5 Adding New One View Reports

This chapter contains the following topics:

• Introduction to Adding New One View Reports

• Adding a New One View Report

5.1 Introduction to Adding New One View Reports

In addition to modifying existing reports, you can create completely new One View reports to meet your business needs. You use components from JD Edwards EnterpriseOne and BI Publisher to create new reports.

JD Edwards EnterpriseOne One View Report Definition

When you add a report, you use a find browse form or Data Browser to create a report definition. The report definition for contains information about which columns are selected for the data model, the naming convention, row set setting, name of the report, and so on. The data model contains a set of instructions for BI Publisher to retrieve and structure data for a report. The data model includes the sample data, form level information, and the reference to the data source.

BI Publisher One View Report Layouts

After you create the required JD Edwards EnterpriseOne One View report definition, you use Oracle's BI Publisher Layout Editor to design the report layouts. The data items in the JD Edwards EnterpriseOne data model appear in the Layout Editor with the same column descriptions as those on the JD Edwards EnterpriseOne form. Therefore, they are easy to identify when you add them to the report layout.

The BI Publisher report layouts define how the data will be presented in the report. A layout consists of a template file and a set of properties for rendering the file. Templates offer common layout structures with specific components, such as charts or tables, already added. When you create a One View report, you can choose from several predefined style templates or you can create a template that includes other design elements, such as your company logo.

To design the layout, select data items from the data model and place them into components in the report template. For example, you could add the data item for Account Balance to the report layout as a chart component or a table column.

After you complete the report layout, the Layout Editor enables you to preview the report and make adjustments before saving the final result.

Note: To modify or create One View reports, users must be authorized to One View Reporting features and have an associated Oracle BI Publisher user ID. For further information, see "Installing and Configuring One View Reporting" in the JD Edwards EnterpriseOne Tools One View Administration Guide.

5.2 Adding a New One View Report

Access a One View Reporting enabled form.

1. Define the sample data for the report by using a query or by entering values in the filter fields and QBE column headers of the find browse form.

2. On the JD Edwards EnterpriseOne form, click any QBE column header with a plus (+) sign to add it to the data model for the report.

3. From the One View menu, select Add Reports.

4. On the Report Definition tab in the side panel, select a naming convention for the data model.

5. Select a default row set option.

6. Click Find to populate the grid.

7. On the Report Definition tab, click the Save icon.

8. Enter a name for the new report and then click OK.

   The BI Publisher Layout Editor appears in a pop-up window.

9. In the Layout Editor, click Add New Layout.

   The Create Layout page displays the template selections.

10. Select a template for the report.

11. In the Report Title field, enter a title for the report.

12. Enter titles for other sections of the report, such as charts and tables, as required.

13. In the Data Source side panel, select columns from the Rowset section and drag them to the desired areas of the report.

    
    

    Note: Decimal placement in decimal fields can vary based on customer implementation. An example is Unit Price. To ensure that the format of a report matches the format of a decimal field in a JD Edwards EnterpriseOne interactive application, you should assign the decimal precision to the column in the Layout Editor.

    
    

14. Click the Save icon.

    The Save Layout window appears.

15. Enter a name for the layout in the Layout Name field.

16. If desired, click the Interactive Preview icon to view the report.

17. Close the Layout Editor by clicking the X in the top-right corner to return to JD Edwards EnterpriseOne One.

    
    

    Note: Do not click the Sign Out link, or you will have to sign into BI Publisher manually to run One View reports during the same session.

    
    

    The new report appears under My Reports in the One View menu.

Tutorial: Click here to view a recording of this feature.

For information about Oracle's BI Publisher Layout Editor, see "Creating BI Publisher Layout Templates" in the Oracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher.