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Oracle® Business Intelligence Discoverer Viewer User's Guide
10g Release 2 (10.1.2.1)
B13987-04
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4 Dialog reference

This chapter contains comprehensive reference information for each page in Discoverer Viewer.

"About Viewer page"

"Choose attachment type (send as email attachment)"

"Choose export type page"

"Component Disabled page"

"Conditional Formats (Table/Crosstab) page"

"Create Conditional Cell Format page"

"Create Conditional Header Format page"

"Create Stoplight Format page"

"Drill page"

"Edit Parameters page"

"Error page"

"Export Ready page"

"Format Cells page"

"Format Worksheet data links page"

"Logged Out page"

"Multiple Sort page"

"PDF Ready page"

"PDF Sample Ready page"

"Preferences page"

"Printable Page Options page: Content tab"

"Printable Page Options page: Page Setup tab"

"Query Cancelled page"

"Query Confirmation needed page"

"Query Progress page"

"Save Warning page"

"Save Workbook As page"

"Search and Select page"

"Send Email page"

"Table / Crosstab Layout page"

"Worksheet Display page"

"Worksheet Display page: (Actions and Worksheet links)"

"Worksheet Display page: (Graph tools)"

"Worksheet Display page: (Page level tools and controls)"

"Worksheet Display page: (Table/Crosstab tools)"

"Worksheet List page"

"Worksheet Options page"


About Viewer page

This page gives a brief overview of OracleBI Discoverer Viewer and displays the component version numbers of Discoverer Viewer, the PDF generator, and the Discoverer Server. You might use the component version numbers to determine the versions being used if any upgrades or patches are made following release.

Component Versions

Viewer

This field displays the version number of Discoverer Viewer.

PDF

This field displays the version number of the PDF generator that is used to generate PDFs through Discoverer Viewer (using the Printable page option).

Server

This field displays the version number of the OracleBI Discoverer Server.


Choose attachment type (send as email attachment)

Use this page to select an export file format that you want to use when you export a worksheet into a specified format to send as an email attachment. When a worksheet is received as an email attachment, it can be opened in other applications.

For more information, see:

Choose export type

Use the drop down list to select the export format into which you want to export the worksheet.

Note: For additional information about exporting worksheets to different formats, see "What are the implications of using different export formats?".

For more information about how the behavior of exported worksheets depends on how helper applications (e.g. MS Word, Excel) are specified in your operating system, see "Choose export type page".

Next

Use the Next button to export the worksheet to the specified format and display the "Send Email page".


Choose export type page

Use this page to select the export format that you want to use when you export a worksheet into a specified file format to open in other applications.

You can export the current worksheet in a variety of formats. The worksheet is exported exactly as it is displayed prior to export. In other words, all the drills, page items and query parameters that are defined in the worksheet are exported.

For more information, see:

"How to configure a client machine to automatically open exported Excel files"

Choose export type

Use the drop down list to select the export format into which you want to export the worksheet.

Note: For additional information about exporting worksheets to different formats, see "What are the implications of using different export formats?".

Note: If you select the html export format, Discoverer automatically creates a Zip file containing the HTML file to be exported. Some SMTP servers might be configured to prevent users from sending email messages that contain Zip file attachments.

Export

Use the Export button to export the worksheet into the specified format and display the "Export Ready page".


Component Disabled page

This page displays error messages that indicate whether the Discoverer Viewer component has been disabled, or whether Discoverer Viewer has not been started or has been stopped.


Conditional Formats (Table/Crosstab) page

Use this page to manage the conditional formats and stoplight formats that you apply to a worksheet. For example, you might want to activate a conditional format that highlights costs that are greater than 100,000.

For more information, see:

"Format Worksheet data links page"

"Create Conditional Cell Format page"

"Create Conditional Header Format page"

"Create Stoplight Format page"

<Conditional formats>

Use these lists to create, manage and edit conditional and stoplight formats.

Hint: Use the check box in the Display column to activate and deactivate a format.

Note: You can have conditional formats and stoplight formats active on the same worksheet item at the same time.

Hide data values for Stoplight Formats

Use this check box to specify whether to display worksheet values for the worksheet item that is being formatted. For example, you might select this check box if you want to create a worksheet that displays formatting colors but not the values themselves.

Create Stoplight Format

Use this button to display the "Create Stoplight Format page", which enables you to create a new stoplight format to categorize worksheet numeric values into acceptable, desirable, and unacceptable categories.

Create Conditional Cell Format

Use this button to display the "Create Conditional Cell Format page", which enables you to create a new conditional format to highlight worksheet numeric values.

Create Conditional Header Format

Use this button to display the "Create Conditional Header Format page", which enables you to create a new conditional format to highlight worksheet header values.

Display

Use these check boxes to display the conditional format in the current worksheet.

Note: If more than one Display check box is selected (e.g. when there are multiple stoplight formats and/or multiple conditional cell formats):

Name

This read-only field displays the name of the conditional format.

Attributes

This read-only field shows what the format looks like.

Move Up

Use the move up icon in this column to move a conditional format up in the list of conditional formats. One click moves a conditional format up one row at a time. Clicking the icon in the Move Up column enables you to change the order in which the stoplight formats or other conditional formats are applied.

