Oracle Discoverer Desktop 4i

Oracle Discoverer Desktop 4i
A presentation by Jayashree Satapathy Krishna Mohan

Introduction What is Discoverer Desktop
Oracle Discoverer Desktop/Plus is a data access tool. You use it to view the information in your company’s databases. The whole purpose of Discoverer is to help you—the business professional—view the data you want from a database, analyze it to support your business decisions, and create reports to keep track of things. Discoverer Administrator is a tool to hide the complexity of the database from business users, so they can answer business questions quickly and accurately using Oracle Discoverer. 3. Business intelligence is the ability to analyze data to answer business questions and predict future trends.

How Discoverer Desktop Works
We use it to view the information in your company’s databases. The whole purpose of Discoverer is to help you — the business professional—view the data you want from a database, analyze it to support your business decisions, and create reports to keep track of things. View data in a familiar format that is easy to read and understand. Prepare reports of your analytical results and findings. Share data with others, and in other applications (such as Excel). Discoverer Administrator is a tool to hide the complexity of the database from business users, so they can answer business questions quickly and accurately using Oracle Discoverer. 3. Business intelligence is the ability to analyze data to answer business questions and predict future trends.

The Discoverer Method of Data Access
Your company’s Database Administrator identifies all the data needed by separate business areas —accounting, human resources, sales, manufacturing, projects, finance, and so forth. The Database Administrator then organizes the data for each business area. Workbooks in the business areas contain the specific data needed for your various analysis tasks.

Connectivity Connections can be made in two modes Normal Mode
Apps Mode Normal Mode Connecting in Normal mode connects to the database directly Apps Mode Connects to the responsibilities and then connects to the database under lying that

What You See on the Screen
Workbook Window : The workbook window is where you will do most of your work with Discoverer Desktop. It shows the data in the workbook. Four Types of Display (Layout) Table Page-Detail Table Crosstab Page-Detail Crosstab

Layout Details Table Layout
The most familiar layout for data, a table, lists data in rows and columns. Typical data for tables includes lists, such as a mailing list of customers sorted by zip code or customer name, lists of income or profit from various departments, lists of products sorted by part number or part name, and so on.

Layout Details --- Contd
Table Layout with Page Details A table layout with page details is a table with multiple pages of data, where each page shows various portions of the data in detail. You set the criteria for displaying portions of data in order to see exactly what you want on each page. Usually you use this type of layout to study data details in a specific, recurring way. For example, in the Video Store data you may always want to see monthly profits per region. In that case, each page would show one region’s profits each month.

Layout Details --Contd
Crosstab Layout A crosstab, short for “cross-tabulation,” relates two different sets of data and summarizes their interrelationship in terms of a third set of data. Every crosstab has at least three dimensions of data—rows, columns, and data points. In Discoverer, crosstabs can show the interrelationships between many dimensions of data on the various axes. A crosstab layout has three axes: side axis, Because each axis can hold several data items, a crosstab can display many dimensions of data.

Layout Details --Contd
Page Detail Crosstab Layout A page detail crosstab layout is a crosstab with multiple pages of data, so you can group the data on separate pages. You set the criteria for displaying portions of data in order to see exactly what you want on each page,

Crosstab Layout with Page Items Page Axis. In this sample it contains a single data item--Department. (b) Top Axis. This top axis contains two data items--Year and Profit. (c ) Side Axis. This side axis also contains two data items--Region and City.

Axis Items The page axis, top axis, and left axis on the workbook window represent the data in your database that have a relatively few, discrete values associated with them. Axis items represent data that you can pivot on a crosstab worksheet or that can be column headings on a table When creating a new worksheet, you identify the data that become axis items. Data Points The data points of a table or crosstab are the data in the "body" of the worksheet. Data points are the data that you want to use for analysis purposes or to see listed on a table.

