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Oracle® Fusion Middleware Guide to Publishing Oracle Business Intelligence Discoverer Portlets
11g Release 1 (11.1.1)

Part Number B40110-04
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4 Using Discoverer Portlets in Oracle Portal

This chapter is about using Discoverer Portlets in Oracle Portal and contains the following topic:

4.1 About using Oracle Portal as a personalization framework for Discoverer

All authenticated/logged in users can customize particular properties of each Discoverer portlet you create. For example, they can change the portlet title and other portlet options and set formatting customizations for a Discoverer Worksheet portlet. You may also allow them to customize additional properties of the portlet such as the database connection used, parameter values, or the list of worksheets.

You can also allow users to analyze the worksheet that is used as the basis for a Discoverer Worksheet or Gauges portlet in the Single Worksheet Viewer. The Single Worksheet Viewer is a special instance of the Discoverer Viewer that is available only through a Discoverer portlet. When a user opens a worksheet from a Discoverer List of Worksheets portlet they also use the Single Worksheet Viewer. The Single Worksheet Viewer does not allow users to change the worksheet they have opened and does not allow them to change the connection used. It is specifically designed to restrict the user to access to one worksheet from a Discoverer portlet.

Note that when an authenticated user launches the Single Worksheet Viewer (whether from an Analyze link in a Worksheet or Gauges portlet or opening a worksheet from a Discoverer List of Worksheets portlet) the OracleAS Single Sign-On username is passed through to the query being executed to return data to Single Worksheet Viewer. In this way, if data differs by Single Sign-On user, the user can see only the data that they are supposed to see.

In the Single Worksheet Viewer, the user has access to additional customizations and actions that are not available within the portlet customizations page. For example, in the Single Worksheet Viewer the user can change layout by moving or swapping columns and change page item values to change the data displayed. In addition to extended customizations, Single Worksheet Viewer gives the user access to the following actions that are not available directly in the portlet:

The following table summarizes customizations and specifies whether they are available through the portlet customization page or through the Single Worksheet Viewer.

Table 4-1 Summary of where customizations are available

Customization Customize Portlet Analyze Worksheet

Database Connection

Yes

No

Parameter Values

Yes

Yes

Change Page Item Values

No

Yes

Layout

No

Yes

Stoplight Formats

Yes

Yes

Cell Formats

Yes

Yes

Sort (Relational and tabular worksheets only)

No

Yes

Saved Selections (OLAP worksheets only)

No

Yes

Link/Unlink Graph (OLAP worksheets only)

No

Yes

Graph Type

Yes

Yes

Portlet Options - Display Options

Yes

No

Portlet Options - Analyze Options

Yes

No

Portlet Options - Rows and Columns

Yes

No

Rows and Columns

No

Yes


Note: Rows and Columns are a separate setting in the portlet and in Single Worksheet Viewer, which do not affect each other.

You can further allow Discoverer users to save these customizations, except for any Parameter Value customization, made in Single Worksheet Viewer for the Worksheet and List of Worksheets Discoverer portlets. By doing this you can create a personalization framework and effectively support hundreds of users with a handful of worksheets. You can allow each Oracle Portal/OracleAS Single Sign-On user to have their own personalized, custom view of the worksheets they are interested in without the overhead of creating and managing a database account for them or granting them privileges to create and save Discoverer workbooks to the database.

In all cases, whether modified in the customize portlet page or in the Single Worksheet Viewer, all customizations are stored on a per user, per portlet basis and are only viewable to that Oracle Portal user. The customizations do not impact (or are not visible to) other users.