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Oracle® Business Intelligence Discoverer Plus User's Guide
10g Release 2 (10.1.2.1)
B13915-04
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23 Dialog reference

This chapter contains comprehensive reference information for each dialog in Discoverer Plus Relational. Dialogs are listed in alphabetical order:


Available Items pane

Use this pane to see the items, conditions, and calculations available to the worksheet, and to add and edit worksheet items.

This pane contains the following tabs:

"Available Items pane: Items tab"

"Available Items pane: Calculations tab"

"Available Items pane: Conditions area"

The table below describes options on the Available Items toolbar.

Button Description
This graphic is described in surrounding text.
Use this button to add the item currently selected in the Available Items pane to the worksheet.
This graphic is described in surrounding text.
Use this button to remove the item currently selected in the Available Items pane from the worksheet.
This graphic is described in surrounding text.
Use this button to display the New Total dialog, which enables you to create a new total item on the worksheet.
This graphic is described in surrounding text.
Use this button to display the New Percentage dialog, which enables you to create a new percentage item on the worksheet.
This graphic is described in surrounding text.
Use this button to display the New Calculation dialog, which enables you to create a new calculation item on the worksheet.
This graphic is described in surrounding text.
Use this button to display the New Condition dialog, which enables you to create a new condition to apply to the worksheet
This graphic is described in surrounding text.
Use this button to edit the item currently selected in the Available Items pane. This button is grayed out for read-only items created by the Discoverer manager.
This graphic is described in surrounding text.
Use this button to display the Show Condition dialog, which enables you to view details of the currently selected condition. This item is active for read-only conditions created by the Discoverer manager. You cannot edit or delete conditions created by the Discoverer manager.
This graphic is described in surrounding text.
Use this button to delete the currently selected item (only active when you select a worksheet item that you own). This button is grayed out for read-only and mandatory items created by the Discoverer manager.


Available Items pane: Calculations tab

Use this tab to see the calculations, percentages, and totals available for use in the worksheet, and to create and edit calculations, percentages, and totals. For example, you might want to add an existing calculation to the worksheet. For more information about options on the Available Items toolbar, see "Available Items pane".

For more information, see:

"Using calculations"

" Using percentages"

"Using totals"

"About Discoverer's drag and drop features"

List

Use this drop down list to select the type of calculations to display in the <Items list> below, as follows:

<Items list>

Use this list to see the calculations, percentages, and totals available for use in the worksheet, and to add and to remove calculations, percentages, and totals to and from the worksheet.

Click the plus (+) and minus (-) buttons next to a calculation category (e.g. My Calculations, My Percentages, My Totals) to expand and collapse the category.

The categories prefixed with 'My...' contain worksheet items that you own and that you can edit and delete. Categories prefixed with the business area name are read-only items created by the Discoverer manager that you can use but not edit or delete.

To add a calculation to the worksheet, do one of the following:

To edit or remove a calculation, do one of the following:

To select more than one item at a time, hold down the control key (Ctrl) when you select items. Items currently displayed on the worksheet are marked with a tick symbol (or check mark).

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".


Available Items pane: Conditions area

Use this tab to see the conditions available for use in the worksheet, to edit conditions, and to apply conditions to the worksheet. For example, you might want to apply an existing condition to the worksheet to display only sales figures for a particular city (e.g. New York). For more information about options on the Available Items toolbar, see "Available Items pane".

For more information, see:

"What are conditions?"

"About Discoverer's drag and drop features"

List

Use this drop down list to select the type of conditions to display in the <Items list> below, as follows:

<Items list>

Use this list to see the conditions available for use in the worksheet, to apply conditions to the worksheet, and to remove conditions from the worksheet.

Click the plus (+) and minus (-) buttons next to a condition category (e.g. My Conditions) to expand and collapse the category.

The categories prefixed with 'My...' contain worksheet items that you own and that you can edit and delete. Categories prefixed with the business area name are read-only items created by the Discoverer manager that you can use but not edit or delete.

To apply a condition to the worksheet, do one of the following:

To select more than one condition at a time, hold down the control key (Ctrl) when you select items. Conditions currently applied to the worksheet are marked with a tick symbol (or check mark).

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".


Available Items pane: Items tab

Use this tab to see items in the current business area and see which items are selected or not selected in the current worksheet. You can also add items to the currently displayed worksheet. For more information about options on the Available Items toolbar, see "Available Items pane". For more information, see:

"What are items?"

"About Discoverer's drag and drop features"

List

Use this drop down list to select a different business area (for more information about business areas, see "What are business areas?"). This drop down list is only active when you have access to more than one business area.

Hint: If you cannot see the business area that you want to analyze, make sure that you selected the correct connection when you started Discoverer Plus Relational. If necessary, exit Discoverer Plus Relational and re-start Discoverer Plus Relational using a different connection that has access to the business area you want to analyze.

<Flashlight button>

Click the flashlight button next to the List field to display the "Find dialog (in Item Navigator)", which enables you to search any business area for items that you want to add to the worksheet.

<Items list>

Use this list to see the items available for use in the worksheet, and to add and remove items to and from the worksheet. You can also use options on the Available Items toolbar to create new items (e.g. new calculations or conditions) and edit existing items. For more information about options on the Available Items toolbar, see "Available Items pane".

Hint: To locate an item quickly when the focus is on the <Items list>, type the first letter of the item or folder that you want to locate. The next item or folder beginning with the typed letter is highlighted. For example, type 'r' to locate the Region item.

Click the plus (+) and minus (-) buttons next to folders and items to expand and collapse them.

To add an item to the worksheet, do one of the following:

To edit or remove an item, do one of the following:

To select more than one item at a time, hold down the control key (Ctrl) when you select items. Items currently displayed on the worksheet are marked with a tick symbol (or check mark).

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".


Band by Rank dialog

Use this dialog to create a band by rank calculation. A band by rank calculation creates a number of bands (e.g. quartiles) and places each value into one of the bands according to its ranked list position. In other words, each band contains the same number of values. For example, if you have 1000 values you might want to create four bands (i.e. quartiles), each containing 250 values.

Note: If you want to analyze the distribution of values, you might want to use a band by value calculation instead (for more information, see "Band by Value dialog").

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Banding function examples"

Number of bands

Use this field to enter the number of bands into which you want to assign values. For example, type 4 to assign values into quartiles.

Rank based on

Use this drop down list to choose the item for which want to calculate the rank. For example, to calculate the relative position of sales outlets based on sales, you might choose Sales SUM.

Use the adjacent drop down list to specify the ranking order. For example, you might choose Highest Value Ranked 1 if you want sales outlets with the highest sales to be in band 1.

Then rank based on

Use this drop down list to choose an item for which you want to calculate a secondary rank, which is used to determine the rank when two values have the same primary rank (i.e. based on the item specified in the Rank based on field).

Use the adjacent drop down list to specify the ranking order. For example, you might choose Lowest Value Ranked 1 if you want sales outlets with the highest sales and the lowest costs to have the highest ranked list positions.

Restart banding at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, if you want quartiles for each year, you might choose Calendar Year. In other words, if you have Sales SUM values spanning two years, you will have four bands for each year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".


Band by Value dialog

Use this dialog to create a band by value calculation. A band by value calculation creates a number of bands (sometimes referred to as buckets) and places each value into one of the bands according to the value. In other words, each band can contain a different number of values. For example, you might want to know how sales values are distributed over bands $0 to $49, $50 to $99, $100 to $150.

This type of analysis is sometimes referred to as frequency distribution.

Note: If you want to create bands containing an equal number of values (e.g. quartiles), you might want to use a band by rank calculation instead (for more information, see "Band by Rank dialog").

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Banding function examples"

Number of bands

Use this field to enter the number of bands into which you want to assign values. For example, type 4 to assign values into four bands.

Note: The range of each band is calculated as the maximum value in the group minus the minimum value in the group divided by the number of bands.

You can override the default maximum and minimum values using the Highest value and Lowest value fields.

Band values of

Use this drop down list to specify which worksheet values you want to put into bands. For example, choose Sales SUM to divide sales totals into a number of bands.

Use the adjacent drop down list to specify the banding order. For example, you might choose Highest Value in Band 1 if you want stores with the highest sales to be in band 1.

Lowest value

Use this field to specify a minimum value that is different from the minimum value in the group. You must clear the Use minimum value check box to activate the Lowest value field.

For example, you might have a wide range of sales figure with a minimum value that is exceptionally low. You might want to exclude the exceptionally low value from the lowest band.

If you select the Use minimum value check box, Discoverer specifies the minimum value for you.

Highest value

Use this field to specify a maximum value that is different from the maximum value in the group. You must clear the Use maximum value check box to activate the Highest value field.

For example, you might have a wide range of sales figures with a maximum value that is exceptionally high. You might want to exclude the exceptionally high value from the highest band.

If you select the Use maximum value check box, Discoverer specifies the maximum value for you.

Restart banding at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to analyze the distribution of sales across each year, you might choose Calendar Year. In other words, if you have Sales SUM values spanning two years, you will have a set of bands for each year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".


Calendar dialog

Use this dialog to specify a date value or values. For example, to analyze sales on a particular day you might use this dialog to specify the day for a worksheet parameter.

Alternatively, you can close this dialog and type a date directly into the date field, or manually edit an existing date in the date field.

<Year area>

Use this area to select a year.

<Month area>

Use this area to select a month.

<Date area>

Use this area to select a date (or a set of dates).

Notes


Choose a responsibility dialog

Use this dialog to choose which responsibility you want to connect as when you connect to Discoverer as an Oracle Applications user. Discoverer displays this dialog when the Oracle Applications username that you are using has more than one responsibility assigned to it.

For more information, see:

"What are Oracle Applications?"

You can connect as any of the following responsibilities. Please choose one.

Use this list to select the responsibility that you want to connect as.

Notes


Color Chooser dialog

Use this dialog to create a custom color to use in the worksheet that you are editing. For example, you might want to use a color that is not part of the default set of colors available in Discoverer.

Custom colors that you create are available to all worksheets in the current workbook, and are displayed on the Custom Colors pane on the "Color Palette Editor dialog".

You create a custom color in one of the following ways:

For more information, see:

"Color Palette Editor dialog"

Color Selector

Use this pane to select a color by to placing the X marker in an area of the color spectrum. You can also change the brilliance and hue of a color by dragging the arrow up and down the color bar to the right of the Color Selector pane.

Original Color

This pane displays the original color of the selected color button. Click this pane to revert to the original color.

Selected Color

This pane displays the selected color, as specified in the Color Selector pane, HTML Hex field, or RGB settings.

HTML Hex

Use this field to view or enter the hexadecimal value of a color. For example, #C0C0C0 is the hexadecimal value for the color Silver.

Note: Silver is one of the 16 colors in the basic Windows VGA color palette.

Hint: Hexademimal color numbers must be prefixed with the hash symbol (#).

Refer to any HTML reference manual for more information about hexadecimal color values.

R,G,B

Use these fields to view or enter the red (R), green (G), and blue (B) values of a color. For example, 255, 255, 255 is the RGB value for the color white.

Refer to any HTML reference manual for more information about RGB color values.

Hue

Use this field to specify a color hue (or shade) value. For example, you might want to make a dark blue color warmer (e.g. to a purple shade) or cooler (e.g. to a light blue shade). You can also change the brilliance and hue of a color by dragging the arrow up and down the color bar to the right of the Color Selector pane.

Sat

Use this field to specify a color saturation (or intensity) percentage value.

Bri

Use this field to specify a color brilliance (or brightness) percentage value. You can also change the brilliance and hue of a color by dragging the arrow up and down the color bar to the right of the Color Selector pane.


Color Palette Editor dialog

Use this dialog to select a color for the worksheet component that you are editing. For example, you might want to select the text color for a worksheet item.

For more information, see:

"How to change the format of worksheet items"


This dialog is also displayed as:
Plot Area Color dialog
Series Color dialog

Available Colors

Use this pane to select a color from the default set of colors available in Discoverer. To select a color, click once on a color button and click OK.

Custom Colors

Use this pane to select a custom color that you might have created by clicking Edit Custom Color. To select a custom color, click once on a color button and click OK. To create a new custom color, select a color button and click Edit Custom Color to display the "Color Chooser dialog".

Edit Custom Color

Use this button to display the "Color Chooser dialog", which enables you create a custom color.

This button is only active if you have first selected one of the buttons in the Custom Colors pane above.

Transparent

Use this button to remove the graph's current plot area color and make the plot area transparent.

Note: This button is only available when you edit the color of the plot area on a graph (i.e. on the Plot Area Color dialog).

Notes


Choose Worksheet dialog

Use this dialog to choose a worksheet to display to when you are creating a drill link to a worksheet. For example, if you want to create a drill link from a worksheet item to a worksheet called Sales Details, you use this dialog to select the Sales Details worksheet.

For more information, see:

"What are worksheets?"

"About user defined drill links"

View

Use this list to specify the type of workbooks you want to display in the Workbooks list. For example, you might choose My Workbooks to display only workbooks owned by the database user that you are logged in as.

<View as button>

Use this drop down list to select how to view the Workbooks list. For example, you might choose the User Tree option to display workbooks grouped by database user.

Name contains

Use this field to restrict the Workbooks list to those workbooks with names that contain the character(s) that you specify. For example, enter 'January' to display only those workbooks with names that contain January in the Workbooks list.

Clear

Use this button to clear any text in the Name contains field and display the names of all workbooks in the Workbooks list.

Workbooks

Use this list to select the workbook and worksheet that you want to display when a drill link is selected. First select a workbook (represented by a book icon). To display worksheets in a workbook, click the + icon next to the workbook. Select a worksheet in a workbook to create a drill link to that worksheet.

Hint: Click on a column name to sort the Workbooks list on that column. Click on the arrow in a column name to reverse the sort order. You can also re-position and re-size the columns.

Description

This field displays additional information about the workbook, which was entered using the "Workbook Properties dialog". Use this information to help you decide which workbook you want to analyze. This area is blank if no description is available.

Hint: To add or edit the description, update the workbook's properties (for more information, see "How to view and update a workbook's properties").

Select

Use this button to create a drill link to the worksheet currently selected in the Workbooks list.


Column Width dialog

Use this dialog to specify the column width of the currently selected worksheet item in centimetres, inches, or pixels. For example, you might want to reduce the width of a column to fit a worksheet onto a printed page.

If the content of a column is too wide to fit in the specified width, Discoverer does the following:

Auto size

Use this check box if you want Discoverer to set the column width for you (typically using the width of the largest column heading or cell value).

Hint: To select auto size for multiple worksheet items, select the items in the worksheet data area and choose Format | Columns | Autosize.

Column Width

Use these fields to specify the width of the currently selected column in either pixels, centimetres, or inches. For example, you might want the column to be 90 pixels wide. These fields are only active when the Auto size check box is cleared.

Notes


Conditional Formats dialog

Use this dialog to manage conditional formats and stoplight formats. For example, you might want to activate a conditional format that highlights costs that are greater than 100,000.

For more information, see:

"What is a stoplight format?"

"What is a conditional format?"

"About managing conditional formatting"

"Examples of conditional formatting"

List formats for

Use this list to specify the conditional formats you want to show in the <Conditional formats list>. For example, you might want to show only active conditional formats and stoplight formats.

<Conditional formats list>

Use this list to see the existing conditional formats and stoplight formats that are available, and to select and edit formats.

Hint: Use the check box in the Active column to activate and deactivate a format. You cannot have an active conditional format and an active stoplight format on the same worksheet item at the same time.

Note: A red cross symbol is displayed next to a conditional format if it conflicts with another active conditional format. To resolve the conflict, either deactivate or delete one of the format that have a red cross next to them (for more information, see "About managing conditional formatting").

New Conditional Format

Use this button to display the "New Conditional Format dialog", which enables you to create a new conditional format to highlight worksheet values.

New Stoplight Format

Use this button to display the "New Stoplight Format dialog", which enables you to create a new stoplight format to categorize worksheet values.

Edit Format

Use this button to display either the Edit Conditional Format dialog or the Edit Stoplight Format dialog, which enable you to edit the currently selected format in the <Conditional formats list>.

Delete Format

Use this button to remove the currently selected format in the <Conditional formats list> from the worksheet.

Edit Stoplight Colors

Use this button to display the "Stoplight colors dialog", which enables you to change the default color of unacceptable, acceptable, and desirable values for new and existing stoplight formats in the current worksheet.

Description

This field displays additional information about the format. Use this information to help you decide which format you want to use. The default description is the condition part of the exception format syntax (e.g. Profit SUM > 10,000).


Confirm Threshold dialog

Use this dialog to resolve overlaps in stoplight format categories that you are trying to create. For example, if you enter the same value in both the Unacceptable and the Desirable fields, Discoverer uses this dialog to prompt you to specify a threshold for the Desirable category.

For more information, see:

"What is a stoplight format?"

"Notes on using conditional formats and stoplight formats"

Desirable Values are

Use these radio buttons to choose which threshold (or limit) you want to specify for the desirable category. For example, if you enter the 5000 in both the Unacceptable and the Desirable fields, you are prompted to specify whether Desirable values are greater than 5000 or less than 5000.


Data Format dialog (Default Options)

Use this tab to change the default text style for new worksheet items.

Note: Changing the default text style does not change the text style for existing worksheet items. Choose Format | Item Formats to change the format of existing worksheet items.

For more information, see:

"About Discoverer worksheet types"

Font

Use this drop down list to specify a text font.

Size

Use this drop down list to specify a font size.

Style

Use this drop down list to specify a font style (for example bold, italic, underlined, or sans-serif).

Color

Text

Use this color pane to specify a color for the item text.

Alignment

Use these buttons to set the horizontal text alignment (where applicable).

Actual font size

Use this check box to display text in the example area in the font size and style selected.


Data/graph pane

Use this pane to edit the worksheet and graph (if displayed). For example, you might want to rearrange worksheet items, sort worksheet items, or create a worksheet title.

For more information, see:

"Getting started"

"Analyzing data"

"Sharing results with others"

"About editing worksheets"

"About Discoverer's drag and drop features"

You can edit the worksheet as follows:


Delete Scheduled Workbook Results dialog

Use this dialog to see which scheduled workbook results sets will be removed permanently from the database. These scheduled workbook results sets are produced when scheduled workbooks are processed, according to the schedule defined. For example, a daily report is produced once per day.

For more information, see:

"What are scheduled workbooks?"

"About how scheduled workbooks are processed"

The scheduled workbook results below will be deleted:

Use this list to look at which workbook results will be deleted, and the date and time that the workbook results will be deleted.

Don't show this window again, and delete results automatically on exit.

Use this check box when you want Discoverer to delete expired workbook results automatically without displaying this dialog.

Notes


Delete Workbooks from Database dialog

Use this dialog to remove workbooks that you no longer need. You cannot undo this procedure to retrieve deleted workbooks. Before removing workbooks, check that workbooks are not being used by other Discoverer users.

For more information, see:

"What are workbooks?"

Choose workbooks to delete

Use this list to specify which workbooks to delete.

Delete

Use this button to remove the selected workbooks permanently from the Discoverer database.

Notes


Difference dialog

Use this dialog to create a difference calculation. A difference calculation typically calculates the change in values across time. For example, you might want to calculate the change in sales from the previous month.

This type of analysis is sometimes referred to as LAG/LEAD analysis.

Note: If you want to calculate the change in value over time as a percentage, use the Percent Difference calculation (for more information, see "Percent Difference dialog").

For more information, see:

"What are analytic functions?"

"Examples of using row-based and time-based intervals"

"How to create a new calculation using an analytic function template"

"LAG/LEAD function examples"

Compare values of

Use this drop down list to choose which item you want to analyze. For example, you might choose Sales SUM to calculate the change in sales totals over time.

Preceding value

Use this drop down list to specify the number of rows or the number of time periods in which you want to compare the values. For example, you might choose '3' to calculate the difference in sales compared to three months previously.

Use the adjacent drop down list to choose a row-based interval or a time-based interval. For example, you might choose 'Months Before Current Value' to compare sales values with earlier sales values.

Hint: If you have time-based data, use time-based groups (e.g. Days/Weeks/Months Before Current Value). If you do not have time-based data, use row-based groups (e.g. Rows Before Current Value). For more information about types of group, see "About windowing".

For examples of specifying row-based and time-based intervals, see "Examples of using row-based and time-based intervals".

Order rows by

Use this drop down list to specify how to order the worksheet values. For example, you might choose Calendar Month to compare sales with the previous months sales.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Hint: If you have specified a time-based group in the Preceding value drop down list, specify a time-based item (e.g. Calendar Month) in the Order rows by field.

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose City to sort values on city within month. Then use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Note: This drop down list is only enabled if you specified a row-based group in the Preceding value drop down list. This drop down list is only disabled if you specified a time-based group in the Preceding value drop down list.

