Discoverer is a point and click,
drag and drop user interface that
the End user can use
Discoverer generates a much
more interactive report. The reportuser can drill on predefined
hierarchies, reorder columns,
choose different sorting, change
the axis of a field
User Friendly and interactive
report apt for functional people
Oracle Reports requires some
programming
Oracle Reports generates static
reports.
Static Report apt for technical
people
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Discoverer Components
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Components Description
Discoverer Administrator
To create and maintain a business oriented view of relational data.Discoverer Desktop
To create new worksheets and analyze data from relational
data sources
Discoverer Plus
To create new worksheets and analyze data from both relational and
multi-dimensional data sources across the Web
Discoverer Viewer
To analyze the data in worksheets created in Discoverer Plus and Discoverer
Desktop. End users can personalize worksheets (e.g. by repositioning items) andsave their changes.
Discoverer End User Layer (EUL)
It is a repository for storing and retrieving definitions of objects used when
querying relational data sources. It lies between the User Edition and thedatabase
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Data sources
Relational Data Source
Relational data sources are typically organized in tables composed of columns and
rows that contain data values.
Multi-dimensional data sources
Multidimensional data source is optimized for analyzing large amounts of data
that is organized by one or more dimensions.
These multidimensional data structures are often referred to as cubes.
Such data sources are sometimes called data warehouses, or online analytical
processing (OLAP) data sources.
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How does Discoverer work
Users requests for information from the database are in the form of worksheets.
When a user creates or opens a worksheet, Discoverer:
Converts the worksheet into the corresponding SQL statements (e.g. by
converting folder names and item names to table names and column names
respectively)
Sends the SQL statements to the database
Displays the result set that is returned from the database
In the case of Discoverer Plus, Discoverer Desktop and Discoverer Viewer, theSQL statements are routed to the database
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Discoverer Administrator
Task Performed in Administrator edition
Create Business AreaA business area is a logical grouping of information from database tables or
views. Within a business area, you create:
Folders -- based on tables and views.
Items -- based on columns.
Create Folders
Simple folder
Custom FolderTo build Queries and to create Lovs
Complex Folder
Create Item Class
Item, is a representation of a database table's column. An item class is a group of
items that share similar attributes
Create Join
A Join relates two folders using one or more common items.
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Create Calculation
Calculated items enable Discoverer end users to apply business
calculations to the data.
Create ConditionConditions filter worksheet data, enabling Discoverer end users
to analyze only the data they are interested in.
Create Hierarchy
Hierarchies are default drill paths between items that is definedin Discoverer Administrator.
There are two kinds of hierarchy:
item hierarchies
date hierarchies
Access Privileges and Security and Registering a Function
Access permissions determine who can see and use the data in
business areas.
Task privileges determine the tasks each user or role is
allowed to perform.
Backend Function has to be registered in Admin edition
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Configuring the Oracle Applications user Connect dialog
Connect to applications EULs
Choose this option to allow you to connect to Oracle Applications EULs, but
not standard Discoverer EULs.
Connect to both standard and applications EULs
Choose this option to allow you to connect to both Oracle Applications EULs
and standard Discoverer EULs.
How to start Discoverer Administrator
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Step1. Log on to Respective Instance
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Step2. Select Respective Responsibility
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Step3. Select Open an Existing Business Area
In that select the Respective Business Area
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To Create Custom Folder
Step 4. Right Click on Respective Business Area (for eg BB HRMS Reports)
Select New Custom Folder
In the Window that got opened Paste the main Query.Name the Folder with correct Convention.
Validate SQL, after getting the message
Click OK.
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Creating LOV Custom Folder
Step 5. Right Click on Respective Business Area (for eg BB HRMS Reports)
Select New Custom Folder
In the Window that got opened Paste the LOV Query.Name the Folder with correct Convention.
Validate SQL, after getting the message
Click OK.
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Creating Item Classes
Step 6.1 Go to Item classes tab
Right click on Respective Business Area (for eg BB HRMS Reports)
And select New Item Class, one window opensIn Item class wizard: step1 check List of values and click next
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In Item class wizard: step6.2 drag down and select Respective LOV and Field
(for eg: LV_activity type->Name) and click next
In Item class wizard: step6.3 click next
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In Item class wizard: step6.4 give name as Respective LOV (for eg: LV_activitytype)
and description as Respective LOV (for eg: LV_activitytype) and click finish
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Step6.5 How To attach Item class.
