Ivy Tech Community College Discoverer Plus – Step by Step Report Creation Page 1 of 9

Step-by-step to create a report in Discoverer Plus

1. Go to http://banods0.ivytech.edu:7779/discoverer/plus a. Enter User Name, Password and Database (ODWP)

2. Click on ‘Create a new workbook’ and select only ‘Title’; leave others unchecked. Click Next.

3. Select ‘Schedule Offering’ from the drop-down menu. Select ‘Academic Period’, ‘Sub Academic Period’, ‘Start Date’, ‘End Date’, and ‘Campus’; and either drag them to the ‘Selected’ box, or click the

button.

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4. Click ‘Finish’. Your screen should look like this:

5. Save your report by going to File -> Save. Save frequently to avoid losing changes.

6. We will now add a sort to make sense of the data. Click on Tools -> Sort

7. Click on ‘Add’ a. Sort by – Campus (Group Sort) b. Then by – Academic Period (Group Sort) c. Then by – Sub Academic Period (Normal) d. Click OK

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8. Your Report will now look like this:

9. It is best to order your columns in the order of your sorts. To do this, click and drag the ‘Campus’ heading to the first position (to the left of Academic Period)

10. We will now add Course Reference Number, Course ID, Status and Minimum Credits

11. On the left side of the screen, under ‘Available Items’, find and select Course Reference Number,

Course ID, Status and Minimum Credits; drag them into the report or click on the button

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12. Your report should now look like this:

13. Go back and change the sort preferences (Tools -> Sort) to have Sub Academic Period as a group sort and a normal sort on Course Reference Number

14. For this report, we only want to see active classes. To do this, we will add a condition. Click on the

New Condition button, in the ‘Available Items’ area of Discoverer

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15. In the pop-up window, choose ‘Status’ for Item, leave the Condition as ‘=’ and enter A in the Value field. Click OK.

a. Here is a table explaining the different Options for Conditions

= Value equals exactly <> or != Value is not equal to > Value is greater than < Value is s less than >= Value is s greater than or equal to <= Value is s less than or equal to LIKE Value is s similar to (for wildcards) IN Value is s one of the following values IS NULL Value is Null IS NOT NULL Value is not Null NOT IN Value is not one of multiple values BETWEEN Value is between NOT BETWEEN Value is not between NOT LIKE Value is not similar to (allows wildcards)

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16. Next, we will set up parameters you will enter when running the report on the Academic Period and

Campus fields. Click on Tools -> Parameters

17. Click New…

18. Create a name for the Parameter. We use the following format: FieldName+‘Param’ a. Choose the Item Academic Period b. Condition ‘=’ c. Enter a prompt and description for parameter d. We will want to require an Academic Period, so leave that box checked e. For this report, we only want one Academic Period, so uncheck the ‘multiple values’ box f. Click OK

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19. Click New… and repeat the process for Campus a. Choose the Item Campus b. Condition ‘LIKE’ (This allows the use of a wildcard for the parameter) c. Enter a prompt and description for parameter d. We will want to require a Campus, so leave this box checked e. We will not allow multiple campuses entered, so uncheck the ‘multiple values’ box f. Click OK

20. Click OK

21. Enter sample parameters and run the report so see the new data (for this guide, the report pictures will be run with the following parameters: 200820 and I1)

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22. We now will enter sub-totals and grand totals, counting number of courses and sum of credits

23. Click on Create New Total… button in the toolbar

24. Starting with subtotaling credits for each Sub Academic Period

a. Item = Minimum Credits SUM b. Kind of total = Sum c. Where total to be shown = Subtotal for each change in Sub Academic Period d. Click OK

25. Repeat again, to create a grand total a. Item = Minimum Credits SUM b. Kind of total = Sum c. Where total to be shown = Grand total at bottom d. Click OK

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26. We will now create totals and subtotals to count the number of courses

27. Click on Create New Total… button in the toolbar a. Item = Course Reference Number b. Kind of total = Count c. Where total to be shown = Subtotal for each change in Sub Academic Period d. Click OK

28. Repeat again, to create a grand total a. Item = Course Reference Number b. Kind of total = Count c. Where total to be shown = Grand total at bottom d. Click OK

29. Your final report should look similar to the following, with totals at the bottom of group sorts: