Open the workbook you created in the previous lesson by selecting File > Open. In the Open dialog box, select the Corporate Profitability workbook that you created in Lesson1, as shown below.

Click OK. The Workbook is opened.

From the main menu, select Edit > Add Worksheet.

In the Worksheet Wizard, select the Title and Page Items options. Choose the Crosstab radio button and deselect the Text Area option.

Click Next to continue.

In the Available list, select Sales Revenue from the Electronics – KPIs folder and the Sales % Change Year Ago calculation from the /Users/SCOTT folder.

Remove the Promotion dimension from the Selected list.

Do not close the wizard. Click Next to continue and go to the next topic in this lesson.

To complete this topic, you must first perform the steps in the previous topic, Create a New Worksheet.

In Step 3 of the Worksheet Wizard, change the layout of the crosstab so that:

	Product members appear as rows on the left of the report.
	The measures appear as column titles.
	Geography, Channel, and Time are Page Items.

The crosstab layout is shown here:

Click Next to continue.

In Steps 4 and 5 of the Wizard, specify the selections for the following dimensions:

Click Next.

In Step 6 of the wizard, you will create two ranking conditions for the Product dimension. The first will return the Top 10 products based on Sales % Change Year Ago, and the other will return the Bottom 10 products based on Sales % Change Year Ago. You will save each of these conditions as a saved selection.

To create these Product ranking conditions, follow these steps:

Still in Step 6 of the Worksheet Wizard, create the first Saved Selection.

Click Save at the bottom of the Selected region.

In the Save As dialog box, enter Top 10 Products based on Sales % Change as the name.

Click OK to store the Saved Selection in the SCOTT folder.

Still in Step 6 of the Worksheet Wizard, create the second Saved Selection.

Click the selected condition in the Steps tab. Then, click on the Top hyperlink in the condition step and change it to Bottom.

Once again, click Save and name this saved selection Bottom 10 Products based on Sales % Change.

Click OK to store the Saved Selection.

Finally, while still in Step 6 of the Worksheet Wizard, use the "Top 10" Saved Selection as default ranking condition to apply to the query.

First, click the Remove All button ("<<") to remove the condition step from the Selected region.

Then, choose the Saved Selections tab in the Available region. Open the Users/SCOTT folder and choose the Top 10 Products based on Sales % Change selection.

Click the Add Selected Items button (">").

Click Next to continue in the Worksheet Wizard.

In Step 7 of the wizard, select the Time dimension member 2001 from the Members tab of the Available list. Click the Add Selected Items button (">").

Click Finish to execute the query and exit the Worksheet Wizard. The Crosstab should look like this:

In the main menu, select Tools > Calculations. The Calculation wizard is lauched.

In Step 1 of the wizard, name the calculation % Share. For Calculation type, open the Advanced Arithmetic folder and select Share.

Click Next to continue.

In Step 2 of the wizard, complete the Share template exactly as specified on the screenshot below.

Hint: Ensure that you specify the number format as Percent with 2 decimal places.

Click Next to continue.

In Step 3 of the wizard, click Finish to save the new Calculation to the <root>/Users/SCOTT folder.

The Calculation is also added to the Crosstab, as shown here:

Format the Measure headings so that the measure title text wraps in the crosstab. To do this, click the bar next to the Measure headings as shown here:

Then, right-click on a measure and select Format Header from the pop-up menu. In the Header Format dialog, click the Font tab, and then select the Wrap Words in Cell option, as shown here:

Click OK to apply the formatting. Then, resize the columns to resemble the following:

Create a stoplight format for the % Share measure.

Double-click the title area of the worksheet. Change the text for the title to Product Performance Compared to Last Year. You may also want to modify the title font, alignment, size, and color. When you are done formatting the title, click OK.

Right-click the worksheet tab that contains the worksheet name and choose Rename Worksheet. Change the name to Product Indicators.

From the File menu, choose Save.

The worksheet should look like the one that is shown in the following screenshot:

In the two Product ranking conditions, you qualifiied the Geography and Channel dimensions to any value. Therefore, when you select a new Geography or Channel dimension member from the Page Item tile, the product ranking list will be reevaluated, and the data -- including the % Share stoplight format -- will be updated.

For example, if you select Americas from the Geography tile, the crosstab will update as shown here (this query may take a moment to run):

Experiment with other Geography and Channel dimension members.

Now, use the "Bottom 10" selection you created earlier.

In the OLAP Navigator, select Product from the Dimension list. Then, click the Saved Selections tab and open the /Users/SCOTT folder.

