Configure Query-Based Rollup for a Visualization

Configure query-based rollup when you want a visualization to aggregate data from a specific set of shells instead of all sub-shells. By defining query conditions based on shell attributes, you can include only the matching projects, programs, buildings, or other shell types that are relevant to the visualization.

For example, you can roll up data from projects that belong to a specific program or from buildings that meet defined criteria.

For each attribute condition, you can select a Constant or Dynamic value type. A Dynamic value uses a data element (DE) from the current shell and resolves when the visualization is displayed. This enables one rollup configuration to work across multiple shells without hardcoding a program, project, or other shell-specific value.

Dynamic query conditions can be exported and imported in configuration packages and add-on packages. The destination environment must contain the required shell types and DEs. If a referenced current-shell DE is unavailable in the destination, Unifier clears the Current Shell Data Element value rather than deleting the condition.

Prerequisites

Ensure that:

• The visualization uses Standard Data Sources.
• You have the required permissions to administer at the company or project level.
• The visualization properties have been set up as outlined in Edit Visualization Properties.
• You know the shell type and attribute filters that you want to use.
• To use Dynamic values, ensure that the following criteria are also met:
  • The current shell type includes the DE that you want to use as the Dynamic value.
  • The target shell type includes the DE that you want to evaluate.
  • If you plan to use a shell template, ensure that the selected current-shell DE is available in every shell that will receive the template.

Limitations

• You can define up to 5 query condition groups across shell types.
• You can define up to 10 attribute conditions within a shell type.
• Conditions within a shell type use AND or OR logic. Query-condition groups across shell types are always combined with OR logic.
• When you select a current-shell DE that might not be available in every target shell, the system displays this warning: Selected Dynamic Data Element may not be available in every target shell.
• If a referenced DE is removed from a shell design, Unifier ignores the affected condition until you open Rollup Configuration. At that time, the system displays required-field validation.
• If a shell type is made inactive after conditions are configured and you do not revisit Rollup Configuration, Unifier ignores conditions for that shell type in User mode.

Procedure

To configure query-based rollup for a visualization:

1. Sign in to Unifier with project or shell administration credentials.
2. Go to the project or shell tab, and switch to Admin mode.
   For example, select the Vision Corporation tab.
3. In the left Navigator, select Setup, and then select Visualizations.
4. In the Visualizations log, select and open the visualization that you want to configure, and then complete the following steps:
   1. From the Action menu, select Edit Properties.
   2. From the Data Rollup list, select Query-Based Shells.

      Note:

      If the visualization rolls up data from shells that use different currencies, you can configure the visualization to use the appropriate amount fields. Oracle recommends using Base Currency amount fields for multi-shell rollups. Base currency amount fields are available for Cost Sheet, Cash Flow, and Business Process (BP) data sources. BP amount fields can use the base currency rate or the project currency rate.
   3. Select Update.
5. In the Visualizations log, from the Action menu, select Rollup Configuration for the same visualization.
6. If you are configuring query-based rollup for the first time, select Add Query Condition.
7. Define the query condition.
   1. In the required Name field, enter a unique name that identifies the condition. By default, the name is Query Condition 1.
   2. From the Shell Type list, select the shell type to include in the data rollup.
      For example, select Programs, Projects, or Buildings.
      The Shell Type list includes the current shell type as well as other active shell types.
   3. From the logical operators list next to of the following conditions, select one of the following options:
      • To include only results that satisfy all conditions, select All.
      • To include only results that satisfy at least one condition, select Any.
   4. From the Data Element list, select the DE in the target shell type to evaluate.
   5. From the Condition list, select a condition operator, such as Is, Equals, or Contains.
      For a Between condition, specify the Minimum and Maximum values.
   6. Select a Value Type:
      • Select Constant, and enter a fixed value.
      • Select Dynamic, and then select a DE from the Current Shell Data Element list. The list displays DE labels from the current shell context.

        Note:

        Existing constant-value conditions continue to work without changes. You can change a condition between Constant and Dynamic in the same configuration.
8. (Optional) Perform any of the following actions:
   • To add another condition to the current query condition, select Add Condition (+), and then repeat steps 7d through 7f.
   • To remove a condition, select Remove Condition.
   • To preview the query results, select Preview. For Dynamic conditions, the system resolves the selected current-shell DE in the current shell context and displays only the matching shells.
   • To display the details for all query conditions, select Expand All.
   • To hide the details for all query conditions, select Collapse All.
9. After you finish configuring the query conditions, perform one of the following actions:
   • To save the rollup configuration, select Create or Update.
   • To discard your changes and return to the Visualizations log, select Cancel.

   Note:

   You can save query conditions that use Dynamic values in a shell template. When you apply the template to multiple shells, each shell resolves the Dynamic value independently. No per-shell reconfiguration is required.

How Dynamic Values Work

At runtime, the system retrieves the value of the selected current-shell DE, substitutes that value into the query condition, and returns matching target shells.

For example, configure:

• Target data element: Projects / Program Name
• Condition: Is
• Value Type: Dynamic
• Current Shell Data Element: Program Name

When the visualization is displayed in a shell whose Program Name is Healthcare Expansion, the rollup includes only projects whose Program Name is Healthcare Expansion.