Oracle Daily Business Intelligence

Release 11i DBI Designer Cookbook Series BIS L (4.0.9) and R12 BIS A (5.0)

Creating a DBI Report Based on a Descriptive Flexfield

Metalink Note: 360950.1 Published in March 2006

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Table of Contents

Introduction ...................................................................................... 3 About this Cookbook ....................................................................... 3 Intended Audience ........................................................................... 3 References ........................................................................................ 3 Disclaimer ......................................................................................... 3 Objective ........................................................................................... 4 DBI Designer Recipe ........................................................................ 4
Section I: Review the Existing Report............................................................................ 5 Section II: Prepare to Create the New Report................................................................. 7 Section III: Create the Views, Dimensions and Reports............................................... 10

Conclusion ...................................................................................... 16 Appendix ......................................................................................... 17

Creating a Data Source View........................................................................................ 17 Creating a Dimension View for a Flexfield.................................................................. 17

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Introduction A cookbook is typically a collection of recipes or instructions that explain how to do something and what is required to accomplish it. About this Cookbook This cookbook is a set of recipes for building a new Report based on a new View, and a Dimension based on an Oracle Application Flexfield. The recipe for this cookbook requires DBI 7.2 and BIS 4.0.9 (11i.BIS.L) Intended Audience DBI Report Builders References
Implementation Guide (Metalink Note: 246548.1) Implementation Guide Supplement (Metalink Note: 352804.1) User Guide (Metalink Note: 246547.1) About Doc (Metalink Note: 352794.1) Create Report Cookbook (Metalink Note: 360949.1)

Disclaimer This document is provided for information purposes only and the contents hereof are subject to change without notice. Oracle does not warrant that this document is error-free, nor does it provide any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. Oracle specifically disclaims any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the prior written permission of Oracle. Copyright 2003 Oracle All rights reserved. Oracle is a registered trademark of Oracle. Various product and service names referenced herein may be trademarks of Oracle. All other product and service names mentioned may be trademarks of their respective owners.

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Objective After reviewing this document, you should be able to access the DBI Designer to complete the following tasks: Create a view based on a flexfield Create a report based on the new view Add the report to a custom responsibility DBI Designer Recipe To begin this case study, go to a test or development instance and run the sample script in the Appendix section. The script will create the OPI_DBI_PGM_DEMO_V and OPI_DBI_VQA_V views, which may be used to modify the Product Gross Margin report. To enable DBI reporting against a flexfield, we will take advantage of the DBI Report Designer to build a DBI report on top of two views. With the DBI Report Designer, you can utilize the data populated in the DBI fact table, bring in required dimension keys, and perform key translation in the view to work with dimension parameters at runtime. To support flexfields, you simply define a new dimension/dimension object on top of the desired flexfield, bring in the flexfield value into the report view, and create the report by using the DBI Report Designer. View: OPI_DBI_PGM_DEMO_V Name ORGANIZATION_ID FULFILLED_VAL_B COGS_VAL_B MARGIN TRANSACTION_DATE TOP_MODEL_ITEM_ID INV_CATEGORY_ID PRODUCT_VQA PRODUCT_VINTAGE View: OPI_DBI_VQA_V Name ID VALUE Null? Type NOT NULL VARCHAR2(150) NOT NULL VARCHAR2(150) Null? Type NUMBER NUMBER NUMBER NUMBER DATE VARCHAR2(81) NUMBER VARCHAR2(240) VARCHAR2(240)

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A Business Need for this Cookbook Scenario: A wine company uses some descriptive flexfields in Inventory Item Setup to capture wine industry specific attributesfor example, product VQA, product vintage. The company wants to report the Product Gross Margin against such attributes.

Report: Product Gross Margin Fact/MV: OPI_PGM_GRP_MV Descriptive Flexfield: Attribute8 on MSI_SYSTEM_ITEMS_B for product VQA

Report Parameter: Day, Inventory Organization, Inventory Category, Inventory Item, Product VQA. Before going through the steps of extending the functionality of the current report, review the report first. Section I: Review the Existing Report 1. Log into Oracle Applications as a user that has the Daily Supply Chain Intelligence responsibility. The navigator with the users responsibility will be displayed. 2. Click on the Daily Supply Chain Intelligence responsibility link.

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3. Select the Product Cost Management Dashboard. 4. Select the Product Gross Margin KPI and the Product Gross Margin report is displayed.

5. Another way of getting to the Product Gross Margin Report is by clicking on the report link for the Product Gross Margin Report.

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5. The Product Gross Margin is displayed.

Section II: Prepare to Create the New Report 1. Determine the finest granularity and data source you wish to obtain: This report will show the product gross margin at the lowest level of inventory, which is by organization-item-date. The data source is from one of the DBI margin materialized view(s): OPI_PGM_GRP_MV. 2. Find the lowest reporting level based on the report. 3. To find the lowest level of the report, locate the report by going to the Daily Business Intelligence Administrator responsibility. a. Under the Documentation section, select View DBI Object Dependencies

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Candidate DBI fact table or materialized view: The data source view should contain data at the finest granularity. A good place to start looking for this information is in the dependency administration of DBI objects, where a list of dependencies is displayedstarting at the report down to the underlying DBI fact table and materialized views. 4. On the View Dependencies page a. Change the Type to Report b. For the Report name, type Product Gross Margin c. Press Go d. The Report and Object Dependencies of the Report are displayed

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For the lowest level of granularity required, the view OPI_PGM_GRP_MV is selected. Create the data source view and add the required dimension key columns/flexfield column. In this report, we will report against one flexfield from the Inventory Item Master for the Product VQA attribute, which is stored in the attribute8 column of the MTL_SYSTEM_ITEMS_B table. Use the SQL statement from the Appendix. The data source view consists of measure columns and dimension key columns. The data source view is the vehicle that supports the required extensibilities, which is not part of the existing data in the DBI fact tablefor example, descriptive flexfields, key flexfields and so forth. The basic idea is to denormalize the required information in the data source view, by joining the candidate DBI fact table or materialized view, with other tables that contain the required information. For example, join to the item master table if a description flexfield on item is required. Such data source view will be used at report runtime to join to the corresponding dimension view, so that the corresponding data can be summarized. The following are a few things to consider when designing a data source view: Identify the table that contains the required information and join it to the table in the view to denormalize it. To support flexfield reporting, the data source view must bring in the values for the desired flexfields.

