Logging In And Generating Reports
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Logging In and Generating Reports Chapter 4
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 1
Logging In and Generating Reports 06/25/01
Logging in and Generating Reports Chapter Objectives At the end of this chapter, the student will be able to: •
Login to Discoverer
•
Generate parameterized reports including: − Formatting Parameter Values − Selecting Parameter Values − Using the Task Parameter
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 2
Logging In and Generating Reports 06/25/01
Logging In
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 3
Logging In and Generating Reports 06/25/01
Discoverer Login 1.
Double-click the Oracle Discoverer icon application.
on the desktop to open the
[The Discoverer icon may vary depending upon user’s desktop.] The Connect to Oracle Discoverer pop-up window will open.
2.
Enter your username in the Username field.
3.
Enter your password in the Password field. • Make sure “DWPROD” is in the Connect field.
4.
Select
to complete logon (or select the Enter key).
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 4
Logging In and Generating Reports 06/25/01
Generating Reports Accessing Workbooks
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 5
Logging In and Generating Reports 06/25/01
Generating Reports Accessing Discoverer Workbooks Oracle Discoverer has two workbook functions that allow users to conduct queries and generate reports: •
Open workbooks and conduct parameterized queries
•
Create workbooks and conduct ad hoc queries (covered in the Advanced Oracle Discoverer course and training material)
To Open a Workbook 1.
Select the “Open an existing workbook” icon from the Workbook Wizard pop-up window. The lower portion of the Workbook Wizard will open as shown on next page.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 6
Logging In and Generating Reports 06/25/01
2.
Select the “Database”
icon to show the available workbooks.
The Open Workbook from Database pop-up window will open. This window lists the available workbooks. For a detailed explanation of each workbook, please refer to the chapter on “Introduction to Discoverer Workbooks and Worksheets.”
DWADMIN.PTASTATUS (NON-GB) DWADMIN.PTASTATUS (GB) DWADMIN.SUMMARY BY PROJECT DWADMIN.SUMMARY BY AWARD
3.
Highlight the desired workbook by clicking on the workbook title.
4.
Select the “Open”
icon. Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 7
Logging In and Generating Reports 06/25/01
The Workbook in Other Database Account pop-up window will open.
5.
Select “OK.” The selected workbook will launch and prompt the user to run a query as shown below.
Running Parameterized Queries and Generating Reports
6.
Choose the preferred Run Query Option from the pop-up window above. • Selecting “No” allows the user to access one of the other worksheet/report tabs available in the workbook selected (ex. Salary or Exp. Details report) • Selecting “Yes” will open the Parameter Wizard for the selected worksheet/report (The “Summary” report is the default when accessing a workbook from the Database).
7.
Select “Yes” to open the Parameter Wizard.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 8
Logging In and Generating Reports 06/25/01
Using the Parameter Wizard The Parameter Wizard assists users with the entry of values for the desired query. Users may enter parameter values manually or select them from the drop-down list. Query results are pulled from the database for those projects, tasks, and awards where activity exists.
8.
Enter or select the periods(s) in the Select Periods Name field.
9.
Enter or select the project(s) in the Select Project Number(s) field.
IMPORTANT – If the user has task level access only, the project number will not appear in the drop down list. The user must enter the project number in the “Select Project Number(s)” field to access the task information. 10. Enter the award(s) or accept the wildcard (%) in the “Select Award Number(s)” field. 11. Select Next
to enter specific task parameters.
• Skip this step to retrieve all tasks associated with the project(s) and award(s) entered. NOTE: Discoverer will automatically retrieve all tasks a user has access to for the project(s) and award(s) selected. 12. Select the Finish button to run the query. Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 9
Logging In and Generating Reports 06/25/01
Formatting Parameter Values in the Parameter Wizard Manual Entry Method 1. Field-level parameters must be surrounded by single quotes and be entered in UPPERCASE. 2. Multiple values must be separated by a comma (,)
‘OCT-FY2001’,’NOV-FY2001’
3. Periods must be entered in the Oracle format shown
4. Either accept the wildcard in the “Award” field or select the specific award corresponding to the project(s) entered.
Use: ‘%’ or ‘GB.000001’
Formatting Parameter Exceptions •
The wildcard (%) cannot be used in the “Select Project Number(s)” field to locate all projects associated with the award number entered.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 10
06/25/01
•
The wildcard cannot be used in both the “Select Project Number(s)” and “Select Award Number(s)” fields at the same time.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 11
06/25/01
Selecting Parameter Values from the Drop-down List The Select Values drop-down list next to each entry field allows users to select parameter values easily and quickly as opposed to manual entry. The benefits of using the “select value” method to enter parameter values are that users can select multiple values at once and the parameter values selected are automatically formatted properly in the Parameter Wizard. Access the Select Values pop-up window by selecting the drop-down arrow next to any entry field.
