Oracle Discoverer 11g Viewer User Guide For staff

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Finance Training,Discoverer Viewer User Manual 1 02 11g2. Contents Page,1 Introduction to Discoverer Viewer 2. 1 1 What is Discoverer 2,1 2 What is the Viewer 2,1 3 Access to Viewer 2. 1 4 Preferences in Viewer 3,2 Workbooks and worksheets 4. 2 1 Access to workbooks 4,2 2 Workbook Sheet listings 4.
3 Running a worksheet query 6,3 1 A query with no parameters 6. 3 2 A query with parameters 6,3 3 More about parameter selection 7. 3 4 Query runtime estimates and elapsed time 8,3 5 Cancelling a query 8. 3 6 Re running a query 8,4 Viewing modifying and saving query results 9. 4 1 Viewing the data 9,4 2 Changing the worksheet options 10.
4 3 Changing the data layout 11,4 4 Creating a Page Item 12. 4 5 Drilling to Related data 13, 4 6 Formatting data including Stoplight formats 14. 4 7 Sorting data and hiding columns 16,4 8 Saving workbooks 17. 5 Exporting Data 18,5 1 Exporting to Excel 18,5 2 Print data to PDF document 19. 5 3 Email a worksheet 20,6 Help and support 21,6 1 Discoverer Help Desk 21.
6 2 Other published information 21,Appendix 1 Using Graphs in Viewer 22. Finance Training,Discoverer Viewer User Manual 1 02 11g2. Finance Training,Discoverer Viewer User Manual 1 02 11g2. 1 Introduction to Discoverer Viewer,1 1 What is Discoverer. Discoverer 11g is an ad hoc query reporting and analysis tool that allows. users to gain access to information from CUFS Live It differs from other. CUFS enquiry and reporting options because it allows more bespoke query. definitions across multiple departments for users with multi department. access rights,1 2 What is Viewer, The Viewer function of Discoverer allows users to interrogate CUFS data.
using pre defined query worksheets contained in workbooks. Users are offered flexible parameters to customise the query templates whilst. avoiding the need to be conversant with specialist database query language. and design techniques, Viewer users run the queries and return the results in a form where they can. modify layouts and formats before saving and or exporting the results. The Viewer retrieves real time data from CUFS Live. 1 3 Access to Viewer, Access to Viewer is from within CUFS Live using a responsibility from the. U F S E Business Suite Navigator page, Existing Discoverer users will automatically be given a Viewer responsibility in. New users will be given access to the Viewer by making a request through. their Key Contact to CUFS helpdesk,Users will have different. levels of access to Viewer,based on the responsibilities.
they are given,A central responsibility such as,AG DISCOVERER VIEWER. will have wider access to data,than say RA DISCOVERER. Functionality in the Viewer is the,same for everyone regardless of. responsibility,Finance Training Page 2,Discoverer Viewer User Manual 1 02 11g2. 1 4 Preferences in Viewer, The main options under the Preferences link concern the settings for.
managing data retrieval The screen shot below shows the Query Governor. Each of the first three settings can be enabled disabled by using the tick box. Warn me if predicted time these estimates are not always reliable With. this setting enabled Discoverer will ask whether the user wishes to proceed. with a query whenever the estimate exceeds the Query Governor setting. Prevent queries running longer than this setting should always be. enabled and queries should not run for excessive periods If they do it is likely. that the data range is too large or the parameters are inappropriate. Excessive run times will take resource from other CUFS Live users. Limit retrieval data to an absolute limit on the number of records retrieved. Tip Take care to review this regularly if setting a low limit. Retrieve data incrementally this setting specifies the size of each. batch of records within a total set it does not limit the total records. retrieved and the user is prompted until all records are returned. Cancel list of values retrieval Use this field to define the maximum time. you want to wait while Discoverer retrieves list of values items. Fan Trap Detection, Leave this ticked to avoid potentially erroneous data or slow queries. Finance Training Page 3,Discoverer Viewer User Manual 1 02 11g2. 2 Workbooks and Worksheets,2 1 Access to workbooks. Workbooks are created by authors using the Discoverer Plus software The. authors are the owners Viewers are given shared access to the workbooks. by the Central Reporting Team see 2 1 below, Each workbook will contain at least one worksheet query based on a CUFS. module Users will see data from the query based on the access rights of the. responsibility being used to access the Viewer, Viewers can save their own version of a shared workbook see section 4 5.
Note Saving a new version of a workbook deletes all sharing that. applied to the old version,2 2 Workbook listings, After selecting a Viewer responsibility you are presented with the Workbooks. listing This is the home page for Viewer and is the only menu path within. the responsibility,Shared workbooks, The Finance Division Reporting Team will make workbooks available by. sharing with Viewers in two ways, 1 Sharing a workbook with all users who have a particular. responsibility,2 Sharing workbooks with selected users. Workbooks are listed alphabetically and each one has a description to define. the data being retrieved and the conditions that will limit the query results. The search box allows the Viewer to filter on the workbook name. Finance Training Page 4,Discoverer Viewer User Manual 1 02 11g2.
Expanding a Workbook, Clicking on the blue arrow beside a workbook reveals the Sheet s within the. Some workbooks will have only one sheet others have more For example a. workbook showing General Ledger balances may contain four sheets with. balances for each quarter of a financial year,Expand All Collapse All. To see or hide the contents of every workbook click on the Expand. All Collapse All links,Focus on a workbook, The left hand column of the workbook listing page offers the focus option A. single workbook and the sheets within it are returned by clicking on the. To go back to a full workbook listing click on the. Finance Training Page 5,Discoverer Viewer User Manual 1 02 11g2. 3 Running a worksheet query,3 1 Running a query with no parameters.
