A presentation by Jayashree Satapathy / Krishna Mohan Oracle Discoverer Administration10g Oracle Discoverer Administration10g Oracle DiscovererWHATISDISCOVERER : Oracle Discoverer (like Oracle Reports) is part of Oracle's Business Intelligence set of tools. Oracle Discoverer is an adhoc query tool enabling users to develop reports to eet business needs.WHYDISCOVERER : Oracle Discoverer is intended to provide end users easy access to data and allo! the to do data analysis. Oracle Discoverer provides business users !ith data analysis capabilities" regardless of !hether the RDB#$ !as designed for an O%&' syste or as a data !arehouse. Discoverer is an ad hoc reporting tool It allo!s end users to quickly create reports !ithout the need for kno!ledge of $(%.Discoverer Deinitions ! Discoverer Architect"re Discoverer VersionsDiscoverer 4i (4.1.48)Discoverer 9i (9.0.2)Discoverer 10g Release 1(9.0.4) Discoverer 10g Release 2(10.1.2) Discoverer Movin# On Wh !"grade #rom Discoverer 4i $Discoverer 10g Relational % eas transitionDiscoverer 10g O&A' % ne( a""roachDiscoverer 10g ) *+, 11i % considerations-!t!re state alternatives+. ** tool s!ite (nee ,ie/el Analtics)*+, R12 % analtic a""lications0 ne( D+. #ace Why "p#ra$e ro% &i 'Discoverer 4i (as de1s!""orted in Octo/er 20023"grade to What$ Discoverer 10g Relational is sim"lest !"grade,a#e % ma4es a co" o# 4i *3&&o( im"act % r!ns on se"arate server5eri#ia/le % test 4i and 10g (or4/oo4s in "arallelDiscoverer 10g"rovides tr!e analtics+. (Disocverer10g) s!ite "rovides heterogeneo!s data access0 ne( "resentation stles0 ne( !sage #!nctionalitDiscoverer Co%ponentsDiscoverer )dinistratorDiscoverer DesktopDiscoverer 'lusDiscoverer *ie!erDiscoverer A$%inistrator (Sa%e )oo* an$ ee) +Co%parin# Discoverer&i an$ Discoverer,-# Discoverer Des*top (Sa%e )oo* an$ ee) +Cont$.. Discoverer /)"sCont$.. &i&iDiscoverer /)"sCont$.. ,-# R,,-# R,Discoverer /)"sCont$.. ,-# R0,-# R0Discoverer Vie1erCont$.. &i&iDiscoverer Vie1erCont$.. ,-# R,,-# R,Discoverer Vie1erCont$.. ,-# R0,-# R0Discoverer,-# (R,+ 2eneitse6"ort to oracle re"ortss!""ort o# analtic #!nctions o# 9i data/aseenhanced data aggregationim"roved list o# val!es. the are no( searcha/le and can /e restricted.7#ind8 #!nctionalit in the item navigator availa/le in discoverer "l!senhanced gra"hing ca"a/ilitanaltic #!nction tem"latesedit titles#olders can /e im"orted and e6"ortedcom"le6 #older reach thro!ghdis"las reada/le ,9&s!""orts :icroso#t *6cel We/9!erconditional #ormattingdrag and dro" #!nctionalitCont$.. Discoverer,-# (R0+ 2eneitsO&A' s!""ortdrag and dro" in discoverer "l!sconditional #ormattingdrilling into gra"hscascading "arameterso"tional "arametersdnamicall lin4 to (or4sheets"rint to 'D-searcha/le (or4/oo4 listshare sched!led (or4/oo4s/rere3"isites2eore "sin# Discoverer A$%inistrator the o))o1in# are the /rere3"isites !A s!ita/le data/ase m!st /e installed and availa/le. An Oracle *nter"rise *dition data/ase (ill s!""ort the !se o# materiali;ed vie(s to im"rove the "er#ormance o# s!mmar #olders.Discoverer Administrator m!st have /een installed on a ' Tools> EUL Manager3se the *3& :anager to create and maintain *3&s #or di##erent !sers (!ser ids) in the data/aseEn$ 5ser 6ayer (E56+Discoverer Administrator> Tools> EUL Manager> Create EULBhe data/ase !ser has access to all the schema !sed #or Oracle A""sEn$ 5ser 6ayer (E56+Discoverer Administrator> Tools> EUL Manager> Create EULBhe !ser creating *3& #or a schema sho!ld 4no( the "ass(ord o# schema>s data/ase !ser idEn$ 5ser 6ayer (E56+Discoverer Administrator> Tools> EUL Manager> Create EUL$elect the default and teporary tablespace for the ne! user by clicking your choice in the list.