1. 1 Introduction to OracleBI Discoverer

2. 2 Beginning Note: Just as any windows based application there are always many different ways to accomplish the same tasks. (Copy, Paste, Save, etc…) Discoverer is no different. This will point out several ways to do the different tasks but it would be too time consuming to cover each and every one.

3. 3 With that being said….. This will attempt to give you, the “end-user”, an idea of some of the features and functionality of the OracleBI Discoverer product. You will see enough of the basic things to enable you to start using the product after viewing this introduction.

4. 4 What we are going to do…. Discoverer – What is it? Why use it… Go over Concepts & Key Terminology of the Discoverer product. Build several queries utilizing some different features of Discoverer. Go over additional features of Discoverer.

5. 5 Why use Discoverer To do ad-hoc queries in lieu of running or looking through reports: –What was the score of an establishment the last time it was inspected? –How many active food service establishments? –How many push cart permits issued last quarter?

6. 6 Key Terminology EUL (End-User Layer) –Interface between the “end-user” and the database –Contains business areas, folders, items, etc… Business Area –Set of related information with a common purpose (Environmental)

7. 7 Key Terminology (cont.) Folders –Store details about groups of related information (Establishments, Inspections, etc.) –Usually relates to a database table or view Items –Folders contain items (for example the “Inspections” folder might contain State ID, Premise name, Score, etc.) –Usually relates to a column in a database table

8. 8 Key Terminology (cont.) Workbook –Can contain one or more worksheets –Somewhat similar to the Excel workbook –Stored on the database Worksheet –Contains 1 SQL statement (query) –Shows the results of the query

9. 9 END USERS (Workbooks & Worksheets) End User Layer (EUL) (Business areas,Folders,Items etc…) Administrator CDP-DataMart (Oracle 9i database) ORACLE DISCOVERER OVERVIEW END USERS (Workbooks & Worksheets) Administrator End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator CDP-DataMart (Oracle 9i database) End User Layer (EUL) (Business areas,Folders,Items etc…) END USERS (Workbooks & Worksheets) Administrator

10. 10 The queries we will build will be based on the IHS Environmental business area. It is important to understand the CONCEPTS of how we are using Discoverer as opposed to the system or business area we are using.

11. 11 QUERY #1 We will: –Connect & Sign on to Discoverer 10gPlus –Create A New Workbook –Build A Simple “Table” Query –Apply Some “User Defined” Conditions –Run The Query –Format Column Data And Headings –Add A Sort –Edit “User Defined” Conditions –Re-run The Query –Rename The Worksheet –Close And Save The Workbook

12. 12 Connecting to Discoverer 10gPlus Start Internet Explorer. Type in the following URL: –http://discoverer.cdpehs.com/ After typing in the Discoverer URL you should be brought to the Login page.

13. 13

14. 14 Enter User Name Enter Password Enter Database Enter End User Layer… Then click “Go”

15. 15 You may get a “Security Information” pop-up. Click “Yes” to display the items.

16. 16 The Workbook Wizard A series of 5 steps that assists/prompts you in creating an end result. Once you become familiar with building queries you do not have to go thru all 5 steps. You can always get to any of the wizard at a later time to “edit” the query.

17. 17 Create/Open Workbook Workbook Step #1 allows you to : Open an existing workbook Or Create an new workbook

18. 18 Click on “Create a new workbook”. We will open an existing workbook later in this session.

19. 19 Uncheck “Title”, “Graph”, and “Text Area”. Leave the default “Table” selected and click “Next”.

20. 20 The Selection Process Workbook Step #2 allows you to: Select “Business Area”, “Folders” from the business area, and “Items” from the folders. Create conditions, calculations, percentages, and totals, edit & enable/disable.

21. 21 Business Area Select the business area that contains the information (tables) that you want to use (Environmental). You will only see the business areas you are authorized to see. You will only see the data that belongs to you.

22. 22

23. 23 Select the Folder(s) Select the folder(s) that contain the items that you want to use in your worksheet (query). Clicking the (+) sign to the left of the folder will expand the folder to show all items contained within the folder.

24. 24 Select the “Establishments” Folder. Click the (+) sign to the left of “Establishments” to see the “Items”.

25. 25 Selecting Items Scroll down the list of items. To Select an item: Click on the item (word) to highlight it. Click the (>) sign in between the 2 panes. You will see the selected item displayed in the right pane.

