Discoverer Versions

------------------
10G,11G
Discoverer editions
-------------------------
Discoverer Administrator
Discoverer Desktop edition
Discoverer plus
Discoverer viewer
In the above plus and viewer are webbased edition.
desktop and admin edition are client based tools.
1)tnsnames entry
----------------
eg :

VIS.ORA.COM =
(DESCRIPTION =
(ADDRESS_LIST =
(ADDRESS = (PROTOCOL = TCP)(HOST = apps.ora.com)
(PORT = 1521))
)
(CONNECT_DATA =
(SERVICE_NAME = vis)
)
)
for every instance we will have one seprate tns names entry
in the tnsnames.ora file .
we need to keep in network/admin folder in the discoverer
home.
eg : path :
D:\discoverer\network\admin

-- for every instance tns entry is same ..only host name,

por number and service name /sid will vary.
inplace of host name we can see server ip address also some
times.

2) dbc file..
------------
dbc stands for data base connection.
for every instance we will have seperate dbc files.
here instances are like .
dev
test
prod
UAT-- user acceptance test.
pfix-- production fix.
vis-- vision instacne or vanilla instance.
BETA--to implement new features.
conv-- conversion (to move historical data)
training -- to provide the training to end users.
after every cloning the dbc files will change.we need to
download fresh .dbc file related to any instance..and keep
into secure folder.set the environment variable initially.
we usually download the dbc files from unix box/server.
by using any one of the FTP(file transfer protocol).
eg : putty,ssh file secure transfer,core ftp,toad,file zillah.
3) eul settings
----------------
oracle discovere administrator->tools-->
options-->choose the option
connect to both standard and appliation eul's
gateway userid/password-- APPLSYSPUB/PUB
foundation name : APPS

Discoverer Administrator
------------------------

It is one of the edition in discoverer which is used to hide the complexity of database from the
business users so that they can have business solutions quickly and accurately.
here we can setup end user layer(EUL Setup) .under which we can maintain multiple business
areas under every business area we can maintain multiple folders.

End user layer

-----------------
it is an intermediatery layer between oracle database and discoverer .to work with disocverer
one EUL is mandotory.At very starting point of time ,while entering into discoverer admin edition
it will ask you to create EUL The message like below.
"you do not have access to any end user layer (EUL).You must create at least one eul to which
you have access to use discovere.
do you want to create eul now ?"
we can create multiple eul's from tools->eul manager.
note: do not delete the eul in your local machine.
if you delete it..you need to change dump again.
we can maintain multiple business area's under any eul

Business area
---------------
to categorize the different module reports at one place.
we can maintain multiple business area's.
steps to create business area
---------------------------
go to insert business area from database
-->select user as apps-->give any view under load user object
that match if any.
pa_tasks%
click on next -->expand the user-->select your view-->move
into selected area.-->2 times next-->provide business area

name.
finally click on finish.
to rename business are use the following options.

f2 or double click on name.

or select the business area.right click .properties..
change the name.
note :
we should not give any spaces on the identifier.

to delete the business area ,right click .delete business

area
.check the check box of delete the business area.
to check the dependency of the folders being used in other
reports we can use the impact button.
to open the existing business area.
go to file -->open-->select ba-->click on ok.
under business area .we can maintain folders like simple,
complex,custom folders.

creation of simple folder

-------------------
select the business area -->right click -->new folder
from database-->next -->select custom user (in the lab
selct apps ser)-->enter your view name
HBO_PA_DET%
next-->expand user
move your view to selected area
finish
while using simple flder best approach is crate a view
on top of select statment in the custom schema.
create synonym
and provide grant access to apps schema.
custom folder
--------------
for one time reporting (adhoc).we can use this custom folder
select the business area -->new custom folder-
-->enter your selecte statemnt-->provide the name-->ok
the difference between simple and complex folder is sql
symbol.
complex folder
------------------

folder management
move folder

copy folder

security

Hierarchies
-----------
discoverer will have only two types of hierarchies.
date hierarchy,item hierarchy

discovere will divide the date field into the below format
.
year,quarter,month,day

these hiererchies are helpful in filtering the data

by yeare wise and qurter wise..etc.

we can achieve through simple folder only.

custom folder will not be able to generate the hierarchies.

to achieve through custom folder we can use extract

function to derive quarter,year,date,week etc.
or else we can use to_date and to_char functions.

item class
-----------
we can display the list of values to the parameters
we can create item clause in discoverer admin edition.

select the folder-->expand it -->select the item -->right

click-->new item clause-->next-->next
provide the item clasue name
ok
best way to create item clause.
-----------------------
whenever the list of values are not retreiving we can
approach this method.
if we click on lov..it will give the error message like below.

from the desktop edition.

