Creating Books in Oracle General Ledger

  To create a book:

1. From the Oracle General Ledger Inquiry and Reporting module, click Open Workspace.

2. From the menu bar, select Navigate, then Applications, and then BI Catalog.

3. From the menu bar, select File, then New, and then Book.

4. In the New Book tab, right-click and select Insert Document.

5. In the Available Items area, select reports and other artifacts from folders, and then click Move to move them to the Selected Items area.

6. Optional: To remove an artifact from the Selected Items area, select the artifact, and then click Remove. To remove all reports from the book, click Remove All.

   If you move, delete, or rename a report or other artifacts in the repository, they are removed from the book the next time the book is opened. Those artifacts must be added again if you wish to include them in the book.

7. When completed, click OK to open the Book Editor.

   To display dimensions in the table of contents, select the dimension name in the Book Editor and select Edit, then Table of Contents, then Show Member. The Display/Hide column of the Book Editor indicates whether the member name is hidden or displayed.

8. Optional: Add or change members selections for the book POV:

   1. In the Name column, double-click the dimension to display Member Selection.

   2. Select the members. and then click OK.

9. Optional: Copy report member selections from one report to another in the Book Editor:

   1. Highlight the report containing the members to copy.

   2. Select Edit, then Copy Member Selection to, and then select a report.

   Member selections are only copied between reports having the same dimensions on the User Point of View.

10. Select File, and then Save.