oracle bi discoverertraining
TRANSCRIPT
-
7/29/2019 Oracle BI DiscovererTraining
1/73
Introduction to OracleBI
Discoverer
Permissions were granted from Forsyth Co., N.C. Environmental to use their data in this presentation.
-
7/29/2019 Oracle BI DiscovererTraining
2/73
Beginning Note:
Just as any windows based application thereare always many different ways to
accomplish the same tasks. (Copy, Paste,Save, etc)
Discoverer is no different. This will point
out several ways to do the different tasksbut it would be too time consuming to covereach and every one.
-
7/29/2019 Oracle BI DiscovererTraining
3/73
With that being said..
This will attempt to give you, the end-user,an idea of some of the features and
functionality of the OracleBI Discovererproduct.
You will see enough of the basic things to
enable you to start using the product afterviewing this introduction.
-
7/29/2019 Oracle BI DiscovererTraining
4/73
What we are going to do.
Discoverer What is it? Why use it
Go over Concepts & Key Terminology ofthe Discoverer product.
Build several queries utilizing somedifferent features of Discoverer.
Go over additional features of Discoverer.
-
7/29/2019 Oracle BI DiscovererTraining
5/73
A little about Discoverer
It is a browser based tool.
The product has three main componentsAdministration Edition
End User edition (10g Plus)
End User edition (10g Viewer)
-
7/29/2019 Oracle BI DiscovererTraining
6/73
Administration Edition
Requires an administrator who worksclosely with the DBA and the End-Users
to identify business area needs. Sets up business areas, folder, items, join
conditions, security, etc
Monitors security, query execution, andscheduling queries and reports.
-
7/29/2019 Oracle BI DiscovererTraining
7/73
End-User Editions
Made for End-Users like YOU.
Requires some familiarity with theWindows environment.
Requires some familiarity with theapplication (Environmental).
Most important, there is NO NEED for anin-depth knowledge of Oracle
-
7/29/2019 Oracle BI DiscovererTraining
8/73
Discoverer 10g Plus
Allows the end-user to:
Create Workbooks
Store Workbooks on the database
Share access to workbooks with other users
-
7/29/2019 Oracle BI DiscovererTraining
9/73
Discoverer 10g Viewer
Allows the end-user to view workbooksresults created by a 10gPlus user.
End User with only 10g Viewer privilegescannot create, modify, or share access to
workbooks.
-
7/29/2019 Oracle BI DiscovererTraining
10/73
Why use Discoverer
To do ad-hoc queries in lieu of running orlooking through reports:
What was the score of an establishment the lasttime it was inspected?
How many active food service establishments?How many push cart permits issued last
quarter?
-
7/29/2019 Oracle BI DiscovererTraining
11/73
Key Terminology
EUL (End-User Layer) Interface between the end-user and the
databaseContains business areas, folders, items, etc
Business Area
Set of related information with a commonpurpose (Environmental)
-
7/29/2019 Oracle BI DiscovererTraining
12/73
Key Terminology (cont.)
FoldersStore details about groups of related
information (Establishments, Inspections, etc.)Usually relates to a database table or view
ItemsFolders contain items (for example the
Inspections folder might contain State ID,Premise name, Score, etc.)
Usually relates to a column in a database table
-
7/29/2019 Oracle BI DiscovererTraining
13/73
Key Terminology (cont.)
WorkbookCan contain one or more worksheets
Somewhat similar to the Excel workbookStored on the database
Worksheet
Contains 1 SQL statement (query)Shows the results of the query
-
7/29/2019 Oracle BI DiscovererTraining
14/73
END USERS
(Workbooks & Worksheets)
End User Layer (EUL)(Business areas,Folders,Items etc)Administrator
CDP-DataMart(Oracle 9i database)
ORACLE DISCOVERER OVERVIEW
-
7/29/2019 Oracle BI DiscovererTraining
15/73
The queries we will build will be based onthe North Carolina Environmental businessarea.
It is important to understand theCONCEPTS of how we are usingDiscoverer as opposed to the system or
business area we are using.
-
7/29/2019 Oracle BI DiscovererTraining
16/73
QUERY #1
We will: Connect & Sign on to Discoverer 10gPlus
Create A New Workbook
Build A Simple Table Query
Apply Some User Defined Conditions
Run The Query Format Column Data And Headings
Add A Sort
Edit User Defined Conditions
Re-run The Query Rename The Worksheet
Close And Save The Workbook
-
7/29/2019 Oracle BI DiscovererTraining
17/73
Connecting to Discoverer 10gPlus
Start Internet Explorer
Type in the following URL:http://discoverer.cdpehs.com/
After typing in the Discoverer URL you
should be brought to the Login page.