26. 26 Let’s select the Est Number Premise Name Establishment Type Primary Phone

27. 27 Click on the item – then click the (>) arrow.

28. 28 Until your screen looks like this…

29. 29 To de-select an item Click on the item in the right pane to highlight it. Click the (<) sign in between the 2 panes. The item will no longer be displayed in the right pane.

30. 30 Once you have selected the items – Click the “Conditions” tab.

31. 31 Click “New” and “New Condition” from the drop-down menu.

32. 32 Naming the condition

33. 33 Conditions (tip) It is a good idea to assign a meaningful name to the condition if: You are going to have multiple worksheets in a workbook. You are going to save and reuse this workbook. You are going to share the workbook with other users.

34. 34 We will allow to Generate name automatically. Click the “arrow” under Item to select the item. You will see that the 4 items we selected under on the “Items” tab.

35. 35 If you select “More Items” you will see ALL the items that are in the folder(s) you are working with (Establishments)… click “Cancel”.

36. 36 The list of items…. You do not have to select the item in the query in order to use that item in a condition But You have to at least select one item from the folder that contains it.

37. 37 Scroll down to and click “Establishment Type”.

38. 38 Notice that the item “Establishment Type” now has the folder’s name in front of it.

39. 39 Arrow down the Condition column and select the conditional expression “=“.

40. 40 Manually enter 48 in the “Values” column to select only Bars – Click “OK”.

41. 41 Condition Tab

42. 42 Conditions (tip) Text values and dates are enclosed in single quotes. Multiple values are separated by a comma. Date format is “dd-mon-ccyy” –(ie; ’28-FEB-2008’)

43. 43 The NEW tab offers options for calculations, percentages, and totals. We see those later.

44. 44 Click Next

45. 45 Table Layout Workbook Step #3 allows you to re- arrange the order the items appear on the worksheet. To re-arrange the items: Click on the column name and drag the column to the left or right until it is in the desired order.

46. 46 Click and drag the column names to the desired locations… then click “Next”.

47. 47 Workbook Step 4 allows you to sort the worksheet by the data points. We will sort the worksheet later in the session… click “Next”.

48. 48 Workbook Step #5 allows you to add a parameter to the worksheet. This can supply values to a conditional statement. We will add a parameter to the worksheet later in the session. Since this is the last step of the Wizard… let’s run the query. Click “Finish”.

49. 49 You should see the “query progress” bar informing you of the status of the query.

50. 50 And you should see something like this…….

51. 51 If you scroll to the bottom of the report, you will notice “click here to retrieve the next 250 rows”.

52. 52 Let’s format the columns

53. 53 Right click on the column of data you want to edit.

54. 54 Format Data – allows you to edit the data in that column.

55. 55 Format Heading – allows you to edit the column heading.

56. 56 Edit Heading – allows you to change the heading over the column.

57. 57 Worksheet Properties – allows you to change the view of the worksheet.

58. 58 Let’s add a sort sequence. Click “Tools” then click “Sort”.

59. 59 Click the “Add” button to the right then select “Premise Name” from the drop down Column. Click “OK”.

60. 60 The Premise Name (establishment name) should be in alphabetical sequence (numbers and special characters will appear first).

61. 61 Let’s disable the Establishment Type condition. Click on “Tools” then click on “Conditions”.

62. 62 To disable the Establishment Type condition, click on the “Establishment Type= 48” condition in the “Selected” window and click the (<) arrow.

63. 63 This will move the condition back to the left (and the checkmark indicating that the condition is enabled will disappear). Click “OK”.

64. 64 Now the query will show all Establishment Types.

65. 65 Let’s edit the Est Type condition. Click on “Tools” and “Conditions”.

66. 66 Highlight the “Establishment Type= 48’” condition by clicking on it and click “Edit”.

67. 67 Change the Value from 48 to 47 and click “OK”.

68. 68 Are we ready to run the query?

69. 69 No. We need to enable the condition. Click on “Establishment Type= 47” condition and click the (>) arrow to move the condition to the “Selected” window and enable it.

70. 70 The condition is now enabled. Notice the check mark next to the condition now. Click OK.

71. 71 Now you will only see Café/Restaurant Establishments.

72. 72 Let’s rename the worksheet. Click on “Edit” and “Rename Worksheet”.

73. 73 Change the name from “Sheet 1” to “Restaurants” and click “OK”.

74. 74 Now the worksheet’s name has been changed.

