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Discoverer Plus

Discoverer Plus. University of Virginia Integrated System February 2010 . NEW LAUNCH B UTTON. Compare Logging In. Discoverer Plus is a web application that you log into much as you do the Integrated System. It does not remember your username.

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Discoverer Plus

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  1. Discoverer Plus University of Virginia Integrated System February 2010

  2. NEW LAUNCH BUTTON

  3. Compare Logging In

  4. Discoverer Plus is a web application that you log into much as you do the Integrated System. It does not remember your username. The responsibility UVA ODS Specialist is the default responsibility name.

  5. Caution! Close the login page after you are connected. You can launch an additional Sessions from the Integrated System web page. If you attempt to launch a second session from this same page your first session will close abruptly, and the second session launch will fail, too.

  6. Compare Opening a Workbook

  7. You can set your options to show up to 10 recently used reports.

  8. Use Tools, Options To Set Options for Future Queries Note: To change the layout in a current session use Edit, Sheet.

  9. Tools, Options for Future Queries Set number of workbooks in recently used list here.

  10. Tools, Options for Future Queries Change limits for your query on the Query Governor tab.

  11. Tools, Options for Future Queries Set gridlines, row numbers, etc. on the Sheet tab.

  12. Open Workbook

  13. ISWEB in the Owner column indicates the report has been converted for Discoverer Plus.

  14. Partial Key Search – Key “ GA “ and click ENTER. GA is the new FM Grants Accounting report names now have GA as the name prefix - not FM Note the + signs

  15. Consolidated Workbooks One workbook can contain multiple worksheets.

  16. HR Reports NOTE: HR reports won’t open unless you are logged in as UVA ODS Specialist-Limited.

  17. Your session will terminate after 2 hours of inactivity Schedule reports if they run a long time.

  18. Review • Reports owned by ISWEB will format correctly on the screen and on print report layout. • Only one workbook can be opened per login session, but workbooks can contain many worksheets. • ISDS has consolidated the finance reports into fewer workbooks with more worksheets. • Remember – if you want to open a second session – launch from the IS main page

  19. Review • Now Grants reports are GA instead of FM • You can search for workbooks titles contain a value such as GA_ or HR_ • Remember – if you are looking for HR you have to add –Limited or –Restricted to the • UVA ODS Specialist responsibility on the log on screen. • NOTE still reporting from the ODS. Restrictions still apply – such as day delay for password change, etc.

  20. Open Workbook or any worksheet within the workbook

  21. Ready to Run?

  22. Enter Parameter Values

  23. Search for Parameters!

  24. Partial Key Search Start typing and click [Go] for a short list

  25. Running Your Query

  26. VIEW: Selected items Shows selected items on left

  27. EDIT CURRENT WORKSHEET Select EDIT on the menu bar. Worksheet properties

  28. Edited Sheet This shows the edited sheet Note the gridlines in blue.

  29. Moving Among Sheets in a Workbook Arrows grayed out but active

  30. Title Prints Double Spaced

  31. Printing After printing a Range of pages you MUST change the numbers back to 1 – 9999 Just selecting All won’t do it.

  32. Print Differences Title prints Double Spaced Page number in footer shows absolute page number not Page 1 of 45

  33. Move Page ItemsPlace in front of the column where you want it to go.

  34. Move Page Items Award Number Project Number Dropping a page item on top of a column header will cause the column header in the worksheet to LEAP to the page items row.

  35. Items Switch Places

  36. Edit, Worksheet, Conditions

  37. Edit, Worksheet, Select Items, Conditions Tab Right Click to de-Select the Condition

  38. Saving and Sharing Yes, If and only if you have made changes.

  39. Sharing Click File, Share to SHARE your saved workbook with other users.

  40. File, Open, View, My Workbooks to see the workbooks you have saved

  41. File, Close, to Exit Workbook If you click the red X you close the Discoverer session

  42. Export to Excel • Discoverer can freeze at several places when you try to export to excel.  • If it freezes before it even attempts to export  the file, you need to: • CTRL+ALT+DEL, TASK MANAGER, END Discoverer Plus • Empty Java Cache  (contact ITC help desk or LSP for help) • Restart Discoverer Plus

  43. Export to Excel • If Discoverer freezes after the export when attempting to open excel with the exported data: • Pop-up box below comes up hidden behind the Discoverer Window • This is a catch 22 situation - Discoverer waits until you say you want to open the file, but you can’t see the box.

  44. Export to Excel • Minimize Discoverer Plus to locate the pop-up box. • Click Open • Note: If you uncheck the “Always ask before opening this type of file”  it will not pause at this point in the future.

  45. Discoverer Plus Upgrade Information Quick links to documentation of the upgrade including the simulation linked below: http://www.hrs.virginia.edu/online/discovererplus/toc.html

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