Workbook & Worksheet Think of a workbook as a binder file with specific data for specific tasks. The workbook has pages, or worksheets, that contain data for the specific tasks. For example, if the workbook is for sales and profit data, one worksheet in it might be a table listing your profit for sales versus rentals. Another worksheet might be a comparison of your profit over the last two years by sales region. To simulate with Excel, Excel file is Workbook and Sheets in the excel file are Worksheets

Building Workbook/Worksheet
The basic steps to create a new workbook or worksheet are as follows: Navigation File > New Required Steps Select the type of display for the new worksheet or workbook. Select the data that belongs on the worksheet or in the workbook. Optional Steps Arrange the data on a table or crosstab layout. Sort the data (for tables only). Select conditions to apply to the data. Select calculations to apply to the data.

Building Workbook/Worksheet -- Contd
Open an existing Workbook Open an existing workbook will prompt you to open from My Computer Database Scheduling Manager Recently Used List

Selecting The Data This dialog box lists the data in the business area that you can use to build the new worksheet. To include data on the new worksheet, you move it from the Available column to the Selected column. Select relevant columns from the table for sample report

Aggregations Mathematical functions to aggregate the data Text Items- Such as Customer Name, the typical aggregations are Count, Max, and Min. That is, you can count the number of text items, or find the highest or lowest (where A might be the highest and Z the lowest). Numeric Data- The typical aggregations are Sum, Count, Max, Min, Average, and Detail. For example, you can find the Sum or Average of the numeric data with the aggregation. The aggregation in boldface type is the default. The database administrator sets which aggregation is the default.

Arranging Layouts To change the layout of items in your worksheet click and drag them to the desired location.

Conditions Press button ‘New’ to add conditions. Our sample report does not have any conditions. Connect to EUL Displays the name of the EUL to which you are current connected. Create EUL Click Create EUL to create a new EUL for the current user or another user in the database. If you have sufficient database privileges, you can also create a new user and an EUL for that user at the same time by clicking Create EUL. Delete EUL Click Delete EUL to delete the current EUL. You can only delete the current EUL. Install Tutorial Click Install Tutorial to import the tutorial data into the current EUL. If the tutorial has never been installed before, you must have sufficient database privileges to install the tutorial data. Uninstall Tutorial Click Uninstall Tutorial to delete the tutorial data from the current EUL.

Data Sorting- Tabular Layout Specifies how data in the current table should be ordered. This step only applies to tables. Apply sorting type in the sample report for tabular layout Who will own the EUL? Select an existing user Choose Select an existing user to create an EUL for a user that already exists in the current database. This new EUL replaces any existing EUL for that user. Select the user from the User drop down list. Create a new user Choose Create a new user to create a new user in the database and an EUL for that user. You must have sufficient database privileges to create a new user. Grant access to public Select this option to make this EUL accessible to all users in the current database. If you do not select this option, only the user who owns the EUL will be able to access data through this EUL. New EUL is for use by Oracle Applications users ONLY - Select this check box if you want the EUL to be restricted to Oracle Applications users. - Clear this check box if you want to create a standard EUL. Enter the EUL user’s password User Select the existing user’s name (userid) from the drop down list, or enter a new user’s name. If this new EUL is for the current user, you do not have to enter a password. Password Enter the password for an existing user, or enter a new password for a new user. This field is unavailable if the new EUL is owned by the current user. Confirm password Enter the unique password you created for a new user. If you are creating this EUL for an existing user, you do not have to confirm the password. This field is unavailable if the new EUL is owned by the current user.

Calculation Calculations defined for the items added to the Selected list appear in the final dialog box. You can select the calculations as part of the new worksheet or workbook, or create new calculations.

Calculation- Contd.. Used to define a new calculation or edit an existing calculation. Use this window to create or edit Items using EUL elements, Functions, and Operators. Calculate total price in Sample Report

Workbook Window a) Tool Bar b) Analysis Bar c) Formatting Bar
d) Page Axis e) Top Axis f) Left Axis g) Data Points h) Worksheet Tabs i) Tab Scroll Buttons j) Page Scroll Bar (Horizontal) k) Page Scroll Bar (Vertical)

