Oracle Applications 11i Reports

2

Topics

Reporting Tools Reporting Tools for Oracle Applications Oracle application with Reports 6i Character/Bitmapped Reports Building a Report Report Registration Process in OA Usage of User Exits

3

Reporting Tools

Many organizations struggle with the question – What is the best applications reporting solution for its requirements?

4

Reporting Tools

Decision Making

Type of Reporting tool, Which satisfies the Reporting Needs of organization.

5

Reporting Tools

Following Points influence in Decision Making:

Different User communities with potentially Different Information accessing the same Information Source.

The version of Oracle Applications. Expertise in User Community. Level of Technical Support.

6

Reporting Tool Selection Plan

Reporting Tools

7

Reporting Tools

Understanding the User Audience

8

Reporting Tools

Determine Appropriate Tool Category.

Ensure that the selection process (mentioned in the previous slides) does not overlook business requirements that are not met by reports 6i, XML Publisher, BIS and discoverer.

Oracle Reporting Tools (Major).

Oracle Reports. Oracle XML Publisher Oracle Discoverer. Oracle’s business intelligence suite (BIS).

9

Scope

Oracle Reports 6i

The Scope of this presentation is

10

Reporting Tools for 11i

Oracle Reports6i

Oracle reports is an enterprise reporting tool that allows organizations to build and publish high quality, dynamically generated reports.

Most often reporting consists of multiple queries within a single report that may span across several functional areas.

Oracle reports fits into this reporting category where reporting tends to answer questions like daily sales, current available inventory against today’s sales reservations etc.

These are real-time reports accessing the production database directly.

11

Reports 6i

Character Mode ReportsCharacter mode reports run faster. Following are the Pre requisites for designing a report in character mode

Set the Reports Design in Character Units property to ‘yes’

Set the report width and report height For Landscape 132 or 180 as width and 66 as

heightFor Portrait 102 as width and 85 or 116 as height

12

Oracle Apps11i With Report 6i

In the properties of the mode system parameter set the initial value field to character.

In the layout editor’s view menu: switch grid snap on, and in options ~ ruler settings set the number of snap points per grid spacing to one.

Don’t use objects that are not consistent with character mode output e.g. images, colors , drawings, italics, ellipses, diagonal lines, drill down buttons, multimedia etc.

13

Oracle Apps11i With Report 6i

Bitmap Reports

Bitmap reports are used for generating either PCL or Postscript type Reports.

These reports use different fonts or incorporate graphics images into a report.

We can also build reports of type PDF, but these are set up differently and are not bitmap reports.

14

Oracle Apps11i With Report 6i

Following are the Pre requisites for designing a report in Bitmap mode

Go to reports designer, under data model, open up the system parameters, right click on DESTYPE and select properties, enter printer as the initial value and click OK.

Right click on MODE and select properties enter BITMAP as the initial value and click OK.

15

Oracle Apps11i With Report 6i

Character Mode Bitmap Mode

Output uses Fixed Font Output uses Proportional Fonts.

Font type, size, or style does not hold any meaning.

Font type, size, or style does hold meaning

Object gets mapped exactly to a set of character-cells without any overlapping

Objects gets mapped with overlapping.

Differences Between Character and Bitmap Report

ReportQuery

PL/SQL LibraryTemplate

SELECT...

FROM...

Report Builder Modules

Data & Layout

Report Level Objects

ParameterForm

DataModel

LayoutModel

Properties TriggersPL/SQLprogram

units

Report

DataModel

QueriesDatalinks

Groups

ParametersColumns

Columns

Data Model Objects

Layout Model Objects

Frames BoilerplateRepeating

framesFields

OLE2

LayoutModel

Parameter Form Objects

ParameterForm

Fields Boilerplate

Report File Types

Type

.rdf

.

