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Discoverer Draft Manual - Northeast Ohio Regional Sewer District

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1. Andres er er or r f 3 2 Andrews WAP Operator Admin Asst Anielski Pit Util Maint Person i cae Neo Additional Person Info Alexander Freelon Freelon Al d Pi Util Maint Person ai Westerly ry i Si r Fil ino ndrulis Facilities Tech Mar Of District Records i Westerly it Mai r A g i a T i Anielski Brian S Brian i r i P M M a Easterly Maint Anielski Jonathan Jonathan Appel Mark S Mark Arnold Marc Arpidone Charles Y Charles oO a lt ao u a r ry e i i e r Safety amp Security Bl ElElE 3 T a a 2 i R w m Appel WAP Operator C 1 Southerly Oper Southerly S nt Southery Electrical Inst Tech Southerly Maint Southerly Arrington Ferg IT Project Mar Il roje YCS Administrat i on S u i rume il Mai x a g it m Arrington Ferguson Arth Kevin T Auber Robert J Augustine John Austin Lea R Azzardi Ronald J Ronald Babiak Zenio Baginski Raymond Raymond D ri Ul Ze U H Shift Mar Easterly Oper Easterly Const Supyr I v S Coventry Rd Trailer A N rit Asst Supt Westerly Oper Westerly ina Bldg Sup Maint Svcs EMSC Pit Util Maint Person Southerly Maint Southerly r Fine OJO o gt 3 ane Bagwell Diane M Diane Admin Asst Admin Svcs Administration 7 a 2 Baldwin Gregory E Gregory fa Selected Items Balson Rosalina Rosalina S te Ww a Baranow
2. BALSONR Supervisor List OracleBI Discoverer Microsoft Internet Explorer provided by ITDepartment File Edit View Format Tools Help wv aaq m PT a Al E 2 amp Y g e Available Items tz EAE amp DP tems Conditions Calculations HR_HUMAN_RESOUR S Double click here to Fage Items b Full Mare b First Name amp Middle Name k Last Name Job Title E L Paame werk OOOO p oas Alexander Freeion rreein MOOO OO O ieena PRURI Mat Pe i fatces Gnat She Mies aman Resour anderson Northeast Ohio Regional Sewer District P Page 23 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual E Edit Worksheet Worksheet Layout Selectitams Table Layout Sort Parameters To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected tems Conditions Calculations mle ASFull_Name Le First_Name List SJ HR_HUMAN_RESOURCES gt Tonie temi T m e Last Mame c i gh Jobd Job_Title H a ora Organization et ly Location em ly Supervisor Full Marne et T i Employment _Categore LIKE Regular OR Em ee cea ao Meo Additional Person Info Each of these will be covered in later chapters Adding a Description to a Report Title Once the report has been saved Select the File Manage Workbooks Propert
3. Help New Calculation What do you wantto name this calculation Calculation Select items and functions trom the list on the lett and paste them into the calculation ie Selected items aa Calculation CERT Functions aN IB Selected Items D Available Items D Calculations Parameters Description Employee Full Name Last Title _Insert Formula from Template _ eee m m mM IMMM First Middle Indexed column i x s o none There are two ways to enter the calculation Type the syntax for the calculation in the calculation field directly or build the calculation by selecting the items from Northeast Ohio Regional Sewer District P Page 42 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual the items list and selecting the functions from the functions list pasting both into the calculations field Then select OK to create the calculated item E Edit Worksheet Worksheet Layout Selectitems Table Layout Sort Parameters To add items to your worksheet selectthem from the Available list and move them to the Selected list Available Selected items Conditions i Calculations List D All terns E Males SUM me aes Emp count SUM mag hy Calculations ara Ethnic origin oo ity Percentages ol gh Budget center aay biy Totals Mame Budget center Folder MEO BC Gender Counts Mo description available Prope
4. Connect to Database Select OK Northeast Ohio Regional Sewer District P Page 17 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 Chapter 1 Getting Started 5 1 Creating a Workbook Creating a new Workbook or Worksheet using the Workbook Wizard is the quickest way to create a query When Discoverer a start the first screen shown is the Workbook Wizard select either create a new workbook or open an existing workbook Select the Create a new workbook icon To start a new workbook from the menu select the File Menu and then select the New option or by selecting the New Workbook toolbar button lel Edit View Format Tools Help Select the objects to display in the worksheet v Title Example Page Items O Crosstab Table v Graph Placement Graph below Table v Text Area F Finish Cancel Once a new workbook as been selected there will be prompts to select the display types for the results Northeast Ohio Regional Sewer District P Page 18 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual The four options are e Table displays data in columns with headings Each column is a column item e Cross tab displays data in a crosstab format with values running across the top and down left side at the intersection of the row and column is th
5. Delete Select the New button The New total Dialog box will open Select on the data point drop down list and select the data point to use for the total Edit Worksheet To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected Conditions Calculations ple Organization treme Co Mess ise a Lg Location List Daems 0 ist LJ All Items Lh ASFull_ Name Dg My Calculations Lgh Johd Job_Title E My Percentages alge hy Totals VE Mew Condition amp New Calculation A RSE es Fs a Northeast Ohio Regional Sewer District P Page 46 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select from the drop down list for the type total to display The options will change depending on the type data being totaled New Total Which tem would you like to create a total on Le ASFull_ Mame E agrul _ Mame Le JobdgJob_Title Leh Location ee Organization Where would you like your total to be shown Grand total at bottom i Subtotal at each change in Example The example above shows a Sum total calculated trom sample data What label do you wantto be shown FE Dont display total for a single row Do you wantto calculate totals within each page 2 Calculate totals within each page C Calculate totals across all p
6. Every time the Graph Wizard is used Discoverer saves the settings for the next graph 8 1 Creating a Graph 1 Select Graph from the menu choose New Graph and the Graph Wizard appears Ipe Gr SYS BS ee BB Se Bie Slo g Current Employee Demographic Detail 03 FEB 10 s age tems Li s R HUMAN_RESOUR y gt Budget Center P Fut Name ee Noithieast Ohio Roo wa District P P 49 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 2 Select type of graph by selecting on the icon for the Graph type Then select the sub type graph to use In the description box on the bottom of the wizard will be a description of the purpose of each type graph If the check box for the 3D Effect is active select it to make the graph appear to have more depth Then select Next Edit Graph Type Style Titles Totals and Serjes ARIS Y AKjS Flot Area Legend What type of graph do you want Graph Type Graph Subtype EF Horizontal Bar E E L Bar Dual Bar Split Dual Bar ee Area iiai Combination l ScatterBubble mf Stack E I Circular ax tT hial Pareto Percent Stacked Bar Dual Y Stacked Bar er ThreeD Description Each bar shows avalue Use to show trends orto compare Values 3 The Titles Totals and Layout Dialog box will appear To add a title on the graph put a check in the Show Title box Then type in the
7. ao Neo Qualifications 1 0 Meo randomemployees ao Meo emp eeo listy Hoy Meo emp eeod terminated Ho Meo eeod by gender Meo eent by be all HC NEO BC Gender Counts wo Meo avg los by be 0 Meo Additional Person Info ao Meo eeod headcnt ao Meo eeod by be Human Resources view All Northeast Ohio Regional Sewer District P Page 20 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 3 Adding Items to the Workbook The Available list shows all of the items in the Business Areas To include an item in the query e Select the Business Area to work with e Select the folder that contains the item needed e Select the item and press the arrow key to move the item into the selected column Select multiple items by holding down the Ctrl key 5 4 Arranging ltems in the Workbook The third step in the Workbook Wizard enables rearrangement the items in a query suppress the duplicate data and convert a table or crosstab to a page detail layout To change the position of any axis item on the worksheet drag the item to the correct position on the worksheet To change the display type to a Page Detail Table select on the Show Page Items check box at the top of the query This displays the Page Items field Drag an item from the detail axis to the page axis and change the output to a Page Detail Layout If the display type is a Page Detail Layou
8. at i Employment_Category LIKE sRegular OR Em Properties Show SQL OK Cancel Northeast Ohio Regional Sewer District P Page 34 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual lf your Discoverer Administrator has any Predefined Conditions they will show up in a list in the center of the dialog box To create a new condition select the New button A New Condition Dialog box will appear E Edit Worksheet Worksheet Layout Select Items Table Layout Sort Parameters To add items to your worksheet selectthem from the Available list and move them to the Selected list Available Selected items Conditions Calculations ple ABFull_Name le Lh First_Name List LJ All Items Cih Middie_Name EMay hy Conditions de Last_Name Loaf T i Employment Category LIKE SsRegular igh JobdsJob_ Title ly Organization ara Location De Supervisor Full Name i i Employment Category LIKE SsRegular OR Em amp New Calculation S 7 7 Mew Percentage Show Sa F New Total E Edit Worksheet Worksheet Lavdi MAAE What would you like to name your condition M Generate name automatically What description would you like to give your condition Pe Formula Case sensitive This condition is located in the workbook Supervisor List Help Mo description available Cancel Northeast
9. Const Administration J Hep __ok Cancel ed Northeast Ohio Regional Sewer District P Page 36 of 60 Information Technology Department Technology Services IT Training Material Condition Oracle Discoverer User Training Manual If everything is correct then select OK If not make the applicable changes then select OK 7 3 Adding a condition from the Toolbar To add a condition from the toolbar select the condition icon The Edit worksheet dialog box will open to the condition tab Proceed as described above Condition Icon File Edit View Format Tools Help eces Available Items C STA Items Conditions Calculations 7 4 Prompting for Data In Discoverer the user prompts are called Parameters which can be set in step ten of the wizard Select the New button to create a new parameter File Edit View Format MpmE evesa Wa 2 SAET oy UUB EB Dh Available Items Sort b F Y AY tions t ip Me amp Y conditions Calculations Double click Percentages Budget center Totals Parameters s Sh Males SUM Emp count SUM Ethnic origin Creates and changes parameters Refresh Sheet Northeast Ohio Regional Sewer District P Page 37 of 60 Information Technology Department Technology Services IT Training Material
10. Full Name gt Date Of Hire Ethnic Grou gt cza Neo Qualifications 1 4 1000 Pozwick Brian 23 SEP 2002 White Not Hisp Sup so E ao oo es a oe ee i om i oo Eas Dej om is om 1 Kiosz James J 09 DEC 1985 White Not Hisy Mg NE Neo Additional Person Info di NE Ey oo na 7 ae 10 1100 i oe italia na HE 1100 i me oo iton me i uy oe we EI J vies 1100 om Oriani Matthew J 23 JUN 2008 White Not His Mal 119 a Murph Lamont 06 JUN 2005 _ Black or Africe Ma on Thel Ryan E 21 MAR 2005 White Not Hisy Wi na Olsleski Thomas J 10 JUN 2002 _ White Not His vw Oy Din Si wily j 0 E U a e ee eee e en eed es fee a Nje O OO ND nH e ph ho uw ho pos im wn Selected Items FL pL Age Ly COST BUDGET_CENTER iN on a V N 4 oO im oO ho wo 1100 Tanko Eric C 06 FEB 2006 Vhite Not His ed Beinn 1 dnan on inata hln dins p o When working with graphs there is a Graph Toolbar that will be available to make changes to the appearance of the graph without having to go back into the graph wizard With the toolbar changes to the fonts colors text alignment and graph type can be made 8 3 Saving the Graph When the worksheet is saved the graph is automatically saved If any changes are made to the data in the worksheet the graph will be updated automatically Northeast Ohio Regional Sewer District
11. Insert x1 Axis Title Font Select options for line on the V1 Axis Line Thickness _ ___ Line Color F Setthe scale you would like to use an this axis Minimum Set Automatically hil ascii Set Automatically Increment Set Automatically Logarithmic Scale Reference Lines Format Axis Labels appy ok cancel a Edit Graph gt lt Type Style Titles Totals and Series axis Axis PlotArea Legend Select options for the Axis on your graph Show M Axis Tithe Insert Axis Tithe Font Select options for line on the Axis Line Thickness Line olor m Select options for the labels displayed on the Axis CD Show Labels for All Tick Marks an the Axis 2 Show Labels for Some Tick Marks on the Axis Automatically Skip Labels to Fit C J Start with Tick Mark ii Tick Marks to Skip Between Labels Axis Label Font Help Apply OK Cancel 6 The Plot Area Dialog box will appear Northeast Ohio Regional Sewer District P Page 51 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Edit Graph wis Y Axis PlotArea Legend Select options forthe plot area of your graph Background Color Border Color show Horizontal Grid Lines Show Vertical Grid Lines Show Data L
12. Middle_Name EHE My Conditions Ap Last_Name SNAYA Employment_Category LIKE Regular Les Jobd Job_Title ors Organization ora Location ara Supervisor_Full_Name i Employment_Category LIKE Regular OR Em Additional Person Info Edit Condition What would you like to name your condition ory LIKE Regular OR Employment_Category LIKE Reduce Generate name automatically What description would you like to give your condition ee Delete Formula Click one of the Insert buttons to create new items or conditions Shift click to select multiple items or drag items to reorder Show SQL Cancel g A E Tr i P HAP Operator C 1 Southerly Oper Southerly C S etalls cmpioymen ategory Y a OR a aided aa l HRMS Application Analyst Administration f 4s9_Details Employment_Category J LIKE Relv i eee Tet Scien eae tall n E Human Resources Assoc ll Administration es E WAP Operator Easterly Oper Easterly r Case sensitive Employment_Category LIKE Regular OR Employment_Category LIKE m Reduce E Electrical Inst Tech Southerly Maint Southerly Pit Maint Mgr Mechanical Southerly Maint Southerly Secretary Southerly Southerly ey Mor Of IT Project Mgmt Svcs Project Svcs Administration l This condition is located in the workbook Supervisor List 9 9 Mar Of Fleet Svcs Fleet Svcs EMSC Eng Program Mar Eng amp
13. Oracle Discoverer User Training Manual E Edit Worksheet Worksheet Layout Select items Table Layout Sort Parameters Create a parameter to prompt users to select ar type a value Click New to create a new parameter To change the current value of a parameter select Parameter Values from the Tools menu Available parameters Click Mew to create a new parameter Description Mo description available Properties Show SGIL Cancel The New Parameter dialog box will open Answer the questions select the item on which to set the parameter Select the operator for the condition Remember to use wildcards the operator has to be like Once all the questions are answered select OK E New Parameter What do you want to name this parameter What properties do you wantto give this parameter Which item do you wantto base this parameter on SUN ACEC e ie gE I Glee try Full Name What default value do vou wantto give this parameter A Do you want to filter the list of values for this parameter Create condition with operator Condition WY Full Mame Ful_M Mame Farameteri What prompt do you wantto show for this parameter What description do you wantto show for this parameter pO Do you wantto allow different parameter values for each worksheet Allow only one set of parameter values for all worksheets O Allow diferent parameter values for each worksheet
14. To edit an existing Percentage select the Edit Worksheet icon Then select the Percentage tab and select the Edit button This opens the Edit Percentage dialog box Make the changes necessary and select OK 7 9 Applying Totals Totals and Sub totals are the result of applying a function such as an average or a sum to the values in a column In the tabular report the sub total or total appears below the value in the column used for the calculation In a crosstab report the value can either be displayed below the column or to the right of the column In a new worksheet totals are applied in step 9 of the wizard File Edit View Format Mikin f Toces i 5 8 pa BB ky al Es E re E Available Items Sort T g te ken E V Conditions Calculations Double click here to e Percentages Totals a Budget center 2s SUM Males SUM Emp countSUM Ethnic origin Refresh Sheet Northeast Ohio Regional Sewer District P Page 45 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual E Edit Worksheet Select items To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected 5 ns Calculations les Organization Led Location List D All tems J G ASEull Name ae My Calculations ph Jobd Job_ Title ABBE ily Percentages L gt hy Totals News a Eat Show J
15. back the data in smaller bits instead of waiting for it to compile all the data e Cancel list of values retrieval after The setting controls the maximum time it takes to retrieve the list of values Select OK if there are no more options that require setting Select the Sheet Format Tab General Quern Governor Sheet Formats Advanced EUL Table headers Example Show column headings _ Show row numbers Tale Table Title o a 32 Column width Use default width Crosstah headers EC e _ Show item labels Show heading gridlines eoo o de e Table Text Area Crosstab style Outline Table and crosstab data area ee A seal Show vertical gridlines Gridline color P Crosstab Title Show horizontal gridlines sheet content Show title Show text area Show null values as MULL Crosstab Text Area OK Cancel This tab allows for display format of the crosstab or table NOTE Changes made to this tab affects current sheet and future sheets select OK if there are no more options that require setting Northeast Ohio Regional Sewer District P Page 14 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select Default Format tab Options General Query Governor Sheet Formats Advanced EUL Format Sample Change Heading Format Aaa Bbb Cor Total Format faa Bob Coc Stoplight Color F
16. data Caletilatons items Conditions Ca Percentages 3 Totals List HR_HUMAN_RES 3 gt Middle Name gt Last Name gt Job Title Parameters Double click here to edit the title b eee om ect fe kine Pr Mor ecarca Soarry at om i Firat Sty Conroy Oper ae Refresh Sheet rie Freee Freelon Freson Mo e nee Util Maint Person Westerly Maint Maint of si iat Le a A on neal sO Show SaL oo Manage Worknooks Pe MianelA ma fa faramo facies Tech amnes e Es Dense A bense A Andes r or Daret Records Records Manageme Ba a options ie ii i fancier ware A na Secarty Officer EEA i ore Gresvfcnaes_ Wane Beene Teoh Suhr art _Arrineton Fercusnn oni amp lave Maria Arrington Ferel IT Project Mor P E Edit Worksheet Click Add and then select a column to sort Selectthe Group sort type to hide repeated cell values in a column Check Hidden to hide a sorted column in the worksheet Click Add and then select a column to sort Select the Group sorttype to hide repeated SOttcell values in a column Check Hidden to hide a sorted column in the worksheet Sort Type i Add Format Cc e alz i i i Northeast Ohio Regional Sewer District P Page 32 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select the Edit Sheet icon from the tool bar or select the menu item Tools