Restart calculation at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate the difference in Sales SUM values within year, you might choose Calendar Year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Drill dialog

Use this dialog to drill from anywhere in the current worksheet to one of the following:

For more information, see:

"About drilling in Discoverer worksheets"

Where do you want to drill from?

Use this drop down list to select the worksheet item that you want to drill from. For example, if you want to drill down from year to month, you might select an item called Year.

Where do you want to drill to?

Use this drop down list to select the type of drill you want to do. Use this drop down list as follows:

<List of drill targets>

Use this list to select the target item, folder, or link you want to drill to. For example, if you select Drill Up/Down in the Where do you want to drill to? field, you might select Month to drill down to monthly sales data.

Show Advanced/Hide Advanced

Use this button to display or hide the advanced drill options.

Expand sheet to include new item

Use this radio button to add the drilled item to the worksheet. For example, if you want to drill from Year to Month, select this option to add the Month item to the worksheet.

Replace current item

Use this radio button to remove the currently selected item from the worksheet and display the drilled item instead. For example, if you drill from Year to Month, select this option to remove the Year item from the worksheet and display the Month item instead.

Place drill results in a new sheet

Use this check box when you want Discoverer to create a new worksheet to display the results of the drill.


Edit Calculation dialog

Use this dialog to change the way that the currently selected calculation item behaves. For example, to changes its name, description, or formula.

For more information, see:

"What are calculations?"

"Simple calculation examples"

"Oracle analytic function examples"

What do you want to name this calculation?

Use this field to enter a descriptive name for the calculation item. This name is displayed in calculation lists and on worksheets as the column header of the calculation results column. If you leave this box blank, Discoverer creates a default name for you.

Show

Use this drop down list to display calculations, functions, items and parameters that you can use to build a calculation. To include items in the calculation, paste them into the Calculation field.

Use the Show list options as follows:

Paste

Use this button to the add the item currently selected in the Show list to the Calculation. The item is copied into the Calculation field.

Calculation

Use this field to enter the calculation details (for calculation examples, see "Discoverer calculation examples").

Note: When you add text to this field using the Paste button or a template, the text is appended to any existing text in the Calculation field, unless text in the Calculation field is selected.

To create a calculation, you one or more of the following methods:

Insert Formula from Template

Use this button to display a pop-up list of templates that you can use to build analytic functions. For example, choose Rank to display an easy-to-use Rank template that helps you create a ranked list position calculation. For more information about templates available, see "What analytic function templates are available in Discoverer?". When you use a template, the formula that you create is appended to any existing text in the Calculation field, unless text in the Calculation field is selected.

Operator buttons [+] [-] [x] [/] [%] [(] [)] [||]

Use these buttons to add operators to the calculation. Operators are copied into the Calculation field.

Note: When you use arithmetic expressions in a calculation, the multiply and divide operators are executed first, regardless of their position in the calculation. If you have more than one operator of the same precedence, they are evaluated from left to right.

For example, the calculation Price – Discount * Quantity is evaluated as Discount*Quantity subtracted from Price. If you use parentheses around the subtraction expression (Price – Discount), the subtraction is executed before the multiplication.

OK

Use this button to validate and save the calculation, as follows:

Notes


Edit Condition dialog

Use this dialog to change the way that the currently selected condition item behaves. For example, you might want to change its name, description, or the way that it filters data in the worksheet.

For more information, see:

"What are conditions?"

"About using conditions"

What would you like to name your condition?

Use this field to enter a descriptive name for the condition item. This name is displayed in the condition list on the Conditions dialog.

Generate name automatically?

Use this check box if you want Discoverer to create a default name for you. The default name is based on the condition syntax.

What description would you like to give your condition?

Use this field to enter a brief description for the new condition. This description is displayed in the description box on the Conditions dialog and helps workbook users choose which condition they want to use.

Formula

This area is where you build the condition. The condition can contain one or more condition statements.

Item

Use this drop down list to filter the worksheet by selecting an item to match against. For example, to filter information about people whose salary is more than $30,000, you might choose an item called 'Salary' here.

You can also choose from the following options:

Condition

This drop down list displays a list of logical operators that you can use to match against the Item selected. For example, to filter information about people who earn more than $30,000, you might choose the 'greater than' operator (>) here.

For more information on logical operators available, see Notes below.

Values

Use this field to enter (or select from the drop down list) one or more values that you want to use to match against the selected Item. For example, if you want filter information about people who earn more than $30,000, enter 30,000 here.

You can also choose from the following options:

Note: You can enter up to 254 values in this field. If you want to enter more than 254 values in the condition, click Advanced and use the OR option to add a new condition statement line for the extra values.

Hint: If you are entering a percentage value, enter the decimal value of the percentage. For example, enter '.5' for 50% (for more information, see Notes below).

Case sensitive

Use this check box to make the condition case sensitive when matching against text data. For example, if turned on, the value 'New York' would not find details containing 'NEW YORK'. If turned off, the value 'New York' would find details containing 'NEW YORK' and 'new york'.

Advanced

Use this button to expand the dialog box enabling you to apply multiple condition statements to an item. The expanded dialog displays New Item, And, Or, Delete and Undo buttons. A Group column is also added to the Formula box (see Group below).

Expanded Advanced options

New Item

Use this button to add a new condition statement line to the condition. By default, new condition statement lines are grouped with the logical AND operator. In other words, the data must satisfy both condition statements to be filtered in the worksheet (see Group below).

And

Use this button to add a new condition statement line to the condition and group it with the previous condition statement line with a logical AND operator. Using 'AND' narrows a search to display only items that match all criteria. For example, with two condition statements, data must match condition statement one and condition statement two.

Or

Use this button to add a new condition statement line to the condition and group it with the previous condition statement line with a logical OR operator. Using 'OR' widens a search to display items that match any of the criteria. For example, with two condition statements, data must match either condition statement one or condition statement two. (In SQL terms, this is an inclusive OR clause.)

Delete

Use this button to remove the currently selected condition statement line from the condition.

Undo

Use this button to retrieve the deleted condition details if you delete a condition statement line from the condition and then change your mind.

Group

AND

Use this button to change the Group operator to a logical 'AND'. You must have the current Group item selected. Using 'AND' narrows a search to display only items that match all criteria in the group.

OR

Use this button to change the Group operator to a logical 'OR'. You must have the current Group item selected. Using 'OR' widens a search to display items that match any of the criteria in the group.

NOT AND

Use this button to change the Group operator to a logical 'NOT AND' operator.

NOT OR

Use this button to change the Group operator to a logical 'NOT OR' operator.

Notes


Edit Graph dialog: Font dialog tab

Use this tab to change the text styles on a graph. For example, you might want to specify a different font for the graph title or axis title.

Note: The fields that you use to specify font details depend on the graph type selected.

For more information, see:

"About components of a Discoverer graph"

Font

Use this drop down list to specify a text font.

Size

Use this drop down list to specify a font size.

Style

Use this drop down list to specify a font style (for example bold, italic, underlined, or sans-serif).

Color

Use this button to display a color pane that enables you to change the color of the item.

Text

Use this color pane to specify a color for the item text.

Alignment

Use these buttons to set the horizontal text alignment (where applicable).

Show Actual font size

Use this check box to display text in the example area in the font size and style selected.

Orientation

Use the orientation buttons to rotate axis tick labels or axis titles to the best position. For example:

Note: This option is not available for the X-axis title or the legend.


Edit Graph dialog: Legend tab

Use this dialog to control the appearance of the graph legend. The graph legend (sometimes called a key) explains how worksheet data is represented on a graph. For example, you might want to display a legend to explain which colors represent which worksheet items plotted on a graph.


This dialog is also displayed as:
Edit Graph dialog: Legend page

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

Note: The graph type that you have selected determines which fields are displayed. Not all fields might be described on this help page.

Show Legend

Use this check box to display or hide the legend. This check box controls how the legend is displayed on screen and when the graph is printed or exported.

Location

Use this drop down list to change the position of the legend (e.g. above the graph or to the right of the graph). Select 'Automatic' if you want Discoverer to choose the best legend position for you.

Border color

Use this button to display or hide a color pane that enables you to change the color of the box surrounding the legend.

Background color

Use this button to display or hide a color pane that enables you to change the background color of the legend.

Legend Font

Use this button to display the "Edit Graph dialog: Font dialog tab", which enables you to change the font style of the legend.


Edit Graph dialog: Pie Chart Options tab (column)

Use this dialog to specify which data column you want to plot when you create a Pie Chart. For example, if the worksheet has the columns: Year, Sales, and Costs, you need to specify whether to plot Sales or Costs values.


This dialog is also displayed as:
Edit Graph dialog: Pie Chart Options page (column)

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

"Notes about creating pie graphs" to see an example worksheet configuration and chart.

Which column would you like to graph?

Use this list to specify which worksheet column you want to represent on the pie chart.

For example, you might have a Crosstab worksheet with Region on the left axis and Profit SUM by Year on the top axis. If you select 'Columns' from the Graph series by: options on the "Edit Graph dialog: Titles, Totals, and Series tab", you might be able to select from Year options 2002, or 2003.

For more information about pie charts, see"Notes about creating pie graphs".


Edit Graph dialog: Pie Chart Options tab (row)

Use this dialog to specify which data column you want to plot when you create a Pie Chart. For example, if the worksheet has the rows: 1998, 1999, and 2000, you need to specify which of these you want to represent on the graph.


This dialog is also displayed as:
Edit Graph dialog: Pie Chart Options page (row)

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

"Notes about creating pie graphs" to see an example worksheet configuration and pie chart.

Which row would you like to graph?

Use this list to specify which worksheet row you want to represent on the pie chart. For example, you might have a Crosstab worksheet with Region on the left axis and Profit SUM by Year on the top axis. If you select 'Rows' from the Graph series by: options on the "Edit Graph dialog: Titles, Totals, and Series tab", you might be able to select from Region options Central, East, or West.

For more information about pie charts, see"Notes about creating pie graphs".


Edit Graph dialog: Plot Area tab

Use this dialog to specify how worksheet items are plotted on a graph. For example, you might want to set the background color of a graph, or specify the color of bars on a Bar graph.

Note: The fields that you use to specify a graph depend on the graph type selected.


This dialog is also displayed as:
Edit Graph dialog: Plot Area page

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

Note: The graph type that you have selected determines which fields are displayed. Not all fields might be described on this help page.

Background color

Use this button to display or hide a color pane that enables you to change the background color of the plot area.

Border color

Use this button to display or hide a color pane that enables you to change the color of the box surrounding the graph.

Show horizontal grid lines

Use this check box to display or hide horizontal grid lines on the data plotting area of the graph. Horizontal grid lines enable you to compare graph values more accurately. When you select this check box, the adjacent drop down list and Color button become active, which enable you to change the line thickness and color of the line.

Note: You cannot change the line thickness of Polar graphs.

Show vertical grid lines

Use this check box to display or hide vertical grid lines on the data plotting area of the graph. Vertical grid lines enable you to compare graph values more accurately. When you select this check box, the adjacent drop down list and Color button become active, which enable you to change the line thickness and color of the line.

Note: You cannot change the line thickness of Polar graphs.

Show data label on <graph item>

Use this check box to display or hide data value labels on a graph. For example, you might want to display data values above the bars on a Bar graph. When you select this check box, the Options button becomes active, which enables you to change the label position and font style.

Note: This field is grayed out on 3D (i.e. three dimensional) graph types (e.g. Cube and Surface graph types).

Show data tips when mouse is over <graph item>

Use this check box to display or hide pop-up labels when the cursor is pointing at areas of the graph. Pop-up labels make it easier to identify areas of the graph. When you select this check box, the Options button becomes active, which enables you to change the label settings. For example, you might want to display the series name (e.g. Sales SUM) and the value (e.g. 30,000) when you move the cursor over plotted values.

Show data markers on the line

Use this check box to display or hide marker shapes (e.g. circle, square, triangle) on the graph to identify which worksheet items relate to which line.

Note: This check box is only displayed for Line and Pareto graphs.

Select options for the series displayed on your graph

Use this table to specify how worksheet items are displayed on the graph.

Notes


Edit Graph dialog: Style tab

Use this dialog to change the default style for the graph, which applies a predefined set of color tones and text styles to the graph. For example, graph styles available include Autumn, Financial, Executive, Black and White. Graph styles enable you to apply a consistent look and feel to graphs.


This dialog is also displayed as:
Edit Graph dialog: Graph Style page

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

Style

Use this drop down list to choose the graph style that you want to use (e.g. Autumn, Financial).

Sample

This area shows you how the graph will look when the selected graph style is applied.

Gradient Effect

Use this check box to enhance the graph by varying the color shades. For example, you might want a blue bar on a bar graph to be shaded gradually from light blue to dark blue.

3-D Effect

Use this check box to create a three-dimensional (3-D) version of the selected graph style.

Most graph sub-types have a three-dimensional effect that you can switch on and off as required (using the 3D-Effect check box on the Graph Styles dialog).

Note: 3D-Effect should not be confused with three-dimensional graphs, such as 3D-Cube and Surface, which are used to represent multi-dimensional data.


Edit Graph dialog: Titles, Totals, and Series tab

Use this dialog to configure a graph. For example, you might want to change a graph title or graph title font.

Note: The fields that you use to specify a graph depend on the graph type selected.


This dialog is also displayed as:
Edit Graph dialog: Titles, Totals, and Series page

For more information, see:

"About components of a Discoverer graph"

Show title

Use this check box to display or hide the graph title defined in the field below. By default, the title is displayed above the graph.

Insert

Use this button to add report information derived from dynamic values to the graph title (e.g. workbook name, current date, current time). These dynamic values are updated automatically when you display, print, or export a graph.

Title Font

Use this button to display the "Edit Graph dialog: Font dialog tab", which enables you to change the font style of the graph title.

What would you like to display in your graph?

Use these radio buttons to specify what data to include on the graph.

Show null values as zero

Use this check box to display null values (or empty data values) as zeros.

Graph series by (not Pie Chart style)

Use these radio buttons to specify which items to put on the X-axis of a graph.

Graph series by (Pie Chart graph style)

Use these radio buttons to specify which items to put on the X-axis of a Pie Chart (for more information about how to plot rows and columns in a Pie Chart, see "Notes about creating pie graphs").

Pie Chart Options

Use this button to display the "Edit Graph dialog: Pie Chart Options tab (column)" or "Edit Graph dialog: Pie Chart Options tab (row)", which enable you to change which item you use as the graph series.


Edit Graph dialog: Type tab

Use this dialog to choose what type of graph you want to create. For example, graph types available include pie charts, bar graphs, and line graphs.


This dialog is also displayed as:
Edit Graph dialog: Graph Type page

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

Note: The graph type that you have selected determines which fields are displayed. Not all fields might be described on this help page.

Graph type

Use this list to choose a graph type (or category). The Graph Subtype pane opposite displays graph styles of this type that you can choose from.

Graph Subtype

Use this area to choose a graph style from the sub-types available.

Description

This area gives hints and tips on using the selected graph style.

Notes


Edit Graph dialog: X-Axis tab

Use this dialog to configure the X-axis (i.e. the horizontal axis) of a graph. For example, you might want to specify a title for the X-axis.

Note: The fields that you use to specify a graph depend on the graph type selected.


This dialog is also displayed as:
Edit Graph dialog: X-Axis page

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

Note: The graph type that you have selected determines which fields are displayed. Not all fields might be described on this help page.

Show X-Axis title

Use this check box to display or hide the X-axis title defined in the field below. By default, the title is displayed below the X-axis.

<Title field>

Use this field to enter the title text for the axis.

Insert

Use this button to add report information derived from dynamic values to the X-axis title (e.g. workbook name, current date, current time). These dynamic values are updated automatically when you display, print, or export a graph.

X-Axis Title Font

Use this button to display the "Edit Graph dialog: Font dialog tab", which enables you to change the font style of the X-axis title.

Select options for line on the X-Axis

Select options for the labels displayed on the X-Axis

Use these radio buttons to specify how X-axis tick labels are displayed. Tick labels display graph scale information along the X and Y axes (e.g. 100, 200, 300).

For more information about X-axis tick labels, see "About components of a Discoverer graph".

Automatically skip labels to fit

Use this radio button when you want to display only tick labels that fit on the graph without overlapping other labels.

Start with tick mark

Use this field to specify where to start the tick mark labels from. For example, type 3 to start from the third tick label from the left.

Tick marks to skip between labels

Use this field when you want to leave a gap between each tick mark label. For example, type 2 to leave a gap of two tick marks between each tick mark label.

(Scatter/Bubble and Circular graphs only) Set the scale you would like to use on this axis

Use the following fields to change the scale of the X-axis.

(Scatter/Bubble and Circular graphs only) Logarithmic scale

Use this check box to change the default linear scale of the X-axis to a logarithmic scale. When you select this check box, the adjacent Base drop down list becomes active, which enables you to change the default logarithmic base value.

You might use a logarithmic scale when you have numeric data that is widely spaced and you want to maintain the visibility of the smaller values. For example, if you had data ranging in value from 10 to 100,000 and you use the default linear scale, smaller values might not register on the graph. If you changed to a logarithmic scale of base 10, the smaller values would register on the graph.

Note: The e value in the Base drop down list is equal to 2.71 (sometimes referred to as a natural logarithm).

(Scatter/Bubble and Circular graphs only) Reference Lines

Use this button to display the Reference Lines dialog, which enables you to define up to three lines on a graph to emphasize particular data values on a graph. For example, you might add a reference line show the target sales value, to emphasize which regions achieved a target. For an example of a reference line on a graph, see "About components of a Discoverer graph".

Note: Reference lines on an X-Axis are typically used on circular graphs.

X-Axis Label Font

Use this button to display the "Edit Graph dialog: Font dialog tab", which enables you to change the font style of the X-axis label.

Notes


Edit Graph dialog: Y-Axis tab

Use this dialog to configure the Y-axis (i.e. the vertical axis) of a graph. For example, you might want to specify a title for the Y-axis.


This dialog is also displayed as:
Edit Graph dialog: Y-Axis page
Edit Graph dialog: Y1-Axis page (on dual-Y type graphs)
Edit Graph dialog: Y2-Axis page (on dual-Y type graphs)

For more information, see:

"About using graphs in Discoverer"

"About components of a Discoverer graph"

Note: The graph type that you have selected determines which fields are displayed. Not all fields might be described on this help page.

Show Y1-Axis title

Use this check box to display or hide the Y-axis graph title defined in the box below. By default, the title is displayed to the left the Y-axis.

<Title field>

Use this field to enter the title text for the axis.

Insert

Use this button to add report information derived from dynamic values to the Y-axis title (e.g. workbook name, current date, current time). These dynamic values are updated automatically when you display, print, or export a graph.

Y1-axis Title Font

Use this button to display the "Edit Graph dialog: Font dialog tab", which enables you to change the font style of the Y-axis label.

Select options for line on the Y1-Axis

Set the scale you would like to use on this axis

Use the following fields to change the scale of the Y-axis.

Logarithmic scale

Use this check box to change the default linear scale of the X-axis to a logarithmic scale. When you select this check box, the adjacent Base drop down list becomes active, which enables you to change the default logarithmic base value.

You might use a logarithmic scale when you have numeric data that is widely spaced and you want to maintain the visibility of the smaller values. For example, if you had data ranging in value from 10 to 100,000 and you use the default linear scale, smaller values might not register on the graph. If you changed to a logarithmic scale of base 10, the smaller values would register on the graph.

Note: The e value in the Base drop down list is equal to 2.71 (sometimes referred to as a natural logarithm).

Reference Lines

Use this button to display the Reference Lines dialog, which enables you to define up to three lines on a graph to emphasize particular data values on a graph. For example, you might add a reference line show the target sales value, to emphasize which regions achieved a target. For an example of a reference line on a graph, see "About components of a Discoverer graph".

Y1-Axis Label Font

Use this button to display the "Edit Graph dialog: Font dialog tab", which enables you to change the font style of the Y-axis label.

Notes


Edit Heading dialog

Use this dialog to change the heading of the currently selected worksheet item. For example, you might want to change the item name '% incr' to a more user friendly 'Percentage Increase'.

For more information, see:

"About Discoverer worksheet types"

Heading

Use this field to enter a new name for the worksheet item. For example, you might want to change the heading '% incr' to 'Percentage Increase. The heading is displayed at the top of columns or to the left of rows to identify worksheet items.


Edit Parameter dialog

Use this dialog to change the way that the currently selected parameter item behaves. For example, you might want to changes the parameter's name, description, prompt, or default values.

For more information, see:

"What are parameters?"

"About using parameters"

What do you want to name this parameter?

Use this field to enter a descriptive name for the parameter. This name is displayed in the parameter list on the "Edit Parameter Values dialog". If you leave this field blank, Discoverer creates a default name for you.

This parameter is based on the item named

This read-only field displays the name of the item on which the parameter is based. If you want to create a parameter based on a different item, create a new parameter.

