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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 2 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 3 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 4 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 6 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 7 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 10 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 11 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 12 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 13 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 14 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 15