User A shares the scheduled workbook with User B, User C, and User D. User B, User C, and User D can access the scheduled workbook results sets in
2. Select a workbook in the list and click Share to display the
Share Workbooks dialog: Workbook - User tab .3. Display the
Share Workbooks dialog: User - Workbook tab Hint : In the User list, database users are represented by a person icon. Database roles are represented by a mask icon. 4. Click Select User to display the Select User dialog . 20-6 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Discoverer Plus 5. Use the Select User dialog to search for and select a database user or role to share the workbooks with. The Shared list now displays workbooks if any that are shared with the currently selected user or role. 6. To share additional workbooks with the selected database user or role, move workbooks from the Available list to the Shared list. Hint: You can select multiple workbooks by pressing the Ctrl key and clicking another workbook. 7. Click OK to share the selected workbooks with the database user or role and close the Share Workbooks dialog. Discoverer users connecting as the database user or role that you selected can access the workbooks when they next connect to Discoverer. Part IV Part IV Advanced Discoverer Plus Relational features This part covers Discoverer Plus Relational’s advanced features, such as scheduling, lists of values, SQL, and changing default settings. 21 Advanced Discoverer Plus Relational Features 21-1 21 Advanced Discoverer Plus Relational Features This chapter explains how to use some of Discoverer Plus Relational’s advanced features, and includes the following topics: ■ Using scheduled workbooks ■ Using lists of values LOVs ■ Changing default settings ■ Using SQL Using scheduled workbooks This section describes how to improve productivity using Discoverer’s scheduling facilities, and includes the following topics: ■ What are scheduled workbooks? ■ When to use scheduled workbooks ■ An example of using a scheduled workbook ■ About accessing scheduled workbook results sets ■ About how scheduled workbooks are processed ■ About scheduled workbooks and aggregation ■ How to schedule workbooks ■ How to edit scheduled workbooks ■ How to copy a scheduled workbook ■ How to unschedule a scheduled workbook ■ How to delete scheduled workbooks and scheduled workbook results sets What are scheduled workbooks? A scheduled workbook is a read-only copy of a workbook that Discoverer processes at a particular time and frequency. For example, you might want to process worksheets in a workbook called Monthly Sales Report at midnight on the first day of each month. You typically use scheduled workbooks to produce regular reports or to produce complex reports that must be processed at off-peak times.Parts
» Oracle Fusion Middleware Online Documentation Library
» optional Enter a description of the connection in the Connection Description
» Select the language you want to use from the Locale drop down list.
» Select an End User Layer from the End User Layer drop down list.
» Click the trash can icon in the Delete column next to the name of the connection
» In the New Password field, enter a new database password for the current user
» In the Verify Password field, re-enter the new database password for the current
» Select an End User Layer from the End User Layer drop down list. Click Finish.
» The top axis. The left axis. Data points.
» Select the workbook you want to analyze from the Workbooks list.
» Click Open to display the selected workbook or set of results.
» Choose File | Save As. Enter a new name in the New name field.
» Text added to the worksheet title area.
» A text variable that is, Date, which displays the current date.
» Worksheet text. Select the workbook you want to delete from the Workbooks list.
» Use the Title check box to specify whether the worksheet title area is displayed at
» Enter the new name for the worksheet in the Name field. Click OK to save the details.
» optional Use the Find Previous and Find Next buttons to search for other Click Close to close the
» Click Create a workbook to display the
» Select the business area you want to use from the drop down list at the top of the
» Move the folders and items you want to include in the new worksheet from the
» Display the appropriate tab for the properties you want to edit as shown below.
» To remove an item from the worksheet, move the item from the Selected list to the
» Choose Format | Heading to display the
» Horizontal grid line. Click OK to save changes and return to the worksheet.
» The graph legend or key. Notice that the axis labels are underlined that is, linked,
» Display the graph you want to analyze.
» optional To change the default advanced drill options, click Show Advanced to Click OK.
» Select an item from the list. Click OK.
» Select Drill to Detail from the Where do you want to drill to? drop down list.
» Enter a value for each parameter by doing one of the following:
» Deactivate the condition or calculation used with the parameter:
» Click OK to close Edit Worksheet dialog.
» Open the Discoverer workbook containing the worksheet to which you want
» Click New Conditional Format to display the
» Click New Stoplight Format to display the
» Click OK to close the Conditional Formats dialog.
» To activate a condition, move the condition from the Available list to the Selected
» To deactivate a condition, move the condition from the Selected list to the
» A grand total defined on Profit SUM for all regions.
» To display an existing total, move the total from the Available list to the Selected
» To hide an existing total, move the total from the Selected list to the Available list.
» Under Which data point would you like to create a total on?, select the item you
» A grand total for all regions Total for All Values: £320,301.
» Use the Which data point do you want to base your percentage on? drop down
» The percentage values calculated by Discoverer. For example, using the new
» For example, the Video Rental department in the Central region contributes 41 of
» The Group field set to Group Sort.
» Display the worksheet you want to sort. Choose Tools | Sort to display the
» To display an existing calculation, move the calculation from the Available list to
» Enter a name for the calculation in the What do you want to name this
» Use the Click OK to apply the Page Setup options. Open the workbook you want to print.
» Select the Entire Workbook option.
» Follow the on-screen instructions to create the PDF file.
» Display the Oracle Fusion Middleware Online Documentation Library
» If parameters are required for the worksheets that you specify, use the
» Choose File | Scheduling Manager to display the
» Select the scheduled workbook you want to unschedule in the Scheduled
» Click Close to close the Scheduling Manager dialog.
» optional Select the Case sensitive check box to match upper and lowercase
» If the Displayed values list contains the value that you want, select the value from Display the
» select a type from the Type list enter changes in the Edit Type field
» Select the name of a connection name in the Connection column to start
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