Why Discoverer Viewer? - Michigan Cancer Consortium
Contents
1. Caseload Table with Enrollment Site with Race with Race and Enroll Site with Hispanic with Hispanic and Enroll Site historical historical statewide Discoverer Viewer Opening a worksheet Running a report To run a report click on the name of the worksheet you want Discoverer Viewer will immediately attempt to retrieve the data for your worksheet While the report is running you will see a Query Progress screen Sometimes you will be given an estimate of how long it will take Discoverer to pull the report data ORACLE Discoverer Viewer Business Intelligence Abnormal Mamm w Diagnosis Query Progress A Executing query Estimated Time Unknown Elapsed Time 00 00 08 Cancel Refresh TIP You can change the refresh rate of this page Please check with your OracleAS administrator or the OracleBl Discoverer documentation for more details Help Copyright c 2000 2005 Oracle Corporation All rights reserved About Oracke l Discoverer Version 10 1 2 55 26 Oracle Technology Network When you have a report open a Worksheets list will be displayed on the left side of the screen The worksheet you have open will be shown in black font and other available reports in the same workbook will be underlined in brown font ORACLE Discoverer Viewer Worksheets Business Intelligence oes E Active Connect gt Workbooks gt Billing Agencies with lt _ Agency Facility ider and Billing Agency Li2. Caseload by Age Group Additional crosstables added This workbook contains a BCCCP Ma Listings and Tables caseload listing and various tables Select program and FY for each report Data for this table are updated nighthy e Case Management VWVW31 Identify cases likely eligible for reimbursement QCCCP Frid for CM WS2 Track those with case management services Please direct questions about individual cases to Ann Garvin 517 335 9087 gt Case Management Lists those clients who have received case WV Mo management services LCA Transfer Cases Transfer cases women screened at your LCA but now BCCCP Wed at a different LCA When you click on the arrow icon next to a workbook name all worksheets in that workbook are displayed Focus Name Description Owner Last Modified Y Discoverer Workbooks gt gt Caseload UPDATED WISEWOMAN Caseload Lists and yyy Friday Februa Caseload Tables See worksheet names for priority fields Caseload by Age Group Listings Additional crosstables added This workbook contains BCCCP Monday March Sie a caseload listing and various tables Select program and FY for each report Data for this table are updated nightly Caseload List by Enroll Date Clicking on the blue triangle nextto the workbook name zooms in on the report and displays all worksheet with County names Most reports have 2 to 3 worksheets in them The Caseload by Age Group reportis an exception
3. Providers VWWS2 Agencies enrollment sites WS3 Facilities VWWS4 Providers Discoverer Viewer A Required Setting in Discoverer Viewer Preferences The Preferences link is available after you have logged onto Discoverer Viewer It is available from the List of Workbooks screen in the upper right corner of the screen ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt 1 Click on the Preferences link A new screen with settings for Query Governor Measure Unit Axis Label Summary Data and Fan Trap Detection A change to the Fan Trap Detection feature is required before running reports ORACLE Discoverer Viewer Business Intelligence Exit Help iv Measure Unit aD Axis Label Preferences Specify values for the following Preferences To change these options later click the Preferences link Cancel _Apply Query Governor 60 Enter a value between 1 and 999999 in seconds 1800 Enter a value between 1 and 999999 in seconds 40000 Enter a row limit value between 1 and 9 W Warn me if predicted time exceeds W Prevent queries from running longer than W Limit retrieved query data to Retrieve data incrementally in groups of Enter a row limit value between 1 and 10000 15 Enter a value between 1 and 99999 in seconds Cancel list of values retrieval after Measure Unit PDF measure unit inches Axis Label T Return to Top Show Axis Label Always
