23-08-08

Oracle Discoverer 10g

Madhusudhan Reddy N

Oracle Discoverer 10g

DISCOVERER
1. Discoverer is used to generate reports from database table. 2. In reports6i we are using Data model and layout model for generation of reports. Like that in Discoverer we are using Discoverer admin edition for creation business areas and Discoverer desktop edition for work book creation. Discoverer Report6i Data Model = Admin Edition (Business Area) Layout model = Desktop edition (workbook) 3. In discoverer we need less effort...to design the report 4. It is also easy to modify the reports...After generation. 5. User can sort data in the output very easily. With Discoverer we can: Rapidly query a relational database, data warehouse or data mart. Intuitively drill down and analyze data by simply clicking and dragging. Produce high-impact reports, presentations, and Web pages from your results. Access non-Oracle databases using ODBC. Send reports to other users via MAPI-compliant e-mail. Schedule reports to be run at a later date and time using Discoverer's batch facility. Disadvantages: 1. Meta data needs to be created by Oracle technical consultants. 2. Cannot create multiple graphs in one sheet EUL: End User layer (this created by Database Administrator)

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Comparison between Oracle Discoverer and Oracle Reports Oracle Discoverer Oracle Reports
Reports Development Effort is less Maintenance is minimal Reports Development Effort is very high. Modification takes almost similar time as developing a new report. Pivot Analysis and Drill Down Option given to Option not Available. User. Layouts are Dynamic and Parameters Values can be Layouts are Static and Parameters Values can be changed any time specified before invoking the Report. Group Sorting can be changed any time Sorting can be changed before invoking the Report. Graph is Dynamic and can be designed by End User Graphs are Static and will be designed by itself. Developer. Data can be exported to MS Excel and other formats. Export to MS Excel is not possible. Can be Even Pivot Analysis of Data can be exported to MS exported to only not editable formats like PDF. Excel. Current V/s Previous Comparison can be done for For each single dimension, a separate report has to between any period dimension (Year, Quarter, be prepared. And effort is 1000 times what Month, week) and across any number for financial discoverer provides. years. And that too with zero efforts and end user driven. Even user can dynamically change the columns values during comparison. Analytical Functions like Rank, Running Totals, Option not Available Dynamically. Statistical Functions are available Out-of-the Box to be used by Users in a dynamic fashion

Flow Process:
EndUserLayer Business Area (Group of Folders or Queries) Folder (Query) Items Joins

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EndUserLayer: The End User Layer lies between the User Edition and the database. It shields users from the complexity of database tables, views, columns, joins, and SQL. In this EndUserLayer we are storing the Business areas. Business Area: A business area is a logical grouping of information from database tables or views. Within a business area, you create: Folders -- based on tables and views. Items -- based on columns.

Folder (Query): Folders are of three types 1. Simple folder- uses a simple query. 2. Complex Folder uses a complex joins between two folders. 3. Custom Folder uses a select Statement.
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Creation of Simple Folder: 1. Open the oracle discoverer administration edition. 2. Login with apps/aaps@prod

3.click on create new Business Area for creating new business Area or click on open businessArea for existing one.

4. Next 5. Select the Database Schema in which you want to generate reports.(Ex:PO)

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6. CLICK ON NEXT 7. Select the Schema Objects (tables) from selected database schema

Ex: PO_VENDORS, PO_VENDOR_SITES_ALL 8. Click on next- next

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9. Provide the Business Area Name and description.

10. Click on finish.Bythis you are created a simple folder.

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CREATION OF WORKBOOK: 1. Open the Oracle Discoverer Desktop Edition 2. Select the create new workbook option and select display type. (Ex: table or crosstab)

3. Click on next 4. Select the Business Area in which you want to create the workbook.

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4. Select the columns you want to see in the report.

Note: In simple folder we can select the columns only from one folder only. It wont allow selecting from second folder. 5. Click on next until finish. 6. See the output. Note: We can workbooks in database or in local system also. CREATION OF COMPLEX FOLDER: 1. Select the Business Area in which you want to create complex folder. 2. Select the primary key column (Ex: VENDOR_ID) of one folder. 3. Right Click on the column selects new Join.

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4. Provide the details like name for the join, description and CONDITION.

5. CLICK ON NEXT

If u wants to select the outer join then select it and click on finish.
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6. By this one join condition column created in the folder. This folder is called as complex folder.

Creation of workbook for complex folder: 1. Goto oracle discoverer Desktop edition 2. Click on new workbook creation.

3. Select the display option as table. click on next

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4. Select Business area where we had created the complex folder.

5. Select the column from the two folders which are used while creation of joins.

Note: In this case it will allow selecting columns from two schema objects.
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6. Click on next until finish. See the output.

7. To get the vendor ids in proper format we have to select the vendor id column right click on it

Select format data To give colors, size, background color etc..

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Select format headingto format the column heading, size, background and foreground color to it. Select format exception---to provide the conditions.

Ex: in this case the date from 1 to 100 will display with this color Select column widthto provide width for columns. Select column autosizeto provide size to column automatically. Select group sortto sort the data by group. This will show data in proper format.

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Select sort lowtohighthis will sort data in ascending order.

Select sort high to low---it also works like above but it sorts data in descending order. CREATION OF CUSTOM FOLDER: 1. Open the oracle discoverer administration edition. 2. Select the business Area right click on it 3. Select create new custom folder

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4. It will prompt to provide the sql query

5.Provide the Sql query and click on validate sql.

