oracle d2k reports
TRANSCRIPT
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Oracle Applications 11i Reports
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Topics
Reporting Tools Reporting Tools for Oracle Applications Oracle application with Reports 6i Character/Bitmapped Reports Building a Report Report Registration Process in OA Usage of User Exits
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Reporting Tools
Many organizations struggle with the question – What is the best applications reporting solution for its requirements?
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Reporting Tools
Decision Making
Type of Reporting tool, Which satisfies the Reporting Needs of organization.
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Reporting Tools
Following Points influence in Decision Making:
Different User communities with potentially Different Information accessing the same Information Source.
The version of Oracle Applications. Expertise in User Community. Level of Technical Support.
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Reporting Tool Selection Plan
Reporting Tools
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Reporting Tools
Understanding the User Audience
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Reporting Tools
Determine Appropriate Tool Category.
Ensure that the selection process (mentioned in the previous slides) does not overlook business requirements that are not met by reports 6i, XML Publisher, BIS and discoverer.
Oracle Reporting Tools (Major).
Oracle Reports. Oracle XML Publisher Oracle Discoverer. Oracle’s business intelligence suite (BIS).
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Scope
Oracle Reports 6i
The Scope of this presentation is
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Reporting Tools for 11i
Oracle Reports6i
Oracle reports is an enterprise reporting tool that allows organizations to build and publish high quality, dynamically generated reports.
Most often reporting consists of multiple queries within a single report that may span across several functional areas.
Oracle reports fits into this reporting category where reporting tends to answer questions like daily sales, current available inventory against today’s sales reservations etc.
These are real-time reports accessing the production database directly.
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Reports 6i
Character Mode ReportsCharacter mode reports run faster. Following are the Pre requisites for designing a report in character mode
Set the Reports Design in Character Units property to ‘yes’
Set the report width and report height For Landscape 132 or 180 as width and 66 as
heightFor Portrait 102 as width and 85 or 116 as height
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Oracle Apps11i With Report 6i
In the properties of the mode system parameter set the initial value field to character.
In the layout editor’s view menu: switch grid snap on, and in options ~ ruler settings set the number of snap points per grid spacing to one.
Don’t use objects that are not consistent with character mode output e.g. images, colors , drawings, italics, ellipses, diagonal lines, drill down buttons, multimedia etc.
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Oracle Apps11i With Report 6i
Bitmap Reports
Bitmap reports are used for generating either PCL or Postscript type Reports.
These reports use different fonts or incorporate graphics images into a report.
We can also build reports of type PDF, but these are set up differently and are not bitmap reports.
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Oracle Apps11i With Report 6i
Following are the Pre requisites for designing a report in Bitmap mode
Go to reports designer, under data model, open up the system parameters, right click on DESTYPE and select properties, enter printer as the initial value and click OK.
Right click on MODE and select properties enter BITMAP as the initial value and click OK.
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Oracle Apps11i With Report 6i
Character Mode Bitmap Mode
Output uses Fixed Font Output uses Proportional Fonts.
Font type, size, or style does not hold any meaning.
Font type, size, or style does hold meaning
Object gets mapped exactly to a set of character-cells without any overlapping
Objects gets mapped with overlapping.
Differences Between Character and Bitmap Report
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ReportQuery
PL/SQL LibraryTemplate
SELECT...
FROM...
Report Builder Modules
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Data & Layout
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Report Level Objects
ParameterForm
DataModel
LayoutModel
Properties TriggersPL/SQLprogram
units
Report
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DataModel
QueriesDatalinks
Groups
ParametersColumns
Columns
Data Model Objects
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Layout Model Objects
Frames BoilerplateRepeating
framesFields
OLE2
LayoutModel
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Parameter Form Objects
ParameterForm
Fields Boilerplate
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Report File Types
Type
.rdf
.