75. 75 Let’s save the workbook. Click on “File” and “Save”.

76. 76 Enter “Training Query 1” as the new name and click “Save”. Since multiple users are using the same signons, put your initials into your workbook name.

77. 77 Let’s close the workbook. Click on “File” and “Close”.

78. 78 What we will do next Open an existing workbook. Add more items to the worksheet. Add more conditions to the worksheet. Run the query.

79. 79 Let’s open an existing workbook. Click on “File” and “Open”.

80. 80 Select “Training Query 1” by clicking it. Notice the description at the bottom.

81. 81 Click Open

82. 82 When you click Open, the query will automatically run.

83. 83 To add a description click on “File” and “Workbook Properties”.

84. 84 Enter a description for your workbook and click “OK”.

85. 85 Let’s add more items our worksheet. Click on “Edit” and “Worksheet”.

86. 86 Notice the “grayed out” folders – No join currently exists between these folders and the “Establishments” folder.

87. 87 Click the (+) sign next to the “Establishments” folder.

88. 88 Scroll down and click on “Next Insp Date”.

89. 89 Click on (>) button to move “Next Insp Date” over to the selected pane.

90. 90 Let’s add an additional condition. Click the “New” button and click “New Condition”.

91. 91 Arrow down the item list and click on “Next Insp Date”.

92. 92 Arrow down the condition list and click on “BETWEEN”.

93. 93 Enter ’01-JAN-2012’ in the first value box.

94. 94 Enter ’31-JAN-2012’ in the second value box. Click “OK”.

95. 95 Your new conditions now shows in the list. Click OK to run the query.

96. 96 Our query returns and now shows only those establishments that have an inspection due in January 2012.

97. 97 Let’s rename the column heading for “Next Insp Date”. Right click the column heading “Next Insp Date” and click “Edit Heading”.

98. 98 Enter “Next Survey” and click “OK”.

99. 99 Now you should see something like this…….

100. 100 Notice that the item name did not change, just the column heading.

101. 101 Let’s save our query. Click File, and then click Save.

102. 102 The worksheet is ok, but The worksheet we created is ok, but if we want to see establishments other than food stands (est type 2) we need to edit the worksheet and change the value of the condition. This is time consuming. Lets discuss Page Items.

103. 103 To add a page item to our query, click View and then click Page Item.

104. 104 Our page now has a Page Item box at the top of the screen.

105. 105 Click on the Establishment Type heading and drag it up to the page item box.

106. 106 The screen will refresh and move the Establishment type to the top of the screen. Notice the drop down next to the Establishment Type now.

107. 107 Our drop down only shows 47 Café/Restaurants. That is because we have a condition to only put establishment type 47.

108. 108 Click Edit, and then click Worksheet.

109. 109 Click on our condition, Establishment Type = ’47 Café/Restaurants’ and then click the (<) button. This will remove that condition from our query.

110. 110 The condition has been disabled. Now let’s click the OK button.

111. 111 Our screen refreshes and it doesn’t look any different. But wait, click the drop down next to our establishment type.

112. 112 Now are drop down has all of the Establishment Types for us to choose from. Find the one you want to see and then click OK.

113. 113 Your query will refresh and now show the Establishment Type you requested. This is much easier than editing the condition each time.

114. 114 Let’s add more fields to our Page Items. Click Edit and then click Worksheet.

115. 115 Scroll down thru the establishment folder until you find Next Insp Date:Year and Next Insp Date:Month and then click the (>) button.

116. 116 Now let’s click on the Table Layout Tab.

117. 117 On the Table Layout tab, drag Next Insp Date: Year and Next Insp Date: Month up to the page items. Then click the OK button.

118. 118 Your query will refresh and now you will have the options to change you’re the Month and Year for the establishments next survey date.

119. 119 Once again, our drop down’s only offer January of 2012. Let’s disable our condition and that will give us more choices.

120. 120 Click Edit, and then click Worksheet.

121. 121 Click on our condition for Next Insp Date and then click the (<) button. This will remove that condition from our query.

122. 122 The condition has been disabled. Now let’s click the OK button.

123. 123 Our query will refresh and now we have more options available in our Year and Month drop downs. Select one and your query will refresh.

124. 124 Our query will re-fresh with our selection. Note: the drop downs selection will contain all values found in that field.

125. 125 Let’s rename the worksheet (because “Restaurants” is no longer meaningful).

