363529-1 Dbi Cookbook AGReport Designer Format

Oracle® Daily Business Intelligence

Release 11i DBI Designer Cookbook Series BIS L (4.0.9) and R12 BIS A (5.0)

Report Designer Cookbook for Automatically Generated Source

Metalink Note: 363529.1

Published in April 2006

Report Designer for Automatically generated source 1 of 40

Table of Content

Introduction .....................................................................................................................................................1 About this Cookbook.......................................................................................................................................1 Intended Audience:..........................................................................................................................................1 Prerequisite Reading:......................................................................................................................................1 Disclaimer.........................................................................................................................................................1 Objective...........................................................................................................................................................2 DBI Designer Recipe .......................................................................................................................................3

Prep Instructions .........................................................................................................................................3 Create Custom Generated Source Report. ................................................................................................4 Add Parameters. ..........................................................................................................................................6 Adding Dimension Objects from a Report. ...............................................................................................8 Adding Existing Dimension Objects. .........................................................................................................11 Adding Existing Dimensions. ......................................................................................................................12 Adding New Dimension Object. .................................................................................................................13 Modify View By. ..........................................................................................................................................14 Modify Dimension Object Properties where applicable...........................................................................15 Add or Remove Period Levels or Change the Calendar. .........................................................................16 Add or Remove Compare To Options. ......................................................................................................17 Add KPIs. .....................................................................................................................................................19 Adding Existing KPIs. .................................................................................................................................20 Add New KPI. ..............................................................................................................................................21 Add Calculated KPI. ...................................................................................................................................22 Add New Graphs. ........................................................................................................................................24 Add Links. ....................................................................................................................................................26 Publish Report. ............................................................................................................................................31 Review and Approve Report Prototype.....................................................................................................31 Generate Summary Levels..........................................................................................................................32 Identify Interface Tables and Prepare Information. ................................................................................34 Associate Programs to Load Data. .............................................................................................................36 Refresh Summaries......................................................................................................................................38


Introduction A DBI cookbook is a collection of recipes or instructions that explain how to something i.e. extend or configure, DBI content or setup and what you need to do it.

About this Cookbook This cookbook is a set of “recipes” for creating a DBI generated source report using the report designer.

Intended Audience: DBI report builders

Prerequisite Reading: Dimension Designer Cookbook

Measure Designer Cookbook

Implementation Guide

User Guide

About Doc

Disclaimer Disclaimer: This document is provided for information purposes only and the contents hereof are subject to change without notice. Oracle does not warrant that this document is error-free, nor does it provide any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. Oracle specifically disclaims any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the prior written permission of Oracle. Copyright 2003 Oracle All rights reserved. Oracle is a registered trademark of Oracle. Various product and service names referenced herein may be trademarks of Oracle. All other product and service names mentioned may be trademarks of their respective owners.


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Objective After reviewing the document, the user should be able to access the DBI designers and complete the following tasks: Create a generated source DBI style report. Edit Parameter and Table regions. Create Graphs Add Links to report Publish the report.


DBI Designer Recipe

Prep Instructions

1) Identify and create custom dimension objects required in this report.

2) Prepare Environment for Generated Source Reports. To be able to create generated source reports, you must ensure:

a) Balanced Scorecard 5.3 or higher is installed in your system.

b) Materialized View architecture is enabled. Check “Use Materialized Views for Summarization” in Performance Management Administrator > Global Setups.

c) Generate Source Summaries are available in your system. If you are using Daily Business Intelligence Designer, make sure you check “Make Generated Summaries Available” in Performance Management Administrator > Global Setups.


Create Custom Generated Source Report.

d) Navigate: Daily Business Intelligence Designer > Report Designer or Performance Management Designer > Report Designer.

e) Click on create.

f) Provide values for:

• Name.

• Internal name. The internal name is a unique identifier for the report in the system. It does not accept spaces.

• Application.

• Functional Area. Use this field to classify the report by functional area

• Description. Brief description of the content of the report.

g) Click on next to continue


h) Choose “Generate Data Source” to create the report prototype and later on generate the summary levels required for this report.


i) Click Finish to get to the prototype or layout report page.

