User Responsibility Report Instruction Guide
After completing this lesson, you should be able to run reports using Discoverer Viewer. It will also
go over advanced features in Discoverer, including Exporting Data to Microsoft Excel and using the
Excel AutoFilter functionality.
This procedure covers the instructions on how to generate standard DMHRSi reports using the
Discoverer Viewer. Discoverer Viewer is a web-based tool that allows users to view reports.
Responsibilities within DMHRSi are “Role” based. Your Role is defined by your assignment within
your organization and reflects your security levels within DMHRSi. The following roles may be
assigned to any individual within a site with the following responsibilities.
The DMHRSi Subcommittee is responsible for ensuring that this document is necessary and that it
reflects actual practice. Changes to this document will follow the DMHRSi Configuration
Management Process with the final approval authority being the Human Resource Steering Committee
Refer to Discoverer Workbook Definitions located in the DMHRSi on-line help for details of the use
and function of existing workbooks available in the DMHRSi Discoverer Viewer
If you have any further questions, please contact the MHS Help Desk.
Feel free to experiment with the data elements you use to run reports since you cannot alter the
underlying data or overwrite the original workbook with changes you make.
Site Application Administrator
Section 1: Running the User Responsibility Report in Discoverer Viewer
1. Open your Internet browser.
Note: For training purposes we will be using the training instance of DMHRSi.
For classroom purposes, login to the TRAINING instance of Discoverer Viewer at
At your desk, login to the LIVE instance of Discoverer Viewer at
You may want to bookmark this website so that you do not have to continually enter it in the
2. Enter your DMHRSi username and password.
3. Type <TRNG> in the “Database” field.
Note: At your desk, you would type <PROD>.
4. Verify that the “Language” field reads “English (United States).”
5. Verify that the “Oracle Applications User” box is checked.
6. Click the “Connect” button to open the Discoverer Viewer page.
Note: If you have more than one responsibility, you will be asked: “Which Oracle Applications
Responsibility do you want to use to connect?” If you have only one responsibility, you will not be
asked this question.
7. Click the Site Application Administrator link. (You will only see responsibilities that apply to
New Connection: - selecting this option will allow restarting your connection to the
Open Workbook: - selecting this option will allow you to view the available lists of
Options: - selecting this will allow you to specify values for your data.
Exit: -selecting this option will allow you to log out of the database.
Help: - selecting this option will provide fundamental instruction and guidance while
performing tasks within the database. Help can be accessed wherever this symbol is present.
Workbook is a container for worksheets (or a collection of worksheets). A “workbook” is
comprised of one or more reports created and saved together.
Worksheet can be thought of as a report that returns the result of a query ran against the database.
8. Click the STD_RPTS.Application Users & Their Responsibilities link (the workbook name) to
display worksheets within a workbook.
Note: The “Description” section describes the types of worksheets (reports) that you will find in
The worksheets within the workbook you have opened are listed on the left side of the page (in a
box with a tan background).
9. Click the App Users’ Responsibilities link for the worksheet you wish to open.
Note: In the body of the page, you will be presented with parameters used to filter the data for the
report you wish to display.
Each parameter will have one or more of the following options to search (query) information in the
Exact: Use this option if you know the exact text of the data (parameter) for which you want
to search. If you are unsure, or only know the partial value, it is recommended that you use
one of the other options.
Starts with: Use this option if you know what the data (parameter) value starts with.
Contains: Use this option if you know any piece of the data (parameter) value, whether it is at
the beginning, middle, or end of the data value.
Note: If you are unsure of the parameters, it is recommended that you select “contains” for all
parameters. The wildcard character for Discoverer Viewer is “%”.
10. Click the “Apply Parameters” button.
The report will be run and displayed for you.
The following page will appear to give you an indication of the progress of the request.
When the request has been processed and the report is ready, it will be displayed.
Section 2: Using the Table Layout Options
Table Layout Options allow you to change the order of your Page Items and Top Axis (columns).
