Expand Date hierarchy templates then highlight the default date hierarchy that

13-16 Oracle Fusion Middleware Administrators Guide for Oracle Business Intelligence Discoverer Note the following points about the SQL statement in the custom folder you created in the above step: ■ the column named Level This is a pseudo-column generated by the CONNECT BY function that is used to define the hierarchy in Discoverer. ■ the word PRIOR used in the CONNECT BY statement This makes the SQL look for the next row in which the mgr column equals the value in the empno column in the prior row. ■ the START WITH statement This instructs the SQL to start where mgr is null that is, with the top manager. For more information about the CONNECT BY statement, see the Oracle Database SQL Reference Guide.

2. Set the custom folder property Visible to user to No for more information, see

How to edit folder properties . This makes sure that end users cannot access this custom folder. Note: Although the Level column provides the information needed to create a hierarchy, you first need to separate the rows by Level. You achieve this by creating a complex folder for each level. 3. Create a complex folder for each level for more information, see How to create complex folders . In this example, you create four complex folders. Tip : To create each complex folder, drag all three items Empno, Mgr and Level from the custom folder Recursive Hierarchy into each new complex folder in turn. 4. Name each of the four new complex folders Level1, Level2, Level3, Level4 respectively for more information, see How to edit folder properties 5. Apply a mandatory condition to each complex folder for more information, see How to create simple conditions . Tip : For example, the condition you apply to the complex folder containing data at level 3 is: Level = 3. 7698 7839 2 7782 7839 2 7788 7566 3 7839 1 7844 7698 3 7876 7788 4 7900 7698 3 7902 7566 3 EMPNO MGR LEVEL Creating and Maintaining Hierarchies 13-17 6. Create joins to join the complex folders to each other for more information, see How to create joins . Tip : Use the empno and mgr items to do this. Create a join between the complex folder for Level1 and the folder for Level2 as follows: Level1.empno = Level2.mgr. Follow the above rule for joining the Level2 folder to the Level3 folder and the Level3 folder to the Level4 folder. These joins reflect the hierarchy you want to create.

7. Set the folder property Visible to user for each of these complex folders to No for

more information, see How to edit folder properties . 8. Create another complex folder and give it an appropriate name for example, Chain of Command. Note: This is the complex folder that end users will see. 9. Drag across into the Chain of Command folder, the Empno item from each of the four complex folders created in step 3 above and rename each one as soon as you have dragged it across. Tip : For each Empno item that you drag from one of the folders Level1, Level2, Level3 and Level4 you must rename each appropriately for example, Empno1, Empno2 Empno3, Empno4. This gives you the following result set that Discoverer can use to build a hierarchy: 10. Create a hierarchy based on the items in this folder for more information, see How to create item hierarchies represented by the columns in the table above. Discoverer Plus users will be able to create workbooks and use this hierarchy to drill up and down between the different levels of employees. Empno1 Empno2 Empno3 Empno4 7839 7698 7499 7839 7698 7521 7839 7698 7654 7839 7698 7788 7839 7698 7844 7839 7782 7900 7839 7566 7902 7369 13-18 Oracle Fusion Middleware Administrators Guide for Oracle Business Intelligence Discoverer

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Managing Summary Folders 14-1

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Managing Summary Folders This chapter explains summary folders and how you manage them using Discoverer Administrator, and contains the following topics: ■ About folders and summary folders in Discoverer ■ What are summary folders? ■ What are Discoverer summary tables? ■ What are materialized views? ■ What is Automated Summary Management ASM ■ How does ASM work? ■ What are the prerequisites for creating summary folders with ASM? ■ What are the different ways to run ASM and when do you use them? ■ What is the ASM policy? ■ Why must you refresh summary data? ■ What happens when a summary folder is refreshed? ■ How to run ASM using the Summary Wizard ■ How to run ASM after bulk load using the Load Wizard ■ How to run ASM using the command-line interface ■ How to run ASM using a batch file and the operating system scheduler ■ How to configure the database for summary folders About folders and summary folders in Discoverer Discoverer uses two kinds of folders: ■ folders - represent data Discoverer folders are classified as simple, complex, or custom. For more information, see Chapter 6, Creating and Maintaining Folders . ■ summary folders - represent data that has been queried and the results saved for reuse Discoverer uses summary folders to improve query response times for end users.