Oracle BI Discoverer function training new.pdf
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Transcript of Oracle BI Discoverer function training new.pdf
Oracle 10g Discoverer Plus
for End Usersfor End Users
Oracle Discoverer is:
• Oracle Business Intelligence Discoverer is an ad-hoc query, reporting and analysis tools that gives business users immediate access to information in databases.
• A relatively user-friendly reporting tool.
What is Oracle BI Discoverer?
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• Can be used for both “ad hoc” and “pre-defined” reports.
• Useful reporting tool for both Casual and Power users
• Integrated with Oracle E-Business Suite.
Oracle BI Discoverer consists of several integrated components
that work with the Oracle database to give you a complete and
integrated Business Intelligence solution
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Oracle Business Intelligence Discoverer components
Discoverer components Cont..
■ if you want to create new worksheets and analyze data from relational data sources , you will use Discoverer Plus
Discoverer Plus is a Web tool that enables users to analyze data and
create reports without having to understand difficult database
concepts. Using Wizard dialogs and menus, Discoverer Plus guides
users through the steps needed to create powerful reports and
charts that can be accessed using Discoverer Plus and Discoverer.
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charts that can be accessed using Discoverer Plus and Discoverer.
� ■ if you want to analyze data in existing worksheets, you will use Discoverer Viewer. Discoverer Viewer allows for the viewing of reports but does allow their creation.
Discoverer Viewer is a Web tool for accessing interactive reports
and charts created using Discoverer Plus. Discoverer Viewer is a
thin client HTML tool, users require only a Web browser to run
Discoverer Viewer.
Discoverer components Cont..
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Discoverer Viewer.
Discoverer Administrator create and maintain the EUL. Discoverer
managers use Discoverer Administrator to grant Discoverer
access permissions and task privileges directly to database users.
� ■ if you want to design manage the end user view of
relational data, you will use Discoverer Administrator
Discoverer components Cont..
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Discoverer components Cont..
• Portlet Provider : which enables you to publish Discoverer worksheets and graphs in various portals
• Discoverer Web Services: an Application Programming Interface (API) that enables you to obtain Discoverer connections, workbooks, and worksheets, execute queries, and return worksheet content using: A Java client application
• Discoverer Catalog: is a repository for storing and retrieving definitions of objects for Discoverer Plus . There is one
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definitions of objects for Discoverer Plus . There is one Discoverer Catalog per database
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NOTE : The two main Oracle BI Discoverer business
analysis tools for end users are :
Discoverer Plus and Discoverer Viewer
Oracle BI Discoverer architecture?
Oracle BI Discoverer has a multitier architecture
that takes advantage of the distributed nature of
the Web environment.
While it is possible to install all tiers of the Oracle
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While it is possible to install all tiers of the Oracle
BI Discoverer architecture on the same machine, it
is recommended to distribute the installation
over multiple machines, to maximize performance
and reliability.
Oracle BI Discoverer architecture?
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•Access data quickly from the Database
•View data in a familiar spreadsheet-style format that is
easy to read and understand.
Why should I use Discoverer?
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• Analyze data using a variety of powerful techniques
• Prepare reports, share data with others, and in other
applications (e.g. Microsoft Excel)
Working With Oracle Discoverer Plus
Opening A workbook
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• Click Open Existing Workbook and lick Browse to select the workbook
•Click Open
Or subsequently via the “ File, Open..” Menu option
� Discoverer Plus uses Java Technology.
� When a client first accesses Discoverer Plus, a one-time setup
procedure to install a Java Environment and initialise the
Discoverer Plus software is performed.
� The Java Environment is required because Discoverer uses
RUNNING DISCOVERER PLUS FOR THE FIRST TIME
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� The Java Environment is required because Discoverer uses
Java applet on the client to communicate with the Java
Discoverer Plus sarvlet on the application Server.
� A java Environment is not required when using Discoverer
Viewer since this product only utilises Java Script and HTML
technology.
Creating New workbook
Creating a new workbook is a relatively simple process since
most of the initial work is accomplished via a wizard
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• Select the object to display in the Workbook
• Click Next
Select Business Area
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Business areas : A business area is a collection of related information in the database.
Folder is a collection of closely related information. Within each business area, the
Discoverer manager organizes information into folders. Folders are like Tables or View
Items : are different types of information within a folder. For example, Employee Master
Folder contains Employee Number, Full Name, Address, Department, and Payroll Folder
contains Element Name, Amount.