Move Down

Use the move down icon in this column to move a conditional format down in the list of conditional formats. One click moves a conditional format down one row at a time. Clicking the icon in the Move Down column enables you to change the order in which the stoplight formats or other conditional formats are applied.

Edit

Use this icon to display either the "Create Conditional Cell Format page", the "Create Stoplight Format page" page, or the "Create Conditional Header Format page". these pages enable you to edit the format that is selected in the <Conditional formats list>.

Delete

Use this icon to delete the selected conditional format.

Clear All Formatting

Use this button to deselect all of the Display check boxes and to remove all formatting entries that were defined using the Toolbar (for more information, see "Worksheet Display page: (Table/Crosstab tools)").

Notes


Create Conditional Cell Format page

Use this page to create a conditional cell format that will display worksheet data cells in a specified format, depending on a condition that you define on this page.

For example, to format the background of worksheet data cells in blue if the item Profit SUM is greater than $10,000, you might:


This page is also displayed as:

Edit Conditional Cell Format page

For more information about other conditional formatting options, see:

"Format Worksheet data links page"

"Conditional Formats (Table/Crosstab) page"

"Create Conditional Header Format page"

"Create Stoplight Format page"

Name

Use this field to enter a name for the conditional cell format. Discoverer Viewer generates a default name, which you can edit.

Item

Use this drop down list to select the item or measure to which you want to apply a conditional format. You must select a numeric item (e.g. Profit).

Operator

Use this drop down list to select the operator (e.g. >, <, =) that will act on the value specified in the Value field for the selected item or measure.

Value

Use this field to enter a value to apply to the selected item or measure. The value you enter in this field is applied to the selected item or measure, and is subject to the operator that you select. You must enter a number in this field.

Dimension

Use this read-only field to view the dimensions (e.g. Year, Region, City) to which you can apply the conditional format.

Note: This field is only displayed for crosstab worksheets.

Apply Format to Members

Use this read-only field to view the selected dimension members (e.g. 2002, East, Boston) to which the format will apply.

Note: This field is only displayed for crosstab worksheets.

Edit

Use this icon to display the Select <member> page where you select one or more dimension members that you want the conditional format to apply to. For example, if the member is City, you could select a specific city (e.g. Paris) to apply the conditional format to that city when the condition becomes true.

Note: This field is only displayed for crosstab worksheets.

Note: Instead of displaying a table of dimensions whose selections you can edit, Discoverer might display a message saying that the selections cannot be changed. Discoverer displays this message under the following circumstances:

Bold

Use this drop down list to select whether to apply or remove the bold format from the conditional cell format.

Italic

Use this drop down list to select whether to apply or remove the italic format from the conditional cell format.

Underline

Use this drop down list to select whether to apply or remove the underline format from the conditional cell format.

Background

Use the color picker to select a background color to apply to the conditional cell format.

Font

Use the color picker to select a font color to apply to the conditional cell format.

Border

Use this area to select border line styles and border line color formatting for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Style

Use this drop down list to select a border line style for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Line color

Use this icon to display a color palette where you select a border line color to use for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Outline, Bottom, Top, Left, Right

Use these rows to set the border specifications to use for all the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Number

This area displays different content for different number categories.

Categories

Use this field to select a category, and then Discoverer Viewer displays the appropriate controls. Depending on which category you select, the following controls can be displayed:

Note: This field is only displayed when you use an OLAP connection:

Note: Only one category can be applied to a number format at a time. Only the settings in the selected category are applied.

Date

This area displays different contents for different date categories.

Categories

Use this field to select a category, and then Discoverer Viewer displays the appropriate controls. Depending on which Category you select, the following controls can be displayed:

Note: This field is only displayed when you use an OLAP connection:

Note: Only one category can be applied to a date format at a time. Only the settings in the selected category are applied.

Notes


Create Conditional Header Format page

Use this page to create a conditional header format that will display a header cell in a specified format depending on a condition that you define on this page.

For example, to format the header cell text of the Year column in blue if the Year is 2000, you might:


This page is also displayed as:

Edit Header Format page

For more information about other conditional formatting options, see:

"Create Conditional Cell Format page"

"Create Stoplight Format page"

Name

Use this field to enter a name for the conditional header cell format. Discoverer Viewer generates a default name, which you can edit.

Dimension

Use this drop down list to select the dimension (e.g. Year, Region, City) to which you apply the conditional format.

Note: This field is only displayed with crosstab worksheets.

Apply format to

Use these radio buttons to specify the header values to apply the conditional header format to as follows:

Use this drop down list to select an item or measure to apply a conditional format to.

Available/Selected

The Available field shows the members in the worksheet. The Selected field shows those members to which the conditional format will apply.

Use these fields to move the members to and from the Available and Selected fields.

Bold

Use this drop down list to select whether to apply or remove the bold format from the conditional header format.

Italic

Use this drop down list to select whether to apply or remove the italic format from the conditional header format.

Underline

Use this drop down list to select whether to apply or remove the underline format from the conditional header format.

Background

Use the color picker to select a background color to apply to the conditional header format.

Font

Use the color picker to select a font color to apply to the conditional header format.