Workbook Window- Contd.
a. Tool Bar- To use Discoverer’s features quickly, for example, opening a new workbook, editing a worksheet, drilling data, or sorting data. b. Analysis Bar- To analyze data quickly, such as adding two sums together or finding the maximum value in a column. c. Formatting Bar- To format a selected item quickly, such as aligning text in a column or changing the font and background color of a column. d. Page Axis, e. Top Axis, f. Left Axis- Represent the data in your database that have a relatively few, discrete values associated with them. g. Data Points- Data in the “body” of the worksheet. Data points are the data that you want to use for analysis purposes or to see listed on a table. h. Worksheet Tabs— Click to open or view the various worksheets in the workbook. You can rename these tabs. i. Tab Scroll Buttons j. Page Scroll Bar (Horizontal)

Workbook Window- Contd.
i. Tab Scroll Buttons- Click to scroll through the worksheet tabs in the workbook j.k. Page Scroll Bar- If the worksheet is larger than the screen, it extends off the edges of the screen. Click the scroll bars to see the rest of the worksheet.

Right Click> Edit Title
Edit Title- Text Use this step to Format Worksheet title text a- Text style and alignment options. b- Text color and background color icons. Right Click> Edit Title

Edit Title- Bitmap Use this step to Format Worksheet title Bitmap Right Click> Edit Title

Grouping Group by Org_id
Drag the item to be grouped and place it at the page items

Bars to Numeric Data Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed. Example in screen print: Larger the Ordered quantity, the larger the graphic bar

Adding Bars to Numeric Data
Clicking ‘Show Graphic Bars’ displays a bar indicating each cell’s percentage of the total value for that column. Setup in this window also specifies how numbers should be displayed. Depending on the category you choose Format > Data

Presenting Data in Graphs
Discoverer Plus can convert tables and crosstabs to graphs or charts Graphs and charts of tables and crosstabs are especially effective for presentations of results

Graphs- Types Select the type of graph you want to display your data.
An example of the graph type you have selected is displayed at the left. Graph> Show

Graphs- Titles and Legends
To add titles to the graph, enter them in the appropriate boxes. To add a legend to the graph, click Show Legend. To format the axes labels, click the formatting button next to each feature to see the Font dialog box for that element. Graph> Show

Running Discoverer Workbook Right Click> Edit Title Use this step to Format Worksheet title Bitmap File name Enter the path and file name of the bitmap you want displayed in your worksheet title. You can also click the Browse button to located the file. If you enter or select the wrong file name, click the Clear button to remove the selected file. Display Bitmap as Select a display option for the location of this bitmap file in your worksheet title. Preview Displays a preview of your title with your current formatting selections.

Grouping Group by Org_id
Drag the item to be grouped and place it at the page items Group by org_id

Bars to Numeric Data Add graphic bars to numeric data in tables or crosstabs to provide a quick visual comparison of the relative amounts displayed. Example in screen print: Larger the Ordered quantity, the larger the graphic bar

Adding Bars to Numeric Data
Format > Data Clicking ‘Show Graphic Bars’ displays a bar indicating each cell’s percentage of the total value for that column. Setup in this window also specifies how numbers should be displayed. Depending on the category you choose

Presenting Data in Graphs
Discoverer Plus can convert tables and crosstabs to graphs or charts Graphs and charts of tables and crosstabs are especially effective for presentations of results

Graphs- Types Select the type of graph you want to display your data.
Graph> Show Select the type of graph you want to display your data. An example of the graph type you have selected is displayed at the left. Area Shows trends in values across categories. Bar Shows values across categories, separating by category. Cube Shows trends in values across categories, separating by category and value. Fit to curve Shows trends in values across categories. The points show data separate by value and category but joined by a curve to further clarify the trends in your data. Hi-Low Close Shows values in comparison to a starting value and an ending value. This is useful for plotting financial data. Horizontal Bar Shows trends in values across categories, separating by category. Values are shown across the Y axis, categories across the X axis. Line: Shows trends in values across categories The points show data separate by value and category but joined by a line to further clarify the trends in your data. Pareto Shows values across categories, separating by category. A line is drawn for each value to emphasize the trend in changing categories. Pie Shows values across categories. Each value is shown as a portion of the whole. Point Shows trends in values across categories. The points show data separate by value and category. Polar Plots your angle-length data points. Scatter Shows changes in values in comparison to another value. X and Y axes must represent numeric values. Doughnut Shows values across categories. Each value is shown as a portion of the whole. Surface Shows trends in values across categories.

