How can I create drill-down action links in real-time analysis reports to project cost transaction details?
Drill-down action links (also called deep links) in Oracle Transactional Business Intelligence (OTBI) enable you to easily navigate from an OTBI analysis to specific details, where you can review or edit them, depending on your access permissions.
To create drill-down action links (also called deep links) to project cost transaction details, you must create an analysis in OTBI and then add actions to analyses. For additional information, see Deep Links for Project Management in the Creating and Administering Analytics and Reports for Project Management guide.
- Users who use deep links in their report must have access to the OTBI analysis as well as to the page that the deep links you create will open.
- You can reuse the same action link for other analyses that you build if you want to navigate to the same page using the same column. When you assign this action link to a column in a report, you can specify that the action link must be available for all reports by selecting the appropriate Save as Default option on the Interaction page.
Here's an example of how you can create deep links to perform drill down to project cost details from OTBI real-time analyses.
Example: Create Deep Links to Project Cost Details from OTBI Real-Time Analyses
To create deep links to project cost details from OTBI real-time analyses:
- Create a Project Costing - Actual Costs Real Time analysis. Navigate to OTBI, click Create > Analysis, and select the subject area associated with your analysis. In this instance, you're looking to create an analysis of project costs in your system, and you select Project Costing - Actual Costs Real Time.
-
From the Subject Areas list on the left, click and drag columns that you want to include in your analysis. In this instance, you select at least Transaction Number because you want to create a deep link to associated project cost details using the transaction number. Add other columns as required.
For more details on creating an analysis in OTBI, see Create and Modify Analyses and Dashboards in the Creating and Administering Analytics and Reports for Project Management guide. Also, see Create Analyses in the Creating Analyses and Dashboards in Oracle Transactional Business Intelligence guide.
-
Associate actions with Transaction Number values.
In this instance:- Create an action link populating this URL: https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ExpItemId=@{2}&action=@{3}&returnApp=@{4}&returnAppParams=PortalGo%26path=/users/@{5}/@{6}. When you create the action link, replace 'hostname' in this URL with the name of your environment.
- If you choose to not use the return icon, remove lines 4 through 6. Your URL should now look like the following: https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ExpItemId=@{2}&action=@{3}.
-
Use the following action link details:
OTBI Analysis Action Link Details
Name Prompt Type Value Fixed Hidden Optional 1 Object Type Value EXPENDITUREITEMDETAILS X X 2 Expenditure Item Id Column Value "Expenditure.item"."expenditure.item" X X 3 Action Value EDIT X X 4 returnApp Value AnalyticsApp X X 5 Logged in User Session Variable USER X X 6 Report Name Value Langone Medical Center ** X X ** Update parameter 6 to the name of the report you created.
- Register the analytics application, (e.g. AnalyticsApp) as a
third-party application in Fusion using Setup and
Maintenance > Manage Setup Content > Manage Integration of
Additional Applications under Topology Definition.
For more details, see the Registering Business Intelligence to
Support Deep Linking topic in the Creating and Administering
Analytics and Reports guide.
You need to register the analytics application only if you choose to use the Return button back to your original OTBI report.
Create Deep Links to Project Details from OTBI Real-Time Analyses
You can similarly create deep links that allow authorized users to navigate from an OTBI report containing project contract billing information to view a specific invoice or billing event in the application. All the steps remain the same as above, except for the parameters that you must use for the action:
Deep Link Parameters for Project Invoices
Name | Prompt | Type | Value | Fixed | Hidden | Optional |
---|---|---|---|---|---|---|
1 | Object Type | Value | PROJECT_INVOICES | X | X | |
2 | Object Key | Value | InvoiceId | X | X | |
3 | Invoice ID | Common Value | "Invoice details"."Invoice ID" | X | X |
Deep Link Parameters for Project Billing Events
Name | Prompt | Type | Value | Fixed | Hidden | Optional |
---|---|---|---|---|---|---|
1 | Object Type | Value | INV_BILLING_EVENTS | X | X | |
2 | Object Key | Value | eventId | X | X | |
3 | Event ID | Common Value | "Event details"."Event key" | X | X |