Border

Use this area to select border line styles and border line color formatting for the selected header cells.

Note: This field is only displayed when you use an OLAP connection:

Style

Use this drop down list to select a border line style for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Line color

Use this icon to display a color palette where you select a border line color to use for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Outline, Bottom, Top, Left, Right

Use these rows to set the border specifications to use for all the selected header cells.

Note: This field is only displayed when you use an OLAP connection:

Notes


Create Stoplight Format page

Use this page to create a new stoplight format for a worksheet item. For example, you might want to categorize sales figures as unacceptable, acceptable, and desirable.


This dialog is also displayed as:
Edit Stoplight format page

For more information, see:

"What is a conditional format?"

"What is a stoplight format?"

"Format Worksheet data links page"

"Conditional Formats (Table/Crosstab) page"

"Create Conditional Header Format page"

"Create Stoplight Format page"

Name

Use this field to specify a name for the stoplight format. The name you specify is used to identify the conditional format on other pages. If you want to use the name that Discoverer Viewer has created, you use the value already in the field.

Thresholds

Use these fields to specify the ranges for the unacceptable and desirable categories.

Color

Use these icons to display the color picker, which enables you to change the color of unacceptable, acceptable, and desirable values in all stoplight formats.

Dimension

Use this read-only field to view the dimensions (e.g. Year, Region, City) to which you can apply the conditional format.

Note: This field is only displayed for crosstab worksheets.

Apply Format to Members

Use this read-only field to view the selected dimension values (e.g. 2002, East, Boston) to which the format will apply.

Note: This field is only displayed for crosstab worksheets.

Edit

Use this icon to display the Select <member> page where you select one or more dimension members that you want the conditional format to apply to. For example, if the member is City, you could select a specific city (e.g. Paris) to apply the conditional format to that city when the condition becomes true.

Note: This field is only displayed for crosstab worksheets.

Note: Instead of displaying a table of dimensions whose selections you can edit, Discoverer might display a message saying that the selections cannot be changed. Discoverer displays this message under the following circumstances:

Apply format to

Use these radio buttons to specify the data points to apply the stoplight format to as follows:

Note: This field is only displayed for table worksheets.

Available/Selected

The Available field shows the Data Points in the worksheet. The Selected field shows those Data Points to which the stoplight format will apply.

Use these fields to move the Data Points to and from the Available and Selected fields.

Note: This field is only displayed for table worksheets.


Drill page

This page displays the information to enable you to perform a drill by specifying the drill details and applying the drill to the current worksheet.

Note: This page is not displayed when using an OLAP connection.

Hint: To display this page you use the Tab key to highlight a worksheet cell heading that has an arrow icon (i.e. a drill icon) then use the Return button.

For more information, see "Worksheet Display page: (Page level tools and controls)".

From

This read-only area displays the name of the item being drilled from (e.g. Product Type).

To

This area displays fields that enable you to select the Type of drill, the hierarchy and the item you want to drill to.

Type

Use this drop down list to select the Type of drill that you want to use (e.g. Up/Down, Related Item).

Hierarchy

Use this drop down list to select the hierarchy that is being drilled into.

Apply

Use this drop down list to apply the drill details specified on this page and display the result of the drill in the worksheet.


Edit Parameters page

Use this page to specify parameter values. Parameter values are typically used to:

Parameters Needed

This area contains one or more fields into which you enter parameter values. Each field has a prompt (typically an instruction or question) telling you what value to enter. For example, if the prompt is 'Please choose a month', enter 'January' to analyze performance figures for January.

Note: Parameters that are required are shown with an asterisk.

To select parameters to apply to the current worksheet, you:

Discoverer Viewer might display an <Index and Value> drop down list for a parameter (for more information, see "About using indexes and values in parameters").

Note: You specify in Discoverer Plus whether or not the <Index and Value> drop down list is displayed here (for more information, see the Oracle Business Intelligence Discoverer Plus User's Guide).

Go

Click this button to display the worksheet.

Notes


Error page

This page displays text that describes the error encountered and enables you to reconnect to Discoverer using the Connect button.

Error Encountered

Connect

Use this button to reconnect to Discoverer.

Hint: You might be able to use the Back button of the Browser to display the previous page that caused Discoverer to display this error page. However, this might not resolve the problem and if not, you should use the Connect button on this page to connect to Discoverer again.


Export Ready page

This page enables you to display and save the exported document in the format that you chose in the "Choose export type page".

Click to view or save

Use this button to open the exported document in the appropriate helper application. For example, if you export a worksheet in PDF format, if you click this button Discoverer will display the exported document using Adobe Acrobat. You can then use Adobe Acrobat to view or save the exported worksheet.

The behavior that occurs after you click the Click to view or save button depends on the helper applications (e.g. Adobe Acrobat, MS Word, Excel) that are specified in your operating system for different file types (i.e. MIME Type settings).

Any of the following behaviors might occur after you click the Click to view or save button:


Format Cells page

Use this page to specify font, border, and number format options for selected cells in a crosstab worksheet.

For more information about worksheet formatting, see:

"Worksheet Display page: (Table/Crosstab tools)"

"What is a conditional format?"

"What is a stoplight format?"