Graphs- Titles and Legends
Graph> Show To add titles to the graph, enter them in the appropriate boxes. To add a legend to the graph, click Show Legend. To format the axes labels, click the formatting button next to each feature to see the Font dialog box for that element. Titles Enter one or more titles for your graph in the appropriate text box(es). Click the format button next to the title text box to change format of the title text. Titles for the right or left are printed horizontally on the page. Legend Select the Show legend check box to display a legend for your graph. Click the Format button to format the text in your legend. Axis Label Fonts Click the appropriate Format button to change the format of the text labeling each axis of your graph.

Graphs- Options Compare the options shown in the figure Graph> Show
Y Axis scale Enter the minimum and maximum values you want displayed in your graph. You can also enter a number of decimal places to use when displaying your data. Note Discoverer will pick a maximum and minimum by default. You can use these default settings or enter new values. Show Grid lines Click one or both of the gridlines options to display gridlines in your graph. Graph Series by Define which item is on the X-axis. Column - group items on the row axis. Row - group items on the column axis. For example, you have there are three rows on your worksheet for 1998, 1999, and 2000, and two numeric Items for Profit SUM and Sales SUM Graph Series by Column shows two series: the Profit SUM values for 1998, 1999, and 2000 in one series, and the Sales SUM values for 1998, 1999, and 2000 on the second series. Graph Series by Row shows three series: the Profit SUM and Sales SUM for 1998 on the first series, the Profit SUM and Sales SUM for 1999 on the second series, and the Profit SUM and Sales SUM for 2000 on the third series. You can also change this option from the right-click menu.

Exception to Data Right Click on Cell A typical analysis task is to find numerical data that meets or exceeds a particular amount In sample report, diff_order_ship_qty greater than 0 are highlighted as exception

Totaling Numeric Data Using the Totals tool you can sum rows and columns of numbers, find averages and standard deviation, compute subtotals and Grand Totals, and so on. Sample report shows freight terms code sub total and grand total for all data points

Totaling Numeric Data Tools > Totals Totals tool automatically places the summations at the appropriate positions on the display. The dialog box is used Used to apply totals to selected item(s). View Totals for Lists the items available for summarization. The panel displays totals already defined for the selected item. New Displays the Total dialog box enabling you to specify the parameters of the total. Edit Displays the Total dialog box enabling you to edit the parameters of a previously defined total. Delete Deletes a total from the list and removes it from the query. OK Applies the total.

Totaling Numeric Data- contd..
Tools > Totals > Edit Create a ‘total’ for the data you choose and place it in the worksheet Calculate Select the following from the drop-down boxes respectively * The calculation you want to perform * The data item to create the total for Placement Select where to place the total you create * Grand total at bottom calculates your total for each column and places it in a new row at the bottom of the worksheet. *Grand total at right calculates your total for each row and places it in a new column at the far right of the worksheet. *Subtotal at each break in calculates a subtotal for each category and displays that subtotal as new row at the bottom of each category. Choose which category to create subtotals for from the drop-down box. Label Enter text to label your total in the new row. Preview Displays the format of the total you create. Wrap text Click the wrap text dialog box to have the text in the new row wrap to fit the size of the row. If you don ’t select Wrap text, the columns will be resized to fit the text. Format Click the Format button to format the row added to display your total.

Percentages A typical data analysis task is to calculate Item percentages. In sample report, refer % of ordered quantity against total quantity in the screen shot. Due to rounding of data, percentages may not add up exactly to 100. The amount of rounding depends on the number of decimal places that you specify for data. Use the Format Data dialog box to set the number of decimal places for your data.

Percentages -- Contd This dialog displays a list of Percentages that you have available for use in your Worksheets. The Percentages displayed in the list are dependent on the Item display option selected From here, you can also manage your Percentages, by adding, editing, and deleting them. Tools > Percentages View percentages for Use this option to restrict the Percentages list to those relating to specific Items. By default, this options is All Items, which displays all Percentages available to you. Description Displays a description of the selected Percentage, (if one is available). New Add a Percentage based on for the currently selected Item. Edit Edit the currently selected Percentage.