Right-click the Bottom 10 Products based on Sales % Change saved selection, and choose Replace from the menu.

The new ranking query is executed.

The crosstab updates with a new product list and the associated data.

You can experiment with other nonranking Product dimension saved selections that were created for the Product dimension as part of the OracleBI Discoverer Plus OLAP Workbook Sample installation.

Note: The other two Product ranking conditions ("Top 5 .." .and "Bottom 5...") were created for a different worksheet that is stored in the Discoverer Plus OLAP Sample workbook named Scott's Sales Briefing. That worksheet is defined with different measures, and therefore, those two ranking conditions should not be used in this worksheet.

When you are done experimenting with this ranking report, replace the last Product selection with your Top 10 Products based on Sales % Change saved selection, and then save the Worksheet.

Close the Corporate Profitability workbook by selecting File > Close from the Discoverer main menu.

In the main menu, select Tools > Manage Catalog. The Manage Catalog window is opened, and the contents of the <root>/Users/SCOTT folder are displayed.

Now, navigate to the <root>/Shared/SCOTT folder.

Notice that there is a workbook and seven analytic objects already in this folder. These Catalog objects were installed in the Discoverer Catalog as part of the OracleBI Discoverer Plus OLAP Workbook Sample installation. They are copies of the workbook and analytic objects that you have created in these three Discoverer Plus OLAP OBE lessons.

You will update this Shared folder with the workbook and analytic objects that you have created. First, delete the older objects in the <root>/Shared/SCOTT folder. Then, you will copy the objects from your private folder into the shared folder.

Select all of the objects in the <root>/Shared/SCOTT folder, and then click Delete. The folder is now empty.

Navigate back to the <root>/Users/SCOTT folder.

In the Manage Catalog window, select the following objects:

	% Margin
	% Share
	Bottom 10 Products based on Sales % Change
	Corporate Profitability
	My Geographic Regions
	Profit
	Sales % Change Year Ago
	Top 10 Products based on Sales % Change

Then, click Copy.

In the Copy To dialog box, navigate to the <root>/Shared/SCOTT folder.

Click OK to copy the selected objects to the shared folder.

In the Manage Catalog window, navigate to the <root>/Shared/SCOTT folder to view the copied objects.

Click the Up One Level tool to navigate back to the <root>/Shared folder.

Right-click on the SCOTT folder and select Properties from the menu. The SCOTT Properties dialog box is displayed. Here, you can set the type of access privileges to objects that are stored in the folder.

Open the Privileges tab. Then, click the Privileges drop-down list for the D4OPUB Role, as shown here:

Notes:

Every user that is added to the Discoverer Catalog is assigned the D4OPUB role. This role provides general access to the Catalog.

By default, the D4OPUB role has "List" rights to Shared folders, which means that all Discoverer Catatog users can see the objects that are stored in Shared folders, but they cannot open and use those objects.

The D4OPUB role was changed to "Read" privileges on this folder so that other Disocoverer users can see and open objects that are stored in this folder.

Folder privilages include the following (each subesquent privilege includes the previous rights):

	List	User can see folder objects, but cannot open them.
	Read	User can open and use folder objects.
	Add Folder	User can add folders under this folder.
	Write	User can open, modify, save, and delete objects in the folder.
	Full Control	All privileges including rights to delete the folder.

Note that SCOTT, the owner of this folder, has "Full Control" privileges to this folder. The Catalog schema owner, D4OSYS, also has Full Control privilages.

You can use the Add and Remove buttons to add and remove specified users to, or from, the folder. When a user is directly added to a folder, then you can select the kind of access rights that you want for that particular user.

With the current privileges established for the <root>/Shared/SCOTT folder, all Discoverer Catalog users can open and use the workbooks and objects stored in this folder, but they cannot save any objects back to this folder. (They could, however, save objects to a folder for which they have Write privileges, such as their own private folder.)

Click Cancel to close the Scott Properties dialog box.

Then, click Close to close the Manage Catalog window.

From the main File menu, choose Disconnect. Then, select File > Connect.

In the Connect dialog box, use the following Username and Password combination: bi_user / bi_user, and then click Connect.

From the main menu, select File > Open.

In the Open dialog box, navigate to the <root>/Shared/SCOTT folder and select the Corporate Profitabiilty workbook.

Click OK to open the workbook.

All of the functionality of the workbook is the same as the private workbook created by scott.

In the main menu, select File > Close.

To exit Discoverer, select File > Exit.