Post on 19-Dec-2015
www.regouniversity.comClarity Educational Community
Advanced Maximizing Portlet Function to Personalize Output
Presented by: Sangeet Chourey and Chris Wuenstel | Date Prepared: April 2015
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Agenda• Advanced Portlet Types– Multi-Dimensional– Hierarchical
• Multi-Dimensional– Syntax– How-To Walkthrough
• Hierarchical– Syntax– How-To Walkthrough
• Questions
Example Queries For Presentation
Example_Queries.txt
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Multi-DimensionalAdvanced Portlet Types
Y
X
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HierarchicalAdvanced Portlet Types
Projects
Tasks
Resources
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Syntax
Good news everyone, no new syntax to learn!DimensionsSELECT @SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:RES.ID:RES_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:RES.FULL_NAME:RES_FULL_NAME@FROM SRM_RESOURCES RESWHERE @FILTER@
Each dimension needs a Unique ID and Property Field.First line: Unique IDSecond line: Property Field
Multi-Dimensional Portlet
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Syntax – Continued
Adding a second dimension.
SELECT @SELECT:DIM:USER_DEF:IMPLIED:Y:Y.ID:Y_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:Y.COLUMN:Y_COLUMN@ ,@SELECT:DIM:USER_DEF:IMPLIED:Y:X.ID:X_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:X.COLUMNS:X_COLUMNS@FROM Y_AXIS YLEFT JOIN X_AXIS X ON X.YID = Y.IDWHERE @FILTER@
Multi-Dimensional Portlet
Y-Axis
X-Axis
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Going from 1-Dimension -> 2-DimensionsMulti-Dimensional Portlet
Y-Axis Unique ID
Y-Axis Display(Property) Field X-Axis Unique ID
X-Axis Display(Property) Field
X-Axis Metric
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Going from 1-Dimension -> 2-Dimensions cont.
SELECT @SELECT:DIM:USER_DEF:IMPLIED:Y:RES.ID:RES_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:RES.FULL_NAME:RES_FULL_NAME@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:ACT.SLICE_DATE:DATE_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:TO_CHAR(ACT.SLICE_DATE, 'Mon, YYYY'):DATE_DISPLAY@ ,@SELECT:METRIC:USER_DEF:IMPLIED:SUM(ACT.SLICE):HOURS@FROM SRM_RESOURCES RESJOIN PRASSIGNMENT A ON A.PRRESOURCEID = RES.IDJOIN PRJ_BLB_SLICES ACT ON A.PRID = ACT.PRJ_OBJECT_IDWHERE @FILTER@ AND ACT.SLICE_REQUEST_ID = (SELECT ID FROM PRJ_BLB_SLICEREQUESTS WHERE REQUEST_NAME = 'MONTHLYRESOURCEACTCURVE')AND ACT.SLICE_DATE BETWEEN TRUNC(@WHERE:PARAM:USER_DEF:DATE:START_DATE@, 'MONTH') AND TRUNC(@WHERE:PARAM:USER_DEF:DATE:FINISH_DATE@, 'MONTH')GROUP BY RES.ID,RES.FULL_NAME,ACT.SLICE_DATE
Multi-Dimensional Portlet
Change to X
Converts any date input to the first of the month.Example: 4/13/2015 -> 4/1/2015
Change to DIM
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Multi-Dimensional Final Query
SELECT @SELECT:DIM:USER_DEF:IMPLIED:Y:RES.ID:RES_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:RES.FULL_NAME:RES_FULL_NAME@ ,@SELECT:DIM:USER_DEF:IMPLIED:X:ACT.SLICE_DATE:DATE_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:X:TO_CHAR(ACT.SLICE_DATE, 'Mon, YYYY'):DATE_DISPLAY@ ,@SELECT:METRIC:USER_DEF:IMPLIED:SUM(ACT.SLICE):HOURS@FROM SRM_RESOURCES RESJOIN PRASSIGNMENT A ON A.PRRESOURCEID = RES.IDJOIN PRJ_BLB_SLICES ACT ON A.PRID = ACT.PRJ_OBJECT_IDWHERE @FILTER@ AND ACT.SLICE_REQUEST_ID = (SELECT ID FROM PRJ_BLB_SLICEREQUESTS WHERE REQUEST_NAME = 'MONTHLYRESOURCEACTCURVE')AND ACT.SLICE_DATE BETWEEN TRUNC(@WHERE:PARAM:USER_DEF:DATE:START_DATE@, 'MONTH') AND TRUNC(@WHERE:PARAM:USER_DEF:DATE:FINISH_DATE@, 'MONTH')GROUP BY RES.ID,RES.FULL_NAME,ACT.SLICE_DATE
Multi-Dimensional Portlet
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Creating QueryMulti-Dimensional Portlet
Administration -> Queries Click New
Enter “Query Name” and “Query ID”Click “Save and Continue”
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Creating QueryMulti-Dimensional Portlet
Delete old and paste new query here
Click “Save and Continue”
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Creating QueryMulti-Dimensional Portlet
No need to change anything here
Metric
Y-Axis
X-Axis
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Creating PortletMulti-Dimensional Portlet
Administration -> Portlets Click NewClick “Grid Portlet”
Enter “Portlet Name”And “Portlet ID”
Browse for Query
Click Next
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Creating PortletMulti-Dimensional PortletDon’t changeClick Next
Click “Finish and Open”
Click “List Column Section”And then Layout
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Creating PortletMulti-Dimensional Portlet
Changes
Click Save
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Creating PortletMulti-Dimensional Portlet
Click “List Column Section”And then Fields
Click Save
Changes
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Creating PortletMulti-Dimensional Portlet
Click Resource Properties button
Uncheck “Allow Word Wrapping in Column”
Click “Save and Return”
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Creating PortletMulti-Dimensional Portlet
Click “List Filter Section”And then Layout
Add “param_start_date”And then “param_finish_date”
Remove “Filter”Change to Expanded
Click Save
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Creating PortletMulti-Dimensional Portlet
Click “List Filter Section”And then Fields
Change Labels
Click Save
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Creating PortletMulti-Dimensional Portlet
Click “Finish Date” Properties button
Select “Rolling Date”Set as “End of Previous Month”
Make Required
Click “Save and Return”
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Creating PortletMulti-Dimensional Portlet
Click “Start Date” Properties button
Select “Rolling Date”Set as “Start of Current Year”
Make Required
Click “Save and Return”
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Creating PortletMulti-Dimensional Portlet
Add to a page, and view all of your hard work!