Percentages -- Contd Tools > Percentages This dialog displays a list of various options of the percentage calculation Calculate percentage for Select an item to calculate the Percentage for. This item must be included in the current worksheet and must be a numeric data item. Calculate as a percentage of Grand total of all values calculates the percentage as a total of values for the selected item. Grand total for each column calculates the percentage as a total of the value of each column for the selected item. Grand total for each row calculates the percentage as a total of the value of each row for the selected item. Each change in calculates the percentage as a subtotal by category for the selected item. Select the category to group by. Column heading Displays a default column name that will be used on the Worksheet. You can change this default name if required, by entering a different name. Other context specific options: Display grand total and grand total percentage (specific to the Grand Total for each row option). Select this check box if you want to display the Items subtotal and Percentage subtotal. Display subtotal and subtotal percentage (specific to the Each change in option) Select this option is you want to display a subtotal and subtotal percentage each time the Each change in value changes. For example, each time a new Region begins. Display subtotal’s percentage of grand total (specific to the Each change in option) Select this check box if you want to display a subtotal as a percentage of the grand total. For example, a subtotal for a Region displayed as a Percentage of the whole Year.

Sending Reports with e-mail
File > Send You can send worksheets, graphs, and selections of a table or crosstab as part of an message. You can send all or part of your workbook in an . What do you want to send? Choose what you want to send. Current Sheet sends the currently selected worksheet. All Sheets sends all of the sheets in the currently selected workbook. Selection sends only the data selected in the current worksheet. This option is only available if you have selected data in your worksheet. Graph sends the current graph. This option is only available when you have created a graph for the current worksheet and the graph is visible. What format do you want The report file to be attached in which format (excel, html, csv, text etc).

Exporting to other Application
File > Export You can export tables and crosstabs in a variety of formats to open them in other applications. You can save the data in a workbook to a file. Choose what you to save Current Sheet Saves the data in only the selected worksheet. All Sheets Saves the data in every sheet from the current workbook (for Excel and HTML formats, one file is created; for all other formats, each sheet is saved to a separate file). Selection Saves only the currently selected data. This is only available if you have data selected. Graph Saves the graph for the current sheet. You must have graph and it must be visible (not hidden). Choose a format Click the drop-down arrow to see a list of available formats for saving your Discoverer data. Choose a location Enter a path and file name to save your data to or click Browse to see all available drives. The default location is your Discoverer home directory. the default file name is the name of the current workbook.

Scheduling Manager With the Scheduling Manager you can see the results of a scheduled report, schedule a new report, reschedule a report, or edit a report’s schedule. Discoverer reports scheduled to run. The clock icon indicates that the reports are scheduled to run at the time specified by Date and Time. b. Completed Discoverer report ready to open. File> Manage Workbooks> Scheduling Scheduled workbooks This box displays a list of the workbooks that have run and are scheduled to run in the future. It also lists the workbooks that are a result of a scheduled workbook. Open Opens the workbook you select from the Scheduled Workbook list. This is only available for result workbooks. Edit Click Edit to change the schedule for a workbook. This is only available if you have selected a workbook that has been scheduled previously (not for result workbooks). View error Click View error to display the error file generated when your workbook could not successfully query the database. (This is available for workbooks whose status says Error during Batch Report or Error in Submission.) Delete Removes the selected scheduled workbook from the Scheduling Manager. This means the workbook will no longer run automatically at a prespecified time. However, this does not delete the workbook itself. You can still open the workbook and view the data manually. Schedule Opens the Schedule Wizard where you can schedule a workbook not listed in the Schedule Manager list. Refresh Updates the information displayed in the Scheduled Workbooks list.

Schedule Workbook The Schedule Wizard lets you schedule a workbook (or part of a workbook) to run at a later time. This is helpful if your query is going to take a long time Scheduling a workbook to run later allows you to keep working now and get your data later without even being at your computer. You can even have the same workbook run on a regular basis so you can update the data on a regular basis without doing any additional work. File> Manage Workbooks> Scheduling Select the sheets Select the sheet(s) you want to run automatically. The sheets listed are for the current workbook. Click Select all to run every sheet in this workbook. Schedule this workbook on Choose the date and time you want this workbook to run automatically. How often do you want to repeat this schedule? You can run this workbook as often as you like. Never runs the workbook one time, at the time you specified above. Repeat every runs the workbook the number of times you specify in the time period you specify in the two drop-down boxes respectively.