4. Summary Data a Return to Top Select when to use summary data Always 1 available C Onl en summary data is not out of date stale TIP Summary data can be by your OracleBl Discoverer administrator to improve performance Fan Trap Detection F Return to Top OracleBl Discoverer detects and prevents certain queries that could return ambiguous results This automatic detection can be disabled if you wish to see such data D Enable fan trap detection Cancel Apply Copyright cj2000 2005 Oracle Corporation All rights reserved Al Discoverer Version 10 1 2 55 26 2 Fan trap detection will cause many reports to crash or not run at all The box next to as shown below Fan Trap Detection p OracleBl Discoverer detects and prevents certain queries that could return ambiguous results This automatic detection can be disabled if you wish to see such data This box must be unchecked to run reports Cancel Apply l Enable fan trap detection Discoverer Viewer Errors When Returning to Discoverer Viewer 1 Repeat the steps listed above to return to Discoverer Viewer at a later time Connecting should only take a few seconds at most If you do not connect you will likely see an error message for invalid username or invalid password Retry logging in Tip Errors when connecting to Discoverer have four possible causes 1 Incorrect user information 2 There is a problem with your Internet connecti
5. macro security level setting Excel will not allow you to open a Discoverer worksheet exported to an XLS file if the macro security level in Excel is set to High Excel displays an alert and prevents you from opening the worksheet Security Warning Documents and Settings mcarriDesktop CARRM GOCCP Matching Funds Financial Match Re port xls contains macros Macros may contain viruses Ib is usually safe bo disable macros but if the macros are legitimate vou might lose some Functionality To continue from this warning select Enable Macros Discoverer Viewer reports use a type of macro that cannot be disabled To change your security setting in Microsoft Excel follow this path Tools Options Security Macro Security In the Macro Security interface select a lower setting than the default 14 Discoverer Viewer Changing the Worksheet Display There are two general ways that a report can be changed so that it is better suited for printing or online use 1 the worksheet can be changed by the creator of the report 2 the worksheet display can be changed with settings available to you in Discoverer Viewer Many new settings and options have been added to Discoverer Viewer from the prior version This section will cover only those settings that can directly affect how your report will look when printed You can explore other settings and tools on your own Changing the sort criteria To sort values in a
6. the Export link from the Actions menu on the left side of the screen Actions Rerun query save pave as Revert to saved Send as email Worksheet options 3 The Export Options page will be displayed Choose export type from the drop down list Choose export type Use the drop down list to specify the export file format Microsoft Excel Workbook _xIs typically MS Excel and click Export to display the File Download page File Download Some files can harm your computer fF the file information belor looks suspicious or You do not fully trust the source do not open or save this file File name Financial Match Report xls File type Microsoft Excel Worksheet From disc mdch state mi us Would pou like to open the file or sawe it to your computer 20 a are Always ask before opening this type of file 13 Discoverer Viewer 4 To save your data click Losse d The Save As dialog box will then open and you can rename the exported file before saving it You can also control where the file gets saved Using B instead is not recommended This will display the data in the application associated with the type of file you are saving If you are exporting the file as an Excel document the exported file will open up in Excel However if you close the whole window with the browser button your exported data will not be saved A Special note about exporting to Microsoft Excel
7. Discoverer Viewer for the Michigan BCCCP and WISEWOMAN Oracle Discoverer y a Discoverer Welcome to Discoverer a business intelligence tool that enables you to retrieve and analyze data without having to understand how to access databases Discoverer Viewer Table of Contents Introduction Why Discoverer Viewer What are workbooks What are worksheets What is my username for Discoverer What If do not have an MBCIS account Opening Discoverer Viewer Connecting to Discoverer Viewer A Required Setting in Discoverer Viewer Preferences Errors When Returning to Discoverer Viewer The Worksheet List in Discoverer Viewer Opening a workbook Opening a worksheet Running a report Saving changes to a worksheet Previewing and Printing a Worksheet Exporting Discoverer Worksheets A Special note about macro security level Changing the Worksheet Display Changing the sort criteria Changing the layout of a worksheet Change selection parameters Customizing Discoverer Viewer Discoverer Viewer preferences Worksheet options BCCCP Discoverer Viewer Workbooks by category Report List with Worksheet Names OWNN KA Discoverer Viewer Introduction Discoverer Viewer is a web based reporting software For Michigan BCCCP and WISEWOMAN purposes the software will be run through a Michigan Department of Community Health network server Discoverer Viewer will be accessed through the Internet rather than installed as softwar