The workbook description will set out the scope and the type of data to be. returned by the query, Some queries will run without specifying any parameters beforehand The. data is limited by the underlying workbook conditions which often restrict. data using account code and date ranges,3 2 Running a query with parameters. Most workbook queries present the Viewer with parameter choices before. running These are in addition to conditions created by the workbook owner. Example For General Ledger balances the conditions may limit the. query to the 2008 09 financial year, In addition the Viewer will be offered parameters to customise. the data based perhaps on selected account codes or periods. within the 2008 09 year,indicates mandatory field,Finance Training Page 6. Discoverer Viewer User Manual 1 02 11g2,3 3 More about parameter selection.
The workbook author will decide the parameter settings and the rules for. selecting parameters,Entering parameter values, 1 Parameter selections can be either a single value a range of values. from to or a selection of values, 2 Some parameter choices are mandatory a value or values must be. entered indicated by the asterisk symbol, 3 Some parameter choices offer lists of values to select from. 4 Some parameters are case sensitive this will normally be stated if. case sensitivity is on, Take care when entering parameters because input errors or mistyping. will lead to either no data or the wrong data being returned. Finance Training Page 7,Discoverer Viewer User Manual 1 02 11g2.
3 4 Query runtime estimates and elapsed time,Once parameters are entered and. the Go button is clicked the query,will start to run. If your Preferences 1 4 above are,set to give a predicted time for the. query you will be asked if you wish,to proceed otherwise the Query. Progress window will display until,the query completes and data.
is returned,the query completes and no,data is returned. the query times out, A query that is running will refresh itself every few seconds so the user does not. need to click on the Refresh button,Estimated run time. Some queries will give an estimated run time but for some it will be unknown. The Viewer does not always accurately predict query run times but the user. has the option to cancel a query at any time by clicking the button. 3 5 Cancelling a query, If the Viewer does opt to cancel a query the system will begin the cancel. routine and confirm the new status,3 6 Re running a query.
After cancelling the user can choose to run the query again by simply clicking. the Run now button, However the user will often wish to change one or more parameters before. re running the query or just return to the Workbooks page In both cases click. on the Workbooks link,Finance Training Page 8,Discoverer Viewer User Manual 1 02 11g2. 4 Viewing modifying and saving query results,4 1 Viewing the data. When the query has finished running the data will be returned as a table. In the column header area in blue type the total number of rows of data is. shown and the number of columns that are being displayed the default view. may be less than the actual number of columns returned this view option. can be changed see below,Scrolling up and down, In the column header the Down link acts as scroll button to show the next set. of records in the query, The default setting is to display 25 rows of data at a time this can be changed.
by clicking the arrow The options are 1 5 25 or 100 rows. Rows and Columns tools link, The display setting for the number of rows can be customised up to a. maximum of 999 by clicking the Rows and Columns link as illustrated below. The number of columns displayed can also be changed here also up to 999. Finance Training Page 9,Discoverer Viewer User Manual 1 02 11g2. 4 2 Changing the worksheet options, The user can change the view of the data in a number. of ways without having to rerun the query,Note All worksheet changes can be reversed by. using Revert to Saved at any time,Click on the Worksheet Options link to change the.
settings see screen shot below,Title area Workbook name. The author of the workbook will give each query a name and may also add a. field to display the time and date of the query execution. This will display at the top of the web page,Finance Training Page 10. Discoverer Viewer User Manual 1 02 11g2,Text area Workbook conditions. Users will need to know how the workbook data is restricted by the. conditions the author has applied to the query These and other notes are. displayed below the data table,Null values, Sometimes the data will contain cells with nothing NULL in them as. opposed to zero The user can choose to show these cells as either NULL. n a or simply blank NULL is the default,4 3 Changing the data layout.
Changing column order, Click on the Layout link on the Tools menu Three boxes appear which allow. the user to move columns left and right, If you wish to hide a column from view move it to the right hand. Tip side then use Rows and Columns to reduce the number of. columns displayed excluding the rightmost column, Alternatively columns can be hidden as part of the Sorting functions see. Section 4 6 below, Note Column order can also be changed by using the More link see 4 4. below for more information on re arranging columns and creating page. Finance Training Page 11,Discoverer Viewer User Manual 1 02 11g2.
4 4 Creating a page item also filtering data, The Viewer allows one or more columns to be moved up as Page Items. The page item can then be filtered for a single value creating Pivot Table. style three dimensional data layout, Steps Staying in the Layout menu click on the More link. Choose a column heading e g Cost Centre and click the up. arrow to add it as a page item, Tick untick the Show Page Items checkbox to specify whether or not you wish the. Page Items to display on the results page, Click on Apply the make the changes and the data is displayed with the new. Moving columns left and right, Use the right and left arrows to re arrange the column order.
Finance Training Page 12,Discoverer Viewer User Manual 1 02 11g2. Finance Training Oracle Discoverer 11g Viewer User Guide Finance Training Discoverer Viewer User Manual 1 02 11g2 Finance Training Discoverer Viewer User Manual 1 02 11g2 1 Introduction to Discoverer Viewer 1 1 What is Discoverer Discoverer 11g is an ad hoc query reporting and analysis tool that allows users to gain access to information from CUFS Live It differs from other

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