126. 126 Click on “Edit” and “Rename Worksheet”.

127. 127 Enter “Establishment with Next Survey” under Name and click “OK”.

128. 128

129. 129 Click on “File” and “Save” then “File” and “Close”.

130. 130 QUERY #2 We will: –Open an existing workbook –Build a cross-tab query –Move around “AXIS” items –Run the query –Add a title –Edit a heading –Rename the worksheet –Add totals to columns and rows –Add a graph –Create a new cross-tab worksheet –Save and close the workbook

131. 131 Let’s open an existing workbook. Click on “File” and “Open”.

132. 132 Select the “Training Query 1” workbook and click “Open”.

133. 133 Wait for the query to run, then click “Edit” and “Add Worksheet”. This will add a second worksheet to you workbook.

134. 134 Uncheck Title, Page Items, Graph, and Text Area. Change the display from Table to Crosstab. Click “Next”.

135. 135 Scroll down thru the list of folders and click the (+) sign next to the Survey Base folder.

136. 136 From the Survey Base folder, select Survey status, Survey date: Year, and Survey date: Month.

137. 137 Find Survey date and click the plus (+) sign next to the field. It will open up and show three new fields, Count, Min, and Max.

138. 138 Click on COUNT, and then click (>) to send the field to the selected list.

139. 139 We will now set up a condition to only look at surveys from 2011. Click on the Condition tab.

140. 140 On the Condition tab, notice that the conditions that were built for the first query are listed but not enabled. If they were appropriate you could enable those conditions. For our current query, they are not. Click the New button.

141. 141 After clicking the New button, then select New Condition.

142. 142 Click the drop down for Item, and then click the More items.

143. 143 You will then be presented with a list of items from folders we have selected from. Scroll down and click on Survey Date, then click OK.

144. 144 Click the drop down for Conditions and select BETWEEN.

145. 145 Then we will set our values to ’01-JAN-2011’ AND ’31-DEC-2011’. Then click OK.

146. 146 We have our condition built, so now lets click NEXT.

147. 147 When you click Next, you will receive the following warning. We are about to fix it, so click OK.

148. 148 Left-click and hold the mouse button down on the “Survey status” and drag it down from the top to the left hand column.

149. 149 Here you can see where the item is to be “dropped”.

150. 150 Click “Finish” to run the query.

151. 151 Now you should see something like this. Across the top of the report are the months of 2011. Down the left side of the report are the survey status’. Then the report shows the number of surveys entered for each month.

152. 152 Let’s add a title to our query.

153. 153 Click on View, then click on Title.

154. 154 Double-click where it says to double-click.

155. 155 When you double-click, the following screen will pop up. Enter what title as you would like it to appear on the report.

156. 156 Once the title is entered, click OK.

157. 157 The title now shows, lets add totals.

158. 158 From the menu bar, click on Tools and then click Totals.

159. 159 Click on the New button, and then New Total.

160. 160 The first field will be the one you want to total up. Discoverer will try to determine which field to total up. A drop down is available if the field is incorrect.

161. 161 The next field wants to know what kind of total you want. The system will default to Sum.

162. 162 Next, where do you want the total to be located.

163. 163 We want our total to be on the right. Then click OK.

164. 164 Then click OK to run the query.

165. 165 The report now has the total number of surveys for 2011.

166. 166 Let’s change the heading over our total from “Sum” to “Total for year”. Click Tools, then Totals.

167. 167 Click on the total, then click Edit.

168. 168 Uncheck the box next to “Generate label automatically”, then type your heading in the box that has “Sum” in it.

169. 169 Now click OK, then click OK to run report.

170. 170 The report now shows our new title.

171. 171 Let’s rename one of our headings.

172. 172 Right click on the heading Survey date COUNT and then click Edit Heading.

173. 173 Change the heading to “Number of Surveys” then click OK.

174. 174 Let’s give our new worksheet a name. Right now it shows as Sheet 2.

175. 175 Click on “Edit” and “Rename Worksheet”.

176. 176 Enter “Number of Surveys by Month and Status” under Name and click “OK”.

177. 177

178. 178 The worksheet is ok, but The worksheet we created is ok, but if we want to see survey counts for other than 2011, we need to edit the worksheet and change the value of the condition. This is time consuming. Lets add a Page Items.

179. 179 To add a page item to our query, click View and then click Page Item.

180. 180 Our page now has a Page Item box at the top of the screen.