8. What is my username for Discoverer To use MBCIS and Discoverer Viewer you will need one or two ids The first id is called your Single Sign On or SSO id This id is granted by the State of Michigan and is used to get you into the state server where MBCIS resides Newer program staff will have the same SSO id and MBCIS id Program staff which has been with the program longer likely has what is referred to as their old MBCIS id from Version 2 and prior of MBCIS If you have an old MBCIS id it will be the one associated with your Discoverer Viewer account What If do not have an MBCIS account If you do not have an MBCIS username you will not be able to use Discoverer To get an MBCIS username you will have to complete the required MBCIS training and submit the User Agreement found in the front of the MBCIS user s manual Discoverer Viewer Opening Discoverer Viewer E https sso state mius jboEvent Submit MBCIS Michigan Breast and Cervical Cancer Control Windows Internet sor LIchigZ i hers h na ryiIical CH Cancer Control information System Client Information View Client Info Enrollment Information View Enrollment Info Insurance Company View Providers Primary Care Providers View Enrollment sites View Providers View Facilities View Enrollment sites View Facilities WISEWOMAN Reports Other Client Information Link to Discoverer Viewer Go to New Agency Enrollment Informat
9. between 1 and 999999 Retrieve data incrementally in groups of Enter a row limit value between 1 and 10000 15 Enter a value between 1 and 99999 in seconds Limit retrieved query data to Cancel list of values retrieval after 18 Discoverer Viewer Worksheet Options The Worksheet options link under the Actions menu takes you to the Worksheet options page Actions Save as Revert to saved Printable page Export Send as email Worksheet options The most useful setting in this interface is the box that shows how null values are displayed in your reports The default setting is the word NULL If you do not like to see the word NULL throughout your reports you can delete this to see blanks or replace it with a period Worksheet options Select the items to display in the worksheet Display Options lien Table aS SS Remove the word NULL to see empty cells for missing data instead Sheet Options Show null values as NULL Maximum 30 characters show values that cannot be aggregated as Maximum 30 characters 19 Discoverer Viewer BCCCP Discoverer Viewer Workbooks by Category CASELOAD Caseload by Age Group Listings and Tables CLAIMS FISCAL Claim Information Paid Amounts by Provider Service Category Claims by Provider THE REPORT TORY USES Claims Search by Client Name or MBCIS ID Matching Funds CDC FY2009 Paid and Rejected Claims Paid and Reje
10. coverer Viewer The thin client version of MBCIS is the result of much planning programming work and application testing to provide you with the best system possible Although it would be convenient for end users to have all data reports built directly into MBCIS the main drawback of doing this is that the greater the number of hard coded reports in the system the slower the system will run for all end users The details involve the processing limitations of the server on which MBCIS resides the Internet connection speed of end users and the number of processes the program requires for a given task The process for making minor changes to hard coded reports is also substantially longer Thus the Discover Viewer tool provides a way to access MBCIS data without affecting the functionality of MBCIS It also provides for easier report customization Discoverer Viewer MBCIS User Runs and views reports How Discoverer Viewer Works MBCIS User Runs and views reports MDCH Server Holds MBCIS and Discoverer Databases Internet State of Michigan MBCIS User Firewall Runs and K views reports e N MBCIS User Runs and views reports BCCCP Programmer Creates and edits reports What are workbooks Workbooks are Discoverer files that contain worksheets displaying data retrieved from the database If you are familiar with spreadsheet applications e g Microsoft Excel you can think of a workbook as a spreadsheet f
