OracleAS Discoverer 10g: Create Queries and Reports


What you will learn
This class is applicable to Oracle 9iAS (9.0.4) 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

Course Objectives
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 Topics

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


Suggested Next Courses
Oracle Discoverer Administrator 10g: Develop an EUL