Discoverer Desktop
Oracle Discoverer Desktop
What is Discoverer Desktop
Oracle Discoverer Desktop/Plus is a data access tool.
You use it to view the information in your company’s databases.
The whole purpose of Discoverer is to help you—the business professional
—view the data you want from a database,
analyze it to support your business decisions, and create reports to keep track of things.
How Discoverer Desktop Works
We use it to view the information in your company’s databases.
The whole purpose of Discoverer is to help you — the business professional
—view the data you want from a database, analyze it to support your business decisions,
and create reports to keep track of things.
View data in a familiar format that is easy to read and understand.
Prepare reports of your analytical results and findings. Share data with others, and in other applications (such as Excel).
The Discoverer Method of Data Access
Your company’s Database Administrator identifies all
the data needed by separate business areas
—accounting, human resources, sales, manufacturing, projects, finance, and so forth.
The Database Administrator then organizes
the data for each business area.
Workbooks in the business areas contain the specific
data needed for your various analysis tasks.
Connectivity
Normal Mode
Apps Mode
Workbook Window :
The workbook window is where you will do most of your work with
Discoverer Desktop. It shows the data in the workbook.
Four Types of Display (Layout)
Table
Page-Detail Table
Crosstab
Page-Detail Crosstab
Layout Details
Table Layout
The most familiar layout for data, a table, lists data in rows and columns.
Typical data for tables includes lists, such as a mailing list of customers
sorted by zip code or customer name, lists of income or profit from various
departments, lists of products sorted by part number or part name, and so on.
Table Layout with Page Details
A table layout with page details is a table with multiple pages of data, where
each page shows various portions of the data in detail.
You set the criteria for displaying portions of data in order to see exactly what
you want on each page.
Usually you use this type of layout to study data details in a specific, recurring
way. For example, in the Video Store data you may always want to see
monthly profits per region. In that case, each page would show one region’s
profits each month.
Crosstab Layout
A crosstab, short for “cross-tabulation,” relates two different sets of data
and summarizes their interrelationship in terms of a third set of data.
Every crosstab has at least three dimensions of data—rows, columns,
and data points.
In Discoverer, crosstabs can show the interrelationships between many
dimensions of data on the various axes.
A crosstab layout has three axes: side axis, Because each axis can hold
several data items, a crosstab can display many dimensions of data.
Page Detail Crosstab Layout
A page detail crosstab layout is a crosstab with multiple pages of data,
so you can group the data on separate pages.
You set the criteria for displaying portions of data in order to see exactly
what you want on each page,
Crosstab Layout with Page Items
(a) Page Axis.
In this sample it contains a single data item--Department.
(b) Top Axis.
This top axis contains two data items--Year and Profit.
(c ) Side Axis.
This side axis also contains two data items--Region and City.
Axis Items
The page axis, top axis, and left axis on the workbook window
represent the data in your database that have a relatively few, discrete values associated with them.
Axis items represent data that you can pivot on a crosstab worksheet or that can be column headings on a table
When creating a new worksheet, you identify the data that become axis items.
Data Points
The data points of a table or crosstab are the data in the "body" of the worksheet.
Data points are the data that you want to use for analysis purposes or to see listed on a table.
v Think of a workbook as a binder file with specific data for specific tasks.
v The workbook has pages, or worksheets, that contain data for the specific tasks.
v For example, if the workbook is for sales and profit data,
one worksheet in it might be a table listing your profit for sales versus rentals.
Another worksheet might be a comparison of your profit over the last two years by sales region.
v To simulate with Excel, Excel file is Workbook and Sheets in the excel file are Worksheets
Building Workbook/Worksheet
The basic steps to create a new workbook or worksheet are as follows:
Navigation
File > New
Required Steps
v Select the type of display for the new worksheet or workbook.
v Select the data that belongs on the worksheet or in the workbook.
Optional Steps
v Arrange the data on a table or crosstab layout.
v Sort the data (for tables only).
v Select conditions to apply to the data.
v Select calculations to apply to the data.
