3Analytics and Reports Management

This chapter contains the following:

Managing Folders

How to Create Folders

You manage analyses and reports in the business intelligence catalog, where you create folders to organize them.

To create folders:

  1. In the catalog, navigate to the desired location of the new folder in the Folders pane.

  2. In the catalog toolbar, click New, and select Folder.

  3. In the New Folder dialog box, enter the folder name, and click OK.

Automatically Created Folders

If conflicts are detected during upgrade, folders named backup_nnn are automatically created in the catalog. After reviewing and resolving any conflicts, Oracle recommends that you manually delete the backup folders from the catalog. You can contact your help desk to request an automated removal if you have many folders to delete.

Set Folder Permissions and Attributes

You can access the properties of user objects or the Custom folder and any of its subfolders in the catalog to set folder permissions and other attributes. You can view system information, and change attributes or ownership. Other users can access and modify the properties of only the objects that they create or own.

Set Folder Properties

Follow these steps:

  1. In the catalog, click Shared Folders > Custom, and navigate to the custom folder you want to assign properties to.

    Caution: Don't modify permissions on predefined catalog objects. Saving content in the Custom folder is the only way to make sure that it remains untouched during updates.
  2. In the Tasks pane, click Properties.

  3. In the Properties dialog box, select any of the options in the Attributes section:

    • Hidden: Hides the object.

    • System: Makes the object a system object.

    • Read Only: Makes the object read-only.

    • Do Not Index: Excludes the object from the index used by the full-text catalog search. Excluded objects don't display in the results of any full-text catalog search; the object can still be found using the basic catalog search.

  4. Use the Ownership section to take ownership of a folder or object in the catalog. This area displays only if the proper privileges were assigned to the user, group, or role. Note that the owner of an object or folder can't automatically access the object or folder.

    • Set ownership of this item: Click to become the owner of the folder or object.

    • Set ownership of this item and all subitems: Click to become the owner of the folder and any sub folders or sub items contained within the item. For example, if you click this link for a dashboard folder, then you take ownership of all of the dashboard's components.

Set Folder Permissions

You can assign permissions on folders and other objects.

Access and Set Permissions

You can set permissions or change ownership for any catalog object or folder. Nonadministrative users can access and modify the permissions of the objects that they create or own.

To set folder permissions:

  1. In the catalog, select the folder or object.

  2. In the Tasks pane click Permissions.

  3. In the Permissions dialog box, the owner and any other users, roles, or groups with permissions are listed in the Permissions list.

    • To add a user or role, click Add users/roles in the toolbar and search for users or roles to add them to the Selected Members list in the Add Application Roles, Catalog Groups and Users dialog box.

    • To delete a user or role, select the account or role in the Permissions list and click Delete selected users/roles.

  4. In the Permissions list, to set ownership for a user, select Custom in the Permissions list for the account, then select Set Ownership in the Custom Permissions dialog box and click OK. You can also select the Owner option for the user or role.

  5. Use the Permissions list to set permissions for the object. Object permissions vary by object.

  6. Use the Apply permissions to sub-folders option to assign permissions to the folder's subfolders.

  7. Use the Apply permissions to items within a folder to assign them to objects in the folder but not to subfolders.

Manage Predefined Catalog Permission

You may want to remove access to predefined catalog folders so that those associated with offerings you don't use aren't displayed. You can hide the entire predefined catalog or selectively display root catalog folders for offerings. Offerings are controlled by the Custom BI Web cat Reporting Duty role and associated roles for each.

Using roles, you can manage folder access in a number of ways, depending on requirements and previous modifications you have made.

  • Remove duty roles for parent folders from the Custom BI Web cat Reporting Duty role so that all users see a subset of the predefined catalog. Leave roles only for the offerings you want to retain access for.

  • Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role to hide the entire predefined catalog and display only /Shared/Custom folders. For example, you can remove BI catalog access for external users such as partners who have no access to reporting.

  • Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role. Also, add catalog reporting duty roles to a new or existing job role so that job roles with BI access get default access to the predefined catalog. For example, by default, Financial job roles have access to Financial reporting content but Human Capital Management job roles don't have access to the predefined HCM BI catalog. You can grant the Human Capital Management Folder Reporting Duty role to new job roles to allow access to predefined HCM reports.

Hide Predefined Catalog Folders

All authenticated users have the Custom BI Web cat Reporting Duty role, which inherits all of the folder reporting roles that determine access and visibility of root level catalog folders. Administrators with IT Security Manager privileges can hide predefined folders by removing their associated roles from the duty role.

  1. Open the Security Console.

  2. Search for Custom BI Web cat Reporting Duty.

  3. In the search results, click Actions > Edit Role.

  4. Click Next twice to navigate to the Role Hierarchy step.

  5. To hide all folders, remove all of the roles from the hierarchy. Leave any roles for offerings you want to retain access for.

  6. Run the Import User and Role Application Security Data process to synchronize security changes.

  7. Click Browse Catalog in the Reports and Analytics work area and click Administration. In the Maintenance and Troubleshooting section, select Reload Files and Metadata to refresh the the BI cache.

BI Reporting Roles

This table shows the mapping between shared root catalog folders, folder reporting roles, and job roles.

Catalog Folder Duty Role Duty Role Name Associated Job Roles

/Shared/Common Content

BI_COMMON_CONTENT_REPORTING_DUTY

Common Content Folder Reporting Duty

/Shared/Customer Data Management

BI_CDM_REPORTING_DUTY

Customer Data Management Folder Reporting Duty

/Shared/Enterprise Contracts

BI_OKC_REPORTING_DUTY

Enterprise Contracts Folder Reporting Duty

ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB, ORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB, ORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB, ORA_OKC_SUPPLIER_CONTRACT_TEAM_MEMBER_ABSTRACT

/Shared/Extension

BI_EXT_REPORTING_DUTY

Extension Folder Reporting Duty

/Shared/Financials

BI_FIN_REPORTING_DUTY

Financials Folder Reporting Duty

ORA_AP_ACCOUNTS_PAYABLE_INVOICE_SUPERVISOR_JOB ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB, ORA_AP_ACCOUNTS_PAYABLE_PAYMENT_SUPERVISOR_JOB, ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_SOD_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_SOD_JOB, ORA_AR_BILLING_MANAGER_JOB, ORA_AR_BILLING_SPECIALIST_JOB, ORA_CE_CASH_MANAGER_JOB, ORA_EXM_EXPENSE_MANAGER_JOB, ORA_FA_ASSET_ACCOUNTANT_JOB, ORA_FA_ASSET_ACCOUNTING_MANAGER_JOB, ORA_FUN_INTERCOMPANY_ACCOUNTANT_JOB, ORA_GL_FINANCIAL_ANALYST_JOB, ORA_VRM_REVENUE_ANALYST_JOB, ORA_VRM_REVENUE_MANAGER_JOB, ORA_XCC_BUDGET_MANAGER_JOB

/Shared/Higher Education

BI_HED_REPORTING_DUTY

Higher Education Folder Reporting Duty

ORA_HEQ_ADMISSIONS_COORDINATOR_JOB, ORA_HEQ_ADMISSIONS_MANAGER_JOB, ORA_HER_ACADEMIC_COORDINATOR_JOB, ORA_HER_REGISTRAR_JOB, ORA_HES_BURSAR_JOB, ORA_HEY_STUDENT_SERVICES_MANAGER_JOB, ORA_HEY_STUDENT_SUPPORT_ADVISOR_JOB

/Shared/Human Capital Management

BI_HCM_REPORTING_DUTY

Human Capital Management Folder Reporting Duty

By default, predefined HCM job roles have no access to the the predefined content.