17. specific type of information or field within a table Items are grouped within folders Calculations are custom fields that are not included in the database but are commonly used in report The Discoverer administrator can predefine these and add them to the correct folder The calculations also can be created at the site by the user Conditions are filters that control what data is retrieved into the report The user can define these conditions or if available use a preset condition that the Discoverer administrator created Northeast Ohio Regional Sewer District P Page 7 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Page Items are a special item that groups like data into a page format To change the page select the different item from the drop down list The page will change within that worksheet Rows are the next level of information and represent all of the information about one item in the database Query is the search that retrieves data from the HRMS database according to the criteria specified The query returns the information in a workbook on a tabbed page called a sheet A workbook can have as many sheets as necessary to obtain the information required A workbook must contain at least one sheet Northeast Ohio Regional Sewer District P Page 8 of 60 Information Technology Department Technology Services IT Training Material Oracle
18. Discoverer User Training Manual 3 Starting Up When first starting Discoverer there are a few things that might have to set up e Launch the web browser e Access the web address the Discoverer administrator provides http discover1 neorsd com discover plus e Then the Connect to Discoverer Plus screen appears with a connection line showing the connection you just created Click on the Connection name you created e The Connect to Oracle Discoverer dialog appears Type in the password to the log in account you created in the previous steps Then click on the Connect button ORACLE Discoverer Plus Business Intelligence Connect to OracleBl Discoverer elcome to OracleBl Discoverer Connect Directly Enter your connection details below to connect directly to OCracleBl Discoverer Indicates required field Connect To User Name User Name Password Database Train End User Layer Responsibility Locale Locale retrieved from browser oO Copyright cV4000 4005 Oracle Corporation All rights reserved Shout OracleBbl Discoverer wersion 10 1 2 54 45 Oracle Technology Network Northeast Ohio Regional Sewer District P Page 9 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual ORACLE Discoverer Plus Business Intelligence Account Details Select Responsibility More than one Responsibility exists for the account you have chosen Plea
19. Help OK Cancel Northeast Ohio Regional Sewer District P Page 38 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual The wizard will open again to create more parameters repeat the above steps until all of the required parameters are done E Edit Worksheet Worksheet Layout Select Items Table Layout i Sort Parameters Create a parameter to prompt users to select or type a value Click Mew to create a new parameter To change the current value ofa parameter select Parameter Values tram the Tools menu Available parameters 5 Hire date Month Parameter 1 Blew Edit Delete Description Mo description available Properties Show SaL ok E Cancel To change a parameter select the Edit button the Parameter dialog box will open and the required changes can be made The Delete button will delete the parameter that is highlighted If there is more than one parameter then the Move Up or Move Down buttons will be available to set the order of the parameters Once all required parameters are completed select the Finish button Then the Edit Parameter Values Dialog box appears This is where the parameter questions are answered Notice that the description of parameter is listed below the parameter Select OK to run the report once the questions are answered Edit Parameter What do you wantto nam
20. ORACLE Discoverer Plus 10g Training User Manual for NEORSD Oracle Users Prepared by Information Technology Training Services February 2010 Disclosure This training manual was created by the Northeast Ohio Regional Sewer District Information Technology Department to train Oracle users in the use of Oracle Discoverer Reporting software Oracle Discoverer User Training Manual Table of Contents k 0s 06 U0 es 8 0 5 emereere ner er nE nr fe eenr etree Cremer ene ere meena rene eer ere rare ee 3 1 1 W Wat 1S Oracle DISCOV TT Forra E E 3 Foe Woy Siers Neccd DIS CON C1 Ci oeiee e E A i 3 2e Temno ees a a ened eisaceaivan ee cre cts uated eee aes en cee 4 3 Statines Opes sevevessscrscdeveiassessedarcaisoiasatavouicaszadat aa tedaacaadas vtaeavaaueiaaat E a a 9 da SCN ODL ONS ass cn Scant artsaenareils a saa airech brdantannasansaney 11 Dc Chapter k Gems Sane dae a A teas 18 aul Creating a WorkDOOK serari E 18 5 2 Selecting Items for the Workbook eenssssssoeenssssssssseerssssssssseerrsssssssseeeessssssseeeeees 20 5 5 AdGine tems tothe Workbook eers a a a ce tnetax 21 5S4 Atraneme Items In ihe W Ork DOOK sarcen E tenia tab 21 29 RENAMING rcs WV OLKS NCCU hasian a tous a nines a tunes 22 30 R n he W Orksheetic rrea a a a a a a E 22 5 6 Editing the Worksheet after Running ccecccccccccccceeeeeeeeeeeceeeaeeeeeeeeceeeeeeeaaeeeeees 23 5 7 Opening a Previously Created Workbook ccccccssssesseeeeeeee
21. Ohio Regional Sewer District P Page 35 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual The check box beside Generate name automatically is checked by default this option will name the condition automatically The next block in the dialog box is a description block where the new condition is described Then under the Item column select the item to apply the condition to Select the operator for the condition Then assign it a value Then select Ok Selecting a predefined condition The Discoverer Administrator can define two types of conditions mandatory and optional e A mandatory condition will be automatically applied when that item is selected to be included in the report e An optional condition appears in the item selector as an icon The user selects to use it or not To select a condition for a worksheet select the Condition Tab A list of predefined conditions will be displayed Select the condition to apply Then select the Edit button to see the condition An Edit Condition dialog box will appear ge amp 4 oO cei Edi R_HUMAN_RESOUR Worksheet Layout Selectitems Table Layout Sort Parameters To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected Items Conditions Calculations mL ASFull_Name D EA HLen First_Name list D Attems ooo y zh
22. P Page 53 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 8 4 Deleting the Graph To delete the graph go to the Graph menu and select Delete Graph A warning message will appear Select Yes to delete File Edit EID Format Tools Help Available Items Pane Fi Zi Was we Bn VE a a selected tems Pane i Toolbars p ae gt ip fa Be A HE T Status Bar Title Current Employee Demog Page Items Table Graph Graph Placement Graph right of Table Full Mame b Date Of Hire Ethnic Groy P Graph left of Table sujal Graph below Table Separate Window reco Weeden Raymond 25 Mav 1881 Back or fricd De Fage Items Northeast Ohio Regional Sewer District P Page 54 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 9 Chapter 5 Exporting and Printing 9 1 Exporting Results Discoverer utilizes an Export Wizard to assist in sharing the workbooks with others To export a workbook into popular application formats such as Microsoft Excel or HTML Discoverer provides the Export Wizard Discoverer also provides a shortcut to either Excel or HTML on the toolbar and the file menu since both of those formats are so popular in the business world Using the Export Wizard the report as seen on the screen appears as close as possible in th
23. abels for bars Show Data Tips when Mouse is over bars Select options forthe series displayed in your graph Series Fitline All Series Auto Mone Cancel 7 Do any of the following choose background colors choose line width and colors select to show pop ups etc 8 Select Next 9 The Legend dialog box will appear Make the necessary selections and select Finish Edit Graph Type Style Titles Totals and Series Axis Axis PlotArea Legend Select options for the legend on your graph we Show Legend Location Right Sa Background Color Border Color Legend Font ak Northeast Ohio Regional Sewer District P Page 52 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 10 After a short delay the graph will appear To reposition the graph if required by selecting from the menu Graph Display Graph There select the position for the graph 8 2 Using the Graph Toolbar 5 BALSONR NEO Current EEs Demographic detail OracleBl Discoverer Microsoft Internet Explorer provided by ITDepartment File Edit View Format Tools Help v eod m pM amp GY SB MR Bd U gt Oy BE S o Be slo E Available Items BEeKSY SCE items Conditions Calculations Current Employee Demographic Detail 03 FEB 10 Page Items List HR_HUMAN_RESOUR Y gt Budget Center gt
