Report 3: Tabular Report (User, System Administrator, and Flexfields Help)


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Report 3: Tabular Report

This is a sample report that selects Accounting Flexfield information for a single structure for a single company. This report uses a more complex WHERE clause with an ORDER BY clause. It also contains extra columns for the report header information.

Sample Output

Note: Line numbers listed above are for explanation purposes only and do not appear in report output.

Sample Layout

Note: *'s indicate displayed fields.

Report Writing Steps

Step 1 Define your Before Report Trigger

SRW.USER_EXIT('FND SRWINIT');

Step 2 Define your After Report Trigger

SRW.USER_EXIT('FND SRWEXIT');

Step 3 Define your parameters

Define the following parameters using the Data Model Painter. You use these parameters in the user exit calls and SQL statements.

Lexical Parameters

Name Data Type Width Initial Value Notes

P_CONC_REQUEST_ID Number 15 0 Always create

P_FLEXDATA Character 600 Long string Cumulative width more than expected width required to hold the data

P_STRUCT_NUM Character 15 101 Contains structure number

P_WHERE Character 200 Valid WHERE clause (4)

P_ORDERBY Character 298 Valid ORDER BY clause (5)

P_OPERAND1 Character 15 Used to construct the P_WHERE parameter

P_SET_OF_BOOKS Character Obtain from GL Use in the report header

P_CURRENCY Character 15 Use in the report header

P_PERIOD Character Obtain from GL Use in the report header

Table 1 - 76. (Page 1 of 1)

Lexical Parameters

Name	Data Type	Width	Initial Value	Notes
P_CONC_REQUEST_ID	Number	15	0	Always create
P_FLEXDATA	Character	600	Long string	Cumulative width more than expected width required to hold the data

P_STRUCT_NUM	Character	15	101	Contains structure number
P_WHERE	Character	200	Valid WHERE clause	(4)
P_ORDERBY	Character	298	Valid ORDER BY clause	(5)
P_OPERAND1	Character	15		Used to construct the P_WHERE parameter
P_SET_OF_BOOKS	Character	Obtain from GL		Use in the report header
P_CURRENCY	Character	15		Use in the report header
P_PERIOD	Character	Obtain from GL		Use in the report header
Table 1 - 76. (Page 1 of 1)

Note (4): This parameter contains the WHERE clause in the SELECT statement to enforce condition(s) on the data retrieved from the database. The initial value is used to check the validity of query containing this parameter.

Note (5): This parameter contains the ORDER BY clause for the SELECT statement that orders the display of flexfield data. The initial value is used to check the validity of query containing this parameter.

Step 4 Call FND FLEXSQL from your Before Report Trigger to populate P_FLEXDATA

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.USER_EXIT('FND FLEXSQL 
CODE="GL#" 
NUM=":P_STRUCT_NUM"
APPL_SHORT_NAME="SQLGL" 
OUTPUT=":P_FLEXDATA" 
MODE="SELECT" 
DISPLAY="ALL"');

Step 5 Call FND FLEXSQL from your Before Report Trigger to populate P_WHERE

The second call populates the value of lexical P_WHERE to the restriction you wish to apply at run time. You wish this parameter to contain the value "(SEGMENT1 = '01')" if GL_BALANCING segment is segment 1 and value of P_OPERAND1 is "01".

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.USER_EXIT('FND FLEXSQL 
CODE="GL#"
NUM=":P_STRUCT_NUM"
APPL_SHORT_NAME="SQLGL" 
OUTPUT=":P_WHERE"
MODE="WHERE" 
DISPLAY="GL_BALANCING"
OPERATOR="=" 
OPERAND1=":P_OPERAND1"');

Step 6 Call FND FLEXSQL from your Before Report Trigger to populate P_ORDERBY

The third call changes the value of lexical P_ORDERBY to the SQL fragment (for example to SEGMENT3, SEGMENT2, SEGMENT4, SEGMENT1) at run time. When this lexical parameter is incorporated into the ORDER BY clause of a query, it enables the query to order by flexfield segments. The user exit call is same as first one except for MODE="ORDER BY" as follows:

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.USER_EXIT('FND FLEXSQL 
CODE="GL#" 
NUM=":P_STRUCT_NUM"
APPL_SHORT_NAME="SQLGL" 
OUTPUT="P_ORDER_FLEX"
MODE="ORDER BY" 
DISPLAY="ALL"');

Step 7 Define your report queries

Define your report queries Q_1 and Q_2:

SELECT &P_FLEXDATA C_FLEXDATA_H [, NORMALCOLUMNS...]
FROM CODE_COMBINATIONS_TABLE
WHERE CODE_COMBINATIONS_TABLE.STRUCTURE_DEFINING_COLUMN 
= &P_STRUCT_NUM
      AND ROWNUM < 2

SELECT &P_FLEXDATA C_FLEXDATA [, NORMALCOLUMNS...]
FROM CODE_COMBINATIONS_TABLE
WHERE CODE_COMBINATIONS_TABLE.STRUCTURE_DEFINING_COLUMN 
= &P_STRUCT_NUM
ORDER BY &P_ORDERBY

The first query fetches the data required for region 2 and the second one for region 3.