If this field displays <NONE> it can be used to provide input to a calculation. For example, <NONE> might be used in a parameter to enable worksheet users to enter a value to choose how much percentage increase they want to display on a worksheet.

What prompt do you want to show for this parameter?

Use this field to enter a question or instruction that tells users what information they need to enter when choosing a parameter value. This prompt is displayed on the "Edit Parameter Values dialog". For example, 'What year do you want to look at?', or 'Please choose a region'. If you leave this field blank, Discoverer creates a default prompt for you.

What description do you want to show for this parameter?

Use this field to enter a brief description of the parameter that tells users what the parameter is used for. This description is displayed on the "Edit Worksheet dialog: Parameters tab", and on the "Edit Parameter Values dialog".

Do you want to allow different parameter values for each worksheet?

Require users to enter a value

Use this check box to make users enter a parameter value before Discoverer will display the worksheet.

Enable users to select multiple values?

Use this check box if you want users to be able to choose more than one value to match against the item.

Note: Clear this check box if <NONE> is displayed in the This parameter is based on the item named field. If a Discoverer end user enters more than one parameter value, only the first parameter value is used.

Enable users to select either indexes or values

Use this check box to enable users to choose whether they want to display parameter values with indexes (e.g. (1) January, (2) February) or without (e.g. January, February) in the "Edit Parameter Values dialog".

Use this check box as follows:

Note: The Enable users to select either indexes or values check box is only available if indexes have been set up by the Discoverer manager.

For more information, see "About using indexes and values in parameters".

What default value do you want to give this parameter?

Use this field to enter a default value for the parameter on the Edit Parameter Values dialog. If users do not enter a value in the Edit Parameter Values dialog, the value that you enter here is used.

Use the <Index and Value> drop down list (where available) to display default parameter values with indexes (e.g. (010) January, (011) February) or without indexes (e.g. January, February). For more information about using the <Index and Value> drop down list, see the "Edit Parameter Values dialog".

Note: You determine whether or not the <Index and Value> drop down list is displayed here, using the Enable users to select either indexes or values check box.

Hint: For date items, click on the calendar icon to the right of the field to specify a date using the graphical "Calendar dialog". If no calendar icon is displayed, click the down arrow to the right of the field and choose Select From Calendar to display the "Calendar dialog".

Note: If Discoverer Plus end users use the word TODAY as the default value of a parameter (e.g. to convert to today's date using a DECODE statement in a calculation), they must surround the word in single quotes (i.e. 'TODAY'). If TODAY is not surrounded by single quotes, Discoverer interprets the word as a literal value and displays the error message:

- ORA-01858: a non-numeric character was found where a numeric was expected

Do you want to filter the list of values for this parameter?

Use these settings to create cascading parameters in a worksheet. For example, you might have a parameter for Region and a parameter for City. If an end user selects the East region as a parameter value, you might want the LOV for the City parameter to display only cities in the East region.

Notes


Edit Parameter Values dialog

Use this dialog to enter values for active worksheet parameters, which typically:

If you are printing a worksheet, you enter parameter values to limit or refine the data that you print.


This dialog is also displayed as:
Export Wizard dialog: Parameters page
Print Wizard dialog: Parameters page
Schedule Wizard dialog: Parameter Values page
Copy Scheduled Workbook dialog: Parameter Values tab
Edit Scheduled Workbook dialog: Parameter Values tab

For more information, see:

"What are parameters?"

"About using parameters"

Select values for the following parameters:

<Parameter list>

This area contains one or more fields into which you enter parameter values. Each field has a prompt (typically an instruction or question) telling you what value to enter. For example, if the prompt is 'Please choose a month', enter 'January' to analyze performance figures for January.

Mandatory parameters are indicated with an asterisk (*).

If a flashlight button is displayed next to a parameter field, click this button to display the "Select Value dialog", which enables you to search for and select the values that you want to use. For more information, see "Using lists of values (LOVs)".

Use the <Index and Value> drop down list (where available) to display default parameter values with indexes (e.g. (010) January, (011) February) or without indexes (e.g. January, February). For more information about using the <Index and Value> drop down list, see the "Edit Parameter Values dialog" and "About using indexes and values in parameters").

Note: You determine whether or not the <Index and Value> drop down list is displayed here, by using the Enable users to select either indexes or values check box in the "Edit Parameter dialog".

(optional) Next

This button enables you to display the next step in the Print Wizard, which is displayed when you print a workbook with more than worksheet with an active parameter. The Print Wizard enables you to specify parameter values for active parameters in a workbook. For example, if you print a workbook with three worksheets that have active parameters, the Print Wizard will have three steps, one step for each worksheet.

Notes


Edit Percentage dialog

Use this dialog to change the way that the currently selected percentage item behaves. For example, you might want to changes its name, description, or how it is calculated.

For more information, see:

"What are percentages?"

What do you want to name this percentage?

Use this field to enter a descriptive name for the percentage item. This name is displayed in percentage lists and on worksheets as the column header of the percentage item. If you leave this box blank, Discoverer creates a default name for you.

What data point do you want to base your percentage on?

Use this drop down list to select which item you want to base your percentage on. The list displays numeric items available in the worksheet.

Calculate as a percentage of:

Use these radio buttons to choose how the percentage is calculated.

Do you want to calculate percentages within each page?

Use these radio buttons to choose whether to calculate the percentage for each page, or for all pages.

Note: You only use these radio buttons if the worksheet has page items.

Example

This area shows you how your worksheet will look according to what options you specify.

Which totals do you want to be shown?

Use these options to specify how you want totals and sub totals to be displayed.

Show grand total and grand total percentage?

Use this check box to display a sum of all values and a sum of the percentages (specific to the Grand total for all values option).

Label

Use this field to define the grand total percentage label that will appear on the worksheet (if selected). To enter a different label, click the down arrow on the right of the field. To format the label, click the Format button and choose how you want the label to look on the worksheet.

Show subtotals and subtotal percentage

Use this check box to display a subtotal for values in the item group, and a percentage for the subgroup (specific to the Subtotal at each change in option).

Note: This field is only displayed when you add a total to a crosstab worksheet.

Label

Use this field to define the subtotal percentage label that will appear on the worksheet (if selected). To enter a different label, click the down arrow on the right of the field. To format the label, click the Format button and choose how you want the label to look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Data

Use this button to display the "Format Data dialog", where you change how the values look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Show the percentage of the grand total for each subtotal

Use this check box to display a subtotal as a percentage of the grand total.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Label

Use this field to define the grand total percentage label that will appear on the worksheet (if selected). To enter a different label, click the down arrow on the right of the field. To format the label, click the Format button and choose how you want the label to look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Data

Use this button to display the "Format Data dialog", where you change how the values look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.


Edit Text Area dialog

Use this dialog to edit the worksheet text that is displayed at the bottom of a worksheet. For example, you might want to display the date at the bottom of a worksheet. Or you might want to display custom help text for a worksheet in the worksheet text area.

Formatting options that you specify apply to new text that you enter in the Text field or text currently selected in the Text field.

Note: If you are editing default Discoverer options (i.e. you chose Tools | Options and displayed the Formats tab) you use this dialog to specify the default worksheet text for new worksheets.

For more information, see:

"About worksheet titles and text"

"How to create or edit worksheet titles or text"

"How to display or hide worksheet titles or text"

Font

Use this drop down list to specify a font for the text in the worksheet text area.

Size

Use this drop down list to specify a point size for the text in the worksheet text area.

Color

Use this color pane to specify a color for the text in the worksheet text area.

<Formatting buttons>

Use these buttons to change font style and text alignment options for the text in the worksheet text area. For example, use the B button to make text bold or use the U button to underline text.

Note: If you apply a format to a text variable, the format is applied to all characters in that text variable when the value is displayed on the worksheet. In other words, you cannot apply different formats to individual characters in a text variable

Background color

Use this color pane to specify a background color for the text in the worksheet text area. The background color that you specify applies to the whole text area.

Hint: Make sure that the background color is different to the text color.

Text

Use this field to enter the text that you want to appear at the bottom of the worksheet when you display the workbook on screen or print or export the worksheet. You can enter text and text variables up to a total maximum length of 1024 characters.

Note: The worksheet text displayed at runtime can be more than 1024 characters (e.g. if text variables are displayed).

Insert

Use this button to display a drop down list of text variables (e.g. date, time) that you can insert into the worksheet text area.

Hint: Before you insert a text variable, place the cursor inside the Text field in the position at which you want to insert the text variable.

The value of a text variable is updated when a worksheet is displayed, printed, or exported. In other words, if you display the &Time variable on a worksheet, the time value is updated each time the worksheet is displayed, printed, or exported. For example, if you insert the &Time variable into a worksheet text area, the worksheet text area might display '12.00.00 PM' if you print the worksheet at midday and '08.30.00 AM' if you print the worksheet at eight-thirty in the morning.

Notes


Edit Title dialog

Use this dialog to edit the worksheet title that is displayed at the top of a worksheet. For example, you might want to display the date at the top of a worksheet. Or you might want to display custom help text for a worksheet in the worksheet title area.

Formatting options that you specify apply to new text that you enter in the Title field or text currently selected in the Title field

Note: If you are editing default Discoverer options (i.e. you chose Tools | Options and displayed the Formats tab) you use this dialog to specify the default worksheet title for new worksheets.

For more information, see:

"About worksheet titles and text"

"How to create or edit worksheet titles or text"

"How to display or hide worksheet titles or text"

Font

Use this drop down list to specify a font for the text in the worksheet title area.

Size

Use this drop down list to specify a point size for the text in the worksheet title area.

Color

Use this color pane to specify a color for the text in the worksheet title area.

<Formatting buttons>

Use these buttons to change font style and text alignment options for the text in the worksheet title area. For example, use the B button to make text bold or use the U button to underline text.

Note: If you apply a format to a text variable, the format is applied to all characters in that text variable when the value is displayed on the worksheet. In other words, you cannot apply different formats to individual characters in a text variable

Background color

Use this color pane to specify a background color for the text in the worksheet title area. The background color that you specify applies to the whole title area.

Hint: Make sure that the background color is different to the text color.

Title

Use this field to enter the text that you want to appear at the top of the worksheet when you display the workbook on screen or print or export the worksheet. You can enter text and text variables up to a total maximum length of 1024 characters.

Note: The worksheet title displayed at runtime can be more than 1024 characters (e.g. if text variables are displayed).

Insert

Use this button to display a drop down list of text variables (e.g. date, time) that you can insert into the worksheet title area.

Hint: Before you insert a text variable, place the cursor inside the Title field in the position at which you want to insert the text variable.

The value of a text variable is updated when a worksheet is displayed, printed, or exported. In other words, if you display the &Time variable on a worksheet, the time value is updated each time the worksheet is displayed, printed, or exported. For example, if you insert the &Time variable into a worksheet title area, the worksheet title area might display '12.00.00 PM' if you print the worksheet at midday and '08.30.00 AM' if you print the worksheet at eight-thirty in the morning.

Notes


Edit Total dialog

Use this dialog to change the way that the currently selected total item behaves. For example, you might want to change its label, the type of total used, or how it is calculated.

For more information, see:

"What are totals?"

"About totals on worksheets"

"Examples of worksheet aggregation in Discoverer"

Which data point would you like to create a total on?

Use this drop down list to specify which items you want to create a total for. You can specify a particular item or choose all items.

What kind of total do you want?

Use this drop down list to specify what type of total you want.

Note: For more information about Sum and Cell Sum, see "About SUM and Cell SUM".

Where would you like your total to be shown?

Use these radio buttons to specify where to display the total.

Don't display total for a single row

Use this check box to not display a total for a single row, where the row and total would have the same value.

Note: This field is called Don't display total for single rows or columns when you add a total to a crosstab worksheet.

Do you want to calculate totals within each page?

Use these radio buttons to choose the scope of the total. For example, if a worksheet contains page items (i.e. items are displayed in the Page Items area), you might want to display a total at the bottom of each page.

Example

This area shows you how your worksheet will look according to what options you specify.

What label do you want to be shown?

Use this field to specify what total label will be displayed on the worksheet. If the Generate label automatically check box is selected below, Discoverer creates a name for you. To enter a different label, clear the Generate label automatically check box and either type in a new label or choose a label from the drop down list on the right of the field. To change the default text style of the label, click the Format button and choose a text font, style, color and alignment.

Generate label automatically

Use this check box if you want Discoverer to create a total name for you. To change the default text style, click the Format button and choose a text font, style, color and alignment.

Format Data

Use this button to display the "Format Data dialog", where you change how the values look on the worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.


Edit Worksheet dialog

Use this dialog to change how the currently displayed worksheet looks and behaves. You can:

Note: For more information about maximizing Discoverer performance, see "About designing workbooks for maximum performance".


This dialog is also displayed as:
Duplicate as Table dialog
Duplicate as Crosstab dialog
Worksheet Wizard dialog
Workbook Wizard dialog

For more information about tabs on this dialog, see:

"Edit Worksheet dialog: Worksheet Layout tab"

"Edit Worksheet dialog: Select Items tab"

"Edit Worksheet dialog: Crosstab Layout tab"

"Edit Worksheet dialog: Table Layout tab"

"Edit Worksheet dialog: Sort tab"

"Edit Worksheet dialog: Parameters tab"

Properties

Use this button to display the Worksheet Properties dialog. Use the Worksheet Properties dialog to specify:

Show SQL

Use this button to display the SQL Inspector dialog, which shows the underlying SQL code for the current worksheet that Discoverer uses to extract data from the database. For more information about SQL, see "Using SQL".


Edit Worksheet dialog: Crosstab Layout tab

Use this tab to change the layout of the current worksheet. This is also known as pivoting. For example, you might want to change which items are displayed, and their position on the worksheet.


This dialog is also displayed as:
Duplicate as Crosstab dialog: Crosstab Layout tab
Worksheet Wizard dialog: Crosstab layout page

For more information, see:

"About pivoting worksheet items"

"About designing workbooks for maximum performance".

Show page items

Use this check box to display page items on the worksheet.

Page Items area

This area shows which items are displayed in the Page Items area on the worksheet.

<Layout area>

This area shows how the items are arranged.

Notes


Edit Worksheet dialog: Parameters tab

Use this tab to manage existing parameters and create new parameters. For example, you might want to delete parameters from a worksheet, or change the order that parameters are displayed when worksheet end users are prompted for parameter values.


This dialog is also displayed as:
Worksheet Wizard dialog: Parameters page

For more information, see:

"What are parameters?"

"About using parameters"

"About designing workbooks for maximum performance".

Available parameters

This list shows which parameters are available to the current worksheet and enables you to select parameters to edit, delete, and re-order.

To turn off a worksheet parameter, you can either delete the parameter or de-activate the parameter. De-activate parameters as follows:

The order of parameters in the Available parameters list determines the order in which worksheet end users are prompted for parameter values.

Note: The Order column displays NA when a parameter is not active (i.e. the parameter's underlying condition or calculation is not active).

Description

This field displays a user-friendly description of the currently selected parameter that is displayed when worksheet end users enter parameter values.

Hint: To change the description, click Edit and update the What description do you want to show other users? field.

New

Use this button to display the New parameter dialog (see "New Parameter dialog"). Use the "New Parameter dialog" to create new worksheet parameters that prompt worksheet end users for dynamic input.

Edit

Use this button to display the Edit parameter dialog (see "Edit Parameter dialog"). Use the Edit parameter dialog to edit the currently selected parameter.

Delete

Use this button to permanently remove the selected parameter. Worksheet users are no longer prompted to specify a parameter value for this parameter.

Note: When you remove parameters, you also remove items that are dependent on the parameter (e.g. calculations, conditions). For example, if the parameter that you delete is used in a worksheet calculation, the calculation is also removed. To remove a parameter from a worksheet without deleting the parameter, deactivate it by removing the active condition or calculation that the parameter uses. For more information, see "How to deactivate parameters".

Move Up

Use this button to change the order of the currently selected parameter in the Available parameters list. The order of parameters in the Available parameters list determines the order in which worksheet end users are prompted for parameter values.

Move Down

Use this button to change the order of the currently selected parameter in the Available parameters list. The order of parameters in the Available parameters list determines the order in which worksheet end users are prompted for parameter values.

Notes


Edit Worksheet dialog: Select Items tab

Use this tab to specify which items to display on the current worksheet. For example, you might want to add items so that you can analyze your data in a new way.


This dialog is also displayed as:
Worksheet Wizard dialog: Select Items page

For more information on tabs on the Select Items tab, see:

"Edit Worksheet dialog: Select Items tab: Items tab"

"Edit Worksheet dialog: Select Items tab: Conditions tab"

"Edit Worksheet dialog: Select Items tab: Calculations tab"

Items tab

This tab displays available items that you can add to the current worksheet (for more information, see "Edit Worksheet dialog: Select Items tab: Items tab").

Conditions tab

This tab displays available conditions that you can add to the current worksheet (for more information, see "Edit Worksheet dialog: Select Items tab: Conditions tab").

Calculations tab

This tab displays available calculations, percentages, and totals that you can add to the current worksheet (for more information, see "Edit Worksheet dialog: Select Items tab: Calculations tab").

Selected

Use this list to see the items currently displayed on the worksheet.

To remove an item from the worksheet, select the item in the Selected list, then click the left arrow button (<) to move it back to the Available list.

To select more than one item at a time, hold down the control key (Ctrl) when you select items.

New

Use this button to display a list of item types (calculations, totals, conditions) that you create and add to the worksheet.

Edit

Use this button to edit the item currently selected in the Available items list.

Note: You can only edit items that you have created. You cannot edit items created by the Discoverer manager. Click New to create a new worksheet item.

Show

Use this button to display the "Show Condition dialog", where you can look at the currently selected condition in detail.

Note: This button is active when you are not allowed to edit the currently selected condition (for more information, see the description of the Edit button).

Delete

Use this button to permanently remove the item currently selected in the Available items list.

Note: You can only delete items that you have created (for more information, see Show option). You cannot delete items created by the Discoverer manager.

Notes


Edit Worksheet dialog: Select Items tab: Items tab

Use this tab to see the items available for use in the worksheet, to edit items, and to add items to the current worksheet. For more information about options on the Select Items tab, see "Edit Worksheet dialog: Select Items tab".

List

Use this drop down list to select a different business area (for more information about business areas, see "What are business areas?"). This drop down list is only active when you have access to more than one business area.

Hint: If you cannot see the items that you want to analyze, make sure that you selected the correct connection when you started Discoverer Plus Relational. If necessary, exit Discoverer Plus Relational and re-start Discoverer Plus Relational using a different connection that has access to the business area you want to analyze.

<Flashlight button>

Click the flashlight button next to the List field to display the "Find dialog (in Item Navigator)", which enables you to search any business area for items that you want to add to the worksheet.

<Items list>

Use this list to see the items available for use in the worksheet, and to add and remove items to and from the worksheet. You can also use options on the Available Items toolbar to create new items (e.g. new calculations or conditions) and edit existing items. For more information about options on the Available Items toolbar, see "Available Items pane".

Hint: To locate an item quickly when the focus is on the <Items list>, type the first letter of the item or folder that you want to locate. The next item or folder beginning with the typed letter is highlighted. For example, type 'r' to locate the Region item.

Click the plus (+) and minus (-) buttons next to folders and items to expand and collapse them.

To add an item to the worksheet, do one of the following:

To select more than one item at a time, hold down the control key (Ctrl) when you select items. Items currently displayed on the worksheet are marked with a tick symbol (or check mark).

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".

Notes


Edit Worksheet dialog: Select Items tab: Conditions tab

Use this tab to see the conditions available for use in the worksheet, to edit conditions, and to apply conditions to the current worksheet. For more information about options on the Select Items tab, see "Edit Worksheet dialog: Select Items tab".

List

Use this drop down list to select the type of conditions to display in the <Items list> below, as follows:

<Items list>

Use this list to see the conditions available for use in the worksheet, to apply conditions to the worksheet, and to remove conditions from the worksheet.

Click the plus (+) and minus (-) buttons next to a condition category (e.g. My Conditions) to expand and collapse the category.

To apply a condition to the worksheet, do one of the following:

To select more than one condition at a time, hold down the control key (Ctrl) when you select items. Conditions currently applied to the worksheet are marked with a tick symbol (or check mark).

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".


Edit Worksheet dialog: Select Items tab: Calculations tab

Use this tab to see the calculations, percentages, and totals available for use in the worksheet, and to create and edit calculations, percentages, and totals. For more information about options on the Select Items tab, see "Edit Worksheet dialog: Select Items tab".

List

Use this drop down list to select the type of calculations to display in the <Items list> below, as follows:

<Items list>

Use this list to see the calculations, percentages, and totals available for use in the worksheet, and to add and to remove calculations, percentages, and totals to and from the worksheet.