Whether you are adding the first sheet or subsequent sheets to an
existing workbook, the procedure is the same.
Having chosen the layout type, the next step is to choose the items
to be included on the sheet.
SELECTING ITEMS
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• Select Folder
• Expand the folder to see Items
• Drag Item(s) Into Select Area
• Click Next
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Once items from a folder have been chosen, folders not related to the
selected items are greyed out and unavailable for selection.
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• Click Next
• Click Add to Add Sort Item
• Click Next
Create Conditions
The wizard also allows you to select a pre-defined condition or create
new one that will limit the information retrieved from the database.
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Click Finish : To Display the record(s)
To provide more flexibility, it is possible to associate "Parameters" with a
worksheet. This allows the results returned by the Worksheet to be governed by
values provide by the user of the Workbook.
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NOTE : If the Data Displayed has no Conditions or Parameters, its displayed all the rows.
Insert New Conditions• Click Edit worksheet
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Insert New Conditions Cont..
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Select a condition
expression from the
Condition drop down
list.
The meaning of each condition expression is listed below
= Item is equal to a value Year = 1998
<> Item is not equal to a value Ministry Code <> '002’
> Item is greater than a value Gross Pay > 60000
< Item is less than a value Actual Balance < 50000
<=Item is less than or equal to a value Sales SUM >= 30000
>= Item is greater than or equal to a value Revenue Total < = 60000000
LIKE Item similar to a value (uses wildcards to create a
pattern of characters
Department LIKE '% Admin%' Department
LIKE 'App%'
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IN Matches item against one or more values in a list BANK_NAME IN ('UNITY’,’ZENITH’,’GTBANK’)
IS NULL Item has no value GRADE LEVEL IS NULL
IS NOT NULL Item has a value NETPAY IS NOT NULL
NOT IN Item does not match one or more values in a list BANK_NAME NOT IN
('UNITY’,’ZENITH’,’GTBANK’)
BETWEEN Item is in a range between two values Transaction Date BETWEEN '01-JAN-1998' AND '30-JUN-
1998'
NOT BETWEEN Item is not in a range between two values Sales SUM BETWEEN 10000 AND 50000
!= Item is not equal to a value
Parameters :To provide more flexibility in a worksheet.
Parameters allows the results returned by the Worksheet
to be governed by values provide by the user of the
Workbook.
By using a parameter, the value associated with the condition can
be varied each time data is retrieved to a worksheet.
For instance, you build a worksheet that shows the sales detail for
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For instance, you build a worksheet that shows the sales detail for
a particular region. Using a parameter allows you to choose which
region.
Parameters are created via the "Tools" menu and can be set to
operate at either Workbook or Worksheet level.
At the Workbook level, changes
When a Parameter is created, you have the choice of
also creating a new condition to use it. The condition
is automatically included on the sheet.
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Sort/Order your Field.
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• Select the Sorting Field in the Column Heading
• Select the Direction – Low to High or High to Low i.e Ascending or
Descending order.
• Click Next
Saving Workbook
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Workbook may only be saved to the Database.
(Discoverer Desktop Users may also save to the local file system, but the
workbook would not be accessible to a Discoverer Plus User.
You may now customise your worksheet by adding a Title, text ,
adding Graph information and formating your worksheet
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WORKBOOK FORMATTING
RE-ORDERING AND RESIZING COLUMNS
Re-ordering : Selecting the column and dragging it to the new position
Resizing : click and drag on the right-hand edge of the column. Can also be
achieved via the “Format, Columns” Menu.
FORMATTING HEADINGS a. Header Text
The Format Items Dialog
can be displayed via thye “
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can be displayed via thye “
Format, Format items..”
Menu
Right click a column on
the worksheet and
selecting from the
resultant pop-up menu
Manage Workbook: Delete Workbook , Share Workbook and Workbook Properties
Workbook can be made available for others to
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Workbook can be made available for others to
use. Access the sharing dialog from the “ File,
Share..” Menu.
Workbook can be shared to Users Only ,
responsibilities only or both
EDIT THE WORKSHEET
ANS SELECT PAGE ITEM
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•Drag the Colum to the
Page Items
You create calculations to analyze a worksheet in a
new way. For example: to calculate a 25% increase in
sales to calculate the rank of sales figures
Creating Calculations
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Creating Calculations ( Continued)
On selecting the OK button an additional column is added to
the worksheet.