/Shared/Incentive Compensation

BI_IC_REPORTING_DUTY

Incentive Compensation Folder Reporting Duty

ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB, ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB, ORA_CN_INCENTIVE_COMPENSATION_PARTICIPANT_ABSTRACT, ORA_CN_INCENTIVE_COMPENSATION_PARTICIPANT_MANAGER_ABSTRACT, ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB

/Shared/Loyalty

BI_LOY_REPORTING_DUTY

Loyalty Folder Reporting Duty

ORA_LOY_LOYALTY_MARKETING_MANAGER_JOB, ORA_LOY_LOYALTY_PROGRAM_ADMINISTRATOR_JOB

/Shared/Manufacturing

BI_MFG_REPORTING_DUTY

Manufacturing Folder Reporting Duty

ORA_CSE_ASSET_ADMINISTRATOR_JOB

/Shared/Marketing

BI_MKT_REPORTING_DUTY

Marketing Folder Reporting Duty

ORA_MKL_SALES_LEAD_QUALIFIER_JOB, ORA_MKT_CORPORATE_MARKETING_MANAGER_JOB, ORA_MKT_MARKETING_ANALYST_JOB, ORA_MKT_MARKETING_MANAGER_JOB, ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB, ORA_MKT_MARKETING_VP_JOB

/Shared/Partner

BI_ZPM_REPORTING_DUTY

Partner Folder Reporting Duty

ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB, ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB, ORA_ZPM_CHANNEL_SALES_MANAGER_JOB

/Shared/Procurement

BI_PRC_REPORTING_DUTY

Procurement Folder Reporting Duty

ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB, ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB, ORA_PO_BUYER_JOB, ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB, ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB, ORA_PO_PURCHASE_ANALYSIS_ABSTRACT, ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY, ORA_POR_PROCUREMENT_REQUESTER_ABSTRACT, ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT, ORA_POZ_SUPPLIER_MANAGER_ABSTRACT

/Shared/Projects

BI_PRJ_REPORTING_DUTY

Projects Folder Reporting Duty

ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB, ORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB, ORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_PJF_GRANTS_ACCOUNTANT_JOB, ORA_PJF_GRANTS_ADMINISTRATOR_JOB, ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB, ORA_PJF_PROJECT_ACCOUNTANT_JOB, ORA_PJF_PROJECT_ADMINISTRATOR_JOB, ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB, ORA_PJF_PROJECT_EXECUTION_ABSTRACT, ORA_PJF_PROJECT_EXECUTIVE_JOB, ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB, ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT, ORA_PJF_PROJECT_MANAGER_JOB, ORA_PJF_PROJECT_TEAM_MEMBER_ABSTRACT, ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB, ORA_PJF_RESOURCE_MANAGER_JOB, ORA_PJF_TEAM_COLLABORATOR_ABSTRACT

/Shared/Public Sector

BI_PSC_REPORTING_DUTY

Public Sector Folder Reporting Duty

ORA_PSC_AGENCY_STAFF_ABSTRACT, ORA_PSC_BUILDING_INSPECTOR_JOB, ORA_PSC_BUSINESS_ANALYST_JOB, ORA_PSC_CHIEF_BUILDING_OFFICER_JOB, ORA_PSC_ECONOMIC_DEV_OFFICER_JOB, ORA_PSC_FINANCE_ADMIN_JOB, ORA_PSC_INSPECTIONS_SUPERVISOR_JOB, ORA_PSC_PERMIT_TECHNICIAN_JOB, ORA_PSC_PERMITS_APPLICATION_ADMINISTRATOR_JOB, ORA_PSC_PERMITS_SUPERVISOR_JOB, ORA_PSC_PLAN_COORDINATOR_JOB, ORA_PSC_PLAN_REVIEWER_JOB, ORA_PSC_PRINCIPAL_PLANNER_JOB, ORA_PSC_SYSTEM_ADMINISTRATOR_JOB

/Shared/Risk Management

BI_GRC_REPORTING_DUTY

Risk Management Folder Reporting Duty

ORA_GTG_APPLICATION_ACCESS_AUDITOR_JOB, ORA_GTG_APPLICATION_CONTROL_MANAGER_JOB, ORA_GTG_COMPLIANCE_MANAGER_JOB, ORA_GTG_ENTERPRISE_RISK_AND_CONTROL_MANAGER_JOB, ORA_GTG_RISK_MANAGEMENT_AUDITOR_JOB, ORA_GTR_USER_ACCESS_CERTIFICATION_MANAGER_JOB

