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Discoverer Calculated Functions - How To Guide

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Oracle 9i Discoverer Desktop

9.0.2.0.0
Version 1 October 2005

Calculations and Functions

Information Resources Rowan University 201 Mullica Hill Road Glassboro, NJ 08028-1701 http://www.rowan.edu/ir/

Copyright 2005, Rowan University, all rights reserved. Oracle Discoverer is a registered trademark of Oracle Corporation. Other brand and product names are trademarks or registered trademarks of their respective companies.

Oracle 9i Discoverer Desktop

Learning Objectives
At the end of this workshop you should be able to do the following:

Table of Contents
Overview... 4 Calculation Review.... 5 Redefine Data...... 6 Combine Data . 7 Substring.. ... 8 Return Maximum Record. 9 IF..THEN..ELSE logic... 11

Create basic calculations Redefine data Combine data Create substrings Return the maximum value for records captured by sequence number or activity date Apply basic IF..THEN..ELSE logic

System Requirements
Personal Computer Pentium III, 500 MHz or higher Microsoft Windows 98 or higher 128 MB RAM Explorer 5.1 or Netscape 7.02 or higher

Oracle 9i Discoverer Desktop

Overview

Oracle 9i Discoverer is a tool which allows users to query an Oracle database. It is an ad-hoc query, reporting, analysis, and Web publishing tool. It can be used for a variety of tasks including data exporting, sorting and grouping data, creating charts and graphs, and printing reports. Discoverer workbooks can be saved and shared with others.

Key Terms
Business Area Set of folders containing information with a common business purpose. Folder Group of related information within a business area (typically a table or view). Item Specific type of information within a folder. Axis Itemcorresponds to a column in a table. Measure Itemaxis item that represents numeric data. Query To search for information. A saved search which extracts information from multiple tables. Each query is stored in a separate worksheet. View Data the user has access to which is set up by the Discoverer administrator. The Banner schema, describing views, is available at http://banner.rowan.edu/ banner-schema/

Workbook A related group of worksheets that are related to each other. Holds one or more queries. Worksheet A document that stores the results of a query.

Oracle 9i Discoverer Desktop

Calculations and Functions

Add Calculations
1. Identify the data field names you wish to calculate. If you renamed a column heading, you must know the original data field name to create a calculation. Double-click on the column heading and check Name: for the original data field name. 2. Select Calculations from Tools menu. 3. Select New to create new calculation or choose calculation name and select Edit (Figure A). 4. Select the column headings to calculate and choose Paste. Add the functions needed such as addition (+), subtraction (-), and multiplication (x) (Figure B). Standard precedence rules apply (multiplication and division first, then subtraction and addition). Use parentheses to indicate precedence as needed. 5. Enter calculation name and select OK. If data in the calculated column reads #DIV/0! the calculation could not be computed. Check your calculation formula for errors.

Figure A Create new calculation.

Figure B Define calculation.

Oracle 9i Discoverer Desktop

Calculations and Functions

Redefine Data
1. Identify the data you wish to redefine. If you renamed a column heading, you must know the original data field name to create a calculation. Double-click on the column heading and check Name: for the original data field name. 2. Select Calculations from Tools menu. 3. Select New to create new calculation or choose calculation name and select Edit. 4. Select the Functions radio button to right of Show:, click on f(x) DECODE under Others folder and choose Paste. (Figure C) 5. Enter the appropriate field as expr and define data substitutions following the calculation formula. (Figure D) FORMULA DECODE(expr, search1, result1[, searchN[, resultN[, default]]]) EXAMPLE DECODE(uoms code,'EA','each', 'BOX','package','other') Calculations are case sensitive! You must type field names and data elements exactly as they appear for the substitution to be accurate. 6. Enter calculation name and select OK.
Figure C Select function template.

Figure D Define formula.

EXAMPLE

Oracle 9i Discoverer Desktop

Calculations and Functions

Combine Data
1. Identify the data you wish to combine or concatenate. If you renamed a column heading, you must know the original data field name to create a calculation. Double-click on the column heading and check Name: for the original data field name.
Figure E Select function template.

