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Whats is Discoverer ? Key Terminology in Discoverer Responsibilities of the end-user An overview of Discoverers components Discoverer Architecture Drawback of Discoverer older versions What is new in Discoverer 10g Discoverer Administration Discoverer Desktop
Oracle Discoverer provides end users easy access to data and allow them to do data analysis and set-up ad-hoc queries. Discoverer is the reporting and analysis tool, which Provides quick development environment to develop Data Warehousing & Business intelligence reports Discoverer is a point and click, drag and drop user interface that the end users can use Discoverer allows functional people to create their own interactive reports
Key Terminology
Interface to database Grouping of Tables Group of worksheets
Tables Columns Rows Queries
data available to you, if you dont know which folders contain the data and what the end result is that you are trying to achieve.
Therefore before you begin to explore the power of
Discoverer Components
Discoverer Architecture
Reporting Enhancements
Parameter enhancements
Cascading parameters Optional and Mandatory parameters Support for keywords and tokens
Exception handling
Conditional formatting (formerly Exceptions) Stoplight formatting
Reporting Enhancements
Greatly enhanced Viewer capability
Save
If enabled you can save changes This depends on individual privileges Print to PDF Export to PDF
Discoverer Administrations
Role of Admin EUL creation Importation of database tables Ordering of folders and items How to check folder and item properties The use of item separators Creation of alternate sorts Creation of complex folders Creation of hierarchies Creation of new calculated items Security and Privileges Scheduling Workbooks Import and Export of Discoverer items
Source to Destination
do. We are going to take a set of data definitions from a source database and convert that into a new set of definitions a Discoverer business area
Source Oracle database, containing 12 tables Destination A star schema, better for Discoverer
Source
Destination
EUL
is a Metadata repository for Business areas, folders and items on which Discoverer workbooks or reports based on.
The EUL is a set of database tables that contain information (or 'metadata') about the other tables and views in the database. Note: A database can be Oracle, Oracle Applications or any RDBMS.
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Logging On
EUL Message
We dont have an EUL right now, so Discoverer gives the following message:
Creating
When prompted, click Create an EUL
EUL installed
Business Areas
related information with a common business purpose. Using Discoverer Administration Edition, you can tailor the grouping of data to provide users with the proper access to the precise data they need for ad hoc query, decision support, and presentation of results.
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Business Areas:
Business Areas
Meet the specific data needs of the users Usually contain data from several different tables or views Have tables or views and their associated columns mapped to folders and items respectively Can contain many simple folders and complex folders
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Business Areas
Continued
May contain folders from one or more physical databases Include conditions, joins, calculations, formatting, hierarchy structures, and other custom features
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3.
Objects imported
After the business area has been imported, we need to check a few things:
The order of the folders The names of the folders The names of the items The order of the items Lists of values
Joins
Left click on the folder that you want to move and hold the mouse button down
2.
Move the mouse cursor to the location where you would like this folder to be
Wait until Discoverer highlights the destination folder
3. 4. 5.
the database, you will find that the name of the table is not user friendly
Rename all non user friendly folder names
In our case, the folder names are ok so I will not
change them
the database, you will find that the name of the item is not user friendly
Rename all non user friendly item names
In our case, the item names are cryptic so I will change
them
Gs Customer
Change Custid to Cust ID
Gs City
Change Name to City
users easier Move metrics to the top, followed by descriptor items, dates and finally non essential identifiers Finally, insert item separators
Left click on the item that you want to move and hold the mouse button down
2.
Move the mouse cursor to the location where you would like this item to be
Wait until Discoverer highlights the destination item Release the mouse button The item will now move to the new position
3. 4. 5.
Right click on the name of the folder into which you want to insert an item separator From the pop up menu, select New Item Discoverer opens the New Calculation dialog box Give the item a separator Name such as: *** M e t r i c s *** In Calculation use NULL Click OK to complete the calculation Move the item to its correct position
Default Position
When Discoverer imports data items from the database it automatically assigns the position of the items as follows:
Dates Top
Integers Top
Numbers with decimal places Data Point Strings Top
Right click on the item whose position you want to change From the pop up menu, select Properties
3.
Single click in the field called Default Position Your options are Data Point, Page, Side, Top, Top or Side
Change the position When done, click OK
4. 5.
Default Format
When Discoverer imported the data items from the
Integers 9999999999
Numbers with decimal places 999999D99 Strings As defined in the database
for better mathematical accuracy To increase the number of places before the decimal to allow for summations To insert comma separators To truncate dates To format dates as MM/DD/YYYY
And many other reasons.
change
2. From the pop up menu, select Properties 3. Single click in the field called Format 4. Change the format 5. When done, click OK
Formats to change
We will change the following:
Cost Price and Selling Price From 999999D99 to Order Qty and Ship Qty From 9999999999 to Inserted a leading zero
999999990D99
99999999990
In the Admin edition, click on an item with a LOV Open up the lists of values for the item by clicking on the + along side the item name
3.
