Discoverer Plus - Queries - Creating a Query
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Enter connection details > Workbook Wizard > Next
Workbook Wizard Step 1of 5
When you begin to create a query, the Workbook Wizard guides you through the process. You will progress through Workbook Wizard Steps 1 – 5 to create your query.
It is very important that you use the [Next] button to go to each window in the Wizard.
Ddo not select [Finish] at least through Step 3.
This screen provides choices for the display in the worksheet. You can leave the defaults as selected, or make changes as you wish. You can always change your mind later; however, you will not see this initial Step 1 screen in this particular format once you have finished your query.
1. Select [Title]. This is the default.
2. Select [Table]
3. Select [Page-Items].
4. Uncheck [Graph].
5. Select [Text]. This is the default.
Workbook Wizard – Step 2
6. Select the Business Area that contains the data you need.
7. Select the plus sign beside the folder that contains the information that interests you.
Selecting Items for Inclusion
8. Select the item(s) you want to include in your query.
After you have selected the items to be included in your query, the next step is to create at least one or more conditions that will limit the data to your specific needs. If you do not create at least one condition, you will either receive much more data than you wanted, or you will have created a report that runs forever and ever.
9. Select the actual Trainer’s name.
10. Either Drag the item to the Selected panel or click the Right arrow in the central panel to add the item.
The screen shot shown below shows
11. Click [Next].
The Workbook Wizard – Step 3 of 5: Table Layout appears.
Workbook Wizard – Step 3 of 5
You can move items from the top Heading axis to the Page axis (and reverse).
You can change the order of the columns using the drag and drop technique.
You can also select [Show Page Item] and [Hide Duplicate Rows]
12. Click and drag the column heading to the position you want.
Look for the bold vertical line before releasing the item.
13. Select [Properties]
14. Select [Table Format].
15. Select [Show column headings].
16. Select [Show row Numbers].
There is no way to count the number of rows returned, so this is a way that you can scroll down to view the number of rows returned in your query.
17. Select [Show vertical gridlines] and [Show horizontal gridlines].
Workbook Wizard – Step 4 of 5
You have the opportunity to create sorts while you are creating your query. However, it is usually preferred that sorts be created after the results have been viewed, because it “Adds Overhead.” - sorting slows down the query and uses memory.
Workbook Wizard – Step 5 or 5
This screen is available for creating parameters, but we recommend that you do not create parameters until you have run your query and viewed the results.
Click the [Finish] button to run the query. The resulting output is displayed in the results window.
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