Discoverer 10g: Create Queries and Reports

Course Overview

This class is applicable to Oracle 9iAS Discoverer users.

This course introduces students to the querying and analytical capabilities of OracleAS Discoverer. Students will learn how to view data stored in a relational database, and analyze and create reports based upon that data using OracleAS Discoverer Plus. In particular, students will learn how to create, modify, and refine ad hoc queries using Discoverer's intuitive and easy-to-use Workbook Wizard. They will learn how to present data graphically and how to format query results to create customized reports. Students will learn how to create simple and advanced calculations to perform data analysis and create reports that answer a variety of business questions, such as year-to-year comparisons and ranking.

In addition, students will learn how to schedule reports in batch mode, share workbooks with other users, and export reports to other applications, including MS Excel, HTML, and Oracle Reports. Finally, students will learn how to view and customize Discoverer portlets using OracleAS Portal. This course also provides students with the prerequisite skills necessary for the "Oracle Discoverer 10g: Develop an EUL" course.

Audience

• Business Analysts
• End Users

Prerequisites

• Familiarity with Microsoft Windows applications
• Familiarity with Web browsers
• SQL Basic Knowledge

Skills Gained

• Display data graphically
• Filter data by using conditions and create parameterized reports
• Schedule reports in batch mode
• Share workbooks with other users
• Export workbooks to other applications
• Open a workbook and analyze data using OracleAS Discoverer Viewer
• Use and customize Discoverer Portlets in OracleAS Portal
• Analyze data by using totals, percentages, and advanced calculations
• Generate reports and ad hoc queries
• Select default worksheet format options
• Format data, headings and background in a worksheet

Course Outline

Introducing OracleAS Discoverer 10g

• Business Intelligence Tools
• Discoverer Components
• Connecting to Discoverer Plus
• Data Warehouse Versus Transactional Systems
• Using Discoverer with a Data Warehouse
• Online Help and Key Terminology
• The Discoverer Administrator
• The Training Database

Creating Ad-hoc Queries

• Creating a Query: Workflow
• Using the Workbook Wizard
• Editing a Query

Managing Queries

• Building and Executing Queries
• Controlling Query Execution
• Managing Worksheets
• Managing Workbooks
• Setting Query Management Options

Customizing Display Properties

• Result Set Display Options
• Setting Default Worksheet Display Options
• Customizing Display Properties for The Current Worksheet

Applying Conditions and Using Parameters

• Selecting and Applying Predefined Conditions
• Selecting and Applying User-Defined Conditions
• Creating a New Condition
• Nesting Conditions
• Using Parameters
• Creating Parameterized Conditions

Creating Group Sorts and Applying Summary Functions

• Sorting Output: Overview
• Sorting and Grouping Data in Tables
• Sorting Data in Crosstabs
• Creating Totals and SubTotals
• Creating and Displaying Percentages

Creating Calculated Items

• Identifying Types of Calculations
• Creating a Simple Calculation
• Building a Complex Calculation
• Using the Analytic Calculations Templates
• Creating Analysis Calculations
• Using Calculations in a Condition
• Passing a Parameter to a Calculation

Scheduling and Managing Reports in Batch Mode

• Scheduling Workbooks Using Discoverer Plus
• The Scheduling Manager Window

Analyzing Data with Drills

• Identifying the Drill Types
• Drill Up or Down
• Drilling to an External Application

Analyzing Data Graphically

• Displaying Data Graphically
• Creating a New Graph
• Editing Graphs
• Customizing Graphs
• Using Pie Charts

Exporting a Worksheet to Other Applications and Printing a Worksheet

• Exporting a Worksheet into Other Applications
• Exporting to Excel or HTML
• Exporting an Worksheet to an Excel Pivot Table
• Exporting to Oracle Reports in XML Format
• Printing a Worksheet Using the Print Wizard

Introducing Oracle9iAS Discoverer Viewer

• Connecting to Oracle9iAS Discoverer Viewer
• Using the Main Features of Discoverer Viewer
• Setting Query Execution Options
• Setting Presentation Options
• Creating a Bookmark to a Worksheet Using Discoverer Viewer

Introducing OracleAS Discoverer Viewer

• Connecting to Oracle9iAS Discoverer Viewer
• Discoverer Portlets
• Customizing Discoverer Portlets

Follow On Courses

• Oracle Discoverer Administrator 10 g : Develop an EUL

Discoverer 10g: Create Queries and Reports / D17013GC10