Creating Data Views
Unifier Data Views use SQL queries that are defined against system tables and business process tables. Data Views are used in Custom Reports, User-Defined Reports (UDRs), and Shell dashboards.
Note: The User-Defined Reports (UDRs) can be created at Company, Shell, or Project levels.
Data views must contain project_id in the SQL query for the data view to be displayed in a Project/Shell level UDR data type list.
Note: Data views published prior to the Primavera Unifier 9.5 release must be republished (i.e., set to draft status and then reset to published status) before they show up in the UDR data type list.
Before you begin: Define your reporting requirements first. Collaboration between business users and technical development teams will help to identify the data you need to collect and how to present that data so report recipients can have an easy-to-read, useful report.
Step 1: Set permissions for data view creation. See Grant Permissions for Data View Creation.
Step 2: Create data views. See Create and Publish Data Views and Metadata.
- Data views must be published (as indicated by the Publish Date) before you can use them as data sources in UDRs, data cubes, or custom reports.
- Test your data view SQL queries in the Development/Test environment before deploying them in the Production environment because only by testing can you be sure the query is valid and returns the desired data. Oracle recommends that you test your SQL queries in the Development environment prior to deploying them in the Test environment or Production environment.
Note: For translation information, see "Internationalizing Unifier Environments" in the Unifier General Administration Guide.
Step 3: View data and metadata. See View Data (Query Results) and Metadata (Columns) in the View.
Step 4: Export data. See Export Data (Query Results).
The Data Views are included in:
- Custom Report that are using Data Views and ready for Production environment.
- Data Cube that are using Data Views and ready for Production environment.
- User-Defined Report (UDR) that are using Data Views and ready for Production environment.
See Also
In This Section
Grant Permissions for Data View Creation
Create and Publish Data Views and Metadata
View Data (Query Results) and Metadata (Columns) in the View
View Data View Usage in Reports and Data Cubes
Review Database Table Structure
Last Published Monday, August 28, 2023