24. ages Hep Select location for the total to be displayed E Edit Worksheet f Worksheet Layout Selectiterns Table Layout Sort Parameters com id Generate label automatically Format Data OK Cancel To add items to your worksheet select them from the Available list and move them to the Selected list Available List fe All items ag My Calculations ao My Percentages Es My Totals iE Grand Count for Location Selected mle Organization Ig Location ora ASFull_Mame gy Jobd Job_Title Grand Count for Location Delete Properties F Show SOL OK Cancel Northeast Ohio Regional Sewer District Information Technology Department Technology Services IT Training Material P Page 47 of 60 Oracle Discoverer User Training Manual Then select OK To edit the total select Tools Totals from the menu Select the Edit button Er Edit Total Which tem would you like to create a total on Example E Location What kind of total do you want Fix Count Counts the total number of values Where would you like your total to be shown ROMER A EE The example above shows a Sum total calculated trom C Subtotal at each change in sample data ik F Dont display total for a single row Do you wantto calculate totals within each page 9 Calculate totals within each page v Generate label automatically Format Data What
25. ain the information to analyze Each worksheet contained in a workbook is a separate query When opening an existing worksheet Discoverer will re query the database for current data End User Layer is what tells Discoverer which business areas to access This layer is maintained by the server administrator for each location Northeast Ohio Regional Sewer District P Page 6 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Workbook Wizard Step 2 of 5 Select Items To add items to your worksheet selectthem from the Available list and move them to the Selected list Available Selected tems Conditions Calculations List HR_HUMANM RESOURCES Ee Neo Qualifications 1 Oy Meo randomemployees c Meo emp eeod listy C Meo emp eeod terminated OI Meo eeod by gender Meo eeod by be all HC NEO BC Gender Counts HO Meo avg los by be eo Meo Additional Person Info eC Meo eeo4 headcnt Oy Meo eeod4 by be Human Resources View All Business Areas are the collections of folders that contain information with a common business purpose and includes the tables and items in the Oracle database Folders are the second level of information in Discoverer and are groups of related information Folders are tied to the database tables that make up the Oracle database Items are the third level of information in Discoverer Each item is tied to a
26. and select sort This will open the Edit Worksheet dialog box to the Sort Tab If there are no sort options shown select the Add button select the column to sort by clicking the black down arrow to all columns available Select the direction drop down list to select sort order low to high or high to low Group Sorting will be covered later in this chapter The Hidden check box will hide the column that is being sorted i e when sorting issues by the month by checking the box to hide the month column it will make the column not show on the report Then select OK To further sort the report repeat the above steps until the report is completely sorted 6 3 Group Sorting NOTE Remember a Group Sort can be applied on a table worksheet but not on a cross tab worksheet Edit Worksheet Worksheet Layout Select items Table Layout Sort Parameters Click Add and then select a column to sort Selectthe Group sort type to hide repeated cell values in a column Check Hidden to hide a sorted column in the worksheet Direction SortType Hidden Sort by leh ABFullName LowtaHigh Normal C Group Sort Properties Show SQL OK Cancel The steps involved in applying a group sort is similar to the simple sort except this time select Group Sort on the sort dialog box Northeast Ohio Regional Sewer District P Page 33 of 60 Information Technology Department Technology Services IT Training Material Orac
27. did not work with Oracle web based applications and Internet solutions Discoverer allows us to choose items from different tables and folders As long as there is a link in the database and the business views are linked the fields can be used in the reports As with any new program there is certainly a lack of knowledge of Discoverer This user manual was designed to help Discoverer users to start with the basics and finish of the program When this course is completed students should be able to run and create their own Discoverer Reports Northeast Ohio Regional Sewer District P Page 3 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 2 Terminology Here are some of the common terms Menu bar is a standard menu bar which provides for the common tasks i e printing opening and saving files and accessing help ACE Edit View Format Tools Help New Ctri N TT ai 44 zi zz gt Yes Er V 3 a A A Open Ctrl O 7 Close B gt ey BB BA Double click here to edit the title Save As Export Export to HTML Page Items Export to Excel Actual Termination Date Full Name Leaving Reason Job Title Organization Last Name Share Page Setup Print Preview Print Workbook Properties Exit FFE oo ce A Tool Bar provides shortcut icons for most of the common
28. e selecting this option tells Discoverer that the data is not time sensitive It will always use the Summary Tables e Only when summary data is not out of date stale Select this option when the data is time sensitive The user specifies the number of days from the last update of the summary tables e Never Selecting this option retrieves current data every time the report is ran Selecting the options for the Query Governor Data e Warn me if predicted query time exceeds When retrieving data for a worksheet Discoverer estimates the query completion time Select this option to see a warning message if the query will take a long time to execute This message will only appear if the query will exceed the time specified Northeast Ohio Regional Sewer District P Page 13 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual e Prevent queries from running longer than This option selects the run time for the query If it exceeds the specified time the query will cancel e Limit retrieved query data to This option controls the maximum number of rows to return A message will display if not all rows are retrieved to inform the possibility that incomplete data is displayed e Retrieve data incrementally in groups of This option allows Discoverer to bring back data quicker from very large tables The default setting is 250 rows What it does is bring
29. e data on the workbook When complete select the Finish button the report will run The results window will appear this shows the data that was retrieved for the query E BALSONR Supervisor List OracleBI Discoverer Microsoft Internet Explorer provided by ITDepartment File Edit View Format Tools Help wv eoa mR PM 1 A me KH S Y A Bs T vo BB amp amp Available Items RrR EYW Se GB Items Conditions Calculations Double click here to edit the title Page Items List Q HR_HUMAN_RESOUR S gt Full Name gt First Name gt Middle Name gt Last Name gt Job Title gt Organization gt Location La Adkins Bob L Adkins Pi Maint Mgr Mechanical Southerly ch Adryan Mark Adryan Pt Const amp Safety Coordinator Southerly Oper Southerly Me e D EMSC i i aste n i O g Hi D c x r 2 P 3 Wy a 218 8 Z a z 3 0 d i 34 2 33 Alicea Gina M i Human Resources Assoc ll Human Resources Administration Andexler Field Tech Operator n Anderson Raymond Andexler Todd Yy Todd Andino Miguel 4 Andres Denise 4 Denise Andrews Brian S Andrulis Stacy K Stacy 9 pes a m OPA OD mH e E wiry N Tyo ays o m na 12 Q o olla 3 a 3 IE 3 9 3 F x D lt 3 2 5 o 5 9 3 3 ga A 3 2 3 H a T e C er er inistration inistration r r ri er inistration T 2 7a ra
30. e sum or the average Once the format is selected select on the Next button Northeast Ohio Regional Sewer District P Page 19 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 2 Selecting Items for the Workbook The second step of the Workbook Wizard is used to select the items for the report Select the items from the available folders list The wizard utilizes the following symbols e A plus sign shows there is another level in the structure that is not shown but can be e A minus sign indicates that the lower level is displayed e The absence of a sign indicates there is not another level The items with the plus sign have children of the object To open that child select on the plus sign or double select the object name Drag and drop the selected items or highlight them then select the right arrow If there are multiple items needed for the report hold down the Ctrl key select all the required items release the Ctrl key then select the right arrow After all items are selected for the report run the query by selecting the Finish button or continue using the Wizard to refine the query by selecting the Next button Workbook Wizard Step 2 of 5 Select Items To add items to your worksheet selectthem from the Available list and move them to the Selected list Available Selected Items Conditions Calculations List S HR_HUMANM RESOURCES
31. e Database Dialog shows the list of workbooks that have been saved to the database and are available to run e Scheduled Dialog show the list of reports that have already run and are now available to view A scheduled workbook will be covered in more detail later BALSONR Supervisor List OracleBl Discoverer Microsoft Internet Explorer provided by ITDepartment las Edit View Format Tools Help I 4 amp YB BSB Oper g EEE oo at m Opens a workbook oe a ee u RB B co Bis Double click here to edit the title Fave As Export Export to HTML Fage Items Export to Excel d F Full Mare F First Name b Middle Mare F Last Mame t Job Title F E yen Wark e EE Aiea Gra fera O iee Raman RescrcesAss00 1 Hae Foma Share Page Setup Print Preview Print Exit Workbook Properties mo 0 js pm pon e po pbs pe O Neo Additional Person Into jj 1o A Sy E re l l Ai Ad Lirit inar Cot 1 1 1 1 Siero Ade Ade A rrnnly Tarir ttina Northeast Ohio Regional Sewer District P Page 26 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual E Open Workbook from Database Choose a target worksheet by browsing available workbooks and selecting a worksheet View All Workbooks ka Mame contains fs Clear Workbooks Mame hon List of Managers in Oracle BALSONMR et MEO Anniversari