181. 181 Click on the 2011 heading and drag it up to the page item box.

182. 182 The screen will refresh and the Year will move to the top of the screen. Notice the drop down next to the Survey date: Year now.

183. 183 Our drop down only shows 2011. That is because we have a condition to only look at surveys with a date between Jan 1 and Dec 31 2011.

184. 184 Click Edit, and then click Worksheet.

185. 185 Click on our condition, Survey date BETWEEN 01-JAN-2011 and 31- DEC-2011, and then click the (<) button. This will remove that condition from our query.

186. 186 The condition has been disabled. Now let’s click the OK button.

187. 187 Our screen refreshes and it doesn’t look any different. But wait, click the drop down next to our Survey date: Year. All years that surveys are entered will be available in the drop down.

188. 188 Now our drop down has all of the Years for us to choose from. Find the one you want to see and then click OK.

189. 189 Your query will refresh and now show the Year you requested. This is much easier than editing the condition each time.

190. 190 Graphs With the total number of surveys, we can now produce a graph to compare our months.

191. 191 Click on edit, then click Graph.

192. 192 The edit graph window will appear. On the first tab, you can select the style of graph you need. We are going to use Bar.

193. 193 The next tab is Style.

194. 194 On the style tab, you can select your colors.

195. 195 Titles, Totals and Series allows you to pick the data you want graphed.

196. 196 X-Axis is for making adjustments to the x-axis of your graph.

197. 197 Y-Axis is for making adjustments to y-axis of your graph.

198. 198 Plot Area allows changes to the graph view.

199. 199 Legend allows for changes to the legend.

200. 200 Click the OK button once your changes are made.

201. 201 The screen will refresh and your graph will show at the bottom.

202. 202 Click on “File” and “Save” then “File” and “Close”.

203. 203 Exporting Workbook Data Discoverer lets you convert your worksheets into other popular formats such as Excel, CSV, etc. Let’s convert our “Training Query 1” into an Excel spreadsheet.

204. 204 Click on “File” and “Open”.

205. 205 Select “Training Query 1” and click “Open”.

206. 206 Click on the “Establishments with Next Survey” tab at the bottom. Click “OK” to run the query.

207. 207 Wait for the query to process then click “File” and “Export”.

208. 208 Accept the default to export the current worksheet and click “Next”.

209. 209 Chose the destination for your file and click “Next”.

210. 210 Pick the location you want the file saved, the file type, and the file name.

211. 211 Accept the default for “Supervised” and click “Finish”.

212. 212 Once the process is complete you will get an export log informing you that the export was successful. Click “OK”.

213. 213 Now you can get into Excel and open the worksheet that you exported.

214. 214 Excel spreadsheet

215. 215 Deleting Worksheets Deleting a worksheet from the database permanently removes it. You should not delete a worksheet from the database unless you are absolutely certain that you won’t need it in the future. Note: You cannot delete a worksheet unless you have the appropriate database privileges. Also, you cannot delete a shared worksheet unless you created it.

216. 216 To delete a worksheet click on “Edit” and “Delete Worksheet”.

217. 217 When prompted “Are you sure?” – Click “Yes” or “No”.

218. 218 Sharing Workbooks Sharing a workbook allows others to view, analyze, and print the workbook. They will only see the data that belongs to them. * This assumes they have the appropriate database privileges.

219. 219 To share a workbook click on “File” and “Share”.

220. 220 Choose the user you would like to share your workbook with and click the “>” arrow to move it to the Shared window.

221. 221 Once you have selected the user(s) you want to share this with click “OK”. Now when DBUCHANAN signs into Discoverer he will see this workbook has been shared with him.

222. 222 He/She who giveth also taketh away. If your co-worker and possible friend gets you really mad, you can choose to un- share your workbooks by reversing the process.

223. 223 Options General Query Governor Sheet Formats Advanced EUL

224. 224 To change Options click on “Tools” and “Options”.

225. 225 Options - General

226. 226 Options – Query Governor

227. 227 Options - Sheet

228. 228 Options - Formats

229. 229 Printing a Worksheet OracleBI Discoverer printing is WYSIWYG –(What you see is what you get). There is very little you can do to adjust the way that the worksheet prints. For reports, we may have to use another product (Access, Excel, etc.).

230. 230 Where to get help…

231. 231 Help Topics – Help Navigator

232. 232 Contact CDP’s Customer Support customersupport@cdpehs.com 1-866-237-4814