Description
Full report definition
(includes source code and comments)
Modifiable through Builder
Binary, executable
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Tabular Report
Employee List
Emp No Name Salary
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Master Detail Report
Department Name
Emp Name Salary
Department Name
Department Details
Emp Name Salary
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Matrix Report
Job Title
Dept No
Department Salaries
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Creating a Tabular Report
• Wizard Pages
• Report Style
• Query Type
• Data Query
• Fields
• Totals
• Labels
• Template
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Query Builder
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Building a Query
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Additional Default Layout
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Selecting Fields to Display
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Summaries and Labels
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Select a Report Template
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View the Report Output
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Saving the Report
Abc.rdf xyz.rdf
File Save As
File—>Save
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Live Previewer
1 2
3
4
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Data Model
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Group Hierarchy
1
2
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Using Data Links
Deptno Dname
10 ACCOUNTING
20 RESEARCH
JONES
SCOTT
20
20
Ename Deptno
Dept.deptno=Emp.deptno
Dept
Emp
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Creating a Column-to-Column Link
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Create a Column
What type of value? Choose the correct column tool
What frequency? Create in a group or at report level
CP_1
CP_1
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Data Model Columns
1
2
43
5
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Summary Column
Specific properties: Function Source Reset At
Datatype depends on Source Datatype
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Formula Column
Performs a user-defined computation Executes a PL/SQL function Must return a value Can be Character, Number, or Date Returned value must match datatype
function CF_Total_salFormula return Number isbegin return(:sal+nvl(:comm,0));end;
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Placeholder Column
An empty container at design time
Populated by another object at run time Before Report trigger Formula column at report
level Formula column in same
group or below placeholder
CP_1
CF_1
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Populating Placeholder Column
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User Parameters
Restrict values in a WHERE clauseSELECT EMPNO,ENAME,JOB
FROM EMP
WHERE DEPTNO = <a value>
Substitute any part of a SELECT statement
SELECT EMPNO,ENAME,JOB
FROM EMP
<a where clause>
Substitute a single column or expression
SELECT
FROM EMP
<a column/expression>
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Creating a User Parameter
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Referencing Parameters
In Report Query Bind reference replaces a value:
:parameter_name Parameter object may be created by default
Lexical reference replaces a clause: ¶meter_name Parameter object may be created by default
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Using Bind References
SELECT empno, ename,job
FROM emp
WHERE deptno = :dept_id
Restrict values in a WHERE clause
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Using Lexical References
Use to Substitute any part of the query
SELECT empno,ename,jobFROM emp&P_WHERE_CONDITION&P_ORDER_BY
Note: Ensure that the number of values and datatypes match at runtime
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Layout Model - Different Sections of Report
Main section
Page 1 of 1
EmployeesReport
Header section
End of report Trailer section
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Layout Objects
The tool palette contains: Standard GUI drawing tools Frame, repeating frame, field objects Other layout objects
Drawing Tools
Text
Repeating FrameLink File
ButtonOLE2 object
Frame
FieldChart
Anchor
Additional Default Layout
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Layout Object Properties
Objects with common properties: Frames Repeating Frames Fields Boilerplate Objects
Some common properties affect: Sizing Pagination Frequency of display
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Sizing Objects
Elasticity
Layout icons
Vertical Horizontal
fixed
expand
contract
variable
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Print Frequency
Print Object On = All Pages Base Printing On = Enclosing Object
Employee Report Employee Report
-1-
Employee Report
-2-
Employee Report
-3-
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PL/SQL Triggers in Reports
• Describe the different types of triggers• Describe sample uses of triggers• Write and reference common code• Create a PL/SQL library
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Types of Triggers in Reports
Report Level:
Five triggers Report Triggers node in Object Navigator
Layout:
Format trigger on most objects
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Trigger Code
TrueFalse
CharacterNumber
Date
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Before Parameter Form
After Parameter Form
Before Report Between pages After Report
Sequence of Firing
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Using Report Triggers
After Parameter Form Example : Build Dynamic Where Clause
SELECT empno,ename,job,sal,deptnoFROM emp&P_WHERE_CLAUSE
function AfterPForm return boolean isbegin IF :p_dept_id is null then :p_where_clause:=''; ELSE :p_where_clause:='where deptno=:p_dept_id'; END IF; return (TRUE);end;
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Using Layout Triggers
Format triggers: Exist on most layout objects Can suppress an entire layout section (master group
frame): No records fetched Can suppress the display of individual records (repeating
frame): All records fetched
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Writing Common Code
At Report level: Object Navigator, Program Units Menu: Program—>PL/SQL Editor
In a library: Object Navigator, PL/SQL Library File—>New: Create new library File—>Open: Add to existing library Attach library to report
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Report Builder Built-in Package
• Describe the package contents• Output messages at run time• Execute a drill-down report• Create and populate temporary tables• Modify visual attributes dynamically
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SRW Package
Standard Report Writer Package A collection of PL/SQL constructs that contains many
functions, procedures, and exceptions You can reference in any of your libraries or reports.