/Shared/Sales

BI_ZBS_REPORTING_DUTY

Sales Folder Reporting Duty

ORA_ZBS_SALES_ADMINISTRATOR_JOB, ORA_ZBS_SALES_MANAGER_JOB, ORA_ZBS_SALES_REPRESENTATIVE_JOB, ORA_ZBS_SALES_RESTRICTED_USER_JOB, ORA_ZBS_SALES_VP_JOB, ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB, ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB, ORA_ZPM_CHANNEL_SALES_MANAGER_JOB, ORA_ZSP_SALES_ANALYST_JOB

/Shared/Service

BI_SVC_REPORTING_DUTY

Service Folder Reporting Duty

ORA_CSO_KNOWLEDGE_ANALYST_JOB, ORA_CSO_KNOWLEDGE_MANAGER_JOB, ORA_SVC_CUSTOMER_SERVICE_MANAGER_JOB, ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_ADMINISTRATOR_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_AGENT_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_MANAGER_JOB, ORA_SVC_INTERNAL_HELP_DESK_ADMINISTRATOR_JOB, ORA_SVC_INTERNAL_HELP_DESK_AGENT_JOB, ORA_SVC_INTERNAL_HELP_DESK_MANAGER_JOB, ORA_ZBS_SALES_ADMINISTRATOR_JOB, ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

/Shared/Subscription Management

BI_OSS_REPORTING_DUTY

Subscription Management Folder Reporting Duty

ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB

/Shared/Supply Chain Management

BI_SCM_REPORTING_DUTY

Supply Chain Management Folder Reporting Duty

ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB, ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB, ORA_ACE_PRODUCT_MANAGEMENT_VP_JOB, ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB, ORA_CMF_FISCAL_DOCUMENT_SPECIALIST_JOB, ORA_CMF_RECEIVING_SPECIALIST_JOB, ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY, ORA_CSE_ASSET_ADMINISTRATOR_JOB, ORA_CST_COST_ACCOUNTANT_JOB, ORA_DOO_ORDER_ADMINISTRATOR_JOB, ORA_DOO_ORDER_MANAGER_JOB, ORA_EGI_PRODUCT_DATA_STEWARD_JOB, ORA_EGP_PRODUCT_MANAGER_JOB, ORA_ENQ_QUALITY_ANALYST_JOB, ORA_ENQ_QUALITY_ENGINEER_JOB, ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB, ORA_INV_INVENTORY_MANAGER_JOB, ORA_INV_WAREHOUSE_MANAGER_JOB, ORA_MNT_MAINTENANCE_MANAGER_JOB, ORA_MNT_MAINTENANCE_TECHNICIAN_JOB, ORA_MSC_BACKLOG_MANAGER_JOB, ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB, ORA_MSC_DEMAND_PLANNER_JOB, ORA_MSC_MATERIALS_PLANNER_JOB, ORA_MSC_REPLENISHMENT_PLANNER_JOB, ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB, ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB, ORA_RCL_FIELD_SERVICE_ADMINISTRATOR_JOB, ORA_VCS_SUPPLY_CHAIN_COLLABORATION_PLANNER_JOB, ORA_WSH_SHIPPING_MANAGER_JOB

/Shared/Functional Setup

BI_FSM_REPORTING_DUTY

Functional Setups Folder Reporting Duty *Not inherited by Custom BI Web cat Reporting Duty

ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB

/Shared/Security

FBI_SECURITY_TRANSACTION_ANALYSIS_DUTY

Security Transaction Analysis Duty *Not inherited by Custom BI Web cat Reporting Duty

ORA_FND_IT_SECURITY_MANAGER_JOB

Predefined Catalog Lockdown

If you try to modify the predefined catalog content including folder permissions, you get an alert indicating that you're not allowed to modify content and asking that you save your own content in the /Shared/Custom folder.

Here are a few things to know about catalog folders:

  • You must save all modified content in the /Shared/Custom folder or in new folders in the /Shared folder.