When a generated source report is created, a prototype is created based on some defaults. This template contains the following characteristics:

• As of Date. Allows user to select the date for which user wants to render information.

• Period. This pull down will show Year, Quarter and Period of the Enterprise calendar.

• Compare To. This pull down will show Prior period and Prior Year and allows user to compare data against one of these choices.

• View By. View by is enabled for the dimension objects or parameters available. By default uses view by time.

• Table with none KPIs. The table will not show any KPIs associated to the report.

• Graphs are not available. User will have to add them based on the KPIs associated to the report.

• Links section is not available until the report is saved at least once.

Add Parameters.


j) You can add additional parameters (dimension objects) to the parameter region. Do as follows:

k) Edit parameter region.

l) Select one of the options from the Add pull down. The options are as follows:

• Add Dimension Objects from Report.Use this option to select the same dimension objects (parameters) as in an existing report.

• Add Existing Dimension Objects. Use this option to select one or more existing dimension objects.

• Add Existing Dimensions. Use this option to select all the dimension objects available in an existing dimension.

• Add New Dimension Object. Use this option to create a new dimension object and add it to the report.


Adding Dimension Objects from a Report.

3) To do this:

a) Select “Add Dimension Objects from Report”. Click go.

b) Search for the report providing the name using wildcards and the proper functional area. Select the report.

Note: You can select dimension objects from an Oracle Delivered Report (pre-seeded).

c) Click Continue


d) Check the corresponding dimension objects you want to add from this report to your report. Click Finish.

Note: Dependent dimension objects identified with a parent will bring the parent dimension object where applicable.


e) All the selected dimension objects will appear in the parameter region of your report using the same display properties. This means that hidden dimension objects in the original report will be added and hidden in your report.


Adding Existing Dimension Objects.

4) To do this:

a) Select “Add Existing Dimension Objects”. Click go.

b) Search for the dimension objects providing the name using wildcards and select one or more dimension object each time.

Note: You can select Oracle Delivered dimension objects (pre-seeded). You may see the same dimension object listed multiple times. Each corresponds its use in a different dimension.

c) Click on apply. The selected dimension objects will appear in the parameter region.


Adding Existing Dimensions.

5) To do this:

a) Select “Add Existing Dimensions”. Click go.

b) Search for the dimensions providing the name using wildcards and select one or more dimensions each time.

Note: You can select Oracle Delivered dimensions (pre-seeded).

c) Click on apply. All the dimension objects in the selected dimension will appear in the parameter region.


Adding New Dimension Object.

6) You can create a generated source dimension object from the report designer. The system will create the required tables to support the new generated source dimension objects, so you do not have to provide a source view/table for it.

Note: If you do not want to use a generated source dimension object, but rather you already have the source view/table for your dimension object, you must create the dimension object first through the dimension designer. Refer to Dimension Designer cookbook.

To create a new generated source dimension object from the report designer, follow the steps below:

a) Select “Add New Dimension Object”. Click go.

b) Enter a name and other mandatory fields and a brief description of its content.

c) Associate the new dimension object to an existing custom dimension in the system. You cannot associate it to Oracle Delivered dimensions.


d) If required, provide some dimension object values as will appear in the parameter pull down of your report.

Note: This list of values will be available only when you are creating the dimension object. Once the dimension object is created, you cannot add or edit these values from the report. Use the Data Loader > Maintain Dimension Objects to add or edit the dimension object values.

e) Click on apply. The new dimension object will appear in the parameter region.

Modify View By.

7) By default all visible dimension objects in your report are available as view by for your report. You can modify the default view by properties as follows:

a) Change the selection in the default view by pull down

b) Change the report to Non-view by report by unchecking display,

c) Enable/disable existing view bys by editing view by and checking/unchecking Display for each element, or

d) Define additional double view bys by editing view by, add a double view by and defining the participating dimension objects.

Note: You cannot define double view by on a hidden dimension object.


Modify Dimension Object Properties where applicable.

8) To do this:

a) Modify the display name of the dimension object by changing the Parameter label field.

b) Change the presentation of the parameter in your report from drop down to Pop-up List or Read only by editing the dimension object and choosing the propre option.

c) Make multi-select parameter by editing the dimension object and select the proper Multi Select option.


Add or Remove Period Levels or Change the Calendar.

d) Edit Period.

e) Select a different calendar if applicable.

f) Check / uncheck the period levels you want to enable in your report.

g) Click on apply to save.


Add or Remove Compare To Options.

h) Edit Compare To.

i) Check / uncheck the compare to options you want to enable in your report.

j) Click on apply to save.


9) Modify Report Style.

a) Edit Date parameter.

b) Choose the date options you want to enable in your report making it DBI Style report showing period to date, or From-To to do not cummulate data.

c) Click on apply to save.

10) Save Report. All modifications you made to your report are not saved until you save it by using Save or Finish in the Report Layout Page.

a) Save. Save the modifications made until that point and remains in the report for further edition.

b) Finish. Save the modifications made until that point and close the report.

c) Cancel. Cancel all the modifications made to the report since the last time it was saved. However, any other objects created during the report edition such as new dimension objects and KPIs are already saved and will remain in the system for further use.


Add KPIs.

11) You can add KPIs (measures associated to dimension objects) to the report by editing the table. Do as follows:

a) Edit table region.

b) Select one of the options from the Add pull down. The options are as follows:

• Add Existing KPI.Use this option to select an existing KPI in the KPI repository and add it to this report.

• Add New KPI. Use this option to create a new KPI and associate it to the report.

• Add New Calculated KPI. Use this option to create a new KPI that will be a formula between some or all the KPIs already available in your report.

• Add a Column Group. Use this option to create a header column and group one or more KPIs under this new column group.


Adding Existing KPIs.

12) To do this:

a) Select “Add Existing KPIs”. Click go.

b) Search for the KPI providing the name using wildcards and the proper functional area. Select one or multiple KPIs.

Note: You can select Oracle Delivered KPIs (pre-seeded).

c) Click Apply. The KPIs will be added to the report table

d) Edit and modify additional KPI properties applicable to the report as required Click Apply to return to the report layout page.


Add New KPI.

13) To do this:

a) Select “Add New KPIs”. Click go.

b) Provide a name and some other mandatory fields.

c) Define additional properties such as:

i) Aggregation function that will be used to aggregate data for Total and Grand Totals

ii) Measure Type: Activity or Balance. Activity KPIs aggregate data across period to get the value of higher period. Balance KPIs do not aggregate data between periods. Instead they take the last available value of a period to show it in the next level. Example the value for a Quarter will be the value of the last month on that quarter.

iii) Prototype values: These values will be used to generate random data within the specified ranges while the report is in prototype mode or design mode. The system will allow you to define prototype range values for each KPI for actuals and for compare to. The random data will be regenerated every time user renders the report.

d) Click Apply. The KPI will be added to the report table

e) Edit and modify additional KPI properties applicable to the report as required. Click Apply to return to the report layout page.


Add Calculated KPI.

14) To do this:

a) Select “New Calculated KPI”. Click go.

b) Provide a name and some other mandatory fields.


c) Define formula by selecting and adding the KPIs from the left side and using the operators at the bottom adding them to the right side. The final formula will appear under formula in the right side.

d) Click on validate to verify that formula does not have errors and it is valid for the system. Some of the issues you may found are:

i) Formula is too long and got truncated.

ii) An operator is missing resulting on two KPIs being joined, therefore the system may not found the KPI or indicating names is misspelled.

iii) An attribute column is used in the formula. An Attribute column is any column available in the report that is not associated to a KPI. (applicable only to view base reports)

e) Click Apply. The KPI will be added to the report table

f) Click Apply to return to the report layout page and save the report if required.


Add New Graphs.

15) You can create new graphs for the report. To do this:

a) Select “New” on the Graph region reserve in the report for the graphs.

b) Click on edit to get to its properties

c) Provide a graph title, graph axis and select the graph type as applicable.


d) Depending on the graph type, select one or more KPIs to be plot in the graph.

e) Click on apply to return and show the graph in the report layout page.

f) To create additional graphs to the report, click new again and select different KPIs. You can create upto 6 graphs but the same KPI cannot be displayed in more than one graph.

g) Save the report as required.


Add Links.

16) You can associate links to other reports, dashboards, other applications and URLs related to the report. To do this:

a) Save the report first. The Links region will not appear until the report is not created.


b) Click Edit in Links region.

c) Click on Add URL or Menu elements.


d) For an application, select the responsibility, then the application, report, dashboard, or any other menu element available under that responsibility. Click on add.


e) For an URL enter the mandatory fields and click on apply.

f) Modify the order of the links by selecting change order and moving up and down each element.

g) Click on apply to save the modifications.


h) Save your report as required or save and close using Finish button.


Publish Report.

17) To make the report available for the end users, you need to associate to the proper responsibility. You can do this by adding the report to a menu associated to the responsibility. The Report Designer will allow you to publish the report into any custom menu (non-Oracle Delivered) in the system as follows:

a) Click on add to menu.

b) Search and select for a custom menu already available in your system.

c) Add the same report to other menus as required.

d) Click on apply to save the modifications.

e) You can create your custom menus and add and organize their content by using Publish Designer. Refer to Publish Designer cookbook.

Review and Approve Report Prototype.

18) After the prototype is finalized, review the report with the end users and perform any additional modifications as required. Once it is approve, implement the report. To implement the report changing to production mode, please refer to Implementing Generated Source Reports cookbook.


Generate Summary Levels.

19) Once the prototype is approved, implement the report and making production by generating all summary levels required to support the report. To do this:

a) Navigate to Performance Management Administrator responsibility and select Generate Database

b) Click on Generate Database

c) Select Process Selected Reports. Click continue


d) Click Add reports to add reports. Search and select the reports

e) The report will be implemented in Materialized Views by default, unless you specify Analytical Workspaces by using Update Implementation type on this page.

f) Click on next. Select to run the process immediately or schedule it for later on.

g) Add any user registered in apps to receive the results of this process as applicable.

h) Click on finish to submit the process.

i) Wait until the summary levels for the report are created by monitoring the request. Click on Monitor Requests to review all Generate Database request submitted on this system.

j) Once the request is complete, the summary levels will be available in the system and you must now locate and feed data in the interface table before you can see data in the report.


Note: you can review the request log file to review if any error happened while creating the summary levels.

Identify Interface Tables and Prepare Information.

20) To locate the interface tables associated to a report, do as follows:

a) Navigate to Generate Database > Objective/Reports

b) Search for the report providing the name with wildcards


c) Click on view columns to see the structure of the interface table and prepare the information required for it.

d) Prepare the information to load in text files or from a data load program (stored procedure, ETL) to load data.


Associate Programs to Load Data.

21) To load data into the reports, you must prepare the input data and loaded manually or using a Data Load Program. To do this:

a) Navigate to Data Loader > Interface Tables

b) Search and select the interface table.

c) To load data manually from a text file, click on Load from file, select the file and click on apply. You must load data manually every time before refreshing the summaries.


d) To load data using a Data Load program, click on update and select and provide the proper Data Load program to be used when loading data into the interface table. This options offers the ability to load new data every time without having to upload data manually every time the refresh summaries process is run.


Refresh Summaries.

22) To refresh the summaries for a report you can do it by interface tables or report:

a) To refresh summaries levels depending of a interface table: Navigate to Data Loader > Interface Tables. Select all the interface tables to be run and submit the refresh summaries

b) To refresh summaries levels for specific reports: Navigate to Data Loader > Reports and submit the refresh summaries

c) Check “Refresh Related Dimension Objects” to refresh the corresponding dimension objects used in the selected interface tables or reports if desired.

d) Schedule the refresh process to run once or periodically and the time for it.

e) Add receipients if required and click on finish.

f) Monitor the Data Loader request for results.


363529-1 Dbi Cookbook AGReport Designer Format

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