Note: You cannot reference constructs in the SRW package from another product, e.g., from SQL*Plus.
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Contents of SRW Package
SRW.SET_BOOKMARK
SRW.SET_ATTR
SRW.DO_SQL
SRW.RUN_REPORT
SRW.REFERENCE
SRW.SET_MAXROW
SRW.MESSAGE
SRW.PROGRAM_ABORT
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Displaying Messages
Warning
WHEN <exception> THEN SRW.MESSAGE(999, 'Warning: An error occurred in report');
Error
WHEN <exception> THEN SRW.MESSAGE(999, 'Error: Table creating failed.’);
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Performing SQL Statements
Example
SRW.DO_SQL('CREATE TABLE LOG_TABLE(USER_NAME VARCHAR2(40), DATE_EXEC VARCHAR2(11)' );
SRW.DO_SQL('INSERT INTO LOG_TABLE(USER_NAME,DATE_EXEC) VALUES(:P_USER_NAME,sysdate)');
SRW.DO_SQL_FAILURE
Exception
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Oracle reports provides a suite of PL/SQL procedures in the SRW package. The user_exit procedure in this package allows you to call user exits (pro C routines) and oracle apps reports use quite a lot of these calls. The user exits available in oracle reports are:
—FND SRWINIT—FND SRWEXIT—FND FLEXIDVAL—FND GETPROFILE & FND PUTPROFILE.—FND calculate.—FND FORMAT_CURRENCY
Usage of User Exits
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FND SRWINIT
Sets your profile option values and allows oracle application object library user Exits to detect that they have been called by a oracle reports program.
You always call FND SRWINIT from the before report trigger as follows:
SRW.User_exit('FND SRWINIT');
This user exit is important, where, in a multi-org environment to ensure your report displays data from the user’s organization.
Usage of User Exits
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FND SRWEXIT
Ensures that all the memory allocated for application object library user exits has been freed. Up properly.
You always call FND SRWEXIT from the after report trigger as follows:
SRW.USER_EXIT('FND SRWEXIT');
Usage of User Exits
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FND GETPROFILE & FND PUTPROFILE.
These user exits let you retrieve and change the value of a profile option.
FND calculate.
Use this routine to calculate the result of an unlimited number of operands and operators.
Usage of User Exits
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FND FLEXSQL
This user exit can be called to create a SQL fragment.
Used by the report to tailor the SELECT statement that retrieves flexfield values.
This fragment allows you to SELECT flexfield values or to create a WHERE, ORDER BY, GROUP BY or HAVING clause to limit or sort the flexfield values returned by your SELECT statement.
The flexfield columns defined in the report should be of data type CHARACTER even though the table may use NUMBER / DATE.
Usage of User Exits
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FND FLEXIDVAL This user exit is called to populate fields for display. Pass the
key flexfield data retrieved by the query into this user exit from the formula column and the display values and descriptions and prompts by passing appropriate token.
FND format_currency
This user exit formats the currency amount dynamically depending upon:The precision of the actual currency value.The user's positive and negative format profile optionsThe location (country) of the site : The location of the site
determines the thousands separator and radix to use when displaying currency values.
Usage of User Exits
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Ensure you have required parameters.Ensure that the following parameters are defined using the oracle reports parameter screen, these will be used in the user exit calls and SQL statements.
P_CONC_REQUEST_ID.You always create this lexical parameter. "FND SRWINIT" uses this parameter to retrieve information about this concurrent request.
P_MIN_PRECISION.You reference this lexical parameter in your FND FORMAT_CURRENCY user exit call.
