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Oracle 9i
Discoverer Desktop
9.0.2.0.0
Version 1.1
March 2005
Workshop 1: Managing Workbooks
Information Resources
Rowan University
201 Mullica Hill Road
Glassboro, NJ 08028-1701
http://www.rowan.edu/ir/
New in this edition
March 2005, Version 1.1
Topic
Page
Description
Macintosh
3
Discoverer Desktop is not available for Macintosh users. Please
access Discoverer Plus at http://admin4.rowan.edu:7780/discoverer/
plus
Connect to Database (Macintosh)
6
Go to http://admin4.rowan.edu:7780/discoverer/plus
Share Workbook
9
You must first save a workbook before sharing options are available.
9
Select ROLE_BusinessArea to share a workbook with all users
within your business area.
12
A workbook must have at least one worksheet. If you only have one
worksheet you must either delete the workbook or create a new
worksheet and delete the unwanted worksheet.
Delete Worksheet
© Copyright 2005, Rowan University, all rights reserved.
Oracle Discoverer is a registered trademark of Oracle Corporation. Other brand and product
names are trademarks or registered trademarks of their respective companies.
Oracle 9i Discoverer Desktop
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Learning Objectives
Table of Contents
At the end of this workshop you should
be able to do the following:
Overview………………………………... 4
•
Open an existing workbook
Connect to Database (PC) …………… 5
•
Create a new workbook and add
a new worksheet
Connect to Database (Mac) ………….. 6
•
Save a workbook
•
Share a workbook
•
Export data
•
Use help features
Open Existing Workbook ……………. 7
Create New Workbook ……………….. 8
Manage Workbook ……………………. 9
Manage Worksheet …………………… 11
Export …………………………………... 13
Print …………………………………….. 14
Help ……………………………………... 15
System Requirements
Personal Computer
Pentium III, 500 MHz or higher
Microsoft Windows 98 or higher
128 MB RAM
Explorer 5.1 or Netscape 7.02 or higher
Macintosh
Discoverer Desktop is not available for
Macintosh users. Please access Discoverer
Plus at http://admin4.rowan.edu:7780/
discoverer/plus
OSX (OS 10)
Explorer 5.1 or Netscape 7.02 or higher
Oracle 9i Discoverer Desktop
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Overview
Oracle 9i Discoverer is a tool which allows
users to query an Oracle database. It is
an ad-hoc query, reporting, analysis, and
Web publishing tool. It can be used for a
variety of tasks including data exporting,
sorting and grouping data, creating charts
and graphs, and printing reports.
Discoverer workbooks can be saved and
shared with others.
Key Terms
Business Area
Set of folders containing information with
a common business purpose.
Folder
Group of related information within a
business area (typically a table or view).
Item
Specific type of information within a
folder. Axis Item—corresponds to a
column in a table. Measure Item—axis
item that represents numeric data.
Query
To search for information. A saved search
which extracts information from multiple
tables. Each query is stored in a separate
worksheet.
View
Data the user has access to which is set up
by the Discoverer administrator. The
Banner schema, describing views, is
available at http://banner.rowan.edu/
banner-schema/
Workbook
A related group of worksheets that are
related to each other. Holds one or more
queries.
Worksheet
A document that stores the results of a
query.
Oracle 9i Discoverer Desktop
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Connect to Database (Personal Computer)
1. Open Oracle Discoverer Desktop.
Macintosh users see next page.
2. Complete login and select Connect
(Figure A).
Figure A Connect to database.
Oracle 9i Discoverer Desktop
The Username and Password are the
same as your Internet Native Banner
login. Enter the database name
provided to you by the Discoverer
administrator.
5
Connect to Database (Macintosh)
Discoverer Desktop is not available for
Macintosh users. Please use Discoverer
Plus. The instructions throughout this
workbook are also applicable to Discoverer
Plus.
1. Open web browser.
2. Go to http://admin4.rowan.edu:7780/
discoverer/plus
Figure B Select connection.
3. Select connection (Figure B).
If no connection is available, choose
Create Connection, complete the connection details (Figure C), and select
Apply.
4.
Enter password and select Connect.
Figure C Create connection, if applicable.
Oracle 9i Discoverer Desktop
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Open Existing Workbook
1. Select Open an existing workbook
(Figure D).
2. Select where to retrieve the workbook.
Recommend workbooks saved to
Database.
3. Choose workbook to open and select
OK.
Figure D Open existing workbook. Select
where to retrieve workbook.
4. If opening a shared workbook,
Workbook in Other Database
Account window appears (Figure E).
Select appropriate option to open and
choose OK.
5. Choose Yes to run the query when
opening workbook. Choose No to open
a blank workbook (Figure F).
Figure E When opening shared workbook
select option to continue.
To always run query automatically
when opening workbook, select
Options from Tools menu, choose the
General tab, select Run Query Automatically, and choose OK.
Figure F Choose Yes to run query. Choose
No to open blank workbook.
Oracle 9i Discoverer Desktop
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Create New Workbook
Create New Workbook
1. Select Create a new workbook
You can only have one workbook open
at a time in the window. If a workbook
is already open select New from File
menu. Multiple windows can be open
simultaneously.
