Discoverer Report Sales Budget Report

Click on Create a new Business Area

Discoverer Report Sales Budget Report

Next

Discoverer Report Sales Budget Report

Select the application and Next

Select a table from the application(any)

Discoverer Report Sales Budget Report

Next

Set default aggregate on datapoints to Detail and Next.

Discoverer Report Sales Budget Report

Name the report and Finish.

This form will be appeared.

Discoverer Report Sales Budget Report

Now go to insert folder custom folder

Discoverer Report Sales Budget Report

This for

A window will be opened and in that window write the sql code.

Discoverer Report Sales Budget Report

And click on validate. This shows whether the code is valid or invalid.

Discoverer Report Sales Budget Report

If the code is valid then change the name and click on ok.

Discoverer Report Sales Budget Report

These are the items created in the folder by the query. Creating LOVs:

Discoverer Report Sales Budget Report

Select any item in the folder and in the administration task list select create item classes. You will get a popup window as shown below.

Discoverer Report Sales Budget Report

Now click on Next

Now drill down the Sales budget query folder (custom folder) and drag and drop the items for which you need to create LOVs as shown below.

Discoverer Report Sales Budget Report

Next and Name the Item Class and click on finish.

Lets create one more LOV.

Discoverer Report Sales Budget Report

Follow the above process.

Discoverer Report Sales Budget Report

Discoverer Report Sales Budget Report

Name the lov and click on finish.

Creating Drill Down (hierarchy) for Items:

Discoverer Report Sales Budget Report

In the administration task list, select Create item and date hierarchies you will get a popup window as shown below.

Discoverer Report Sales Budget Report

1.

Select item hierarchy to create hierarchy for items. If you want to create any date hierarchy you can select date hierarchy. And Next Note: Date format items has default hierarchy.

Discoverer Report Sales Budget Report

Drill down the Sales Budget Query Folder.

Now drag and drop the items to crate an hierarchy. Let us create a hierarchy for Year Sales budget as shown below.

The first item selected will act as the parent to the hierarchy.

Discoverer Report Sales Budget Report

Each item acts as a child item to its above item. Next.

Name the hierarchy and click on finish. Let us create some more hierarchies as per the requirement. Follow the above process to create item hierarchy.

Discoverer Report Sales Budget Report

2.

Select item hierarchy to create hierarchy for items. If you want to create any date hierarchy you can select date hierarchy. And Next Note: Date format items has default hierarchy.

Drill down the Sales Budget Query Folder.

Discoverer Report Sales Budget Report

Now drag and drop the items to crate an hierarchy. Let us create a hierarchy for Year Sales budget as shown below.

Next Name the hierarchy and click on finish.

Discoverer Report Sales Budget Report

3.

Select item hierarchy to create hierarchy for items. If you want to create any date hierarchy you can select date hierarchy. And Next Note: Date format items has default hierarchy.

Discoverer Report Sales Budget Report

Drill down the Sales Budget Query Folder.

Now drag and drop the items to crate an hierarchy. Let us create a hierarchy for Year Sales budget as shown below.

Discoverer Report Sales Budget Report

Next

Finish.

Discoverer Report Sales Budget Report

4.

Select item hierarchy to create hierarchy for items. If you want to create any date hierarchy you can select date hierarchy. And Next Note: Date format items has default hierarchy.

Drill down the Sales Budget Query Folder.

Discoverer Report Sales Budget Report

Now drag and drop the items to crate an hierarchy. Let us create a hierarchy for Year Sales budget as shown below.

Next

Discoverer Report Sales Budget Report

Finish 5.

Select item hierarchy to create hierarchy for items. If you want to create any date hierarchy you can select date hierarchy. And Next Note: Date format items has default hierarchy.

Discoverer Report Sales Budget Report

Drill down the Sales Budget Query Folder.

Now drag and drop the items to crate an hierarchy. Let us create a hierarchy for Year Sales budget as shown below.

Discoverer Report Sales Budget Report

Next

finish

Discoverer Report Sales Budget Report

6.

Select item hierarchy to create hierarchy for items. If you want to create any date hierarchy you can select date hierarchy. And Next Note: Date format items has default hierarchy.

