BIP Report Development
Pre-requisite: required role
Navigation:
1. Login to fusion instance -> Click on Home icon -> Click on "Tools". Click on Reports and Analytics
2. Click on Browse Catalog
3. Select a location where you want to save file. Click on "New" icon and then "Data Model".
5. Select "SQL Query"
7. Fill mandatory fields mark with '*'
8. Write SQL logic, Press "ok". Parameter syntax: vendor_id = :p_vendor_id
9. Checked parameters
- Name: This name must match with parameter name given in the SQL query.
- Data Type: Data type of the parameter like string, date, integer.
- Default value: The value provided here will be taken as the default value at the time of running report. We can override it when running the report.
- Parameter Type: We have various parameter types like Text, Menu, Date. While choose Menu, LOV must be define and associate with parameter.
- Mandatory: If the check box is checked then the parameter will become mandatory.
- Row Placement: This property is to specify in which row the parameter needs to be displayed.
- Reorder: This helps to reorder the parameters.
- Display Label: Meaningful name of parameter so user will understand.
- Refresh other parameters on change: Dependent parameters will get refreshed if this is checked.
Create Template or Layout:
1. Open Word -> Select BI Publisher -> click on Sample XML
2. Upload xml file.
3. Select Table/Form
4. Drag and drop group and columns
5. Select Style (Table, Form, Free Form) and click ok
6. Layout created. Save with .rtf extension
1. Navigate to New, Click on "Report"
2. Upload Template
3. Select output type and default type as navigated below. Select and Save.
4. Uncheck if report executed manually or Report having Parameters. Click on Property and uncheck Auto Run.
5. Click on View Report to see the output.
6. Report will execute.
7. Output
8. Export output by clicking on Setup icon and select export. You can export output in the format given in list.
