How to display Fusion BIP Report/ Dashboard on Spring Board in Oracle Cloud

First of all, we will create sandbox

Navigator Menu à Configuration à Sandboxes

New page will open

Click button à Create Sandbox

New screen will display

  

Enter name and description (Option field) 

Activate below active tools 

Click on button create or create and enter.

Note: If create and enter button is not existing then you will have another button called Active Sandbox to activate the sandbox.

You can see the sandbox on top of your page.

Now again click on Navigator Menu à Configuration à Structure

 

New Screen will appear

Click on dropdown Create or create page group or page entry. We will first create the group and add page enter under the group. 

Create à Create Group

Press button à Save and Close/ Save and continue

New Screen will appear

Create à Create Page Entry

 

 

Press Button à Save and Close 

It is time to publish the sandbox but it needs to test the sandbox before publish 

Navigator Menu à Custom Receivables Reports à Customer Transaction Report

Click on report link to view, if you get required report / dashboard then publish the sandbox.

Role Configuration and Business Intelligence Navigation in Oracle Fusion

   Navigator Menu --> Tools -> Security Console --> Click to open   

     Create Role for Report as  

Click on button --> Create Role --> Fill the form as  

Role Name:      XXDEMO_BI_ROLE

Role Code:      XXDEMO_BI_ROLE

Role Category:  BI - Abstract Role  

Press Button --> Next  

Click on Button --> Add Function Security Policy  

New page will open   

Search --> Manage Reports and Analytics

Press Button --> Add Privilege to Role  

Press OK & Close the window.  

Press Button --> Next  

There is no any security so press button --> Next  

Now in Role Hierarchy  

Click Button --> Add Role  

Search for  --> BI Administrator Role  

Press Button --> Add Role Membership  

Press Button Cancel to close the page.

Press Button --> Next  

Click button --> Add User  

Search user --> BI.Administrator  

Press Button --> Next  

Press Button --> Save and Close    

To verify the user  

Click on user menu --> Search user --> BI.Administrator  

Click on search button -->When user appears then click on user to open hyper link

Press Button --> Done.

Click on Navigator --> Tools --> Schedule process --> Click

--> Click on schedule New Process --> Search --> Retrieve Latest LDAP Change

Press Button --> OK

New Window will appear --> Press Button --> Submit

How to create Master Detail Report in Oracle Fusion Business Intelligence using single dataset

 New --> Data Model --> Properties --> Data set --> Diagram --> Click on Plus icon

SQL Query

Name: cust_master_detail_qry

Data Source: ApplicationDB_FSCM

Type of SQL: Standard SQL

SQL QUERY:

select rctla.interface_line_attribute1 so, rctla.customer_trx_line_id, rctla.customer_trx_id cust_id, rctla.line_number, rctla.inventory_item_id, rcta.trx_number, rcta.customer_trx_id  from a_customer_trx_lines_all rctla, ra_customer_trx_all rcta where rctla.customer_trx_id = cta.customer_trx_id order by 1 asc

Press Button --> OK

Now we will view the data either query is returning any data or not.

Click on Tab --> Data --> View --> Table View 

Now we will change default display name to custom display name

Click on Tab --> Structure

Change display name as

TRX_NUMBER --> Transaction No.

CUSTOMER_TRX_ID --> Customer Transaction Id

INTERFACE_LINE_ATTRIBUTE1 --> SO

CUSTOMER_TRX_LINE_ID --> Customer Transaction Line Id

CUSTOMER_TRX_ID --> Customer Transaction Id

LINE_NUMBER --> Line Code

INVENTORY_ITEM_ID --> Inventory Item Code

Press Button --> Save

Name: Cusomter_Master_Detail_single_dataset_DM

Press Button --> OK

G_1 --> trx_customer --> click on settings icon --> Group By

Any additional column we will drag and drop in grouped section.

Now we will drag and drop the columns --> Customer_trx_id 

Click on Button --> Save as Sample Data

New Window will appear --> Press Button --> OK

Now we will create report

Click on Button --> Create Report --> New Dialog will display --> Press Button --> Cancel 

New Window will appear to confirm --> Press button  --> OK

Click on button Search to Get required Data Model --> Cusomter_Master_Detail_single_dataset_DM

Now Press Button --> Generate RTF Template

Name: MyBusiness_Temp

Press Button --> Generate

Press Button --> Save

Name: Cusomter_Master_detail_Layout 

Press Button --> OK

Click on Button --> View Report

Now we will download the template and will edit as per required format

New window will appear --> Press hyper link --> Edit

It will download the template

Open the template in MS word and edit it as you required.

