Extend daily business intelligence

Extend Daily Business Intelligence

Custom Application 2
Create Custom Menu 3
Create Custom Responsibility 4
Custom Views 6
Dimension View 6
Fact View 6
Create Dimension 7
Create Dimension Objects 9
Create XX Small Business Dimension Object 9
Primary Properties 9
Display Attributes 10
Data Source 11
Create XX Women Owned Dimension Object 12
Primary Attributes 12
Display Attributes13
Data Source 14
Define report 16
Primary Attributes 16
Data Source 16
Define Report Format 20
Publish Report to Menu 24
Create a Drilldown Report 25
Copy Original Report 25
Add Columns 26
Format Detail Report 27
Update Original Report 30
Create KPI 35
Enter the Measure Primary Attributes 35
Additional Attributes 35
Cause and Effect 36
Data Source 36
Create custom Dashboard 38Primary Attributes 38
Define Layout 38
Publish Dashboard 46
Create KPI List 47
Primary Parameters 48

Custom Application

1 (N) Application > Register

2. Enter the following:
Application: XX Custom
Short Name: XXCUST
Basepath: XXCUST_TOP

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Create Custom Menu

1. 1) Create custom DBI menu.

1. a) N: System Administrator > Application > Menu.

2. b) Entervalues:

|Field |Value |
|Menu |XX_CUSTOM_MENU |
|User Menu Name |XX Custom Menu |

1. d) Menu: File > Save.

2. e) Menu: File > Close Form.

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Create Custom Responsibility

1. 1) Create custom DBI responsibility.

1. a) SystemAdministrator: Security > Responsibility > Define

2. 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 |

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1. c) Menu: File > Save.

2. d) Menu: File > Close Form.

1. 2) Add custom responsibility to user.

1. a) N: System Administrator > Security > User > Define.

2. b) Place cursor in User Name field.

3. c) Menu: View > Query by Example > Enter

4. d) In UserName, enter ‘XX Executive’ and Menu: View > Query by Example > Run.

5. e) Place cursor in Responsibility section and (B) Add Record .

6. f) Enter ‘XX CUSTOM DBI’ to Responsibility field.

7. g) Menu: File > Save.

8. 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
wherelookup_type= 'YES_NO'

Fact View

1. 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;

15. Note: cust_dbi_fact_v and cust_dbi_dim_v views were pre-created for the purpose of this demo flow.

Create Dimension

1. 1) Launch Dimension Designer

1. a) Navigation: Daily Business Intelligence...