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Logging In and Generating

Reports

Chapter 4

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 1 06/25/01
Logging in and Generating Reports

Chapter Objectives

At the end of this chapter, the student will be able to:

• Login to Discoverer

• Generate parameterized reports including:


− Formatting Parameter Values
− Selecting Parameter Values
− Using the Task Parameter

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 2 06/25/01
Logging In

Copyright 2001 California Institute of Technology. All rights reserved.

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Discoverer Login

1. Double-click the Oracle Discoverer icon on the desktop to open the


application.

[The Discoverer icon may vary depending upon user’s desktop.]

The Connect to Oracle Discoverer pop-up window will open.

2. Enter your username in the Username field.

3. Enter your password in the Password field.

• Make sure “DWPROD” is in the Connect field.

4. Select to complete logon (or select the Enter key).

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


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Generating Reports

Accessing Workbooks

Copyright 2001 California Institute of Technology. All rights reserved.

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Generating Reports

Accessing Discoverer Workbooks

Oracle Discoverer has two workbook functions that allow users to conduct queries and
generate reports:

• Open workbooks and conduct parameterized queries

• Create workbooks and conduct ad hoc queries (covered in the Advanced Oracle
Discoverer course and training material)

To Open a Workbook

1. Select the “Open an existing workbook” icon from the Workbook Wizard pop-up
window.

The lower portion of the Workbook Wizard will open as shown on next page.

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 6 06/25/01
2. Select the “Database” icon to show the available workbooks.

The Open Workbook from Database pop-up window will open. This window
lists the available workbooks. For a detailed explanation of each workbook,
please refer to the chapter on “Introduction to Discoverer Workbooks and
Worksheets.”

DWADMIN.PTASTATUS (NON-GB)
DWADMIN.PTASTATUS (GB)
DWADMIN.SUMMARY BY PROJECT
DWADMIN.SUMMARY BY AWARD

3. Highlight the desired workbook by clicking on the workbook title.

4. Select the “Open” icon.

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


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The Workbook in Other Database Account pop-up window will open.

5. Select “OK.”

The selected workbook will launch and prompt the user to run a query as
shown below.

Running Parameterized Queries and Generating Reports

6. Choose the preferred Run Query Option from the pop-up window above.
• Selecting “No” allows the user to access one of the other worksheet/report tabs
available in the workbook selected (ex. Salary or Exp. Details report)
• Selecting “Yes” will open the Parameter Wizard for the selected
worksheet/report (The “Summary” report is the default when accessing a
workbook from the Database).

7. Select “Yes” to open the Parameter Wizard.

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 8 06/25/01
Using the Parameter Wizard
The Parameter Wizard assists users with the entry of values for the desired query. Users
may enter parameter values manually or select them from the drop-down list. Query
results are pulled from the database for those projects, tasks, and awards where activity
exists.

8. Enter or select the periods(s) in the Select Periods Name field.

9. Enter or select the project(s) in the Select Project Number(s) field.

IMPORTANT – If the user has task level access only, the project
number will not appear in the drop down list. The user must enter the project
number in the “Select Project Number(s)” field to access the task information.

10. Enter the award(s) or accept the wildcard (%) in the “Select Award Number(s)”
field.

11. Select Next to enter specific task parameters.

• Skip this step to retrieve all tasks associated with the project(s) and award(s)
entered.

NOTE: Discoverer will automatically retrieve all tasks a user has access to for
the project(s) and award(s) selected.

12. Select the Finish button to run the query.

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 9 06/25/01
Formatting Parameter Values in the Parameter Wizard

Manual Entry Method

1. Field-level
parameters must be
surrounded by
single quotes and be
entered in
UPPERCASE.

2. Multiple values
must be separated
by a comma (,) ‘OCT-FY2001’,’NOV-FY2001’

3. Periods must be
entered in the
Oracle format
shown

Use: ‘%’ or ‘GB.000001’


4. Either accept the
wildcard in the
“Award” field or
select the specific
award
corresponding to the
project(s) entered.

Formatting Parameter Exceptions

• The wildcard (%) cannot be used in the “Select Project Number(s)” field to
locate all projects associated with the award number entered.

Copyright 2001 California Institute of Technology. All rights reserved.

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• The wildcard cannot be used in both the “Select Project Number(s)” and “Select
Award Number(s)” fields at the same time.

Copyright 2001 California Institute of Technology. All rights reserved.

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Selecting Parameter Values from the Drop-down List
The Select Values drop-down list next to each entry field allows users to select parameter
values easily and quickly as opposed to manual entry. The benefits of using the “select
value” method to enter parameter values are that users can select multiple values at once
and the parameter values selected are automatically formatted properly in the Parameter
Wizard.

Access the Select Values pop-up window by selecting the drop-down arrow next to any
entry field.

1. Accept the selected entries 1


and populates the
Parameter Wizard 2
2. Cancels the selections and
closes the Values window
3
3. Accesses Discoverer online
help
4. Selects all entries in the list
5. Deselects all selected 4
entries in the list

Copyright 2001 California Institute of Technology. All rights reserved.

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Chapter 4 - Page 12
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Using the Parameter Wizard with Task Parameter
The task parameter option allows users to enter specific task numbers when conducting
queries and is only available in the “DWADMIN.PTA STATUS (GB) and (NON-GB)”
workbooks.

Access the task parameter field by selecting the Next button from the Parameter Wizard.

• The default value is the wildcard (%) which retrieves all tasks a user has access
to for the project(s) and award(s) selected in the previous window of the
Parameter Wizard.

• Each task entry must be included within single quotes (‘2.1’).

• Multiple entries must be separated by a comma ( , ).

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 13
06/25/01
Using the Wildcard with Task Parameters

Include wildcard characters in your search criteria to search for particular patterns in your
data. You can use the wildcard (%) within a field to represent any number of characters
(including no characters)

Wildcard (%) Entry Option #1

• Task Number followed-by ‘%’.

• Retrieves all task number combinations beginning with the task entered. Refer to
example below.

Wildcard (%) Entry Option #2

• Task number preceded by ‘%’

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• Retrieves all task number combinations beginning with any character or number
of characters preceded by the task number entered. Refer to example below.

Wildcard (%) Entry Option #3

• Task number included within ‘%’

Copyright 2001 California Institute of Technology. All rights reserved.

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• Retrieves all task number combinations where the task number entered appears
anywhere. Refer to example below.

• Select Finish to run the query.

End of activity

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 16
06/25/01
Retrieving the Parameter Wizard

After Running a Query

There are three ways to retrieve the Parameter Wizard after running a query:

The “Refresh Sheet” short cut icon can be used to retrieve the parameter wizard.

Or

Select “Edit Parameter Values” or “Refresh Sheet” from the Sheet Main Menu.

Copyright 2001 California Institute of Technology. All rights reserved.

Discoverer General User's Guide Logging In and Generating Reports


Chapter 4 - Page 17
06/25/01

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