Define what data or items you want to match against using the Values field.
1.
On the Workarea: Data tab , select the condition that you want to edit. 2. Choose Edit | Edit... to display the New Condition dialog . Figure 12–3 Edit Condition dialog3. Edit the condition details as required.
4. Click OK to save the details and close the dialog.
The updated condition is displayed on the Workarea: Data tab . Note : You can also use the Condition Properties dialog to change conditions. How to edit condition properties You edit a condition’s properties to change the way that it behaves, or change its identifier for more information, see What are identifiers? , which is a unique Discoverer identification label. You can also change the way that a condition behaves by editing the condition itself for more information, see How to edit conditions . To edit condition properties:1. On the
Workarea: Data tab , select the condition that you want to edit. 2. Choose Edit | Properties to display the Condition Properties dialog .3. Edit the condition properties.
4. Click OK to save the details and close the dialog.
The Workarea: Data tab is updated to reflect any changes made to the condition. How to delete conditions You delete a condition when you want to remove it permanently from the business area. For example, you might have previously filtered data relating to the year 2000, and would now like Discoverer users to access data relating to all available years. To delete a condition:1. On the
Workarea: Data tab , select the condition that you want to delete. 2. Choose Edit | Delete to display the Confirm Delete dialog . 12-8 Oracle Fusion Middleware Administrators Guide for Oracle Business Intelligence Discoverer 3. Click Yes at the confirmation screen to remove the condition permanently. The condition is removed from the business area. Note : When Discoverer users next re-open workbooks that use a deleted condition, or refresh the worksheets using the deleted condition, previously filtered out data will be available to the Discoverer end users. Example conditions The following examples show how conditions are used in Discoverer Administrator. For more examples of conditions, see the Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Discoverer Plus. Example 1: Using a condition to find data for the year 2002 To create a condition that returns only data for the year 2002, enter the following in the Formula area of the New Condition dialog: Example 2: Using a condition to find sales in the last seven days To create a condition that only returns the sales in the last seven days using the calculated item, “Transaction Age in Days”, enter the following in the Formula area of the New Condition dialog: Note that the Transaction Age calculated item has the following formula FLOOR SYSDATE - Transaction Date This type of condition is sometimes described as a “rolling window” condition because the “window” of rows it returns changes from day to day. Example 3: Using a condition to find shipments in Quarter 3 To create a condition that only returns shipments made in quarter 3 Q3 regardless of year using the calculated item, ’Ship Quarter’, enter the following in the Formula area of the New Condition dialog: Note that the Ship Quarter calculated item has the following formula: EUL_DATE_TRUNCShip Date, “Q” Item Condition Value Year = 2002 Item Condition Value Transaction Age in days 7 Item Condition Value Ship Quarter = ’Q3’Parts
» Oracle Fusion Middleware Online Documentation Library
» Identify users’ requirements Oracle Fusion Middleware Online Documentation Library
» Create an EUL mandatory if one does not exist already.
» Create a business area and load data into it mandatory.
» Refine the structure of the business area so that users can view data in the most
» Grant business area access to users or roles mandatory.
» Deploy Discoverer Oracle Fusion Middleware Online Documentation Library
» If you specified a database user other than the current user to be the EUL owner, Click Finish.
» Select the Create a new user option.
» Select or clear the Grant EUL access to PUBLIC check box as follows:
» Select or clear the New EUL is for use by Oracle Applications users ONLY check
» Specify a name for the new database user in the User field.
» Specify a password for the new database user in the Password field.
» Specify the new database user’s password again in the Confirm Password field.
» Specify the default and temporary tablespaces for the new database user.
» Click Finish. Oracle Fusion Middleware Online Documentation Library
» Choose File | Connect to display the
» Specify the username, password, and TNS alias for the owner of the EUL that you
» Click Cancel to close the Load Wizard.
» Click Delete an EUL to display the
» Make sure that the EUL specified in the EUL field is the one you want to delete
» Select the Selected Objects in the End User Layer option and click Next to display
» Use the Which objects do you want to export? drop down list to display the EUL
» Move the object that you want to export from the Available list to the Selected
» optional Select the Generate XML for exported workbooks check box to save
» optional Select the Save export commands as a text file .txt check box to save
» Click Add to display the Open dialog.
» Locate and select one or more import files and click Open to return to the
» Click Start to begin the import.
» Click Create a new business area conditional option, displayed only when
» Select the database link from the Select a Database Link drop down list.
» Move the tables or views that you want to load into the business area, from the
» Click Finish to begin the refresh business areas process.