Description

Full report definition

(includes source code and comments)

Modifiable through Builder

Binary, executable

Tabular Report

Employee List

Emp No Name Salary

Master Detail Report

Department Name

Emp Name Salary

Department Name

Department Details

Emp Name Salary

Matrix Report

Job Title

Dept No

Department Salaries

Creating a Tabular Report

• Wizard Pages

• Report Style

• Query Type

• Data Query

• Fields

• Totals

• Labels

• Template

Query Builder

Building a Query

Additional Default Layout

Selecting Fields to Display

Summaries and Labels

Select a Report Template

View the Report Output

Saving the Report

Abc.rdf xyz.rdf

File Save As

File—>Save

Live Previewer

1 2

3

4

Data Model

Group Hierarchy

1

2

Using Data Links

Deptno Dname

10 ACCOUNTING

20 RESEARCH

JONES

SCOTT

20

20

Ename Deptno

Dept.deptno=Emp.deptno

Dept

Emp

Creating a Column-to-Column Link

Create a Column

What type of value? Choose the correct column tool

What frequency? Create in a group or at report level

CP_1

CP_1

Data Model Columns

1

2

43

5

Summary Column

Specific properties: Function Source Reset At

Datatype depends on Source Datatype

Formula Column

Performs a user-defined computation Executes a PL/SQL function Must return a value Can be Character, Number, or Date Returned value must match datatype

function CF_Total_salFormula return Number isbegin return(:sal+nvl(:comm,0));end;

Placeholder Column

An empty container at design time

Populated by another object at run time Before Report trigger Formula column at report

level Formula column in same

group or below placeholder

CP_1

CF_1

Populating Placeholder Column

User Parameters

Restrict values in a WHERE clauseSELECT EMPNO,ENAME,JOB

FROM EMP

WHERE DEPTNO = <a value>

Substitute any part of a SELECT statement

SELECT EMPNO,ENAME,JOB

FROM EMP

<a where clause>

Substitute a single column or expression

SELECT

FROM EMP

<a column/expression>

Creating a User Parameter

Referencing Parameters

In Report Query Bind reference replaces a value:

:parameter_name Parameter object may be created by default

Lexical reference replaces a clause: &parameter_name Parameter object may be created by default

Using Bind References

SELECT empno, ename,job

FROM emp

WHERE deptno = :dept_id

Restrict values in a WHERE clause

Using Lexical References

Use to Substitute any part of the query

SELECT empno,ename,jobFROM emp&P_WHERE_CONDITION&P_ORDER_BY

Note: Ensure that the number of values and datatypes match at runtime

Layout Model - Different Sections of Report

Main section

Page 1 of 1

EmployeesReport

Header section

End of report Trailer section

Layout Objects

The tool palette contains: Standard GUI drawing tools Frame, repeating frame, field objects Other layout objects

Drawing Tools

Text

Repeating FrameLink File

ButtonOLE2 object

Frame

FieldChart

Anchor

Additional Default Layout

Layout Object Properties

Objects with common properties: Frames Repeating Frames Fields Boilerplate Objects

Some common properties affect: Sizing Pagination Frequency of display

Sizing Objects

Elasticity

Layout icons

Vertical Horizontal

fixed

expand

contract

variable

Print Frequency

Print Object On = All Pages Base Printing On = Enclosing Object

Employee Report Employee Report

-1-

Employee Report

-2-

Employee Report

-3-

PL/SQL Triggers in Reports

• Describe the different types of triggers• Describe sample uses of triggers• Write and reference common code• Create a PL/SQL library

Types of Triggers in Reports

Report Level:

Five triggers Report Triggers node in Object Navigator

Layout:

Format trigger on most objects

Trigger Code

TrueFalse

CharacterNumber

Date

Before Parameter Form

After Parameter Form

Before Report Between pages After Report

Sequence of Firing

Using Report Triggers

After Parameter Form Example : Build Dynamic Where Clause

SELECT empno,ename,job,sal,deptnoFROM emp&P_WHERE_CLAUSE

function AfterPForm return boolean isbegin IF :p_dept_id is null then :p_where_clause:=''; ELSE :p_where_clause:='where deptno=:p_dept_id'; END IF; return (TRUE);end;

Using Layout Triggers

Format triggers: Exist on most layout objects Can suppress an entire layout section (master group

frame): No records fetched Can suppress the display of individual records (repeating

frame): All records fetched

Writing Common Code

At Report level: Object Navigator, Program Units Menu: Program—>PL/SQL Editor

In a library: Object Navigator, PL/SQL Library File—>New: Create new library File—>Open: Add to existing library Attach library to report

Report Builder Built-in Package

• Describe the package contents• Output messages at run time• Execute a drill-down report• Create and populate temporary tables• Modify visual attributes dynamically

SRW Package

Standard Report Writer Package A collection of PL/SQL constructs that contains many

functions, procedures, and exceptions You can reference in any of your libraries or reports.

Note: You cannot reference constructs in the SRW package from another product, e.g., from SQL*Plus.

Contents of SRW Package

SRW.SET_BOOKMARK

SRW.SET_ATTR

SRW.DO_SQL

SRW.RUN_REPORT

SRW.REFERENCE

SRW.SET_MAXROW

SRW.MESSAGE

SRW.PROGRAM_ABORT

Displaying Messages

Warning

WHEN <exception> THEN SRW.MESSAGE(999, 'Warning: An error occurred in report');

Error

WHEN <exception> THEN SRW.MESSAGE(999, 'Error: Table creating failed.’);

Performing SQL Statements

Example

SRW.DO_SQL('CREATE TABLE LOG_TABLE(USER_NAME VARCHAR2(40), DATE_EXEC VARCHAR2(11)' );

SRW.DO_SQL('INSERT INTO LOG_TABLE(USER_NAME,DATE_EXEC) VALUES(:P_USER_NAME,sysdate)');

SRW.DO_SQL_FAILURE

Exception

68

Oracle reports provides a suite of PL/SQL procedures in the SRW package. The user_exit procedure in this package allows you to call user exits (pro C routines) and oracle apps reports use quite a lot of these calls. The user exits available in oracle reports are:

—FND SRWINIT—FND SRWEXIT—FND FLEXIDVAL—FND GETPROFILE & FND PUTPROFILE.—FND calculate.—FND FORMAT_CURRENCY

Usage of User Exits

69

FND SRWINIT

Sets your profile option values and allows oracle application object library user Exits to detect that they have been called by a oracle reports program.

You always call FND SRWINIT from the before report trigger as follows:

SRW.User_exit('FND SRWINIT');

This user exit is important, where, in a multi-org environment to ensure your report displays data from the user’s organization.

Usage of User Exits

70

FND SRWEXIT

Ensures that all the memory allocated for application object library user exits has been freed. Up properly.

You always call FND SRWEXIT from the after report trigger as follows:

SRW.USER_EXIT('FND SRWEXIT');

Usage of User Exits

71

FND GETPROFILE & FND PUTPROFILE.

These user exits let you retrieve and change the value of a profile option.

FND calculate.

Use this routine to calculate the result of an unlimited number of operands and operators.

Usage of User Exits

72

FND FLEXSQL

This user exit can be called to create a SQL fragment.

Used by the report to tailor the SELECT statement that retrieves flexfield values.

This fragment allows you to SELECT flexfield values or to create a WHERE, ORDER BY, GROUP BY or HAVING clause to limit or sort the flexfield values returned by your SELECT statement.

The flexfield columns defined in the report should be of data type CHARACTER even though the table may use NUMBER / DATE.

Usage of User Exits

73

FND FLEXIDVAL This user exit is called to populate fields for display. Pass the

key flexfield data retrieved by the query into this user exit from the formula column and the display values and descriptions and prompts by passing appropriate token.

FND format_currency

This user exit formats the currency amount dynamically depending upon:The precision of the actual currency value.The user's positive and negative format profile optionsThe location (country) of the site : The location of the site

determines the thousands separator and radix to use when displaying currency values.

Usage of User Exits

74

Ensure you have required parameters.Ensure that the following parameters are defined using the oracle reports parameter screen, these will be used in the user exit calls and SQL statements.

P_CONC_REQUEST_ID.You always create this lexical parameter. "FND SRWINIT" uses this parameter to retrieve information about this concurrent request.

P_MIN_PRECISION.You reference this lexical parameter in your FND FORMAT_CURRENCY user exit call.

P_FLEXDATA Character 600-6000

P_STRUCT_NUM Character15 Initial value = 101

Usage of User Exits

75

Report Registration Process in OA

Report Deployment.

Typically the report will be developed on a PC, so when it is ready to test in the oracle applications environment, you must:

Upload your .rdf file to the server box, ensure file is uploaded properly. If the .rdf is not properly not uploaded the report will fail with a signal 10 error.Place the .rdf file it in the correct directory.