Sharing Workbook File> Manage Workbooks> Sharing Sharing a workbook grants other people access to it to view, analyze, and print the data. You can share workbooks with other people by setting up sharing two ways: Assign a group of people who can share one of your workbooks. Assign one or more workbooks that one other person can share with you. Workbook Lists the available workbooks. Users Shows Available users and Shared users. Add Adds a selected user to the Shared list. Delete Removes a selected user from the Shared list.

Retrieving/Count All Rows
Rows for tables are fetched from the database incrementally in groups. The number of rows in each group is specified in the Options dialog box based on the value set in the option “Retrieve data incrementally in groups of.” Click the Query Governor tab on the Options dialog box to see that option (Sheet> Edit Sheet> Options) To override that setting you can retrieve all the rows at once instead of incrementally (Sheet > Retrieve All Rows). ****Retrieving all rows applies only to tabular style reports. To count the number of rows (Sheet > Count All Rows), A message will display the total number of rows.

Refreshing the Worksheet
Refreshing a worksheet re-queries the database and displays the worksheet’s data based on any new data. A primary use of refreshing a worksheet is when you’re using Discoverer in conjunction with real-time data. To refresh a worksheet (Sheet > Refresh Sheet)

Parameters Parameters are placeholders used instead of specific values in the definition of a condition. Parameters offer choices of condition value at the time the data loads. When you open the workbook, you will be prompted to enter a value and the results you receive will be specific to that value.

Creating Parameters Parameters dialog box enables you to define Parameters, which are placeholders used instead of specific values in the definition of a condition. You can create Parameters at two levels: 1. Workbook level - Here, the Parameter applies to all worksheets in your workbook. 2. Worksheet level - Here, the Parameter applies to the current worksheet only. Tools> Parameters Available Parameters Lists available parameters. Description Displays a description of a selected parameter. New Displays the New Parameter dialog box. Edit Displays the Edit Parameter dialog box. Delete Deletes a selected parameter. Move Up Moves a selected parameter up one level. Move Down Moves a selected parameter down one level. Bitmap Set Bitmap displays the Open dialog box Default Bitmap uses the default bitmap Clear Bitmap clears any specified bitmap OK Applies the parameter.

Creating Parameters- contd..
Parameters are activated when used in an active condition. If you check the option “Create condition with operator” in the New Parameter dialog box, a new condition is created and activated. To deactivate a parameter, deactivate the condition. Deleting the condition or deleting the parameter also deactivates the parameter. Tools> Parameters For Item Lists available items. Name Enter a name for the parameter. Create condition with operator Specify the operator to use when establishing this parameter for a user. Prompt Enter the text to display when prompting a user to enter a value for this parameter. Description Enter a description for the new parameter. This will appear when the user is prompted to enter a value for the parameter. Let user enter multiple values Choose whether or not to allow multiple values for the parameter. Use a comma to separate multiple values. E.g. to choose the Regions ‘East’ and ‘West’, enter ‘East,West’. Default value Enter the default value for this parameter. What is the value of this Parameter if it is used in more than one sheet? Click ’Allow only one value for all Sheets’ to make the parameter value cascade across all worksheets in the workbook. Click ’Allow a different value in each Sheet’ to make the parameter value apply to the current worksheet only.

Setting Options- Formats
The Options dialog box offers a wide variety of options for setting operating features, formatting, and other aspects of your worksheets. The give tab Specifies default formatting for sheets. You must exit and restart Oracle Discoverer for new settings to take effect. Tools> Options Default Formats Lists available categories for formatting. Change Displays the appropriate Format dialog box enabling you to change the formatting for a selected category. Reset Removes any custom formatting for a selected category and replaces it with Oracle Discoverer default formatting. Sample Displays a sample of the formatting for a selected category. Show NULL Values As Specifies how Oracle Discoverer should show data missing from a table.

