Giving Your Headings Meaningful Names (Desktop and Plus) p. 158 Rearranging the Order of the Output p. 160 Formatting Data p. 163 Formatting Columns

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1 Acknowledgments p. xxi Introduction p. xxiii Getting Started with Discoverer An Overview of Discoverer p. 3 Business Intelligence and Your Organization p. 4 Business Intelligence and Trends p. 5 Discoverer's Role in Business Intelligence p. 7 How to Use This Book p. 11 A New Direction in Reporting p. 12 Summary p. 19 Users and Databases p. 21 What Starts Right Stays Right p. 22 The Responsibility of the End User p. 22 The Discoverer Library Concept p. 31 The Report Writer Concept p. 32 Summary p. 34 Getting Started in Discoverer p. 35 Key Personnel p. 36 Gaining Access to Discoverer p. 39 Key Definitions p. 41 Sticky Features p. 43 Main Features of Discoverer p. 43 Discoverer Login Sequence p. 44 Starting a Workbook p. 51 Summary p. 51 The Workbook Wizard: The Essential Steps p. 53 The Workbook Wizard p. 54 Summary p. 104 The Workbook Wizard: The Optional Steps p. 105 The Text Area in Plus p. 106 The Optional Steps of the Workbook Wizard p. 107 Workbook Wizard Step 5: Creating a Sort Order (Tables Only) p. 107 Workbook Wizard Step 6: Creating User-Defined Calculations p. 122 Discoverer Plus Workbook Wizard Remaining Steps p. 131 Creating User-Defined Percentages in the Plus Workbook Wizard p. 132 Creating User-Defined Totals in the Plus Workbook Wizard p. 141 Creating User-Defined Parameters in the Plus Workbook Wizard p. 145 Editing the Sheet After the Query Has Run p. 151 Summary p. 154 Editing the Query Formatting the Output in Discoverer Desktop and Plus p. 157

2 Giving Your Headings Meaningful Names (Desktop and Plus) p. 158 Rearranging the Order of the Output p. 160 Formatting Data p. 163 Formatting Columns p. 174 Deleting Columns from a Worksheet p. 175 Formatting Totals p. 180 Formatting Exceptions p. 181 Adding a Title to Your Query p. 182 Adding a Background Bitmap (Desktop Only) p. 186 Summary p. 187 Using Graphs to Present Data p. 189 The Available Graph Styles p. 191 The Discoverer Desktop Graph Window p. 199 Creating a Graph in Desktop p. 202 Graphing in Discoverer Plus p. 207 Modifying a Graph in Plus p. 218 Modifying a Graph in Desktop p. 218 Summary p. 226 Turning a Discoverer Query into a Report p. 227 A Workflow for Building Reports p. 228 Formatting the Report for Printing p. 230 Page Setup p. 234 The Sheet Tab in Desktop p. 234 The Worksheet Tab in Plus p. 235 Table and Crosstab Gridlines p. 239 Inserting Page Breaks in Tables (Sorry, No Page Breaks in Crosstabs) p. 243 Exporting Your Report to Another Application p. 243 Summary p. 244 Using Discoverer to Analyze Data p. 245 What Is Analysis? p. 246 Types of Analysis p. 246 Fundamentals of Analysis p. 255 An Analysis Workflow p. 256 Core Examples Used in This Chapter p. 257 Description of the Analysis Tools Available p. 258 The Analysis Toolbar Buttons p. 259 How to Build the Example Queries p. 277 Overcoming the Manager Who Is Wary of Your Analysis p. 287 Summary p. 287 Business Intelligence Discoverer Viewer 10g Release 2 (10.1.2) p. 289 Why Use Viewer? p. 290

3 The Table or Crosstab Display Area p. 303 Hyper-Drilling p. 310 Graphs p. 311 Setting Up User Preferences in Viewer p. 314 Summary p. 316 Advanced Discover Techniques Refining Items, Drilling, and Hyper-Drilling p. 319 Refining Query Items p. 320 Pivoting and Drilling p. 335 Hyper-Drilling p. 346 Summary p. 352 Building Effective Conditions p. 353 Adding Conditions p. 354 The Basic Components of a Condition p. 367 Editing an Existing Condition p. 373 Using Advanced Conditions p. 374 Removing Conditions p. 396 Removing Columns Upon Which Conditions Are Based p. 398 Summary p. 399 Refining Parameters, Calculations, Sorting, and Percentages p. 401 Refining Parameters p. 402 Refining Calculations p. 427 Refining the Sort Order p. 449 Refining Percentages p. 452 Summary p. 455 Query Management p. 457 The Discoverer Manager and the End User p. 458 Sharing Workbooks with Other Users p. 463 Workbook Manipulation p. 470 Worksheet Manipulation p. 472 Scheduling Workbooks p. 478 Running Discoverer Desktop from the Command Line p. 503 SQL Management p ing Worksheets and Reports p. 512 Summary p. 515 User Preferences, the Toolbar, and the Discoverer Administrator p. 517 Customizing User Preferences p. 518 Desktop Options p. 518 Plus Options p. 530 The Toolbar p. 535 The Discoverer Administrator p. 539

