Oracle 9i
Discoverer Desktop
9.0.2.0.0
Version 1.2
July 2005
Managing Data
Information Resources
Rowan University
201 Mullica Hill Road
Glassboro, NJ 08028-1701
http://www.rowan.edu/ir/
New in this edition
July 2005, Version 1.2
Topic
Page
Description
Set Parameters
8
Conditional operators reversed, Greater than or equal to (>=) and
Less than or equal to (<=).
Set Parameters
9
Parameter data must be entered in its default database format in
order to get results. For instance, if date formatting was changed in
the workbook to 08/01/04, the date must be entered in its original
format of 01-AUG-2004.
© Copyright 2005, Rowan University, all rights reserved.
Oracle Discoverer is a registered trademark of Oracle Corporation. Other brand and product
names are trademarks or registered trademarks of their respective companies.
Oracle 9i Discoverer Desktop
2
Learning Objectives
Table of Contents
At the end of this workshop you should
be able to do the following:
Overview………………………………... 4
•
Change data fields
Manage Data ……………..…………… 5
•
Sort and filter data
Filter Data ………………….………….. 10
•
Add calculations
•
Create totals
•
Set parameters
•
Copy worksheet within workbook
•
Rename, resize, and reorder columns
Copy Worksheet ………………………. 11
Working with Rows ….……………….. 12
Working with Columns………………. 13
System Requirements
Personal Computer
Pentium III, 500 MHz or higher
Microsoft Windows 98 or higher
128 MB RAM
Explorer 5.1 or Netscape 7.02 or higher
Macintosh
Discoverer Desktop is not available for
Macintosh users.
Oracle 9i Discoverer Desktop
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Overview
Oracle 9i Discoverer is a tool which allows
users to query an Oracle database. It is
an ad-hoc query, reporting, analysis, and
Web publishing tool. It can be used for a
variety of tasks including data exporting,
sorting and grouping data, creating charts
and graphs, and printing reports.
Discoverer workbooks can be saved and
shared with others.
Key Terms
Business Area
Set of folders containing information with
a common business purpose.
Folder
Group of related information within a
business area (typically a table or view).
Item
Specific type of information within a
folder. Axis Item—corresponds to a
column in a table. Measure Item—axis
item that represents numeric data.
Query
To search for information. A saved search
which extracts information from multiple
tables. Each query is stored in a separate
worksheet.
View
Data the user has access to which is set up
by the Discoverer administrator. The
Banner schema, describing views, is
available at http://banner.rowan.edu/
banner-schema/
Workbook
A related group of worksheets that are
related to each other. Holds one or more
queries.
Worksheet
A document that stores the results of a
query.
Oracle 9i Discoverer Desktop
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Manage Data
Change Data Fields
1. Select Edit Sheet from Sheet menu or
right-click on worksheet tab and select
Edit Sheet.
2. Add or remove items as needed
(Figure A) and select OK.
Sort Ascending
Sort Descending
Figure A Change data fields in worksheet.
1. Select Sort from Tools menu.
2. Choose Add and select item to sort
from drop down selection (Figure B).
3. Indicate sort direction as ascending (Lo
to Hi) or descending (Hi to Low).
4. Add grouping as needed by selecting
group sort or page break (group sort
with page break at the end of each
group).
Figure B Sort data.
5. If selecting group sort, indicate if you
want a line or space to appear after
each group.
6. Select Move Up or Move Down to
prioritize sorting and select OK.
Unlike Excel, Discoverer saves
previous sorting and prioritizes by
order in which you selected a sort. Be
sure to delete or re-prioritize sorting as
needed.
Oracle 9i Discoverer Desktop
5
Manage Data
Add Calculations
1. Identify the data field names you wish
to calculate.
Figure C Create new calculation.
If you renamed a column heading, you
must know the original data field name
to create a calculation. Double-click on
the column heading and check Name:
for the original data field name.
2. Select Calculations from Tools menu.
3. Select New to create new calculation
or choose calculation name and select
Edit (Figure C).
4. Select the column headings to calculate
and choose Paste. Add the functions
needed such as addition (+), subtraction
(-), and multiplication (x) (Figure D).
Figure D Define calculation.
Standard precedence rules apply
(multiplication and division first,
then subtraction and addition). Use
parentheses to indicate precedence as
needed.
5. Enter calculation name and select OK.
If data in the calculated column
reads “#DIV/0!” the calculation
could not be computed. Check your
calculation formula for errors.
Oracle 9i Discoverer Desktop
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Manage Data
Create Totals
1. Select Totals from Tools menu.
2. Select New to create new total or
choose total name and select Edit
(Figure E).
3. Choose type of calculation (i.e. count,
sum, average) from drop down selection and data to calculate (Figure F).
Figure E Create new total.
4. Select grand total (total of entire
report) or subtotal (total of each group).
To have both a grand total and
subtotal for one data field you
must create two separate totals.
5. Enter total label or automatically
insert data name or value by using the
drop-down selection (Figure G).
6. Mark wrap text check box, format text
as needed, and select OK.
Figure F Define total.
Figure G Select total label.
Oracle 9i Discoverer Desktop
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Manage Data
Set Parameters
1. Select Parameters from Tools menu.
2. Select New to create new parameter
or choose parameter name and select
Edit (Figure H).
Figure H Create new parameter.
3. Choose field to create parameter from
drop-down selection (Figure I).
4. Enter parameter name.
5. Mark the Create condition with
operator check box and select the
appropriate operator from drop-down
selection (see conditional operators
below).
6. Enter prompt and description for user
to run parameter.
7. Mark the Let user enter multiple
values check box if appropriate.