&hese settings are database settingsDefault table space ust be at least :bHow to know the default End User Layer (EULDiscoverer Administrator> Tools> Options2"siness AreaWhat are /!siness areas $ +!siness areas are conce"t!al gro!"ings o# ta/les and=or vie(s designed to match Discoverer end !sers s"eci#ic data re?!irements. *6am"le : An acco!nting de"artment needs a /!siness area that re"resentsdata a/o!t /!dgets and #inance.Alternativel0 managers in a h!man reso!rces de"artment need a /!siness area s"eci#icall #or de"artments and em"loee in#ormation. Discoverer Administrator dis"las a /!siness area as a #ile ca/inet on the Data ta/ o# the Wor4area.A /!siness area can /e o"enedto dis"la its #olders and items2"sinessAreaCont$..$%siness Area &on'epts&reate a b%siness area and load data into it (mandator)*. +!siness areas are conce"t!al gro!"ings o# ta/les and=or vie(sDiscoverer Administrator dis"las a /!siness area as a #ile ca/inet on the Data ta/ o# the Wor4area.Go! create a /!siness area in Discoverer Administrator !sing the &oad Wi;ard (3ser1#riendl .nter#ace).denti# the data so!rce and have a clear !nderstanding o# its design..denti# (hich ta/les0 vie(s0 and col!mns are re?!ired. .denti# those that are li4el to /e incl!ded in m!lti"le /!siness areas.:a" o!t the necessar Hoins and determine (hether the e6ist in the data/ase or (ill have to /e created / o! !sing Discoverer Administrator. .denti# sec!rit iss!es and access "rivileges.2"siness Area Creation!2"siness Area9 6oa$ Wi;ar$Bhe &oad Wi;ard is (here o! o"en e6isting /!siness areas or create a ne( one..t is the #irst ste" to (or4ing in the Administration *dition.Discoverer Administrator> File> New2"siness Area9 6oa$ Wi;ar$Discoverer allo(s o! to load metadata that is "resent in the data/ase0 /!t in non1Oracle #ormat.Discoverer Administrator> File> New2"siness Area9 6oa$ Wi;ar$Define the ob;ects that !ill be loaded into the ne! business area. .ou choices depend on !here you chose to get your eta data.ONT schema is the owner of two tales in the re!ortDiscoverer Administrator> File> New2"siness Area9 6oa$ Wi;ar$$elect the specific ob;ects to load into the business area.3ach table and vie! that you select !ill be a folder in the business area.Two tales to e "sed in the re!ort are selectedDiscoverer Administrator> File> New2"siness Area9 6oa$ Wi;ar$&hese options let you ake your business area and its folders easy to find and accessDiscoverer Administrator> #ile> New2"siness Area9 6oa$ Wi;ar$0inally" you ust nae your ne! business area.Discoverer Administrator> #ile> New2"siness Area9 other eat"res+eat%res provided for $%siness Area Opening an 39isting Business )rea (#ile> O!en) 39porting a Business )rea to a 0ile (#ile> E$!ort) Iporting 3,% eleents fro a 0ile (e.g.. Business )rea" 0olders"0unctions etc) (#ile> E$!ort) 3diting Business )rea 'roperties (Do"le clic% on &"siness Area 'con) Deleting a Business )rea ((ight Clic% > Delete &"siness Area) $ynchroni (efresh) Data igration issues (Anal)tic #"nctions) ,se Discoverer access perissions to control !ho can see and use the data in business areas ,se Discoverer task privileges to control the tasks each user is allo!ed to perfor .ou can grant Discoverer access perissions and task privileges to database roles as !ell as to database users. Data access rights to the database tables reain under the control of the database adinistrator.Access /rivi)e#es *ec"rit) Privileges3se this ta/ to grant "rivileges to a s"eci#ic !ser or role=res"onsi/ilitI.Oracle A""lications !sers (ill see the term Res"onsi/ilit dis"laed here instead o# Role.Jrant the head "rivilege (Administration0 3ser *dition)/e#ore o! grant the "rivileges !nder it. .