11. cted Claims by Provider Pended Claims Authorization Required Select Pended Claims by Hold Code Select Rejected Claims by Hold Code CLINICAL ISSUES Abnormal Mammogram Results Abnormal Pap Results ASCUS Results Assessment Incomplete Results Cancer Counts Case Management CDC Pap Policy FY2010 Eligibility Ineligibility Report ENROLLMENT Client Enrollment Information Client Most Recent Enrollment Family Planning Services by Client GENERAL DATA QUALITY Agency Facility Provider and Billing Agency Lists Clients Near 65 Clinical Data Quality Assurance Service Date Issues in MBCIS LCA Transfer Cases Never Rarely Screened for Pap Test Out of Range Dates Program and Age Mismatch REMINDERS Reminder Labels Anniversary Date Reminder Labels Reminders Tab Reminder Master List Anniversary Date w Phone Reminder Master List Anniversary Date Reminder Master List Reminders Tab Reminder Master List Select Enrollment Site Anniversary Date 20 Last Updated 4 1 2010 Discoverer Viewer WISEWOMAN Discoverer Viewer Reports by Category Last Updated 4 1 2010 CASELOAD Caseload Client Enrollment Information CLAIMS FISCAL Authorized Services with No Associated Claims Final Claims Data Matching Funds Paid and Rejected Claims Select Pended Claims by Hold Code Select Rejected Claims by Hold Code Services Not Authorized to Pay OK to Pay Report INTERVENTION F
12. e note however thatthe column Inches inches Let ozs Right Jo7s Names and sizes are not matched up inches kies properly on the screen Scaling Set the scale of the printed worksheet Scale 1 00 Column Sizes al Set the width of the poetted columns Enrollment Site ID M gt Enrollment Site Name Column size Inches 0 99 5 42 TIP Maximum width of a single column 7 Inches IM Always wrap text when size exceeds column width If this box is not checked text that is too large to fit will be clipped if word wrap tf not enabled through Plus 4 When you are satisfied with your settings click on Preview sample ory _Brintable PDF to continue Oddly either choice will take you to a PDF version of your report for you to inspect and or save In general you will want to use Preview sample Using the latter choice Printable PDF is only recommended if you have already formatted and printed the report previously Tip around the border of your report they can be removed by unchecking the boxes for Print Header and Print Footer in the if you get unwanted characters Content menu 12 Discoverer Viewer Exporting Discoverer worksheets You may export worksheet data from Discoverer Viewer so that you can examine the data or format the report for printing differently To export a Discoverer worksheet as a different file type 1 Display or open the desired worksheet 2 Click on
13. e on your personal computer Discoverer allows real time access to a copy of MBCIS data Because Discoverer Viewer is a separate reporting tool for MBCIS data one cannot add or edit MBCIS data through it With Discoverer Viewer MBCIS users will have access to numerous reports programmed directly hard coded into MBCIS For convenience a link to Discoverer Viewer is available on the main menu of the MBCIS thin client software application In Discoverer Viewer individual reports are stored within folders called workbooks Most workbooks have variations of the same or related reports that are analogous to worksheets in Excel To run a report just open the workbook and choose the name of the worksheet i e report you want Soon report data shows on your screen in the form of a table Some reports require you to first enter parameter values before the report data can be retrieved For example a report parameter might be the fiscal year of the data you want displayed With Discoverer Viewer you can analyze data online print reports on paper or export the data to another program for analysis and printing such as Excel Newer features in Discoverer Viewer allow you to modify the format of the report before printing For instance you can move columns around or hide them change sort criteria or apply conditional formatting to the values displayed in the report You can also save your customized set of changes for future use Why Dis
14. es link which gives you some control over how reports are run and results are displayed The second way is through Worksheet Options which allows you to control the display of null data cells Discoverer Viewer preferences The Preferences link is available after you have logged onto Discoverer Viewer It is available from the List of Workbooks screen in the upper right corner of the screen ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help l Connect gt Workbooks gt 1 Click on the Preferences link A new screen with settings for Query Governor Measure Unit Axis Label Summary Data and Fan Trap Detection 2 Other than the required Fan Trap Detection setting described in the section A Required Setting in Discoverer Viewer Preferences above the only section you may be interested in is the query governor 3 Optional You can adjust the numbers associated with query time and query quantity to suit your needs Changes made in this interface can be undone later Preferences Specify values for the following Preferences To change these options later click the Preferences link cancel Apply Query Governor Eira 6 You may wish W Warn me if predicted time exceeds 60 y Enter a value between 1 and 999999 in seconds to adjust these 1800 M Prevent queries fram running longer than settings Enter a value between 1 and 999999 in seconds 1000 lt lt Enter a row limit value
