Oracle Fusion BIP Report - How to register custom BIP report as ESS Job

 

Purpose: In this session, we learn how to register custom BIP report as ESS Schedule Process.

Step1: Navigate to Fusion Application > Go to Setting and Actions > Setup and Maintenance

Step2: Select Task > Click on Search

Step3: Search panel enter Manage%Enter%Schedual%Job  > Search > Select "Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications"

Step4: Click on "+" button

Step5: Select Manage Job Definitions tab > 

- Enter Display Name = 'AP Invoice Report'

- Name = 'AP Invoice Report'

- Path = /oracle/apps/ess/custom/

- Description = 'AP Invoice Report'

- Job Application Name = FscmEss

- Job Type = 'BIPJobType'

- Report Id= /Custom/Demo/APInvoiceReport.xdo 

- Allow Multiple Pending Submissions = False

Step6: Navigate to Manage List of Values Sources tab > Click on '+' button

- Application = Payable

- User List of value source name = Invoice_Num

- Description = Invoice_Num

- LOV Type = User Defined

- SQL Query = Select your LOV query which you defined in Data Model LOV

- Click on Save and Close.

Step7: LOV created 

Step8: Navigate to Manage Job Definitions tab > Select bottom side 'AP Invoice Report: Parameter tab' > Click on "+" button

Step9: Enter Parameter details and assign LOV as per attached screenshots > Click on Save and Close

Step10: Now Close Save and Close Job Definition.

Step11: You can see now the ESS Job Created Successfully.

Step12: Navigate to Tools > Click on Schedule Process.

Step13: Search AP%Invoice%Report 

- Now we can able to see the registered report.

Step14: Select Parameter & Submit

Step15: You can see the ESS job Status is Succeeded.

Step16: You can download Report output from the output tab.

Oracle Fusion BIP Report : How to design RTF Template & Assign Template to Data Model & Design a Report

Purpose: In this session, we learn how to design new RTF template and how to attach to the data model 

Step1: Export Data XML file. You can see the XML output as per below image.

Step2: Open Word file and must check that you have pre-installed BI Publisher Add-Ins. If not installed then please install it first.

Step3: Now you have import downloaded XMl file Word. Navigate to BI Publisher Tab > Click on Sample XML > Select downloaded XML file > Click on Open Button.

Step4: Data Imported successfully.

Step5: Now click on Table Wizard > Select Table > Click on Next

Step6: Slect Data Set G_1 > Click on Next

Step7: Select column which you need to display in report layout and darg to right-hand side window using '>' button. Click on Next.

Step8: Click on Finish.

Step9: Now table column automatically populated.

Step10: For the testing report output need to select right-hand side Bi Publisher provided default layout panel and select excel type.

Step11: Testing output generated.

Step12: Now we need to prepare a report by using the Data Model and designed the RTF template. Click on left-hand side graph button and click on Report.

Step13: Click on cancel button which is populated on the screen.

Step14: Select on the search button for the select newly created data model.

Step15: Select the newly created Data Model from browser window. Click on OK.

Step16: Now click on upload button to upload RTF template.

Step17: Enter Template Name, Select RTF template from the browser, Select Layout Type as 'RTF', Select Language as 'English'.

Step18: Click on view list.

Step19: From this window, we can provide multiple types of the output type. like excel, pdf, RTF and HTML etc.

Step20: Save the report and click on view report button to test report.

Step21: Select parameter from LOV and click on Apply. You can able to see the output.

Oracle Fusion BIP Report: How to Create Data Model - LOV - Parameter - Assign LOV to Parameter

Step1: Creating a Data Model

-          Navigate to > BI Catalog > Click on Left-hand side top chart icon > Select Data Model

 

 

-          Click on ‘+’ icon  > SQL Query

 

-          Enter Name  = Data Set Name (i.e TEST)

-          Select Date Source = ApplicationDB_FSCM

-          Select Type of SQL = Standard SQL

 

 

-          Enter SQL Query.

-          For demo purpose, I have added ‘AP Invoice query’ in data set query.

-          Click on OK 

 

-          Navigate to : Data > Click  on View > Select Tree view (Default)

 

 

-          We can see the data in table format as well by selecting Table view

 

 

-          We can export data by click on the Export button (Data will be exported In XML format only)

-          We can save the view data as sample data by click on Save As  Sample Data button. It will help you to design an iterative layout.

 

 

Step2: Create LOV

-          For Create LOV:

-          Navigate to List of Value Tab > Click on ‘+’ icon

-          Enter Name, Select Type as ‘SQL Query’, Select Data Source as ‘ApplicationDB_FSCM’

-          Enter the SQL query based on what you need to prepare LOV.

-          We have added invoice number as LOV so we added Invoice Number query.

-          Save the data.

 

 

Step3: Create Parameter

-          For creating parameter we added bind invoice number variable (i.e p_invoice_number) in where clause of dataset SQL query.

-          Click on OK

 

 

-          Once you click on OK.

-          A System popup message will ask you to add newly added bind variable as a parameter.

-          Click on OK.

 

 

-          Once bind variable selected for creating as a parameter. The system will automatically create a parameter in the parameter tab.

Step4: Assign Newly Created LOV to Parameter

-          Once Parameter and LOV created we need to assign LOV in Parameter for run-time selection on value.

-          Select Parameter Type: Menu

-          Enter Display Label: Which we what to show the parameter label at the time of report execution.

-          List of Values: Select newly created LOV from the list.

-          Number of value to Display in List: Default value is 100

-          Can Select All: By Default Selected (If user not select value from LOV than it will pass all value or Null value as per radio button selection)

-          Null Value passed: By Default Selected Radio Button.

-          Once Parameter level LOv assigned. Navigate to Data tab.

-          Now we can able to see the Invoice Number parameter and attached LOV values.

 

-          Once you pass a specific parameter value and view the data, the system will fetch only specific data with respect to the passed parameter value.