2. Choose how you want the data
displayed (Figure G). Select Next to
continue.
Figure G Select how you want data displayed.
3. Select folder and/or individual fields to
include in worksheet query
(Figure H). Select Finish.
You can only select data from the business area and folders that you have
been granted access to. If you need
access to additional data please contact
the Discoverer administrator.
Joins, or links, to folders and
fields within folders are set by the
Discoverer administrator. The folder
or field name will turn grey if you can
not select it. If you wish to join folders
contact the Discoverer administrator.
PAGE-DETAIL
TABLE
TABLE
Figure H Select fields for worksheet query.
Region Sales
Year
Region: East
East
$25,000
2004
Sales
Year
Region State
West
$50,000
2004
$25,000
2002
East
North
$40,000
2004
$26,000
2003
$25,00
2004
Oracle 9i Discoverer Desktop
PAGE-DETAIL
CROSSTAB
CROSSTAB
Sales
Region: East
Sales
2003
2004
NJ
$9,000
$7,000
State 2003
2004
East
PA
$7,500
$8,000
NJ
$9,000
$7,000
West
CA
$8,000
$8,000
NY
$10,000 $11,000
North
MI
$7,000
$8,500
PA
$7,500
$8,000
8
Manage Workbook
Save Workbook
1. Select Save from File menu
(Figure I).
Figure I Save workbook.
Only query definitions and formatting
are saved, not the query results. Each
time you open the workbook the query
will run to collect the most recent data.
2. Select where to save the workbook
(Figure J). Recommend all workbooks
saved to Database.
3. Enter workbook name and select Save.
Share Workbook
1. Select Manage Workbooks from File
menu.
Figure J Save to Database.
2. Select Sharing from Manage
Workbooks submenu. You must first
save a workbook before sharing options
are available.
3. Select the workbook name from the
drop down selection, choose the users
you want to share your workbook with
by selecting Add (Figure K).
4. Choose OK to share.
The users you select to share your
workbook must also have access to the
data fields granted by the Discoverer
administrator.
Figure K Share workbook.
Oracle 9i Discoverer Desktop
Select ROLE_BusinessArea to
share a workbook with all users
within your business area.
9
Manage Workbook
Delete Workbook
1. Select Manage Workbooks from File
menu.
2. Select Delete from Manage Workbooks
submenu.
3. Select workbook and choose Delete
(Figure L).
The workbook remains open on the
screen until the program is closed or
another workbook is opened. If you
chose not to delete the workbook, select
Save from the file menu before closing.
Figure L Delete workbook.
Only the workbook owner can
delete a workbook.
Oracle 9i Discoverer Desktop
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Manage Worksheet
Add New Worksheet to
Existing Workbook
1. Select New Sheet from Sheet menu
(Figure M).
2. Choose how you want the data
displayed (Figure N). Select Next to
continue.
Figure M Add new worksheet.
3. Select folder and/or individual fields to
include in worksheet query
(Figure O). Select Finish to run
query.
Figure N Select how you want data displayed.
Figure O Select fields for worksheet query.
Oracle 9i Discoverer Desktop
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Manage Worksheet
Rename Worksheet
1. Select worksheet tab (Figure P).
2. Select Rename Sheet from Sheet
menu or double-click on worksheet tab.
Figure P Select worksheet.
3. Enter worksheet name and select OK
(Figure Q).
Move Worksheet
1. Click and hold worksheet tab
(Figure P).
Figure Q Enter worksheet name.
2. While holding, drag worksheet tab to
desired location and release hold.
Delete Worksheet
1. Select worksheet tab (Figure P).
2. Select Delete Sheet from Sheet menu
(Figure R) or right-click on worksheet
tab and select Delete Sheet.
Figure R Delete worksheet.
3. Choose Yes to delete worksheet.
A workbook must have at least
one worksheet. If you only have
one worksheet you must either delete
the workbook or create a new worksheet and delete the unwanted
worksheet.
Oracle 9i Discoverer Desktop
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Export
Export Data
1. Select Export from File menu
(Figure S).
2. Select what data you wish to export
such as current sheet, all sheets, or a
selection (Figure T).
To export selected data you must
first select it before beginning.
Figure S Select export.
3. Choose the export format (Figure T).
Select Microsoft Excel Workbook
(.xls) when exporting all sheets.
The exported data will then be organized by corresponding sheet.
4. Select Browse to save file to your H:
drive, 'Nwuser7\Home7\Employees',
(Figure T) and select Finish.
Figure T Export data.
WARNING: If you do not select a
location to save, it will default to your
C: drive which is not backed up!
Once the data is exported it is no
longer linked to the database and will
not refresh when changes are made.
Oracle 9i Discoverer Desktop
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Print
Print Worksheet
1. Select Print from File menu.
2. Choose to print selected sheet or all
sheets (Figure U).
3. Indicate print rage.
4. Note number of copies to print.
Figure U Print worksheet.
5. Select OK.
Oracle 9i Discoverer Desktop
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Help
1. Select Help Topics from Help menu.
2. Enter key word to search (Figure V).
3. Select a matching word, if applicable.
4. Click on a specific topic and choose
Display.
Figure V Get Help.
Oracle 9i Discoverer Desktop
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