Extend Daily Business Intelligence V1
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Extend Daily Business Intelligence
Extend Daily Business Intelligence 2Custom Application
3Create Custom Menu
4Create Custom Responsibility
6Custom Views
6Dimension View
6Fact View
7Create Dimension
9Create Dimension Objects
9Create Small Business Dimension Object
9Primary Properties
10Display Attributes
11Data Source
12Create XX Women Owned Dimension Object
12Primary Attributes
13Display Attributes
14Data Source
16Define report
16Primary Attributes
16Data Source
20Define Report Format
24Publish Report to Menu
25Create KPI
25Enter the Measure Primary Attributes
25Additional Attributes
26Cause and Effect
26Data Source
28Create custom Dashboard
28Primary Attributes
28Define Layout
36Publish Dashboard
37Create KPI List
38Primary Parameters
42Create a Drilldown Report
Custom Application
1 (N) Application > Register
2. Enter the following:
Application: XX Custom
Short Name: XXCUST
Basepath: XXCUST_TOP
Create Custom Menu
1) Create custom DBI menu.
a) N: System Administrator > Application > Menu.
b) Enter values:
Field Value
Menu XX_CUSTOM_MENU
User Menu Name XX Custom Menu
d) Menu: File > Save.
e) Menu: File > Close Form.
Create Custom Responsibility
1) Create custom DBI responsibility.
a) System Administrator: Security > Responsibility > Define b) Enter the following Value:
Field Value
Responsibility Name XX CUSTOM DBI
Application XX Custom
Responsibility Key XX_DBI_CUSTOM_PAGES_REPORTS
Available From Oracle Self Service Web Applications
Data Group Name Standard
Data Group - Application Applications BIS
Menu XX CUSTOM MENU
c) Menu: File > Save.
d) Menu: File > Close Form.
2) Add custom responsibility to user.
a) N: System Administrator > Security > User > Define.
b) Place cursor in User Name field.
c) Menu: View > Query by Example > Enter
d) In User Name, enter XX Executive and Menu: View > Query by Example > Run.
e) Place cursor in Responsibility section and (B) Add Record .
f) Enter XX CUSTOM DBI to Responsibility field.
g) Menu: File > Save.
h) Menu: File > Close Form
Custom Views
Dimension View
create view ADS_DBI_DIM_V as
select lookup_code ID, meaning VALUE
from fnd_lookups
where lookup_type= 'YES_NO'Fact View
Create Custom views for your fact and dimension:
create view ADS_DBI_FACT_V as
select f.approved_date, f.supplier_id, f.creation_operating_unit_id org_id,
f.base_uom base_uom,
f.po_item_id,
f.quantity quantity,
f.purchase_amount_b purchase_amt_b,
decode(f.quantity,0,0,f.purchase_amount_b/f.quantity)avg_price,
decode(f.global_cur_conv_rate, 0, f.purchase_amount_b, f.purchase_amount_b) purchase_amt_g,
pov.women_owned_flag ,pov. Small_business_flag
from poa_dbi_pod_f f, po_vendors pov
where f.supplier_id=pov.vendor_id;
Note: cust_dbi_fact_v and cust_dbi_dim_v views were pre-created for the purpose of this demo flow.
Create Dimension
1) Launch Dimension Designer
a) Navigation: Daily Business Intelligence Designer > Performance Measure > Dimension Designer.
2) Create New Dimension
a) To create a new dimension, click Create button.
3) Enter Dimension Properties:
a) Enter the following values:
Display Name this column is the display name for the dimension. Enter: XX Small Business
Internal Name this column is the internal name of the dimension and must be unique. (System Generated)
Application this column is the application that the dimension is registered to. Enter: XX Custom
b) To save the dimension, click Apply button.
Create Dimension Objects 1) Navigation: Daily Business Intelligence Designer > Performance Measure > Dimension Designer> Dimension Objects
Create Small Business Dimension ObjectClick Create button.
Primary Properties2) Enter Primary Properties
a) Fill in values for the following:
Name this field is the display name of the dimension object Enter: XX Small BusinessInternal Name this field is the display name of the dimension object. (System Generated)Application- this field indicates which the application the dimension object belongs to XX Customb) Fill in Dimensions that contain Dimension Objects.
i) In Available Dimensions field, enter XX Small Bus% or the name of the dimension built in the Create Dimensions section and click Go button.
ii) Highlight the dimension and click Move button to the Selected Dimensions column.
c) Click Next to move to next screen.
Display Attributes
3) Display Attributes. a) Accept default values:
Dimension Object Enabled enables the dimension object for use.
All Enabled allows the field to show ALL.
All Label This is the label that will show up for Comparison Graphs available in Balanced Scorecard.
View-by Label the label shows up for Comparison Graphs available in Balanced Scorecard. Not used in DBI.
