1.

In your Web browser, enter the URL for Discoverer Plus. This URL is of the format:

http://<hostname>.<domain>:<port>/discoverer/plus

The Connect to Discoverer page appears.

Note: Consult with the Discoverer manager for the correct URL.

Example:

http://bi-server.mycompany.com:7778/discoverer/plus

Select OracleBI Discoverer from the Connect To drop-down list. Enter the connection details indicated below:

Click Go.

After you have successfully connected to Discoverer Plus Relational, Step 1 of the Workbook Wizard appears. You can either open an existing workbook or create a new one. By default, the Create a new workbook option is selected.

Select Open an existing workbook.

Click Browse. The Open Workbook from Database window appears. A list of all workbooks to which you have access appears in the Workbooks area.

You can filter the list of workbooks by entering a name or any portion of the name for a workbook, containing the worksheet that you want to open. As you enter a text string in the Name contains text field, the list of workbooks is automatically filtered.

You use the View drop-down list to do the following:

	All Workbooks: Display the names of all workbooks to which you have access
	My Workbooks: Display only the workbooks that you own
	Database Workbooks: Display the database workbooks
	Scheduled Workbooks: Display the scheduled workbooks

You use the View as drop-down list to organize the list of workbooks in the following manner:

	Workbook Tree
	User Tree
	Table

Click the plus sign (+) next to the Sales Analysis workbook.

Click the Category Margins worksheet to select it.

Click Open. A progress window appears while the results are being retrieved.

After the query execution process ends, the worksheet appears.

If the Sales Analysis workbook is still open, click File > New to display the Workbook Wizard. Answer No to Save changes to workbook Sales Analysis?

You must select a worksheet layout and the objects to display in the worksheet. You can select from either of two possible layouts: Table or Crosstab. You can also select any one of the following objects for the worksheet:

	Title
	Page Items
	Graph (and where to place it in relation to the table or crosstab)
	Text Area

Select the Page Items check box and the Table option.

Click Next to advance to Step 2 of the Workbook Wizard.

In this step, you select the items to include in your query. You can select items from any of the business areas to which you have access. Items in a business area are organized in folders. Click the plus sign (+) next to the Sales Analysis folder to view the included items.

Note: You may select items from only one folder or from multiple folders. To select items from multiple folders, a join relationship must exist between the two.

To search for folders and items, click the flashlight icon. The Find dialog box appears. Use the Search in, Search by, and Search for drop-down lists to specify your search criteria.

Enter Profit in the Search for text field and click Go.

Select the Profit data point in the Profits Analysis folder from the Results area and click OK to locate the item.

Click the Add icon to include the item in your query.

Alternatively, if you know the location of the items that you want to include in your query, expand the corresponding folder or folders, click an item to select it, and drag the item to the Selected area.

Note: You can select multiple items at once, if you press and hold down the Ctrl key.

Based on the type of information that you want to display in the Selected area, you can choose either the Show or Hide Folders display options.

From the Profits Analysis folder, first select and then drag the following items to the Selected area:

	Year
	Prod Category

The default aggregate for data points, such as Profit, is commonly set to SUM by the Discoverer manager. Click the plus sign (+) next to the data point to view the different aggregates.

You can select from the following: SUM, AVG, MIN, MAX, COUNT, or Detail.

When you select an item to add to your query, you can include all its values or just a subset of its values. Click the plus sign (+) next to Region in the Profits Analysis folder.

Select the following values from the list of values (LOV) that appear and drag them to the Selected area.

	Americas
	Asia

When a data point that you want to include in your query is not available for selection in the business area, you can compute it by defining an appropriate calculation.

Click the Calculations tab in the Available area.

Right-click My Calculations, and click New Calculation.

Alternatively, select New Calculation from the New drop-down list.

The New Calculation dialog box appears. Enter Profit Margin as the calculation name in the What do you want to name this calculation? text field.

Select Profit SUM and click Paste to add it to the Calculation area.

Click the division sign ( / ). Select Available Items from the Show drop-down list and expand the Profits Analysis folder.

Scroll down and expand Sales Revenue. Select SUM and click Paste.

Click OK to close the New Calculation dialog box and return to Step 2 of the Workbook Wizard. The Profit Margin calculation is added to the Selected area.

Click Next.

In Step 3 of the Workbook Wizard, you specify how you want to display the results and the order in which to display the results.

Drag Region to the Page Items area (also called the page axis).

Arrange the remaining items on the top axis (column headings area of the table) in the order shown below by dragging each item to the appropriate position:

Note: Page Items allows you to view the results of a query in slices (or pages). For example, by placing Region on the page axis, you can display the results one page at a time for each region.

Click Finish to execute the query and view the results.

Note: If you do not see the column headings on your query, select Edit > Worksheet Properties from the menu bar. Click the Table Format tab, select Show column headings, and click OK.

If the table or crosstab is larger than the viewing area, automatic vertical and horizontal scroll bars make it easy to scroll in either direction to view all information.

Optionally, to maximize the results area, you can deselect both the Available and Selected Items Pane options in the View drop-down list.

Deselecting these options hides both panes.

Each time you create a new query, a worksheet is added to the workbook to display the results. To change the default name of the new worksheet from Sheet 1, select Edit > Worksheet Properties from the menu bar.

The Worksheet Properties window appears with the General tab automatically selected. Enter Profits Vs Margins by Prod Category as the name of the new worksheet.

Click the Table Format tab.

Select the Show row numbers check box.

Click the Gridline color icon and select a light gray color from the color palette.

Click OK to close the Worksheet Properties window.

At this point, you are ready to save the new workbook. Select File > Save from the menu bar. The Save Workbook to Database dialog box appears.

Enter Profit Margins by Category into the New name text field and click Save.

In the Profits Vs Margins by Prod Category worksheet, you only want to display data for the years: 1999, 2000, and 2001.

To filter out the information for 1998 from the worksheet, do the following:

	Click any cell containing the value 1998 in the Year column.
	Select the Not Equals icon from the New Conditions drop-down list.

The worksheet automatically refreshes and the rows that correspond to the value 1998 in the Year column are removed from the table.

Next, you want to display data by product category (one product category at a time). To do this, you change the item layout by moving Prod Category to the page axis.

Drag the column heading Prod Category to the Page Items area to the right of Region.

The worksheet automatically refreshes. The new table displays the annual profit and the corresponding profit margin for 1999, 2000, and 2001 from the Electronics product category.

To display profits and profit margins from a different product category (for example, Photo), click the down-arrow icon for Prod Category on the page axis and select Photo from the LOV.

The worksheet refreshes automatically.

To change the information displayed in the table from annual to regional profits and profit margins, you need to swap the positions of Year with Region.

Drag the column heading Region from the Page Items area to the position of Year on the top axis. (Note: When you place the cursor on top of the Year item heading, the Year color changes to light gray as shown in the screenshot).

The worksheet refreshes automatically.

Next, you want to see how each channel contributes to profits and profit margins for each region. To do this, you need to add Channel Class to the worksheet.

Select View from the menu bar and select the Available and Selected Items Pane options.

From the Available Items pane, drag Channel Class to the right of Region on the top axis of the results area.

The Channel Class item is added to the worksheet.

Right-click the Region IN ('Americas', 'Asia') filter in the Selected Items pane and click the Remove from Worksheet icon on the shortcut menu.

The worksheet automatically refreshes and the remaining values of Region are added to the table.

Click the Save icon on the Standard toolbar (or select File > Save from the menu bar) to save the changes that you made to the Profit Margins by Category workbook.

Select Edit > Add Worksheet from the menu bar to launch the Workbook Wizard.

Alternatively, you can launch the Workbook Wizard by clicking the Add Worksheet icon on the Standard toolbar.

Select the Table option (if not already selected by default) and clear all checkboxes except for Page Items.

Click Finish. A blank worksheet is added to the workbook.

In the Available Items pane, expand the Profits Analysis folder.

Select Sales Revenue, Prod Category, and Channel Class. Drag these items to the top axis of the table (at the location shown in the screenshot).

Prod Category, Channel Class, and Sales Revenue SUM are added to the worksheet.

Select Year and Region and drag them to the Page Items area of the worksheet.

Year and Region are added to the page axis of the worksheet.

Click the Calculations tab in the Available Items pane.

Expand My Calculations and drag Profit Margin to the right of Sales Revenue SUM on the top axis of the table.

Profit Margin is added to the worksheet.

Right-click the worksheet name tab and select Worksheet Properties from the shortcut menu.

The Worksheet Properties window appears with the General tab automatically selected. Enter Sales Vs Margins by Prod Category in the Name text field.

Click OK.

Click the Save icon to save the changes that you made to the Profit Margins by Category workbook.

1.

If not already open, open the Sales Vs Margins by Prod Category worksheet in the Profit Margins by Category workbook. Select Edit > Duplicate Worksheet > As Crosstab from the menu bar.

Alternatively, click the down-arrow icon next to the Add Worksheet icon on the Standard toolbar and select Duplicate as Crosstab from the drop-down list.

2.

Ignore the warning message and click OK to close the alert dialog box.

3.

Drag Prod Category to the side axis of the crosstab and Channel Class to the top axis below Data Points (as shown in the screenshot).

4.

Click OK. A new worksheet, Sales Vs Margins by Prod Category 2, is added to the workbook.

Note: Displaying information as a crosstab has many advantages. You can use it to create multidimensional views and explore the interrelationships of the data immediately.

5.

Rename the new worksheet Channel Sales Vs Margins by Prod Category.

6.

Click Save to save the changes that you made to the Profit Margins by Category workbook.