Discoverer

Administrator & Client

Objectives
After completing this session you should be able to:
• Define the components / key terminology's of Discoverer
• Create your own EULs.
• Define Business Areas, Folders, Items and Hierarchies
• Grant access for the Business area and folders
• Create workbooks in the User edition
• Schedule workbooks and Share them with other users
• Define the concepts related to Discoverer Web edition
Features Of Discoverer
• A simple reporting and querying tool
• Supports subject-area based Ad hoc querying
• Provides an easy-to-use menu and wizard driven GUI for analytical
reporting
• Supports Data warehousing features
Data Warehouse & OLTP Systems
Data warehouse: Online transaction processing
o Multiple subject-oriented (OLTP) systems:
o Integrated across subjects and o Process-oriented
entire enterprise o Current
o Time-variant o Volatile
o Nonvolatile o Predictable (regarding workload)
o Historical
An Integrated Environment For Business Intelligence

Seamless Interoperability/Migration
Operational Reports
data

Warehouse

Legacy Discoverer
data

Other data Express

Datawarehousing with Discoverer
Discoverer provides:
•Business areas
•Date hierarchies
•Summarized data
Discoverer 4.1 Components

Discoverer
Discoverer Discoverer
Administration
Plus (User edition) Viewer
Edition

End User Layer

Data warehouse, data mart,

or relational database
End User Layer (EUL)
• Stores metadata required by Discoverer
• Consists of database tables and views owned by a single user (the EUL
owner)
• Identifies EUL tables and view with an EUL prefix
• Is controlled and accessed by the data administrator
Steps to get started

C re a te a n e w E U L
A d m in is te r / M a n a g e
th e B u s in e s s A r e a

G r a n t s e le c t o n t h e
d e s ir e d ta b le s t o th e
EUL
G ra n t a c c e s s fo r th e
B u s in e s s A r e a t o t h e
C re a te a N e w En d u se rs
B u s in e s s A r e a u s in g
t h e A d m in e d it io n

C re a te w o rk b o o k s
u s in g t h e D is c o v e r e r
u s e r e d itio n
Discoverer Administration Edition
Key Terminology

• Business areas

• Folders

• Items

• Joins

• Data types
Role of the Data Administrator

End User Layer

Employees
Hierarchies
Joins

Data dictionary
emp_data
emp_code
view_mgr

Database
Data Administrator’s Role

1. Identify user requirements.

2. Design business areas.
3. Select tables to load into the business areas.
4. Define folders and items.
5. Control user access.
 Business Areas
• A logical group of folders that share a common business theme
• Can contain folders that are unrelated
• Can contain folders that represent the same table or view (one with a
different name)
• Can be assigned to either a user or a role
Folders
• Simple folders
• Created from the
bulk Load Wizard
• Represent a single
table or view
• Items map to table columns
• Complex folders
• Created in the work area
• Based on one or more
existing folders
• Items map to items in source
folders
Administering Business Areas
• Define item classes *
• Define joins
• Define calculated items
• Define complex folders and organize them into business areas
• Define custom folders
• Define summaries and hierarchies
Step-wise overview of Business Area Administration

Load business area*

Create item classes

Refine relational structure

Create joins
Create drills
Create calculated items

Create conditions Create summary tables

Create complex folders

Maintain the EUL

Edit formatting properties

Grant access*
* Mandatory
End Administration Edition
Discoverer User Edition
Key Terminology
Workbooks and worksheets
Drill down/Up
Joins
Calculations
Data types
Rows
Queries
Creating a Query and Viewing Output

Wizard Results Window

• Choose output type
• Select business area • Change page axis
• Select folders • Remove items
• Add and remove items • Move and resize items

• Apply Totals
• Add Parameters
• Add conditions
• Apply Exceptions
Report Templates
Top Side
axis Table axis Crosstab
Empno Ename Job Hiredate Q1 Q2 Q3 Q4
1234 Jones Clerk 01-Jan-95 East 321 354 319 314