Note: "ROWNUM < 2" because we want only one record in that region.

When the report runs, the three calls to FND FLEXSQL fill in the lexical parameters. As a result the second query would look something like:

SELECT (SEGMENT1||'-'||SEGMENT2||'-'||SEGMENT3||'-'||
       	SEGMENT4) C_FLEXDATA,
       	NORMALCOLUMNS...
FROM   CODE_COMBINATIONS_TABLE
WHERE CODE_COMBINATIONS_TABLE.STRUCTURE_DEFINING_COLUMN 
= 101
ORDER BY SEGMENT3, SEGMENT2, SEGMENT4, SEGMENT1

Step 8 Create formula columns

Now create columns corresponding to the values displayed in Region 2. They all are in group G_1. Be sure to adjust the column width as appropriate for the value the column holds (such as a prompt, which might be as long as 30 characters).

First create column C_BAL_LPROMPT (for columns corresponding to "Company" in the sample output). In this column incorporate FND FLEXIDVAL calls in the formula field. You pass the concatenated segments along with other information to the user exit:

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.REFERENCE(:C_FLEXDATA_H);
SRW.USER_EXIT('FND FLEXIDVAL 
CODE="GL#" 
NUM=":P_STRUCT_NUM"
APPL_SHORT_NAME="SQLGL" 
DATA=":C_FLEXDATA_H"
LPROMPT=":C_BAL_PROMPT" 
DISPLAY="GL_BALANCING"');
RETURN(:C_BAL_LPROMPT);

The user exit populates "Company" in the column 'C_BAL_LPROMPT'.

Similarly create columns C_BAL_VAL and C_BAL_DESC (displaying "01" and Widget Corporation) with the following calls.

C_BAL_VAL:

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.REFERENCE(:C_FLEXDATA_H);
SRW.USER_EXIT('FND FLEXIDVAL 
CODE="GL#" NUM=":P_STRUCT_NUM" 
APPL_SHORT_NAME="SQLGL" 
DATA=":C_FLEXDATA_H"
VALUE=":C_BAL_VAL" 
DISPLAY="GL_BALANCING"');
RETURN(:C_BAL_VAL);

C_BAL_DESC:

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.REFERENCE(:C_FLEXDATA_H);
SRW.USER_EXIT('FND FLEXIDVAL 
CODE="GL#" 
NUM=":P_STRUCT_NUM" 
APPL_SHORT_NAME="SQLGL" 
DATA=":C_FLEXDATA_H"
DESCRIPTION=":C_BAL_VAL" 
DISPLAY="GL_BALANCING"');
RETURN(:C_BAL_DESC);

Create the above prompt (displaying "Company-Country-Currency-Status") in the sample output by the following call.

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.REFERENCE(:C_FLEXDATA_H);
SRW.USER_EXIT('FND FLEXIDVAL 
CODE="GL#" NUM=":P_STRUCT_NUM" 
APPL_SHORT_NAME="SQLGL" 
DATA=":C_FLEXDATA_H"
APROMPT=":C_APROMPT" 
DISPLAY="GL_BALANCING"');
RETURN(:C_APROMPT);

Step 9 Create formula columns

Now you construct columns corresponding to the region 3 of the report. All columns now correspond to G_2. Be sure to adjust the column width as appropriate for the value the column holds (such as a prompt, which might be as long as 30 characters).

You create formula columns C_FLEXFIELD and C_DESC_ALL to display concatenated segment values and description respectively.

Step 10 Populate segment values formula column

To retrieve the concatenated flexfield segment values and description, you incorporate the AOL user exits in these columns. In the column definition of C_FLEXFIELD, you call the user exit FND FLEXIDVAL in the formula field.