32. e other applications To export to other applications 1 Open the workbook to export 2 From the menu choose File Export View Format Tools Help Wes we YE TE I Bb amp amp Bl Save As Current Ei Export Exports the workbook to a new file format Page Items Export toa Excel k Budget Center b Full Mame F Date Of Hire P Eth Pozwick Briant 25 Sep 2002 we Poole Stephen 26 SEP 2005 white arshbarger Anen 14 war 2008 te McNesley David_ 16 MAY 1877 hte osz James J oa Decrees wie Share Page Setup Print Preview Print Workbook Properties 4 2 a 4 5 5 ii 5 Exit EFL Neo Additional Person Into im Ecnausl Lower E os mav 1875_ vmte1 Bitzer dy H_ 1S J0N 2008_ wte co i a ma m a m a m a m m m a a a e a S o ra aa G aa G a a G a G m G oy oy oa m S G m S G m B G mn S G man S G m S G man S G m T G a S E oe oy oe ff RK 3 The Export wizard will open Answer the questions on this page then select Next Northeast Ohio Regional Sewer District P Page 55 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual E Export Step 1 of 4 Select What do you want to export 4 i Entire workbook Current worksheet Table v Graph 4 On page three of the wizard if there is a graph selec
33. e this parameter VWihat properties do you wantto give this parameter Require users to enter a value Enable users to select multiple values This parameter is based on the item named Meo eect all Hire date Month What prompt do you wantto show for this parameter Enter abbreviation for hoanth What description do you wantta show for this parameter Do you wantto allow different parameter values for each worksheet Allow only one set of parameter values for all worksheets i i Allow different parameter values for each worksheet what default value do you want to give this parameter E Do you want to filter the list of values for this parameter OK Cancel Northeast Ohio Regional Sewer District P Page 39 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual To use the menu select Tools Parameters which will open the Edit Sheet dialog box to the Parameter tab From there the process is the same Note If the report is being scheduled to run at a later time the user will have to answer the parameters at the time it is being scheduled 7 7 Calculations Discoverer has a range of calculations it can perform common mathematical functions and it uses a full range of operators to give required results A calculation can be used within another calculation File Edit View Format Mime ze Wes amp E e Ai Available tems Sor
34. e window Then select Sheet Refresh Sheet from the menu to retrieve the data for that sheet Northeast Ohio Regional Sewer District P Page 27 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 8 Scheduled Workbooks Workbooks can be scheduled to run at a specific time An example of this might be a weekly inventory report which is required to run every Thursday evening so that the current inventory is shown so the inventory that requires replenishment can be ordered on Friday The Discoverer Administrator can set the schedule for this report to run If the Discoverer Administrator has granted the appropriate privileges to schedule the workbook the report writer could schedule these to run Other reasons to schedule a workbook to run e The workbook will take a long time to run e The workbook is required to run on a reoccurring basis Since the scheduled report runs on the server not on the local personnel computer the local computer does not need to be on The results of the report will be saved on the server and be available to upon log in to Discoverer Note The worksheets in a scheduled workbook contain data that was derived specifically for that report Work with the data in a normal manner A reminder message will appear if there are changes to the data that states the new data is not the same as the old data 5 9 Saving a Workbook There are se
35. eeeesseeeeeeeeeeeaeeeeees 26 5 8 Sched led W OLKDOOKS vesers tieni ddvacvartatawene E E E 28 Do OAV VV OR DOOK eriersirnet E 28 5 10 Refreshing Data ina Workbook sariren a toutes 29 6 Chapter 2 Custonuzine the Query sx iiiccerctdh suicide declare lien Readedeewhadedes 31 6 1 Formatting Data Headings and Totals wed crouse scan ueheccchieeeu inter areumiwncaiesecans 31 6 2 SOttme Data asain dercactaia E ai veh A nunianie ial ids 32 V OrOUP S OL ea a otantesaanetad babad aamiossaedencnsothantenaandastinbareesiams 33 Ta Chapter Query Condi oSer hee aloes dered 34 7 1 Filtering the Data or Setting Conditions nessessseseenssssssssserersssssssseerrsssssssseeeees 34 7 2 Adding Conditions to a New Workbook ccccccccccessseeeeeeeceeeeaeeenseeceeeeeeeaaeeeenes 34 7 3 Adding a condition from the Too bar 2 0 0 ceccccccccccccceeesseseeeeeeeeeeeeseeeeeeeeeeeaaeeenees 37 VA Prompting Tor Date sectncsstaxasseota sigur taxetinctlerdederatpatadede a a eaadtesshs 37 PoP AIC AL ONG 25 tao dara shee cee aiser eng ee dea da ae tee ce alia go ew daa dares nda eee sila ea aon teaes 40 FSP ree CS s O N alae 43 TEA Oy AMM E EO a e E A E EEA 45 S Chapter dsr pS a a a Ia ee nee 49 Sel Usmo CGraphsin the REDONS sariroiennii ne E a 49 S CTED e EO a Mid ciel a E teenth ienieuseseseacnhek 49 o2 Usine the Graph Too lba enie ae eon eit 53 Bo Savine NE Grap ieena e E ane edlaeitia 53 6 4 Dele tine the Grapher a ene eai 54 0 Chapters E
36. er District P Page 29 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual E Manage Workbooks View all Workbooks S Name contains oo OE Clear Workbooks Mame wher Modified EER b List of Managers in Oracle BALSOMR Dec 1 2006 8 14 4M Ee MEO Anniversaries amp Birthdays BALSOMR Apr 20 2009 11 00 AM 2 0 Sheet 1 Ei BALSORMR Sep 5 Z007 4 17 PM EFF b NEO Current EEs Demographic detail BALSOMR Feb 4 2009 8 42 AM is MEO EE Job Length of Service amp Quali BALSONR Jun 19 2008 10 15 AM H b NEO EE Salary History w Job BALSOMR Jun 5 4009 11 19 4M E MEO EE Salary Information by Job BALSOMR Aug 6 2008 2 10 PM BAT MEG EEs Grade Job Salam ALL EES BALSOMR Jun 5 2009 11 27 AM Et b NEO Employees w Location amp Job BALSOMR Jan 22 2010 2 53 PM 2 C EE with Job ff EE by Last Mame ga HEG Mews Hi e FeHire Report EAI SONR lar aq 2004 T25 AM Description Mo description available Northeast Ohio Regional Sewer District P Page 30 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 6 Chapter 2 Customizing the Query 6 1 Formatting Data Headings and Totals Formatting the data in the worksheet can be accomplished by applying a format mask that was previously defined by the administrator or the user can define a format To accomplish this select the Edit Shee
37. es amp Birthdays BALSOMR Apr 20 2009 11 00 4M H MEO BC Gender Counts by BC BALSOMR Sep 5 2007 4 17 PM BET MEO Current EEs Demographic detail BALSONR Feb 4 2009 8 42 AM H MEG EE Job Length of Service amp Quali BALSONR Jun 19 2008 10 15 4M ee MEO EE Salary History w Job BALSOMR Jun 5 2009 11 19 AM et MEO EE Salary Information by Job BALSOMR Aug 6 2008 2 10 PM a MEO EEs Grade Job Salam ALL EEs BALSONR Jun 5 2009 11 27 AM H MEO Employees w Location amp Job BALSOMR Jan 22 2010 2 53 Phi BE MEO New Hire ReHire Report BALSONMR Jan 29 2009 7 25 Ant ei MNEORSD Hire Date by MONTH wEEO4 BALSONR Jan 22 2010 8 46 AM BET MEO Termination Report BALSOMR Mov 20 2008 2 76 Phi oe Supervisor List BALSONMR May 26 2009 3 19 Ph Description Mo description available open oane Select the workbook from the appropriate list and select Open The workbook will open A query execution progress dialog box will appear showing the estimated loading time for the first sheet In Discoverer there are options that can be set which limit the time allotted to open the worksheet If the query will take longer than the set limit a dialog box will open to continue select one of the following Select Yes The query runs and fills the worksheet with the most recent data Select No The worksheet opens but contains no data Select No to see a different worksheet from the first one Just select the worksheet tab required from the bottom of th
38. folders You can disable this feature but this may resultin incorrect data F Disable multiple join path detection Discoverer can show all joins in available folders Discoverer can also show the joins connecting the selected folders of a worksheet Show Joins OK Cancel This tab is for the Discoverer administrator Do not make changes here without the Discoverer administrator assistance Northeast Ohio Regional Sewer District P Page 16 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select EUL tab Options General Query Governor Sheet Formats Advanced EuL End User Layer Access You have access to more than one End User Layer EUL An EUL is a collection of tables inthe database that controls your ability to create and use workbooks Please contact your Discoverer manager if you need help You can select a default EUL for Discoverer to Use each time you create a new connection to your database Selecta default EUL MOETIA_EUL OK Cancel This tab tells Discoverer which End User Layer EUL to use The Discoverer administrator will provide the proper EUL name To select a different EUL select the arrow next to the EUL name and choose the correct EUL from the list Remember once the EUL is changed Discoverer needs to reconnect to the database To reconnect Discoverer to the database select from the file menu