Select the item for which the item class has to be attached here its Applicant
Nameright click select appropriate item class.
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Creating a Join
Step 7 :
Right Click on Item Dummy Choose New Join
Select the Item that you want to be the Master Item.
Select the folder that contains the detail item from the drop-down list.The detail item can be in a folder in either the same business area as master
item, or in a folder in a different business area.
C ti C diti
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Step 8:
Right click on Item select new condition choose Create Calculation...,
or an existing Condition (choose Select Condition.. )
Set Type to eitherRequired orOptional. If Condition is to be case sensitive, tickMatch Case, otherwise, clear it.
Creating a Condition
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Access Privileges and Security
Security :
1 . How to specify a user or role (responsibility) that can access a business
area
1.1 Choose Tools | Security and select the "Security dialog: Business Area - >
User tab".
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2. How to specify the business areas a user or role (responsibility) can
access
2.1 Choose Tools | Security and display the "Security dialog: Users - > Business
Area tab".
Discoverer task privileges
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Discoverer task privileges
The Privileges in the Admin Edition are set to define what a user can do / access
in the user Edition/Admin Edition for a defined Business Area.
1 . Task privileges is to specify whether a Discoverer end user/role (responsibility) is
able to: say create new worksheets or edit existing ones, grant access to workbooks to
other users etc in admin as well in user edition
1.1 Choose Tools | Privileges and select the " Privileges dialog: Privileges "
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2 . How to specify a Task privilege To Multiple User/Roles
2.1 Choose Tools | Privileges and select the " Privileges dialog: User/Roles "
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Registering a Function
Step 1. Select Tools -> Register PL/SQL Function and Select New
Give the respective function name eg GET_GRADE_MONTHS
in the Function Name, Display Name, Description and Identifier.
Owner as Schema name (eg APPS)
Give the Package name to which it belongs in the Package
(If the Function is independent leave the Package name as
blank.)
Database link as Default database
Give the function return type in Return Type Check the Available in User Edition
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Register PL/SQL Function
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Step 2.Click Arguments tab and Click new
Give the function Parameters details in the order in the which they are
passed to the function.
Give the Parameter name in Name, Description and Identifier
Give the Parameter type in the Data Type field Select Required radio button if that is a Mandatory Parameter else click
Optional.
Add all the Parameters one after the other as described above.
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How to start Discoverer Desktop
Step1. Log on to Respective Instance
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Step2. Select Respective Responsibility
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What are workbooks
A workbook is a collection of Discoverer worksheets. Workbooks are essentially documents containing query definitions.
Discoverer end users can store their workbooks centrally in the database
also store workbooks on their own PC
Step 3 Creating a Workbook
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In the Discoverer Desktop Edition the user creates a workbook
from the Business Area after defining the required folders and items within them.
Step 3. Creating a Workbook
and formatting options are set to create the report in the workbook.
One workbook may consist of multiple worksheets each defining
different aspects of a particular report.
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Step 3.1 Opening an Existing Workbook
3.1.1 My Computeropens a dialog box for selecting a workbook stored on your
local computer
3.1.2 Database opens a dialog box for selecting a workbook stored as
part of a specific database.
3.1.3 Scheduling Managerdisplays a list of workbooks previously scheduled to
run at a certain times
3.1.4 Recently Used List shows the workbooks youve previously opened
Workbook Window
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Workbook Window
Table Layout
Four Types of Display :
Table and Page-Detail Table
Crosstab and Page-Detail Crosstab
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Task Performed in Desktop/User edition
Creating Parameters :
Parameters are placeholders used instead of specific values in the definition of a
condition.
Creating Calculations :
Calculations are used to analyze the data in your worksheets.
Creating Conditions :Conditions filter worksheet data, enabling Discoverer end users
to analyze only the data they are interested in.
Creating sort :
Sorting arranges text data in alphabetical order and numeric data in numericalorder.