  • Existing modified content in the /Shared/Custom folder or custom folders in the /Shared folder and their subfolders is preserved. If you have modified the content in the predefined catalog folders, all changes are lost during any upgrade. To preserve content, archive your catalog content and unarchive it in the Shared/Custom folder after upgrade.

  • All existing content in parent folders in the /Shared folder is preserved.

  • You can't change folder or object permissions on the predefined catalog folders or content. For example, you can't change folder permissions to hide folders or objects.

Scheduling Analytics and Reports

Every job definition has a job type, such as Java or Oracle Business Intelligence (BI) Publisher reports. You can only create or duplicate job definitions that are based on BI Publisher reports. When there's a job definition for a BI Publisher report, users can run the report as a scheduled process in the Scheduled Processes work area. Otherwise, they can open reports (which are set up to be run online) elsewhere, for example in the Reports and Analytics work area.

Create Job Definitions

Here's how you create a job definition for a BI Publisher report:

  1. In the Setup and Maintenance work area, go to the Manage Enterprise Scheduler Job Definitions and Job Sets task in the Application Extensions functional area. Or, depending on your offering, you might use a different functional area.

    Note: If you don't see the task, make sure that the Enterprise Scheduler Job Definitions and Job Sets feature is enabled at the offering level.
  2. On the Manage Enterprise Scheduler Job Definitions and Job Sets page, click the Manage Job Definitions tab.

  3. Click the Create icon.

  4. Fill in the Job Definition section.

    Field or Check Box What You Do

    Display Name

    Enter the name that users see and select to submit the scheduled process.

    Name

    Enter a name with only alphanumeric characters, for example, AtkEssPrograms1. It can't have spaces or any special characters.

    Job Application Name

    Select the application to associate the job definition with.

    Enable submission from Enterprise Manager

    Make sure you don't select this check box.

    Job Type

    Select BIPJobType.

    Default Output Format

    Select the output format users get by default when they submit the scheduled process.

    Report ID

    Enter the path to the report in the BI catalog, starting with the folder within Shared Folders, for example: Custom/<Family Name>/<Product Name>/<Report File Name>.xdo.

    Make sure to include the .xdo file extension for the report definition.

    Enable submission from Scheduled Processes

    Leave the check box selected.

  5. In the Parameters subtab, you can define parameters that are available to users when they submit the scheduled process based on your job definition.

  6. In the User Properties subtab, don't create or edit a user property unless you have the accurate information that's required to create or edit one. The EXT_PortletContainerWebModule user property is automatically created.

  7. Click Save and Close.

When you create a job definition, a privilege with the same name as the job definition is automatically created. For example, for a job definition named AtkEssPrograms, the privilege is named RUN_ATKESSPROGRAMS. Use the Security Console to assign this privilege to roles, as needed.

Duplicate Job Definitions

You can also create job definitions by duplicating existing job definitions, including parameters. If you're duplicating a predefined job definition, make sure you test it carefully because it might not work exactly like the original.

  1. On the Manage Job Definitions tab, select a job definition with the BIPJobType job type.

  2. Click Duplicate to get another row in the table with the duplicate job definition.

  3. Select the duplicate job definition and click Edit.

  4. Enter the name and path.

  5. Update the parameters if you need to.

  6. Click Save and Close.

When you duplicate a job definition, you automatically create a view object with the same name in the list of values sources. Validations for the attributes in the parameters view object aren't copied over.

Define Parameters for Job Definitions

A parameter controls which records are included or how they are affected when a job runs. Job definitions can have one or more parameters or none at all. You define parameters while creating or editing job definitions using the Manage Enterprise Scheduler Job Definitions and Job Sets page. In the Setup and Maintenance work area, use the following:

  • Functional Area: Application Extensions or a product-specific functional area

  • Task: Manage Enterprise Scheduler Job Definitions and Job Sets

When users run the scheduled process, the values they enter for the parameters determine the data to be included in the report. Also, the values are passed to the data model that the report is using.

