Discoverer Plus
University of Virginia
Integrated System
February 2010
2
Compare Logging In
3
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.
4
5
Compare Opening a Workbook
6
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.
Note the
+ signs
GA is the new FM
Grants Accounting report names now
have GA as the name prefix - not FM
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 SpecialistLimited.
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 Items
Place 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
46