Bold

Use this drop down list to select whether to apply or remove the bold format from the selected worksheet cells.

Italic

Use this drop down list to select whether to apply or remove the italic format from the selected worksheet cells.

Underline

Use this drop down list to select whether to apply or remove the underline format from the selected worksheet cells.

Background

Use the color picker to select a background color to apply to the selected worksheet cells.

Font

Use the color picker to select a font color to apply to the selected worksheet cells.

Border

Use this area to select border line styles and border line color formatting for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Style

Use this drop down list to select a border line style for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Line color

Use this icon to display a color palette where you select a border line color to use for the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Outline, Bottom, top, Left, Right

Use these rows to set the border specifications to use for all the selected worksheet cells.

Note: This field is only displayed when you use an OLAP connection:

Number

This area displays different content for different number categories.

Note: This field is only displayed when you use an OLAP connection:

Categories

Use this field to select a category, and then Discoverer Viewer displays the appropriate controls. Depending on which category you select, the following controls can be displayed:

Note: This field is only displayed when you use an OLAP connection:

Note: Only one category can be applied to a number format at a time. Only the settings in the selected category are applied.

Date

This area displays different content for different date categories.

Categories

Use this field to select a category, and then Discoverer Viewer displays the appropriate controls. Depending on which category you select, the following controls can be displayed:

Note: This field is only displayed when you use an OLAP connection:

Note: Only one category can be applied to a date format at a time. Only the settings in the selected category are applied.

Notes


Format Worksheet data links page

Use the following links to display help pages that contain information about the following Discoverer Viewer Formatting pages:


Logged Out page

This page is displayed when you click the Exit link in a worksheet and Discoverer logs you out and closes your session.

Click here to log in again

Use this link to display the Connect to OracleBI Discoverer page where you can reconnect to Discoverer.


Multiple Sort page

This page enables you to specify how Discoverer Viewer sorts the data displayed in worksheet columns.

First Sort, Second Sort, Third Sort

These rows determine the priority in which sorts are applied to the displayed data.

Column Header

Use the drop down list to select the column that you want to sort by.

Sort Order

Use this drop down list to select a value that determines the order in which Discoverer will display column values.

Discoverer displays different values in this drop down list depending on whether the data type of the selected Column Header is numeric or alphanumeric, as follows:

Sort Type

Use this drop down list to select a value that determines whether or not Discoverer displays the Column Header data sorted in groups. For example, if you selected Group from this drop down list and Department was already selected from the Column Header drop down list, Discoverer will display data grouped by Department.

Note: Discoverer enables you to apply the Group value only when you select Group from the drop down list in the First Sort row.

Discoverer displays the following values in the drop down list:

Hide Column

Use this check box for Discoverer to sort the table based on the values selected, but not to display any data for this column.


PDF Ready page

This page indicates that the Portable Document Format (PDF) generation of the worksheet is complete.

Use the link on this page to display a PDF version of the entire worksheet. The PDF version was generated using the options specified on the "Printable Page Options page: Content tab" and "Printable Page Options page: Page Setup tab" pages. You can use the printable PDF version of the worksheet to view, print or save as a PDF file.

For more information, see:

Click to view or save

Use this link to display the printable PDF version of the worksheet.

When you display the printable PDF version of the worksheet, you can print it or save a copy as a PDF file.

Return to worksheet

Use this button to close the PDF Ready page and display the current worksheet.


PDF Sample Ready page

This page indicates that the Portable Document Format (PDF) generation of the first 50 rows of the worksheet is complete. You can use this preview PDF output to confirm that the settings you specified have produced the output you expected.

Use the link on this page to display a preview PDF version of the worksheet (based on the first 50 rows of data in the worksheet). The preview PDF is generated using the options specified on the "Printable Page Options page: Content tab" and "Printable Page Options page: Page Setup tab" pages. You can use the preview PDF version of the worksheet to view, print or save as a PDF file.

For more information, see:

Open PDF to view sample

Use this link to display the preview PDF version of the worksheet.

When you display the preview PDF version of the worksheet, you can print it or save a copy as a PDF file.

Printable PDF

Use this button to generate and display a printable PDF version of the entire worksheet.


Preferences page

Use this page to specify the following settings for Discoverer Viewer:

Query Governor

The Query Governor preferences enable you to set limits on the amount of time a query should take to complete. Use these preferences to limit the time you wait for Discoverer to run a query. These preferences set time and size limits on data as it is being retrieved from the database.

Warn me if predicted query time exceeds:

Select this option for Discoverer to display a message if the estimated query completion time exceeds the number of seconds that you specify here.

Prevent queries from running longer than:

Select this option for Discoverer to cancel a query that runs longer than the time specified here. Discoverer will display a message informing you if the query exceeds the specified time, then Discoverer cancels the query. Select this option if long running queries might affect server performance.

Limit retrieved query data to:

This option sets the maximum number of rows to retrieve for a query. If the database contains more rows than the number required for the query, Discoverer displays a message informing you that not all data is retrieved, and therefore the displayed data might not be complete.