"can not retreive a list of values from this item,

becuase the query has timed out.to change the time out
value .select options under tools menu,then use the query
governor tab.
"
Note : if we change the time also..no accurate result.
other way is .create one seperate folder based on the
distincted values.create item clause on top of it.
go to original folder-->select the column-->right click
-->properties-->attach the item clause.

Desktop edition
--------------
In the desktop edition we can create workbooks and
we can do the following things.

share
save
can maintain multiple work sheets
scheduling
format exception
export
parameters,conditions,
we can apply same parameters to multiple tabs
we can change properties in query governors.

1)creation of discoverer workbook

------------------------------
login to discoverer desktop edition
enter user name passwords. as apps/apps@vis
 click on create a new workbook.
click on any style.
next
select your business area.
choose the folder and move it to selected area.
click on finsh.
go to file -->save->select the database click on save
provide the workbook name without extension.
extension is DIS
click on save.
2) share the workbooks
----------------------
go to file-->manage workbooks-->sharing-->select available
users or responsibilities.
move it to shared area.
click on ok.
3) multiple worksheets in the same workbook
-------------------------------------------
we can include multiple worksheets in the same workbook.
these worksheets may be created on same folders from same
business area or other business area or other folder from
other business area or same business area.
to create new sheet in the same workbook.go to sheet-->new

sheet.

after creation of worksheet.to modify any thing .go to

sheet-->edit sheet .
4) scheduling
----------------
when ever the report is taking much time to execute.we
can use this options.
file -->schedule-->
select the required worksheets & mention time and date
and frequency.
we can mange the scheduling by using scheduling manager.
file-->manage workbooks-->scheduling managers.
5) format exception
-----------------------
with the format exception feature we can highlight
with the color based on condition.
select the particular column->right click-->format exception
click on new-->select the column name
condition-->choose the color -->click on ok
6) export the results
----------------------
we can export the entire output into excel sheet by using
X symbol in the tool bar.
but with this we can export the result from only one

worksheet.
to export all the worksheet from the workbook.
go to file -->export.-->choose the number of worksheets-->
ok
7) parameters

----------------
to create new parameters ,go to tools-->parameters.->click on
new

provide name,prompt ,description,

after creation of the parameters,we need to change the
condition if we are using range of parameters.
go to tools->conditions
use >=from value
<= to value
or else use between & operator.
*we can apply same parameters to multiple tabs/worksheets
with out crating into other sheets.
simply we need to create the conditions based on the same
parameter set.
steps
--------
tools-->parameters ,crate parameter in one tab.
go to sheet-->new -->add one more worksheet.
create new conditions ,while creating condition.select
the parameter option
first condition >= parameter1
second condition <= parameter 2

click on save
now ,pass the one parameter range to the first tab/sheet.
it will give the result.secondly click on other tab.it would
not ask any parameters.it will run based on the first parameter
combination.
8) item clause
--------
discussed already in admin edition.
9)group sort
-------------
 to avoid the repetetion values in particulat column,
we can use this feature.we can disply only single time.
slect the column name _>right click-->group sort
10)sub total.
-------
go to tools->totals-->check the check box of
sub total at each change in,
select the column-->change the lable to subtotal.
here you can insert item name also.to change dynamic title.
ok->ok
11)grand total
----------
go to tools->total-->click on new-->select the radio button.
grandtotal at the bottom.
ok->ok
12)number format
-------------
to apply the number format we can use this feature.
for every amount field we need to apply the number format.
select the amount column ->right click-->format dates.->number
tab.
click on decimal place take.2.
check the check box of 1000 seperator.
line :
------
after applying group sort we need to disply one underline
for every grouped result.
13) sql inspector
-----------------
in modifying the workbook ,we need to find out the view name
underlying folders.
we need to follow the below steps
---------------------------
run the workbook-->sheet-->edit sheet-->copy the business area.
copy the folder->go to disocverer admin edition-->open business
area-->select the folder-->right click-->properties-->
copy identifier-->go to database-->find the script of it.
-->modify
we can avoid all the steps above.
go to view from desktop edition-->sql inspector in the
desktop edition.
we can find view name in the from clause.
14)creation of workbook by using page detail
--------------------------------------------
to see the grouped result without passing the parameter,
we can use this approach.
click on new workbook-->select the business area.-->
select the columns-->finish.
drag and drop the required columns into page item section.
it is also useful to compare to tabular style.
15) creation of workbook by using cross tab
--------------------------------------
it is also called as drill-down approach
with this feature we can see the hierarchial representation
of data.
we can call this approach as drill-down approach.
click on new workbook-->select the cross tab-->choose
business area and its folder
select the column names-->finish.
drag and drop all the columns at the left hand side other
than data points.
to hide the column names from the output,we can use the collapse
feature.right click on the column name,collapse.
--to introduce the column name again ,we can use the drill feature.
select the column name-->drill-->drill to related item-->
select the column name -->click on ok
16)creation of workbook by using cross tab and page detail
-------------
it is just a combination of cross tab and page detail.

