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Monday, January 21, 2013

Oracle Discoverer Administration and Desktop

Oracle Discoverer is a business intelligence tool to support organizational decisions and data will show in the form of excel format.
Components of discoverer:-

1.Discoverer Administration Edition
2. Discoverer Desktop Edition

Architecture Of Discoverer Administartion Edition:-

i.End User Layer
ii.Business Area
iii.Business Folders

Overview of Business Areas:-

-A business area is a collection of related information in the database.
-A business area is a set of related information with a common business purpose
-For example, information about Sales may be stored in one business area, while
information about Cops is stored in another business area.
-In simple words it can be termed as collections of objects in a particular module

Overview of Business Folders:-

-Simple Folders – Folders that are based on a database table (e.g.: ITEM)
-Custom Folders – Folders that contain a custom SQL query.
-Complex Folders – Folders that are based on multiple simple folders.

Here are the steps for creating the ‘Business area’

Open Discoverer Administrative Edition

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER1.png


Logon to Discoverer Administrative Edition using SYSADMIN user

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Click Connect

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Choose a Responsibility and Click OK

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Click Create a New Business Area and Click Next

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Select Any User and Click Next

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Expand the Node and Select Any Table or View And Click Next

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Click Next

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Name the Business Area and Description Appropriately And Click Finish

The Business Area Will be created and you would view the following screen
http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER10.png


Close the Administrative Tasklist Window

Expand the Business Area

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Delete The Folder under the Business Area

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Click Yes

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER13.png

Now the business Area is Empty

Logon to SQL Plus and Create a View according to the requirement


Relogon to Discoverer Administration Edition to have the Schema Refreshed And Open the Business Area Created Earlier.

Right Click on the Business Area Created and Select the New Folder from Database Option

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Click Next

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Select the Schema APPS and Click Next as shown below

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER17.png

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER18.png

Expand the APPS Schema

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER19.png

Select the View Created at SQL Plus and Click Next

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER20.png

Click Finish

The Folder is Created

Expand the Business Area and you can view the Folder

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER21.png


Click Tools à Security Menu

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Assign the Users/Responsibilities who can access the Business Area and Click OK

Here are the screen shots for creating the workbooks in the Discoverer Desktop:-

Logon to the Discoverer Desktop Edition to create Work Books

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER23.png



Login as SYSADMIN User

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER24.png

Select System Administrator Responsibility and Click Ok

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER25.png


http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER26.png

Select Create a new workbook option

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER27.png

Select one of the Display Style as per the requirement and Click Next

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER28.png

Select the Business Area and the folder on which you would like to create the Workbook and Click Next

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER29.png

Check Show Page Items and Click Next

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER30.png

You could add the condition required by clicking New.

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER31.png

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER32.png


Select New Parameter Option from the List

You will get the following screen

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER33.png


http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER34.png

Enter the Name, Prompt, Description and other Fields and Click OK

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER35.png

Click Ok
http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER36.png

Click Next

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER37.png

You can create the Sort Condition so that the Workbook would sort the data accordingly.

Click Add
http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER38.png


Select the Field on which you would like to sort the data and Click ok

Add as many sorts you need

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER39.png

Click Finish

You workbook is Created.

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER40.png

Go to File à Managewokbooks à Properties

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER41.png

Give the Identifier and Description

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER42.png


Click Ok

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER43.png

Click Yes

Go to Sheet à Rename Sheet Menu

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Give an Appropriate Name and Click ok

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER45.png


Click Save

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER46.png


Select Database

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER47.png

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER48.png

Give an appropriate name and Click Save


Goto File à Manageworkbooks à sharing menu

Select the Workbook and assign it to the responsibility who can access the workbooks as shown in the screen

http://sendyoursmiles.com/wp-content/uploads/2011/04/041711_1113_DISCOVERER49.png

Click Ok
 

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If you are facing any issues while copying the Code/Script or any issues with Posts, Please send a mail to OracleApp88@Yahoo.com or message me at @apps88 or +91 905 957 4321 in telegram.
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