39. ies from the menu Enter the desired description in the description block Then click the save button E BALSONR Supervisor List OracleBl Discoverer Microsoft Internet Explorer provided by lee Edit wiew Format Tools BHew Open Close Save AS Export Export ta HTML Page Items Export to Excel S aaas i e Full Mame b First Mame amp Middle Marne L Anielski Brian S Brian a re lmn mdha man man mbl ma Fage Setup E Print Previews gt 0 OHA Dna yo php Northeast Ohio Regional Sewer District P Page 24 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual A Workbook Properties Mame Supervisor List Owner BALSONMR Date Created Aug 27 2007 1 55 PM Date Modified May 26 2009 3 19 PM Identifier SUPERVISOR _LIST Description Northeast Ohio Regional Sewer District P Page 25 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 7 Opening a Previously Created Workbook To open a workbook that has been saved to the database choose one of the following e Select Open an existing workbook option in the Wizard e Select File Open from the menu e Select the Open Workbook icon from the toolbar e A dialog box will appear with the following two choices either to open a workbook from the database or open a scheduled workbook
40. label do you wantto be shown eS Calculate totals across all pages Help OK Cancel The Edit Total dialog will appear Make the required changes and select OK Northeast Ohio Regional Sewer District P Page 48 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 8 Chapter 4 Graphs 8 1 Using Graphs in the Reports By using a graph there is a pictorial presentation of the data in the report The graph can also be used as an analysis tool to visually highlight trends Discoverer includes the following types of graphs area bar line pie scatter graphs and several others The Graph Wizard helps create and edit the graph used in the report Any changes to the data in the worksheet the graph will automatically update showing the new data Graphs are also automatically saved with the worksheet Graphing Terminology The following are the terms used by the Graph Wizard Selecting the Correct Graph Type When using Discoverer to present the data in a graph there are 12 graph types from which to choose Each of these will have several sub type variations within them An example of this is in the Area Graph the sub types are Area Percent Area and Stacked Area Most of the sub types have a 3 D effect that can be turn on or off by using the 3D Effect check box Discoverer utilizes a Graph Wizard to create a graph of the worksheet data
41. le Discoverer User Training Manual 7 Chapter 3 Query Conditions 7 1 Filtering the Data or Setting Conditions Oracle Discoverer uses conditions which are filters that are placed on an item to limit the number of rows that are retrieving from the database There are two types of conditions that can be applied The first is the administrator defined condition This is one that the Discoverer Administrator has set up as a condition that would be used frequently The second type is user defined created by the user to apply to the workbook or worksheet 7 2 Adding Conditions to a New Workbook When creating a new report step five of the wizard is where any conditions are applied to obtain the data required File Edit View Format Bimi Creaa Al E 25 Kr GV BS Available Items Double click here to edit the title Fn 3 EV t 7 25 Ae EA ALITI Conditions Filters data that matthes specified criteria a Eget cerier atals List Ee HR_HUMAN_RES E Edit Worksheet Worksheet Layout Select Items Table Layout Sort Parameters To add items to your worksheet selecttherm from the Available list and move them to the Selected list Available Selected tems Conditions Calculations mle ASFullName List D att Lg First_Name ist E ems al pL Middle Name EMA My Conditions gy Last_Name i Y f Employment_Category LIKE Regular m Jobd Job_ Title Leh Organization imh Location r Supervisor Full_Mame
42. lect Sheet Refresh Sheet or the Refresh icon on the toolbar the data displayed then would be based on current data Deleting a Workbook File Edit View Format Tools Help eoe n Pal nuE 2 SYS BB Bge U gt See BB Be Available Items 3 5 ee Double click here to edit the title Ree EY 7 amp items Conditions Calculations STE o ayot ceri i gt E Budget center List HR_HUMAN_RESOUR lf a workbook needs to permanently remove from the database it can be deleted Note The user must have the correct database privileges to delete a workbook Also if the workbook is a shared workbook it cannot be deleted unless the user is the owner of it To delete a workbook select Tools Manage Workbooks Delete A dialog box will appear to show all the workbooks on the database that the user owns Select the one to delete and then select the Delete button File Edit View Format BGWES Help TITE e z 843 OS gt 5 ee BB De Available Items Sort z Yes VY Conditions Calculations Items Conditions Ca Percentages Double click here to edit the title 3 Budget center Totals List F HR_HUMAN_RES i Parameters s SUM Males SUM Emp count SUM Ethnic origin Refresh Sheet v Auto Refresh Retrieve All Rows Show SQL Manage Workbooks Manages the workbooks Options fetes Te aed Northeast Ohio Regional Sew
43. menu tasks The icons can be used to save time File Edit View Format Tools Help B z E te ted RR E D amp Available Items i Double click here to edit the title n e e Se L Items Conditions Calculations Page Items List J HR_HUMAN_RESOUR i Actual Termination Date Full Name Leaving Reason Job Title Organization Last Name Northeast Ohio Regional Sewer District P Page 4 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Workbook Wizard is used to create new workbook or worksheets It is a great way to start writing reports a E Workbook Wizard Step 1 of 5 Worksheet Layout Select the objects to display in the worksheet Title Example Page Items Crosstab Table Graph Placement Graph below Table Text Area Mext gt ginish canei Help is accessed through the menu The Help menu it is divided into several areas Manuals and Help Topics There is also a context sensitive help File Edit View Format Tools Maalis sa aa T DRENTE ee ag Lists Help topics Network i sts Help tonics SBE Bt About Discoverer Available Items Double click here to edit the title Rruz EY Se EH tems Conditions Calculations List HR_HUMAN_RESOUR Y ca Adkins Bob L L Pit Maint Mar Mechanical Southerly Page Ite
44. ms gt Full Name gt First Name Middle Name gt Last Name Job Title gt Organi ee Adryan Mark Mark PY tegen Pit Const amp Safety Coordinator Southerly q Ey Alexander Freelon Freeon M Alexander Pit Util Maint Person Westerly eee a Alicea Gina M Gina Alicea Human Resources Assoc ll Human Reg i a L aia Workbook is used to prepare the layout for the report and to select the data required in the report The workbook has worksheets in it Each worksheet contains data related to the workbook but might be arranged differently The workbook has a standard menu and toolbar The toolbar allows quick access to commonly used menu options Northeast Ohio Regional Sewer District P Page 5 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Double click here to edit the title Fage ltems b Full Marne b First Name b Middle Name F Last Name P Job Title Organization F Location Piezaren Freon Feeion fm ices Gra ora fm anderson Raymond Reymond C ander TeaaW Tea w nano gue A wut A Anares Dersen Denise A andrews brons Brian e Anat Stecyk eaey anes Bren S Brian S Anes Jorathen Jonathan Appel Werks we e ride chariesfchares W Asustne John fiche aazara Roran Rona Eason osana Rosana ____ Babon RS Appt Arayat Puran Resouces Administrator w pw m P w Worksheets cont
45. o your worksheet select them from the Available list and move them to the Selected list Available Selected ans Calculations mla Actual_Termination_Date ly Full_ Mame Ly Leaving Reason gy Jobd Job_Title ie ity Percentages ly Organization SE My Totals ra ly Last Name ear Y Actual_Termination_DODate Term Date From Y Actual Termination _Date Term date To Show Delete VF Mew Condition l amp New Calculation 2 Mew Total Northeast Ohio Regional Sewer District P Page 44 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual To create a percentage select the New button The New Percentage dialog box opens The first box in the top left hand corner of the dialog is where the name for this percentage is applied Then select from the drop down list which data point to use for the calculation of the percentage Then select whether it will be a grand total percentage or a sum of each change Select if this percentage is for all sheets or just this one On the right side of the dialog box select whether the grand total number to show along with the percentage There is drop down list of the label choices select the desired label Then select OK Percentages can be added to an existing sheet by using the menu Tools Percentages This will open up the Edit sheet dialog box to the percentage tab From there the steps are exactly the same
46. ormat Title Double click here to edit the title Tewt Ares Double click here to edit the text area OK Cancel Select the default setting for the following items e Data Format e Heading Format e Total Format Highlight the setting that requires formatting The example box shows a sample Select the change button to see a list of format options make required changes and select OK Repeat for each default setting that require changing Select OK if there are no more options that require setting Northeast Ohio Regional Sewer District P Page 15 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select the Advanced Tab Options General Query Governor Sheet Formats Advanced EUL Automatic Querying Discoverer automatically queries the database when you make changes to your sheet and the results are not in the Discoverer Server cache You can disable automatic querying from the database To quer manually Use the Refresh Sheet command C Disable automatic querying from database fonly use cached results Joins Discoverer detects and prevents certain queries that could return ambiguous results This automatic detection can be disabled ifyou wish to see such data See About fan traps in the online Help for more detail Disable fan trap detection Discoverer asks you to resolve multiple join paths between two or more
