Posts

Posts

  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown5.0
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, BI Publisher Reports, OTBI, Reporting and Analytics, Sample Reports in Reporting and Analytics for SCM Cloud public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown44.6
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Ansuman Mohapatra
    OTBI Requirement14.0
    Topic posted May 20, 2019 by Ansuman MohapatraGreen Ribbon: 100+ Points, tagged BI Publisher, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    OTBI Requirement
    Summary:
    Setting a Flag By Updating Attribute Column in Invoice Header Table
    Content:

    Hi,

    We designed a report which send notification for cancelled invoices to vendors showing the cancellation reason of the invoice and re-issues new invoices. 

    We  have a parameter for the report where user choose for which invoice they need to send and the parameter LOV shows all cancelled invoices.

    I would like know is there a way we can set a flag for each invoice for which the report is already ran, so that we can use the flag condition to filter out the invoice from the parameter list.

    We are in Cloud Financial SaaS.

    I tried to research, if any means any service can be called post report run to update the one of the attribute column of invoice header to set the flag but no luck.

    Is anyone achieved similar requirement? 

    Thanks

    Ansuman

    Version:
    Oracle Cloud Financials 19A
  • Soumya Parhi
    Conditional Columns based on Parameter14.7
    Topic posted May 16, 2019 by Soumya ParhiGold Trophy: 10,000+ Points, tagged OTBI, Reports, Sample Reports, Tip in Reporting and Analytics for ERP public
    Title:
    Conditional Columns based on Parameter
    Summary:
    Report Layout change based on Parameter
    Content:

    Hi ,

    I am using the "Receivables - Payment Schedules Real Time" subject area I want to have a parameter of Entered Currency / Functional Currency, based on which my report should either show Document Currency, Entered Amount Due Remaining (for Entered Currency) or Ledger Currency, Accounted Amount Due Remaining (for Functional Currency) but not all.

    Thanks,

    Soumya

  • Brian Burns
    OTBI Analysis: Is it possible to add a column that...Answered25.0
    Topic posted May 15, 2019 by Brian BurnsGold Crown: 30,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    OTBI Analysis: Is it possible to add a column that summarizes Invoice Amount by Supplier?
    Summary:
    I'm building an analysis in OTBI and wanted to know if it's possible to have a calculated column that summarizes one of the other columns
    Content:

    I'm building an OTBI Analysis using Payables Invoices - Transactions Real Time and I wanted to know if it's possible to create a calculated column that summarizes the invoice column to show total spend by that vendor for the period of the report.

    For example, I have 3 columns:

    Supplier          Invoice Number       Invoice Amount

     

    I want to have 4 columns

    Supplier         Invoice Number        Invoice Amount        Total Spend by Supplier

     

    There are some summary functions in OTBI but so far they just sum up the total but not by Suppler. I don't seem to be able to "Group By" or get anything to work in the calculated field to do this.

     

    Thank you,

    Brian

  • Praveen Kumar
    How to get and SQL for our own OTBI AnalysisAnswered35.0
    Topic posted May 15, 2019 by Praveen KumarRed Ribbon: 250+ Points, tagged Analyses, BI Publisher, BI Publisher Report Templates, Customizing Reports, Data Models, OBI Answers, OBIEE Answers, OTBI, SQL in General OBIEE public
    Title:
    How to get and SQL for our own OTBI Analysis
    Summary:
    SQL for OTBI Analysis
    Content:

    Hi All,

    How to get and SQL for our own OTBI Analysis.I know we can get this in the advanced tab but there we cannot see the sub query and all.

    Where to get the SQL including sub query.Also help me with the navigation.

    Thanks in Advance.

    Regards,

    Praveen G.

  • Farooq Haider Syed
    How to remove EDIT option from User in Analysis24.0
    Topic posted May 14, 2019 by Farooq Haider SyedBronze Crown: 15,000+ Points, tagged OTBI in Reporting and Analytics for ERP public
    Title:
    How to remove EDIT option from User in Analysis
    Summary:
    How to remove EDIT option from User in Analysis
    Content:

    Hi,

    How to remove EDIT option from User in Analysis.

    Thanks

    Image:
  • Harshavardhan Konathala
    Incentive compensation - Recovery Amounts Dashboard
    Topic posted May 7, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged BI Publisher, BI Publisher Reports, BICS, Business Intelligence, Dashboards, OBIEE Answers, OTBI, Product Development, Reporting and Analytics, Sample Reports, Upgrades in Reporting and Analytics for SCM Cloud public
    Title:
    Incentive compensation - Recovery Amounts Dashboard
    Summary:
    19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject Area
    Content:

    Business Use Case:

    Attainment Ranking & Summary

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    The below dashboard is a sample implementation that shows how the Performance and Earnings Summary Subject area can be used to report metrics related to payment recovery.

    This report is designed for the benefit of an Incentive Compensation Manager and/or an Incentive Compensation Analyst to help them understand the advance amount recovered and also the advance to be recovered based on ITD and PTD calculations so that the payments can be adjusted as required.  Further, the Subject Area has been enhanced to support reporting of comp plan assignment types (Direct/Role-based) and also whether the participant’s incentive has been customized at a comp plan level.

    All these enhancements are available from 19D onwards.

    Quarterly Recovery Amounts by Participant:

    A WAVE view provides info about all the recovery amounts by the participants against the target by Quarter.

    You can move to each quarter by the using slider to move between quarters.

    Period wise Recovery Amounts by Participant:

    A bar chart provides info about all the recovery amounts by the participants against the target by each period. You can move to each quarter by the using slider to move between quarters.

    How to deploy:

    1. Un-archive “Recovery Amounts Dashboard.catalog” files which have all the individual report, dashboard prompt, and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year and Participant Name from the dashboard prompt.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image:
  • Ujas Bhatt
    Due Date Calculation Formula based on Terms Date and Terms...95.0
    Topic posted May 7, 2019 by Ujas BhattBronze Trophy: 5,000+ Points, tagged OBI Answers, OBIEE Answers, OTBI, Reports, Tip in Reporting and Analytics for ERP public
    Title:
    Due Date Calculation Formula based on Terms Date and Terms Name in OTBI Report
    Summary:
    Looking for a formula to derive Due Date based on Terms Date and Terms Name in OTBI Repoert
    Content:

    Hi All,

    I have a requirement to derive Invoice Due Date based on Terms date and terms name.  I am using following subject area which has Terms Date and Terms Name

    OTBI Subject Area :-  [Payable Invoices - Transaction Real Time]

    I want to calculate Invoice Due date based on Terms Date and Terms name on the Payable invoices. Please suggest the formula or custom SQL to achieve this.

    Appreciate your help !!!

    Example:-

    Terms Date  =  05/07/2019 (MM/DD/YYYY)

    Terms Name = Net30  (Or can be Net15, Net60, Net90, Immediate etc,.)

    Result:-  Due Date = 06/06/2019

     

  • Brian Burns
    Does Oracle Fusion Allow a Link to Microsoft Power BI?5.0
    Topic posted May 7, 2019 by Brian BurnsGold Crown: 30,000+ Points, tagged BI Publisher, Fusion Financial reporting, Fusion Procurement reporting, Fusion Project reporting, OBI Answers, OBIEE Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    Does Oracle Fusion Allow a Link to Microsoft Power BI?
    Summary:
    I'm looking to see if Fusion would allow Microsoft Power BI to link to the Servers In Order to Build Reports
    Content:

    My company uses Microsoft Power BI for alot of their other internal reports. Is it possible to create a link from Microsoft Power BI to the Fusion SQL servers to build out reports using that program?

     

    Thank you,

    Brian