Click the plus (+) and minus (-) buttons next to a calculation category (e.g. My Calculations, My Percentages, My Totals) to expand and collapse the category.

To add a calculation/total/percentage to the worksheet, do one of the following:

To select more than one item at a time, hold down the control key (Ctrl) when you select items. Items currently displayed on the worksheet are marked with a tick symbol (or check mark).

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".


Edit Worksheet dialog: Sort tab

Use this tab to change the sort order of items on the current table worksheet. For example, you might want to order numerical sales data from highest to lowest to look at sales performance.

Note: You won't find a Sort tab on the Edit Worksheet dialog for crosstab worksheets. To sort a crosstab worksheet, choose Tools | Sort to display the "Sort Crosstab dialog".


This dialog is also displayed as:
Worksheet Wizard dialog: Sort page

For more information, see:

"About sorting on table worksheets"

"How to sort data on a table worksheet"

"Examples of sorting"

<Sort list>

Use this list to manage how the worksheet data is ordered. Sorts are arranged in order of precedence.

Note: Group sorts automatically take precedence over non-group sorts.

Column

This field displays the name of the item on which the data is ordered.

Direction

Use this drop down list to change how the data is ordered.

Sort Type

Use this option to group data and not display duplicate values. For example, if you sort on year, and there are many rows for 2001, the value 2001 will only be displayed for the first row with that value. Note the following:

For more information about group sorting, see "What is group sorting?".

Hidden

Use this option to hide or display the sorted item on the worksheet, as follows:

Add

Use this button to add a new sort to the worksheet. The sort is added to the sort list. Click the button to display a list of items available, then click an item to create a sort on that item.

Delete

Use this button to remove the sort currently selected in the sort list from the worksheet.

Move up

Use this button to change the order of precedence of the selected sort item. Moving a sort up the list increases its precedence.

Move down

Use this button to change the order of precedence of the selected sort item. Moving a sort down the list decreases its precedence.

Notes


Edit Worksheet dialog: Table Layout tab

Use this tab to change the layout of the current worksheet. For example, to change which items are displayed, and their position on the worksheet.


This dialog is also displayed as:
Duplicate as Table dialog: Table Layout tab
Worksheet Wizard: Table Layout page

For more information, see:

"About designing workbooks for maximum performance".

Show page items

Use this check box to display page items on the worksheet.

Page Items area

This area shows which items are displayed in the Page Items area on the worksheet.

Hide duplicate rows

Use this check box to not display duplicate values. For example, if you have a group of rows for the same month January, January is displayed for the first item in the group only.

<Layout area>

This area shows how the items are arranged.

Notes


Edit Worksheet dialog: Worksheet Layout tab

Use this dialog to select the worksheet elements (e.g. title area, graph) to display on the worksheet. For example, you might want to display a title area at the top of the worksheet and a text area at the bottom of the worksheet.


This dialog is also displayed as:
Worksheet Wizard dialog: Worksheet Layout page

For more information, see:

"What are workbooks?"

"What are worksheets?"


Export Log dialog

This dialog shows you what files were produced by the export and whether any problems occurred. For example, if you export a worksheet and graph in Microsoft Excel format, you will see an Excel file (*.xls) and a graph image file (*.gif) in this list. You also specify whether to open the first export file.

For more information, see:

"Exporting data to other applications"

Files exported to

This area shows you where the files were saved to. For example, c:\data\report\.

<File list>

This list shows you what files were produced during the export. For example, if you export a workbook containing three worksheets (named Sheet1, Sheet2, and Sheet3) in HTML format, this list will contain three files, as follows:

Sheet name File name Status
Sheet1 Sheet1.html Sheet exported successfully.
Sheet2 Sheet2.html Sheet exported successfully.
Sheet3 Sheet3.html Sheet exported successfully.

Sheet Name

This field shows you the name of the worksheet exported.

File Name

This field shows you the name of the file produced in the export.

Status

This field tells you whether the file was exported successfully.

Open the first exported sheet

Use this check box to open the first file in the file list when you close the Export Wizard. For example, if the first file is a HTML file, your Web browser will display the HTML file.

Note: If you export to Microsoft Excel format and Microsoft Excel does not open the first exported sheet, check that you have the correct security level for macros. For example, in Microsoft Excel 2000, choose Tools | Macro| Security and set the security level to Medium or Low.


Export Wizard dialog: Format and Name page

Use this dialog to specify what format you want to export to, and where to save files.

For more information, see:

"Exporting data to other applications"

Which export format do you want to use?

Use these drop down list to specify an export format for worksheets and graphs.

Where do you want to save the file?

Use this field to specify where to save the exported data (for example, c:\data\reports). Type in a file location, or use the Browse button to navigate to a file location.

Browse

Use this button to display the Save dialog, where you navigate to a file location and choose a file name and export format.

What do you want to name the files

Use this field to change the default name of exported files. For example, if you change this value to Sales Analysis Report and export to Microsoft Excel format, Discoverer names the export file Sales Analysis Report.xls.

The following fields are displayed if you select the Web Query for Microsoft Excel (*.iqy) format in the What export format do you want to use? field

For more information, see "About exporting worksheets to Microsoft Excel Web Query format".

What information do you want to prompt Excel Web Query users for?

Use these check boxes to specify whether you want to prompt Excel end users for database login details and worksheet values when they open the worksheet in Microsoft Excel.

Notes


Export Wizard dialog: Graph page

Use this dialog to specify how to export graphs. For example, you might want to change the graph size, ratio, or the size of the label font.

Note: If you export more than one graph, these options affect all graphs exported.

For more information, see:

"Exporting data to other applications"

How do you want to export the graph?

Use these options to specify how the graphs.


Export Wizard dialog: Page Item Prompts page

Use this dialog to specify the page item values you want Microsoft Excel end users to specify when they open the current worksheet exported to Web Query (*.IQY) format. For example, if you export a worksheet with a Year page item, you might want Microsoft Excel end users to specify the year they want to analyze. If you do not prompt Microsoft Excel end users for page item values, they will always see data for the current page items displayed in the worksheet.

Note: This dialog is displayed if you select Web Query for Microsoft Excel 2000+ (*.iqy) as the export type and select the Page Item Values check box on the "Export Wizard dialog: Format and Name page".

For more information, see:

"About exporting worksheets to Microsoft Excel Web Query format"

Page Items

Use this list to specify the page items you want Microsoft Excel end users to specify a value for when they open Web Query file.

Select All

Use this button to select all page items in the list.

Select None

Use this button to deselect all page items in the list.


Export Wizard dialog: Parameter Prompts page

Use this dialog to specify the parameter values you want Microsoft Excel end users to specify when they open current worksheet exported to Web Query (*.IQY) format. For example, if you export a worksheet with a Year parameter, you might want Microsoft Excel end users to specify the year they want to analyze. If you do not prompt Microsoft Excel end users for parameter values, they will always see data for the current parameter values displayed in the worksheet.

Note: This dialog is displayed if you select Web Query for Microsoft Excel 2000+ (*.iqy) as the export type and select the Parameter Values check box on the "Export Wizard dialog: Format and Name page".

For more information, see:

"About exporting worksheets to Microsoft Excel Web Query format"

Parameters

Use this list to specify the parameters you want Microsoft Excel end users to specify a value for when they open Web Query file.

Select All

Use this button to select all parameters in the list.

Select None

Use this button to deselect all parameters in the list.


Export Wizard dialog: Select page

Use this dialog to specify what data you want to export. For example, you might want to export the current worksheet or all worksheets, or export graph data with worksheets.

For more information, see:

"Exporting data to other applications"

What do you want to export?

Use these radio buttons to specify what data you want to export.


Export Wizard dialog: Supervise page

Use this dialog to choose whether to monitor the export whilst it is in progress. For example, if the worksheet uses large queries, you might want to respond to warnings about how long queries will take.

For more information, see:

"Exporting data to other applications"

Do you want to supervise the export process?

Note: For more information about how to manage queries that run during exports, see "Options dialog: Query Governor tab".


Find dialog (in Item Navigator)

Use this dialog to find items or folders that you want to add to a worksheet. This is useful when you have a large business area, or want to add items from different business areas without having to navigate to those business areas.

For example, you might want to search for folders that begin with the letter 'C', or search for items that contain the text 'Transaction'.

For more information, see:

"What are worksheets?"

"How to edit worksheets using the Edit Worksheet wizard"

Search in

Use this drop down list to specify which business area you want to search. If you want to search all business areas in the current End User Layer, choose the 'All Business Areas' option.

Search by

Use this drop down list to specify how you want to match items. For example, choose 'Starts With' and enter 'T' as a Search for value to find only items beginning with the letter 'T'.

Search for

Use this field to enter the text that you want to match against. For example, enter 'T' here and choose Starts With in the Search by drop down list to find only items beginning the letter 'T'.

Go

Use this button to start the search according to the search criteria that you have specified, and display matching items and folders in the Results list below.

Case-sensitive

Use this check box to specify whether you want to match upper and lower case letters exactly when searching (e.g. when selected, the search term 'New York' would find 'New York', but would not find 'NEW YORK', 'new york', or 'new York').

Results

This list displays items that match the search criteria that you have specified. Use this list to choose items that you want to add to the worksheet.

To select items from the Results list, do one of the following:


Find dialog (in Worksheet)

Use this dialog to find data in the currently displayed worksheet. This is useful in large worksheets. For example, to find cell values that contain New York.

For more information, see:

"What are worksheets?"

"How to find data in a worksheet"

Search in

Use this drop down list to specify which worksheet area you want to search (e.g. worksheet headings or worksheet data), as follows:

Note: This drop down list is only enabled on crosstab worksheets. On table worksheets, you can only search worksheet data.

Search by

Use this drop down list to specify how you want to match search text. For example, choose Contains here and type New York in the Search for field to find worksheet values containing New York.

Note: If you choose the Is Null option, you search for null values regardless of how null values are displayed. To specify how null values are displayed, choose Tools | Options, display the "Options dialog: Sheet tab", and select an option in the Show null values as field.

Search for

Use this field to enter the search text that you want to find. For example, type New York here and choose Contains in the Search by drop down list to find worksheet values containing New York.

Note: This field is not enabled if you choose the Is Null option from the Search by drop down list.

Case-sensitive

Use this check box to specify whether you want to match upper and lower case letters exactly when searching (e.g. when selected, the search term 'New York' would find 'New York', but would not find 'NEW YORK', 'new york', or 'new York').

Find Previous

Use this button to search backwards for the specified text. When the search reaches the beginning of the worksheet, Discoverer goes back to the end of the worksheet and resumes the search.

Find Next

Use this button to search forwards for the specified text. When the search reaches the end of the worksheet, Discoverer goes back to the start of the worksheet and resumes the search.

Notes


Following Value dialog

Use this dialog to create a following value calculation. A following value calculation returns the value that is a specified number of rows or a specified time period after each value. For example, you might want to know what the following month's sales are for each value.

You typically use following value to create calculations for use in other calculations. For example, you might use the following month's sales values to calculate the change in sales from the following month as a percentage of annual sales.

This type of analysis is sometimes referred to as LAG/LEAD analysis.

Note: To return a preceding value rather than a following value, use the Preceding Value dialog (see "Preceding Value dialog").

For more information, see:

"What are analytic functions?"

"Examples of using row-based and time-based intervals"

"How to create a new calculation using an analytic function template"

"LAG/LEAD function examples"

Following value of

Use this drop down list to choose the item for which you want to return the following value. For example, you might choose Sales SUM to calculate the following sales value.

Return value

Use this drop down list to specify the number of rows or the number of time periods in which you want to compare the values. For example, you might choose '3' to compare sales values with sales values three months in advance.

Use the adjacent drop down list to choose a row-based interval or a time-based interval. For example, you might choose Months Following Current Value to compare sales values with later sales values.

Hint: If you have time-based data, use time-based groups (e.g. Days/Weeks/Months After Current Value). If you do not have time-based data, use row-based groups (e.g. Rows After Current Value). For more information about types of group, see "About windowing".

For examples of specifying row-based and time-based intervals, see "Examples of using row-based and time-based intervals".

Order rows by

Use this drop down list to specify how to order the worksheet values. For example, you might choose Calendar Month to compare sales with sales one month in advance. Then use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Hint: If you have specified a time-based group in the Return value fields, specify a time-based value in the Order rows by fields (e.g. Calendar Month).

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose City to sort values on city within month. Then use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Note: This drop down list only enabled if you specified a row-based group in the Following value drop down list. This drop down list is only disabled if you specified a time-based group in the Following value drop down list.

Restart calculation at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate the following value in Sales SUM values between months within year, you might choose Calendar Year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Format dialog

Use this tab to select a worksheet item to format. For example, you might want to changes their font, font size, color, alignment, and how they text wrap.


This dialog is also displayed as:
Worksheet Wizard: Format dialog

For more information, see:

"How to change the format of worksheet items"

Click an item in the list to edit its heading, or to change the format for its data

Use this list to choose which items you want to change. This list contains all items currently displayed on the worksheet.

Example

This area shows how the selected item will look on the worksheet.

Format Data

Use this button to display the "Format Data dialog: Format tab", where you change how the values look on the worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.

Edit Heading

Use this button to display the "Edit Heading dialog", where you change the item headings that appear on worksheets. For example, you might want to change the heading 'Month' to 'Sales Month'.


Format Data dialog

Use this dialog to change the format of the currently selected worksheet item. For each item, you can change the:

For more information, see:

"About Discoverer worksheet types"

"Format Data dialog: Date tab"

"Format Data dialog: Format tab"

"Format Data dialog: Number tab"

"Format Data dialog: Text tab"

"Format Data dialog: Breaks tab"


Format Data dialog: Breaks tab

Use this tab to change the group sorting style of the currently selected worksheet item (for more information about group sorting, see "What is group sorting?"). For example, if you create a group sort on a worksheet item called Region, you might want to insert a blank row after each region to make the worksheet more readable.

Note: These options are grayed out when the selected item is not group sorted. If you want to specify breaks for the selected item, first create a group sort on the item (for more information, see "How to sort data on a table worksheet"). You cannot apply a group sort to an item on a crosstab worksheet.

For more information, see:

"About Discoverer worksheet types"

"What is group sorting?"

Insert

Line

Use this check box to enable the adjacent fields, which enable you to separate data rows on a worksheet with a horizontal line. The fields enable you to specify a line thickness and line color. For example, if worksheet data is grouped by region, you might want to display a thick blue line between each region.

Blank Row

Use this check box to enable the adjacent field, which enables you to separate data rows on a worksheet with one or more blank lines. The adjacent field enables you to specify the number of blanks lines. For example, if worksheet data is grouped by region, you might want to display two blank lines between each region.

Page Break

Use this check box to separate data rows on a worksheet by displaying each group on a new page. For example, if worksheet data is grouped by region, you might want to display each region on a separate page in the worksheet.


Format Data dialog: Date tab

Use this tab to change the format of the currently selected date worksheet item. For example, to change the font style, text color, text alignment, or the layout of date characters.

For more information, see:

"About Discoverer worksheet types"

Categories

Use this list to select a predefined format for the currently selected date item.

Type

Use this list to select a date type.

Example

This field shows how the type selected in the Type list will look on the worksheet.

Type

Use this list (which is displayed when the Custom category is selected) to either choose from an existing custom type, or to create your own custom type. For example, you might want to create a new type to display time as SS:MM:HH rather than HH:MM:SS.

Hint: To create a new custom type:

  1. select a type from the Type list

  2. enter changes in the Edit Type field

  3. click Add to save changes

Use the Example field to see how changes affect how the item is displayed.


Format Data dialog: Format tab

Use this tab to change the format of the currently selected worksheet item. For example, to change default the font, text size, text color, and alignment. Each option changes the default item format for the item currently selected on the Edit Worksheet - Format tab (see "Format dialog").


This dialog is also displayed as:
Format dialog (for a Conditional Format)

For more information, see:

"About Discoverer worksheet types"

Font

Use this drop down list to specify a text font for the item.

Size

Use this drop down list to specify a font size for the item.

Style

Use this drop down list to specify a font style for the item (e.g. bold, italic, underlined).

Color

Text

Use this color pane to specify a color for the item text.

Background

Use this color pane to specify a background color for the item text.

Alignment

Use these buttons to set the vertical and horizontal text alignment.

Wrap words in cell

Use this check box to wrap the item text to fit into the space available. When not selected, the text is cut-off if it exceeds the space available.

Example

This area shows how the type selected will look on the worksheet.

Show Actual font size

Use this check box to display text in the example area in the font size and style selected.


Format Data dialog: Number tab

Use this tab to change the format of the currently selected numeric worksheet item. For example, to change default the currency symbol, number of decimal places, percent sign, and how negative numbers are displayed.

For more information, see:

"About Discoverer worksheet types"

Note: The fields displayed depend on the category of number displayed in the Categories list.

Categories

Use this list to select a predefined format for the currently selected numeric item.

Decimal Places

Use this list to specify the number of decimal places that you want to display for the item.

Display symbol

Use this check box to display this currency symbol in front of values for the current item.

Use 1000 Separator

Use this check box to separate large numbers with a separator (e.g. English speaking countries use a comma (,) at every 1000. For example, 1,900,120.

Negative Numbers

Use this list to select how to display negative numbers on the worksheet. For example, in red, or in brackets, or prefixed with a minus symbol (-).

Type

Use this list (which is displayed when the Custom category is selected) to either choose from an existing custom type, or to create your own custom type. For example, you might want to create a new type to display money as 99999990 rather than 999G990.

Hint: To create a new custom type:

  1. Select a type from the Type list.

  2. Enter changes in the Edit Type field.

  3. Click Add to save changes.

Use the Example field to see how changes affect how the item is displayed.

Notes


Format Data dialog: Text tab

Use this tab to change the format of the currently selected text worksheet item. For example, to change the text to upper case, lower case, or to capitals.

For more information, see:

"About Discoverer worksheet types"

Categories

Use this list to look at types available in each category (see Type list).

Type

Use this list to specify a pre-defined text type from the options available. For example, choose UPPERCASE to change text to upper case.

Example

This field shows how the type selected will look on the worksheet.


Format heading dialog

Use this tab to change the heading format of the currently selected item. For example, to change the text to upper case, lower case, or to capitals.

For more information, see:

"About Discoverer worksheet types"

Font

Use this drop down list to specify a text font for the item.

Size

Use this drop down list to specify a font size for the item.

Style

Use this drop down list to specify a font style for the item (for example bold, italic, underlined, or sans-serif).

Color

Text

Use this color pane to specify a color for the item text.

Background

Use this color pane to specify a background color for the item text.

Alignment

Use these buttons to set the vertical and horizontal text alignment.

Wrap words in cell

Use this check box to wrap the item text to fit into the space available. When not selected, the text is cut-off if it exceeds the space available.

Example

This area shows how the type selected will look on the worksheet.

Show Actual font size

Use this check box to display text in the example area in the font size and style selected.


Group Total dialog

Use this dialog to create a group total calculation (sometimes referred to as a reporting aggregate). A group total calculation aggregates values within a group. For example, you might want to calculate a total sales value for each quarter.

This type of analysis is sometimes referred to as windowing analysis.

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Windowing function examples"

Total on

Use this drop down list to choose the item for which you want to calculate the group total. For example, you might choose Sales SUM to calculate a total sales value for each year.

Total type

Use this drop down list to specify the type of total you want. For example, choose 'f(x) Sum' to add values in the group, or 'f(x) Avg' to produce an average of the values in the group.

Restart total at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate the total of Sales SUM values within year, you might choose Calendar Year. In other words, if you have sales values spanning two years, you will have a group total value for each year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Header/Footer Font dialog

Use this dialog to select font details for the text in the header or footer that you create for a printed worksheet using the "Page Setup dialog: Header/Footer tab". For example, you might want to increase the font size for header text from 12 to 18.

For more information, see:

"About printing in Discoverer Plus Relational"

"What are Page Setup options"

"How to print Discoverer worksheets"

Font

Use this drop down list to specify a text font for the text in the header or footer.

Size

Use this drop down list to specify a font size for the text in the header or footer.

Style

Use these buttons to specify a font style (e.g. bold, italic) for the text in the header or footer.

Actual font size

Use this check box to specify how you want to display text in the Example area. Select this check box to display text in the point size specified in the Size field. For example, you might want to see whether a small font size is readable.


Heading Format dialog (Default Options)

Use this tab to change the default heading style for new worksheet items.

Note: Changing the default heading style does not change the heading style for existing worksheet items. Choose Format | Item Formats to change the format of existing worksheet items.

For more information, see:

"About Discoverer worksheet types"

Font

Use this drop down list to specify a text font.

Size

Use this drop down list to specify a font size.

Style

Use this drop down list to specify a font style (for example bold, italic, underlined, or sans-serif).

Color

Use this icon to display a color chart, where you can change the default color.