Open an existing Workbook
Open an existing workbook will prompt you to open from
v My Computer
v Database
v Scheduling Manager
v Recently Used List
Selecting The Data
This dialog box lists the data in the business area that you can use to build the new worksheet.
To include data on the new worksheet, you move it from the Available column to the Selected column.
Select relevant columns from the table for sample report
Aggregations
Mathematical functions to aggregate the data
Text Items- Such as Customer Name, the typical aggregations are Count, Max, and Min.
That is, you can count the number of text items, or find the highest or lowes
t (where A might be the highest and Z the lowest).
Numeric Data- The typical aggregations are Sum, 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 the default.
The database administrator sets which aggregation is the default.
Arranging Layouts
To change the layout of items in your worksheet click and drag them to the desired location
Conditions
Press button ‘New’ to add conditions.
Our sample report does not have any conditions.
Data Sorting- Tabular Layout
v Specifies how data in the current table should be ordered.
v This step only applies to tables.
Apply sorting type in the sample report for tabular layout
Calculation
v Calculations defined for the items added to the Selected list appear in the final dialog box.
v You can select the calculations as part of the new worksheet or workbook, or create new calculations.
Calculation- Contd..
v Used to define a new calculation or edit an existing calculation.
v Use this window to create or edit Items using EUL elements, Functions, and Operators.
Calculate total price in Sample Report
Workbook Window
a) Tool Bar
b) Analysis Bar
c) Formatting Bar
d) Page Axis
e) Top Axis
f) Left Axis
g) Data Points
h) Worksheet Tabs
i) Tab Scroll Buttons
j) Page Scroll Bar (Horizontal)
k) Page Scroll Bar (Vertical)
. Tool Bar- To use Discoverer’s 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 two sums 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 and background color of a column.
d. Page Axis, e. Top Axis, f. Left Axis- Represent the data in your database that have a relatively few,
discrete values associated with them.
g. Data Points- Data in the “body” of the worksheet. Data points are the data that you want to use
for analysis purposes or to see listed on a table.
h. Worksheet Tabs— Click to open or view the various worksheets in the workbook
. You can rename these tabs.
i. Tab Scroll Buttons
j. Page Scroll Bar (Horizontal)
Tab Scroll Buttons- Click to scroll through the worksheet tabs in the workbook
j.k. Page Scroll Bar- If the worksheet is larger than the screen, it extends off the edges of the screen.
Click the scroll bars to see the rest of the worksheet.
Edit Title- Text
v Use this step to Format Worksheet title text
a- Text style and alignment options.
b- Text color and background color icons.
Right Click> Edit Title
Edit Title- Bitmap
v Use this step to Format Worksheet title Bitmap
Right Click> Edit Title
Grouping
l Group by Org_id
l Drag the item to be grouped and place it at the page items
Bars to Numeric Data
Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison
of the relative amounts displayed.
Example in screen print:
Larger the Ordered quantity, the larger the graphic bar
Adding Bars to Numeric Data
Clicking ‘Show Graphic Bars’ displays a bar indicating each cell’s percentage of the total value for that column.
Setup in this window also specifies how numbers should be displayed. Depending on the category you choose
Format > Data
Presenting Data in Graphs
Discoverer Plus can convert tables and crosstabs to graphs or charts
Graphs and charts of tables and crosstabs are especially effective for presentations of results
Graphs- Types
Select the type of graph you want to display your data.
An example of the graph type you have selected is displayed at the left.
Graph> Show
Graphs- Titles and Legends
To add titles to the graph, enter them in the appropriate boxes.
To add a legend to the graph, click Show Legend.
To format the axes labels, click the formatting button next to each feature to
see the Font dialog box for that element.
Graph> Show
Running Discoverer Workbook
Use this step to Format Worksheet title Bitmap
Right Click> Edit Title
Grouping
Group by Org_id
Drag the item to be grouped and place it at the page items
Bars to Numeric Data
Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed.