6. By this we had created the custom folder. Custom folder should contain the name as SQL on the folder.

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CREATION OF WORKBOOK FOR CUSTOM FOLDER: 1. Open the oracle discoverer desktop edition 2. Go to file connect to database

By this we can latest data from server. 3. Click on create new workbook, select table type. 4. Select the businessArea, custom folder .and select the column which we want to display in report.

5. click on next until finish.then see the output.

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6. if you want to make modifications then go for format option explained in the complex folder section. TOOLS MENU OPTIONS: 1. Attaching Parameter to workbook Goto Tools menu For item: parameters new

select column name on which you want to create parameter

Name: provide column name Prompt: provide prompt as you like Desc: some Descriptions Check checkbox if you want to enter multiple values instead of one by specifying comma. Default Value: any value in the list

When you refresh and run the workbook it will prompt for vendor_id as shown in fig:

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CREATION OF LIST OF VALUES (LOVS): 1. Goto the discoverer admin Edition Select the Item classes tab select the business area right click Item classes. click on new

2.select next 3.select the item name from schema objects on which you want to create lovs

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5. Click on next until it will prompt for name foe item classes(lovs).

6. Click on finish. By this we have created a item class on our business area.
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7. GOTO Desktop Edition 8. Reconnect to data base 9.open the workbook already created with parameter.It will prompt for the parameter.select the value from list of values. Before creation of lov parameter window

After lov Creation parameter window.

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DISPLAYING TOTALS: 1. GOTO TOOLSMENU TOTALS CLICK ON NEW

2. Select the function and column name on which we have create the total. If you want select the total for each vendor then select subtotal at each and select column name on which you want subtotal. Like that we have to create another one for Grand total also.

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PASSING TWO OR MORE PARAMETERS: 1. GOTO TOOLSMENU CONDITIONS NEW 2. Select the column name and operator then select new parameter from list.

3. Provide the parameter Details as shown in the above fig: Like if you want provide another condition then click on advance.

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4. Refresh the workbook, and then provide the values. See the output.

FORMULA COLUMNS: 1. We can add columns and format data with the help of formula column. 2. Go to tools calculations new Select the column name and paste it to calculation field and then select the function.

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3. Refresh the workbook, See the Changes.

If we want user define functions, then we have to register the function to at admin edition. 1. Go to admin Edition, 2. Tools menu register PL/SQL function ***********Create the pl/sql function in sqlprompt and save it.********

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3. Provide details as required and create the argument for the function. 4. Procedures are not allowed. Only functions are accepted. Because Procedures may or may not return values, but can return value. Graphs: If we want to print graphs on workbook then select the columns and click on graph in the menu bar

Select the columns and click graph . Select type of graph you want and provide required details
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Click on finish. Then click on graph icon to view the graph.

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Registering Workbook in Apps: 1. Open the admin edition and login with user name and password. (Ex: apps). 2. Create the Business Area with required schema objects. 3. Save it. 4. Open the Discoverer desktop edition, connect to the database. 5. Select create new workbook from list of folders. select the business area select the column

6. Do the changes like..Providing parameters, formatting data...etc 7. Save the workbook in the Database with proper name. 8. Open the oracle applications. 9. Goto the Application developer responsibility

10. Go to N Application Function --Provide the

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Description tab: Function Name Func1 User Func Name Func1

2.Properties Tab:

Type: SSWA plsql function

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Form Tab:

Provide only parameter as Workbook=workbook name. Webhtml tab: Provide the HTML call as OracleOASIS.RunDiscoverer

Save it and close. 11. Register the menu N APPLICATION MENU

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12. Retrieve Payables Navigation Menu AP_NAVIGATION_GUI12 MENU

13. Add our function to that menu and compile it. 14. Then change to payable responsibility

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Because we had assigned our function to Payables menu. 15. Select our function to open

16. It will invoke the oracle discoverer to open our Function

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If setups are perfect then it will open our workbook as report without giving errors. If error occurs, We have to do some setups to overcome this error. With this we can create business areas by viewer and workbook by using launcher. Setup steps: Open command prompt Go to directory path D:\oracle\prodora\8.0.6\discwb4>Util Then type 1. D:\oracle\prodora\8.0.6\discwb4>Util>checkdiscoverer.bat 2. D:\oracle\prodora\8.0.6\discwb4>Util>registersession.bat Then type the URL in address bar
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http://dev20.ets.com:8000/discwb4/html/discolaunch.htm If version updation requires then update version by using Update eul4_versions set ver_releases=4.1.48.8.0.0 (IN TOAD) By this we can create our workbooks in discoverer Launcher.

Creating Business area with discoverer plus/viewer:

1. Create the business area with viewer admin edition. Viewer admin version loc: D:\oracle\prodora\8.0.6\DISCVR4\DIS4ADM.exe 2.Open the launcher with the URL http://dev20.ets.com:8000/discwb4/html/discolaunch.htm Create the workbooks.

Same as in discoverer 10g version we can register the workbooks in apps And we can call them in apps. To view the workbooks registered in apps (for viewer edition not 10g) Goto address bar, type the URL http://dev20.ets.com:8000/discoverer4i/viewer

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It will show the registered workbooks. Select the workbook to view.

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