Text

Use this color pane to specify a color for the item text.

Alignment

Use these buttons to set the horizontal text alignment (where applicable).

Actual font size

Use this check box to display text in the example area in the font size and style selected.


Join folders dialog

Use this dialog to specify how folders should be joined. Discoverer displays this dialog when it detects more than one possible join between two folders, when you create a worksheet.

For example, a product key item in a Products folder might be joined with a product key item in a Sales folder. The Products folder and Sales folder might also be joined by another item (e.g. Location) that exists in both of the folders. In this example Discoverer will display both joins enabling you to select the appropriate join for the query.

For more information, see:

"About multiple join paths"

There are several ways to join the folders you have selected. Please select the join or joins you want to use:

Use this list to select how you want to join folders.

It is recommended that you select all the joins displayed to make sure that Discoverer displays accurate results data.

Contact the Discoverer manager if you are not sure about selecting joins.

Note: Discoverer displays this dialog only if you have cleared the Disable Multiple Join Paths check box (for more information, see the "Options dialog: Advanced tab").


Manage Links dialog

Use this dialog to create, edit, and delete drill links in Discoverer.

For more information, see:

"About user defined drill links"

"About drilling in Discoverer worksheets"

Item

Use this drop down list to select the worksheet item for which you want to create or edit a drill link. You can create more than one drill link on the same worksheet item. Discoverer displays a list of drill link names when the drill link is selected in a worksheet.

Lists

Use this list to select an existing drill link to edit or delete, or to rearrange the order in which multiple drill links are displayed in the worksheet. Use the up arrow and down arrow buttons next to the list to rearrange the order in which Discoverer presents multiple drill links when a drill link icon is selected in a worksheet.

New Link

Use this button to display the "New Link dialog", which enables you to add a drill link to a worksheet item. You can add more than one drill link to the same worksheet item.

Edit Link

Use this button to display the "Edit Link dialog", which enables you to edit the currently selected drill link.

Hint: When you display the "Edit Link dialog", Discoverer does not allow you to change the drill link type (i.e. you cannot change a worksheet drill link to an Internet page address, or change an Internet page address to worksheet link). If you want to create a drill link of a different type, click New Link to display the "New Link dialog" and create a new drill link.

Delete Link

Use this button to remove the currently selected drill link from the worksheet.

Notes


Manage Workbooks dialog

Use this dialog to manage Discoverer workbooks. For example, you might want to open workbooks, delete old workbooks, or share workbooks with other users.

For more information, see:

"What are workbooks?"

View

Use this list to specify the type of workbooks you want to display in the Workbooks list. For example, you might choose My Workbooks to display only workbooks owned by the database user that you are logged in as.

<View style button>

Use this drop down list to select a style for the Workbooks list. For example, you might choose the User Tree option to display workbooks grouped by database user. Or you might choose Workbook Tree to display workbooks in alphabetical order.

Name contains

Use this field to restrict the Workbooks list to those workbooks with names that contain the character(s) that you specify. For example, enter 'January' to display in the Workbooks list only those workbooks with names that contain January.

Clear

Use this button to clear any text in the Name contains field and display the names of all workbooks in the Workbooks list.

Workbooks

Use this list to select workbooks that you want to manage. Workbooks are represented by a book icon. Scheduled workbooks are represented by a clock icon.

Hint: Click on a column name to sort the Workbooks list on that column. Click on the arrow in a column name to reverse the sort order. You can also drag and drop columns to a different position in the Workbooks list.

Hint: Right-click on a workbook to display a right-click menu that enables you to delete the workbook or display the workbook's properties.

Open

Use this button to open the currently selected workbook. You can only open one workbook at a time.

Delete

Use this button to delete the currently selected workbook. You can delete more than one workbook at the same time. You can only delete workbooks that you own. The Delete button is only grayed out if you do not own the currently selected workbook (for more information, see "About sharing workbooks and security").

Share

Use this button to display the "Share Workbooks dialog: User -> Workbook tab", which enables you to share the currently selected workbook. You can only share workbooks that you own. The Share button is only grayed out if you do not own the currently selected workbook (for more information, see "About sharing workbooks and security").

Properties

Use this button to display the "Workbook Properties dialog", which displays properties (e.g. owner, creation date) of the currently selected workbook.

Description

This field displays additional information about the workbook, which was entered using the "Workbook Properties dialog". Use this information to help you decide which workbook you want to analyze. This area is blank if no description is available.

Hint: To add or edit the description, update the workbook properties (for more information, see "How to view and update a workbook's properties").


Move Worksheets dialog

Use this dialog to rearrange the worksheets in the workbook. For example, you might want to move an important worksheet to the front of a workbook so that it is displayed when a workbook is opened by another Discoverer user.

For more information, see:

"What are worksheets?"

Worksheets

Use this list to select which worksheet you want to move.

Up arrow

Use this button to move the selected worksheet one position up the worksheet list.

Down arrow

Use this button to move the selected worksheet one position down the worksheet list.


Moving Total dialog

Use this dialog to create a moving total calculation. A moving total calculation calculates a total for the specified number of rows or a specified time period before each value. For example, you might want to a three month moving average of sales figures.

This type of analysis is sometimes referred to as windowing analysis.

For more information, see:

"What are analytic functions?"

"Examples of using row-based and time-based intervals"

"How to create a new calculation using an analytic function template"

"Windowing function examples"

Total on

Use this drop down list to choose the item for which you want to calculate the moving total. For example, you might choose Sales SUM to calculate a moving total of sales values.

Total type

Use this drop down list to specify what type of total you want. For example, choose 'f(x) Sum' to add values in the group, or 'f(x) Avg' to produce an average of the values in the group.

Start on

Use this drop down list to specify the number of rows or the number of time periods in which you want to compare the values.

You specify a number of rows or a time period before the current value. For example, you might choose 2 to calculate the total from two values before each value, including the current value. In other words, you choose 2 if you want a three month moving average.

Use the adjacent drop down list to choose a row-based interval or a time-based interval. For example, you might choose Months Before Current Value if you want a three month moving average.

Hint: If you have time-based data, use time-based groups (e.g. Days/Weeks/Months Before Current Value). If you do not have time-based data, use row-based groups (e.g. Rows Before Current Value). For more information about types of group, see "About windowing".

For examples of specifying row-based and time-based intervals, see "Examples of using row-based and time-based intervals".

Order rows by

Use this drop down list to specify how to order the values. For example, you might choose Calendar Month if you want a three month moving average.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Hint: If you have specified a time-based group in the Start on drop down list, specify a time-based Order rows by value (e.g. Calendar Month).

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose City to sort values on city within month.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Note: This drop down list is only enabled if you specified a row-based group in the Start on drop down list. This drop down list is only disabled if you specified a time-based group in the Start on drop down list.

Restart moving total at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate a three month moving average for Sales SUM values within a give year and region, you might choose Calendar Year and Region.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".


New Calculation dialog

Use this dialog to create a new calculation. For example, you might want to analyze the worksheet data in a new way and add a column to the worksheet to do this.

For more information, see:

"What are calculations?"

"Discoverer calculation examples"

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

What do you want to name this calculation?

Use this field to enter a descriptive name for the calculation item. This name is displayed in calculation lists and on worksheets as the column header of the calculation results column. If you leave this box blank, Discoverer creates a default name for you.

Show

Use this drop down list to display calculations, functions, items and parameters that you can use to build a calculation. To include items in the calculation, paste them into the Calculation field.

Use the Show list options as follows:

Paste

Use this button to the add the item currently selected in the Show list to the Calculation. The item is copied into the Calculation field.

Calculation

Use this field to enter the calculation details (for calculation examples, see "Discoverer calculation examples").

Note: When you add text to this field using the Paste button or a template, the text is appended to any existing text in the Calculation field, unless text in the Calculation field is selected.

To create a calculation, you one or more of the following methods:

Insert Formula from Template

Use this button to display a pop-up list of templates that you can use to build analytic functions. For example, choose Rank to display an easy-to-use Rank template that helps you create a ranked list position calculation. For more information about templates available, see "What analytic function templates are available in Discoverer?". When you use a template, the formula that you create is appended to any existing text in the Calculation field, unless text in the Calculation field is selected.

Operator buttons [+] [-] [x] [/] [%] [(] [)] [||]

Use these buttons to add operators to the calculation. Operators are copied into the Calculation field.

Note: When you use arithmetic expressions in a calculation, the multiply and divide operators are executed first, regardless of their position in the calculation. If you have more than one operator of the same precedence, they are evaluated from left to right.

For example, the calculation Price – Discount * Quantity is evaluated as Discount*Quantity subtracted from Price. If you use parentheses around the subtraction expression (Price – Discount), the subtraction is executed before the multiplication.

OK

Use this button to validate and save the calculation, as follows:

Notes


New Condition dialog

Use this dialog to create a new condition item. For example, you might want to filter the data in the worksheet data in a new way.

For more information, see:

"What are conditions?"

What would you like to name your condition?

Use this field to enter a descriptive name for the condition item. This name is displayed in the condition list on the Conditions dialog.

Generate name automatically?

Use this check box if you want Discoverer to create a default name for you. The default name is based on the condition syntax.

What description would you like to give your condition?

Use this field to enter a brief description for the new condition. This description is displayed in the description box on the Conditions dialog and helps workbook users choose which condition they want to use.

Formula

This area is where you build the condition. The condition can contain one or more condition statements.

Item

Use this drop down list to filter the worksheet by selecting an item to match against. For example, to filter information about people whose salary is more than $30,000, you might choose an item called 'Salary' here.

You can also choose from the following options:

Condition

This drop down list displays a list of logical operators that you can use to match against the Item selected. For example, to filter information about people who earn more than $30,000, you might choose the 'greater than' operator (>) here.

For more information on logical operators available, see Notes below.

Values

Use this field to enter (or select from the drop down list) one or more values that you want to use to match against the selected Item. For example, if you want filter information about people who earn more than $30,000, enter 30,000 here.

You can also choose from the following options from the drop down menu:

Note: You can enter up to 254 values in this field. If you want to enter more than 254 values in the condition, click Advanced and use the OR option to add a new condition statement line for the extra values.

Hint: If you are entering a percentage value, enter the decimal value of the percentage. For example, enter '.5' for 50% (for more information, see Notes below).

Case sensitive

Use this check box to make the condition case sensitive when matching against text data. For example, if turned on, the value 'New York' would not find details containing 'NEW YORK'. If turned off, the value 'New York' would find details containing 'NEW YORK' and 'new york'.

Advanced

Use this button to expand the dialog box enabling you to apply multiple condition statements to an item. The expanded dialog displays New Item, And, Or, Delete and Undo buttons. A Group column is also added to the Formula box (see Group below).

Expanded Advanced options

New Item

Use this button to add a new condition statement line to the condition. By default, new condition statement lines are grouped with the logical AND operator. In other words, the data must satisfy both condition statements to be filtered in the worksheet (see Group below).

And

Use this button to add a new condition statement line to the condition and group it with the previous condition statement line with a logical AND operator. Using 'AND' narrows a search to display only items that match all criteria. For example, with two condition statements, data must match condition statement one and condition statement two.

Or

Use this button to add a new condition statement line to the condition and group it with the previous condition statement line with a logical OR operator. Using 'OR' widens a search to display items that match any of the criteria. For example, with two condition statements, data must match either condition statement one or condition statement two. (In SQL terms, this is an inclusive OR clause.)

Delete

Use this button to remove the currently selected condition statement line from the condition.

Undo

Use this button to retrieve the deleted condition details if you delete a condition statement line from the condition and then change your mind.

Group

AND

Use this button to change the Group operator to a logical 'AND'. You must have the current Group item selected. Using 'AND' narrows a search to display only items that match all criteria in the group.

OR

Use this button to change the Group operator to a logical 'OR'. You must have the current Group item selected. Using 'OR' widens a search to display items that match any of the criteria in the group.

NOT AND

Use this button to change the Group operator to a logical 'NOT AND' operator.

NOT OR

Use this button to change the Group operator to a logical 'NOT OR' operator.

Notes


New Conditional Format dialog

Use this dialog to create a new conditional format to highlight exceptional data for a worksheet item. For example, you might want to highlight sales figures greater than 100,000 by displaying them with a blue background.


This dialog is also displayed as:
Edit Conditional format dialog

For more information, see:

Note: You can only have one active conditional format or stoplight format for each numeric worksheet item. For example, if you want to activate a conditional format on a worksheet item that already has a active stoplight format, you must first deactivate (or delete) the existing stoplight format.

What would you like to name your Conditional Format?

Use this field to specify a short name for the conditional format. The name you specify is used to identify the conditional format on other dialogs. If you want Discoverer to create a name for you, select the Generate Name Automatically check box.

What description would you like to give your Conditional Format?

Use this field to enter a brief description for the new conditional format. This description is displayed in the Description field on the Conditional Formats dialog and helps workbook users choose which conditional format they want to use.

Item

Use this drop down list to select the worksheet item you want to apply the conditional format to. For example, to highlight costs greater than 100,000 you might choose an item called Cost SUM here.

Condition

Use this drop down list to select the conditional operator (e.g. = for equals, > for greater than, < for less than) you want to use to match against the worksheet item selected. For example, to highlight costs greater than 100,000 you might choose greater than (i.e. >) here.

Value

Use this field to enter the value that you want to match against or select a value from the drop down list. For example, to highlight costs greater than 100,000 you might enter 100,000 here.

Hint: For date items, choose Select from Calendar from the drop down list to specify a date using the graphical "Calendar dialog".

Format

Use this button to display the "Format Data dialog: Format tab" dialog, where you specify the color and text style for the worksheet item specified in the Item field when it meets the condition you specify in this dialog.

For example, to highlight sales figures greater than 100,000 with a blue background, use the "Format Data dialog: Format tab" dialog to choose a blue background color.

Hint: Use the Example box to see how a conditional format will look on the worksheet.


New Link dialog

Use this dialog to create a new drill link or edit an existing drill link. For example, you might want to create a drill link on a worksheet item called Region to display a worksheet containing more detailed Region information.


This dialog is also displayed as:
Edit Link dialog

For more information, see:

"About user defined drill links"

Link From:

This read-only field shows the name of the item currently selected on the worksheet. If you want to create a drill link from a different worksheet item, click Cancel and select a different worksheet item first.

What would you like to name this link?

Use this field to enter a descriptive name for the drill link. This name is displayed in the list of drill links on the "Manage Links dialog".

Note: You must enter a unique name before you can save the drill link details.

Hint: If you enter an instruction on how to use the drill link into this field, the instruction will appear in the worksheet as:

For example, you might enter 'Click here to connect to the Products Web site', or 'Click here to display the Products worksheet'.

Where do you want to link to?

Use this list to select a link type, as follows:

Note: If you are editing a drill link, this field is grayed out. To create a drill link of another type, click New Link on the "Manage Links dialog" and create a new drill link.

Destination: URL

Use this field to specify the Internet page address you want to drill to (if you selected URL in the Where do you want to link to? field). For example, http://www.company.com/storelist.

Note: The URL that you enter must be syntactically correct and must be prefixed with HTTP, HTTPS, FTP, or a protocol authorized by the Discoverer manager.

Insert

Use this field to insert (at the cursor position the Internet page address in the Destination field) a value that you specify. This field enables you to create a dynamic Internet page address incorporating worksheet item values.

For example, you might want to display an Internet page for a particular store by incorporating the currently selected worksheet value into an Internet page address. In other words, if you select the drill link for the New York store, you link to the Internet page for the New York store (e.g. http://www.company.com/storelist/New_York/Details.htm. To create this dynamic Internet page address, you might do the following:

Note: This button is only displayed when you select URL in the Where do you want to link to? field.

Destination: Destination Workbook

This field displays the name of the currently selected workbook. If you want to link to a worksheet in a different workbook, click Browse to display the "Choose Worksheet dialog".

Browse

Use this button to display the "Choose Worksheet dialog", which enables you to locate and select a worksheet to display when the link is selected.

Note: This button is only active when you select Worksheet in the Where do you want to link to? field.

Destination: Destination Worksheet

Use this drop down to select the worksheet in the currently opened workbook that you want to drill to. If you want to link to a worksheet in a different workbook, click Browse to display the "Choose Worksheet dialog".

Parameters

Use this button to display the "Parameters dialog", which enables you to select a parameter or parameter value to refine the worksheet displayed when the drill link is selected, as follows:

Note: This button is only active when select Worksheet in the Where do you want to link to? field and the selected worksheet contains one or more parameters.


New Parameter dialog

Use this dialog to create a new parameter. For example, you might want to enable Discoverer users to choose how they filter worksheet data when a worksheet is opened.

For more information, see:

"What are parameters?"

"About using parameters"

What do you want to name this parameter?

Use this field to enter a descriptive name for the parameter. This name is displayed in the parameter list on the "Edit Parameter Values dialog". If you leave this field blank, Discoverer creates a default name for you.

Which item do you want to base this parameter on?

Use this drop down list to specify which item you want to base the parameter on, as follows:

Create condition with operator

Use this check box to automatically create a condition for this parameter that filters the worksheet using the item selected. This check box is selected by default when you create a new parameter, and is automatically cleared if you select <NONE> from the Which item do you want to base this parameter on? drop down list.

Use the drop down list to select the appropriate operator (e.g. =) to use with the condition.

Condition

This read-only field displays the name of the condition used in this parameter.

What prompt do you want to show for this parameter?

Use this field to enter a question or instruction that tells users what information they need to enter when choosing a parameter value. This prompt is displayed on the "Edit Parameter Values dialog". For example, 'What year do you want to look at?', or 'Please choose a region'. If you leave this field blank, Discoverer creates a default prompt for you.

What description do you want to show for this parameter?

Use this field to enter a brief description of the parameter that tells users what the parameter is used for. This description is displayed on the "Edit Worksheet dialog: Parameters tab", and on the "Edit Parameter Values dialog".

Do you want to allow different parameter values for each worksheet?

Require users to enter a value

Use this check box to make users enter a parameter value before Discoverer will display the worksheet. Note that by default this check box is selected.

Enable users to select multiple values?

Use this check box if you want users to be able to choose more than one value to match against the item.

Note: Clear this check box if you selected <NONE> from the Which item do you want to base the parameter on? drop down list. If a Discoverer end user enters more than one parameter value, only the first parameter value is used.

Enable users to select either indexes or values

Use this check box to enable users to choose whether they want to display parameter values with indexes (e.g. (010) January, (011) February) or without (e.g. January, February) in the "Edit Parameter Values dialog".

Use this check box as follows:

Note: The Enable users to select either indexes or values check box is only available if indexes have been set up by the Discoverer manager.

What default value do you want to give this parameter?

Use this field to enter a default value for the parameter on the Edit Parameter Values dialog. If users do not enter a value in the Edit Parameter Values dialog, the value that you enter here is used.

Use the <Index and Value> drop down list (where available) to display default parameter values with indexes (e.g. (010) January, (011) February) or without indexes (e.g. January, February). For more information about using the <Index and Value> drop down list, see the "Edit Parameter Values dialog".

Note: You determine whether or not the <Index and Value> drop down list is displayed here, using the Enable users to select either indexes or values check box.

Hint: For date items, click on the calendar icon to the right of the field to specify a date using the graphical "Calendar dialog". If no calendar icon is displayed, click the down arrow to the right of the field and choose Select From Calendar to display the "Calendar dialog".

Note: If Discoverer Plus end users use the word TODAY as the default value of a parameter (e.g. to convert to today's date using a DECODE statement in a calculation), they must surround the word in single quotes (i.e. 'TODAY'). If TODAY is not surrounded by single quotes, Discoverer interprets the word as a literal value and displays the error message:

- ORA-01858: a non-numeric character was found where a numeric was expected

Do you want to filter the list of values for this parameter?

Use these settings to create cascading parameters in a worksheet. For example, you might have a parameter for Region and a parameter for City. If an end user selects the East region as a parameter value, you might want the LOV for the City parameter to display only cities in the East region.

Notes


New Percentage dialog

Use this dialog to create a new percentage item. For example, you might want to analyze the worksheet in a new way by calculating your monthly sales as a percentage of annual sales.

For more information, see:

"What are percentages?"

What do you want to name this percentage?

Use this field to enter a descriptive name for the percentage item. This name is displayed in percentage lists and on worksheets as the column header of the percentage item. If you leave this box blank, Discoverer creates a default name for you.

What data point do you want to base your percentage on?

Use this drop down list to select which item you want to base your percentage on. The list displays numeric items available in the worksheet.

Calculate as a percentage of:

Use these radio buttons to choose how the percentage is calculated.

Do you want to calculate percentages within each page?

Use these radio buttons to choose whether to calculate the percentage for each page, or for all pages.

Note: You only use these radio buttons if the worksheet has page items.

Example

This area shows you how your worksheet will look according to what options you specify.

Which totals do you want to be shown?

