Oracle discoverer 10g handbook

Title:

Personal Author:

Armstrong-Smith, Michael

Publication Information:

New York, NY : McGraw-Hill, 2006

ISBN:

9780072262148

Subject Term:

Relational databases

Database management

Added Author:

Armstrong-Smith, Darlene

Available:*

Library	Item Barcode	Call Number	Material Type	Item Category 1	Status
Searching... PSZ JB	30000010159092	QA76.9.D3 A75 2006	Open Access Book	Book	Searching... Unknown

Summary

Generate detailed reports that will give your company the competitive edge

Put essential information in the hands of end-users across your organization using Oracle Business Intelligence Discoverer 10 g and the comprehensive information contained in this Oracle Press guide. You'll learn, step-by-step, how to query databases and warehouses, format the results, and distribute dynamic, Web-enabled reports. All features are covered in full detail, including OracleBI Discoverer Desktop, Workbook Wizard, Plus, Viewer, Discoverer Administrator, Portlet Provider, OLAP, and Enterprise Manager. Real-world case studies and tutorials illustrate all of the analysis, security, and reporting capabilities of Oracle Discoverer 10 g .

Set up, configure, and manage Oracle Business Intelligence Discoverer 10 g Perform ad hoc and fixed queries using the Workbook Wizard Integrate sorts, calculations, percentages, and parameters using Discoverer Plus Create reports with graphs, tables, titles, headers, footers, and margins Use Discoverer Viewer to review, format, export, email, and print reports Refine queries using interactive pivoting, drilling, and Hyper Drilling Control OLAP workbooks using the Discoverer Catalog and Oracle Enterprise Manager Establish access and sharing rights, and scheduling privileges with Discoverer Administrator Set up and use Portal using Discoverer Portlet Provider and Portlets Implement query shortcuts, cascading parameters and advanced analytic calculations using templates

Author Notes

Michael Armstrong-Smith (Cookeville, TN) is the Principal Consultant for Armstrong-Smith Consulting. A fellow of the Institute of Analysts and Programmers, and a member of Oracle's customer advisory board on business intelligence, he has over 20 years systems development experience. Michael is a leader in the field of business intelligence, with specialist knowledge of data warehouses, and, of course, Oracle Discoverer. He is also a conference speaker and has spoken on Discoverer at conferences in Hawaii, Orlando and Toronto. Michael is the coauthor of Oracle Discoverer Handbook (Oracle Press, 2000).

Darlene Armstrong-Smith (Cookeville, TN) is Senior Curriculum Developer for Armstrong-Smith Consulting and an instructional designer and, as well as a professional trainer. She has 12 years experience designing and implementing system conversion training, and also as an adult vocational educator. Darlene has served as a training consultant to financial institutions, a national brokerage firm, a major Alaskan hotel chain and various other institutions. She has written and delivered manuals and policies and procedures for various organizations ranging from training in highly technical software to "soft skills" such as team building, employee motivation, and public speaking. Darlene is the coauthor of Oracle Discoverer Handbook (Oracle Press, 2000).