Discoverer will give you a warning that this could take a while. Ignore this and continue see note below.
Confirm that the LOV is ok
4.
Note: you should always open up a list of values in the admin edition before releasing to a user. This prevents the user seeing the warning message that opening up could take a while
The most common errors that occur with LOVs and how to fix them:
1.
Increase the time out limit Use another data item to create the LOV
2.
Alternative sorts
Sometimes, when we look at a list of values, we will see
following:
Another available 1:1 item in the same folder, or
Required order
January February March April May June July August September October November December
Click the Item Classes tab Expand the list of item classes Locate the list of values that needs the alternate sort Right click on the LOV and from the pop up menu, select Edit Item Class
The tables and views loaded into a Business Area. Folder Types - Simple, Complex and Custom Items The Columns within a Table or View
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Single click on the business area such that the business area name is highlighted Right click on the highlighted name Discoverer will pop up a context menu From the context pop-up menu, click on the type of folder you want to create
Note:
an alternate way to step 2 is to select Insert | Folder from the menu bar
Rename Calendar Date, Fiscal Month, Fiscal Qtr and Fiscal Year to be more user friendly
Joins
A Join relates two folders using common items. The Joins affect the combinations of items that can be selected during the following operations: 1. Creating a worksheet in Discoverer Plus. 2. Creating a Complex Folder in Discoverer Administration Edition.
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Conditions
Conditions filter worksheet data, enabling Discoverer end users to analyze only the data they are interested. Conditions are applied to the folders or items
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shared with the original items Joins are not copied, they must be created manually
Item Classes
Groups of items that share similar properties Used to enable the following: List of Values Alternative Sorts Drill to Detail links
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A calculated item is an item that uses a formula to derive data for the item
Hierarchies are default drill paths between item that you define in Discoverer Administrator There are two types of Hierarchy in Discoverer Administration Edition: 1. Item Hierarchies 2. Date Hierarchies
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Hierarchies
A hierarchy allows a user to drill within the data. Typically we use 1:N relationships to define hierarchies.
There are two types of drill: 1. Rolling Up: This expands a query by allowing a user to include data from a higher level of the hierarchy 2. Drilling Down: This expands a query by allowing a user to include data from a lower level In both types, Discoverer may re-query the database
Hierarchy workflow
Click Hierarchies tab Right click on business area to use Select New Hierarchy from the drop down list Wizard step 1 - check appropriate hierarchy type Click Next Wizard step 2 - locate and open folder containing the items
Hierarchy workflow
7. 8. 9. 10. 11.
Select the lowest level drill item and place in right hand side Select next items, in order When all items selected, click Next Wizard step 3 - give a meaningful name to the hierarchy Click Finish
Discoverer lists all of the folders that were used to create the complex folder It also displays all of the items in the original folders, irrespective as to whether they were used in the complex folder This allows you to build new items on any item from the original folders, not just on the items in the new complex folder
Scheduling Workbooks
Workbook scheduling is useful in the following situations: The user has created a report that could take a long time to run - they can submit the report to run overnight and view the result in the morning. The user wants to create a report that needs to be updated at regular intervals.
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One of your most important tasks, as a Discoverer Administrator, is defining the access permissions and task privileges allowed for each user or role. 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.
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Exporting and Importing Business Areas Discoverer Administration Edition enables you to export/import a business area to a file. This can be useful when copying business areas between EULs or when archiving data.
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Discoverer Desktop/Plus
Data Listing Reports
Cross-Tabulation Reports (Pivot Tables) Graphs & Charts
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Specify Totals and other Calculations (Optional) Specify Sorting (Optional) Specify Run-Time Parameters (Optional) Run Report
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Successful connection
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Create/Open a Workbook
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Workbook Wizard
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Selecting Items
Select the
Business Area Scroll through list of folders Expand a folder to see its items
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and move them to the Selected side by clicking on the right arrow
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Conditions
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Conditions, contd
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Conditions, contd
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Calculations
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Calculations, contd
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Table Layout
Click and drag headings to desired order
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Sorts
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Results
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Formatting
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Parameters
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Parameters, contd
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Saving a Workbook
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Opening a Workbook
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Sharing a Workbook
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Exercise
1. 2. 3.
4.
5. 6. 7.
Connect to Discoverer Admin. Create one Business Area Create one simple , one custom and one complex folder Create some Joins within the folders Connect to Discoverer Desktop Create a simple report by using the above folders Add some conditions and parameters for the report.
8.
9.
Theres lots you can do! Discover the data with DISCOVERER!
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Q&A