Use these options to specify how you want totals and sub totals to be displayed.

Show grand total and grand total percentage?

Use this check box to display a sum of all values and a sum of the percentages (specific to the Grand total for all values option).

Label

Use this field to define the grand total percentage label that will appear on the worksheet (if selected). To enter a different label, click the down arrow on the right of the field. To format the label, click the Format button and choose how you want the label to look on the worksheet.

Show subtotals and subtotal percentage

Use this check box to display a subtotal for values in the item group, and a percentage for the subgroup (specific to the Subtotal at each change in option).

Note: This field is only displayed when you add a total to a crosstab worksheet.

Label

Use this field to define the subtotal percentage label that will appear on the worksheet (if selected). To enter a different label, click the down arrow on the right of the field. To format the label, click the Format button and choose how you want the label to look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Data

Use this button to display the "Format Data dialog", where you change how the values look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Show the percentage of the grand total for each subtotal

Use this check box to display a subtotal as a percentage of the grand total.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Label

Use this field to define the grand total percentage label that will appear on the worksheet (if selected). To enter a different label, click the down arrow on the right of the field. To format the label, click the Format button and choose how you want the label to look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Data

Use this button to display the "Format Data dialog", where you change how the values look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.

Note: This field is only displayed when you add a total to a crosstab worksheet.


New Scheduled Workbook Results dialog

Use this dialog to see the scheduled workbook results sets that are ready to use. This dialog appears when workbooks that you have scheduled have been processed since you last connected to Discoverer. For example, if you start Discoverer in the morning, scheduled workbooks that you have access to that have been processed overnight will be ready to use.

Note: Click the Don't show this window again check box when you do not want to display this dialog in future.

For more information, see:

"What are scheduled workbooks?"

"When to use scheduled workbooks"

"About how scheduled workbooks are processed"

New scheduled workbook results have been generated

Use this list to see which scheduled workbook results sets are ready to use and to select scheduled workbook results sets to open.

Don't show this window again

Use this check box when you do not want Discoverer to inform you about new scheduled workbooks that are ready to use.

Scheduling Manager

Use this button to display the "Scheduling Manager dialog", where you manage scheduled workbooks. For example, you can open, edit, delete, and schedule workbooks that you have created.

Open

Use this button to open the currently selected scheduled workbook.


New Stoplight Format dialog

Use this dialog to create a new stoplight format for a worksheet item. For example, you might want to categorize sales figures as unacceptable, acceptable, and desirable.


This dialog is also displayed as:
Edit Stoplight format dialog

For more information, see:

"About managing conditional formatting"

"What is a stoplight format?"

"Examples of conditional formatting"

Note: You can only have one active conditional format or stoplight format for each numeric worksheet item. For example, if you want to activate a stoplight format on a worksheet item that already has a active stoplight format, you must first deactivate (or delete) the existing stoplight format for that worksheet item.

What would you like to name your stoplight format?

Use this field to specify a short name for the stoplight format. The name you specify is used to identify the conditional format on other dialogs. If you want Discoverer to create a name for you, select the Generate Name Automatically check box.

Which data point would you like to format?

Use this drop down list to specify which worksheet item you want to apply the stoplight format to.

What are the thresholds for unacceptable and desirable data ranges?

Use these fields to specify the ranges for the unacceptable and desirable categories.

Edit Colors

Use this button to display the "Stoplight colors dialog", which enables you to change the color of unacceptable, acceptable, and desirable values.

Hide data values for stoplight formats

Use this check box to specify whether to display worksheet values for the worksheet item that is being formatted. For example, you might select this check box if you want to create a more visual worksheet that displays formatting colors but not the values themselves.


New Total dialog

Use this dialog to create a new total on the worksheet. For example, you might want to analyze the worksheet in a new way by summing a column of sales figures.

For more information, see:

"What are totals?"

"About totals on worksheets"

"Examples of worksheet aggregation in Discoverer"

Which data point would you like to create a total on?

Use this drop down list to specify which items you want to create a total for. You can specify a particular item or choose all items.

What kind of total do you want?

Use this drop down list to specify what type of total you want.

Note: For more information about Sum and Cell Sum, see "About SUM and Cell SUM".

Where would you like your total to be shown?

Use these radio buttons to specify where to display the total.

Don't display total for a single row

Use this check box to not display a total for a single row, where the row and total would have the same value.

Note: This field is called Don't display total for single rows or columns when you add a total to a crosstab worksheet.

Do you want to calculate totals within each page?

Use these radio buttons to choose the scope of the total. For example, if a worksheet contains page items (i.e. items are displayed in the Page Items area), you might want to display a total at the bottom of each page.

Example

This area shows you how your worksheet will look according to what options you specify.

What label do you want to be shown?

Use this field to specify what total label will be displayed on the worksheet. If the Generate label automatically check box is selected below, Discoverer creates a name for you. To enter a different label, clear the Generate label automatically check box and either type in a new label or choose a label from the drop down list on the right of the field. To change the default text style of the label, click the Format button and choose a text font, style, color and alignment.

Generate label automatically

Use this check box if you want Discoverer to create a total name for you. To change the default text style, click the Format button and choose a text font, style, color and alignment.

Format Data

Use this button to display the "Format Data dialog", where you change how the values look on the worksheet.

Format Heading

Use this button to display the "Format heading dialog", where you change how the item headings look on the worksheet.


Open Workbook from Database dialog

Use this dialog to choose a workbook to open. For example, you might have saved a Discoverer workbook previously and want to edit it again. Or, you might want to edit a workbook created by another Discoverer user.

Note: You can only open one workbook at a time. If a workbook is currently open, opening a different workbook will close the currently opened workbook.

For more information, see:

"What are workbooks?"

View

Use this list to specify the type of workbooks you want to display in the Workbooks list. For example, you might choose My Workbooks to display only workbooks owned by the database user that you are logged in as.

<View style button>

Use this drop down list to select a style for the Workbooks list. For example, you might choose the User Tree option to display workbooks grouped by database user. Or you might choose Workbook Tree to display workbooks in alphabetical order.

Name contains

Use this field to restrict the Workbooks list to those workbooks with names that contain the character(s) that you specify. For example, enter 'January' to display in the Workbooks list only those workbooks with names that contain January.

Clear

Use this button to clear any text in the Name contains field and display the names of all workbooks in the Workbooks list.

Workbooks

Use this list to select the workbook that you want to open. Workbooks are represented by a book icon. Scheduled workbooks are represented by a clock icon. To open a workbook, double-click on the workbook name, or select the workbook and click Open. Type a letter to jump to workbooks beginning with that letter.

Hint: Click on a column name to sort the Workbooks list on that column. Click on the arrow in a column name to reverse the sort order. You can also drag and drop columns to a different position in the Workbooks list.

If the workbook that you want to open is not in the Workbooks list, make sure you chose the correct connection when you started Discoverer Plus Relational. If a workbook has been created by another Discoverer user, make sure that the Discoverer user has shared the workbook with you (for more information, see "About sharing workbooks").

If you cannot find a scheduled workbook that you want to open, check the status of scheduled workbooks by choosing File | Scheduling to display the "Scheduling Manager dialog".

Note: The date and time in the Modified field is the date and time on the Web server, which might be different from the date and time on the browser machine.

Description

This field displays additional information about the workbook, which was entered using the "Workbook Properties dialog". Use this information to help you decide which workbook you want to analyze. This area is blank if no description is available.

Hint: To add or edit the description, update the workbook properties (for more information, see "How to view and update a workbook's properties").

Open

Use this button to open the workbook selected in the Workbooks list.

Notes

When connected as an Oracle Applications user, the following security rules apply:

For more information about using Discoverer as an Oracle Applications user, see "How to start Discoverer in Oracle Applications mode using an existing connection".


Options dialog: Advanced tab

Use this tab to specify the way that Discoverer keeps worksheet data up-to-date, and how it processes complex data. For example, if you use static data that is not changed frequently, you might not want a worksheet refreshed when you change the format of a sheet.

For more information, see:

"About multiple join paths"

"About fan traps"

"About automatic querying"

Automatic querying

Disable automatic querying from database (only used cached results)

Use this check box to specify whether Discoverer refreshes worksheets with up-to-date data when you change a worksheet format. Do not select this check box without first contacting the Discoverer manager. For more information about the Discoverer Server cache, contact the Discoverer manager.

If you clear this check box, Discoverer always displays up-to-date data, however performance might be affected. If you select this check box, you might need to choose Tools | Refresh Sheet after changing a worksheet layout.

Joins

Disable fan trap detection

Clear this check box if you want Discoverer to detect potential fan trap configurations, generate the correct SQL and display correct worksheet data. Where Discoverer cannot resolve a fan trap, Discoverer prevents the worksheet from running and displays a warning message dialog.

Note: It is recommended that you clear this check box. Do not select this check box without first contacting the Discoverer manager.

Select this check box if you do not want Discoverer to detect or resolve potential fan trap configurations (see Note above).

Disable multiple join path detection

Use this check box to disable multiple join detection.

Note: Do not select this check box without first contacting the Discoverer manager as Discoverer might display unexpected data depending on the join(s) that Discoverer automatically selects.

Select this check box for Discoverer to automatically select all joins between folders (where more than one join exists between two folders) when you create a worksheet.

Clear this check box for Discoverer to display the "Join folders dialog" (where more than one join exists between two folders) when you create a worksheet.

Show Joins

Select this check box to show the name and description of the database joins used in the following lists in the "Edit Worksheet dialog: Select Items tab":


Options dialog: EUL tab

Use this tab to select a default End User Layer (EUL) to connect to when you start Discoverer. For example, the Discoverer manager have given you access to more than one EUL, to enable you to access a wide range of workbooks. If so, you can choose a default EUL here.

Contact the Discoverer manager for more information about which EULs you can access.

For more information, see:

"About default Discoverer settings"

Select a default EUL

Use this drop down list to choose an EUL that you want to connect to by default.


Options dialog: Formats tab

Use this tab to change the default worksheet style that Discoverer uses for new worksheets. For example, you might want new worksheets or worksheet items to have blue headings and green text.

For more information, see:

"About Discoverer worksheet types"

Name

Use this list to choose the worksheet element you want to change as follows:

Hint: You can also display the appropriate dialog by double-clicking the option you want to change.

Format Sample

This area shows you how the item will look on the worksheet, according to changes that you make.

Change

Use this button to display the appropriate dialog where you edit the format options for the currently selected worksheet element (e.g. heading, title).

Reset

Use this button to cancel any changes you have made and revert to the original default setting for the highlighted format option. The Reset button does not reset all format options.

Notes


Options dialog: General tab

Use this tab to configure how Discoverer displays worksheets. For example, you might want Discoverer to ask worksheet users to confirm whether they want a query to be run.

For more information, see:

"What are worksheets?"

"What are scheduled workbooks?"

Workbooks

After opening a workbook

Use these radio buttons to specify how you want Discoverer to display worksheets.

Workbooks in recently used list <n> entries

Use this field to specify the maximum number of workbook names to display in the Recently Used field in the "Workbook Wizard: Create/Open Workbook dialog".

Scheduled Workbooks

Don't show the new results window after initial connection

Use this check box when you do not want to be informed about new scheduled workbook results that are available. The "New Scheduled Workbook Results dialog" will not be displayed when you start Discoverer.

Don't show expired results on exit, delete results automatically

Use this check box when you do not want to be informed about expired scheduled workbook results and asked whether you want to delete them. The "Delete Scheduled Workbook Results dialog" will not be displayed when you close Discoverer.

Wizards

Show wizard graphics

Use this check box to display or hide graphics on wizard dialogs. Graphics are used as visual aids to choosing options. For example, when choosing between a table and crosstab format, the graphic shows how the data is arranged on the worksheet.

When workbook users are experienced Discoverer users, you might want to improve Discoverer performance by not displaying wizard graphics.

Measurement unit

Measurement unit for workbooks

Use this drop down list to choose the measurement unit to use for workbook column width. For example, you can specify the column width in terms of pixels, inches or centimeters.


Options dialog: Query Governor tab

Use this tab to specify how Discoverer uses summaries and performs queries.

Note: Do not change these options unless advised to do so by the Discoverer manager.

For more information, see:

"What are summaries?"

"What are worksheets?"

Summary Data

When do you want to use Summary data?

Use these radio buttons to specify when you want Discoverer to use summaries. The table below describes options available.

Option Use to
Always, when available Specify that you want Discoverer to use summaries automatically where possible.
Only when summary data is not out of date (stale) Specify that you want Discoverer to use summaries when up-to-date data is available.
Never Specify that you do not want Discoverer to use summaries.

Query Governor

Use these radio buttons to specify how Discoverer handles queries.

Notes


Options dialog: Sheet tab

Use this tab to specify how all new worksheets are displayed. For example, use this dialog to:

For more information, see:

"What are worksheets?"

Table headers

Show column headings

Use this check box to display or hide column headings on worksheets. You might want to hide column headings if they are not required on a worksheet. Discoverer displays column headings by default.

Show row numbers

Use this check box to display or hide row numbers on worksheets. You might want to show row numbers to enable users to use the row numbers to locate a specific worksheet row.

Column width

Use this drop down list to specify the column width. The available options are:

Crosstab headers

Show item labels

Use this check box to display or hide the crosstab item labels (e.g. Region). If item labels have been defined, they are displayed on the crosstab vertical or side axis.

Show heading gridlines

Use this check box to display or hide crosstab vertical axis heading gridlines.

3D heading gridlines

Use this check box to display the crosstab heading gridlines in 3D style. This check box is only enabled when the Show heading gridlines check box is selected.

Crosstab style

Use this drop down list to control the appearance of the side axis on a crosstab as follows:

Table and crosstab data area

Show vertical gridlines

Use this check box to display or hide the vertical gridlines in the data body.

Show horizontal gridlines

Use this check box to display or hide the horizontal gridlines (i.e. in the data body).

Gridline color

Use this button to change the color of the gridlines that are displayed (i.e. in the data body).

Sheet content

Show title

Use this check box to display or hide the worksheet title. When you select this check box Discoverer displays a title area at the top of each new worksheet.

Hint: You can also specify whether Discoverer displays or hides the title of the current worksheet (for more information, see "How to display or hide worksheet titles or text").

Show text area

Use this check box to display or hide the text area. If a text area has been defined, it appears at the bottom of the worksheet.

Show null values as

Use this drop down list to specify how Discoverer displays null (or empty) values. For example, if you typed the words No information available in this field, Discoverer will display this text when there is no data for a cell. Discoverer displays a blank cell by default.

Show drill links as

Use this check box list to specify that Discoverer displays drill links as icons. Alternatively, you could clear this check box to specify that Discoverer displays drill links as hypertext links.

Example

This area of the dialog indicates how the worksheet will look, with the options you have set.


Page Setup dialog

Use this dialog to select Page Setup options for the current worksheet. For example, you might want to change the orientation or margin size, or create a page header and footer.

Note: Page Setup options affect how a worksheet prints out but not how a worksheet is displayed on-screen in Discoverer Plus Relational.

For more information, see:

"What are Page Setup options"

For more information about Page Setup options, see:

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to close the Page Setup dialog and return to the previous dialog. Discoverer applies the Page Setup options for the current session. To save the Page Setup options permanently for the selected worksheet, you must save the workbook (for more information, see "How to save workbooks").


Page Setup dialog: Graph tab

Use this dialog to specify how to print worksheet graphs. For example, you might want Discoverer to adjust the scaling to fit a large graph onto one printed page.

Note: This tab is displayed when a worksheet has a graph currently displayed or the Graph check box on the "Print dialog" is selected.

For more information, see:

"What are Page Setup options"

"About Page Setup options for graphs"

"How to print Discoverer worksheets"

Graph

Use these radio buttons to specify a graph size. For example, if a graph is too large to fit on a printed page, you might reduce the size of the graph to fit the page. For an illustrated example of graph scaling, see "About Page Setup options for graphs").

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to close the Page Setup dialog and return to the previous dialog. Discoverer applies the Page Setup options for the current session. To save the Page Setup options permanently for the selected worksheet, you must save the workbook (for more information, see "How to save workbooks").


Page Setup dialog: Header/Footer tab

Use this dialog to add a header or footer to a printed worksheet. For example, you might want to add a report author details or the date and time to the top of a worksheet. For a detailed example of a worksheet with a header and footer, see "About elements of a printed worksheet in Discoverer Plus Relational".

Note: A header or footer that you create is displayed on the printed worksheet but is not displayed on-screen.

Hint: Make sure that the header margin size and footer margin size specified on the "Page Setup dialog: Margins tab" are big enough to print the header and footer that you specify.

For more information, see:

"What are Page Setup options"

"About elements of a printed worksheet in Discoverer Plus Relational"

"How to print Discoverer worksheets"

Header

Use these fields to create a header at the top of the worksheet. For example, you might want to print the date and time at the top of the worksheet. The header is printed on every page above the worksheet title (if printed) and worksheet body.

Border Below

Use this drop down list to print a solid line below the header to separate the header from the rest of the worksheet (e.g. worksheet title, worksheet data, graph).

Insert

Use this button to display a drop down list of text variables (e.g. date, time) that you can insert into the Left, Center, and Right fields for the header (for more information about variables, see "Notes" below).

Hint: Before you insert a text variable, click inside the Left, Center, or Right fields for the header, then click Insert.

Font

Use this button to display the "Header/Footer Font dialog", which enables you to select a font style for the header.

Left/Center/Right

Use these fields to enter text that you want to appear in the header. You can enter text and variables. For example, to display the text Weekly Report at the left of the header, click inside the Left field and type Weekly Report.

Footer

Use these fields to create a footer at the bottom of the worksheet. For example, you might want to print the name of the worksheet creator at the bottom of the worksheet. The footer is printed on every page below the worksheet text area (if printed) and worksheet body.

Border Above

Use this drop down list to print a solid line above the footer to separate the footer from the rest of the worksheet (e.g. worksheet text area, worksheet data, graph)

Insert

Use this button to display a drop down list of text variables (e.g. date, time) that you can insert into the Left, Center, or Right fields for the footer (for more information about variables, see "Notes" below).

Hint: Before you insert a variable, click inside the Left, Center, and Right fields for the footer, then click Insert.

Font

Use this button to display the "Header/Footer Font dialog", which enables you to select a font style for the footer.

Left/Center/Right

Use these fields to enter text that you want to appear in the footer. You can enter text and text variables. For example, to display Weekly Report at the left of the footer, place the cursor in the Left field and type Weekly Report.

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to close the Page Setup dialog and return to the previous dialog. Discoverer applies the Page Setup options for the current session. To save the Page Setup options permanently for the selected worksheet, you must save the workbook (for more information, see "How to save workbooks").

Notes


Page Setup dialog: Margins tab

Use this dialog to select margin values (for more information, see "About elements of a printed worksheet in Discoverer Plus Relational"). For example, if you are using a Fit to page option, you might want to make a worksheet or graph bigger by increasing the amount of available print space.

The margins you specify determine the space available when selecting the scaling options on the "Page Setup dialog: Table/Crosstab tab" and the "Page Setup dialog: Graph tab".

For more information, see:

"About elements of a printed worksheet in Discoverer Plus Relational"

"About printing in Discoverer Plus Relational"

"How to print Discoverer worksheets"

Units

Use this drop down list to change the units used by the fields below. For example, you might want to display the values below as either 1 inch, 2.54 centimetres, or 72 pixels.

Top

Use this field to specify the size of the top margin. The greater the value, the more space between the top of the printed page and the first line of the worksheet (e.g. the worksheet title or first row of data on each page).

Note: If the top margin is less than the header margin, the header will not print.

Left

Use this field to specify the size of the left margin. The greater the value, the more space between the left side of the printed page and the worksheet data or graph.

Bottom

Use this field to specify the size of the bottom margin. The greater the value, the more space between the bottom of the printed page and the last line of the worksheet (e.g. the worksheet text area or last row of data on each page).

Note: If the bottom margin is less than the footer margin, the footer will not print.

Right

Use this field to specify the size of the right margin. The greater the value, the more space between the right side of the printed page and the worksheet data or graph.

Header

Use this field to specify the amount of the space between the top of the printed page and the header text specified on the "Page Setup dialog: Header/Footer tab".

Note: If a header margin is greater than a top margin, a header will not print.

Footer

Use this field to specify the amount of the space between the bottom of the printed page and the footer text specified on the "Page Setup dialog: Header/Footer tab".

Note: If a footer margin is greater than a bottom margin, a footer will not print.

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to close the Page Setup dialog and return to the previous dialog. Discoverer applies the Page Setup options for the current session. To save the Page Setup options permanently for the selected worksheet, you must save the workbook (for more information, see "How to save workbooks").


Page Setup dialog: Table/Crosstab tab

Use this dialog to select page ordering, scaling, and whether to repeat worksheet headers on each printed page. For example, you might want Discoverer to adjust the scaling to fit an entire worksheet onto one printed page.