P_FLEXDATA Character 600-6000
P_STRUCT_NUM Character15 Initial value = 101
Usage of User Exits
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Report Registration Process in OA
Report Deployment.
Typically the report will be developed on a PC, so when it is ready to test in the oracle applications environment, you must:
Upload your .rdf file to the server box, ensure file is uploaded properly. If the .rdf is not properly not uploaded the report will fail with a signal 10 error.Place the .rdf file it in the correct directory.
Each product (eg. GL, AP etc) will have a directory structure and you will need to place the report in the report sub-directory of the appropriate product. Typically the directory structures will have names like ONT_TOP and are relatively easy to identify. You should always place your custom reports in “mod” directories.Ensure your report has the appropriate file permission’s which allow the oracle concurrent manager to execute it (using chmod etc).
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Register your report within oracle applicationsNavigate to application developer responsibility after logging in to Oracle Applications
Report Registration Process in OA
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Concurrent executable
Report Registration Process in OA
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Identify the report to the AOL layer.The execution file name is the operating system file name
(without the extension) The application field tells the AOL layer where to look for
this file.
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Concurrent Program
Report Registration Process in OA
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This step sets up the report so it can be submitted by the concurrent manager, identifying parameters which must be passed etc. The Executable Name field is the link to the previous step. The Program name field and Description will appear in the List of Values users see, so they should be functionally descriptive.
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Request Section MLS Function
The Multilingual Concurrent Request feature allows a user to submit a request once to be run multiple times, each time in a different language. If this program utilizes this feature the MLS function determines which installed languages are needed for the request.
Use in SRS Run Alone Enable Trace Allow disabled values Restart on system failure
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Output Section Format Save Print Columns Rows Style Style Required Printer
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Oracle Reports Parameters.Use the Parameters button to open the window shown below and define the parameters that the report should prompt the user for. Notice that the Token field links the parameters you list here to the parameters which your report is expecting. It is not case sensitive.
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Concurrent manager passes program arguments to your.
Oracle reports program using tokens (so that their order does not matter), you should write your program to receive arguments in the same order that you specify when you call your program and pass arguments for easier maintenance.
Oracle reports program parameters should not expect NULL.
Values. The concurrent manager cannot pass a NULL value to your program.
Tip :It is always suggested to start the parameter sequence from 10 and increment by 10 or as desired.
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If your report should not be run at the same time as any other report or process (perhaps even itself) then use the Incompatibilities button to open the window shown below and identify them.
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Copy the report
Copy
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Add your report to the appropriate request groups.This is usually performed by the (functional) system administrator however you may need to do it in the test environment at least.
Using the system administrator responsibility, Menu path: Security Responsibility Request.
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Reports are made available to users by adding them to the Request Group assigned to a Responsibility which in turn is assigned to users. This effectively makes your report appear in the List of Values which the user sees in the Standard Report Submission screen.
In the top half of the screen, query back the Request Group to which you wish to add your report and then in the lower half of the screen create a new record, select your report name and save.
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FND Packages
Concurrent Program and Request Set Loaders
FND_Program and FND_Request Used to programmatically create:
Concurrent executables Concurrent Programs Parameters for Concurrent Programs Concurrent Request Sets
Recommended when maintaining multiple instances (i.e. development, test, production)
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FND Packages
FND_Program Functionality
Most procedures correspond to functionality provided by System Administration forms:
Others allow for checking for the existence of programs and components, and deleting existing programs and components
Use FND_Program.Message to display error messages.