1. Accept the selected entries and populates the Parameter Wizard 2. Cancels the selections and closes the Values window 3. Accesses Discoverer online help 4. Selects all entries in the list 5. Deselects all selected entries in the list
1 2 3
4
5
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 12
06/25/01
Using the Parameter Wizard with Task Parameter The task parameter option allows users to enter specific task numbers when conducting queries and is only available in the “DWADMIN.PTA STATUS (GB) and (NON-GB)” workbooks. Access the task parameter field by selecting the Next button from the Parameter Wizard.
•
The default value is the wildcard (%) which retrieves all tasks a user has access to for the project(s) and award(s) selected in the previous window of the Parameter Wizard.
•
Each task entry must be included within single quotes (‘2.1’).
•
Multiple entries must be separated by a comma ( , ). Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 13
06/25/01
Using the Wildcard with Task Parameters Include wildcard characters in your search criteria to search for particular patterns in your data. You can use the wildcard (%) within a field to represent any number of characters (including no characters) Wildcard (%) Entry Option #1 • Task Number followed-by ‘%’.
• Retrieves all task number combinations beginning with the task entered. Refer to example below.
Wildcard (%) Entry Option #2 • Task number preceded by ‘%’
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 14
06/25/01
• Retrieves all task number combinations beginning with any character or number of characters preceded by the task number entered. Refer to example below.
Wildcard (%) Entry Option #3 • Task number included within ‘%’
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 15
06/25/01
• Retrieves all task number combinations where the task number entered appears anywhere. Refer to example below.
•
Select Finish to run the query.
End of activity
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 16
06/25/01
Retrieving the Parameter Wizard After Running a Query There are three ways to retrieve the Parameter Wizard after running a query:
The “Refresh Sheet” short cut icon can be used to retrieve the parameter wizard. Or Select “Edit Parameter Values” or “Refresh Sheet” from the Sheet Main Menu.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 17
06/25/01
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 1
Logging In and Generating Reports 06/25/01
Logging in and Generating Reports Chapter Objectives At the end of this chapter, the student will be able to: •
Login to Discoverer
•
Generate parameterized reports including: − Formatting Parameter Values − Selecting Parameter Values − Using the Task Parameter
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 2
Logging In and Generating Reports 06/25/01
Logging In
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 3
Logging In and Generating Reports 06/25/01
Discoverer Login 1.
Double-click the Oracle Discoverer icon application.
on the desktop to open the
[The Discoverer icon may vary depending upon user’s desktop.] The Connect to Oracle Discoverer pop-up window will open.
2.
Enter your username in the Username field.
3.
Enter your password in the Password field. • Make sure “DWPROD” is in the Connect field.
4.
Select
to complete logon (or select the Enter key).
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 4
Logging In and Generating Reports 06/25/01
Generating Reports Accessing Workbooks
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 5
Logging In and Generating Reports 06/25/01
Generating Reports Accessing Discoverer Workbooks Oracle Discoverer has two workbook functions that allow users to conduct queries and generate reports: •
Open workbooks and conduct parameterized queries
•
Create workbooks and conduct ad hoc queries (covered in the Advanced Oracle Discoverer course and training material)
To Open a Workbook 1.
Select the “Open an existing workbook” icon from the Workbook Wizard pop-up window. The lower portion of the Workbook Wizard will open as shown on next page.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 6
Logging In and Generating Reports 06/25/01
2.
Select the “Database”
icon to show the available workbooks.
The Open Workbook from Database pop-up window will open. This window lists the available workbooks. For a detailed explanation of each workbook, please refer to the chapter on “Introduction to Discoverer Workbooks and Worksheets.”
DWADMIN.PTASTATUS (NON-GB) DWADMIN.PTASTATUS (GB) DWADMIN.SUMMARY BY PROJECT DWADMIN.SUMMARY BY AWARD
3.
Highlight the desired workbook by clicking on the workbook title.
4.
Select the “Open”
icon. Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 7
Logging In and Generating Reports 06/25/01
The Workbook in Other Database Account pop-up window will open.
5.
Select “OK.” The selected workbook will launch and prompt the user to run a query as shown below.
Running Parameterized Queries and Generating Reports
6.