Now go back to template

Press Button Delete Template as we need to upload the altered RTF file

Catalog --> Cusomter_Master_detail_Layout --> Edit

New Window will appear --> Click on button --> Upload

New Dialog Box will appear and fill the below details

Layout Name: MyBusiness_Cust_Temp

Click on Button --> Choose File 

Type: RTF Template

Locale: English

Press Button --> Upload

Press Button --> Save

Now let us check the changes whether it impacted or not

Press Button -->  View Report.

That is it.

How to change Brand/ Logo using Sandbox

  How to change brand logo with our company logo   

    Click on login user (Fusion.Technical) --> Edit Page

   Click on --> Activate a sandbox.

    New Sandbox page will display

    Click on Button- --> Create Sandbox 

    Sandbox Name  : Change Logo SB

    Description :   

    Click on button --> Save and Close/ Create and Enter.

   Click on --> Menu Navigator Icon --> Configuration --> Appearance 

           Logo --> File --> Choose File --> Choose image from local path

           Action --> Save AS 

   Them Name : Oracle Symbol them

   Press Button --> OK

   Press Button --> Apply & Go to home page

  Now publish the Sandbox

Multi Data set Master Detail Report in Oracle Fusion Business Intelligence

 New --> Data Model --> Properties --> Data set --> Diagram --> Click on Plus icon

SQL Query

Name: Parent_query

Data Source: ApplicationDB_FSCM

Type of SQL: Standard SQL

SQL QUERY:

select rata.trx_number, rata.customer_trx_id 

  from ra_customer_trx_all rata

where rownum <=1

Press Button --> OK

Now we will view the data eithere query is returning any data or not.

Click on Tab --> Data --> View --> Table View (It should display only single record)

Now we will create new Data Model for child 

New --> Data Model --> Properties --> Data set --> Diagram --> Click on Plus icon

SQL Query

Name: Child_query

Data Source: ApplicationDB_FSCM

Type of SQL: Standard SQL

SQL QUERY:

select rctla.interface_line_attribute1, rctla.customer_trx_line_id, rctla.customer_trx_id,        rctla.line_number, rctla.inventory_item_id  from ra_customer_trx_lines_all rctla  

Press Button --> OK

Now drag and drop column customer_trx_id from master query over customer_trx_id column exists in child query. 

Now we let us view the data.

Click on Tab --> Data --> View --> Table View

Now we will change default display name to custom display name

Click on Tab --> Structure

Change display name as

TRX_NUMBER --> Transaction No.

CUSTOMER_TRX_ID --> Customer Transaction Id

INTERFACE_LINE_ATTRIBUTE1 --> SO

CUSTOMER_TRX_LINE_ID --> Customer Transaction Line Id

CUSTOMER_TRX_ID --> Customer Transaction Id

LINE_NUMBER --> Line Code

INVENTORY_ITEM_ID --> Inventory Item Code

Press Button --> Save

Name: Cusomter_Master_Detail_DM

Press Button --> OK

Click on Button --> Save as Sample Data

New Window will appear --> Press Button --> OK

Now we will create report

Click on Button --> Create Report --> New Dialog will display --> Press Button --> Cancel 

New Window will appear to confirm --> Press button  --> OK

Click on button Search to Get required Data Model --> Cusomter_Parent_child_DM

Now Press Button --> Generate RTF Template

Name: MyBusiness_Temp

Press Button --> Generate

Press Button --> Save

Name: Cusomter_Parent_child_Layout 

Press Button --> OK

Click on Button --> View Report

Now we will download the template and will edit as per required format

New window will appear --> Press hyper link --> Edit

It will download the template

Open the template in MS word and edit it as you required.

Now go back to template

Press Button Delete Template as we need to upload the altered RTF file

Catalog --> Cusomter_Parent_child_Layout --> Edit

New Window will appear --> Click on button --> Upload

New Dialog Box will appear and fill the below details

Layout Name: MyBusiness_Cust_Temp

Click on Button --> Choose File 

Type: RTF Template

Locale: English

Press Button --> Upload

Press Button --> Save

Now let us check the changes whether those changes impacted or not

Press Button -->  View Report.

That is it.