Managing ChartFields in Reporting
This topic discusses:
Oracle Business Intelligence Publisher (BI Publisher) is an enterprise reporting solution that streamlines report and form generation. In order to provide a more robust and complete reporting functionality, Oracle's PeopleSoft applications offer many existing reports in the BI Publisher (formerly XMLP) format. Reports created using BI Publisher for PeopleSoft require no manual changes to support configured ChartFields. The BI Publisher format also provides flexibility for adopting future technology with smoother transitions. For information about the existing reports that are available in BI Publisher format, refer to the Reports listing for each product. Oracle BI Publisher technology is accessible from PeopleTools PS Query and all PeopleTools applications. This technology enables PeopleSoft to deliver BI Publisher reports that do not require manual changes to support ChartField configuration.
The following is a list of BI Publisher General Ledger reports:
SpeedTypes report: FSX0007 BI Publisher report.
Valid Department Codes report: FSX0011 BI Publisher report.
Valid Product Codes report: FSX0012 BI Publisher report.
Valid Project IDs report: FSX0013 BI Publisher report.
Ledger Translation Errors: FSX5101 BI Publisher report.
Summary Ledger Definition: GLX1000 BI Publisher report.
Ledger Code: GLX1001 BI Publisher report.
Summary Calendars: GLX4001 BI Publisher report.
Combination Edit Group: GLX4003 BI Publisher report.
Journal Entry Template: GLX4007 BI Publisher report.
Valid Journal Class: GLX4008 BI Publisher report.
ADB Processes: GLX5501 BI Publisher report.
Allocation Group Definition: GLX6001 BI Publisher report.
Journal Entry Detail: GLX7501 BI Publisher report.
Journal Entry Detail (separate debit and credit): GLX7502 BI Publisher report.
The ChartField Selection grid is used by many report request pages and enables you to select the ChartFields you want to view for SQR based reports that print ChartField values.
To enter report selection criteria in the ChartField Selection Grid:
Enter the header selection criteria and click Refresh to populate the grid with rows for each ChartField.
Click Include CF for the ChartFields that you want to include values for in the report.
PeopleSoft delivers reports with a fixed number of lines on the report heading. This number is determined based on the most common business practice. There is just enough space for a few ChartFields on the heading and still retain enough space for detail lines on each page. If you elect to include more ChartFields, the report will not have enough space to print all ChartField headings. This results in report heading and detail lines that overlay each other. If your circumstances require you to print more than the optimum number of ChartField values, change the report to increase the report heading lines. Increasing the number of ChartFields is a customization and is not supported by PeopleSoft.
(Optional) Use the Value field to enter ChartField values for the budgets on which you want to report.
Leave blank to select all values for the ChartField. Some Commitment Control report request pages include Value From and Value To fields to enable you to select ranges of ChartField values.
(Optional) Change the Sequence in which the ChartFields appears on the report.
For example, if you are reporting by Account and Department and you select Account to be first in the sequence, the report displays budget rows as follows:
Account
Department
60000
100
110
120
62000
100
110
130
The default sequence is alphabetical.
(Optional) Select Descr to include a description of the ChartField value.
(Optional) Select Subtotal to include a subtotal of all amounts for the ChartField.
For example, if you are reporting by Account and Department as in the above example, and you select Subtotal for Account, the report displays a subtotal amount for each Account:
Account
Department
Amount
60000
100
1000
110
2000
120
1000
Subtotal
4000
62000
100
2000
110
1000
130
3000
Subtotal
6000