Retrieve data incrementally in groups of:

Set this option when the database contains large tables with many rows that might take a long time to retrieve. With an entry made here Discoverer retrieves rows of data in increments rather than all at the same time. The smaller the number of rows to retrieve as a group, the faster the initial retrieval. The default data group size of 100 rows, equates to the first 10 pages of data at 10 rows per page. You can set the number of rows per page in the "Worksheet Display page" page.

Cancel list-of-values retrieval after:

Use this field to define the maximum time you want to wait while Discoverer retrieves the values in a list of values.

Measure Unit

PDF measure unit

Use the drop down list to select a unit of measure to display PDF files (i.e. inches and centimeters).

Axis Label

Show Axis Label

Use the drop down list to select whether to display axis labels (i.e. Always, Never, Worksheet) as follows:

Summary Data

Using summary data loads data more quickly for the work you do most often. When you request data for a worksheet, Discoverer first checks summary tables set up by the Discoverer manager to see if their saved data satisfies your request and, if it does, loads the appropriate data quickly. If the summary tables' data does not satisfy your request, Discoverer then redirects the request to the rest of the database and runs the query using the data in the database.

The preferences that are available to you here depend on whether your database supports materialized views.

For databases that support materialized views, the following options are available:

Always, when available

Select this option if time-sensitive data is not important for data analysis. Discoverer Viewer retrieves and displays saved data from the materialized views regardless of whether the data is current.

Only when summary data is not out of date (stale)

Select this option when time-sensitive data is necessary for worksheets. If the data in the materialized views is out of date (stale), Discoverer Viewer does not use the materialized views to fulfill your query request. Instead Discoverer Viewer redirects your query request to the full database and uses the latest data for the worksheet.

Never

Select this option if you always want Discoverer Viewer to ignore the Summary Tables and use the latest data.

Warning: Do not use summary tables if you normally work with the most current data in the database. The saved data in the summary tables remains constant until updated with new data. summary tables should be updated periodically to incorporate new data. The Database administrator creates summary tables based on the type of data and the type of queries you use most often. Normally, summary tables are used for the queries that take a long time to aggregate and display data. Other queries that require less time to aggregate and join data might not need summary tables. See your Database administrator if you want to use summary tables

Fan Trap Detection

A fan-trap occurs when the data items in two folders are not directly related (such as with a Customer ID), but do have a relationship based on the data items in a third folder.

Discoverer automatically detects and resolves potential fan trap queries into multiple SQL statements to obtain normal expected results. Where Discoverer cannot resolve a fan trap, Discoverer prevents the worksheet from running and displays a warning message dialog.

If you disable fan trap detection, Discoverer still detects potential fan trap configurations, and resolves them by generating the correct SQL and displaying correct worksheet data. If Discoverer cannot resolve a fan trap, it displays the worksheet data and does not display a warning message dialog. The result of disabling fan trap detection might result in a query based on an unresolvable fan trap configuration, generating potentially misleading results.

For more information about fan traps, see the Oracle Business Intelligence Discoverer Plus User's guide.

Enable fan-trap detection

Use this check box to enable fan trap detection.


Printable Page Options page: Content tab

Use this page to choose the content options to use for generating a Portable Document Format (PDF) version of the current worksheet.

You can also use this page to preview a preview PDF version (i.e. the first 50 rows of data) or to generate a printable PDF version of the entire worksheet. Having created a PDF version, Discoverer displays either the "PDF Ready page" or the "PDF Sample Ready page" from where you can view, save or print the PDF file.

For more information, see:

General Options

Use these options to specify general settings that apply to the entire worksheet.

Page items

Use these radio buttons to specify how to select page items when Discoverer displays more than one page of data.

Show page items

Use these radio buttons to specify how to print page items when Discoverer displays more than one page of data.

Show title

Use these radio buttons to specify how to print the worksheet title.

Data

Use these radio buttons to specify how to print the worksheet data.

Use the following settings to specify general options that apply to the whole worksheet.

Table/Crosstab Options

Use these options to specify table or crosstab settings that apply to the whole worksheet.

Graph Options

Use these options to specify graph settings that apply to the worksheet. Discoverer only displays these options if there is a graph.

Graph size

If you specify that you want to print the graph, specify the graph size by selecting one of the following controls.

Note: The default unit of measure (e.g. centimeters, inches) used to print graphs, is configured by the Discoverer manager (for more information, see the Oracle Business Intelligence Discoverer Configuration Guide).

Preview sample

Use this button to generate a preview PDF file (based on the first 50 rows of data in the worksheet). You can display the preview PDF file to confirm that the settings you specify in this page produce the output you expect. Having created the preview PDF file, Discoverer displays the "PDF Sample Ready page" from where you can view, save or print the file.

Printable PDF

Use this button to generate the PDF file. Having created the PDF file, Discoverer displays the "PDF Ready page" from where you can view, save or print the file.

Note: Under certain rare circumstances, printing a worksheet might require additional memory when there are many columns, even if there is a small number of rows. To work around this issue, either rotate the column axis with the row axis and try to print again, or increase the memory for the OC4J_BI_Forms JVM process, as described in Oracle Business Intelligence Discoverer Configuration Guide. For more information about changing the worksheet layout, see "How to change the layout of a worksheet".


Printable Page Options page: Page Setup tab

Use this page to choose the sizing options to use for generating a Portable Document Format (PDF) version of the current worksheet.