» Move the object on which you want to base the simple folder from the Available
» optional Select one or more joins and click OK.
» On the Oracle Fusion Middleware Online Documentation Library
» Choose Insert | Folder | Custom to display the
» Specify the SQL statement on which the custom folder will be based.
» When you are certain that you want to delete the selected folder, click Yes.
» Select the folder that you want to delete from the Orphaned Folders field.
» Click the business area in the Selected business areas list.
» Select or clear the Allow Administration check box as required.
» Enter the search criteria in the Search For field and click Go.
» Choose an Oracle system profile to apply to the user or role from the Select an
» Specify the content of the UsersRoles list by selecting the Users check box and the
» Specify when you want to force the user to schedule workbooks.
» Set the scheduled workbook options as required.
» Click OK to save the changes you have made and close the Privileges dialog.
» Select the List of Values check box.
» Move the items that use this item class, from the Available items list to the
» Select the Use these items in drill to detail check box to enable drill to detail
» Click OK. Oracle Fusion Middleware Online Documentation Library
» optional Select a row in the Impact dialog to view text at the bottom of the
» Click Close when you have finished reviewing the impact that the deletion
» Discoverer Plus worksheet using a parameter.
» Click Apply. Click OK to close the Item Properties dialog.
» Use the drop down lists for Master Items and Detail Items to select a new
» Display the Oracle Fusion Middleware Online Documentation Library
» Click Close to close the Impact dialog when you have finished reviewing the
» Select the folder that you want to contain the new calculated item on the
» Enter the calculation formula in the Calculation field.
» Click OK when you have finished specifying details in the Calculation field.
» Choose Insert | Condition to display the
» Define what data or items you want to match against using the Values field.
» Specify whether to match the case of text data using the Match Case check box as
» On the Choose Edit | Delete to display the
» Select the Online dictionary check box and click Next to display the
» Select the SYS user from the Select the users whose tables you want to load list
» Expand the SYS user in the Available list box and drag the ALL_USERS view into
» Select the List of values for items of type check box and the Character check box,
» optional Edit the folder properties of ALL_USERS and set the Visible to user
» Type Username into the Name field.
» Type USER into the Calculation field.
» optional Edit the Properties of the new condition and set the Visible to user
» Set the summary property Available for Queries to Yes.
» Select the Date Hierarchy option and click Next to open the
» Specify a name and description for the new date hierarchy.
» optional To make this date hierarchy template the default, select the Set as
» Click the date hierarchy template on the Hierarchies page and choose Edit |
» Edit the hierarchy as required. Click OK.
» Expand Date hierarchy templates then highlight the default date hierarchy that
» Set the custom folder property Visible to user to No for more information, see
» Set the folder property Visible to user for each of these complex folders to No for
» Select the Have Discoverer recommend and create the best summaries option
» Select the tablespace in which to store summary data in the Tablespace to use for
» In step 4 of the Load Wizard click the option Summaries based on folders that are
» Set the Repeat every fields for the refresh interval you want.
» For each database column, drag the corresponding item from the Available items
» Display the Select the numbered column heading for the summary combination that
» Clear the Oracle Applications User check box if the check box is displayed.
» Click Connect. Oracle Fusion Middleware Online Documentation Library
» Click Yes. Discoverer displays the
» Move the business areas that you want the selected Oracle Applications user to
» Select the Allow Administration check box as required.
» Enter FND_GLOBAL.USER_NAME into the Function Name field.
» Enter FND_GLOBAL.USER_NAME into the Display Name field.
» Enter APPS into the Owner fiel
» Choose Varchar in the Return Type field.
» Enter some meaningful text into the Identifier field.
» Enter the following SQL statement into the Enter the SQL to define the custom
» Select Delete this Business Area and its Folders.
» Select the Yes, I have completed a database export and am ready to upgrade the
» Click Proceed with Upgrade to create a new Version 5.1 EUL using data copied
» From the Windows Start menu, choose Programs | Oracle Business Intelligence
» Enter the database user name and password of the owner of the EUL that you
» Install Oracle Business Intelligence Discoverer.
» Follow the instructions in Oracle Application Server 10g Upgrading to 10g 10.1.2 to
» Install Discoverer Desktop on client machines using the CD that is supplied with
» Click Yes to display the Install Sample Data dialog.
» Click No to display the EUL Manager dialog.
» If the VIDEO5 database user is not displayed in the Selected usersroles list, move
» Type VIDEO5 in the Password field. Click Finish. Click OK.
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