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 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 Attributes......................................................................................................13 Data Source................................................................................................................14 Define report......................................................................................................................16 Primary Attributes .....................................................................................................16 Data Source................................................................................................................16 Define Report Format................................................................................................20 Publish Report to Menu.............................................................................................24 Create KPI..........................................................................................................................25 Enter the Measure Primary Attributes.......................................................................25 Additional Attributes ................................................................................................25 Cause and Effect........................................................................................................26 Data Source................................................................................................................26 Create custom Dashboard..................................................................................................28 Primary Attributes......................................................................................................28 Define Layout............................................................................................................28 Publish Dashboard.....................................................................................................36 Create KPI List .................................................................................................................37 Primary Parameters ...................................................................................................38 Create a Drilldown Report ................................................................................................42

Custom Application
1 (N) Application > Register 2. Enter the following: Application: XX Custom Short Name: XXCUST Basepath: XXCUST_TOP

Create Custom Menu

1 1) Create custom DBI menu. 0 a) N: System Administrator > Application > Menu. 1 b) Enter values: Field Menu User Menu Name 1 d) Menu: File > Save. 2 e) Menu: File > Close Form. Value XX_CUSTOM_MENU XX Custom Menu

Create Custom Responsibility

1 1) Create custom DBI responsibility. 0 a) System Administrator: Security > Responsibility > Define 1 b) Enter the following Value: Field Responsibility Name Application Responsibility Key Available From Data Group Name Data Group Application Menu 1 c) Menu: File > Save. 2 d) Menu: File > Close Form. Value XX CUSTOM DBI XX Custom XX_DBI_CUSTOM_PAGES_REPORTS Oracle Self Service Web Applications Standard Applications BIS XX CUSTOM MENU

1 2) Add custom responsibility to user. 0 a) N: System Administrator > Security > User > Define. 1 b) Place cursor in User Name field. 2 c) Menu: View > Query by Example > Enter 3 d) In User Name, enter XX Executive and Menu: View > Query by Example > Run. 4 e) Place cursor in Responsibility section and (B) Add Record . 5 f) Enter XX CUSTOM DBI to Responsibility field. 6 g) Menu: File > Save. 7 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
1 Create Custom views for your fact and dimension:

2 create view ADS_DBI_FACT_V as 3 select f.approved_date, f.supplier_id, f.creation_operating_unit_id org_id, 4 f.base_uom base_uom, 5 f.po_item_id, 6 f.quantity quantity, 7 f.purchase_amount_b purchase_amt_b, 8 decode(f.quantity,0,0,f.purchase_amount_b/f.qua ntity)avg_price, 9 decode(f.global_cur_conv_rate, 0, f.purchase_amount_b, f.purchase_amount_b) purchase_amt_g, 10 pov.women_owned_flag , 11 pov. Small_business_flag 12 from poa_dbi_pod_f f, 13 po_vendors pov 14 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 0 a) Navigation: Daily Business Intelligence Designer > Performance Measure > Dimension Designer.

1 2) Create New Dimension 0 a) To create a new dimension, click Create button.

1 3) Enter Dimension Properties: 1 a) Enter the following values: 2 Display Name this column is the display name for the dimension. Enter: XX Small Business 3 Internal Name this column is the internal name of the dimension and must be unique. (System Generated) 4 Application this column is the application that the dimension is registered to. Enter: XX Custom

5 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 Object

0 Click Create button.

Primary Properties
2) Enter Primary Properties 1 a) Fill in values for the following: 2 Name this field is the display name of the dimension object 0 Enter: XX Small Business 3 4 Internal Name this field is the display name of the dimension object. 0 (System Generated) 5 6 Application- this field indicates which the application the dimension object belongs to 0 XX Custom

7 b) Fill in Dimensions that contain Dimension Objects. 8 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. 9 ii) Highlight the dimension and click Move button to the Selected Dimensions column. 10

11 c) Click Next to move to next screen.

Display Attributes
3) Display Attributes. 1 a) Accept default values: 2 Dimension Object Enabled enables the dimension object for use. 3 All Enabled allows the field to show ALL. 4 All Label This is the label that will show up for Comparison Graphs available in Balanced Scorecard. 5 View-by Label the label shows up for Comparison Graphs available in Balanced Scorecard. Not used in DBI.

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6 Prototype Value Prefix contains the prototype value. Not used in DBI. 7 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. 8 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 9 Comparison Label Source Not used in DBI 10 Long List of Values Enable the long list of values.

\ 1 b) To move to the next screen, click Next button.

