Before You Begin

This 20-minute OBE shows how to use JD Edwards EnterpriseOne Orchestrator Studio to create a Widget that displays a pie chart with the count of purchase orders for each business unit in EnterpriseOne.

Background

Chart type Widgets can greatly enhance the display of information in EnterpriseOne. With Widgets you can display charts in the tiles of a composed page

What Do You Need?

• Access to a JD Edwards EnterpriseOne Release 25 environment with Tools Release 9.2.9.3 or later and the associated Tools roll-up ESU applied. JD Edwards EnterpriseOne Trial Edition running on Oracle Cloud Infrastructure is suitable, but you can use any environment with the proper Tools release.
• Access to Orchestrator Studio.
• Feature security and UDO action security for Widgets (WIDGET).
• Feature security and UDO action security for composite pages (COMPOSITE).

Creating an Orchestration to Get the Count of Purchase Orders by Business Unit

In this exercise, you will use the Orchestrator Studio to create an orchestration with a data request to fetch a count of purchase orders for each business unit.

1. Access the Orchestrator Studio.
2. Click the Data Requests icon and then click the New button.
3. On the Data Request design page, complete these fields:
• Name = POs By Business Unit

4. Click the Product Code drop-down list and select a customer product code between 55 – 59.
5. In the Table/View Name field, enter V43261A.
6. Click Load.
7. Enable the Aggregation option.
8. In the Filter field, enter Or Ty.
9. In the row for Or Ty [F4311] (DCTO), click the Filter icon to add it to the Filter Criteria section on the right.
10. Set these values:
    • Operator = is equal to
    • Value = OP
11. On the right side, in the Aggregations section, enable the Include Count option. Leave the default name.
12. On the left side, change the value in the Filter field to Business Unit.
13. In the row for Business Unit [F4311] (MCU), click the Group By icon to add it to the Group By section on the right.
14. In the Group By section, enable the Associated Description option.
15. Save the Data Request.



16. From the Manage menu, select Create Orchestration. Keep the default values in the Name and Description fields.
17. Click the End node and click Outputs and Assertions.
18. Verify that all the return fields are enabled as shown in the following screenshot. If they are not, enable the Select All option.



19. Save the orchestration.
20. Double-click the Start node to launch the Run Orchestrations page.
21. Click Run. The result should display an array named “POs By Business Unit”, with each record containing a count and a Business Unit description.

Creating a Widget to Display a Pie Chart with the Count of Purchase Orders by Business Unit

In this exercise, you will create a Widget to display a pie chart of the count of purchase orders in each business unit.

1. Close the Run Orchestration page to return to the orchestration.
2. Click the Manage menu and select Create Widget.
3. On the Widget page, keep the default Name and Description and complete these fields:
   • Widget Type = Chart
   • Title = Pos by Business Unit
   • Chart Type = Pie
   • Show Legend = Disable
4. Click the Data Source tab.
5. In the Chart Data section, verify that the From Array option is enabled and the first array is selected in the Chart Array drop-down list automatically.
6. In the Chart Data section, enable the Value option for Count.
7. Using the drop-down list in the Count row, select Business Unit [F4311]_desc.



8. Click Save.
9. Click the Preview tab.
10. The Widget processes automatically, and the preview displays the pie chart. Hovering over a section displays the Count and Business Unit name.

Displaying the Widget in EnterpriseOne

In this exercise, you will configure a composed page to display the POs by Business Unit chart Widget.

1. From the Tools drop-down list (top right), select JD Edwards EnterpriseOne.
2. In the menu under your user name, click Manage Content, and then click Composed Pages.
3. Select the (Create) option from the Name drop-down list or choose an existing page to add the pie chart to.
4. Click the Create New Content button (page with a plus) at the top left of the screen.
5. Select Designer Pane.

   

   • Enter a name for the pane (for example, Widgets).
   • Move the Initial Total Columns and Initial Total Rows sliders to a 3 x 2 grid.
   • Click OK.

   

6. Click Edit (Pencil) icon next to Default Page Title and delete the title.
7. Click the Configure Page (gear) icon next to the pencil icon. Complete these values:
   • Show Description = Hover Only
   • Style = Large Icons
8. Click OK.
9. Hover over the first empty cell in the designer pane, click the Plus icon.
10. Enter these values to create a Widget tile.
    • Tile Type = Widget
    • Widget = #POs By Business Unit (POs By Business Unit) - Chart
    • Style = No Box
    • Title = POs by Business Unit
    • Description: Enter a short description or leave blank for a cleaner tile.
11. Click OK.
12. Click the Save button at the top of the composed page designer.
    Enter a name for the composed page (for example, Widgets) if it is new. If you already have one called Widgets, use Widgets2.



13. Click OK.
14. Click the X icon at the top right to close the designer page. The new composed page is displayed with the pie chart Widget.



Now you know how to build a Widget to display a pie chart and include it in a composed page.

Want to Learn More?

• Quick Tour - EnterpriseOne Widgets
• Guide - EnterpriseOne Widgets
  
• OBE - Creating and Displaying Badge Widgets for Most Ordered Item
• OBE - Creating and Displaying a Badge Widget for Past Due Orders
• OBE - Creating and Displaying a Bar Chart Widget
• OBE- JD Edwards EnterpriseOne Widgets with External Data