Prototype Value Prefix contains the prototype value. Not used in DBI.
Dimension Object Values Order Indicates the order in which the values will be displayed in the drop down. Choose one from alphabetically, user code or system code. Not used in DBI.
Comparison Order Indicates the order in which the KPI values will appear in the graph and table when Comparison or view by is selected. Choose one from Ascending, Descending or same order as in drop down. Not used in DBI
Comparison Label Source Not used in DBI
Long List of Values Enable the long list of values.
\b) To move to the next screen, click Next button.
Data Source
4) Set Data Source
a) Enter values for the following:
Source View/Table - Enter the view or table name that contains the dimension object values. See Prep Instructions for the custom view. Enter: ADS_DBI_DIM_VSource View Object Name Reserved for future use.
Default Value
o Fixed Value all field to have a default value.
o PL/SQL Function. SQL function to get the default value of the dimension object. If selected, you must enter a valid PL/SQL Function.
Master Dimension Object: Reserved for a future function.
Select Finish
Create XX Women Owned Dimension Object Primary Attributes
11) Select Create Enter Primary Attributes
a) Fill in values for the following:
Name this field is the display name of the dimension object Enter: XX Women OwnedInternal Name this field is the display name of the dimension object. (system generated)Application- this field indicates which the application the dimension object belongs to. Enter: XX Customb) Fill in Dimensions that contain Dimension Objects.
i) In Available Dimensions field, enter XX Small Bus% or the name of the dimension built in the Create Dimensions section and click Go button.
ii) Highlight the dimension and click Move button to the Selected Dimensions column. c) Click Next to move to next screen.
Display Attributes
12) Display Attributes.
a) Accept default value for the following:
Dimension Object Enabled enables the dimension object for use.
All Enabled allows the field to show ALL. Not used in DBI.
All Label This is the label that will show up for Comparison Graphs available in Balanced Scorecard.
View-by Label the label shows up for Comparison Graphs available in Balanced Scorecard. Not used in DBI.
Prototype Value Prefix contains the prototype value. Not used in DBI.
Dimension Object Values Order Indicates the order in which the values will be displayed in the drop down. Choose one from alphabetically, user code or system code. Not used in DBI.
Comparison Order Indicates the order in which the KPI values will appear in the graph and table when Comparison or view by is selected. Choose one from Ascending, Descending or same order as in drop down. Not used in DBI
Comparison Label Source Not used in DBI
Long List of Values Enable the long list of values.
b) To move to the next screen, click Next button.
Data Source
9) Set Data Source
a) Enter values for the following:
Source View/Table - Enter the view or table name that contains the dimension object values. See Prep Instructions for the custom view. Enter: ADS_DBI_DIM_VSource View Object Name Reserved for future use.
Default Value
o Fixed Value all field to have a default value.
o PL/SQL Function. SQL function to get the default value of the dimension object. If selected, you must enter a valid PL/SQL Function.
Master Dimension Object: Reserved for a future function.
b) Select Finish
Define report
1) Launch Report Designer
a) N: Daily business Intelligence Designer > Reporting > Report Designer 2) To create a new report, click Create button.
Primary Attributes 3) Enter Report Attributes
a) Fill in the values for the following:
Name: Enter: XX Custom ReportInternal Name: (System Generated)
Application: XX Custom
Functional Area: Customer Defined
Description: This is a custom report
b) Select Continue Data Source
4) Choose Data Source
Select Existing Data Source radio button to choose a view or a table.
5) Choose data source type.
Choose either view or table. For this example, choose View.
6) Choose data source.
a) Next to View Name, (B) Search For View Name.
b) In Search by View Name, enter ADS_DBI_FACT_V
c) Select Finished
7) Map column to dimension object.
a) Use chart to complete the mappings.
Column Name Column Type Measure/Dimension Object Mapping Display Label Dimension
PURCHASE_AMT_G Measure Purchasing Amount
SUPPLIER_ID Dimension Object SupplierSupplier Supplier
ORG_ID Dimension Object Operating UnitsOperating Units Organization
PO_ITEM_ID Dimension Object Purchasing ItemsPurchasing Items Item
APPROVED_DATE Dimension Object DayDay Time
SMALL_BUSINESS_FLAG Dimension Object XX Small BusinessSmall Business XX Small Business
WOMEN_OWNED_FLAG Dimension Object XX Women OwnedWomen Owned XX Small Business
b) Click Finish button.
Define Report Format8) Edit Parameter Region.
a) To change the parameter region properties, click Edit link on the parameter region.
9) Modify parameter layout.
a) Modify Layout
i) Use the up and down arrow to change parameter placement.
ii) Re-label parameters in the Parameter Label fields.
iii) Uncheck Display checkbox to hide parameters.
iv) Use Parameter Layout LOV to change the layout. b) Select the View By display check box.
b) Save changes
i) Click Apply to save changes.
