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Lesson 2 Discoverer Plus: Getting Started


Objectives After completing this lesson, you should be able to do the following: • • • • • •

Login to Discoverer Plus Identify the features of Discoverer Plus Understand tabular and crosstab reports Locate and identify the Business Areas in Plus Open an existing report Learn Editing & Formatting Options

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Discoverer EUL

Discoverer End User Layer (EUL) The Discoverer End User Layer component is a repository for storing and retrieving definitions of objects used when querying relational data sources. A single EUL may consist of multiple Business Areas. A single Business Area is a collection of multiple folders.

Maury Data Warehouse

EUL Business Area

Business Area

DB Tables

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Login to Discoverer Plus Follow these steps to login to Discoverer Plus: • • • •

Login to Portal Navigate to the Admin Tab Click on the link, ‘Login to Ad-hoc Reporting Tool’ If this is the first time, the Discoverer server downloads an applet (java program) to the user desktop, which may take a few minutes. • Upon login, you will see ‘Create/Open Workbook’ pop-up window • At this point, you can either create a new workbook or open existing one

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Create/Open Workbook

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• Select ‘Browse’ to open existing report or ‘Create a new workbook’ and ‘Next’ to start a new report.

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Report Items

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• Business Area selection in drop down menu with corresponding folders/items below • Click on ‘+’ to the right of folders to expand and view items • Selected items are displayed in the bottom left section • Click on plus/arrow icon once item is highlighted to include new item • Click on minus/arrow icon to remove item from worksheet (shown with green checkmark)

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Report Conditions

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• The next tab on this left section displays the current report’s conditions • Right-click to edit condition • Click funnel icon to add new condition

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Report Calculations/Totals

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• The next tab on this left section displays the current report’s calculations • Right-click to edit calculation • Click on calculator icon to add new calculation • Click on sum icon to add new report total

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Parameter Pop-Up

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• When opening a report with parameters, you will get the pop-up window above for selecting parameters • Click on flashlight icon to the right of field to view parameter choices

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Select Facility

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• Once flashlight icon is selected, the above pop-up window is displayed • Highlight desired selection and click on single right arrow to add to selected or simply double-click selection • Once choices are made, click on ‘OK’ to return to parameter pop-up

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Run Report with Selected Parameters

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• Once parameters are selected, you must click on ‘OK’ to run report with selections

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Report View

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• Depending upon report opened/created, you will see worksheet and possibly a graph

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Discoverer Plus Icons

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• Discoverer Plus icons at the top can be used instead of menu drop-down choices

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Format Title

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• Right click title section to edit title and change formatting

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Change Sheet Name

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• Right click on sheet tab to edit worksheet name and formatting • This worksheet name will be the name displayed in the taskbar when the report is run

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Format Page Items

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• Right-click on Page Items to change formatting options

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Format Data

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• Right-click on data heading to change data formatting options

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Format Graph

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• Right-click graph to edit graph formatting

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Edit Text Area

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• Right-click in text area to edit/add text to report

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Summary In this lesson, you should have learned how to: • 3-tier Architecture of Anthem BI solution • Identify the components of Discoverer EUL

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Copyright © 2007, Anthem. All rights reserved.


Getting Started with Adhoc Reporting