Oracle Discoverer Desktop User's Guide 10g (9.0.4) for Windows Part Number B10272-01 |
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Your company's database administrator creates worksheets and workbooks based on your requirements for specific data analysis and reporting. However, while working with Discoverer Desktop, you may want to create additional worksheets and workbooks.
For example, you may want to create a special worksheet as a scheduled report that gets printed each month as part of your business reporting requirements. Or, you may want to consolidate project-specific information in a separate workbook that you share with other team members.
If you have the appropriate access rights (usually granted by the database administrator), you can use the steps explained in this chapter to create worksheets and workbooks.
The topics covered in this chapter include:
The basic steps to create a new workbook or worksheet are as follows:
Required Steps
Optional Steps
To start the process to build a new workbook or worksheet, choose either of the following:
The New Sheet dialog box appears (Figure 7-1).
Note: The sample dialog boxes in the rest of this section are for creating a new worksheet. The dialog boxes for creating a new workbook are the same, except the dialog box titles are "Workbook Wizard" instead of "New Sheet."
The first dialog box in the process is where you select the display type--table or crosstab--for the new worksheet (Figure 7-1).
The next dialog box is for selecting the data that you want on the new worksheet.
This dialog box lists the data in the business area that you can use to build the new worksheet. To include data on the new worksheet, you move it from the Available column to the Selected column.
The icons in the list are:
Business area - the file cabinet icon displays a business area created by the database administrator; to select another business area for the new worksheet, click the drop-down arrow and choose from the list of business areas.
Find button - click the torch icon to find a specific item or folder by name in the current business area, or all business areas.
Folders - the folder icon holds the items that you can select for your worksheets.
To add data to a new worksheet:
Folders containing items available for the current worksheet are active. Others are grayed out.
The items may have plus signs next to them too indicating you can select values for those items as well. For example, the City item contains the names of the cities in the database. You can select a specific city to add to the worksheet.
The following figure shows that the Video Analysis folder is expanded to show its items (such as Department and Region), and the Region item is expanded to show the list of values that correspond to Region (Central, East, West) and the ways to aggregate the data (Count, Max, Min).
The icons in the expanded list are:
Axis Item - for example Region, corresponds to a column on a table or a level on a crosstab; axis items remain constant and have relatively few values, such as the names of Departments in your company, or the names of your Sales Regions. The values of an axis item are shown as a list of values.
Axis Item Value - one of the values of an axis item.
Numeric Item - for example Profit, represents numeric data; corresponds to the data in the body of a crosstab. The values of numeric items can change as you analyze the data, such as summing profits for cities compared to regions. Numeric items also behave as Axis items on tables.
Aggregations - for example SUM, the mathematical functions to aggregate the data; for text items such as Region, the typical aggregations are Count, Max, and Min. That is, you can count the number of text items, or find the highest or lowest (where A might be the highest and Z the lowest).
For numeric data, the typical aggregations are Sum, Count, Max, Min, Average, and Detail. For example, you can find the Sum or Average of the numeric data with the aggregation. The aggregation in boldface type is the default. The database administrator sets which aggregation is the default.
Condition - a filter for finding specific data. The database administrator defines conditions for the folder, not for individual items.
Clicking the Options button displays a dialog box for selecting options for the new worksheet or workbook. See Section 8.5, "Setting Options" for details.
Add specific data to your worksheet as follows:
Key to Figure 7-4.
The Add button becomes active.
The Selected list shows the data for the new worksheet:
You can select data at various levels in the Available list. For example, selecting a folder and moving it to the Selected list, moves all the data within the folder to the Selected list. Similarly, adding an item adds all the values in it to the worksheet. For example, adding the City item adds all the names of the cities.
Adding a numeric item automatically adds its default aggregation functions. All values are automatically added too. Adding an axis item does not automatically add aggregate functions.
To remove an item from the Selected list, click it and drag it back to the Available list, or click the Remove button (under the Add button).