10) Add Graph
a) (B) New in region below the Parameter region and (B) Edit .
11) Edit Graph
a) Enter values for the following:
Type: Stacked Bar 2DTitle: Purchased AmountY-Axis Title:
b) To save changes, click Apply button.
12) Add a link to the report by clicking the Edit in the third region on the report. Note that this region is blank. This s because links are optional for reports
13) Click the Add Menu Item button.14) Select the Daily Payables Intelligence responsibility. Select Go
15) Select Invoice Activity report
16) Select Apply17) Click Add URL
18) Enter the following
Title: Oracle
URL: http://www.oracle.com
19) Select Apply
20) Select Apply
21) Save report modifications.
a) To save all changes, click Save button. b) Click Finish button.
c) Click Add to Menu icon next to the Custom Report.
Publish Report to Menu
22) Click flashlight icon to launch pop up search window.
23) Search for menu.
a) In Menu Name field, enter 00 CUSTOM MENU and (B) Go.
b) Click Quick Select to the 00 CUSTOM MENU.
24) To save changes, click Apply button.
Wait about 5 to 10 min, then navigate to your custom responsibility to view the custom report.
Create KPIResponsibility: Daily Business Intelligence Designer
(N) Performance Measurement: Measure Designer
Select Create
Enter the Measure Primary Attributes
Name:
XX Purchase Amount
Internal Name:(system defined)
Application:
XX Custom
Function Area
Customer Defined
Description
Select Next
Additional Attributes
Accept the defaults
Activity/Balance: Select the type of measure, either activity or balance. Activity measures consider all the data in a given period, while balance measures consider only the last data in a given period for computation purposes.
Aggregation Method: Select the method for aggregating data: SUM, AVG, MIN, or MAX.
Unit of Measure: Enter a unit of measure for the measure, such as dollars, units, or people.
Measure Improvement: Select the method for determining when the measure is improving. You can choose to show improvement if the measure increases or if the measure decreases. For example, increased Revenue is an improvement; however, a decrease in Service Backlog is considered an improvement.
Prototyping: Set the prototype method and data ranges for the measure. Prototype data enables you to test and demonstrate measures before publishing them.
6. Click Next.
Cause and Effect7. The Cause and Effect feature is reserved for future use. Select Next.
Data Source
8. Define a data source for the measure. Enter the following information:
Data Source: XX Custom Report
Source Column Name:
PURCHASE_AMT_GDetailed Report in Alert
PO Purchases Ensure that the Enable Detailed Reports in KPI Region
Select Finish to save your workYou may receive a message you are about to change the Primary Data Source for this measure, therefore the following report objects will be modified.
Select Yes to continue?
Create custom Dashboard1) Launch Report Designer
a) N: Daily business Intelligence Designer > Reporting > Dashboard Designer
2) Create Dashboard
a) Click Create button
Primary Attributes3) Enter Dashboard Properties
a) Enter the following values:
Name : XX Custom DashboardInternal Name: (system generated)Application: XX CustomFunction Area: Customer DefinedSelect Continue
Define Layout
4) Add Parameters from a report
a) Click on the select link in the parameter region.
5) Choose Report
a) Search for Report
i) Enter the following fields
(1) Name: XX Custom Report(2) Functional Area: Customer Defined(3) Type: Report
ii) Click Go button.
b) Choose Report
i) Use radio button to choose the report.
c) Click Next button.
6) Choose the parameter region.
a) Use radio to select the parameter region of the report.
b) Click Next button.
7) Register Parameter Region
a) Click Register as new radio button (Recommended).
b) Use default values or enter region properties:
i) Name: 00 Custom Report
ii) Internal Name: (system generated) iii) Application XX Custom
iv) Functional Area: Customer Defined v) Description:
c) To enable the view-by in the parameter region, click the Enable View by in Dashboard radio button.
d) Click Finish button.
8) Save the Dashboard.
a) Click Save button.
9) Add Graph
a) Click Select link in the region.
10) Choose Report
a) Search for Report
i) Enter the following fields
(1) Name Report Display Name
(2) Functional Area Functional area of the report
(3) Type Enter Report.
ii) Click Go button.
b) Choose Report
i) Use radio button to choose the report.
ii) Click Next button.
11) Choose Graph
Note: In the graph, default View By value is shown in the parameter region and will be used as the default when added to the dashboard. The default View By can be changed in the parameter region, then click the Next button.
a) Use radio button to choose the graph.
b) Choose the View By default in the parameter region.
c) Click Next button.
12) Register new graph region.
a) Click Register as new radio button (Recommended).
b) Use default values or enter region properties:
i) Name this is the display name
c) Click Finish button.
d) Click Save button.
13) Add New Region Group
a) Click New Region Group button.
14) Added New Region Group
a) Click select on new region.