The parameters that you define must be in the same order as parameters in the data model. For example, the data model has parameters in this order:

  • P_START_DATE

  • P_END_DATE

  • P_CURRENCY

You create parameters as follows:

  • Start Date

  • End Date

  • Currency

Defining Parameters: Job Definitions

To define parameters while creating or editing job definitions:

  1. On the Manage Job Definitions page, open the Parameters sub tab.

  2. Click Create.

  3. Enter the parameter prompt that users see when they submit the scheduled process.

  4. Select a data type and configure how the parameter and the data entered are displayed, as described in this table.

    Data Type Fields

    Boolean

    Select this if you want the parameter to be a check box.

    Select True or False to determine if the check box is selected or not.

    Date or time

    Select Date and time or Date only option.

    Select a value from the Default Date Format.

    Number

    Select a Number Format.

    Select Left or Right for data alignment.

    String

    Select a Page Element.

    Select Text box if you want the user to provide a text.

    Select Choice list if you want a list with limited options (maximum 10).

    Select List of values if you want a list with unlimited options with a search facility.

  5. Select the Read Only check box if you don't want to enable users to set this parameter. When a parameter is set as read only, the user is required to provide a default value to be passed to the job definition.

  6. If you select list of values or choice list page element, select a List of Values Source and an Attribute. Use the list of values sources from the Manage List of Values Sources tab. Don't define lists of values in the data model that the report is using.

  7. From the list of available attributes, select the attributes you want to appear in the list and move them to the selected attributes section. These attributes determine the values that the user can see.

  8. Define a Default Value for the parameter.

  9. In the Tooltip Text field, provide additional information for the user to follow.

  10. Select the Required check box if users must set this parameter to submit the scheduled process.

  11. Select the Do not Display check box if users should not see this parameter while submitting the process.

  12. Click Save and Create Another or Save and Close.

Dependent Parameters

The attributes of some parameters depend on the attributes or values of certain other parameters. The attributes of a parameter would change if the value of its dependent parameter changes.

For example, you have three parameters, namely Country, State and, City. In this case, the value of the Country parameter would determine the values available in the State parameter. The values in the State parameter would determine the values available in the City parameter.

Set Up Reports for Scheduling

You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work area and panel tab, then you need to configure properties for the corresponding reports.

Enabling a Report for Scheduling

  1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.

  2. Click Properties.

  3. In the General tab in the Properties dialog box, enter the field values as shown in this table and then click OK.

Field Value

Enterprise Scheduler Job Package Name

Enter the path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

Enter the job definition name (not display name), for example: ABCDEFG

You can schedule Analytics, dashboard pages, and briefing books to run when you need them. You can also schedule other automated tasks, for example to deliver results to specific recipients, send notifications, or to generate a list of changes implemented today using the CURRENT_DATE repository variable. You create what's called an agent to set this all up for an analysis, dashboard, or briefing book. The agent itself is saved as an object in the business intelligence (BI) catalog. Once run, analyses and other objects persist for four years.

Create an Agent

  1. Open the Reports and Analytics work area or the Reports and Analytics panel tab if available in other work areas.

  2. Click Browse Catalog.

  3. Click the New icon and, from the Actionable Intelligence section, select Agent.

  4. Make sure you enter information on the Delivery Content tab to specify the analysis, dashboard page, or briefing book to run. Browse for the analysis, dashboard page, or briefing book, which must be specified to generate an attachment.

  5. Click the Save this Agent icon and save it in My Folders.

Reports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results to specific recipients or send notifications. You submit a report with the schedule and criteria for other automated tasks defined.

If a report is set up as a scheduled process, you submit the process as you would any scheduled process. You can schedule them from:

  • Any work area where there is a link to the report.

  • The Scheduled Processes work area, where you can submit all processes that you have access to.

  • The Reports and Analytics work area or panel tab, if the report is set up for submission from there.

Submitting a Report or Scheduled Process

Follow these steps:

  1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas where you can find the report.

  2. Click the name of your report.

  3. Click Schedule if the option is there. The report is set up as a scheduled process.

    1. Enter any parameters to avoid unnecessarily large results.

    2. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), or define criteria for sending notifications.

  4. If you don't see Schedule, then click View.

    1. Click the Actions button for the report and select Schedule.

    2. Enter information similar to step 3.