1. create bip report - cloudcustomerconnect.oracle.com · upload provided reports in following...

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Alexey Shtrakhov Sunday, August 20, 2017 Page 1 of 9 1. CREATE BIP REPORT Login to your BIP Server: https://yourbiserver.com/xmlpserver/servlet/catalog Upload provided reports in following custom folders. NOTE! If these folders do not exists you can create them. If you need to locate these files in some other folders, it is possible, but later provided code will need to be modified. Datamodel “AP Invoice Details datamodel.xdmz “: Shared folders/Custom/Financials/Payables/Datamodels Report “APInvoiceDetails.xdoz “: Shared folders/Custom/Financials/Payables/Reports

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Alexey Shtrakhov Sunday, August 20, 2017 Page 1 of 9

1. CREATE BIP REPORT

Login to your BIP Server: https://yourbiserver.com/xmlpserver/servlet/catalog

Upload provided reports in following custom folders.

NOTE! If these folders do not exists you can create them. If you need to locate these files in some other folders,

it is possible, but later provided code will need to be modified.

Datamodel “AP Invoice Details datamodel.xdmz “: Shared folders/Custom/Financials/Payables/Datamodels

Report “APInvoiceDetails.xdoz “: Shared folders/Custom/Financials/Payables/Reports

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2. Create and Activate Sandbox

Settings and Actions > Administration > Manage Sandboxes.

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3. AP Invoice Form Customization

Navigate to: Payables > Invoices

Open some of the invoices in View Mode. You can do this by selecting some of the invoices from the holds

region

Following screen should open

Select from the upper right hand side User menu: Settings and Actions > Administration > Customize Pages

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Select from the left side top menu: View > Source

Activate Region with tabs and click with the mouse. Accept message by pressing <Edit>

From the bottom of the page extend the “page inspector” area and

1) verify that panelTabbed: above element is selected

2) click “Show Properties”

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In the opened window:

1) Press Add Tab

2) Use up and down arrows to set the position for the new tab

3) Add text for the new tab

4) Press Apply and OK

� New tab should appear in the element

Select View > Design

This is to be able to select recently added tab and enter to the Design mode

Select Add Content

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In the contents form:

1) Select components

2) Press <+Add> for “HTML Markup”

3) Press <Close>

Press <Edit> for the HTML Markup element

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For the Value attribute press dropdown arrow and select <Expression Builder>

Add following code in the Expression Builder field:

----------------------------------------------------------------------------

<iframe

src="https://yourbiserverurl.com/xmlpserver/Custom/Financials/Payables/Reports/APInvoiceDetails.xdo?_xpf=&_xpt=0&_xdo=%2FCustom%2F

Financials%2FPayables%2FReports%2FAPInvoiceDetails.xdo&_xmode=3&_paramsXDO_ESTIMATE_XML_DATA_SIZE=off&_paramsXDO_GEN_S

QL_EXPLAIN_PLAN=off&_paramsXDO_DM_DEBUG_FLAG=off&_paramsP_INVOICE_ID=#{bindings.InvoiceId.inputValue}&_paramsXDO_ESTIM

ATE_XML_DATA_SIZE=off&_paramsXDO_GEN_SQL_EXPLAIN_PLAN=off&_paramsXDO_DM_DEBUG_FLAG=off&_xt=Reports&_xf=analyze&_xan

a=view"

width="100%" height="600"></iframe>

------------------------------------------------------------------------------

Some words about this code:

1) We use iframe to add the BIP report

2) Your BI server Address you can copy when you open your BI

3) You can see from the code that we have 1 binding variable defined, you can define more if needed

4) This link is originally created in BIP by Opening the report and using Share Report Link > No Parameters (see

below image). Then this link was modified for this solution needs

5) NOTE! If you have saved the provided report files in different location or you renamed the provided report

then you will need to get your report link as described in upper point 4.

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After adding the code in the expression builder press <OK>

Press once more again <OK> to confirm

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Congratulations! You have incorporated BIP report to your AP Invoice Form

Press <Close>

You should see following screen

Now lets check with some other invoice by selecting invoice from Invoices screen and you see that invoice data was

dynamically populated

Now after testing you can publish your personalization via Manage Sandboxes