Identify three types of modifications you can make to a report in layout view.
This chapter contains the following topics: Show
4.1 Introduction to Modifying One View ReportsThe Manage Reports selection on the One View menu enables you to modify reports in various ways. Depending on what you want to change, the modifications are made in either JD Edwards EnterpriseOne or in Oracle BI Publisher. These are some changes you might want to make:
Except for changing the output format, the procedures to modify reports differ for shared and personal reports. Shared and Personal Reports Before modifying a report, you first must decide whether the modifications are personal preferences or whether they are applicable to the entire organization. If other people in the company are copying a shared report and making similar changes, changing the shared report might be beneficial. The decision to modify a shared report could be based on whether the modifications will improve its value to the organization. Note: Oracle recommends that anytime you want to modify a report delivered by JD Edwards, you should copy the report to a new name and then modify the copy. By following this procedure, any modifications you make will not be overwritten if JD Edwards delivers an update to the report. The options for modifying reports are:
When you select a report from Manage Reports in the One View menu, a side panel appears. The side panel has a Layout tab and a Report Definition tab. The icons that appear on the Layout and Report Definition tabs depend on the security level of the user and whether the report is shared or personal. One View Reporting Security System administrators can set up security records by individual or by role to limit access for specific One View Reporting features by individual user or role. For more information about feature authorizations, see "Setting Up One View Reporting Feature Authorizations" in the JD Edwards EnterpriseOne Tools One View Administration Guide. 4.2 Finding Information About a One View Report (Release 9.1 Update)Information about each One View report is available on the side panel's Layout and Report Definition tabs. By clicking the About One View Report icon, you can view the One View application, version, and form on which the report is based. Additionally, the One View report information includes the report query ID, which you can use to add the report as a task to EnterpriseOne menus, EnterpriseOne Pages, and the shortcut launcher. See "Adding One View Reporting (OVRs) to EnterpriseOne Pages" in the JD Edwards EnterpriseOne Tools System Administration Guide. See "Creating Tasks in Web Client" in the JD Edwards EnterpriseOne Tools System Administration Guide. To find information about One View reports:
4.3 Modifying Personal ReportsBecause the changes you make to personal reports are available only to you, more options appear on the Layout and Report Definition tabs for personal reports than for shared reports. You create personal reports by copying an existing shared or personal report, or by adding a new report. To create personal reports from existing reports, copy either a shared or personal report to a new report with a different name. The copied report appears under My Reports in the One View menu. Report Naming Guidelines Follow these guidelines when naming reports:
4.3.1 Creating Personal Reports from Existing ReportsTo create a personal report from an existing report:
You can also add a completely new report that is not based on an existing report. For details, see Adding New One View Reports. 4.3.2 Layout Tab for Personal ReportsYou use report layouts to arrange objects, such as data items and columns, in a report template. A report can have multiple layouts, including those that you create yourself. If you want a personal report to become a shared report, you can promote it. If the promotion request is approved, the personal report becomes a shared report. The Layout tab enables you to select a different layout for a report, select row set options, and change the output format. The Edit Layout icon appears on the Layout tab for personal reports. Because you can change the report layout for personal reports without affecting other users, the Edit Layout icon appears on the Layout tab. This is an example of the Layout tab for a personal report: Figure 4-1 Layout tab for a personal report See Layout Tab for additional information about layout options. 4.3.2.1 Editing Report LayoutsYou use Oracle's BI Publisher Layout Editor to create and modify One View report layouts. The following examples show changes you might want to make to a report layout:
The following table shows the Edit Layout icon and describes how to use it:
To make other types of report modifications, such as adding or deleting columns from the data model, see Report Definition Tab for Personal Reports. 4.3.2.2 Modifying the Layout of Personal ReportsAccess a One View Reporting enabled form.
For more details, see "Editing Reports" in the Oracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher. 4.3.3 Adding Selection Criteria to the Report Layout of Personal Reports (Tools Release 9.1 Update 5)If you want to display the selection criteria used to get the report results, you can add this information on your report. Note: You must reserve the report before you add selection criteria to the report layout. In order for the selection criteria nodes to be available in Oracle BI Publisher Layout Editor, you must reserve the report at least once. