Monday, June 23, 2008

Creating Custom Reports using DBI Designer

Using the Daily Business Intelligence Designer responsibility we can create custom DBI reports or dashboards based on Oracle EBS views or tables. To create a new report, select the Report designer Menu item. Enter the Report attributes like name and Application. Select the functional area as Customer Defined.

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Select the required view or table as the data source. The lookup will find the object if apps user has privileges on the object.

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Once the table or view is selected, the designer shows all the fields available. We can select any fields required for the report and associate it with a seeded dimension or set the column as a measure. If a dimension object is selected then we can associate it with a corresponding seeded dimension object mapping. Enter the display label needed for this column on the report. Click finish.

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Once the tabular report with columns is selected, it will show up as shown below. The top section saying Oracle Report1 is the report name and can be customized with the report title. The section below that is usually used for selecting parameters. The section below that is used for adding in a graph for the report. Click on Save or Finish and the report witl show up as an item in the Customer Defined functional area.

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We can then enable this menu item to any responsibility, so users can access this report from the corresponding responsibility.