Page Items: If the item appears in the Page Item box on the page axis, it is called a page item. Page
Items in Discoverer enable you to view the data in a sheet from a particular perspective. For example,
you might have an item called Year in the Page Item box. You can view the data for a particular year
by selecting that year from the list in the Page Item box. If the Page Items list displays UIC, you can
select a specific UIC from the list to display data only for the selected UIC. The Page Item can be
thought of as the “third dimension” of a report (e.g. Columns, Rows, and Pages).
Top Axis: The Top Axis fields are the “Columns” on your worksheet. Select the values you would
like to be displayed as columns.
1. Click on the “Table Layout” link to change the format of the worksheet.
2. Click on the drop down arrow in any of the fields in the row labeled “Top Axis” to change the
order of the columns displayed.
Note: In order for Table Layout changes to be accepted, you must make sure that you have made
selections in all of the available fields. No fields can be blank in order for the layout changes to be
3. Click the “Apply” button to see the changes that this makes to the report.
4. Select any value (column) in the first drop down box in the row labeled “Page Items” to change the
Page Items drop down list at the top of the report.
5. Using the Page Items down arrow in the box, select a value.
For example, if you select “Organization Name” as the Page Item, then you will be able to use the
Page Item drop down list at the top of the report to toggle between various Organizations for your
command to see the report displayed from different perspectives.
6. Click on the “Table Layout” link in the menu below the workbook / worksheet name to add an
additional page item.
7. Select another item in the second drop-down box in the row labeled “Page Items.”
8. Click the “Apply” button to see the change that this makes to the report.
Now both the selected items are page items. Notice that the selection list in the second box
corresponds to the values selected in the first box.
Section 3: Using the Printer Friendly Version Feature
1. Click on the “Printer Friendly Version” link to display the report in a more printable format.
Note the change in the appearance of the report. Now the report fills the screen, but the page items
are set and cannot be changed.
Note: Although this “printer friendly version” displays more columns, it does not ensure that all
the columns on your report will print on one page. For more advanced formatting options for
printing, it is recommended that you export your data to Microsoft Excel. Refer to Section 6 of
this lesson for steps on exporting to Excel.
2. Click the “Back” button on the browser to return to Discoverer Viewer.
Section 4: Using Presentation Options
Presentation Options allow you to View/Hide different areas of your report.
1. Click on the “Presentation Options” link.
Each of the options shown here change what you view on the screen.
Logo Displays the Logo at the top of the report
New Connection Button Displays the “New Connection” button
Open Workbook Button Displays the “Open Workbook” button
Options Button Displays the “Options” button
Exit Button Displays the “Exit” button
Help Button Displays the “Help” button
Blue Bar Displays the Blue Bar between the header and report
Blue Bar Displays the Blue Bar between the footer and report
Oracle Copyright Displays Oracle Copyright Info
“Show XML” link Displays the “Show XML” link
Rerun Query Displays the “Rerun Query” link
Presentation Options Displays the “Presentation Options” link
Edit Parameters Displays the “Edit Parameters” link
Export Data Displays the “Export Data” link
Worksheet Heading Displays the “Worksheet Heading” link
Page Items Menus Displays the “Page Items” menu
Drill Icons Displays the Drill icons
Pivot Displays pivot
Row Numbers Displays Row Numbers
List of Worksheets
Show Shows the tan “Worksheets” menu on the upper left
Hide Hides the tan “Worksheets” menu on the upper left
Off Removes the “List of Worksheets” from the page
Query Parameters Values
Show Shows the values in the “Parameters” area
Hide Hides the values in the “Parameters” area
Off Removes the “Parameters” area from the page
Show Shows the “Data” area.
Hide Hides the “Data” area. The report data will not be shown,
but you will still be able to view the data by clicking the
“Show Data” link in the Data area.
Off Removes the “Data” area from the page. This report data
will not be shown.