Data Source
4) Set Data Source 1 a) Enter values for the following: 2 Source View/Table - Enter the view or table name that contains the dimension object values. See Prep Instructions for the custom view. 3 Enter: ADS_DBI_DIM_V 4 5 Source View Object Name Reserved for future use. 6 7 Default Value 11

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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.

10 11 Master Dimension Object: Reserved for a future function.

Select Finish

Create XX Women Owned Dimension Object

Primary Attributes
11) Select Create Enter Primary Attributes 1 a) Fill in values for the following: 2 Name this field is the display name of the dimension object 3 Enter: XX Women Owned 4 5 Internal Name this field is the display name of the dimension object. 6 (system generated) 7 8 Application- this field indicates which the application the dimension object belongs to. 9 Enter: XX Custom

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10 11 b) Fill in Dimensions that contain Dimension Objects. 12 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. 13 ii) Highlight the dimension and click Move button to the Selected Dimensions column.

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c) Click Next to move to next screen.

Display Attributes
12) Display Attributes. 11 a) Accept default value for the following: 12 Dimension Object Enabled enables the dimension object for use. 13 All Enabled allows the field to show ALL. Not used in DBI. 14 All Label This is the label that will show up for Comparison Graphs available in Balanced Scorecard. 15 View-by Label the label shows up for Comparison Graphs available in Balanced Scorecard. Not used in DBI. 16 Prototype Value Prefix contains the prototype value. Not used in DBI. 17 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. 18 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 19 Comparison Label Source Not used in DBI 20 Long List of Values Enable the long list of values.

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2 b) To move to the next screen, click Next button.

Data Source
9) Set Data Source 12 a) Enter values for the following: 13 Source View/Table - Enter the view or table name that contains the dimension object values. See Prep Instructions for the custom view. 14 Enter: ADS_DBI_DIM_V 15 16 Source View Object Name Reserved for future use. 17 Default Value 18 o Fixed Value all field to have a default value. 19 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. 20 Master Dimension Object: Reserved for a future function.

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b) Select Finish

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Define report

1 1) Launch Report Designer 0 a) N: Daily business Intelligence Designer > Reporting > Report Designer

2) To create a new report, click Create button.

Primary Attributes
3) Enter Report Attributes 1 a) Fill in the values for the following: 2 Name: Enter: XX Custom Report 3 Internal Name: (System Generated) 4 Application: XX Custom 5 Functional Area: Customer Defined 6 Description: This is a custom report

b) Select Continue

Data Source
4) Choose Data Source 0 Select Existing Data Source radio button to choose a view or a table. 16

5) Choose data source type. 0 Choose either view or table. For this example, choose View. 1 6) Choose data source. 0 a) Next to View Name, (B) Search For View Name. b) In Search by View Name, enter ADS_DBI_FACT_V

c) Select Finished

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1 7) Map column to dimension object. 0 a) Use chart to complete the mappings.

Column Name Column Type Measure/Dim ension Object Mapping Display Label Dimension

PURCHASE_AMT_G SUPPLIER_ID ORG_ID PO_ITEM_ID APPROVED_DATE SMALL_BUSINESS_FLAG WOMEN_OWNED_FLAG

Measure Dimension Object Dimension Object Dimension Object Dimension Object Dimension Object Dimension Object Supplier Operating Units Purchasing Items Day XX Small Business XX Women Owned

Purchasing Amount Supplier Operating Units Purchasing Items Day Small Business Women Owned Supplier Organization Item Time XX Small Business XX Small Business

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1 b) Click Finish button.

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Define Report Format

1 8) Edit Parameter Region. 0 a) To change the parameter region properties, click Edit link on the parameter region.

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1 9) Modify parameter layout. 1 a) Modify Layout 2 i) Use the up and down arrow to change parameter placement. 3 ii) Re-label parameters in the Parameter Label fields. 4 iii) Uncheck Display checkbox to hide parameters. 5 iv) Use Parameter Layout LOV to change the layout. b) Select the View By display check box.

6 b) Save changes 7 i) Click Apply to save changes.

1 10) Add Graph 0 a) (B) New in region below the Parameter region and (B) Edit .

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1 11) Edit Graph 1 a) Enter values for the following: 2 Type: Stacked Bar 2D 3 Title: Purchased Amount 4 Y-Axis Title:

5 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

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16) Select Apply 17) Click Add URL 18) Enter the following Title: Oracle URL: http://www.oracle.com 19) Select Apply

20) Select Apply

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1 21) Save report modifications. 0 a) To save all changes, click Save button. 1 b) Click Finish button. 1 c) Click Add to Menu icon next to the Custom Report.