Each product (eg. GL, AP etc) will have a directory structure and you will need to place the report in the report sub-directory of the appropriate product. Typically the directory structures will have names like ONT_TOP and are relatively easy to identify. You should always place your custom reports in “mod” directories.Ensure your report has the appropriate file permission’s which allow the oracle concurrent manager to execute it (using chmod etc).

76

Register your report within oracle applicationsNavigate to application developer responsibility after logging in to Oracle Applications

Report Registration Process in OA

77

Concurrent executable

Report Registration Process in OA

78

Identify the report to the AOL layer.The execution file name is the operating system file name

(without the extension) The application field tells the AOL layer where to look for

this file.

Report Registration Process in OA

79

Concurrent Program

Report Registration Process in OA

80

This step sets up the report so it can be submitted by the concurrent manager, identifying parameters which must be passed etc. The Executable Name field is the link to the previous step. The Program name field and Description will appear in the List of Values users see, so they should be functionally descriptive.

Report Registration Process in OA

81

Request Section MLS Function

The Multilingual Concurrent Request feature allows a user to submit a request once to be run multiple times, each time in a different language. If this program utilizes this feature the MLS function determines which installed languages are needed for the request.

Use in SRS Run Alone Enable Trace Allow disabled values Restart on system failure

Report Registration Process in OA

82

Output Section Format Save Print Columns Rows Style Style Required Printer

Report Registration Process in OA

83

Oracle Reports Parameters.Use the Parameters button to open the window shown below and define the parameters that the report should prompt the user for. Notice that the Token field links the parameters you list here to the parameters which your report is expecting. It is not case sensitive.

Report Registration Process in OA

84

Concurrent manager passes program arguments to your.

Oracle reports program using tokens (so that their order does not matter), you should write your program to receive arguments in the same order that you specify when you call your program and pass arguments for easier maintenance.

Oracle reports program parameters should not expect NULL.

Values. The concurrent manager cannot pass a NULL value to your program.

Tip :It is always suggested to start the parameter sequence from 10 and increment by 10 or as desired.

Report Registration Process in OA

85

If your report should not be run at the same time as any other report or process (perhaps even itself) then use the Incompatibilities button to open the window shown below and identify them.

Report Registration Process in OA

86

Copy the report

Copy

Report Registration Process in OA

87

Add your report to the appropriate request groups.This is usually performed by the (functional) system administrator however you may need to do it in the test environment at least.

Using the system administrator responsibility, Menu path: Security Responsibility Request.

Report Registration Process in OA

88

Reports are made available to users by adding them to the Request Group assigned to a Responsibility which in turn is assigned to users. This effectively makes your report appear in the List of Values which the user sees in the Standard Report Submission screen.

In the top half of the screen, query back the Request Group to which you wish to add your report and then in the lower half of the screen create a new record, select your report name and save.

Report Registration Process in OA

89

FND Packages

Concurrent Program and Request Set Loaders

FND_Program and FND_Request Used to programmatically create:

Concurrent executables Concurrent Programs Parameters for Concurrent Programs Concurrent Request Sets

Recommended when maintaining multiple instances (i.e. development, test, production)

90

FND Packages

FND_Program Functionality

Most procedures correspond to functionality provided by System Administration forms:

Others allow for checking for the existence of programs and components, and deleting existing programs and components

Use FND_Program.Message to display error messages.

FND_ProgramProcedure

Corresponding System AdministrationWindow

Executable Concurrent Program ExecutableRegister Concurrent ProgramParameter Concurrent Program ParametersIncompatibility Incompatible ProgramsRequest_Group Request Groups, master regionAdd_To_Group Request Groups, Requests region

91

FND Packages

Register an Executable:

Package Name: FND_PROGRAM

Procedure Name: EXECUTABLE

BEGIN FND_PROGRAM.EXECUTABLE

( executable => 'KKG_LST_OF_CNTRCTS', application => 'KKG Custom Application', short_name => 'KKG_LST_OF_CNTRCTS', description => 'KKG List Of Contract Report', execution_method => 'Oracle Reports', execution_file_name=> 'KKG_LST_OF_CNTRCTS');