# o! (ish to grant (or den) Administration "rivileges to a !ser or role0 o! m!st also grant (or den) that !ser Administration access to the /!siness area.A$%inistration E$ition Tas*s-ormat +!siness Area(ight Clic%> ,ro!erties&his section sho!s you ho! to enhance the user=s vie! of the data by editing ite properties. ) ;oin relates t!o folders using one or ore coon ites. 3nd users cannot create ;oins )dinistrator has to create ;oins for end users to create reports that cobine inforation fro ultiple folders. ) ;oin bet!een t!o folders enables you to include ites fro both folders !hen creating (-orksheet" 5ople9 0older" >ierarchy) $ingle ite ;oins relate t!o folders using an ite that is coon to both folders. #ulti2ite ;oins relate t!o folders using ore than one ;oin condition. .ou cannot directly include functions or literals (e.g. te9t strings" nubers" dates) in the ;oin conditions. Ites in ;oins can be hidden later" allo!ing end users to benefit fro the use of ;oined folders !ithout having to see the ;oin details. -hile 5reating ?oins" .ou do not need to enter a nae for the ;oin" Discoverer )dinistrator autoatically creates a default nae for the ;oin !hen you click O@.JoinsCreate JoinsBo create a Hoin0 selectAthe :aster #olderAthe o"erator Athe detail #older 3se F:!lti1.tem> #or Hoining m!lti"le :aster and detail #olders -or de#ining Hoin t"es (o!ter Hoin0 -oreign 4e (ith n!ll val!e0 one to one relationshi") !se FO'B.OD,>Item>rigt clic!> New "oinE$it Join /ropertiesGo! can ins"ect and edit more than one Loin item at a time. ,elect a Hoin to vie( its "ro"erties. .# o! select more than one Loin 'ro"ert and ma4e a change to a "ro"ert0 the changes a""l to all selected "ro"erties."oin Name> #igt Clic!> PropertiesE$it Join&he screen details are sae as A5reate ?oin= screen0oin Name> (ight Clic%> Edit 0oinCreate Ca)c")ation Ite% 'usiness Area> #igt Clic!> New &ierarcy> Item &ierarcyCreatin# Date Hierarchy3ierarchies Ta> &"siness Area> (ight Clic%> New 3ierarch)> Date 3ierarch)*6am"le:GearN :onth N Wee4 3ser loo4s at total sales #or each ear in their records0 the can drill do(n (!sing the Date Cierarch)o! im"lement this Date Cierarch in a +!siness Area0 and an end !ser has a re"ort in Discoverer 'l!sGo! can !se Discoverer Administration *dition>s e6isting Date Cierarch tem"lates to de#ine man common Date Cierarchies0 or o! can create o!r o(n c!stomi;ed Date Cierarchies.Defa"lt date hierarch) is "sed in sam!le re!ortCreatin# Date Hierarchy9 Cont$..&ierarcies Tab> 'usiness Area> #igt Clic!> New &ierarcy> Date &ierarcyGo! can choose the date items in o!r +!siness Area that (ill !se the ne( date hierarch. Bhis ste" is o"tional.Creatin# Date Hierarchy9 Cont$..&ierarcies Tab> 'usiness Area> #igt Clic!> New &ierarcy> Date &ierarcy&i4e other items in o!r +!siness Area0 o! can name o!r hierarch. Alternative sort,elect the item containing the alternative sort se?!ence Dote that the alternative sort item m!st /e in the same #older as the list o# val!es.Create A)ternative Sorts9 Cont$..'tem Classes Ta> New 'tem Class> Alternative sort,elect the items that !se this item class. .# o! do not select the items !sing the item class0 o! (ill need to a""l the item class to s"eci#ic items later. ,!mmar #olders are a re"resentation o# ?!eried data that has /een saved #or re!se.