17) discoverer report migration from one instance to

other instance
-------------------------------------------------------
or one version to other version
----------------------------------
to move the report we can use file ->export and file
-->import from admin edition.
go to administrtion edition -->open the business area
-->file--.export
select and objects in the end user layer->next
select the foler name ,first move it to selected area
again click on lov-->seelc the item clause--> move
again click on lvo-->select the work book name -->move it
to selected area.
click on next -->provide the name -->finish.
save the log file for future verification purpose.
the extension is .eex.
go to other intance
administrator edition -->file-->import
click on add -->choose the file -->next -->next
start
after importing the foler we need to allocate to one bhusiness

area
by using tools-->folder management .
in the same way work book also we need to share it to one

particular user responsibility from desktop/plus edition.

delete form eul5_documents
where doc_name='HBO keymembers report'

18) Discoverer queries

------------------
while upgrading reports the below queries needed
1.list out the custom reports
2.list out the seeded and custom reports
3)display the custom reports and disply the count
how many times it has accessed the user
4) display the report and its reaponsibilities with which it
has shared
check your email for coding
in this coding part there are two functions ,first compile
the functions and execute the select statements.
19)query governor
---------------------
we can access the query governot in the desktop edition.
go to tools-->options-->query governor
limit retrieved data to
---------------------------
we can set the limitation of rows in fetching.
retrieve data incrementally in group of
------------------------------------
inititally it will disply 100 records,after that we need to
click on "click to retrieve next 100 records"

to avoid this limitation change the value in the query

governor.
tools-->options-->query governor-->retrieve data incrementally
in groups of
cancel value retreival after
-------------------------
when ever we can click on any lov ,we will face this issue.
"timed out".complte issue noted down at item clause concept.
if the lov is not responding set the value to .
1 minute or 2 minute in cancel value retrival after.
19) create wroksheet with similar properties
--------------------------------------------
some times we need to maintain multiple sheets with
the same parameters and conditions and calculations .but
number of columns may be differnt

at that time to save time ,we can use

sheet-->duplicate as sheet in the desktop edition.
20) regisration of functions
---------------------------
to use our own functions in to discoverer in doing the
calculations we can use this feature.
go to admin edition ->tools-->register plsql functions.
21)deployment of discoverer report into oracle applications
------------------------------------------------------------
flow
-------
report
||
function
||
menu
||
responsibility
||
user
* copy the identifier of the workbook from the desktop
edition.
go to file -->manage workbooks
-->properties
* go to application developer or system administrator
application -->function
provide the following details.
function name
user defined function name
properties-- select the type as ssw plsql function for viewer,
sswa jsp function for plus
form tab -- under the parameters ,enter workbook identifier
name
webhtml -- oracleOASIS.RunDiscoverer -- it is case sensitive
save
* copy the user defined function name
* go to application-->menu
query with the menu under user defined name,click on
sequence number.
control+down arrow. to crate new record
enter the sequence number,prompt as heading ,its mandotory
otherwise you can not see the report.attach the function.
(to find out the menu name,
go to security ->responsibility-->define
query with responsiblity (to query ,first press f11,enter the

responsbility,control+f11
copy menu )
* swith responsbility to your responsilibity you can find
the report.
submenu
------
to inlcude the group of reports .we can use this feature.
application developer-->application-->menu -->attach
the functions here.
finally attach this menu to main menu.