Acknowledgments	p. xxi
Introduction	p. xxiii
Part I Getting Started with Discoverer
1 An Overview of Discoverer	p. 3
Business Intelligence and Your Organization	p. 4
Business Intelligence and Trends	p. 5
Discoverer's Role in Business Intelligence	p. 7
How to Use This Book	p. 11
A New Direction in Reporting	p. 12
Summary	p. 19
2 Users and Databases	p. 21
What Starts Right Stays Right	p. 22
The Responsibility of the End User	p. 22
The Discoverer Library Concept	p. 31
The Report Writer Concept	p. 32
Summary	p. 34
3 Getting Started in Discoverer	p. 35
Key Personnel	p. 36
Gaining Access to Discoverer	p. 39
Key Definitions	p. 41
Sticky Features	p. 43
Main Features of Discoverer	p. 43
Discoverer Login Sequence	p. 44
Starting a Workbook	p. 51
Summary	p. 51
4 The Workbook Wizard: The Essential Steps	p. 53
The Workbook Wizard	p. 54
Summary	p. 104
5 The Workbook Wizard: The Optional Steps	p. 105
The Text Area in Plus	p. 106
The Optional Steps of the Workbook Wizard	p. 107
Workbook Wizard Step 5: Creating a Sort Order (Tables Only)	p. 107
Workbook Wizard Step 6: Creating User-Defined Calculations	p. 122
Discoverer Plus Workbook Wizard Remaining Steps	p. 131
Creating User-Defined Percentages in the Plus Workbook Wizard	p. 132
Creating User-Defined Totals in the Plus Workbook Wizard	p. 141
Creating User-Defined Parameters in the Plus Workbook Wizard	p. 145
Editing the Sheet After the Query Has Run	p. 151
Summary	p. 154
Part II Editing the Query
6 Formatting the Output in Discoverer Desktop and Plus	p. 157
Giving Your Headings Meaningful Names (Desktop and Plus)	p. 158
Rearranging the Order of the Output	p. 160
Formatting Data	p. 163
Formatting Columns	p. 174
Deleting Columns from a Worksheet	p. 175
Formatting Totals	p. 180
Formatting Exceptions	p. 181
Adding a Title to Your Query	p. 182
Adding a Background Bitmap (Desktop Only)	p. 186
Summary	p. 187
7 Using Graphs to Present Data	p. 189
The Available Graph Styles	p. 191
The Discoverer Desktop Graph Window	p. 199
Creating a Graph in Desktop	p. 202
Graphing in Discoverer Plus	p. 207
Modifying a Graph in Plus	p. 218
Modifying a Graph in Desktop	p. 218
Summary	p. 226
8 Turning a Discoverer Query into a Report	p. 227
A Workflow for Building Reports	p. 228
Formatting the Report for Printing	p. 230
Page Setup	p. 234
The Sheet Tab in Desktop	p. 234
The Worksheet Tab in Plus	p. 235
Table and Crosstab Gridlines	p. 239
Inserting Page Breaks in Tables (Sorry, No Page Breaks in Crosstabs)	p. 243
Exporting Your Report to Another Application	p. 243
Summary	p. 244
9 Using Discoverer to Analyze Data	p. 245
What Is Analysis?	p. 246
Types of Analysis	p. 246
Fundamentals of Analysis	p. 255
An Analysis Workflow	p. 256
Core Examples Used in This Chapter	p. 257
Description of the Analysis Tools Available	p. 258
The Analysis Toolbar Buttons	p. 259
How to Build the Example Queries	p. 277
Overcoming the Manager Who Is Wary of Your Analysis	p. 287
Summary	p. 287
10 Business Intelligence Discoverer Viewer 10g Release 2 (10.1.2)	p. 289
Why Use Viewer?	p. 290
The Table or Crosstab Display Area	p. 303
Hyper-Drilling	p. 310
Graphs	p. 311
Setting Up User Preferences in Viewer	p. 314
Summary	p. 316
Part III Advanced Discover Techniques
11 Refining Items, Drilling, and Hyper-Drilling	p. 319
Refining Query Items	p. 320
Pivoting and Drilling	p. 335
Hyper-Drilling	p. 346
Summary	p. 352
12 Building Effective Conditions	p. 353
Adding Conditions	p. 354
The Basic Components of a Condition	p. 367
Editing an Existing Condition	p. 373
Using Advanced Conditions	p. 374
Removing Conditions	p. 396
Removing Columns Upon Which Conditions Are Based	p. 398
Summary	p. 399
13 Refining Parameters, Calculations, Sorting, and Percentages	p. 401
Refining Parameters	p. 402
Refining Calculations	p. 427
Refining the Sort Order	p. 449
Refining Percentages	p. 452
Summary	p. 455
14 Query Management	p. 457
The Discoverer Manager and the End User	p. 458