-
7/29/2019 Oracle BI DiscovererTraining
18/73
-
7/29/2019 Oracle BI DiscovererTraining
19/73
Enter User NameEnter Password
Enter Database Then click Go
-
7/29/2019 Oracle BI DiscovererTraining
20/73
You may get a Security Information pop-up. Click Yes to display the items.
-
7/29/2019 Oracle BI DiscovererTraining
21/73
The Workbook Wizard
A series of 5 steps that assists/prompts youin creating an end result.
Once you become familiar with buildingqueries you do not have to go thru all 5steps.
You can always get to any of the wizard at alater time to edit the query.
-
7/29/2019 Oracle BI DiscovererTraining
22/73
Create/Open Workbook
Workbook Step #1 allows you to :
Create a new Workbook
Or
Open an existing workbook
Then
Choose the type of workbook you wantopen.
Click onCreateanew workbook
-
7/29/2019 Oracle BI DiscovererTraining
23/73
Click on Create a new workbook .We will open an existing workbook later in this session.
Uncheck Title Graph andText Area Leavethedefault Table
-
7/29/2019 Oracle BI DiscovererTraining
24/73
Uncheck Title, Graph, and Text Area. Leave the default Tableselected and click Next.
-
7/29/2019 Oracle BI DiscovererTraining
25/73
The Selection Process
Workbook Step #2 allows you to:
Select Business Area, Folders from thebusiness area, and Items from the folders.
Create conditions, calculations, percentages,and totals, edit & enable/disable.
-
7/29/2019 Oracle BI DiscovererTraining
26/73
Business Area
Select the business area that contains theinformation (tables) that you want to use
(Environmental).You will only see the business areas you are
authorized to see.
You will only see the data that belongs toyou.
-
7/29/2019 Oracle BI DiscovererTraining
27/73
-
7/29/2019 Oracle BI DiscovererTraining
28/73
Select the Folder(s)
Select the folder(s) that contain the itemsthat you want to use in your worksheet
(query).
Clicking the (+) sign to the left of the folder
will expand the folder to show all itemscontained within the folder.
Select theEstablishments Folder
-
7/29/2019 Oracle BI DiscovererTraining
29/73
Select the Establishments Folder.Click the (+) sign to the left of Establishments to see the Items.
-
7/29/2019 Oracle BI DiscovererTraining
30/73
Selecting Items
Scroll down the list of items
To Select an item:
Click on the item (word) to highlight it
Click the (>) sign in between the 2 panes
You will see the selected item displayed inthe right pane
-
7/29/2019 Oracle BI DiscovererTraining
31/73
Lets select the
State Id
Premise Name
Est Type
Est Phone
Clickon theitem thenclick the(>)arrow
-
7/29/2019 Oracle BI DiscovererTraining
32/73
Click on the item then click the (>) arrow.
Until your screen looks like this
-
7/29/2019 Oracle BI DiscovererTraining
33/73
Until your screen looks like this
-
7/29/2019 Oracle BI DiscovererTraining
34/73
To de-select an item
Click on the item in the right pane to
highlight it
Click the (
-
7/29/2019 Oracle BI DiscovererTraining
35/73
Once you have selected the items Click the Conditions tab.
Click New and New Condition fromthedrop downmenu
-
7/29/2019 Oracle BI DiscovererTraining
36/73
Click New and New Condition from the drop-down menu.
Namingthecondition
-
7/29/2019 Oracle BI DiscovererTraining
37/73
Naming the condition
-
7/29/2019 Oracle BI DiscovererTraining
38/73
Conditions (tip)
It is a good idea to assign a meaningfulname to the condition if:
You are going to have multiple worksheetsin a workbook.You are going to save and reuse this
workbook.
You are going to share the workbook withother users.
Wewill allow toGeneratenameautomatically Click thearrow under Itemtoselect
-
7/29/2019 Oracle BI DiscovererTraining
39/73
We will allow to Generate name automatically. Click the arrow under Item to selectthe item. You will see that the 4 items we selected under on the Items tab.
If youselectMoreItemsyouwill seeALL theitemsthatare in thefolder(s)youare
-
7/29/2019 Oracle BI DiscovererTraining
40/73
If you select More Items you will see ALL the items that are in the folder(s) you areworking with (Establishments) click Cancel.
-
7/29/2019 Oracle BI DiscovererTraining
41/73
The list of items.
You do not have to select the item in the
query in order to use that item in a condition But
You have to at least select one item fromthe folder that contains it
Scroll downtoandclickEstType
-
7/29/2019 Oracle BI DiscovererTraining
42/73
Scroll down to and click Est Type
(Notice that the item Est Type now has the folders name in front of it.) Arrow down
-
7/29/2019 Oracle BI DiscovererTraining
43/73
( yp )the Condition column and select the conditional expression =
Manually enter 1 in the Values column to select only food service establishments
-
7/29/2019 Oracle BI DiscovererTraining
44/73
y yClick OK.