For more information, see:

"About printing in Discoverer Plus Relational"

"What are Page Setup options"

"How to print Discoverer worksheets"

Table/Crosstab Page Order

Use these options to specify how you want to print reports that do not fit onto one printed page.

Repeat Row, Column and Page Item Headers on Every Page

Use this check box to specify whether to print header information on every printed page.

Table/Crosstab scaling

Use these options to increase or decrease the amount of space occupied by the worksheet within the specified margins.

Hint: You can also increase the amount of space available on a printed page by changing the margin sizes (for more information, see "Page Setup dialog: Margins tab").

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to close the Page Setup dialog and return to the previous dialog. Discoverer applies the Page Setup options for the current session. To save the Page Setup options permanently for the selected worksheet, you must save the workbook (for more information, see "How to save workbooks").


Page Setup dialog: Worksheet tab

Use this dialog to select a paper orientation and to specify the areas of the worksheet you want to print. For example, you might want to use landscape format to print a wide report.

For more information, see:

"About printing in Discoverer Plus Relational"

"What are Page Setup options"

"How to print Discoverer worksheets"

Paper Size

This read-only field displays the default paper size for the default printer.

Orientation

Use these radio buttons to specify how the worksheet is positioned on the printed page.

Title

Use these radio buttons to specify whether to repeat the worksheet title area on each printed page.

Text

Use these radio buttons to specify whether to repeat the worksheet text area on each printed page.

Page Items

Use these radio buttons to specify the page item values you want to print. The page item values you specify are printed when you print the current worksheet, or print the whole workbook. If you print the currently selected worksheet only, you can change the page item values selected using the Page Items options on the "Print dialog".

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to close the Page Setup dialog and return to the previous dialog. Discoverer applies the Page Setup options for the current session. To save the Page Setup options permanently for the selected worksheet, you must save the workbook (for more information, see "How to save workbooks").


Parameters dialog

Use this dialog to select a worksheet item on which to create a parameter for the selected worksheet to prompt end users for a parameter value. For example, if you create a link to a worksheet with an active City parameter, you might want to activate a Region parameter instead. In this scenario, when an end user selects the link, they are prompted for a Region, not a City.

You can also change the default parameter value that is used to refine the worksheet displayed when a link is used to connect two worksheets. For example, if you want a link to display a worksheet called Sales that contains a parameter on the Month item, you might want to change the default month from January to February.

Note: If you enter all possible values in the Parameters field, the end user is not prompted to specify a parameter value when they use the link. For example, if you create a link that displays a worksheet with a month parameter, if you specify all twelve months in the Parameters field, Discoverer will not prompt the end user for a month, but will display data for all months.

You can also create a dynamic link, which displays different data for each worksheet cell depending on the value of the cell. For example, you might want to click a link on a worksheet item called Year to display a sales information for that particular year. The value of the worksheet cell is passed to the target worksheet using a worksheet parameter. For more information, see "How to create drill links to Discoverer worksheets".

For more information, see:

"About user defined drill links"

"About drilling in Discoverer worksheets"

"What are parameters?"

Parameters

Use this field to change the default parameter value that you pass to the target worksheet by doing one of the following:

<Down arrow button>

This button displays a list of select a worksheet items whose value you can to pass to the target worksheet.

For example, if you create a link on a worksheet item called Year to a target worksheet has an active parameter on year, select Year from the drop down list. Discoverer passes the value of each cell (e.g. 2005, 2006) to the target worksheet as a parameter value and filters the worksheet data using the parameter value. In other words, if you select the link on the 2005 worksheet value, Discoverer displays a worksheet filtered on 2005 data. If you select the link on the 2006 worksheet value, Discoverer display a worksheet filtered on 2006 data.

Description

This read-only field displays a description of the current parameter that can contain additional information such as hints on using the parameter.


Percent Contribution dialog

Use this dialog to create a percent contribution calculation. A percent contribution calculation calculates how much each value contributes to the sum of a set of values, and expresses the ratio as a percentage. For example, you might want to know how each store in a group of stores contributes to annual profits.

This type of analysis is sometimes referred to as reporting analysis.

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Reporting function examples"

Percent contribution on

Use this drop down list to choose the item for which you want to calculate the percent contribution. For example, you might choose Sales SUM to calculate a percent contribution of sales values.

Restart percent contribution at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, if you have Sales SUM values for each store and you want to calculate the percentage contribution for each store in relation to annual profits, you might choose Calendar Year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Percent Difference dialog

Use this dialog to create a percent difference calculation. A percent difference calculation typically calculates the difference between an initial value and a subsequent value, and expresses the result as a percentage. For example, you might want to calculate the difference between sales in one month and sales in another month expressed as a percentage.

This type of analysis is sometimes referred to as LAG/LEAD analysis.

Note: To calculate just difference between an initial value and a subsequent value, use the Difference calculation (for more information, see "Difference dialog").

For more information, see:

"What are analytic functions?"

"Examples of using row-based and time-based intervals"

"How to create a new calculation using an analytic function template"

"LAG/LEAD function examples"

Compare values of

Use this drop down list to choose the item for which you want to calculate the percentage difference. For example, you might choose Sales SUM to calculate the change in sales values over time.

Preceding value

Use this drop down list to specify the number of rows or the number of time periods in which you want to compare the values. For example, you might choose 3 to calculate the difference in sales compared to three months previously.

Use the adjacent drop down list to choose a row-based interval or a time-based interval. For example, you might choose Months Before Current Value to compare sales values with earlier sales values.

Hint: If you have time-based data, use time-based groups (e.g. Days/Weeks/Months Before Current Value). If you do not have time-based data, use row-based groups (e.g. Rows Before Current Value). For more information about types of group, see "About windowing".

For examples of specifying row-based and time-based intervals, see "Examples of using row-based and time-based intervals".

Order rows by

Use this drop down list to specify how to order the worksheet values. For example, you might choose Calendar Month to compare sales in one month with sales in other months.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose City to sort values on city within month.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Restart calculation at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate the difference in Sales SUM values within year, you might choose Calendar Year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Percent Rank dialog

Use this dialog to create a percent rank calculation. A percent rank calculation calculates the relative position of a value in a group of values, and expresses the result as a percentage. For example, you might want to find out which products are in the top 25% and top 50% of best selling products. In other words, if you calculate the percent rank for sales totals for 15 stores (highest value ranked 1):

You can therefore find the top 25% and 50% of the best performing stores.

Note: Percent Rank analysis is similar to cumulative distribution.

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Ranking function examples"

Rank based on

Use this drop down list to choose the item for which you want to calculate the percentage rank. For example, to calculate the percent rank of stores, you might choose Sales SUM.

Use the adjacent drop down list to specify the ranking order. For example, you might choose Highest Value Ranked 1 if you want stores with the highest sales to have the highest ranked list positions. In other words:

Then rank based on

Use this drop down list to choose an item that is used to determine the rank of values if they have tied ranks (i.e. the same rank in the Rank based on field).

For example, to find stores with the highest sales and lowest costs you might choose the following:

In other words, if you have two stores with the same Sales SUM value, you might determine the rank by looking at the Costs SUM value to see which store has the lowest costs.

Restart ranking at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate a percent rank of Sales SUM values within year, you might choose Calendar Year. In other words, if Sales SUM values span two years you will have a best performing store for each year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Percent Running Contribution dialog

Use this dialog to create a percent running contribution calculation. A percent running contribution calculation can be used for Pareto analysis (sometimes referred to as 80-20 analysis). Pareto analysis calculates how the running total contributes to a group, and expresses the result as a percentage. For example, you might want to know how the top five stores contribute as a percentage of annual sales.

This type of analysis is sometimes referred to as reporting analysis.

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Reporting function examples"

Percent running contribution on

Use this drop down list to choose the item for which you want to calculate the running total. For example, you might choose Sales SUM to calculate a percent running total of sales values.

Order rows by

Use this drop down list to specify how to order the values. You typically order by the item specified in the Percent running contribution on drop down list, or a time period item.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose City to sort values on city within month.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Restart percent running contribution at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate the percent running contribution of each store in relation to all stores for each year, you might choose Calendar Year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".


Preceding Value dialog

Use this dialog to create a preceding value calculation. A preceding value calculation returns the value that is a specified number of rows or a specified time period before each value. For example, you might want to know what the previous month's sales are for each value.

You typically create preceding calculations for use in other calculations. For example, you might use the preceding month's sales values to calculate the change in sales from the previous month.

This type of analysis is sometimes referred to as LAG/LEAD analysis.

Note: To return a following value rather than a preceding value, use the Following Value dialog (see "Following Value dialog").

For more information, see:

"What are analytic functions?"

"Examples of using row-based and time-based intervals"

"How to create a new calculation using an analytic function template"

"LAG/LEAD function examples"

Preceding value of

Use this drop down list to choose the item for which you want to return the preceding value. For example, you might choose Sales SUM to calculate a previous sales value.

Return value

Use this drop down list to specify the number of rows or the number of time periods in which you want to compare the values. For example, you might choose '3' to compare sales values with earlier sales values.

Use the adjacent drop down list to choose a row-based interval or a time-based interval. For example, you might choose Months Preceding Current Value to compare sales values with earlier sales values.

Hint: If you have time-based data, use time-based groups (e.g. Days/Weeks/Months Before Current Value). If you do not have time-based data, use row-based groups (e.g. Rows Before Current Value). For more information about types of group, see "About windowing".

For examples of specifying row-based and time-based intervals, see "Examples of using row-based and time-based intervals".

Order rows by

Use this drop down list to specify how to order the worksheet values. For example, you might choose Calendar Month to compare sales with the previous month's sales.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Hint: If you have specified a time-based group in the Return value fields, specify a time-based value in the Order rows by fields (e.g. Calendar Month).

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose 'City' to sort values on city within month.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Restart calculation at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate the preceding value of sales values of months within each year, you might choose Calendar Year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".

Notes


Print dialog

Use this dialog to specify the parts of the worksheet you want to print. For example, you might want to print an entire workbook, or just the currently displayed graph.

For more information, see:

"About printing in Discoverer Plus Relational"

"What are Page Setup options"

"How to print Discoverer worksheets"

Print

Use these options to select the Discoverer worksheets to print.

Page Setup

Use this button to display the "Page Setup dialog", which enables you to change the print settings for the current worksheet (e.g. select the orientation or margin size, create a page header and footer).

Print Preview

Use this button to display the "Print Preview dialog", which enables you to check that the layout is correct before you print the worksheet.

OK

Use this button to display the operating system print dialog, which enables you to print the report.


Print Preview dialog

Use this dialog to check that the worksheet print layout is correct before you print the report. For example, you might want to make sure that you can fit a printed report onto a single side of A4 size paper.

For more information, see:

"About printing in Discoverer Plus Relational"

"What are Page Setup options"

"How to print Discoverer worksheets"

Zoom

Use this drop down list to increase and decrease the magnification of the report in the preview pane below.

<Preview pane>

This area shows how the worksheet will look when it is printed. Use the page navigation buttons (<<,<,>,>>) to display different pages in the report in the <Preview pane>.

Page Setup

Use this button to display the "Page Setup dialog", which enables you to change the print settings for the current worksheet (e.g. select the paper orientation or margin size, create a page header and footer).

Print

Use this button to print the worksheet. Discoverer displays the operating system print dialog, which enables you to set additional print options and print the report.

Close

Use this button to close the Print Preview dialog and display the previous dialog.


Rank dialog

Use this dialog to create a rank calculation. A rank calculation calculates the ranked list position of values. For example, you might want to know what are the top ten highest performing stores based on sales.

Hint: If you want to perform top-n analysis, apply a condition to the worksheet to limit the data by rank. For example, you might use a condition where Rank is less than or equal to ten to find the top ten values.

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

"Ranking function examples"

Rank based on

Use this drop down list to choose the item for which you want to calculate the rank. For example, to calculate the relative position of stores based on sales, you might choose Sales SUM.

Use the adjacent drop down list to specify the ranking order. For example, you might choose Highest Value Ranked 1 if you want stores with the higher sales to have the higher rank.

Then rank based on

Use this drop down list to choose an item that is used to determine the rank of values if they have tied ranks (i.e. the same rank in the Rank based on field).

For example, to find stores with the highest sales and lowest costs you might choose the following:

In other words, if you have two stores with the same Sales SUM value, you might determine the rank by looking at the Costs SUM value to see which store has the lowest costs.

Restart ranking at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate a rank of Sales SUM values within year, you might choose Calendar Year. In other words, if Sales SUM values span two years you will have a best performing store for each year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Rank Ties

Use these radio buttons to specify how you want to calculate the rank of a value following two or more identical values (known as ties).

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".


Reference Lines dialog

Use this dialog to specify reference lines for a graph. A reference line is a fixed line against which graphed values can be compared. For example, you might add a reference line to represent a sales target, to emphasize which regions achieved the sales target.

For more information, see:

"About components of a Discoverer graph"

Show

Use this field to specify whether reference lines appear in the graph.

Color

Use this field to specify the color of the reference lines.

Thickness

Use this field to specify the thickness (or weight) of the reference line.

Label

Use this field to specify a label for the reference line. Click in the box and type a label. The label is displayed in the graph legend.

Cross at

Use this field to specify the value along the axis at which the reference line is displayed. For example, to represent a sales target of $100,000, you might enter 100,000. Or, on a percentage axis, enter 40 to add a reference line at 40%.


Running Total dialog

Use this dialog to create a running total calculation. A running total calculation calculates the total starting with the first value in the group, adding each previous total value to the next value in the group. For example, you might want to calculate a cumulative total of sales figures.

This type of analysis is sometimes referred to as windowing.

For more information, see:

"What are analytic functions?"

"How to create a new calculation using an analytic function template"

Running total on

Use this drop down list to choose the item for which you want to calculate the running total. For example, you might choose Sales SUM to calculate a running total of sales values.

Order rows by

Use this drop down list to specify how to order the values. For example, you might choose Calendar Month if you want running total across months.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Then order rows by

Use this drop down list to specify a secondary order for the values. For example, you might choose Calendar Month from the Order rows by list and City from the Then order rows by list to sort values on city within month.

Use the adjacent drop down list to specify whether to order values in ascending order (i.e. Lowest to Highest) or descending order (i.e. Highest to Lowest).

Restart running total at each change in

Use this list to specify which groups to use if you want to arrange results into groups (sometimes referred to as partitions).

For example, to calculate a running total for Sales SUM values within year, you might choose Calendar Year here. In other words, if you have Sales SUM values spanning two years, you will have a running total for each year.

If you do not specify a group, Discoverer treats all worksheet values as a single group.

Calculation

This read-only field displays the underlying formula that you are building as you specify values for the fields above. This formula is updated each time you change one of the values in the fields above. When you click OK, the formula is transferred to the Calculation field in the "New Calculation dialog" or the "Edit Calculation dialog".


Save Workbook to Database dialog

Use this dialog to save the current workbook in the database. For example, you might want to save a new workbook that you have just created, or save a copy of an existing workbook with a new name.

Hint: If you want to publish the workbook to other Discoverer Plus Relational or Discoverer Viewer users, you must save the workbook and share it (for more information, see "About sharing workbooks"). Before you publish a Discoverer workbook, make sure that the workbook is designed for maximum performance (for more information, see "About designing workbooks for maximum performance").

For more information, see:

"What are workbooks?"

View

Use this list to specify the type of workbooks you want to display in the Workbooks list. For example, you might choose My Workbooks to display only workbooks owned by the database user that you are logged in as.

<View style button>

Use this drop down list to select a style for the Workbooks list. For example, you might choose the User Tree option to display workbooks grouped by database user. Or you might choose Workbook Tree to display workbooks in alphabetical order.

Name contains

Use this field to restrict the Workbooks list to those workbooks with names that contain the character(s) that you specify. For example, enter 'January' to display in the Workbooks list only those workbooks with names that contain January.

Clear

Use this button to clear any text in the Name contains field and display the names of all workbooks in the Workbooks list.

Workbooks

Use this list to view the names of existing workbooks in the database.

Hint: Click on a column name to sort the Workbooks list on that column. Click on the arrow in a column name to reverse the sort order. You can also drag and drop columns to a different position in the Workbooks list.

New name

Use this field to enter a name for the workbook and click Save to save the workbook. The name you enter must be unique.

You can enter a name in the New name field that:

Save

Use this button to save the workbook in Discoverer and close the dialog.

Notes


Schedule Wizard dialog

Use this dialog to create new scheduled workbooks. For example, you might want to schedule a weekly report, or create a snap shot of Discoverer data to share with another Discoverer user.


This dialog is also displayed as:
Edit Scheduled Workbook dialog (when you are editing a scheduled workbook)
Copy Scheduled Workbook dialog (when you are copying a scheduled workbook)

For more information, see:

"Schedule Wizard dialog: General tab"

"Schedule Wizard dialog: Schedule tab"


Schedule Wizard dialog: General tab

Use this dialog to specify a name and description for a scheduled workbook, and specify which worksheets are included for processing. For example, you might want to schedule only one worksheet in a workbook.


This dialog is also displayed as:
Copy Scheduled Workbook dialog: General tab
Edit Scheduled Workbook dialog: General tab

For more information, see:

"What are scheduled workbooks?"

"When to use scheduled workbooks"

"About how scheduled workbooks are processed"

What do you want to name this scheduled workbook?

Use this field to enter a short descriptive name for the scheduled workbook. This name will be used by users to identify the workbook in Discoverer.

What description do you want for this scheduled workbook?

Use this field to enter additional information about the workbook. This information is used by workbook users when they choose which workbooks to open.

(optional) Which worksheet(s) do you want to include in this scheduled workbook?

Use this list to specify which worksheets you want to include in the scheduled workbook. To include a worksheet, select the check box next to the worksheet.

(optional) Select All

Use this button to select every worksheet in the worksheet list.

(optional) Select None

Use this button to deselect every worksheet in the worksheet list.


Schedule Wizard dialog: Schedule tab

Use this dialog to specify when you want the scheduled workbook to be processed. For example, you might want to process a workbook at 1.00 a.m. when the network has spare capacity.


This dialog is also displayed as:
Copy Scheduled Workbook dialog: Schedule tab
Edit Scheduled Workbook dialog: Schedule tab

For more information, see:

"What are scheduled workbooks?"

"When to use scheduled workbooks"

"About how scheduled workbooks are processed"

When do you want to schedule this workbook?

Use these fields to specify when you want Discoverer to process the scheduled workbook.

How often do you want to schedule this workbook?

Use these fields to specify how often Discoverer processes the scheduled workbook.

Do you want to keep all versions of results?

Use these fields to specify whether to store scheduled workbook results sets or over-write the previous scheduled workbook results set each time Discoverer produces a new set. If a report is processed frequently, using this option might require a large amount of database space - contact the Discoverer manager for more details.

How long do you want to keep the results?

Delete results after _ days

Use this field to specify how long you store the latest scheduled workbook results set. For example, if you process a weekly report, you might delete the results after seven days to minimize the amount of database space used.


Scheduling Manager dialog

Use this dialog to manage scheduled workbooks. For example, to create a new scheduled workbook, or change the time or frequency of an existing scheduled workbook.

For more information, see:

"What are scheduled workbooks?"

"When to use scheduled workbooks"

"About how scheduled workbooks are processed"

Scheduled Workbooks:

Use this list to look at the workbooks that are currently scheduled and whether scheduled workbook results sets are ready to open, as follows:

Hint: If a scheduled workbook results sets has 'Report Ready' in the Status field, the report has been processed and is ready to open. To open a report, select the report and click Open.

Open

Use this button to open the currently selected scheduled workbook results set in Discoverer. You can then analyze the worksheet data, print reports, and share the data with other Discoverer users.

Note: The Open button is grayed out if you have selected a scheduled workbook in the Scheduled Workbooks list. Make sure that you first select a scheduled workbook results set.

Edit

Use this button to display the "Schedule Wizard dialog: Schedule tab", where you change currently selected scheduled workbook.

Copy

Use this button to make a copy of the selected scheduled workbook that you can edit to create a new scheduled workbook. This provides a quick way to create a scheduled workbook when a similar scheduled workbook already exists.

Delete

Use this button to remove the currently selected scheduled workbook or scheduled workbook results sets permanently. Do one of the following:

Note: You can also use the Unscheduled button to stop a scheduled workbook from being processed but keep its results sets.

View Error

Use this button to find out why a scheduled workbook failed. The Error Details dialog displays the error message generated when the scheduled workbook failed.

Unschedule

Use this button to stop the currently selected scheduled workbook but keep its scheduled workbook results sets.

Note: The Unscheduled button is grayed out if:

Hint: To restart a scheduled workbook that has been unscheduled, use the Copy option to copy the scheduled workbook and recreate it.

Schedule

Use this button to display the "Schedule Wizard dialog: General tab", where you create scheduled workbooks.