Setting Options- General
The Dialog box displays options for viewing different types of files, and for opening workbooks. Click the Viewer check boxes if the worksheets include files with videos, images, and sound (audio). Those viewers open automatically from within Discoverer to run the files. Tools> Options Viewers Specify which file types Oracle Discoverer should use built-in viewers to open. Enter a default directory for the application to use when viewing the file type(s) you selected. Workbooks Choose one of the following actions (when selected, this happens automatically when you open a workbook): Run query automatically runs the workbooks query as soon as you open it. Don’t run query opens the workbook with no data displayed. Choose Sheet | Refresh sheet to display data. Ask for confirmation gives you the option of running the query for the selected workbook or opening the workbook with no data displayed. This is the default. Display warning when opening workbook saved in a different database account Select this option if you want to be notified when you open a workbook saved in a different database account. For example, if you select a workbook from the File menu in the recently opened files list, you may try to open a workbook from a different database account, which is not permitted. To open a workbook saved under a different database account, you must be connected using that connect user ID and password. Workbooks in recently used list Defines the number of recently used workbooks that are displayed on the File menu. Show wizard graphics Select this option to see the graphics displayed at the left of each Wizard.

Setting Options- Query Governor
Displays options for maximizing the efficiency of working with larger worksheets, Limiting the amount of time a query runs, and Limiting the number of rows retrieved. You can also choose whether to use Summary data to improve the performance of Discoverer. Tools> Options When do you want to used summary data? Always, when available - always run your queries against summary tables. If no summary tables are available, your worksheet will query the database directly. Always, when summary data is not stale - run your queries against summary tables if they are up-to-date. If not, your worksheet will query the database directly. Never - do not use summary tables - your worksheet always queries against the database directly. Query Governor You can set limits on how long your queries will run. Select any of the following options: Warn me if predicted query time exceeds When a query is estimated to run longer than the time you specify, you receive a warning message estimating how long the query will take. Prevent queries from running longer than Will not run a workbook (or sheet) that is estimated to take longer than the time you specify. If you have Scheduled Workbook privileges, you will automatically be prompted to schedule the workbook or sheet. Limit retrieved data to limits the number of rows returned to the number you specify. The query will stop searching the database once this many rows have been retrieved. Retrieve data incrementally in groups of retrieves and displays data in increments you specify. This can save you time if your query returns a lot data. Retrieve data incrementally in groups of Specify how many rows at one time you wish to retrieve for your worksheet. Cancel value retrieval after When you expand an item to display a List of Values, this option enables you to limit the number of seconds that you want wait for the values. For example, in the Select Items tab of the Edit Worksheet dialog, if you expand a Department Item, you may wish to see a list of Departments. However, if you have a large number of Departments, this could take too long. Therefore, use this option to the request after the specified number of seconds.

Setting Options- Table/ Crosstab
This dialog box displays options for the overall table or crosstab layout. you can add or remove gridlines, column headings, row numbering, and so forth. Removing various table or crosstab features is particularly helpful when printing a worksheet as a report. Tab options differ according to whether your worksheet is a Tabular or Crosstab worksheet. Tools> Options Show Specifies what should be displayed in a table -layout sheet: Title Page Items when Printing Horizontal Gridlines Vertical Gridlines Column Headings Row Headings You can click the Gridline Color box to see available colors for the gridlines. Column Sizes Specifies whether columns should be sized using the width of the heading or by auto-size. Default Title Displays the Edit Title dialog box enabling you to type in a title for the sheet.

Setting Options- Cache
Tools> Options This dialog box displays options for the memory cache, disk cache, and cache directory for Discoverer. Generally these options should not be changed without assistance from the database administrator. Cache Specifies sizes for the memory and disk caches. You can type in a number or click the arrows. Disk Cache Directory Specifies a directory for the disk cache. Clear this amount from cache when full Enables you to type in the percentage of the cache you want cleared when Oracle Discoverer automatically clears it. Clear Cache Now Clears the cache (disk and memory). **Note this will leave any currently open worksheets empty. Cache Status Displays status information about the cache.