Choose the preferred Run Query Option from the pop-up window above. • Selecting “No” allows the user to access one of the other worksheet/report tabs available in the workbook selected (ex. Salary or Exp. Details report) • Selecting “Yes” will open the Parameter Wizard for the selected worksheet/report (The “Summary” report is the default when accessing a workbook from the Database).
7.
Select “Yes” to open the Parameter Wizard.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 8
Logging In and Generating Reports 06/25/01
Using the Parameter Wizard The Parameter Wizard assists users with the entry of values for the desired query. Users may enter parameter values manually or select them from the drop-down list. Query results are pulled from the database for those projects, tasks, and awards where activity exists.
8.
Enter or select the periods(s) in the Select Periods Name field.
9.
Enter or select the project(s) in the Select Project Number(s) field.
IMPORTANT – If the user has task level access only, the project number will not appear in the drop down list. The user must enter the project number in the “Select Project Number(s)” field to access the task information. 10. Enter the award(s) or accept the wildcard (%) in the “Select Award Number(s)” field. 11. Select Next
to enter specific task parameters.
• Skip this step to retrieve all tasks associated with the project(s) and award(s) entered. NOTE: Discoverer will automatically retrieve all tasks a user has access to for the project(s) and award(s) selected. 12. Select the Finish button to run the query. Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide Chapter 4 - Page 9
Logging In and Generating Reports 06/25/01
Formatting Parameter Values in the Parameter Wizard Manual Entry Method 1. Field-level parameters must be surrounded by single quotes and be entered in UPPERCASE. 2. Multiple values must be separated by a comma (,)
‘OCT-FY2001’,’NOV-FY2001’
3. Periods must be entered in the Oracle format shown
4. Either accept the wildcard in the “Award” field or select the specific award corresponding to the project(s) entered.
Use: ‘%’ or ‘GB.000001’
Formatting Parameter Exceptions •
The wildcard (%) cannot be used in the “Select Project Number(s)” field to locate all projects associated with the award number entered.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 10
06/25/01
•
The wildcard cannot be used in both the “Select Project Number(s)” and “Select Award Number(s)” fields at the same time.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 11
06/25/01
Selecting Parameter Values from the Drop-down List The Select Values drop-down list next to each entry field allows users to select parameter values easily and quickly as opposed to manual entry. The benefits of using the “select value” method to enter parameter values are that users can select multiple values at once and the parameter values selected are automatically formatted properly in the Parameter Wizard. Access the Select Values pop-up window by selecting the drop-down arrow next to any entry field.
1. Accept the selected entries and populates the Parameter Wizard 2. Cancels the selections and closes the Values window 3. Accesses Discoverer online help 4. Selects all entries in the list 5. Deselects all selected entries in the list
1 2 3
4
5
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 12
06/25/01
Using the Parameter Wizard with Task Parameter The task parameter option allows users to enter specific task numbers when conducting queries and is only available in the “DWADMIN.PTA STATUS (GB) and (NON-GB)” workbooks. Access the task parameter field by selecting the Next button from the Parameter Wizard.
•
The default value is the wildcard (%) which retrieves all tasks a user has access to for the project(s) and award(s) selected in the previous window of the Parameter Wizard.
•
Each task entry must be included within single quotes (‘2.1’).
•
Multiple entries must be separated by a comma ( , ). Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 13
06/25/01
Using the Wildcard with Task Parameters Include wildcard characters in your search criteria to search for particular patterns in your data. You can use the wildcard (%) within a field to represent any number of characters (including no characters) Wildcard (%) Entry Option #1 • Task Number followed-by ‘%’.
• Retrieves all task number combinations beginning with the task entered. Refer to example below.
Wildcard (%) Entry Option #2 • Task number preceded by ‘%’
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 14
06/25/01
• Retrieves all task number combinations beginning with any character or number of characters preceded by the task number entered. Refer to example below.
Wildcard (%) Entry Option #3 • Task number included within ‘%’
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 15
06/25/01
• Retrieves all task number combinations where the task number entered appears anywhere. Refer to example below.
•
Select Finish to run the query.
End of activity
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 16
06/25/01
Retrieving the Parameter Wizard After Running a Query There are three ways to retrieve the Parameter Wizard after running a query:
The “Refresh Sheet” short cut icon can be used to retrieve the parameter wizard. Or Select “Edit Parameter Values” or “Refresh Sheet” from the Sheet Main Menu.
Copyright 2001 California Institute of Technology. All rights reserved.
Discoverer General User's Guide
Logging In and Generating Reports Chapter 4 - Page 17
06/25/01
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