Show Shows the “Chart” area. Currently DMHRSi does not
have standard Charts available.
Hide Hides the “Chart” area.
Off Removes the “Chart” area from the page.
Check All Checks all checkboxes on the “Presentation Options”
Uncheck All Unchecks all checkboxes on the “Presentation Options”
Corporate Lock Currently DMHRSi does not use this function.
2. Select the Presentation Options that you would like to change.
3. Click the “Apply” button.
4. Click the “Presentations Options” link again.
5. Click the “Check All” link to return to the original setup.
6. Click the “Apply” button.
Section 5: Using the Options Feature
The Options page allows you to change some advanced features within DMHRSi. In this section, we
will only go over the most commonly used options.
1. Click the “Options” icon that appears in the upper right hand corner of the screen above the blue
Query Governor This function allows the user to limit the amount of
information that the report may try to generate. DMHRSi
is not using this function at this time.
Worksheets Allows the user to change certain display features in the
worksheet such as the number of rows displayed and the
text that will display in blank fields.
Summary Data Not being used currently
Fan-Trap Detection Not being used currently
End User Layer Access Not being used currently
Locale Selection Not being used currently
2. Scroll down to the “Worksheets” section.
3. Change the number of rows displayed to suite your desire.
Note: The default setting for Discoverer Viewer is 25 rows. You may wish to view 50 or more
rows at a time when looking at larger reports.
4. Change the value for “show null values as:” to a single dash <->.
Note: The single dash is one option. This is a free form text field, so you can also type in a word
such as “BLANK” depending on how you would like the fields with no data available to show up
in your report.
5. Click the “Apply changes” button, and you will return to your report.
Notice that the null values are still displayed as NULL.
6. Click the “Back” button.
7. Click the “Rerun Query” link.
Now the report data will refresh itself with the changes to the null display that you made.
Section 6: Exporting Reports to Microsoft Excel
This section provides the steps for exporting your Discoverer Viewer reports into Microsoft Excel.
Exporting to Excel is highly recommended because it allows you to manipulate your worksheet.
Exporting reports to Excel allows you to apply Auto Filters to better analyze your data and to share
your data easily with others in a format they are accustomed to viewing.
1. Open the report you want to export to Excel.
2. Click on the “Export Data” link.
3. Click the arrow from the drop-down list under “What export format do you want?”, and view the
list of possible formats.
Note: The Comma Delimited Format (.csv) is the recommended format to use for exporting.
Note: If you export to MS Excel 2000+ format (.xls), there are several different ways a user’s
web-browser could handle the export depending on the user’s web-browser settings. Some
computers will prompt you to save the file to your hard drive, while other computers will open the
file in the web browser window (usually Internet Explorer). If exporting to MS Excel format, you
must change the Macro Security Setting in Excel (Open Excel, Go to Tools > Macro > Security.
On the “Security Level” tab, Choose Medium.)
4. Select the “.csv” format.
5. Click the “Export data” button.
6. Save the file to your computer.
Note: Review the file name and verify the folder you are saving it to.
Note: Depending on your administrative privileges, you may not be able to save files to your
computer. If you need assistance, contact your DMHRSi Site Application Administrator.
Note: It is recommended to include the date in your filename to show when the data was exported
from Discoverer Viewer.
Section 7: Using the Microsoft Excel AutoFilter Feature
The AutoFilter feature in Microsoft Excel provides a quick and easy way to find and work with a
subset of data in a list. A filtered list displays only the rows that meet the criteria you specify for a
1. Open the exported Discoverer report you saved to your hard drive.
Your report will open in Microsoft Excel.
2. Select “Data” from the Menu Bar.
3. Select “Filter”.
4. Select “AutoFilter”.
Note: Each column heading will now have a drop down arrow.
5. Click on the drop down arrow of the field you would like to filter and select the data element that
you want to use as your filter. For example, in the screen shot above, you could click on the drop
down arrow for UIC and select “00232” to display only the rows containing that UIC.