optional Edit the Properties of the new condition and set the Visible to user
13
Creating and Maintaining Hierarchies 13-113
Creating and Maintaining Hierarchies This chapter explains how to implement and maintain hierarchies using Discoverer Administrator, and contains the following topics: ■ What are hierarchies? ■ What are item hierarchies? ■ What are date hierarchies? ■ How to create item hierarchies ■ How to create date hierarchies and templates ■ How to edit item hierarchies ■ How to edit date hierarchy templates ■ How to apply a date hierarchy template to a date item ■ How to set the default date hierarchy template ■ How to delete item hierarchies or date hierarchy templates ■ How to modify default date hierarchies that use date format ’RR’ following upgrade to Oracle Business Intelligence Discoverer Administrator ■ About creating a hierarchy using the CONNECT BY clause in a custom folder ■ How to create a hierarchy with a custom folder and the CONNECT BY clause, using the emp table from the scott schema What are hierarchies? Hierarchies are default drill paths between items that you define in Discoverer Administrator. You create hierarchies between items in a business area to provide Discoverer end users with a default drill hierarchy. There are two kinds of hierarchy: ■ item hierarchies ■ date hierarchies Discoverer end users can use hierarchies to: ■ drill up to a more general level of detail for example, Store to City to Region to Country ■ drill down to a finer level of detail for example, Country to Region to City to Store 13-2 Oracle Fusion Middleware Administrators Guide for Oracle Business Intelligence Discoverer Hierarchies can link items in a business area where no relationship is defined in the database. For more information about business areas, see Chapter 5, Creating and Maintaining Business Areas . What are item hierarchies? Item hierarchies are relationships between items other than dates. An example of an item hierarchy: Figure 13–1 Sales item hierarchy The Sales item hierarchy links a country with its regions, cities and stores. To use this hierarchy a Discoverer end user could use a report that shows sales from a country perspective. The Discoverer end user could then drill down from country to see sales per region, sales per city or sales per store, and then drill back up to the country level. The Sales item hierarchy from a Discoverer end user perspective is shown below. Figure 13–2 Sales item hierarchy - Discoverer end user perspective The figure below shows the Sales item hierarchy from a database perspective.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.
Show more