15. ile Discoverer workbooks are stored permanently on the server alongside MBCIS but they can be added or changed by a data team programmer with the appropriate MBCIS access rights What are worksheets Worksheets contain the data from MBCIS that you want to analyze and they include some components to help you analyze the data For example a worksheet can contain parameters totals percentages exceptions and calculations If you are familiar with spreadsheet applications e g Microsoft Excel think of a workbook as a spreadsheet document and worksheets as different sheets in that soreadsheet document Discoverer Viewer Table Layout Sort Likely Case Management Eligible Clients 18 MAR 09 LCA Exam fear Fiscal INGHAM CO HD LANSING i A FY2009 Page 1ofs ep 25 rows per page Exam Name Service Date Client Name Birth Date County MBCISID Client ID Body Loc Dx Status Diagnosis 1 Followup CBE 01 0 T 2008 30 MAR 1943 IOMIA 23450 Nib2o45 Right Work up complete Not applicable 01 OCT 2008 30 MAR 1943 IONIA 23450 Nlb2645 Lett Work up complete Not breast cancer ot U5 OCT 2000 13 OCT 1955 INGHAM 61120 NIVSOS4 Lett Work up complete Not applicable 05 OCT 2005 13 OCT 1954 INGHAM 81120 NIT90S4 Right Work up complete Not breast cancer ot 05 OCT 2000 01 SEP 1954 JACKSON b47 a2 NM219244 Right Work up complete Not applicable A Discoverer Viewer worksheet
16. ill prompt you to save or discard the changes you have made ORACLE Discoverer Viewer Business Intelligence Exit Help A Warning Do you want to save your changes before closing this worksheet You have not saved the changes you made to this worksheet This worksheet must be closed to continue Click Yes to save changes and continue No to continue without saving changes or Cancel to return to this worksheet If you choose Yes and you do not own the workbook you will be prompted to save it under a new name Cancel No Yes If you click Yes you will see the proposed default name as shown above and you can elect to save it or cancel How a saved report looks on the list of workbooks is shown in this graphic 10 Discoverer Viewer dx ut no dx o Po Agency Facility Provider and Name Default name is the four program BECCP We Owner name i 109 02 56 43 PM EDT Billing Agency Lists i original with a 1 added Agencies shown as your eno tothe end when using 4 Providers MBCIS user id 9 Po Agency Facility Proa er and Nami save as rour program CARRMI Tue 11 50 07 AM EDT Billing Agency Lists1 WS Agencies enrollment sites W53 Facilities W54 Providers Note that alphabetical order for the workbook list is maintained and your report can be identified by looking for your user id under the Owner column in the workbook list _ a Previewing and printing a worksheet You preview a workshee
17. ion Clinical Reports Login User Information Financial Reports Exit Application To open Discoverer Viewer click on Link to Discoverer Viewer found in the Reports section of MBCIS refer to graphic above Connecting to Discoverer Viewer 1 When you first click on the Discoverer Viewer link in MBCIS you will be taken to the Connect to OracleBl Discoverer screen Fill in the fields as indicated 2 Connect To is an optional field It should be left at its default 3 User Name Your User Name is the same as your SSO id unless you are a long time user of MBCIS In the latter case your User Name is your MBCIS id 4 Password Your Discoverer Password is maintained separately in your MBCIS account It does not change when you update the password associated with your SSO account If you do not know your password please call a member of the BCCCP data team Note Changing the password associated with your SSO id does not change the password associated with your MBCIS id Discoverer Viewer ORACLE Discoverer Viewer Business Intelligence Connect to OracleBl Discoverer Welcome to OracleBl Discoverer Connect Directly Enter your connection details below to connect directly to OracleGl Discoverer Indicates required field This field is optional Leave it Connect To OracleBI Discoverer blank or enter eul_mbcis User Name i Password Database End User Layer eul_mbcis Locale Locale retrieved fr