Creating Parameters
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Creating Parameters
Choose Tools | Parameters and ClickNew
For I tem- select the item for the parameter from the drop-down list. The list shows
the items currently available to the worksheet
Let User Enter Mul tiple Values- select this option if you want the person using
the worksheet to be able to select multiple values for the parameter when loading
the worksheet. If this option is not selected, the person can choose only one value
for the parameter.
What is the value of this parameter if it is used in more than one sheet?allows
you to create the Parameter either at Workbook level or Worksheet level.
Click Allow only one value for all Sheetsto make the parameter value cascadeacross all worksheets in the workbook.
Click Allow a different value in each Sheetto make the parameter value apply to the
current worksheet only.
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New Parameter Dialog Box
C ti C l l ti
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Creating Calculations
Choose Tools | Calculations and ClickNew.
Function Categories - you can build calculations using a pre-defined set of functions
arranged into the categories.
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Creating Conditions
Choose Tools | Calculations and ClickNew.
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To create an advanced condition:
On the Edit Condition dialog box, click the Advancedbutton.
the dialog box expands to show buttons to add and delete lines to the condition,
and to include the Boolean operators (AND, OR, NOT).
Creating Sort
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Creating Sort
Choose Tools | Sort and click Add
Lo to H iA to Z for text; increasing for numbers (e.g., 1 to 10).
Hi to LoZ to A for text; decreasing for numbers (e.g., 10 to 1).
GroupThe manner of grouping and displaying sorted data. Click the drop-down
button in the Group box and choose one of the options:
Group Sort- Data is sorted within each group. The group name appears once at
the beginning of the grouped data.
Page Break- Mainly for printing reports, this option starts a new page at the start
of each new group. The group name appears at the top of the page.
Hidden- Sub-group the data at the next hierarchical level, but do not display the
sub-grouped item.
LineThe thickness of the line separating the data groups. Click the drop-down
button in the Line box and choose a line thickness.
SpacesThe number of cell spaces between groups.
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Sort Table Dialog Box
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Other Formatting Functions :
1. Exception :
Click Format - Exception
F i W k h Ti l
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Formatting a Worksheet Title
To reformat a worksheet title:
1. Choose Sheet | Edit Title.
2. Adding Text Variables to Titles
* Click in the title where you want to add a text variable.
* Click the Insert button.
The Insert menu shows the text codes that you can insert in the title
* Select the text code from the menu ,the code is added at the pointerlocation in the title
S i S i
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Security and Sharing Workbooks
Click File> Manage Workbooks -- > Sharing
A. Giving a Workbook Access to Multiple users and Roles/Responsibility
B. Giving a User to Access N number of Workbooks
AB
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How to save a Workbook in database fig a.
A unique identi f ieris defined for this workbook and this is the
identifier for configuring the report in Oracle Applications Fig b
Fig bFig a
R i t i Di R t i O l A li ti
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Registering Discoverer Report in Oracle Applications
Oracle Applications SetUps
Go to the System Administrator/Application Developer responsibility
in Oracle Applications Menu ->Functions
Step1. Create a Function for executing the report.
St 2 S l t th t f f ti SSWA PL SQL f ti
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Step 2 : Select the type of function as SSWA PL SQL function.
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Step 3. The parameter for the function is selected as workbook= .
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Step 5 : In the Web HTML tab enter the HTML Call as OracleOasis.RunDiscoverer
against the respective Function name.
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Add the Sub Menu to Menu
Step 1.
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Add Function to Sub Menu
Step 2.
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Step 2.1
Discoverer Viewer
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To analyze the data in worksheets created in Discoverer Plus and Discoverer
Desktop. End users can personalize worksheets (e.g. by repositioning items) and
save their changes.
Fig a
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Fig b
Upgrading to 10g
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Upgrading to 10g
Discoverer 4i' sautomatically-generated SQL statements tended to be very
long, and would result in extremely heavy database queries, which in turn
would return massive datasets, weighing down your application server.
The Discoverer 10grelease has an automatic SQL trimming feature that
intelligently removes unneeded columns
Workbooks take hours to run in 4i
There is significant improvements in the responsiveness of workbook
queries in 10 g