1235 Smith Clerk 01-Jan-95 North 402 508 249 322

1236 Little Clerk 01-Jan-95 South 123 150 119 349

1237 Clark Clerk 01-Aug-95 West 325 458 459 370

Page
axis Page-detail table Page-detail crosstab
Q3 Q3

Q2 Q2

Q1 Q1

Empno Ename Job Hiredate Mar Apr May

1234 Jones Clerk 01-Jan-95 CA 42 45 42

1235 Smith Clerk 01-Jan-95 OR 31 31 32

1236 Little Clerk 01-Jan-95 WA 31 33 34

Page, Top, and Side Axes

Page axis Department: Video Sale

Top axis Q1 Q2 Q3 Q4

East 321 354 319 314

North 402 508 249 322

South 123 150 119 349

West 325 458 459 370

Side axis
Selecting a Report Template
Selecting Items
Including Items in a Query

Business area

Folder
Axis item

Data-point item

Aggregate item

Calculation
Condition
Customizing the Worksheet Layout

Crosstab

Table
Customizing the Worksheet Layout

Order row and page items

Enable and disable the page-detail layout
The Results Window

Menu bar

Toolbars

Worksheet

Status bar
Customizing the Layout in the Results Window –The Edit Sheet
Option

Remove an item
Modify the query to add or remove items
Pivoting the Axis of an Item

1. Pivot items between the top and the side axes.

2. Drag items to the page axis and drag page axis items to the top or
side axis.

Q1
2 2
March April May
1
CA 420 450 467

OR 430 410 405

NY 480 424 490

Worksheet Features
Report Options
• Totals
• Percentages
• Calculations
• Graphs
• Sorting
Exception Reporting
• Based on conditions (exceptions) color/formatting can be changed
Totals and Sub-totals

The Totals
Dialog Box
Creating Totals in the Total Dialog Box

5
Creating Percentages

4
Percentages in the Results Window
Creating a Calculation

Example:
Creating a Simple Calculation from the Toolbar

4
Operating on Two Items Example
Building Complex Calculations

Example:
Available Functions

Functions Examples
Function
Analytic s RANK calculates ranks of items in a group.
Conversion TO_NUMBER converts a character
value to a number.
Date ADD_MONTHS adds months to a date.
Group SUM adds two items or values.
Numeric ABS calculates the absolute value
of a number.
Other DECODE compares an expression to
a search criterion and returns a value.
String CONCAT links two strings of characters.
Using Calculations in Conditions
Passing a Parameter to a Calculation
Sorting Output

Department Year Profit SUM Sales SUM

Beverage 1998 $2665 $3372

Beverage 1999 $2528 $3225
Beverage 2000 $1135 $1521
Snacks 2000 $808 $1428
Snacks 1999 $1145 $2055
Video Sale 1999 $330555 $478837
Video Sale 1998 $232738 $338622
The Sort Table

1 2
Group Sort Output

Region State Category Sales

East Maryland Comedy $1243

New York Science Fiction $3354
Western $35543
Comedy $443
Science Fiction $3345
Western $2234
West California Comedy $34345
Science Fiction $33422
Creating a Group Sort Output
A Group Sort Example on a Table
A Group Sort Example on a Crosstab
Conditions with Calculations

Example: Display all rows in your query where

Profit SUM is greater than 60% of Sales SUM

Profit
Profit SUM
SUM >> Sales
Sales SUM
SUM ** 0.6
0.6
Scheduling Reports in the User Edition

Launch Discoverer.

Open daily sales report.

Generate new quarterly report (predicted to run 40 minutes).

Schedule report during lunch.

Shut down computer and go to lunch.

Modify quarterly report. Remove draft reports.

Schedule quarterly and year-to-date reports to run overnight.

Data Drilling
Types of Drilling
• Drill up or down through data
• Drill to a related item
• Drill to detail
• Drill to an external application
Displaying the Drill Dialog Box
Drilling Down for Detailed Information

Expand Replace
Examples of Drilling in a Table

Expand Replace
Drilling Up for Summarized Information
Drilling to a Related Item

Expand Replace
End User Edition
Discoverer Plus
Components (3 - tier Architecture)
Server Tier
• Contains Database with EUL
Middle tier
• HTTP Listener
• Collector Session
Client tier
• Web based
• Jinitiator (JRE) required on PC
Rapid Deployment

Discoverer 4.1 Discoverer 4i

Viewer
Plus Browser
Browser
User Edition
Discoverer
User Edition
Java Applet
Plus

Viewer Servlet

Discoverer Application
Admin Edition End User Server
Layer
Starting Discoverer 4i Plus

Windows

Web
Connecting to Discoverer

Windows

Web
Viewing a Workbook

Windows
Web