Example in screen print:
Larger the Ordered quantity, the larger the graphic bar
Adding Bars to Numeric Data
Clicking ‘Show Graphic Bars’ displays a bar indicating each cell’s percentage of the total value for that column.
Setup in this window also specifies how numbers should be displayed. Depending on the category you choose
Format > Data
Presenting Data in Graphs
Discoverer Plus can convert tables and crosstabs to graphs or charts
Graphs and charts of tables and crosstabs are especially effective for presentations of results
Graphs- Types
Select the type of graph you want to display your data.
An example of the graph type you have selected is displayed at the left.
Graph> Show
Graphs- Titles and Legends
To add titles to the graph, enter them in the appropriate boxes.
To add a legend to the graph, click Show Legend.
To format the axes labels, click the formatting button next to each feature to see the
Font dialog box for that element.
Graph> Show
Graphs- Options
Compare the options shown in the figure
Graph> Show
Exception to Data
A typical analysis task is to find numerical data that meets or exceeds a particular amount
In sample report, diff_order_ship_qty greater than 0 are highlighted as exception
Right Click on Cell
Totaling Numeric Data
Using the Totals tool you can sum rows and columns of numbers, find averages and standard deviation,
computesubtotals and Grand Totals, and so on.
Sample report shows freight terms code sub total and grand total for all data points
Totaling Numeric Data
Totals tool automatically places the summations at the appropriate positions on the display.
The dialog box is used Used to apply totals to selected item(s).
Tools > Totals
Create a ‘total’ for the data you choose and place it in the worksheet
Tools > Totals > Edit
Percentages
A typical data analysis task is to calculate Item percentages.
In sample report, refer % of ordered quantity against total quantity in the screen shot.
Due to rounding of data, percentages may not add up exactly to 100. The amount of rounding
depends on the number of decimal places that you specify for data. Use the Format Data dialog
box to set the number of decimal places for your data.
This dialog displays a list of Percentages that you have available for use in your Worksheets.
The Percentages displayed in the list are dependent on the Item display option selected
From here, you can also manage your Percentages, by adding, editing, and deleting them.
Tools > Percentages
This dialog displays a list of various options of the percentage calculation
Tools > Percentages
Sending Reports with e-mail
You can send worksheets, graphs, and selections of a table or crosstab as part of an e-mail message.
You can send all or part of your workbook in an email.
File > Send
Exporting to other Application
You can export tables and crosstabs in a variety of formats to open them in other applications.
File > Export
Scheduling Manager
With the Scheduling Manager you can see the results of a scheduled report, schedule a new report,
reschedule a report, or edit a report’s schedule.
a. Discoverer reports scheduled to run.
The clock icon indicates that the reports are scheduled to run at the time specified by Date and Time.
b. Completed Discoverer report ready to open.
File> Manage Workbooks> Scheduling
Schedule Workbook
The Schedule Wizard lets you schedule a workbook (or part of a workbook) to run at a later time.
This is helpful if your query is going to take a long time
Scheduling a workbook to run later allows you to keep working now and get your
data later without even being at your computer.
You can even have the same workbook run on a regular basis so you can update the
data on a regular basis without doing any additional work.
File> Manage Workbooks> Scheduling
Sharing Workbook
Sharing a workbook grants other people access to it to view, analyze, and print the data.
You can share workbooks with other people by setting up sharing two ways:
Assign a group of people who can share one of your workbooks.
Assign one or more workbooks that one other person can share with you.
File> Manage Workbooks> Sharing
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 box based on the value set in the option
“Retrieve data incrementally in groups 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 of incrementally (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.
Refreshing the Worksheet
Refreshing a worksheet re-queries the database and displays the worksheet’s data based on any new data.
A primary use of refreshing a worksheet is when you’re using Discoverer in conjunction with real-time data.
To refresh a worksheet (Sheet > Refresh Sheet)
Parameters
Parameters are placeholders used instead of specific values in the definition of a condition.