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CREATING AND EDITING A TOTAL
• Go to Tools Menu
• Then Totals
•Select Item to create total on
•Select Kind of Total : Sum,count e.t.c
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•Select Kind of Total : Sum,count e.t.c
•Select Where you want the Total to be
shown
•Click OK
GRAPHING YOUR DATA
Discoverer has the ability to present a Table or Crosstab sheet as a
graph or chart to aid visual analysis of the data.
The Graph is tied to the data being displayed in the sheet and is
therefore automatically adjusted as the sheet is altered
Each worksheet may have only one gragh, but the format of
the gragh can easily be changed.
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REPORTSPAGE SETUP
To print a report, a number of preparation steps are usually required to
achieve an acceptable results. It is usual for a report to have a page header
and footer, for the range of results to be chosen and its print orientation
To prepare a report
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To prepare a report
for printing , use the
“File, page Setup”
Menu option
Print Preview
Pressing the
“Preview” Button
from the “Page Setup”
dialog or selecting the
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from the “Page Setup”
dialog or selecting the
“ File Print Preview”
Option.
EXPORTING DATAUse this dialog to specify what data you want to export. For
example, you might want to export the current worksheet or all
worksheets, or export graph data with worksheets.
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Use this dialog to specify what format you want to export to, and where to
save files.
Browse Use this button to display the Save dialog, where you navigate to a file
location and choose a file name and export format
What do you want to name the files Use this field to change the default name
of exported files. For example, if you change this value to Sales Analysis Report
and export to Microsoft Excel format.
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Where do you want to save the file?
Use this field to specify where to save the exported data (for
example, c:\data\reports). Type in a file location, or use the
Browse button to navigate to a file location.
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Use this dialog to specify how to export graphs. For example, you
might want to change the graph size, ratio, or the size of the
label font.
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Use this dialog to choose whether to monitor the export whilst it is in progress. For
example, if the worksheet uses large queries, you might want to respond to warnings
about how long queries will take. Do you want to supervise the export process?
Supervised Use this radio button when you think that the export might take a long time
or might produce more than the maximum amount of data. You can then respond to
warnings during the process. Unsupervised Use this radio button when you want to
export the data regardless of possible warnings about how long the export will take or
how much data will be produced.
Click Finish
Click OK Button
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SCHEDULING A REPORT
Scheduled reports are workbooks set to run at a predetermined
date and time.
A workbook may be scheduled for one of the following reasons:
The data retrieval is expected to take an inordinate length of
time. The workbook report is run at regular intervals i.e. every
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time. The workbook report is run at regular intervals i.e. every
Monday.
The scheduled report is tasked to run and store the results on
the server. Therefore it is not necessary to remain connected to
Discoverer for the report to run (you need not even keep your
workstation switched on).
The schedule report dialog is access
from the "File, Schedule" menu option
The final step in scheduling a workbook is to provide the timing details.
In addition, you must specify whether to keep all results or only the latest set.
You must also specify how long the results will be held before they are
automatically deleted.
VIEWING THE RESULTS
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VIEWING THE RESULTS
The results of a scheduled workbook can be viewed by
opening a workbook either when Discoverer starts or via
the "File, Open" menu option.
The "open" dialog gives you the option of opening a
scheduled workbook via the Scheduling Manager
The Schedule Manager allows you to see the current state of
schedule and report results (the Schedule Manager is available
from the tools menu).
The Schedule Manager will allow the following operations:
a. To open the results of a previously run report
b. Change the schedule characteristics of a report
c. View the error report of an unsuccessful report
SCHEDULE MANAGER
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c. View the error report of an unsuccessful report
d. Delete a scheduled event (if the selected item is a completed report)
e. Unschedule a report (if the selected item is a scheduled event)
f. Schedule a new report
The dialog is not updated dynamically, but the "Refresh" button can be used to
update the screen.
Clicking on the header of a column will cause the Schedule list to be sorted on
that column.
Discoverer Viewer is a Web tool for accessing interactive
reports and charts created using Discoverer Plus.
Discoverer Viewer is optimized for performance and
designed to minimize network traffic.
DISCOVERER VIEWER
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designed to minimize network traffic.
Note:
The basic concepts of creating and manipulating
workbook and worksheet have already been coverered in
this course.
• Log on to Oracle Application
• Select the responsibility that is applicable to
the Report to be Generated
• Select the report
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DISCOVERER VIEWER Cont…
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Discoverer Viewer User’s can
also perform the following
operations.
• Rerun Query
• Save Report
• Print Report
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• Print Report
• Export the data
and lot more.
QUESTIONS & ANSWER
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THANK YOU