Sharing Workbooks Oracle Fusion Middleware Online Documentation Library

6-20 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Discoverer Desktop 7 Building Worksheets and Workbooks 7-1 7 Building Worksheets and Workbooks 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. Topics in this chapter include: ■ Building a New Workbook or Worksheet ■ Editing a Worksheet

7.1 Building a New Workbook or Worksheet

The basic steps to create a new workbook or worksheet are as follows: Required Steps ■ Select the type of display for the new worksheet or workbook. ■ Select the data that belongs on the worksheet or in the workbook. Optional Steps ■ Arrange the data on a table or crosstab layout. ■ Sort the data for tables only. ■ Select conditions to apply to the data. ■ Select calculations to apply to the data. Note: You use the same basic process to build workbooks and worksheets. In fact, to build a new workbook, you create the initial worksheet for the new workbook. Thus, the steps described in this section are for both processes—building a new workbook and building a new worksheet. 7-2 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Discoverer Desktop To start the process to build a new workbook or worksheet, choose either of the following: 1. Choose Sheet | New Sheet to build a new worksheet. 2. Choose File | New to create a new workbook. 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.”

7.1.1 Selecting Display Type

1.

Click the icon for the type of display for the new worksheet.

2. Click Next.

Figure 7–1 Workbook Wizard Dialog Box The next dialog box is for selecting the data that you want on the new worksheet.

7.1.2 Selecting the Data

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. Building Worksheets and Workbooks 7-3 Figure 7–2 Step 2: Select the Data 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:

1.

Select the business area from the drop-down menu at the top of the Available list. 2. Click the plus + sign next to a folder to see all of the items in it. 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.