18. of the page items and columns in the report This screen gives you two ways to move columns You can use the Move function near the top of the screen with the drop down buttons El to indicate which field you want to move and where you want to move it to The buttons next to each field name lel allow you to move the field up into the page items or move it to the left or right respectively You can also move page items down into the main report body ORACLE Discoverer Viewer Business Intelligence Preferences Exit Help Connect gt Workbooks gt Caseload by Age Group Listin Table Layout Specify where you want tems to appear in your table by using the Layout tool or by clicking arrows in the sample layout Cancel Apply Layout Move mBCIS e Left of Last 60 a Movefeld M Show Page Items Move field up left or right to Page Items pase RUR si tems Columns MBCISEF Fie Last E e Age Group F e 1st Service in Cycle Fee Enroll Site Flle County Creation Date Fel 4 The Table Layout screen also contains a swap function which allows you to swap the position of Column A with that of Column B Use the drop down buttons to select Swap and to choose the fields you wish to swap on the report 16 Discoverer Viewer ORACLE Discoverer Viewer Business Intelligence Connect gt Workbooks gt Caseload by Age Group Listings and Tables Caseload List by Name Table Layout
19. ollow Up Contacts Lifestyle Counseling Contacts PROGRAM MANAGEMENT Facilities Reminders WISEWOMAN MDE Error Fixes SCREENING BP Indicator Case Management Diabetes Screening Project Fresh Eligibility Results by Service Type Screening Alerts 21
20. om browser Gao 5 Database The database name is pbc2 ORACLE Discoverer Viewer Business Intelligence Connect gt Worksheet List Search Leave the End User Layer field blank or enter eul_ mbcis as shown above Leave the Locale field at its default value Click Ga to start Discoverer You should see a list of worksheets that looks like this Preferences Exit Help Type in a search string to find a specific workbook or result set Use the drop down menu to choose between Database and Scheduled Workbooks Search All Workbooks G0 Result List Refresh Expand All Collapse All lt p Focus Name Y Discoverer Workbooks amp gt Abnormal Mammogram Results gt Abnormal Pap Results gt e Agency Facility Provider and Billing Agency Lists Description Last Modified WS1 Abnormal Mamm with Diagnosis WS2 BCCCP Wednesday August 26 2009 02 53 21 PM EDT Abnormal Mamm w o Diagnosis VVS3 Diagnostic Mamm Results WS4 Assessment Incomplete Dx VWVS5 Breast Biopsy or Other Dx Breast Procedure Locate abnormal Pap test results that require BCCCP Tuesday August 25 2009 03 55 09 PM EDT tracking Use the report to help maintain timeliness WS1 Women with an abnormal Pap result but no dx VVS2 Women with a colposcopy but no dx Names and associated MBCIS ids for your program BCCCP Wednesday August 26 2009 02 58 43 PM EDT WS1 Billing Agencies
21. on 3 There is a problem with the State s server 4 You do not have privileges to use Discoverer Viewer ee The Worksheet List in Discoverer Viewer Note In Discoverer Viewer a Workbook is a collection of Worksheets in the same sense that you may have worksheets in a single Excel document workbook In most cases Oracle s use of the word worksheet is equivalent to the word report Opening a workbook How do I find the workbook I want You have two choices You can scroll down the list of workbook names or you can use the search utility at the top of the screen To use the search utility enter a key term from the title i Go of the workbook you want to find and click the button Worksheet List Search Type in a search string to find a specific workbook or result set Use the drop down menu to choose between Database and Scheduled Workbooks Search All Workbooks Go In the example graphic below the word case was searched as a shortcut for caseload When pulling results the search utility examines workbook names and descriptions only This search does not include the names of individual worksheets Discoverer Viewer Search All Workbooks Result List Refresh Expand All Collapse All ak Focus Name Description Y Discoverer Workbooks E gt Caseload UPDATED WISEWOMAN Caseload Lists and wyw Frid Caseload Tables See worksheet names for priority fields gt
22. specify where you want items to appear in your table by using the Layout tool or by clicking Layout Swap First With MBCIS With MBCIS M Show Page Items With Last Page With Age Group LCAL Fr Hle Program 4 With 1st Semice in Cycle It a With Enrall Site With Count Columns ABCs AA First FI LastlFll wir Creation Date Service in Cycle With Poverty Level With LCA With FY With Program Preferences Exit Copyright c 2000 2005 Oracle Corporation All right reserved About OracleBl Diecoverer Version 10 1 2 55 26 Oracle Technology Network Note Making changes to the report layout will cause the report to reload and may take a few seconds Change selection parameters When you display a worksheet that contains page items you will want to check the page items to see if their values are selectable You often will need to change the values for the page items when the report first opens For example you might want to display data for a different month than October IFY Reminder Month 1 2008 Sel E OCT To apply a different parameter value to a worksheet 1 Click on the drop down arrow and select the value you would like 2 Wait for the report data to reload Change additional page item values as necessary he Discoverer Viewer Customizing Discoverer Viewer There are two ways to tailor Discoverer Viewer actions and displays to better suit your needs The first is through the Preferenc