2. Select Calculations from Tools menu. 3. Select New to create new calculation or choose calculation name and select Edit. 4. Select the Functions radio button to right of Show:, click on f(x) CONCAT under String folder and choose Paste. (Figure E) 5. Enter the appropriate fields as char1 and char2 following the calculation formula. (Figure F) FORMULA CONCAT(char1, char2) EXAMPLE CONCAT(phone area,phone number) -orphone areaphone number Calculations are case sensitive! You must type field names and data elements exactly as they appear for the substitution to be accurate. 6. Enter calculation name and select OK.
Oracle 9i Discoverer Desktop 7

Figure F Define formula.

EXAMPLE

Calculations and Functions

Substring
1. Identify the data you wish to redefine. If you renamed a column heading, you must know the original data field name to create a calculation. Double-click on the column heading and check Name: for the original data field name. 2. Select Calculations from Tools menu. 3. Select New to create new calculation or choose calculation name and select Edit. 4. Select the Functions radio button to right of Show:, click on f(x) SUBSTR under String folder and choose Paste. (Figure G) 5. Enter the appropriate field as char and define beginning and ending character length following the calculation formula. (Figure H) FORMULA SUBSTR(char, m[, n]) EXAMPLE SUBSTR(ssn,1,3)'-'SUBSTR(ssn,4,2) '-'SUBSTR(ssn,6,4) Calculations are case sensitive! You must type field names and data elements exactly as they appear for the substitution to be accurate. 6. Enter calculation name and select OK.
Figure G Select function template.

Figure H Define formula.

EXAMPLE

Oracle 9i Discoverer Desktop

Calculations and Functions

Return Maximum Record


1. Identify the data you wish return only the maximum value (i.e. by sequence number or activity date). If you renamed a column heading, you must know the original data field name to create a calculation. Double-click on the column heading and check Name: for the original data field name. 2. Select Conditions from Tools menu. 3. Select New to create new condition or choose condition name and select Edit. 4. Select the item you wish to retrieve a maximum value from drop-down selection. (Figure I)
Figure J Choose value.

Figure I Select data to retrieve maximum value.

5. Select the condition = from drop-down selection. 6. Choose Create Calculation under Value(s) drop-down selection. (Figure J) 7. Select the Functions radio button to right of Show:, click on f(x) MAX under Analytic folder and choose Paste. (Figure K)

Figure K Select function template.

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Oracle 9i Discoverer Desktop

Calculations and Functions

8. Enter the appropriate fields as expr, expr2, expr3, and expr4. (Figure L) FORMULA MAX(expr) OVER (PARTITION BY expr1 ORDER BY expr2 RANGE BETWEEN expr3 AND expr4) EXAMPLE MAX(DECISION_NUMBER) OVER (PARTITION BY PERSON_UID ORDER BY ACADEMIC_YEAR ) Calculations are case sensitive! You must type field names and data elements exactly as they appear for the substitution to be accurate. 9. Select OK to complete calculation, enter condition name, and select OK.

Figure L Select function template.

EXAMPLE
Before Maximum Record Formula

After Maximum Record Formula

Oracle 9i Discoverer Desktop

10

Calculations and Functions

IF. . THEN . . ELSE Logic


1. Identify the data you wish to use. If you renamed a column heading, you must know the original data field name to create a calculation. Double-click on the column heading and check Name: for the original data field name.
Figure M Select function template.

2. Select Calculations from Tools menu. 3. Select New to create new calculation or choose calculation name and select Edit. 4. Select the Functions radio button to right of Show:, click on f(x) CASE under Other folder and choose Paste. (Figure M) 5. Enter the appropriate condition, expr1, and expr2 following calculation formula. (Figure N) FORMULA CASE WHEN condition1 THEN expr1 ELSE expr2 END EXAMPLE CASE WHEN GENDER = 'F' THEN AGE SUM-10 WHEN GENDER = 'M' THEN AGE SUM+2 ELSE AGE SUM END Calculations are case sensitive! You must type field names and data elements exactly as they appear for the substitution to be accurate. 6. Enter calculation name and select OK.

Figure N Define formula.

EXAMPLE

Oracle 9i Discoverer Desktop

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