Refresh

Use this button to refresh the Scheduled Workbooks list with up-to-date status information.

Note: If you only have Discoverer privileges to open scheduled workbook results, this button is grayed out. For more information about the Discoverer privileges that you have, contact the Discoverer manager.


Select Condition dialog

Use this dialog to add an existing condition to a new condition. For example, you might want to use an existing condition to build a new complex condition.

For more information, see:

"What are conditions?"

Select a condition

Use this list to select which existing condition you want to add to the new condition. A new condition statement line is added to the condition Formula area on the "New Condition dialog" or "Edit Condition dialog" dialog.


Select Item dialog

Use this dialog to select which item you want to match against when defining a condition or a parameter, as follows.

Data.Month = Analysis.Month

you display data where January exists in both items Data.Month and Analysis.Month.

Select an item

Use this list to select which item you want to match against. For example, if you are creating a parameter to enable worksheet users to choose which year's data they want to analyze, you might choose Video Analysis Information.Calendar Year.


Select item to drill dialog

Use this dialog to select which item you want to use to drill into or out of a worksheet.

Note: This dialog is displayed when there are too many items to display in a drop down list.

For more information, see:

"About drilling in Discoverer worksheets"

Select one of the following items to drill

Use this list to select the item on which you want to drill. For example, you might choose Calendar Month to display worksheet data for individual months.


Selected items pane

Use this pane to see the items that are currently included in the worksheet, to edit items, and to remove items from the worksheet. For example, you can see sorts and conditions that are active in the currently displayed worksheet.

For more information, see:

"What are items?"

"About Discoverer's drag and drop features"

The table below describes options on the Selected Items toolbar.

Button Description
This graphic is described in surrounding text.
Use this button to remove the item currently selected in the Selected Items pane from the worksheet.
This graphic is described in surrounding text.
Use this button to edit the item currently selected in the Selected Items pane. This button is grayed out for read-only items created by the Discoverer manager.
This graphic is described in surrounding text.
Use this button to display the Show Condition dialog, which enables you to view details of the currently selected condition. This item is active for read-only conditions created by the Discoverer manager. You cannot edit or delete conditions created by the Discoverer manager.
This graphic is described in surrounding text.
Use this button to remove the currently selected item from the worksheet. This button is grayed out for read-only items created by the Discoverer manager (e.g. mandatory conditions that you are not allowed to remove).
This graphic is described in surrounding text.
This button indicates that folders are shown in the item list below. Use this button to toggle the list style from Show Folders to Hide folders.
This graphic is described in surrounding text.
This button indicates that folders are not shown in the item list below. Use this button to toggle the list style from Hide Folders to Show folders.

<Items list>

Use this list to see the items currently included in the worksheet, and remove items from the worksheet.

To remove an item from the worksheet, do one of the following

To edit a worksheet item (e.g. a condition or percentage), select the item and select the Edit icon on the Selected Items toolbar (see table above).

For descriptions of icons in the <Items list>, see "About icons used in the Discoverer item navigator".


Select Parameter dialog

Use this dialog when you select an item in the Item field that has a parameter created against it, and you want to match the selected item against a dynamic value entered as a parameter.

For example, you have a parameter called 'Increase amount' that is set to 1000. The 'Increase amount' parameter value entered is used to calculate a stock increase amount. You might also want to restrict the worksheet to items where the quantity is greater than the value of the 'Increase amount' parameter (i.e. 1000 in this example).

For more information, see:

"What are parameters?"

Select a parameter

Use this list to select which parameter value you want to match against the selected item.


Select User dialog

Use this dialog to search for and select the database user (or role) with whom you want to share workbooks. For example, to narrow your search you might want to list only database usernames that begin with the letter C.

For more information, see:

"About sharing workbooks"

"About sharing workbooks and security"

Search in

Use this drop down list to specify whether to search for database users (and/or roles), or both.

Search by

Use this drop down list to specify how you want to match against the value that you type in the Search for field. For example, to find all database usernames starting with the letter T, choose Starts With and type T in the Search for field.

Search for

Use this field to enter the text that you want to search for. For example, to find all database usernames starting with the letter T, type T and choose Starts With from the Search by drop down list.

Go

Use this button to start the search according to the search criteria that you have specified and display matching values in the Results list in groups of 100.

If you click Go when the Search for field is empty, all database users specified by the Search In value are displayed.

Results

This list displays the results of the search. Use this list to select a database user (or role). Select a name in the list and click OK.

Previous

Use this button to display the previous 100 database users (or roles).

Next

Use this button to display the next 100 database users (or roles).


Select Value dialog

Use this dialog to search LOV values and select the value that you want. For example, when you choose a parameter value or condition item that has a long list of values, you might want to search for values that begin with the letter 'C', and then select 'CPM'.

For more information, see:

"Using lists of values (LOVs)"

Search by

Use this drop down list to specify how you want to match values. For example, choose Starts With and enter 'T' as a Search for value to list only items beginning with the letter 'T'.

Search for

Use this field to enter the text that you want to match against. For example, enter 'T' here and choose Starts With in the Search by drop down list to list only items beginning the letter 'T'.

Go

Use this button to start the search according to the search criteria that you have specified and display matching values in the Displayed values list below. If you click Go when the Search for field is empty, the first group of values in the LOV is displayed.

Case-sensitive

Use this check box to specify whether you want to match upper and lower case letters exactly when searching (e.g. when selected, the search term 'New York' would find 'New York', but would not find 'NEW YORK', 'new york', or 'new York').

Displayed values

This list displays values that match the search criteria that you have specified, or values displayed by default when the dialog is first displayed.

<Left arrow>

Use this button to display the previous set of values.

<Right arrow>

Use this button to display the next set of values.

Notes


Select Values dialog

Use this dialog to search LOV values and select the values that you want. For example, when you choose a parameter value or condition item that has a long list of values, you might want to search for values that begin with the letter 'C', and then select 'CPM' and 'CPN' and 'CPO'.

For more information, see:

"Using lists of values (LOVs)"

Search by

Use this drop down list to specify how you want to match values. For example, choose Starts With and enter 'T' as a Search for value to list only items beginning with the letter 'T'.

Search for

Use this field to enter the text that you want to match against. For example, enter 'T' here and choose Starts With in the Search by drop down list to list only items beginning the letter 'T'.

Go

Use this button to start the search according to the search criteria that you have specified and display matching values in the Displayed values list below. If you click Go when the Search for field is empty, the first group of values in the LOV is displayed.

Case-sensitive

Use this check box to specify whether you want to match upper and lower case letters exactly when searching (e.g. when selected, the search term 'New York' would find 'New York', but would not find 'NEW YORK', 'new york', or 'new York').

Displayed values

This list displays values that match the search criteria that you have specified, or values displayed by default when the dialog is first displayed. Use this list to choose values that you want to select. To choose values, move values from the Displayed values list to the Selected values list.

Note: You can select more than one value by pressing the Ctrl key and clicking another value.

Selected values

Use this list to see which values are currently selected. To deselect values, move values from the Selected values list to the Displayed values list.

<Left arrow>

Use this button to display the previous set of values.

<Right arrow>

Use this button to display the next set of values.

Notes


Select Workbook from Database dialog

Use this dialog to choose a workbook to schedule. For example, you might have created a workbook called Sales Report that you want to process weekly.

For more information, see:

"What are scheduled workbooks?"

"When to use scheduled workbooks"

View

Use this drop down list to select the type of workbooks you want to display in the Workbooks list. For example, you might choose My Workbooks to display only workbooks that you have created.

<View style button>

Use this drop down list to select a style for the Workbooks list. For example, you might choose the User Tree option to display workbooks grouped by database user. Or you might choose Workbook Tree to display workbooks in alphabetical order.

Name contains

Use this field to restrict the Workbooks list to those workbooks with names that contain the character(s) that you specify. For example, enter 'January' to display in the Workbooks list only those workbooks with names that contain January.

Clear

Use this button to clear any text in the Name contains field and display the names of all workbooks in the Workbooks list.

Workbooks

Use this list to select a workbook to schedule. To schedule a workbook, select the workbook and click Select or double-click on the workbook name.

Hint: Click on a column name to sort the Workbooks list on that column. Click on the arrow in a column name to reverse the sort order. You can also drag and drop columns to a different position in the Workbooks list.

Description

This field displays additional information about the workbook, which was entered using the "Workbook Properties dialog". Use this information to help you decide which workbook you want to schedule. This area is blank if no description is available.

Hint: To add or edit the description, update the workbook properties (for more information, see "How to view and update a workbook's properties").

Select

Use this button to schedule the workbook highlighted in the Workbooks list.


Share Workbooks dialog: User -> Workbook tab

Use this dialog to share multiple workbooks with a single database user (or role) in one operation. For example, you might have created a number of workbooks for analyzing sales and want to give a single Discoverer user access to all of the workbooks.

You can also use this dialog to see the workbooks that Discoverer users have access to.

Note: To give many Discoverer users access to a single workbook in one operation, use the "How to share the currently open workbook with other Discoverer users".

For more information, see:

"What are workbooks?"

"About sharing workbooks and security"

User

Use this drop down list to specify the database user or database role that you want to access the workbooks.

Note: Database users are represented by a person icon. Database roles are represented by a mask icon. For more information about selecting database users (and/or roles), see "About sharing workbooks".

Select User...

Use this button to display the "Select User dialog", which enables you to search for and select a user or role.

Workbooks

This area enables you to select workbooks to share.

Note: Scheduled workbooks have a clock icon in front of the workbook name. If you share a scheduled workbook, you share all scheduled workbook results sets produced by that scheduled workbook. For more information, see "What are scheduled workbooks?".

Description

This field displays additional information about the currently selected workbook, which was entered using the "Workbook Properties dialog". Use this information to help you decide which workbook you want to share. This area is blank if no description is available.

Hint: To add or edit the description, update the workbook properties (for more information, see "How to view and update a workbook's properties").

Notes


Share Workbooks dialog: Workbook -> User tab

Use this dialog to share a single workbook with multiple database users (and/or roles) in one operation. For example, you might have created a workbook for analyzing sales and want to publish the workbook to a group of Discoverer Viewer users.

You can also use this dialog to see the workbooks that Discoverer users have access to.

Note: To give a single Discoverer user access to many workbooks in one operation, use the "How to share multiple workbooks with a single Discoverer user".


This dialog is also displayed as:
Share Workbook dialog

For more information, see:

"What are workbooks?"

"About sharing workbooks and security"

Workbook

This field displays the name of the currently selected workbook (that you selected in the Manage Workbooks dialog). If you want to share a different workbook, click Cancel and select a different workbook in the Manage Workbooks dialog.

Note: Scheduled workbooks have a clock icon in front of the workbook name. If you share a scheduled workbook, you share all scheduled workbook results sets produced by that scheduled workbook. For more information, see "What are scheduled workbooks?".

Users

This area enables you to select users with which to share the workbook.

Description

This field displays additional information about the currently selected workbook, which was entered using the "Workbook Properties dialog". Use this information to help you decide which workbook you want to share. This area is blank if no description is available.

Hint: To add or edit the description, update the workbook properties (for more information, see "How to view and update a workbook's properties").

Notes


Show Condition dialog

This dialog enables you to see in detail a condition defined by the Discoverer manager. When using conditions created by the Discoverer manager, you can look at them, but you cannot change them or remove them from the worksheet.

You can turn them on and off just like other conditions created by you or other Discoverer users.

For more information, see:

"What are conditions?"

What would you like to name your condition?

This field displays the name of the condition.

What description would you like to give your condition?

This field displays additional information about the condition entered when the item was created. It is blank if no additional information is available.

Formula

This box shows the components of the condition:


Sort Crosstab dialog

Use this tab to change the default sort order of items on the current crosstab worksheet. For example, you might want to order numerical sales data from highest to lowest to analyze at sales performance.

For more information, see:

"About sorting on crosstab worksheets"

"How to sort data on a crosstab worksheet"

"Examples of sorting"

Item to sort

Use this list to select the item on which you want to sort. For example:

Note: Group sorts automatically take precedence over non-group sorts.

Sort Details for <worksheet item>

Use this table to specify sort details for the worksheet item selected in the Item to sort list.

Data Point

Use this field to specify the data point on which you want to sort. For example, you might choose Profit SUM to order data by the amount of profit.

Row or Column

Use this field to specify which row or column you want to sort, as follows:

Note: This field is blank if the sort item is not a data point.

Direction

Use this drop down list to change how the data is ordered.

Default sort on row/column headings

Use this drop down list to choose a default sort order.

Add

Use this button to add a new sort to the Sort details for table. Use the Data Point, Row/Column, and Direction fields to specify sort details.

Delete

Use this button to remove the sort currently selected in the sort list from the Sort details for table.

Move up

Use this button to change the order of precedence of the selected sort item. Moving a sort up the list increases its precedence.

Move down

Use this button to change the order of precedence of the selected sort item. Moving a sort down the list decreases its precedence.

Notes


Stoplight colors dialog

Use this dialog to change the default colors that categorize worksheet values as unacceptable, acceptable, and desirable in the current worksheet. For example, you might want to change the color for the acceptable category from the default color (i.e. yellow) to blue. Discoverer applies colors that you specify to all existing and new stoplight formats in the current worksheet.

Note: If you are editing default Discoverer options (i.e. you chose Tools | Options and displayed the Formats tab) you use this dialog to specify the default stoplight colors for new stoplight formats that you create in any workbook.

For more information, see:

"What is conditional formatting?"

"Notes on using conditional formats and stoplight formats"

What colors should be used to identify Stoplight Data?

Use these fields to specify the color of values in the unacceptable, acceptable, and desirable categories. Click a color button next to a category to display a color palette for that category and select a color.


Text area

Use this area to edit the worksheet text area that can be displayed at the bottom of a worksheet.

For more information, see:

"What are worksheets?"

"How to create or edit worksheet titles or text"

"How to display or hide worksheet titles or text"

Hint: Double click on the worksheet text area to display the "Edit Text Area dialog", which enables you to create or edit the worksheet text. Alternatively, right-click and choose Text from the right-click menu.


Title area

Use this area to edit the worksheet title area that can be displayed at the top of a worksheet.

For more information, see:

"What are worksheets?"

"How to create or edit worksheet titles or text"

"How to display or hide worksheet titles or text"

Hint: Double click on the worksheet title area to display the "Edit Title dialog", which enables you to create or edit the worksheet title. Alternatively, right-click and choose Title from the right-click menu.


Total Format dialog (Default Options)

Use this tab to change the default total style for new worksheet items.

Note: Changing the default total style does not change the total style for existing worksheet items. Choose Format | Item Formats to change the format of existing worksheet items.

For more information, see:

"About Discoverer worksheet types"

Font

Use this drop down list to specify a text font.

Size

Use this drop down list to specify a font size.

Style

Use this drop down list to specify a font style (for example bold, italic, underlined, or sans-serif).

Color

Text

Use this color pane to specify a color for the item text.

Actual font size

Use this check box to display text in the example area in the font size and style selected.


Workbook Properties dialog

Use this dialog to find out information about the current workbook. For example, to see when it was created or last revised, or who owns the workbook. You might also want to store additional information that will help other Discoverer users choose which workbook they want to use.

For more information, see:

"What are workbooks?"

"How to view and update a workbook's properties"

Name

This read-only field displays the name of the current workbook prefixed with the name of the End User Layer.

Owner

This read-only field displays the database login name of the workbook owner.

Date Created

This read-only field displays the date that the workbook was created.

Note: For scheduled workbooks, the time is the time on the Web server, which might be different from the time on the client browser machine.

Date Modified

This read-only field displays the date that the workbook was last updated.

Date Scheduled

If the current workbook is a scheduled workbook, this read-only field displays the date that the workbook was scheduled.

Note: For scheduled workbooks, the date is the time on the Web server, which might be different from the date on the client browser machine.

Date Run

If a scheduled workbook results set is currently selected, this read-only field displays the date that the workbook was processed.

Identifier

Use this field to change the unique name assigned to the workbook (known as an identifier).

Do not change identifiers except under the following circumstances:

Note: Do not change the Identifier value unless specifically asked to do so by the Discoverer manager.

Description

Use this field to enter additional information about the workbook. This information is displayed on the Open Workbook dialog to help Discoverer users choose which workbook they want to open.

Notes


Workbook Wizard: Create/Open Workbook dialog

Use this dialog to specify the type of workbook you want to open. When opening a workbook, you need to know whether it is a workbook stored in the Discoverer database, or whether it is a scheduled workbook stored in the Discoverer database.

If you are not sure about the type of workbook to open, contact the Discoverer manager.

For more information, see:

"What are workbooks?"

"What are worksheets?"

What do you want to do?


Worksheet Properties dialog: Aggregation tab

Use this tab to control how Discoverer populates cells for aggregated values (sometimes referred to as roll-up values) for the current worksheet.

For more information, see:

"What are aggregated values in Discoverer"

"What are linear and non-linear totals"

"Examples of worksheet aggregation in Discoverer"

If Discoverer cannot compute an aggregated cell value, how should the cell be populated?

Use these options to specify how you want Discoverer to populate cells for aggregated values. If you clear the Use the aggregation behavior selected by the Discoverer manager check box, the radio button options beneath become active.

Use the aggregation behavior selected by the Discoverer manager

Use this check box to control whether you specify how Discoverer calculates aggregated values, or whether you accept the default Discoverer behavior specified for you by the Discoverer manager, as follows:

Aggregation options

If you clear the Use the aggregation behavior selected by the Discoverer manager check box, use these options to manually control how Discoverer populates cells for aggregated values.

Notes

Notes on aggregation when sharing worksheets between Discoverer Desktop and Discoverer Plus Relational/Viewer users

This section explains how Discoverer computes aggregated values if you share Discoverer worksheets with other Discoverer Desktop or Discoverer Plus Relational/Viewer users.

Note: If a potential fan trap situation exists, make sure that Discoverer users specify the same fan trap settings (for more information, see "Options dialog: Advanced tab").

About sharing a Discoverer worksheet between Discoverer Plus Relational users

To make sure that a Discoverer worksheet contains the same aggregated values regardless of which Discoverer Plus Relational user opens it, do one or both of the following:

About sharing a Discoverer worksheet between Discoverer Plus Relational and Discoverer Desktop users

If you want to share a Discoverer worksheet between Discoverer Plus Relational and Discoverer Desktop, note the following:


Worksheet Properties dialog: General tab

Use this tab to view and change the properties of the current worksheet. For example, you might want to change the worksheet name to give the worksheet a more user-friendly name.

For more information, see:

"What are worksheets?"

Name

Use this field when you want to change the name of the current worksheet. The name entered here is displayed at the bottom of the worksheet. When you create without explicitly giving the worksheet a name, Discoverer creates a default name for you (e.g. Sheet1, Sheet2). Changing the default name to something more meaningful can make the worksheet more usable for other Discoverer users.

Identifier

This read-only field displays the unique characters assigned to the worksheet (known as an identifier). You might need to know this value to confirm the identity of a worksheet.

Description

Use this field to enter additional information about the worksheet. This information is displayed in worksheet lists to help Discoverer users choose which worksheet they want to look at.


Worksheet Properties dialog: Sheet/Crosstab Format tab

Use this tab to specify how the current worksheet is displayed. Use this dialog to:

For more information, see:

"What are worksheets?"

Table headers (options displayed for tabular worksheets)

Show column headings

Use this check box to display or hide column headings on the current worksheet. You might want to hide column headings, for example if they are not required on a worksheet. Discoverer displays column headings by default.

Show row numbers

Use this check box to display or hide row numbers on the current worksheet. You might want to show row numbers, for example to enable users to use the row numbers to locate a specific worksheet row. Discoverer displays row numbers by default.

Crosstab headers (options displayed for crosstab worksheets)

Show item labels

Use this check box to display or hide the crosstab item labels on the current worksheet (e.g. Region). If item labels have been defined, they are displayed on the crosstab vertical or side axis.

Show heading gridlines

Use this check box to display or hide crosstab heading gridlines on the current worksheet.

3D heading gridlines

Use this check box to display the crosstab heading gridlines in 3D style. This check box is only enabled when the Show heading gridlines check box is selected.

Crosstab style

Use this drop down list to select a value to configure the side (left) axis on a crosstab as follows:

Table/Crosstab data area

Show vertical gridlines

Use this check box to display or hide the vertical gridlines (in the data cells).

Show horizontal gridlines

Use this check box to display or hide the horizontal gridlines (in the data cells).

Gridline color

Use this button to change the color of the gridlines that are displayed in the data cells.

Sheet Content

Show null values as

Use this drop down list to specify how Discoverer displays null (or empty) values. For example, if you typed the words No information available in this field, Discoverer will display this text when there is no data for a cell. Discoverer displays a blank cell by default.

Example

This area shows you how the worksheet will look, with the options you have set.