4 Summary p. 545 Introducing Discoverer OLAP p. 547 OLAP Background p. 548 Oracle Business Intelligence Discoverer Plus for OLAP p. 549 About the Examples p. 552 The Global Widgets Logical Dimensional Model p. 552 Connecting to Discoverer Plus for OLAP p. 557 Creating Your First OLAP Plus Workbook p. 557 Exploring the Discoverer Plus for OLAP User Interface p. 560 Using the Workbook Wizard to Create OLAP Workbooks p. 563 Summary p. 612 Using the Discoverer Administration Edition Getting Started in the Administration Edition p. 615 Key Definitions p. 616 Sticky Features p. 620 The Steps to a Successful Discoverer Implementation p. 620 Source to Destination p. 621 Creating the End User Layer p. 623 Creating Your First Business Area p. 632 Key Business Area Objects p. 638 Checking a Business Area p. 639 Summary p. 649 Editing the Business Area p. 651 Remaining Business Area Checks p. 652 Enhancing Business Areas p. 673 Summary p. 702 Interacting with the End User p. 703 Adding New Users p. 704 Granting Access to Business Areas p. 705 Granting User Edition Privileges p. 708 Adding Meaningful Descriptions to Business Areas, Folders, and Data Items p. 715 Adding New Items to Folders p. 717 Creating New Folders p. 722 Creating Joins Between Folders p. 723 Creating Lists of Values p. 723 Creating Alternative Sorts p. 723 Creating New Items Based on Calculations p. 723 Creating New Conditions p. 724 Creating Drill Hierarchies p. 727 Modifying an Item's Type p. 728 Creating Summary Data p. 729

5 Rearranging the Order of Folders in a Business Area p. 729 Rearranging the Order of Items in a Folder p. 729 Changing Refresh Cycles p. 729 Allowing Scheduling of Workbooks p. 730 Creation of New Functions p. 737 Summary p. 740 Configuring Discoverer p. 741 Architecture p. 742 Oracle HTTP Server (OHS) p. 744 Oracle Containers for J2EE (OC4J) p. 751 OEM Application Server Control p. 755 Configuring Discoverer Using OEM p. 756 Single Sign-On (SSO) p. 774 OPMN (Oracle Process Management and Notification) p. 777 Oracle Internet Directory (OID) p. 780 Metadata Repository p. 781 Discoverer Preferences p. 784 Web Cache p. 799 Summary p. 808 Setting Up Portal for Use with Discoverer p. 809 Using Portal p. 810 Configuring the Discoverer Server p. 811 Portal Administration p. 812 Working with Portlets p. 836 Summary p. 843 Summary Management p. 845 Background p. 846 Summary Setup p. 847 Materialized Views p. 849 Managing Summary Tables p. 849 Summary Combination Strategy p. 874 Using Summary Tables with Oracle Applications p. 875 End-User Options p. 875 Summary p. 876 Appendixes Michael's Gold Mine of Answers to FAQs p. 879 SQL Functions p. 927 Standards Used in the Listing p. 928 Wildcards p. 929 Folders in Discoverer p. 929 Alphabetical Listing of Functions p. 930

6 Time Zones p. 970 Using Formats When Rounding Dates p. 971 Date Format Masks p. 972 Number Format Masks p. 975 ASCII Character Set p. 975 Analytic Functions p. 977 Summary p. 988 Databases and Views p. 989 Database Schemas p. 990 Accessing Oracle Applications Using Discoverer p. 993 Summary p Tutorial Database p Entity-Relationship Diagram for the Global Widgets Sales Database p The Global Widgets Tables p Entity-Relationship Diagram for the Fan Trap p The Fan Trap Tables p Summary p Index p Table of Contents provided by Blackwell's Book Services and R.R. Bowker. Used with permission.