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Key translation: Join to the necessary dimension/setup tables to bring in required dimension keys. Most of which should be already available in the underlying DBI fact table or materialized views. It is also important to perform dimension key translation in the view to be consistent with the ID column in the corresponding dimensions, which will be joined at report runtime. DBI has many pre-packaged dimensions/dimension objects, which are available via the DBI Report Designer. For any new dimension object a customer desires, a dimension object view needs to be created by following the way other DBI dimension objects are constructednormally having an ID and value as the first 2 columns. In case of flexfield support, for each flexfield, a view should be created. All new dimension objects must be associated with certain dimensions before they can be referred to in the DBI Report Designer. Section III: Create the Views, Dimensions and Reports 1. Create a new dimension/dimension object for the flexfield in the DBI Dimension Designer. Refer to Create Report Cookbook for the steps to create a Dimension/Dimension Object based on the example in the Appendix in this cookbook or any other scenario that is required. 2. Create a new report in the DBI Report Designer. For details, please refer to the recorded demo as well as the DBI Report Designer document (Implementation Guide). Refer to Create Report Cookbook for the steps to create a DBI report. Example 1: For DFF Cookbook Scenario: 1. Log into Oracle Applications as a user that has the DBI Designer responsibility a. Click on the responsibility, the list is displayed

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b. Click on Report Designer and the search page is displayed c. Select the Supply Chain functional area

d. Press Create to create a report. On the Primary Attributes page, change the name of the report to Product Gross Margin Demo1. Then change the internal name to OPI_DBI_PGM_DEMO1.

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e. Change the Application to your custom application and the functional area to Supply Chain. Then press Continue. The page Create Report: Select Data Source is displayed.

f. Select the view from the example in the Appendix, which is the view opi_dbi_pgm_demo_v

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g. After you select the view, select your columns. Please note the Dimension Object, Dimension, and View must be created prior to using the Dimension Object VQA, based on the view opi_dbi_vqa_v in this data source mapping.

h. Click on apply and the report is displayed. Then click on Save and the message <Report Name> has been saved successfully appears.

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i. Click Edit on the parameter region

Within the parameter, make sure that the default View by is Product VQA. Additionally, click on the pencil icon under the Update column. Assure that the display for Day is de-selected. After this is complete, save your changes.

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The following information is provided in detail in the Implementation Guide and examples can be found in the Create Report Cookbook. Go back to the report to edit the table. Then do the following: De-select the box to make Product VQA sortable. De-select the boxes for Grand Total for the column headings. Update Fulfilled Value and change the display type to auto scaling. Press Apply Then do the same for Margin and COGS. Change the default sort value to Fulfilled Value and then press Apply. The default sort value has to be based on a Column heading that is sortable. Make sure that all of the columns are checked so that they are displayed.

Adding a Graph to the Report Go to the report Create a new graph Enter the graph type: Horizontal 2D Dual Axis Enter the Title: Product For the Display Actual, de-select the Fulfilled value and select Margin. Press Apply. Create another graph with type Standard 2D Bar Enter the title: Product Fulfilled Value For the Display Actual, select the Fulfilled Value Press Apply. Then save the report.
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Adding a Report Link Go to the report. Click on Edit. The Related Links page is displayed with the options to add a menu item. Click on the link to add a menu item. Select the Daily Supply Chain responsibility. Search and select the Product Gross Margin report Select Apply. Add the report to the Menu, a custom menu, or the Supply Chain Intelligence menu.

Conclusion After completing the steps in this recipe, you should be able to create a report based on a Descriptive Flexfield (DFF) using the DBI Report Designer.

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Appendix Creating a Data Source View Create a data source view and add the required dimension key columns/flexfield columns In this report, you will report against one flexfield from the Inventory Item Master for the Product VQA attribute. This attribute is stored in the attribute8 column of the MTL_SYSTEM_ITEMS_B table. View Definition: create or replace view opi_dbi_pgm_demo_v as select f.TOP_MODEL_ORG_ID organization_id, f.FULFILLED_VAL_B, f.COGS_VAL_B, f.FULFILLED_VAL_B - f.COGS_VAL_B margin, f.transaction_date, f.TOP_MODEL_ITEM_ID, item.inv_category_id, msi.attribute8 product_VQA, --flexfield msi.attribute9 product_vintage --flexfield from opi_pgm_grp_mv f, mtl_system_items_b msi, eni_oltp_item_star item where substr(f.TOP_MODEL_ITEM_ID, 1, instr(f.TOP_MODEL_ITEM_ID, '-')-1) = msi.inventory_item_id and f.TOP_MODEL_ORG_ID = msi.organization_id and item.inventory_item_id = substr(f.TOP_MODEL_ITEM_ID, 1, instr(f.TOP_MODEL_ITEM_ID, '-')-1) and item.organization_id = f.TOP_MODEL_ORG_ID

Creating a Dimension View for a Flexfield Create or replace view opi_dbi_vqa_v as select flex_value id, flex_value value from fnd_flex_values where flex_value_set_id = 1017043

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