47. r initial connection prevents the new data from appearing in a results window e Don t show expired results on exit delete results automatically deletes the results upon exiting Discoverer e Show wizard graphics This selects or deselects the graphics on the wizards When all options on all tabs have been set select OK Northeast Ohio Regional Sewer District P Page 12 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select the Query Governor Tab The Query Governor options reduce the time it takes to execute a query This tab is divided into two parts the Summary Data and the Query Governor The Summary data section allows the default setting for utilizing summary data The choices are E Options General f Query Governor i Sheet Formats Advanced EUL Summary Data Summary data can be setup by your Discoverer manager to improve performance When do you wantto use summary data Always when available 2 Only when summary data is not out of date stale C Never Wer Governor mins secs Warn me if predicted query time exceeds 4 00 mins secs komn G 10000 G Prevent queries from running longer than 30 00 Hh LA w Limit retrieved query data to 1000 rows Retrieve data incrementally in groups of 250 rows a pr Cancel listot values retrieval after 0 15 mins sets e Always when availabl
48. rties showsar ok J cawe The calculation will appear in the Calculations Dialog box with a checkmark beside it which indicates that the calculation is applied to the worksheet Select OK in the Calculation dialog box Then the calculated item will be added to the report 7 8 Percentages Calculating percentages of numbers is a data analysis task When using the Percentages feature specify the data to use to calculate a percentage This is done is step 8 of the workbook wizard File Edit View Format Mimi Available tems Sort Bie fen Y Pe z Me E 7 conditions Calculations Conditions Percentages Double click here E Budget center Totals Parg Calculates data using percentages jes SUM Emp count SUM Ethnic origin List E HR HUMAN RES Northeast Ohio Regional Sewer District P Page 43 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected Conditions Calculations el Actwal_Termination_Date lt mL gh Full_ Name List All items r 7 l La on Leaving Reason EH My Calculations 3 Jobd Job_Title Re hy Percentages ly Organization SY hy Totals ora Last Name T Actual_Termination_Date Term Date From i Actual Termination Date Term date To Select Items To add items t
49. scoverer occasionally will give alert messages on run time or database returns more information then the maximum Choosing the supervised print these messages will be seen Utilizing the unsupervised print all alert messages are ignored Select finish to print the worksheet E Print Print Current Worksheet Table Graph Page ltems Print Current Selections C Print All Combinations d Automatically Resolve Issues that Occur During Printing Page Setup Help Preview OK Cancel Note If exporting or printing a paged worksheet then repeat the above steps until every combination is either exported or printed Northeast Ohio Regional Sewer District P Page 60 of 60 Information Technology Department Technology Services IT Training Material
50. se select the one you wish to use below Responsibility Select a Responsibility Locale Locale retrieved from browser Database User Name herbertc Database Train Connection Type APPS Responsibility iRecruitment Employee Candidate v IRecruitment Employee Candidate NEORSD ER User NEORSD IT FINANCIAL ANALYSIS Exit Help Copyright C2000 2005 Oracle Corporation All rights reserved About OracleBl Discoverer Version 10 1 2 54 25 Oracle Technology Network Northeast Ohio Regional Sewer District P Page 10 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 4 Setting Options BALSONR Supervisor List OracleBI Discoverer Microsoft Internet Explorer provided b File Edit View Format Bima Help 2w amp oa i Eor Kor Be br Sa Bb amp amp Available terms Sort i ofa D f vu iti 2h Mos amp Y conditions a Calculations tems Conditions Ca Percentages List HR_HUMAN_RES 10 T om Refresh sheet reer Freon reson JW io Auto Retesh soran era h fae is Rerieve All Rows ance nm show SQL CACT c Manage Workbooks 5 Miguel A Miguel i N o bays Brian S CJ Meo Additional Perso anne a A a Parameters Il Marre b First Mame amp Middle Mame select the default options for all the workbooks by selecting Tool Options from the menu This will open an Options Dialog box The follo
51. ski John Barnhill Robet L Robert pl ASFull_Name Bartone John C imant Tech Southerly mart g Officer r vr vr WwW Operator C 2 vesteriy Oner__ Westerly ec erator icati ec ur erator a a o im gt a olol FEJES o F Northeast Ohio Regional Sewer District P Page 22 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 6 Editing the Worksheet after Running After running the query to edit add or remove items from the worksheet do one of the following Removing items from worksheet select the item to remove and then select Edit Delete from the menu Or select the edit sheet icon simply select the item to delete from the Selected Items list and select the Left Arrow button Adding items to the worksheet select the Edit Sheet icon from the toolbar or select Sheet Edit Sheet from the menu Either one returns starts the wizard then select the item or items from the Available List Select the Right Arrow button or drag the item to the Selected List View Format Tools Help Worksheet Edits the current worksheet page Items EI Biurka waria Table S Females SUM Males SUM Emp count SUM Ethnic origin Title Text Area Add Worksheet Delete Worksheet Move Worksheet Rename Worksheet Duplicate Worksheet Worksheet Properties 6 EE a _ n l
52. t a E y iti T ip We Conditions Calculations Double click here te Percentages Tota alculates data using a formula Parameters s SUM Males SUM Emp count SUM Ethnic origin When adding a condition to an existing worksheet then from the menu select Tools Calculations Or select the Calculator icon on the toolbar E Edit Worksheet Worksheet Layout Select Items Table Layout Sort Parameters To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected items Conditions Calculations ely ASFull_Narne i Ley Jobd Job_Title List D all items i vacation rg My Calculations L gn Organization Be My Percentages Ae hy Totals Properties _showsar ok _ canei Northeast Ohio Regional Sewer District P Page 40 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual This will open up the Edit Worksheet dialog to the Calculations tab The Calculation dialog contains a View Calculations for list of value for all the items available in the worksheet E Edit Worksheet Select items Table Layout Sort Parameters To add items to your worksheet selectthem from the Available list and mowe them to the Selected list Available Selected tems Conditions Calculations mle ASFull_Name Leh Jobd Job_Title Lh Location el gh Organiza
53. t and you wish to change it to a single table drag the items from the page axis to the detail axis Workbook Wizard Step 3 of 5 Table Layout To change the layout of information in your worksheet click and drag the column headings to the location you want To change format settings click the Properties button Show Page Items Hide Duplicate Rows Fage tems Help Properties Showssa lt Back Next gt Einish cance Northeast Ohio Regional Sewer District P Page 21 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual To move a column to another location just select and drag it to the desired location The other option in this third step is to hide any duplicate rows By selecting the Hide Duplicate Rows box in the upper right hand side of the window only a single row for the items that have duplicates in the database will show 5 5 Renaming a Worksheet Open the workbook that contains the worksheet to be renamed Do one of the following e Double select the tab at the bottom of the worksheet e Select Sheet Rename from the menu Either choice will bring up a dialog box to rename the Worksheet Type in the new name and select OK 5 6 Running the Worksheet With the items selected for the query either run the query by selecting the Finish button or continue the Workbook Wizard for additional help in customizing th
54. t the size of the graph Then select Next E Export Step 2 of 4 Format and Name What export format do you wantto use Table Microsoft Excel Workbook xls Graph Portable Network Graphics prng a Where do you wantto save the files Destination CiDocuments and Setingswadministratar What do you want to name the files Mame MEO Current EEs Demographic detail Northeast Ohio Regional Sewer District P Page 56 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Export Step 3 of 4 Graph How do you wantto export the graph a Lise Current On Screen Size D Specify Height Pixels Width Pixels 5 If there are any parameters in the report answer the questions in the Choose Parameter page Then select Next Export Step 4 of 4 Supervise Do you wantto supervise the export process O You willbe asked to resolve any issues that occur during the export process CD Unsupervised Discoverer will automatically run all queries before worksheets are exported and will ignore all alert messages 6 The worksheets are saved in the format selected and in the directory selected An Export log will appear showing the status of the export Northeast Ohio Regional Sewer District P Page 57 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual E E