-
7/29/2019 Oracle BI DiscovererTraining
45/73
-
7/29/2019 Oracle BI DiscovererTraining
46/73
Conditions (tip)
Text values and dates are enclosed in singlequotes.
Multiple values are separated by a comma.
Date format is dd-mon-ccyy (ie; 28-FEB-2008)
We will add calculations and totals to a worksheet later click Next.
-
7/29/2019 Oracle BI DiscovererTraining
47/73
-
7/29/2019 Oracle BI DiscovererTraining
48/73
Table Layout
Workbook Step #3 allows you to re-arrangethe order the items appear on the worksheet.
To re-arrange the items:
Click on the column name and drag the
column to the left or right until it is in thedesired order.
Click and drag the column names to the desired locations then click Next.
-
7/29/2019 Oracle BI DiscovererTraining
49/73
Workbook Step 4 allows you to sort the worksheet by the data points. We will sort the
-
7/29/2019 Oracle BI DiscovererTraining
50/73
worksheet later in the session click Next.
Workbook Step #5 allows you to add a parameter to the worksheet. This can supply
-
7/29/2019 Oracle BI DiscovererTraining
51/73
values to a conditional statement. We will add a parameter to the worksheet later in thesession. Since this is the last step of the Wizard lets run the query. Click Finish.
Youshouldseethequery progress bar informingyouof thestatusof thequery.
-
7/29/2019 Oracle BI DiscovererTraining
52/73
You should see the query progress bar informing you of the status of the query.
And you should see something like this.
-
7/29/2019 Oracle BI DiscovererTraining
53/73
Notice that at the end of the scroll bar (on right of query) you can click to retrieve the250
-
7/29/2019 Oracle BI DiscovererTraining
54/73
next 250 rows.
Lets add a sort sequence. Click Tools then click Sort.
-
7/29/2019 Oracle BI DiscovererTraining
55/73
Click the Add button to the right then select Premise Name from the drop downC l Cli kOK
-
7/29/2019 Oracle BI DiscovererTraining
56/73
Column. Click OK.
The Premise Name (establishment name) should be in alphabetical sequence (numbers
-
7/29/2019 Oracle BI DiscovererTraining
57/73
and special characters will appear first).
Lets disable the Est Type condition. Click on Tools then click on Conditions.
-
7/29/2019 Oracle BI DiscovererTraining
58/73
yp
To disable the Est Type condition, click on the Est Type=1 condition in theS l t d i d d li k th ( )
-
7/29/2019 Oracle BI DiscovererTraining
59/73
Selected window and click the (
-
7/29/2019 Oracle BI DiscovererTraining
60/73
condition is enabled will disappear). Click OK.
Now the query will show all Est Types.
-
7/29/2019 Oracle BI DiscovererTraining
61/73
Lets edit the Est Type condition. Click on Tools and Conditions.
-
7/29/2019 Oracle BI DiscovererTraining
62/73
Highlight the Est Type=1 condition by clicking on it and click Edit.
-
7/29/2019 Oracle BI DiscovererTraining
63/73
Change the Value from 1 to 2 and click OK.
-
7/29/2019 Oracle BI DiscovererTraining
64/73
Are we ready to run the query?
-
7/29/2019 Oracle BI DiscovererTraining
65/73
No. We need to enable the condition. Click on Est Type=2 condition and click the(>)arrowtomove thecondition to theSelectedwindowandenableit (Noticethat
-
7/29/2019 Oracle BI DiscovererTraining
66/73
(>) arrow to move the condition to the Selected window and enable it. (Notice thatthe blue check will reappear showing you that the condition is now enabled.) Click
OK.
Now you will only see Type 2 Establishments (Food Stands).
-
7/29/2019 Oracle BI DiscovererTraining
67/73
Lets rename the worksheet. Click on Edit and Rename Worksheet.
-
7/29/2019 Oracle BI DiscovererTraining
68/73
Change the name from Sheet 1 to Food Stands and click OK.
-
7/29/2019 Oracle BI DiscovererTraining
69/73
Now the worksheets name has been changed.
-
7/29/2019 Oracle BI DiscovererTraining
70/73
Lets save the workbook. Click on File and Save.
-
7/29/2019 Oracle BI DiscovererTraining
71/73
Enter Training Query 1 as the new name and click Save.
-
7/29/2019 Oracle BI DiscovererTraining
72/73
Lets close the workbook. Click on File and Close.
-
7/29/2019 Oracle BI DiscovererTraining
73/73