You can also use this page to preview a preview PDF version (i.e. the first 50 rows of data) or generate a printable PDF version of the entire worksheet. Having generated a PDF version, Discoverer displays either the "PDF Ready page" or the "PDF Sample Ready page" from where you can view, save or print the PDF file.

For more information, see:

Paper Setup

Use these settings to specify the paper size and page orientation for the PDF version that you use for printing.

Orientation

Use these radio buttons to specify the orientation for the PDF version that you use for printing.

Margins

Use these fields to specify the size of the page margins for the PDF version that you use for printing. Page margins define the width of the border that surrounds the area where data is printed in a worksheet page. When page margins become narrower, the area where data is printed becomes greater, enabling more data to fit into on each page

Note: The default unit of measure (e.g. centimeters, inches) used to print worksheets, is configured by the Discoverer manager.

Scaling

Use this drop down list to choose the percentage amount to change the size of the worksheet relative to its original size, for the PDF version that you use for printing. For example to fit a large worksheet onto a single page you might make it smaller by using this control.

After you have specified graph and column sizes (i.e. in the "Printable Page Options page: Content tab" and on this page), scaling can take effect. For example, if the original graph size is specified as 4 cm by 6 cm and you want the graph size to become 2 cm by 3 cm you can choose the 50% from the list to reduce the relative size of the graph to 50% of its original size.

Column Sizes

Use these settings to change the width of the columns in your worksheet and specify whether to wrap the text when it exceeds the specified width, for the PDF version that you use for printing.

Preview

Use this button to generate a preview PDF file (based on the first 50 rows of data in the worksheet). You can display the preview PDF file to confirm that the settings you specify in this page produce the output you expect. Having created the preview PDF file, Discoverer displays the "PDF Sample Ready page" from where you can view, save or print the preview PDF file.

Printable PDF

Use this button to generate the PDF file. Having created the PDF file, Discoverer displays the "PDF Ready page" from where you can view, save or print the PDF file.

Note: Under certain rare circumstances, printing a worksheet might require additional memory when there are many columns, even if there is a small number of rows. To work around this issue, either rotate the column axis with the row axis and try to print again, or increase the memory for the OC4J_BI_Forms JVM process, as described in Oracle Business Intelligence Discoverer Configuration Guide. For more information about changing the worksheet layout, see "How to change the layout of a worksheet".


Query Cancelled page

This page is displayed when you cancel a query from the "Query Progress page". This page will display a text message explaining that this query has been cancelled. You can rerun the query from this page.

Rerun

Use this button to rerun the query.


Query Confirmation needed page

This page is displayed when the query estimate is greater than the time set in the Warn me if predicted query time exceeds: field in the "Preferences page".

Run Now

Use this button to confirm that you want to run the query now.


Query Progress page

Discoverer displays the Query Progress page while a query is running. During this time you can view the query progress, refresh the query or cancel it.

Note: Discoverer does not display this page with worksheets created using OLAP connections.

Query Progress Indicator

When a query is running, Discoverer displays the query progress while the query either progresses or is cancelled.

Cancel

This button cancels the query that is currently running.

Refresh

Use this button to refresh the query. This may be necessary if your browser either does not update automatically, or is configured so that it will not update automatically.

When might Discoverer display query progress?

Query progress might be displayed when:


Save Warning page

This page is displayed when you modify an open worksheet (e.g. drill, change worksheet options, change the visible rows and columns) and click the Exit, Connect, or Workbooks link.

Cancel

Use this button to return to the worksheet.

No

Use this button to complete the action for the link that you just clicked (i.e. Exit, Connect, Workbooks), and not save the changes you made.

Yes

Use this button to complete the action for the link that you just clicked (i.e. Exit, Connect, Workbooks), and save the changes you made.


Save Workbook As page

This page is displayed when you use the Save as link in the "Worksheet Display page". This page enables you to save the current workbook and all its worksheets to the database using a name that you enter.

Workbook Name

Use this field to enter a name that you want to use to save the current workbook.


Search and Select page

Use this page to search lists of values and select the values that you want. For example, when you choose a parameter that has a long list of values, you might want to search for values that begin with the letter C, and then select just the values CPM and CPN and CPO.

For more information about parameters, see:

"Edit Parameters page"

Search in

Use this drop down list (when available) to specify whether you want to display and select parameter values with or without index numbers (for more information, see "About using indexes and values in parameters").

Note: You determine in Discoverer Plus whether or not the <Index and Value> drop down list is displayed here (for more information, see the Oracle Business Intelligence Discoverer Plus User's Guide).

Search by

Use this drop down list to specify how you want to match values. For example, choose Starts With and enter 'T' as a Search for value to list only items beginning with the letter 'T'.

Search for

Use this field to enter the text that you want to match against. For example, enter 'T' here and choose Starts With in the Search by drop down list to list only items beginning the letter 'T'.

Go

Use this button to start the search according to the search criteria that you have specified and display matching values in the Available values list below. If you click Go when the Search for field is empty, the first group of values in the list is displayed.

Case Sensitive

Use this check box to specify whether you want to match upper and lower case letters exactly when searching (e.g. when selected, the search term 'New York' would find 'New York', but would not find 'NEW YORK', 'new york', or 'new York').

