Saturday, December 7, 2013

Oracle Discoverer



Oracle Discoverer

Oracle Discoverer is a reporting tool in Oracle Business Intelligence to generate reports.

Discoverer Administrator is a tool to hide the complexity of the database from business user, so they can answer business questions quickly and accurately by accessing EUL.

Discoverer’s components: - Discoverer components operate in both client/server and web browser environment. 1. Discoverer plus 2. Discoverer 4i plus 3. Discoverer 4i viewer 4. Discoverer Administration.

Discoverer Plus: - It’s designed for Business professionals who do not have programming background can create easy to use reports.

Discoverer 4i plus: - Discover 4i plus is the internet version.

Discoverer 4i viewer: - To run the reports on internet explorer or any webpage. 

Oracle Discoverer Administrator:

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.
Discoverer Administrator’s wizard-style interfaces enable you to:

  1. Set up and maintain the End User Layer (EUL)
  2. Create Folders, Items and Item Classes
  3. Control access to information
  4. Create conditions and calculations for Discoverer end users to include in their worksheets.
Discoverer Plus Features and Benefits:
Automated Summary Management – improving query performance in Discoverer Plus is now easier with this new feature.
Oracle Applications support – This enables you to connect to Oracle Applications EULs as well as standard Discoverer EULs.
Identifiers – all objects in a Business Area are now uniquely defined within each EUL by an Identifier.
Change schema owner – you can now manually edit the schema Owner attribute (for a Folder) or leave it blank.
Support for Oracle Materialized Views.
Analytic Functions – perform complex mathematical analysis with this extended range of statistical functions.

Oracle Discoverer Plus: It is a web portal like Oracle applications front-end through which you can log on with your oracle application username and password and create and run discoverer reports.

End User Layer (EUL): End User Layer is a Metadata repository for Business areas, folders and items on which Discoverer workbooks or reports based on.

Business Area: A Business Area is a set of folders containing related information with a common business purpose.

Folders: The tables and views loaded into a Business Area are called as folders. There are 3 types of folders that you can create – Simple, Complex and Custom.

Items: The columns of the folders are named as items.

Item Classes: Item classes are like LOVs in Oracle Application. We can create item classes based on any columns of a table and we can join that item classes to any parameters of the discoverer reports.

Joins: A Join relates two folders using common items.

Conditions: Conditions filter worksheet data, enabling Discoverer end users to analyze only the data they are interested. Conditions are applied to the folders or items.

Calculations & Hierarchies: A calculated item is an item that uses a formula to derive data for the item.

Hierarchies are default drill paths between item that you define in Discoverer Administrator. There are two types of Hierarchy in Discoverer Administration Edition:
1.    Item Hierarchies
2.    Date Hierarchies

Summaries & Summary Folders: A summary improves query performance in Discoverer Plus or Discoverer Viewer by using pre-aggregated data created through Discoverer Administration Edition.

Summary:

Interface to database à End User Layer

Group of Tables <--> Business Area (AP, AR, GL, FA, CM, OM or Custom).

Tables/views <--> Folders
Columns <--> Items
Rows <--> Records
Queries <--> Worksheets 
Group of worksheets <-->Workbook 
Folders: 1. Simple Folders – Folders that are based on a database table (e.g.: ITEM) 2. Custom Folders – Folders that contain a custom SQL query 3. Complex Folders – Folders that are based on multiple simple folders.

Discoverer report process flow:

EUL—BA – Folder—Workbook--Add to Oracle Applications--Run the report from Viewer 4i.
To Create and run the reports by using Discoverer plus or Discoverer desktop AND with viewer to run the reports.


4. Discoverer Administrator Edition / User Edition via Start Programs On PC.

Create a EUL table space on db file and then create EUL on administrator:









Once you connect to Oracle applications Server Discoverer home page then, open a workbook wizard:

To Create/Open Workbook:

Step1:  Create Workbook and select the Display information Table/Page Detail table/Cross Tab/Page Detail Cross tab.

Step2: Select the folders/views and items (columns).

Step3: Specify the column headings and Order.

Step4: Format data (Conditional formatting available) and headings for items.

Step5: Add the conditions.

Step6: Specify the sorts for items.

Step7: Create Calculations.

Step8: Create Percentages and Totals.

Step9: Create Parameters (Optional/mandatory) and run the results.

Output options: Web browser/excel/HTML.

Custom folder example:-







Now let's add the test report into oracle applications front end...create a function and then attach to menu.









Oracle Discoverer Viewer 4i:-


            Oracle discoverer viewer 4i, a key component of oracle9i application server (oracle 9ias) integrated business intelligence solution. Is an intuitive ad-hoc query, reporting, analysis, and web-publishing tool that has rapidly eve loved  from a solid client/server product that was one of the easiest browser tools on the market to use into a solid web-based offering.



Discoverer 10.x Desktop, Plus, Viewer Differences
Function
Desktop
Plus
Viewer

Create / Edit Query
Yes
Yes
No

View Query With Dynamic Data
Yes
Yes
Yes






Export To Microsoft Excel
Yes
Yes
Yes

Integrated With Oracle Single Sign-On
No
Yes
Yes

Create Worksheet Parameters
Yes
Yes
No

Apply Parameters To Worksheet
Yes
Yes
Yes

Create / Edit Conditions
Yes
Yes
No

Create / Edit Calculations
Yes
Yes
No

Save The Workbook
Yes
Yes
Yes

Schedule Workbooks
Yes
Yes
No

Export To XML
Yes
Yes
Yes

Export To PDF
No
Yes
Yes

Drill To Link
Yes
Yes
Yes

Email
Yes
No
Yes

Corporate logo
No
Yes
Yes

Workbook logo
Yes
No
No


























































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