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 Viewer
Viewer Administration
Administration
Plus
Plus Edition
Edition Edition
Edition

End
End User
User Layer
Layer(TM)
(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

End
End User
User Layer
(TM)
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 AP Clerks

Vendors Vendor Invoices

Addresses
 Discoverer Concepts
• Items
* Folders are Composed of Items
* Map to Database Columns
* Can be Derived eg. Calculation
Accounts Payable AP Clerks

Vendors Vendor Invoices

Vendor ID Addresses Invoice ID
Vendor Name Vendor ID
Vendor Type Vendor Name Invoice Amount
Credit Limit Address Line 1 Amount Paid
Bank Acct Name Address Line 2 Invoice Date
Bank Acct Number City Goods Received Date
Bank Acct Type State
Postcode
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