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    Donald Ferreira
    OTBI: Fusion Cloud OTBI standard Report Customization
    Topic posted October 5, 2019 by Donald FerreiraGreen Ribbon: 100+ Points, tagged Analysis, Reporting 
    37 Views, 7 Comments
    Title:
    OTBI: Fusion Cloud OTBI standard Report Customization
    Summary:
    Error customization of standard OTBI report
    Content:

    Hello There,

    We are using Oracle Cloud Application 19C (11.13.19.07.0). In one of the standard OTBI reports, we would like to add 2 columns  (Last_Update_Date and Last_Updated_By of the Receipts) from the available Subject Area in the report. The details are as below

    1. Report Path: Shared Folders -> Financials -> Receivables -> Receivables Balances

    2. Report Name: Reversed Receipts Report

    I made a copy of the reports under Custom folder (same standard folder path as above). I included the 2 columns in both the Subject areas of the report. On execution it gives an error message. 

    Please find attach the snapshot of the actions I have performed for your reference:

    1. Catalog files:

    .    a. Reversed Receipts Report.catalog

         b. Report Components.catalog

         c. Prompts.catalog

    2. CustomerConnectExplanation-Print Screens OTBI.docx

     

    My questions:

    1. What are the steps you need to do when you have to customize a standard OTBI report?

    2. How can I make this report work as per the requirement?

     

    Appreciate your help. Look forward to hearing from you.

     

    Thank you

     

    Regards,

    Donald

     

     

    Version:
    Oracle Cloud Application 19C (11.13.19.07.0)
    Document:

    Comment

     

    • Aman Jain

      Hello Donald,

      This is a union report and in order to modify or add the columns to the union report you will need to make sure that the number 
      and data types of the columns must be the same in all the subject areas.

      So as per your requirement you want to add Last_Update_Date and Last_Updated_By columns to this report so in order to do that 
      you will need to pull these columns from the relevant subject area and pull the columns of the same data type from the other subject area.

      I have created one test report for your reference, please find the attached archive file.

      Hope this helps!

      Let me know in case you need further assistance.

      Best Regards,
      Aman Jain

      • Donald Ferreira

        Thank you Aman for taking the time to provide the guidance.

        I will try to apply and will keep you updated.

        Regards,

        Donald

      • Donald Ferreira

        Hello Aman,

        I had a look at the test catalog file of yours and tried to do the same,but not success.

        I have attached a document with the steps I performed and my questions stated in it. There are a few other OTBI reports similar to this ones which I need to modify as well

        Could you please take a look at the same and advise?

        Many thanks

        Regards,

        Donald

        • Aman Jain

          Hello Donald,

          I have created a detailed document, please go through it.

          Let me know in case you need further information.

          Best Regards,

          Aman Jain

          • Donald Ferreira

            Hello Aman,

            Thank you very much for the document. Something new I learned.

            Created a new OTBI with same Subject Areas, with 3 columns and they worked like you have mentioned in your document. I could see a new column coming up in the 2nd Subject Area.

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

            The Actual OTBI Report

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

            Took a new copy of the original version version

            I followed your document. At the end I added the last updated by column in the Subject Area 1.

            In the 2nd Subject Area, at the end of the layout, after the '...'.column,  I do not see any new columns coming up which would say 'Add Column (Last Updated By) 4th printscreen in your document.

            Therefore, in the 2nd Subject Area, I pulled out manually a  'Char' column and placed it at the end of the layout. It errors out the message “….number of columns and their data types…”

            I go to the Show Results layout, the column Last Updated By is missing

            I have attached the document of the sequence I am following, for your reference.

            Look forward to hearing from you.

             

            Regards,

            Donald

    • Aman Jain

      Hello Donald,

      I have created a detailed document, please go through it.

      Let me know in case you need further information.

      Best Regards,

      Aman Jain

    • Donald Ferreira

      Hello Aman,

      Attached the catalog file for your reference.

      Regards,

      Donald