Oracle Discoverer Basics

Oracle Discoverer 4.1 Training Session Diane Turner Sales Executive ASSIST

Agenda • • • • • • • • •

Introduction What is Discoverer? Business Drivers Types of Users Components and Concepts Discoverer and Oracle Applications Discoverer Plus Discoverer Administration Conclusion of Seonssi

Introduction • Financial reporting drivers • Every organisation has different reporting requirements • Organisations typically use 15% of the supplied reports • Other 85% become new reports or modifications to existing reports • Time, Expense, Bottleneck, Upgrade Problems • Solution – Business Intelligence Solution Oracle Discoverer

What is Discoverer? • Easy-to-use Graphical Business Intelligence Tool for: * Ad-hoc Queries * Pre-formatted Reports * Analysing and Exploring Data * Sharing, Disseminating and Publishing Information

Business Drivers • Business Drivers for Using a Business Intelligence Tool: * Reduce Reliance on IT Staff and Consultants * Adapt Quickly to Changing Organisation * Analyse All Information * Easily Report and Explore Information * Easily Disseminate and Share Information

Types of Users • Management * CEOs * CFOs

• Line Management * Team Leaders * Section/Division Managers

• Operational Staff * Clerical Staff

• Different types of users have different requirements

Components of Discoverer

Discoverer Discoverer Plus Plus

Viewer Viewer Edition Edition

Administration Administration Edition Edition

(TM) End End User User Layer Layer(TM)

(Business (Business Abstraction Abstraction Layer) Layer)

Data Warehouse / Data Mart / OLTP

Components of Discoverer Web WebBrowser Browser ------------------------------Discoverer DiscovererViewer Viewer

Discoverer Discoverer Server Server

(TM) End End User User Layer Layer(TM)

(Business (BusinessAbstraction AbstractionLayer) Layer)

Database

Discoverer Concepts

• Business Areas * Grouping of Related Information * Contains Information from Database Tables or Views * Business Group Focus Human Resources

HR Staff

Accounts Payable

AP Clerks

Help Desk

IT Staff

Finance

CFO

Discoverer Concepts • Folders * Grouping of Related Data Items * Simple or Complex * Joins, Conditions, Calculations, Formatting, Hierarchy Structures Accounts Payable Vendors

Vendor Addresses

AP Clerks

Invoices

Discoverer Concepts • Items * Folders are Composed of Items * Map to Database Columns * Can be Derived eg. Calculation Accounts Payable AP Clerks Vendors Vendor ID Vendor Name Vendor Type Credit Limit Bank Acct Name Bank Acct Number Bank Acct Type

Vendor Addresses Vendor Name Address Line 1 Address Line 2 City State Postcode

Invoices

Invoice ID Vendor ID Invoice Amount Amount Paid Invoice Date Goods Received Date

Discoverer and Oracle Applications • Applications Mode EUL Required • Oracle Applications 10.7, 11, 11i Supported • Oracle Discoverer 3.1.28+ • Steps: * Database User to Own EUL * Launch Admin Edition * Configure Connection Information * Create an Apps Mode EUL

Discoverer and Oracle Applications • Choices for Creation of Business Areas * Build them from Scratch * Buy Oracle Financial Intelligence (Part of OBIS) * Buy Third Party Business Areas

Discoverer Plus

• How to: * Create a New Ad-hoc Query * Format a Query * Edit a Query * Analyse Information – Add a Simple Condition – Add an Exception – Perform a Drill – Analyse Information Graphically

Discoverer Administration Edition • How to: * Build a Business Area * Add Folders to the Business Area * Create Folder Joins * Add an Item Class * Create a Complex Folder * Add an Item Hierarchy * Apply a Date Hierarchy

Conclusions • Standard reports only meet a percentage of requirements • Look at strategies to empower users to do on demand reporting and analysis • Business Intelligence provide this and: * Save Time * Save Money * Provide Greater Flexibility as Org Changes * Easier to report and analyse * Easier to disseminate and share information