Oracle Discoverer 4.1Training Session

Diane Turner

Sales Executive

ASSIST

Agenda

� Introduction� What is Discoverer?� Business Drivers� Types of Users� Components and Concepts� Discoverer and Oracle Applications� Discoverer Plus� Discoverer Administration� Conclusion of Seonssi

Introduction

� Financial reporting drivers� Every organisation has different reporting

requirements� Organisations typically use 15% of the

supplied reports� Other 85% become new reports or

modifications to existing reports

� Time, Expense, Bottleneck, Upgrade Problems

� Solution � Business Intelligence SolutionOracle Discoverer

What is Discoverer?

� Easy-to-use Graphical Business Intelligence Tool for:* Ad-hoc Queries* Pre-formatted Reports* Analysing and Exploring Data* Sharing, Disseminating and Publishing

Information

Business Drivers

� Business Drivers for Using a Business Intelligence Tool:* Reduce Reliance on IT Staff and

Consultants* Adapt Quickly to Changing

Organisation* Analyse All Information* Easily Report and Explore Information* Easily Disseminate and Share

Information

Types of Users

� Management* CEOs* CFOs

� Line Management* Team Leaders* Section/Division Managers

� Operational Staff* Clerical Staff

� Different types of users have different requirements

Components of Discoverer

Data Warehouse / Data Mart / OLTP

End User Layer(TM)

(Business Abstraction Layer)End User Layer(TM)

(Business Abstraction Layer)

DiscovererPlus

DiscovererPlus

AdministrationEdition

AdministrationEdition

ViewerEditionViewerEdition

Components of Discoverer

Web Browser----------------

Discoverer Viewer

Web Browser----------------

Discoverer Viewer

Discoverer ServerDiscoverer Server

Database

End User Layer(TM)

(Business Abstraction Layer)End User Layer(TM)

(Business Abstraction Layer)

Discoverer Concepts

� Business Areas* Grouping of Related Information* Contains Information from

Database Tables or Views* Business Group Focus

Accounts Payable AP ClerksHuman Resources HR Staff

Help Desk IT Staff Finance CFO

Discoverer Concepts

� Folders* Grouping of Related Data Items* Simple or Complex* Joins, Conditions, Calculations,

Formatting, Hierarchy Structures

Accounts Payable AP Clerks

Vendors Vendor Addresses

Invoices

Discoverer Concepts

� Items* Folders are Composed of Items* Map to Database Columns * Can be Derived eg. Calculation

Vendor IDVendor NameVendor TypeCredit Limit

Bank Acct NameBank Acct Number

Bank Acct Type

Vendor NameAddress Line 1Address Line 2

CityState

Postcode

Invoice IDVendor ID

Invoice AmountAmount PaidInvoice Date

Goods Received Date

Accounts Payable AP Clerks

Vendors Vendor Addresses

Invoices

Discoverer and Oracle Applications

� Applications Mode EUL Required� Oracle Applications 10.7, 11, 11i Supported� Oracle Discoverer 3.1.28+� Steps:

* Database User to Own EUL* Launch Admin Edition* Configure Connection Information* Create an Apps Mode EUL

Discoverer and Oracle Applications

� Choices for Creation of Business Areas* Build them from Scratch* Buy Oracle Financial Intelligence (Part

of OBIS)* Buy Third Party Business Areas

Discoverer Plus

� How to:* Create a New Ad-hoc Query* Format a Query* Edit a Query* Analyse Information

� Add a Simple Condition� Add an Exception� Perform a Drill� Analyse Information Graphically

Discoverer Administration Edition

� How to:* Build a Business Area* Add Folders to the Business Area* Create Folder Joins* Add an Item Class* Create a Complex Folder* Add an Item Hierarchy* Apply a Date Hierarchy

Conclusions

� Standard reports only meet a percentage of requirements

� Look at strategies to empower users to do on demand reporting and analysis

� Business Intelligence provide this and:* Save Time* Save Money* Provide Greater Flexibility as Org Changes* Easier to report and analyse* Easier to disseminate and share information