Infolinks

Thursday 21 June 2012

Discoverer notes

1)creation of Custom Folder:
==============================

1)Goto Administrator  Edition Select the Business area =>Right Click
  select the option called New Custom Folder

2)Enter the  Select Statement whatever is valid

3)Define the Workbook in the Desktop Edition by selecting the Business area.

Grouping the Records:
=====================

If we would like to apply any group by clause then we will select Column name
=>Right Click => Group Sort which will group the records based on the column

Attach the Title
================

goto the Tools menu Options field =Select the Tab called Table check the
check box called Title => Double click on that and enter the Title.

Select  Insert button to insert the Data , Time and as well as Parameter Values.


Attach the parameters:
=====================
Select Tools Menu Parameters option
select the new button select the column name for comparision select the relation
and specifuy the condition.

To Display the parameter value in the Title then goto title Select Insert button
insert the Parameter name .

Item Classes :
==============
Item class is nothing but list of values which will be attach to the parameter to
select single value or multiple values.
Goto Admin Edition select Item classes tab =>Right Click select Item classes
select the Folder . and select the column name
so that we can use that LOV for that folder and as well as for the selected column.

Go To DeskTop Edition attach the parameter
Check the check box called Allow users to enter multiple values.
so that user can select multiple values at a time otherwise single value.

Copolex Folders :
=================
Joins Simple Folders by using Join Condition
 For Ex :ap_invoices_all              simple folder
         ap_invocie_distributions_all Simple Folder
Use the Join condition between both the Foler select data fro both the tables.

Goto Desktop edition select the columns from both the folders whatever are required
and design the work sheet

Display the Total:
=================

select  Toole menu Totals option to disply the Grand total and as well as the
Sub Total
select the Group function and column Name and select either Grand total or Subtotal.

Press OK

======================================================================

Simple Folder : from Single Table

Complex Folder: Join two simple folders


Custom Folder : SQL query WHERE ORDER BY Having Group By


1)Connect to the Admin Edition
2)Create Business Area and Create Simple Folder
3)Connect to the Desktop Edition and Create new Workbook by select
  the Business Area whatever we have created.
4)Once we select the Business Area it will shows the folders which we have in the Business Area
  select folder and Columns => Select Next button and Finish Button
 
Note:- In the Business Area we have more than one Simple folder we can select only one
        simple folder columns not multiple folder

2)If we want to select  columns from Multiple folders then we will go for creation of
  Complex Folders.
 
VenodrID VendorName Cdate SiteID SiteCode Cdate City
=======  ========== ===== ====== ======== ===== ====

1)Create Two Simple Folders in Admin Edition
2)Select the Primary key from Simple Folder => Right click=>New join
   Select the Join Condition.
   Note: for Outer join select Options Button
         for multiple join conditions select Multi Item Button
3)System will create the join condition between the Simple folder we can find that end of the
  Simple folder.

4)Goto Desktop Edition and Create Workbook by select Business Area select the columns from
  multiple folders and design the Format.
 
Sort Options :
=============
1)Right Click on the Workbook column name => Item Properties  =>to change the Column Name
                                          => Group Sort       =>To make grouping
                                          => Sort Low  to High =>Assending order
                                          => Sort high to Low  =>Desending order
                                          => Foramt Data     => To format the Data
                                          => Format Heading  => Format the Heading
                                      => Format Exception =>To give the Format Conditions

Add Title to the Workbook:
=======================

1)Goto Tools Menu=> Options=> Table Tab=>Check the Title Check Box
  Double click on the Title Text enter the Title

2)Select the Button called Insert button  to Inser Date , Time, Parameter valued and so on

 
Custom Folder:
===============  SQL Query

1)Goto Admin Edition
2)Rigjht click Business Ares => New Custom Folder
                             => New Folder From Database to Create Simple Folder
3)Goto Desktop dition and select the Business Area
  we can find both Simple and Custom Folder
Note: Once we select column from Custom Folder Simple folders will be disabled we can not
      select the Colmn from simple folders.

4)Select the Column and Select Finish Button.

================================================
From Vendor ID
To    VendorID



WHERE vendor_id between :fromif and :toid

Attach the Parameters and Conditions:
===================== ================
1)Goto Toole Menu =>Parameters=>New
  Select the Column Name and Define the Parameter

Use Parameter in the Condition:
================================
1)Goto Tools Meneu=>Conditions=>New
  Selct Condition , Item And Value
2)If we would  like to provide multiple conditions by using either AND (or) OR
  we will use the Add Button

3)Double click on the AND it will be changed to OR


LOV Creation:
============
Goto Admin Edition select Business Area => Folder
Right Click=> Item Classes =>Select column Name.

2)Goto the Desktop Edition Parameters attach the parameter
  will be displayed LOV.

Display Total:
==============
1)Goto Tools=>Total option => New button
   select group function and Column Name
   select either Grand Total or Sub Total (If it subtotal At what level)
2)Enter the Prompt as per that value will be displayed

Disply Formula Columns:
=======================
1)Toolsmenu=>Calculations options=>New
  select the Function an pass the Aruments select column in the Workbook
  Layout

Register UserDefined Functions:
===============================
1)Goto SQl Prompt create Function with return value compile succesfully.
2)Goto Admin Edition => Toole=>Register PL/SQL Function=>
  Enter the Function Name (If package function enter package name also)
3)Goto Arguments tab enter the Parameter details also.
4)Select Validiate button and Ok button.
5)goto Desktop Edition Tools=>Calculations=>Allfunction
  where we can find the function whatever we have registered.
6)Select the function pass the parameter we can get the result.

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