23. sts Drow ders worksheet Last run Wednesday March 2010 03 03 12 PM EDT Actions Rerun query Save as Revert to saved Printable page Providers with Billinc ape Tools Layout Format Stoplight encies Worksheet options Page Items LCAID 4 Worksheets i Up 25 Rows gt illi a Provider ID Billing Agencies with aA Other reports Pones MBC gency List T SaaS 1 Facility List 3287 ALBA DOR n workbook Providers with Billing Agencies 312 ALCONA C To return to the listing of all available reports above the report title is a connection tree Click on the Workbooks link in the tree to return to the full report list Discoverer Viewer Saving changes to a worksheet When you have made changes to a report refer to Formatting section below the report Is saved to your Discoverer account with a new workbook name To save a report select the Save as link from the Actions menu on the left side of the screen Actions Rerun query Send as email Worksheet options A default name will appear for the file you are saving Connect gt Workbooks gt save Workbook As Choose a new name for this workbook Cancel Apply Indicates required field Workbook Name Agency Facility Provider and Billing Agency Lists1l TIP The workbook will be saved in the root of the folder tree Note If you change a worksheet and then try to switch to a different worksheet without saving it Discoverer w
24. t before printing to confirm that the settings in the Print Options page produce the output you expect For example you might want to check that margins spacing and set up options are correct before printing the worksheets The preview worksheet will contain all data if there are 100 rows of data or less otherwise it will preview only the first 100 cases To preview a worksheet 1 Display or open the worksheet data that you want to print 2 Click the Printable Page link to display your report You can adjust the Printable Page Options as desired Printable Page Options Set the options to generate a printable Portable Document Format PDF document of your worksheet Conte nt i Page Setup General Options Page items Print current selection of page items Print all combinations of page items Show page items On the first page Mever Show tithe On the first page Mever Data Print all rows and columns Print only the rows and columns that are displayed in the crosstab or table 989 08 00 06 I Print Header i Print Footer Table Options I Print table IH Repeat header cells on every page Content Pa e Setup 11 Discoverer Viewer 3 You can also check Page Setup and make adjustments there as well Content Page Setup Paper Setup Size Letter 8 5 x 11 Z Orientation Portrait Landscape The Column Sizes opton is very useful for geting your report to look nght on paper Margins Top 1 Bottom i Pleas
25. worksheet use the Sort tool 1 Display or open the worksheet that you want to analyze 2 Click the Sort link and then click the More link to display the Sort Table Tools Layout Format Stoplight Sort Rows and Columns Order Ascending 3 Your report should already be sorted by the desired field If it is not check for another worksheet in the workbook that is 4 You can use the sort table to suppress fields that you do not want to print by checking the Hide Column button for each field you do not want to see on your report oe CLES Discoverer Viewer Business Intelligence Connect gt Workbooks gt Client Enrollment Information By FY Multiple Sort Specify a column sor order sort type and whether the column Swisible in your table Column Header Sort Order Ty Hide Column First Sort Last Ascending Normal L second Sort First Ascending Third Sort Mi Ascending Ascending Ascending Note Making changes to the sort criteria will cause the report to reload and may take a few seconds 15 Discoverer Viewer Changing the layout of a worksheet To move columns around in a worksheet use the Layout tool 1 Display or open the worksheet that you want to analyze 2 Click the Layout link and then click the More link to display the Table Layout interface Tools Layout Format Stoplight Sort Rows and Columns Name Left of Clinical View Go More 3 The Table Layout screen displays all
Download Pdf Manuals
Related Search