Select the Date Hierarchy option and click Next to open the
2. Edit the Hierarchy as required.
The Edit Hierarchy dialog is divided into two tabs. ■ Items Use this tab to add or remove the items that use this hierarchy. ■ Name Use this tab to edit the hierarchy’s name and description. For more information about the above tabs see Edit Hierarchy dialog: Name tab or Edit Hierarchy dialog: Items tab select date items that will use this date hierarchy .3. Click OK.
How to edit date hierarchy templates This section describes how to edit an existing date hierarchy template. When you edit a date hierarchy template, all date items that use the date hierarchy template are modified to reflect the changes. 1. Click the date hierarchy template on the Hierarchies page and choose Edit | Edit… to display the Edit Hierarchy dialog: Name tab . Creating and Maintaining Hierarchies 13-11 Figure 13–14 Edit Hierarchy dialog: Name tab2. Edit the hierarchy as required.
The Edit Hierarchy dialog is divided in to two tabs: ■ Date formats Use this tab to change the date formats and their position in this date hierarchy template. ■ Name Use this tab to edit the date hierarchy template’s name and description. For more information about the above tabs see Edit Hierarchy dialog: Name tab or Edit Hierarchy dialog: Items tab select date items that will use this date hierarchy .3. Click OK.
How to apply a date hierarchy template to a date item This section describes how to apply a date hierarchy template to an existing date item. When you apply a date hierarchy template to an existing date item, Discoverer Administrator automatically creates all the date items that are required to complete the date hierarchy. These new date items appear in the same folder as the original date item prefixed with the name of the original date item. If you change the date hierarchy template that is applied to a date item, Discoverer creates new date items to reflect the new date hierarchy template. However Discoverer does not remove the date items from the previous date hierarchy. If you want to remove date items from a previous date hierarchy you must remove them manually. For example, if you create the date hierarchy YYQQMM and assign it to the date item Transaction Date, Discoverer creates the following items in the folder: ■ Transaction Date YY ■ Transaction Date QQ ■ Transaction Date MMParts
» 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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