Publish Report to Menu

1 22) Click flashlight icon to launch pop up search window. 1 23) Search for menu. 0 a) In Menu Name field, enter 00 CUSTOM MENU and (B) Go. 1 b) Click Quick Select to the 00 CUSTOM MENU. 1 24) To save changes, click Apply button. Wait about 5 to 10 min, then navigate to your custom responsibility to view the custom report.

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Create KPI
Responsibility: Daily Business Intelligence Designer (N) Performance Measurement: Measure Designer Select Create

Enter the Measure Primary Attributes

Name: Internal Name: Application: Function Area Description XX Purchase Amount (system defined) XX Custom Customer Defined

Select Next

Additional Attributes

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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 Effect 7. 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_G Detailed Report in Alert PO Purchases

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Ensure that the Enable Detailed Reports in KPI Region

Select Finish to save your work You 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?

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Create custom Dashboard

1 1) Launch Report Designer

0 a) N: Daily business Intelligence Designer > Reporting > Dashboard Designer 1 0 2) Create Dashboard a) Click Create button

Primary Attributes
1 1 3) Enter Dashboard Properties a) Enter the following values: 2 Name : XX Custom Dashboard 3 4 5 Internal Name: (system generated) Application: XX Custom Function Area: Customer Defined

Select Continue

Define Layout
1 0 4) Add Parameters from a report a) Click on the select link in the parameter region.

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5) Choose Report 1 2 3 4 5 6 7 8 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.

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9 1 0 1

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

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1 2 0 1 2 3 4

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:

3 c) To enable the view-by in the parameter region, click the Enable View by in Dashboard radio button. 4 d) Click Finish button.

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1 0

8) Save the Dashboard. a) Click Save button.

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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.

1 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. 1 2 3 a) Use radio button to choose the graph. b) Choose the View By default in the parameter region. c) Click Next button.

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1 1 2 3

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

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c) Click Finish button.

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d) Click Save button. 13) Add New Region Group a) Click New Region Group button.

1 0 1 1 2 3 4 5 6 7 8 9

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.

1 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. 1 2 3 a) Choose the radio button to select the Table region b) Choose the View By default in the parameter region. c) Click Next button.

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1 1 2 3 4 5 6 7 8 1 0 1 0 1 1 0

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 Menu Navigate to the custom responsibility to view the dash board.

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Create KPI List

1 1) Launch Dashboard Designer. 0 a) Navigation: Daily Business Intelligence Designer > Reporting > Dashboard Designer 1 2) Access Dashboard. 0 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. 1 b) Create a new region in the second region group.

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1 0 1 2

3) Create KPI List a) Choose All in Functional Area. b) Choose KPI List in Type LOV. c) Click Create button.

Primary Parameters
1 4) Name KPI List and two KPIs. 1 a) Enter values for the following sections and fields: 2 i) Prototype Properties: 3 Name: XX KPI List display name of the KPI list : XX KPI List 4 Comparison Graph: controls whether the Comparative Performance Graphic is displayed and where it allows peer comparison: None 5 Value Column Heading: allows user to choose the value column heading label: accept default Show Change Column: controls if the Change Column is displayed: No 6 7 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.

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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.

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1 5) Update KPI List and KPI properties. 1 a) Enter values for the following sections and fields: 2 i) KPI List Properties 3 Internal Name: this field is the internal name of the KPI List. 4 Application: <your application> 5 Functional Area:<your functional area> 6 Description: this field is the description of the KPI List. 7 Comparison Dimension: this field is the dimension used to compare across all KPI in the KPI list. 8 ii) Update KPI Properties 9 Click flashlight button to show the list of Performance Measure. 1 1 6) Choose Performance Measure: XX Purchase Amount 7) Choose Link: 00 Custom Report

8) Click Apply button.

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9) Select Finish 10) Navigate to the custom responsibility to view the dashboard 0

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Create 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

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5. Rename the report: 00 Custom Report Drilldown 6. Select Continue 7. Add the following Columns:
Column Name Column Type Measure/Dim ension Object Mapping Display Label Dimension

AVG_PRICE QUANTITY BASE_UOM

Measure Measure

Price Quantity UOM

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8. Select Finish/Apply 9. Delete the graph region: select the delete icon. 10. Edit the parameters:

11. Set the default view by to Purchasing Items

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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

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16. Change the Aggregate Function to Average 17. Select Apply

18. Change the Default Sort Column to: Purchasing Amount 19. Select Apply

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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.

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24. Select the update icon for the Supplier column

25. Select Update on the Supplier line

26. Select the Report radio button

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27. Enter report: 00 Custom Report Drilldown 28. 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

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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 drilldown

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