Note: to change selections on the previous dialog boxes, click the Back button.
NOTE: If you add an Aggregated Data Point and a Detail Data Point to the same Worksheet, Discoverer displays a warning that you may get unexpected results. Click OK to continue. |
In this step, you move the items on the worksheet to display them in the proper columns, rows, and page axes. It is the same basic process as on the worksheet itself; that is, drag the item to a new position on the worksheet. See Section 4.1, "Pivoting Data" for a description of moving items to the page axis on a worksheet.
The layout that appears on the dialog box depends on the selection--table or crosstab--in step 1 of the new worksheet/new workbook process. The following figure shows a tabular layout.
The columns on the table correspond to the items selected for the new sheet.
Show Page Items--If an item is selected as a Page Item (as Department is in the example above), this option is not available. If no item is selected as a Page Item, the option becomes available. Removing the checkmark hides the Page Item section of the layout. Click the option again to see the Page Item section.
Hide Duplicate Rows--Select this option to hide duplicate rows of data.
To rearrange the data on the table:
Rearranging items on this layout does not preclude you from rearranging them directly on the worksheet.
Conditions defined for the items added to the Selected list appear in the next dialog box. You can select the conditions as part of the new worksheet or workbook, or create new conditions.
In the figure above, the first two conditions are selected.
See Section 5.5, "Finding Data that Meets Conditions" for a description of creating and editing conditions. See Section 8.4, "Creating Advanced Conditions" for a description of creating advanced conditions.
This step only applies to tables. If you are creating a new worksheet or workbook as a crosstab, the sorting dialog box does not appear.
To sort the data in the new worksheet or workbook:
The items on the new table appear in the drop-down list.
Calculations defined for the items added to the Selected list appear in the final dialog box. You can select the calculations as part of the new worksheet or workbook, or create new calculations.
To select calculations for the data:
In the figure above, all the calculations are selected.
See Section 8.3, "Creating Calculations" for a complete description of creating and editing calculations.
The dialog boxes for editing a worksheet offer the same selections and features that you use to create a worksheet or workbook.
To edit a worksheet:
The Edit Sheet dialog box appears.
The tabs across the top of the dialog box are for editing the various features of the worksheet. Clicking on a tab displays the options for the feature. When the Select Items tab is selected, the items shown in the Selected list are the items currently in use on the worksheet. Items not grayed out in the Available list can be added to the worksheet.
The figure above is for editing a tabular worksheet. A similar dialog box appears for crosstab worksheets, except Table Layout tab becomes Crosstab Layout and the dialog box does not include the Sort tab. To sort crosstab data, choose Tools | Sort.
The first tab on the Edit Sheet dialog box is for adding or deleting items on a worksheet. For example, if the original item on the worksheet is Region, but does not include City names, you can add a column for the cities within the regions.
To add an item to the current worksheet:
To delete an item from the current worksheet:
Use the Layout tab (Figure 7-13) to arrange the items on the worksheet. Drag an item to its new position on the worksheet just as you do on the worksheet itself. Click Hide Duplicate Rows to hide rows that contain the same data.
To remove the Page Items box from the top of the worksheet, drag all items from that box to the report body, then click Shows Page Items to remove the checkmark.
Use the Conditions tab to edit the conditions on the worksheet. Select the conditions for the worksheet. Click to remove the checkmarks next to the conditions that you do not want as part of the worksheet. SeeSection 5.5, "Finding Data that Meets Conditions" for a complete description of conditions.
Use the Sorting tab to change the conditions for sorting on a table. The sort information shows the current sorting applied to the worksheet. See Section 4.3.1, "Sorting Data on Tables" for a complete description of the sorting options for tables.
Note: The Sorting tab is only available for tabular worksheets.
Use the Calculation tab (Figure 7-16) to edit the calculations applied to the worksheet. The selected calculations are active for the worksheet. See Section 8.3, "Creating Calculations" for a complete description of the calculations.
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