Available Values

This list displays values that match the search criteria that you have specified, or values displayed by default when the dialog is first displayed. Use this list to choose values that you want to select. To choose values, move values from the Available Values list to the Selected Values list.

Note: You can select more than one value by pressing the Ctrl key and clicking another value.

Selected Values

Use this list to see which values are currently selected. To deselect values, move values from the Selected values list to the Available values list.

Previous

Use this button to display the previous set of values, if the list of values is longer than the window.

Next

Use this button to display the next set of values, if the list of values is longer than the window.


Send Email page

Use this page to send an exported worksheet as an attachment to an email message. The worksheet will be sent in the file format that you selected in the "Choose export type page" page.

For more information, see:

"How to configure a client machine to automatically open exported Excel files"

"What are the implications of using different export formats?"

"Choose export type page"

Sender

Use this field to enter the email address details of the sender.

Recipient

Use this field to enter the email address details of the recipient.

CC

Use this field to enter the email address details of any recipients that you want to include in your c.c. list.

BCC

Use this field to enter the email address details of any hidden recipients that you want to include in your b.c.c. list.

Subject

Use this field to enter the text that will be displayed in the subject line of the email message.

Body

Use this field to enter the email message text.

View Attachment

Use this field to display the worksheet details in whatever export format you specified in the "Choose export type page".

Finish

Use this button to send the email message to the specified recipients.


Table / Crosstab Layout page

This page is displayed when you click the Layout and More links at the top of a worksheet.

This page enables you to rearrange items on a table or crosstab using either the Layout tool or the arrow icons. This page also enables you to specify whether to show or hide page items.

Layout

The Layout tool enables you to rearrange table or crosstab items using the drop down lists.

Use the drop down lists to select values that determine whether to move a selected table or crosstab item or swap one item with another, and where and what to move or swap. You can continue to move or swap table or crosstab items using the drop down lists until you have achieved an acceptable table or crosstab layout.

For more information about using the drop down lists on this page, see the description under the Layout heading in "Worksheet Display page: (Table/Crosstab tools)".

Show Page Items

Use this check box to show or hide page items in the worksheet.

<Arrow icons>

Use the arrow icons as an additional method of rearranging worksheet items.

Discoverer Viewer displays the arrow icons in a sample layout that indicates the relative positions of worksheet page items, column headers, and rows when you have made changes to the table or crosstab layout.

Use the arrow icons to do the following (for both tables and crosstabs):

Use the arrow icons to do the following (for crosstabs only):

When you are satisfied with the layout of your table or crosstab, click Apply to display the table or crosstab using the settings you have just specified.


Worksheet Display page

This page displays the worksheet data.

Use this page to work with worksheet data and graphs (e.g. to save, print, export and email worksheets and graphs, change the layout, and apply formatting). This page also enables you to select other worksheets to display from the current workbook.

For more information, see:

For more information about the links, tools, and controls displayed on this page, use the links below.

"Worksheet Display page: (Actions and Worksheet links)"

"Worksheet Display page: (Page level tools and controls)"

"Worksheet Display page: (Table/Crosstab tools)"

"Worksheet Display page: (Graph tools)"


Worksheet Display page: (Actions and Worksheet links)

Discoverer displays the following links on each worksheet page:

Actions

Use the following links to carry out actions in the current worksheet:

Worksheets

Use these links to display another worksheet from the current workbook.


Worksheet Display page: (Graph tools)

You can use the following graph tools in a worksheet:

Graph

Use the arrow icon to display or hide worksheet graph data.

Tools

Use the arrow icon to display or hide worksheet graph tools.

Layout

Use this tool to rearrange the layout of the worksheet graph data.

Note: This option is only displayed with worksheets created using OLAP connections.

Use the drop down lists to:

Sort

Use this tool to sort the graph data based on selected criteria in a worksheet. The changes made here do not affect settings made by the Table/Crosstab sort tool.

Note: This option is only displayed with worksheets created using OLAP connections.

Graph

Use this tool to select the graph type and specify how the graph is displayed as follows:

Saved Selections

Use this tool to apply a previously saved selection to a dimension that is displayed in the worksheet graph.

Note: This tool is only displayed with worksheets created using OLAP connections.

Data

Use this tool to include in the graph either all the data in the worksheet, or just the rows and columns that are currently being displayed.

Note: This option is only displayed with worksheets created using OLAP connections.


Worksheet Display page: (Page level tools and controls)

You can use the following controls and tools in a worksheet page:

<Hide/Show arrow icons>

Use the Hide/Show arrow icons to hide or show information in the current worksheet. For example, click the arrow next to the word Crosstab to show (or hide) the crosstab. For more information, see "Worksheet Display page: (Table/Crosstab tools)".

<Parameter tools>

If the worksheet uses parameters, the following controls are available:

Page Items

Discoverer displays page item selectors above each view of the worksheet data (e.g. crosstab, graph). The page item selectors enable you to select items to apply to the whole worksheet (e.g. if the Page Items list displays departments, select a department from the list to display data for the selected department).

Use the drop down list to choose a page item value to apply to a worksheet.

