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.

2 comments:

  1. Hi - can you (and if so how) add the seeded dimensions into a custom report. In particular we need to have the time dimension working so that as you change the date parameters at the top of the dashboard, you custom report also changes. And what particular structure would you need for your base tables to support this time dimension. Thanks Dion

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  2. You can use any seeded dimension, you just need to make the column a dimension object and map it to the relevant seeded dimension. However this is not the same in the case of the seeded Time dimension (as seen on seeded DBI dashboards). The seeded DBI dashboard "as of Date parameter" has many dimension levels spanning month, qtr, year etc and is referenced by time IDs in the fact or base tables. If you understand the time id concept then you can add it to your fact and use the AK region definition to define your metadata using the seeded time dimension. Else, the easier way would be to use the generic "Date" dimension in designer which has a from - to kind of lov parameter and can be mapped to any date field in your base fact table.

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