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Syntax
• Two new parameters:– HG_HAS_CHILDREN
• Is null if there aren’t any children• Contains the value to be used in the child query
– HG_ROW_ID• Is null if the row is top parent• Contains the value to be used in the child query• Same value as HG_HAS_CHILDREN
Confusing, I Know!
Hierarchical Portlet
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Syntax cont.
• Unions are quite commonly used – not always the most efficient, but they are the easiest way
Parent QueryUnionChild Query
• You can have more than one child query • Don’t have too many child queries– Limit it to only a few child queries
Hierarchical Portlet
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Creating Parent QueryHierarchical Portlet
SELECT INV.ID PRID , INV.NAME , INV.SCHEDULE_START , INV.SCHEDULE_FINISH , NVL(ROUND(INV.LABOR_ACTSUM/3600,2),0) ACTUALS , INV.ID HG_HAS_CHILDRENFROM INV_INVESTMENTS INVWHERE INV.ODF_OBJECT_CODE = 'project'AND @WHERE:PARAM:USER_DEF:STRING:HG_ROW_ID@ IS NULL
Going to first bring in projects, and the current total actuals
This is what we are sending to the child query to get the corresponding children
HG_ROW_ID is null because this is the top level
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Creating Child QueryHierarchical Portlet
SELECT TSK.PRID , TSK.PRNAME NAME , TSK.PRSTART SCHEDULE_START , TSK.PRFINISH SCHEDULE_FINISH , NVL(ROUND(SUM(PRA.PRACTSUM)/3600,2),0) ACTUALS , NULL HG_HAS_CHILDRENFROM PRTASK TSKLEFT JOIN PRASSIGNMENT PRA ON PRA.PRTASKID = TSK.PRIDWHERE TSK.PRPROJECTID = @WHERE:PARAM:USER_DEF:STRING:HG_ROW_ID@GROUP BY TSK.PRID, TSK.PRNAME, TSK.PRSTART, TSK.PRFINISH
For the children we are going to bring in tasksand there corresponding actuals
Null because there aren’t any children
Parent is sending INV_INVESTMENTS.IDWe are going to link it to each tasks PRPROJECTIDNow it’s only bringing back corresponding tasks for each project
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How it worksHierarchical Portlet
Project
Tasks
Project has children
Used in second query, to find the projects corresponding tasks
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Putting it all togetherHierarchical Portlet
We are going to union the project and task sections inside the NSQL
SELECT @SELECT:DIM:USER_DEF:IMPLIED:ACTUALS:PRID:PRID@, ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:NAME:NAME@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:SCHEDULE_START:SCHEDULE_START@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:SCHEDULE_FINISH:SCHEDULE_FINISH@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:HG_HAS_CHILDREN:HG_HAS_CHILDREN@ ,@SELECT:METRIC:USER_DEF:IMPLIED:ACTUALS:ACTUALS@FROM( PROJECT QUERY UNION TASK QUERY) WHERE @FILTER@
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Creating QueryHierarchical Portlet
Administration -> Queries Click New
Enter “Query Name” and “Query ID”Click “Save and Continue”
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Creating QueryHierarchical Portlet
Delete old and paste new query here
Click “Save and Continue”
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Creating QueryHierarchical Portlet
No need to change anything here
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Creating PortletHierarchical Portlet
Administration -> Portlets Click NewClick “Grid Portlet”
Enter “Portlet Name”And “Portlet ID”
Browse for Query
Click Next
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Creating PortletHierarchical Portlet
Click “Finish and Open”
Click “List Column Section”And Layout
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Creating PortletHierarchical Portlet
Changes
Click Save
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Create PortletHierarchical Portlet
Click “List Column Section”And Fields
Rename the columns
Click Save
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Creating PortletHierarchical Portlet
Add to a page, and view all of your hard work!
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Questions
Phone888.813.0444
Emailinfo@regouniversity.com
Websitewww.regouniversity.com
We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general.
There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us.
Thank you for attending regoUniversity 2015!