Friday, October 26, 2018

Discoverer Reports

Discoverer Reports

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 Adminstration 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
Logon to Discoverer Administrative Edition using SYSADMIN user
Click Connect
Choose a Responsibility and Click OK
Click Create a New Business Area and Click Next
Select Any User and Click Next
Expand the Node and Select Any Table or View And Click Next
Click Next
Name the Business Area and Description Appropriately And Click Finish
The Business Area Will be created and you would view the following screen
Close the Administrative Tasklist Window
Expand the Business Area
Delete The Folder under the Business Area
Click Yes
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
Click Next
Select the Schema APPS and Click Next as shown below
Expand the APPS Schema
Select the View Created at SQL Plus and Click Next
Click Finish
The Folder is Created
Expand the Business Area and you can view the Folder
Click Tools à Security Menu
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
Login as SYSADMIN User
Select System Administrator Responsibility and Click Ok
Select Create a new workbook option
Select one of the Display Style as per the requirement and Click Next
Select the Business Area and the folder on which you would like to create the Workbook and Click Next
Check Show Page Items and Click Next
You could add the condition required by clicking New.
Select New Parameter Option from the List
You will get the following screen
Enter the Name, Prompt, Description and other Fields and Click OK
Click Ok
Click Next
You can create the Sort Condition so that the Workbook would sort the data accordingly.
Click Add
Select the Field on which you would like to sort the data and Click ok
Add as many sorts you need
Click Finish
You workbook is Created.
Go to File à Managewokbooks à Properties
Give the Identifier and Description
Click Ok
Click Yes
Go to Sheet > Rename Sheet Menu
Give an Appropriate Name and Click ok
Click Save
Select Database
Give an appropriate name and Click Save
Goto File > Manageworkbooks > sharing menu
Select the Workbook and assign it to the responsibility who can access the workbooks as shown in the screen
Click Ok

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