Up/Down links

Use these links to display worksheet pages where Discoverer returns more rows than it can display in one page of data.

Use the drop down list to select a value that determines how to display subsequent worksheet rows. For example, if you selected the value 3 rows, Discoverer Viewer would display the next 3 rows of data.

Left/Right links

Use these links to display worksheet pages where Discoverer returns more columns than it can display in one page of data.

Use the drop down list to choose a value that determines how to display subsequent worksheet columns. For example, if you selected the value 3 columns, Discoverer Viewer would display the next 3 columns of data.

<Drill arrow icons>

Discoverer Viewer enables you to drill into items to display additional data.

Use the drill arrow icons to display lower or higher levels of detail when using relational and OLAP connections as follows:

About drilling out to view files created in other applications

Use the drill-out icon in a data cell to view files created in other applications. For example, clicking the symbol for a MS Word file launches MS Word within the browser and displays the file.


Worksheet Display page: (Table/Crosstab tools)

When a query has run, Discoverer displays the worksheet data as either a table or a crosstab, depending on how the worksheet was created:

Table/Crosstab

Use the arrow icon to display or hide table or crosstab data.

Tools

Use the arrow icon to display or hide the table or crosstab tools.

Discoverer provides the following table/crosstab tools:

Layout

Use this tool to rearrange the layout of the worksheet data.

Use the drop down lists to:

Use the More link to display the "Table / Crosstab Layout page", which enables you to rearrange the layout of worksheet data.

Format

Use this tool to format selected worksheet data cells.

Stoplight

Use this tool to define a stoplight format to categorize data for the current worksheet. Discoverer can apply one of three stoplight colors to worksheet data depending on the value of the data. The stoplight colors represent unacceptable, acceptable, and desirable data ranges.

Sort

Use this tool to sort the worksheet data based on selected criteria in a worksheet.

Note: This tool is displayed with table worksheets and with worksheets created using OLAP connections.

Saved Selections

Use this tool to apply a previously saved selection to a dimension that is displayed in the worksheet.

Note: This tool is only displayed with worksheets created using OLAP connections.

Rows and Columns

Use this tool to set the number of rows and columns you want to display on each page. You can change the default number of rows and columns that Discoverer displays here (for more information, see "Preferences page").


Worksheet List page

This page enables you to search for and select a worksheet to display, from the list of available workbooks. A workbook contains worksheets that display related data, but combined using different perspectives. For example, a workbook may show the sales history for Product A. However, one worksheet could show sales for last month, another worksheet could show sales compared to the same month five years ago, and another could show sales per region. All three worksheets contain sales data related to Product A, but each is organized to show a different perspective.

For more information, see:

Search

You can select workbooks either from a list of available database workbooks or from a list of scheduled workbooks that have already run (scheduled workbooks are not available for OLAP connections).

Use the Search drop down list to display the available Database Workbooks or Scheduled Workbooks.

Use the Search field to refine the list of workbooks to display in the Result List. Enter partial or full details for any matching workbook names you want to display and click the Go button. The Search field is case insensitive.

Note: Wildcards such as " * ? % " etc. are unnecessary and should not be used in the search.

Result List

The list of workbooks displayed in this area will include workbook names that match the details entered in the Search field.

Expand All/Collapse All

Use these links to display or hide all workbook and worksheet details.

Use the Expand link to display workbook and worksheet details for all workbooks.

Use the Collapse All link to hide workbook and worksheet details for all workbooks.

Discoverer Workbooks

Use this link to display all Discoverer workbooks.

Note: Discoverer only displays this link after you use the target icon in the Focus column to display the details of a specific workbook (for more information, see the Focus column).

Focus

Use the target icon to hide details for all folders/workbooks except the one selected.

Name

Use the arrow icons to display or hide workbook and worksheet details.

Use a link in the Name column to display a worksheet.

Description

This column displays the description of the workbook.

Owner

This column displays the name of the owner of the workbook.

Last modified

This column displays the date that the workbook was last modified.


Worksheet Options page

This page enables you to change some settings related to the current worksheet.

Display Options

Title

Use this check box to display the title in the worksheet.

Table/Crosstab

Use this check box to display the table or crosstab data in the worksheet (displayed with Oracle Applications or relational database connections).

Use this radio button to display the crosstab data (displayed with worksheets created using OLAP connections).

Graph

Use this check box to display the graph in the worksheet (displayed with Oracle Applications or relational database connections).

Use this radio button to display the graph in the worksheet (displayed with worksheets created using OLAP connections).

Both

Use this radio button to display the graph and the crosstab data in the worksheet (only displayed with OLAP connections).

Text Area

Use this check box to display the text area in the worksheet.

Sheet Options

Show axis labels

Use this check box to display crosstab header labels in the worksheet.

Show null values as

Where no data is returned for a field in a worksheet you can define here how the data is displayed. For example, if you enter 'Zero' in this field, worksheets will display the word 'Zero' where no data is returned.

Show values that cannot be aggregated as:

When a worksheet tries to aggregate an item that cannot be aggregated (for example Rank), you can define here how the data is displayed. For example, if you enter 'N/A' in this field, worksheets will display the text 'N/A' where the data cannot be aggregated.