FND_ProgramProcedure
Corresponding System AdministrationWindow
Executable Concurrent Program ExecutableRegister Concurrent ProgramParameter Concurrent Program ParametersIncompatibility Incompatible ProgramsRequest_Group Request Groups, master regionAdd_To_Group Request Groups, Requests region
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FND Packages
Register an Executable:
Package Name: FND_PROGRAM
Procedure Name: EXECUTABLE
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BEGIN FND_PROGRAM.EXECUTABLE
( executable => 'KKG_LST_OF_CNTRCTS', application => 'KKG Custom Application', short_name => 'KKG_LST_OF_CNTRCTS', description => 'KKG List Of Contract Report', execution_method => 'Oracle Reports', execution_file_name=> 'KKG_LST_OF_CNTRCTS');
END;
Example :
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FND Packages
Register Concurrent Program: Package: FND_PROGRAM
Procedure: REGISTER
Parameters:
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FND Packages
BEGIN FND_PROGRAM.REGISTER
(Program => 'KKG List Of Contract Report', Application => 'KKG Custom Application', Enabled => 'Y', Short name => 'KKG_LST_OF_CNTRCTS', Description => 'KKG List Of Contract Report', Executable_short_name => 'KKG_LST_OF_CNTRCTS', executable_application => 'KKG Custom Application', Save_output => 'Y', Print => 'N', Cols => NULL, Rows => NULL, Style => 'Landwide', Style_required => 'N', Printer => NULL, Output_type => 'Text', Use_in_srs => 'Y' , Nls_compliant => 'Y', Mls_function_short_name => NULL, Mls_function_application => NULL);
END;
Example :
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FND Packages
Assign a Program to a Request Group:Package: FND_PROGRAM
Procedure: PROGRAM_ADD_TO_GROUP
BEGIN FND_PROGRAM.PROGRAM_ADD_TO_GROUP (Program_short_name => 'KKG_LST_OF_CNTRCTS' , Program_application => 'KKG Custom Application' , Request_group => 'All Reports' , Group_application => 'Oracle Payables' );END;
Example :
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FND Packages
Register value sets for the concurrent program Package: FND_FLEX_VAL_API
Procedure: CREATE_VALUESET_TABLE
Parameters:
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FND Packages
BEGIN Fnd_flex_val_api.create_valueset_table ( Value_set_name => 'KKG_SUPPLIER_SITE',
description => 'Supplier Sites for KKG List Of Contract Report',
Security_available => 'N',Enable_longlist => 'N',Format_type => 'Char',Maximum_size => '150',Precision => NULL,Numbers_only => 'N',Uppercase_only => 'N',Right_justify_zero_fill => 'N',Min_value => NULL,Max_value => NULL,Table_application => 'Oracle Purchasing',Table_name => 'PO_VENDOR_SITES',Allow_parent_values => 'N',Value_column_name => 'VENDOR_SITE_CODE||''~''||
ATTRIBUTE1',Value_column_type => 'Varchar2',Value_column_size => '150',Meaning_column_name => 'VENDOR_SITE_CODE||''~''||
ATTRIBUTE1',Meaning_column_type => 'Varchar2', Meaning_column_size => '150',Id_column_name => 'VENDOR_SITE_CODE||''~''||
ATTRIBUTE1',Id_column_type => 'Varchar2',Id_column_size => '150',Where_order_by => 'where rowid in (select max
(rowid) From PO_VENDOR_SITESGroup by VENDOR_SITE_CODE||''~''||ATTRIBUTE1)',Additional_columns => NULL);
END;
Example :
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Tips
Report in Microsoft excel.
A character mode report that saves its output to a file with an extension of .Csv, will automatically be recognizable by MS excel.
Beware of traps when modifying existing reports!If you are modifying an existing report, you begin by FTP’ing it up to your PC and opening it in the reports designer there. Very often the report will give you error messages about missing packages. The messages should give you the name of the packages and you will be able to find them in the plsql subdirectory of the application to which the report belongs on the server side.
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Definitions
APPS schema. An ORACLE schema that has access to the complete oracle applications data model. Standard report submission (SRS).
The procedure to submit a background report to the concurrent manager using SRS is the same regardless of the product that owns the report. SRS takes advantage of shared flexfield value sets.Custom reports can be integrated into standard report submission so that they can be submitted and monitored using the same procedures as other oracle applications reports. Developers can set up certain menus and responsibilities to access custom reports or standard objects.
Repeating frames Repeating frames are used to display the rows of data that are retrieved for a group. Thus, they "repeat" until all the data is retrieved.
FramesFrames are used to keep layout objects together and can be used to protect layout objects from being overwritten by repeating frames at runtime.
Fields Fields define how columns appear in a report, such as the format of currency amounts and dates
Anchors Anchors are used to determine the relative positioning of one object to another in a report. The anchor attaches the anchored object, or child, to an anchoring object, or parent.
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Questions??
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Thank You