If multiple values allowed, user may
enter more than one parameter
separated by a comma.
Figure I Define parameter.
CONDITIONAL OPERATORS
Operator
Meaning
Example
Operator
Meaning
=
Equals
=10110
LIKE
Search for like words LIKE ‘22%’
<>, ! =, ^ =
Not equal to
<> Johnson
IN
Search for key word
IN ‘Active’
>
Greater than
>100
NOT LIKE
NOT LIKE ‘22%’
<
Less than
<50
Search for not like
words
>=
Greater than or
equal to
>=01-JUL-2004
NOT IN
Search for not key
word
NOT IN ‘Active’
<=
Less than or equal to <=30-JUN-2005
Oracle 9i Discoverer Desktop
Example
8
Manage Data
8. Choose Allow a different value in
each sheet if appropriate and select
OK.
9. Change the order in which the
parameters are run (or order in which
user answers questions) using Move
Up or Move Down and select OK
(Figure J).
All available parameters are listed
for the entire workbook but only
applied (check mark selected) for the
active worksheet. Take care not to
delete or edit a parameter for another
worksheet.
Figure J Apply parameter.
10. Choose Refresh Sheet from Sheet
menu to run parameter (Figure K).
Parameter data must be entered
in its default database format in
order to get results. For instance, if
date formatting was changed in the
workbook to 08/01/04, the date must be
entered in its original format of
01-AUG-2004.
Figure K Run parameter
Refresh Sheet
To update data from database choose
Refresh Sheet from Sheet menu.
Oracle 9i Discoverer Desktop
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Filter Data
Edit Sheet
Add or Remove Page Detail
Layout
1. Select worksheet you want to change.
2. Select Edit Sheet from Sheet menu
and choose Table Layout tab.
3. Mark Show Page Items check box.
Figure L Duplicate worksheet as table.
4. Select and drag column heading to
page items field (Figure L).
Allows changes to or from page-detail
layout by adding or removing page
items.
Mark Hide Duplicate Rows
check box to limit duplicate data.
Oracle 9i Discoverer Desktop
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Copy Worksheet
Duplicate as Table
1. Select worksheet tab to duplicate.
2. Select Duplicate as Table from Sheet
menu or right-click on worksheet tab
and select Duplicate as Table.
3. To filter data mark Show Page Items
check box, select and drag column
heading to Page Items field
(Figure M), and select OK.
Figure M Duplicate worksheet as table.
Duplicate as Crosstab
1. Select worksheet tab to duplicate.
Figure N Choose OK to select page item.
2. Select Duplicate as Crosstab from
Sheet menu or right-click on worksheet
tab and select Duplicate as Crosstab.
3. If copying table to a crosstab, you may
need to adjust design. Choose OK to
change layout as needed (Figure N).
4. To filter data mark Show Page Items
checkbox, select and drag column heading to Page Items field (Figure O) and
select OK.
Figure O Duplicate as crosstab.
PAGE-DETAIL
TABLE
TABLE
Region Sales
East
West
North
$25,000
$50,000
$40,000
Year
Region: East
2004
Sales
Year
Region State
2004
$25,000
2002
East
2004
$26,000
2003
$25,00
2004
Oracle 9i Discoverer Desktop
PAGE-DETAIL
CROSSTAB
CROSSTAB
Sales
Region: East
Sales
2003
2004
NJ
$9,000
$7,000
State 2003
2004
East
PA
$7,500
$8,000
NJ
$9,000
$7,000
West
CA
$8,000
$8,000
NY
$10,000 $11,000
North
MI
$7,000
$8,500
PA
$7,500
$8,000
11
Working with Rows
Number of Rows Retrieved
Depending on your default settings, the
query results may retrieve data incrementally in groups. Click on the down arrow
to retrieve the next group of data
(Figure P). To retrieve all rows select
Retrieve All Rows from Sheet menu.
When exporting data, all query
result rows export regardless of
whether you click to retrieve next rows.
Figure P Query results are retrieved
incrementally in groups.
1. Select Options from Tools menu and
choose Query Governor tab.
2. Change the number of rows under
Retrieve data incrementally in
groups of: (Figure Q) and select OK.
The query governor allows you to change a
variety of the workbook default settings
such as limiting the total amount of rows
to retrieve and adjusting the time to cancel
a query.
Select Refresh Sheet from the
Sheet menu to apply new settings
to current workbook.
Figure Q Change default for number of rows
to retrieve per group.
Hide Row Numbers (Default)
1. Select Options from Tools menu and
choose Table tab.
2. Unmark Row Numbers check box under Show.
This changes current workbook
and default for future workbooks.
Oracle 9i Discoverer Desktop
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Working with Columns
Rename Column Heading
1. Choose Item Properties from edit
menu or double-click on heading name.
2. Enter heading name (Figure R) and
select OK.
Resize Column Width
Figure R Rename column heading.
1. Click and hold the mouse directly on
the line between the header of the first
column and second columns. The
resize tool appears (Figure S).
2. Drag the column to the left or right to
adjust width larger or smaller.
Figure S Resize column width.
When the resize tool appears,
double-click to fit column width to
text width. You may also right-click on
column heading and select Column
Auto Size to fit column width to text
width. To automatically auto-size
columns select Options from Tools
menu, choose Table tab, and select
Auto-Size under Column Sizes.
Reorder Columns
Figure T Reorder columns.
1. Click and hold the mouse directly on
the column header for the column you
wish to move. The move tool appears
(Figure T).
2. Drag the column to the left or right as
needed and release hold.
Oracle 9i Discoverer Desktop
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