55. t toolbar icon Select the Default Format tab Select the item or items that require the format changed and then select the Change button Then select the text or number tab The format categories that will be available will depend on the type data that has been selected to format To reset everything back to the original settings select Reset File Edit View Format Tools Help 20454 RDM a 9 wns 5 8 Y 8 BaD B lt EditWorksheettP F 3b Ho B EB Bh Available Items BERNKELS oO Items Conditions Calculations i Page Items A Budget center List J HR_HUMAN_RESOUR S Females SUM Males SUM Emp count SUM Ethnic origin p d Double click here to edit the title SM Edit Worksheet Select the objects to display in the worksheet Title Example v Table _ Graph Placement Graph below Table _ Text Area Properties Show SQL Northeast Ohio Regional Sewer District P Page 31 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 6 2 Sorting Data By sorting the data it is arranged either numerically or alphabetically The sort can be either low to high ascending or high to low descending order sorting helps in the process of analyzing the data Simple Table Sorting File Edit View Format SME Xe he EV AS Available Items l Rre eaY Sorts
56. tion List All tems E All items ov Selected Items eh ASF ull_ Mame Ley Jobd Job_Title Leh Location e Organization Select the new button to create a new calculation gE m ara 7 r Edit Worksheet j r worksheet Layout Select Items Table Layout Sort Parameters E To add items to your worksheet select them from the Available list and move them to the Selected list Available Selected tems Conditions Calculations mle ASP ull Mame Lgh Jobd glob Title List All Items E necting 7 hiv Calculations E gH Organization BE hy Percentages AS My Totals VE New Condition a Mew Calculation re E NewPercentage MAA F New Total a dd eT Northeast Ohio Regional Sewer District P Page 41 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual The New Calculation dialog box will appear First give the calculation a name Then select from the list of values to show either Selected items Functions etc E New Calculation What do vou wantto name this calculation Calculation Select items and functions trom the list on the left and paste therm into the calculation Show O Selected Items Calculation B AfFul_ Name ey JobdgJob_Title teh Location beh Organization Description Employee Full Name Last Title __Insert Formula from Template First Middle Indexed column
57. title Select the Insert button to insert a date time or other worksheet information and then select the item to add Select the Font button to choose the font and color you want the title k Edit Graph Type K Style f Titles Totals and Series Axis li Y AxiS i Plot Area l Legend Titles Totals and Series ect totals and select series Show Tithe Vwhat would you like to display in your graph Data only Show null values as zero Graph series by Columns 0 Rows S Axis COSTEBUDGET_ CERTER 4 Full_Mame Date_oOof_Hire Ethnic_Group Jobd Jtob_ Tithe Qate_Of_Last_Hire Gender Location Organization Grade Series Age Northeast Ohio Regional Sewer District P Page 50 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 4 Then answer the question What would you like to display in your graph by selecting one of the radio buttons e Data Only to graph all the data point values of the worksheet excluding any totals e Totals Only to graph only the data in the totals row of the worksheet e Both Data and Totals to graph everything in the worksheet 5 If creating a Dual Y graph the Y2 Axis dialog will appear repeat step 8 Then select Next E Edit Graph Type Style Titles Totals and Series y axis PlotArea Legend Select options for the Y1 xis on your graph Show Y1 Axis Title
58. veral options to save a workbook but it depends on whether the privileges granted e The owner of the workbook with the correct privileges can save the workbook and the changes by selecting the Save icon or by selecting from the menu File Save e fit is a shared workbook use the Save As command to save the workbook using a different name provided the correct privileges have been granted e lf the privileges to save the workbook have not been granted the workbook can be viewed and edited but the changes cannot be saved e To save a workbook select one of the following e Select File Save the workbook is saved and remains open e Select File Close the workbook will close if no changes were made If changes were made a dialog box will appear prompting that the changes be saved e Select File Save As a dialog box will appear prompting for a new name for the workbook Once the new name is entered select Save Select Cancel and the workbook will remain open without saving any changes made Northeast Ohio Regional Sewer District P Page 28 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 5 10 Refreshing Data ina Workbook The data in the worksheet is a result of querying the database at a certain time To refresh the data re query the database By refreshing the data it ensures that the data being viewed is up to date To refresh data in a worksheet se
59. wing tabs are available e General Query Governor Sheet Formats Advanced EUL Northeast Ohio Regional Sewer District P Page 11 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual Select the General Tab General Query Governor Sheet Formats Advanced EUL workbooks After opening a workbook Bun query automatically Don t run query leave sheet empty C Ask for confirmation Workbooks in recently used list 0 entries Scheduled workbooks Dont show the new results window after initial connection d Dont show expired results on exit delete results automatically wizards Show wizard graphics Measurement unit Measurement unit for workbooks Pixels OK Cancel This is where the default settings for opening and executing the query are set The choices are as follows e Run query automatically retrieves data specified by the worksheet as soon as the workbook or select the worksheet is opened e Don t run query leave sheet empty retrieves the workbook but it does not contain any data Reason for this option is to select different worksheet than the default one without waiting for the report to execute e Ask for confirmation This is the default setting Once the workbook opens a dialog box appears asking to run the query for the first sheet Scheduled Workbooks e Don t show the new results window afte
60. worksheets and graphs Utilizing this wizard what is seen on the screen will be printed out the same way on paper If the worksheet is a paged table or crosstab then each page of data will have to be printed individually since Discoverer prints exactly what is seen on the screen To print worksheets and their graphs Open the worksheet to print 2 Select the menu option File Print The Print wizard will appear This is a 3 page wizard 3 Answer the questions If printing a sheet that contains a graph or if printing a graph only the wizard will go to page two Select Next lei Edit View Format Tools Help Mew abe ad Re Hoy er E fo os Oper Clase Eg i Bia E E D t E E 1 TN current Emplo Export Export to HTML Exportto Excel ia N F Budget Center P Full Mame F Date Of Hire P Ethnic Gro EE ee ee Page Items E Share E Fage Setup Print Previews FErint Prints the open workbook 4 2 5 4 5 5 P 5 J 4 Select the options for the graphs being printing Select Next 5 Ifthe worksheet contained Parameters a Print Parameter Page dialog box appears answer the questions Select Next Northeast Ohio Regional Sewer District P Page 59 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 6 On page four of the wizard choose either to have the print run supervised or unsupervised Di
61. xpone and Pronin ssa etewtae nate ended neces eae 55 DA TEX POT UMS ARC SUIS orn tlic cet Shasta iaataansatatr cee peal eed Dt nara prea taco 59 9 2 Pie Workbooks and Graphis os cists cece cls ates naaa a aa nteiwwies 59 Northeast Ohio Regional Sewer District P Page 2 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 1 Introduction What is Oracle Discoverer Discoverer is Oracle s data query and ad hoc reporting tool for its Internet based database It is designed to meet the diverse needs and skill sets of business users and to provide access to the data within applications Discoverer has some powerful features including Reporting Wizards _ Generating Sub queries Data Drilling _ Graphs and Charts _ Ability to schedule a report to run at a different time There are four different editions of Discoverer e The Discoverer Administrator Edition is used to create maintain and administer data and the user s interaction with that data e The Discoverer Desktop Edition is the client server tool used to create the queries against the database e The Discoverer Plus gives you tools so you can create your own queries and reports on the web e The Discoverer Viewer allows you to run reports that are created using Discoverer Why Users Need Discoverer Users are often required to run reports In the past Cyborg was used for the reporting tool That system
62. xport Log Export complete Files exported ta CDocuments and SettingsiAdministratar Sheet Name MEO Current EEs Demo Sheet exported successtully MEO Current EEs Demo Graph exported successtully Open the first exported sheet Help 7 On page two of the wizard select the export format from the pull down list then select the location and file name for 8 Select the File Export to HTML menu option or select the Export to HTML icon on the toolbar View Format Tools Help Oper 3 E t Dee Ele Current Emplc Close Save As Export Export to HTML Export to Excel ia Exports the Workbook into Excel format Page Items Budget Center F Full Marne F Date Of Hire F Ethnic Gro ite Not H hie Nat Hi White Nat Hi White Nat Hi init Nat Hi O5 WMAY 1975 White Mot His Share Page Setup T i T eed Print Preview Print Workbook Properties Woodruff Kathryn g O3 DEC 1 990 Black or Africa Austin Giovanni 15 JUM 2009 ica Blotzer Jira H 15 JUM 2009 Wahi mu ra oO D T D 228 ee eee a eee iT i T i rato Northeast Ohio Regional Sewer District P Page 58 of 60 Information Technology Department Technology Services IT Training Material Oracle Discoverer User Training Manual 9 2 Printing Workbooks and Graphs Discoverer provides a Print Wizard to assist printing

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