Parameters offer choices of condition value at the time the data loads.
When you open the workbook, you will be prompted to enter a value and the results you receive
will be specific to that value.
Creating Parameters
Parameters dialog box enables you to define Parameters, which are placeholders used instead of specific
values in the definition of a condition.
You can create Parameters at two levels:
1. Workbook level - Here, the Parameter applies to all worksheets in your workbook.
2. Worksheet level - Here, the Parameter applies to the current worksheet only.
Tools> Parameters
Parameters are activated when used in an active condition.
If you check the option “Create condition with operator” in the New Parameter dialog box,
a new condition is created and activated.
To deactivate a parameter, deactivate the condition.
Deleting the condition or deleting the parameter also deactivates the parameter.
Tools> Parameters
Setting Options- Formats
The Options dialog box offers a wide variety of options for setting operating features, formatting, and other aspects of your worksheets.
The give tab Specifies default formatting for sheets. You must exit and restart Oracle Discoverer for new settings to take effect.
Tools> Options
The Dialog box displays options for viewing different types of files, and for opening workbooks.
Click the Viewer check boxes if the worksheets include files with videos, images, and sound (audio).
Those viewers open automatically from within Discoverer to run the files.
Tools> Options
Setting Options- Query Governor
Displays options for maximizing the efficiency of working with larger worksheets,
Limiting the amount of time a query runs, and
Limiting the number of rows retrieved.
You can also choose whether to use Summary data to improve the performance of Discoverer.
Tools> Options
Setting Options- Table/ Crosstab
This dialog box displays options for the overall table or crosstab layout.
you can add or remove gridlines, column headings, row numbering, and so forth.
Removing various table or crosstab features is particularly helpful when printing a worksheet as a report.
Tab options differ according to whether your worksheet is a Tabular or Crosstab worksheet.
Tools> Options
Setting Options- Cache
This dialog box displays options for the memory cache, disk cache, and cache directory for Discoverer.
Generally these options should not be changed without assistance from the database administrator.
Tools> Options
Setting Options- Connection
This dialog box displays options for setting the EUL types that can be used.
you can also change the default Gateway User ID and Foundation Name, (see your Discoverer Administrator for details).
Tools> Options
Setting Options- Advanced
This dialog box displays options for configuring Automatic Querying, Fan-trap Detection, and Multiple Join Path Detection.
When you open Workbooks, Discoverer can run queries automatically or not, or can request confirmation before running queries.
Tools> Options
Setting Options- EUL
This dialog box displays the default EUL setting.
Use the option on this tab to select a default EUL (End User Layer).
Check with your database administrator for the correct EUL to select.
Tools> Options
Command Line Options
You can run Discoverer from the command line and perform a limited 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:
Where ’me’ is your Discoverer ID,
’mypassword’ is your Discoverer password,
’mydatabase’ is the Oracle database to which you want to connect
SQL Statement for Worksheet
You can analyze the SQL statements that Discoverer executes against the database.
You can also open workbooks with your own SQL programming statements.
SQL Inspector shows the SQL statements used to create your current worksheet.
Click Export to export the statements to another file for use later with another SQL program.
View> SQL Inspector
The Plan tab displays the Oracle Server Execution Plan chosen by the Oracle Server for a query request.
The Execution Plan defines the sequence of operations that the Oracle Server performs to execute the SQL statement.
View> SQL Inspector> Plan
Importing SQL
If you have written an SQL program to open a workbook, importing the program executes the
SQL statement and opens the Discoverer workbook.
NOTE: If you are importing an SQL script that contains join definitions, the joins must have been
created first by your Discoverer Administrator using the Discoverer Administration Edition.
File> Import SQL
Register Workbook in Apps
To run the workbook as report from Oracle Applications register the workbook as function in Application developer responsibility of Oracle Apps.
Attach the function to a menu of self service responsibility
v Go to Application Developer
v Properties:
v Give the user function name
Type :SSWA plsql function
Run the report from the appropriate responsibility
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