END;

Example :

FND Packages

93

FND Packages

Register Concurrent Program: Package: FND_PROGRAM

Procedure: REGISTER

Parameters:

94

FND Packages

BEGIN FND_PROGRAM.REGISTER

(Program => 'KKG List Of Contract Report', Application => 'KKG Custom Application', Enabled => 'Y', Short name => 'KKG_LST_OF_CNTRCTS', Description => 'KKG List Of Contract Report', Executable_short_name => 'KKG_LST_OF_CNTRCTS', executable_application => 'KKG Custom Application', Save_output => 'Y', Print => 'N', Cols => NULL, Rows => NULL, Style => 'Landwide', Style_required => 'N', Printer => NULL, Output_type => 'Text', Use_in_srs => 'Y' , Nls_compliant => 'Y', Mls_function_short_name => NULL, Mls_function_application => NULL);

END;

Example :

95

FND Packages

Assign a Program to a Request Group:Package: FND_PROGRAM

Procedure: PROGRAM_ADD_TO_GROUP

BEGIN FND_PROGRAM.PROGRAM_ADD_TO_GROUP (Program_short_name => 'KKG_LST_OF_CNTRCTS' , Program_application => 'KKG Custom Application' , Request_group => 'All Reports' , Group_application => 'Oracle Payables' );END;

Example :

96

FND Packages

Register value sets for the concurrent program Package: FND_FLEX_VAL_API

Procedure: CREATE_VALUESET_TABLE

Parameters:

97

FND Packages

BEGIN Fnd_flex_val_api.create_valueset_table ( Value_set_name => 'KKG_SUPPLIER_SITE',

description => 'Supplier Sites for KKG List Of Contract Report',

Security_available => 'N',Enable_longlist => 'N',Format_type => 'Char',Maximum_size => '150',Precision => NULL,Numbers_only => 'N',Uppercase_only => 'N',Right_justify_zero_fill => 'N',Min_value => NULL,Max_value => NULL,Table_application => 'Oracle Purchasing',Table_name => 'PO_VENDOR_SITES',Allow_parent_values => 'N',Value_column_name => 'VENDOR_SITE_CODE||''~''||

ATTRIBUTE1',Value_column_type => 'Varchar2',Value_column_size => '150',Meaning_column_name => 'VENDOR_SITE_CODE||''~''||

ATTRIBUTE1',Meaning_column_type => 'Varchar2', Meaning_column_size => '150',Id_column_name => 'VENDOR_SITE_CODE||''~''||

ATTRIBUTE1',Id_column_type => 'Varchar2',Id_column_size => '150',Where_order_by => 'where rowid in (select max

(rowid) From PO_VENDOR_SITESGroup by VENDOR_SITE_CODE||''~''||ATTRIBUTE1)',Additional_columns => NULL);

END;

Example :

98

Tips

Report in Microsoft excel.

A character mode report that saves its output to a file with an extension of .Csv, will automatically be recognizable by MS excel.

Beware of traps when modifying existing reports!If you are modifying an existing report, you begin by FTP’ing it up to your PC and opening it in the reports designer there. Very often the report will give you error messages about missing packages. The messages should give you the name of the packages and you will be able to find them in the plsql subdirectory of the application to which the report belongs on the server side.

99

Definitions

APPS schema. An ORACLE schema that has access to the complete oracle applications data model. Standard report submission (SRS).

The procedure to submit a background report to the concurrent manager using SRS is the same regardless of the product that owns the report. SRS takes advantage of shared flexfield value sets.Custom reports can be integrated into standard report submission so that they can be submitted and monitored using the same procedures as other oracle applications reports. Developers can set up certain menus and responsibilities to access custom reports or standard objects.

Repeating frames Repeating frames are used to display the rows of data that are retrieved for a group. Thus, they "repeat" until all the data is retrieved.

FramesFrames are used to keep layout objects together and can be used to protect layout objects from being overwritten by repeating frames at runtime.

Fields Fields define how columns appear in a report, such as the format of currency amounts and dates

Anchors Anchors are used to determine the relative positioning of one object to another in a report. The anchor attaches the anchored object, or child, to an anchoring object, or parent.

Questions??

Thank You