15) Choose the Report
a) Search for Report
i) Enter the following fields
(1) Name Report Display Name
(2) Functional Area Functional area of the report
(3) Type Enter Report.
ii) Click Go button.
b) Choose Report
i) Use radio button to choose the report.
ii) Click Next button.
16) Choose Table
Note: In the table, default View By value is shown in the parameter region and will be used as the default when added to the dashboard. The default View By can be changed in the parameter region, then click the Next button.
a) Choose the radio button to select the Table region
b) Choose the View By default in the parameter region.
c) Click Next button.
17) Register Table Region.
a) Click Register as new radio button (Recommended).
b) Use default values or enter region properties:
i) Name this is the display name
ii) Internal Name this is the internal name of the parameter region.
iii) Application this is the application the region belongs.
iv) Functional Area this is the functional area the region belongs
v) Description this is the description of the region.
c) Click Finish button.
18) Save Changes.
a) Click Save.
19) Delete Regions.
a) Click the trashcan icon on unwanted regions.
b) Click Save button.
20) Complete the dashboard.
a) Click Finish button.
Publish Dashboard
21) Add the Dashboard to the XX Custom MenuNavigate to the custom responsibility to view the dash board.
Create KPI List
1) Launch Dashboard Designer.
a) Navigation: Daily Business Intelligence Designer > Reporting > Dashboard Designer
2) Access Dashboard.
a) To open an existing dashboard, enter the dashboard name in name file and choose the functional area, then click Go button. Select the update icon for your dashboard. b) Create a new region in the second region group.
3) Create KPI List
a) Choose All in Functional Area.
b) Choose KPI List in Type LOV.
c) Click Create button.
Primary Parameters
4) Name KPI List and two KPIs.
a) Enter values for the following sections and fields:
i) Prototype Properties:
Name: XX KPI List display name of the KPI list : XX KPI List
Comparison Graph: controls whether the Comparative Performance Graphic is displayed and where it allows peer comparison: None
Value Column Heading: allows user to choose the value column heading label: accept defaultShow Change Column: controls if the Change Column is displayed: No
ii) KPI List:
KPI: this field displays KPI label in the row of the KPI region. Note: once the KPI is saved it cannot be changed. : XX KPI Measure Drilldown URL: this URL imbedded in the KPI label.
Prototype Value: the value to be displayed on the prototype.
Prototype Change: the change value to be displayed on the prototype.
Increase: this field tells the system if the increase is good or bad. Only works in prototype mode.
Format: this field tells the number formatting. Applies to KPI and defined in the KPI.
Comparative Performance: this field allows user to choose the comparison based on actual or the change value.
b) Select the KPI Click Implementation Properties button.
5) Update KPI List and KPI properties.
a) Enter values for the following sections and fields:
i) KPI List Properties
Internal Name: this field is the internal name of the KPI List.
Application:
Functional Area:
Description: this field is the description of the KPI List.
Comparison Dimension: this field is the dimension used to compare across all KPI in the KPI list.
ii) Update KPI Properties
Click flashlight button to show the list of Performance Measure.
6) Choose Performance Measure: XX Purchase Amount7) Choose Link: 00 Custom Report
8) Click Apply button.
9) Select Finish 10) Navigate to the custom responsibility to view the dashboardCreate a Drilldown Report 1. Navigate: Daily Business Intelligence Designer > Reporting > Report Designer
2. Search for predefined custom report
3. Select Go
4. Select Duplicate icon
5. Rename the report: 00 Custom Report Drilldown
6. Select Continue
7. Add the following Columns:
Column Name Column Type Measure/Dimension Object Mapping Display Label Dimension
AVG_PRICEMeasure Price
QUANTITYMeasureQuantity
BASE_UOMUOM
8. Select Finish/Apply9. Delete the graph region: select the delete icon.
10. Edit the parameters:
11. Set the default view by to Purchasing Items
12. Select Apply
13. Edit the table region
Select edit for the table region
14. Unselect the Grand Total box for the Price column
15. Select the update icon for the Price column
16. Change the Aggregate Function to Average
17. Select Apply
18. Change the Default Sort Column to: Purchasing Amount
19. Select Apply
20. Select Finish
21. Publish the report to the custom menu
(Note in order the drill to a report the report must be published to the menu)
22. Update the original report
23. Select Edit in the table region.
24. Select the update icon for the Supplier column
25. Select Update on the Supplier line
26. Select the Report radio button
27. Enter report: 00 Custom Report Drilldown28. Default View By: Purchasing Items
29. Select Apply
30. Select update on the purchasing items line
31. Select Report radio button
32. Enter report: 00 Custom Report Drilldown
33. Default View By: Supplier
34. Select Apply
35. Set the Default Sort Column to Purchasing Amount
36. Select Apply
37. Select Finish
Navigate to the custom report or dashboard to drilldownPAGE 44