Sharing Workbooks with Other Users	p. 463
Workbook Manipulation	p. 470
Worksheet Manipulation	p. 472
Scheduling Workbooks	p. 478
Running Discoverer Desktop from the Command Line	p. 503
SQL Management	p. 509
E-Mailing Worksheets and Reports	p. 512
Summary	p. 515
15 User Preferences, the Toolbar, and the Discoverer Administrator	p. 517
Customizing User Preferences	p. 518
Desktop Options	p. 518
Plus Options	p. 530
The Toolbar	p. 535
The Discoverer Administrator	p. 539
Summary	p. 545
16 Introducing Discoverer OLAP	p. 547
OLAP Background	p. 548
Oracle Business Intelligence Discoverer Plus for OLAP	p. 549
About the Examples	p. 552
The Global Widgets Logical Dimensional Model	p. 552
Connecting to Discoverer Plus for OLAP	p. 557
Creating Your First OLAP Plus Workbook	p. 557
Exploring the Discoverer Plus for OLAP User Interface	p. 560
Using the Workbook Wizard to Create OLAP Workbooks	p. 563
Summary	p. 612
Part IV Using the Discoverer Administration Edition
17 Getting Started in the Administration Edition	p. 615
Key Definitions	p. 616
Sticky Features	p. 620
The Steps to a Successful Discoverer Implementation	p. 620
Source to Destination	p. 621
Creating the End User Layer	p. 623
Creating Your First Business Area	p. 632
Key Business Area Objects	p. 638
Checking a Business Area	p. 639
Summary	p. 649
18 Editing the Business Area	p. 651
Remaining Business Area Checks	p. 652
Enhancing Business Areas	p. 673
Summary	p. 702
19 Interacting with the End User	p. 703
Adding New Users	p. 704
Granting Access to Business Areas	p. 705
Granting User Edition Privileges	p. 708
Adding Meaningful Descriptions to Business Areas, Folders, and Data Items	p. 715
Adding New Items to Folders	p. 717
Creating New Folders	p. 722
Creating Joins Between Folders	p. 723
Creating Lists of Values	p. 723
Creating Alternative Sorts	p. 723
Creating New Items Based on Calculations	p. 723
Creating New Conditions	p. 724
Creating Drill Hierarchies	p. 727
Modifying an Item's Type	p. 728
Creating Summary Data	p. 729
Rearranging the Order of Folders in a Business Area	p. 729
Rearranging the Order of Items in a Folder	p. 729
Changing Refresh Cycles	p. 729
Allowing Scheduling of Workbooks	p. 730
Creation of New Functions	p. 737
Summary	p. 740
20 Configuring Discoverer	p. 741
Architecture	p. 742
Oracle HTTP Server (OHS)	p. 744
Oracle Containers for J2EE (OC4J)	p. 751
OEM Application Server Control	p. 755
Configuring Discoverer Using OEM	p. 756
Single Sign-On (SSO)	p. 774
OPMN (Oracle Process Management and Notification)	p. 777
Oracle Internet Directory (OID)	p. 780
Metadata Repository	p. 781
Discoverer Preferences	p. 784
Web Cache	p. 799
Summary	p. 808
21 Setting Up Portal for Use with Discoverer	p. 809
Using Portal	p. 810
Configuring the Discoverer Server	p. 811
Portal Administration	p. 812
Working with Portlets	p. 836
Summary	p. 843
22 Summary Management	p. 845
Background	p. 846
Summary Setup	p. 847
Materialized Views	p. 849
Managing Summary Tables	p. 849
Summary Combination Strategy	p. 874
Using Summary Tables with Oracle Applications	p. 875
End-User Options	p. 875
Summary	p. 876
Part V Appendixes
A Michael's Gold Mine of Answers to FAQs	p. 879
B SQL Functions	p. 927
Standards Used in the Listing	p. 928
Wildcards	p. 929
Folders in Discoverer	p. 929
Alphabetical Listing of Functions	p. 930
Time Zones	p. 970
Using Formats When Rounding Dates	p. 971
Date Format Masks	p. 972
Number Format Masks	p. 975
ASCII Character Set	p. 975
Analytic Functions	p. 977
Summary	p. 988
C Databases and Views	p. 989
Database Schemas	p. 990
Accessing Oracle Applications Using Discoverer	p. 993
Summary	p. 1001
D Tutorial Database	p. 1003
Entity-Relationship Diagram for the Global Widgets Sales Database	p. 1004
The Global Widgets Tables	p. 1005
Entity-Relationship Diagram for the Fan Trap	p. 1012
The Fan Trap Tables	p. 1012
Summary	p. 1014
Index	p. 1015

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