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Creating Object Definitions For a Multiple Hierarchy Report

This task is a step in Process of Creating a Report with a Multiple Hierarchy.

To create object definitions for a multiple hierarchy report

1. If the Siebel client is open, log out of it now, and then open Siebel Tools.
2. Verify the Account business object contains the appropriate child business object components to implement this example.
   1. In the Object Explorer, choose Business Object, and then query the Name property in the OBLE for Account.
   2. Expand the Business Object type, and then click Business Object Component.
   3. Make sure the Bus Comp property of the Business Object Components OBLE contains child definitions for the following business components:
      • Contact
      • Opportunity
      • Competitor
   4. Under the Account business object, verify the Link property contains Opportunity/Competitor.

      This makes sure the grandchild Competitor business component has a link defined with the child Opportunity business component.

      In this example, the Opportunity and Contact business components are at the child level and the Competitor business component is at the grandchild level relative to the Account business object. For more information, see About Verifying Relationships In A Multiple Level Hierarchy.

3. Complete the procedure described in Creating Object Definitions for a Group Report with the following modifications:
   • Copy the object definitions for the Account Summary report rather than the Opportunity List - Current Query report.
   • In the Reports OBLE, change properties in the new report object definition as described in the following table.

     Property	Value
     Name	Multiple Hierarchy Report
     Access Base DB Name	mulhier
     Menu Text - String Override	Multiple Hierarchy Report
     Template Name	mulhier
     Sort Specification	(Leave this property empty.)

   • Perform the following before running the Generate Actuate Report utility:
     • In the Subreports OBLE, delete all the subreport object definitions except those that have Contact, Opportunity or Competitor in the Business Component property. To delete a subreport, click the Subreport object definition, choose Edit, and then the Delete Record menu item.
       
       For this example, a report that contains Contact, Opportunity and Competitor subreports is sufficient.
     • Expand the Sub Report Field object type for the Opportunity subreport, and then add the City, Description, and Postal Code subreport fields.
   • Run the Generate Actuate Report utility on the parent Multiple Hierarchy Report report.
   • Navigate to the Account List View rather than the Opportunity List View.
   • When adding the new view, pick Multiple Hierarchy Report in the Report property. For more information about the sequence property, see How the Sequence Property is Calculated.
   • After compiling your changes, unlock the Account (SSE) and the Report projects.

About Verifying Relationships In A Multiple Level Hierarchy

You can use tools to examine definitions that exist between parent, child and grandchild objects, thus confirming the necessary hierarchical relationship exists between the business components under the business object. Note the following requirements:

• Make sure all business components used in the parent-child report are active.
• Make sure all required business components have a relationship defined within the hierarchy. A parent-child report can be created with multiple hierarchy levels with as many business components as the user requires as long as all of the required business components are specified in the same business object.
• Make sure each grandchild business component has a link defined with a parent level business component. Each business component below the parent level is considered to have a grandchild relationship.

How the Sequence Property is Calculated

Examine the Position property of the Subreport objects for the Multiple Hierarchy Report object definition. The Position is 1 for Opportunity, 2 for Contact, and 1.1 for Competitor. This indicates that Opportunity and Contacts are at hierarchical level 2 and Competitor is at the 1.1 sub-hierarchy level under Opportunity.

The position is indicated relative to the parent business component. Each hierarchy level is separated by a period, and the number indicates the relative position with respect to the parent. For example, position 2.3 indicates that the subreport is two levels below the main business component, and that it is the third child of the business component whose position is 2.