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.REFERENCE(:C_FLEXDATA);
SRW.USER_EXIT('FND FLEXIDVAL 
CODE="GL#" 
NUM=":P_STRUCT_NUM" 
APPL_SHORT_NAME="SQLGL" 
DATA=":C_FLEXDATA"
VALUE=":C_FLEXFIELD" 
DISPLAY="ALL"');
RETURN(:C_FLEXFIELD);

Step 11 Populate segment descriptions

To populate segment description use DESCRIPTION="C_DESC_ALL" instead of VALUE="C_FLEXFIELD" as in the previous step. The user exit call becomes:

SRW.REFERENCE(:P_STRUCT_NUM);
SRW.REFERENCE(:C_FLEXDATA);
SRW.USER_EXIT('FND FLEXIDVAL 
CODE="GL#" 
NUM=":P_STRUCT_NUM"
APPL_SHORT_NAME="SQLGL" 
DATA=":C_FLEXDATA"
DESCRIPTION=":C_DESC_ALL"
DISPLAY="ALL"');
RETURN(:C_DESC_ALL);

You have created parameters and columns that are containers of all the values to be displayed. Now, in the following steps, you create the layout to display these values on the report.

Step 12 Create your default report layout

First choose Default Layout to generate the default layout. Deselect C_FLEXDATA, C_FLEXDATA_H. Specify reasonable widths for these columns.

Default Layout Column Settings

Column Label Width

C_FLEXFIELD Accounting Flexfield 30

C_DESC_ALL Flexfield Description 50

C_APROMPT 100

C_BAL_DESC 40

C_BAL_LPROMPT 20

C_BAL_VAL 4

Table 1 - 77. (Page 2 of 2)

Default Layout Column Settings

Column	Label	Width
C_FLEXFIELD	Accounting Flexfield	30
C_DESC_ALL	Flexfield Description	50
C_APROMPT		100
C_BAL_DESC		40
C_BAL_LPROMPT		20
C_BAL_VAL		4
Table 1 - 77. (Page 2 of 2)

Oracle Reports takes you to the layout painter. Before modifying the default layout in the painter, you may want to generate and run the report with the current layout to test the previous steps.

Step 13 Finish your report

Now you modify the default locations of the fields and create new fields in the layout painter. First [SELECT ALL] and move all the fields to the desired location as shown in the Region 2 & 3.

You modify fields to display "Company", "01" and "Widget Corporation" in the Group 1 (region 2). As shown in the Sample Layout, modify F_BAL_LPROMPT, F_BAL_VAL and F_BAL_DESC fields so that they are side by side with the unit length. Specify "Horizontal Sizing" as "Variable". This ensures that the fields always be apart by fixed amount and adjust due to their variable sizing. Sources of these fields are C_BAL_LPROMPT, C_BAL_VAL and C_BAL_DESC respectively.

Resize and move the field F_APROMPT as shown in the sample layout to display above prompt as displayed in the sample output. Add all the boilerplate text "Accounting Flexfield", underline below and above the above prompt.

In this step you build the layout for Region 1. At the top of report, 'Foreign Currency General Ledger' is a boiler plate that can be added using layout painter. 'Currency:' and 'Period:' are also Boiler plates and the corresponding fields ('CND' and DEC-90) are filled by lexical input parameters P_CURRENCY, P_PERIOD. 'Set of Books 2' is filled by input lexical parameter P_SET_OF_BOOKS. Similarly, the 'Date' and 'Page' fields are filled by system parameters 'Current Date' and 'Logical Page Number'.

Enter in the Field Definition property sheet of F_FLEXFIELD and specify "Vertical Sizing" as "Variable". This ensures that when the data is larger than the field width, the value wraps and it is not truncated. This can be seen in the descriptions of flexfield values in lines 15 and 16 of the sample output.

Report Summary

Lexical Parameters Columns FND User Exits

P_CONC_REQUEST_ID C_APROMPT FND FLEXIDVAL

P_FLEXDATA C_BAL_DESC FND FLEXSQL

P_CURRENCY C_BAL_LPROMPT FND SRWINIT

P_OPERAND1 C_BAL_VAL FND SRWEXIT

P_ORDERBY C_DESC_ALL

P_PERIOD C_FLEXDATA

P_SET_OF_BOOKS C_FLEXDATA_H

P_STRUCT_NUM C_FLEXFIELD

P_WHERE

Table 1 - 78. (Page 1 of 1)

Report Summary

Lexical Parameters	Columns	FND User Exits
P_CONC_REQUEST_ID	C_APROMPT	FND FLEXIDVAL
P_FLEXDATA	C_BAL_DESC	FND FLEXSQL
P_CURRENCY	C_BAL_LPROMPT	FND SRWINIT
P_OPERAND1	C_BAL_VAL	FND SRWEXIT
P_ORDERBY	C_DESC_ALL
P_PERIOD	C_FLEXDATA
P_SET_OF_BOOKS	C_FLEXDATA_H
P_STRUCT_NUM	C_FLEXFIELD
P_WHERE
Table 1 - 78. (Page 1 of 1)