Setting Options- Connection
Tools> Options This dialog box displays options for setting the EUL types that can be used. you can also change the default Gateway User ID and Foundation Name, (see your Discoverer Administrator for details). Connect to standard EULs Select this radio button if you only want to connect to standard EULs (Select if none of your users are Oracle Applications users). The Oracle Applications User check box will not be displayed in the Connect dialog. Connect to applications EULs Select this radio button if you only want to connect to applications EULs. The Oracle Applications User check box will not be displayed in the Connect dialog, but you need to need to login using your Applications user ID and Responsibility and you can login to Oracle Applications EULs only. Connect to both standard and applications EULs Select this radio button if you want to be able to connect to both standard and Applications EULs. The Oracle Applications User check box will be displayed in the Connect dialog and you can log into both standard and Oracle Applications EULs. Applications EUL Settings Do NOT enter a Gateway User ID or Foundation Name unless asked to do so by your Discoverer System Administrator. If you leave these fields blank, the following default values are used: Gateway User ID default value - applsyspub/pub Foundation Name default value – apps

Setting Options- Advanced
Tools> Options This dialog box displays options for configuring Automatic Querying, Fan-trap Detection, and Multiple Join Path Detection. When you open Workbooks, Discoverer can run queries automatically or not, or can request confirmation before running queries. Disable Automatic Querying Select this check box to prevent Discoverer from re-querying the database when you edit your worksheet. When this is selected, you will have to update your data manually. Use this when you are making changes to your worksheet or workbook. Disable Fan-Trap Detection When this check box is NOT selected, Discoverer automatically detects and resolves fan trap and chasm trap queries into multiple SQL statements to obtain normal expected results. If you disable Fan Trap detection, this may result in these queries generating cartesian products, with potentially misleading results. Select this check box if you want to prevent Discoverer from checking for fan traps. We recommend that you DO NOT select this check box unless advised to do so by your Discoverer Administrator. Multiple Join Path Detection Select this check box to prevent Discoverer from checking for multiple joins. You are advised NOT to select this option unless asked to do so by your Discoverer Administrator.

Setting Options- EUL Tools> Options
This dialog box displays the default EUL setting. Use the option on this tab to select a default EUL (End User Layer). Check with your database administrator for the correct EUL to select. Select the default EUL Select your default EUL from the drop down list. Discoverer will automatically connect to this EUL each time you log in. Only the EULs to which you have access are displayed in the drop down list.

Command Line Options You can run Discoverer from the command line and perform a limited number of tasks automatically, for example, opening or printing a Workbook. To run a command line option: From the Windows Start menu, choose Run. Type: <drive>\orant\discvr4\dis4usr.exe /connect Where ’me’ is your Discoverer ID, ’mypassword’ is your Discoverer password, ’mydatabase’ is the Oracle database to which you want to connect For example, to open a file Reports.DIS in your root directory, type: <drive>\orant\discvr4\dis4usr.exe /connect /open c:\Reports.DIS To print a file Reports.DIS in your root directory, <drive>\orant\discvr4\dis4usr.exe /connect /print c:\Reports.DIS

SQL Statement for Worksheet
You can analyze the SQL statements that Discoverer executes against the database. You can also open workbooks with your own SQL programming statements. SQL Inspector shows the SQL statements used to create your current worksheet. Click Export to export the statements to another file for use later with another SQL program. View> SQL Inspector

SQL Statement for Worksheet
View> SQL Inspector> Plan The Plan tab displays the Oracle Server Execution Plan chosen by the Oracle Server for a query request. The Execution Plan defines the sequence of operations that the Oracle Server performs to execute the SQL statement.

Importing SQL File> Import SQL If you have written an SQL program to open a workbook, importing the program executes the SQL statement and opens the Discoverer workbook. NOTE: If you are importing an SQL script that contains join definitions, the joins must have been created first by your Discoverer Administrator using the Discoverer Administration Edition.

Register Workbook in Apps
To run the workbook as report from Oracle Applications register the workbook as function in Application developer responsibility of Oracle Apps. Attach the function to a menu of self service responsibility Go to Application Developer

Oracle Discoverer Desktop 4i

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