Discoverer Report Sales Budget Report

Drill down the Sales Budget Query Folder.

Now drag and drop the items to crate an hierarchy. Let us create a hierarchy for Year Sales budget as shown below.

Discoverer Report Sales Budget Report

Next

Finish

Discoverer Report Sales Budget Report

Granting the business area to the Application User or Responsibility: Now open the administration task list and click on the Grant business area access (Mandatory) and youll get a popup window as shown below. Note: this is mandatory .

Here you can see two check boxes users and resps. If you check only users, then you can see only users in the select list and if you check only resps you can see responsibilites only.

Discoverer Report Sales Budget Report

Here I have checked only users. So that I can see only application users. Now select the application user name in the list which we can see in the left side and drag& drop to right side box and click on apply and then on ok as shown below.

Discoverer Report Sales Budget Report

Now, the business area got ready to create workbooks (reports).

Discoverer Report Sales Budget Report

Creating Workbook (in Desktop Edition): Open the desktop edition and login with the user to whom we have granted the access business area.

When we connect, immediately well get a popup window as shown below.

Discoverer Report Sales Budget Report

select any of the resposiblity. And when you click on ok a window will be appeared to create a workbook or to open an existing workbook.

Discoverer Report Sales Budget Report

Now click on create new workbook and itll ask for the format of the report.

Discoverer Report Sales Budget Report

Here I am selecting table format. (click on the table) and Next

Discoverer Report Sales Budget Report

In this window select the business area which you have created from the list of values.

Discoverer Report Sales Budget Report

Now drill down the sales budget query folder and drag and drop the items from the folder to the right window as shown below.

Discoverer Report Sales Budget Report

And for the number type items you can see different icon. For that items, drill down the item and select detail and click on the right arrow as shown below.

Discoverer Report Sales Budget Report

Like wise do for all the number type items.

Discoverer Report Sales Budget Report

Next Now you can see the layout of your worksheet and here you can modify the layout as per your requirement.

Discoverer Report Sales Budget Report

Check the show page items and now you can see page items field as shown below.

Now you can set the header level items by drag&dropping the items into the page items field as shown below.

Discoverer Report Sales Budget Report

Now the items in the page items field acts as header information.

Next

Discoverer Report Sales Budget Report

Here you can create conditions regarding the view of data. Right now we are not selecting this. Next

Discoverer Report Sales Budget Report

Here you can select the item by which you want to sort the data. Right now we are not selecting this. Next

Discoverer Report Sales Budget Report

Here you can write any calculations regarding the data. Right now we are not selecting this. Next Finish Now your query will be executed and worksheet will be opened. You the see process below.

Discoverer Report Sales Budget Report

Discoverer Report Sales Budget Report

This is the output (worsheet) for the query. You can see the graphical representation also by clicking on the graph icon.

Discoverer Report Sales Budget Report

You can select the type of graph and click on finish. Youll get the graph as per the data shown below.

Discoverer Report Sales Budget Report

Discoverer Report Sales Budget Report

Now save the workbook to the database (or to your local machine).

Save

Discoverer Report Sales Budget Report

name the workbook and click on save. Now the workbook has saved to database. Registering the workbook to the application as a function: Logon to the application. Nav: Application developer Application Function : Create a function

Discoverer Report Sales Budget Report

Function: SALES_BUDGET_REPORT

Type: SSWA plsql function

Discoverer Report Sales Budget Report

Parameters: workbook=SalesBudgetReprot

Save

Discoverer Report Sales Budget Report

Now attach the function to the respective menu. (receivables manager) Nav: Application Developer application menu

Save and ok. Now go to the Receivables Reponsibility Discoverer Reports Sales Budget Report

Discoverer Report Sales Budget Report

Now youll get the discoverer report by automatically launching discoverer viewer.

Discoverer Report Sales Budget Report

Now Select the workbook.

Select the Run Query.

Discoverer Report Sales Budget Report

Output:

Discoverer Report Sales Budget Report

Parameters with LOVs

Discoverer Report Sales Budget Report

Drill Down the item.

Discoverer Report Sales Budget Report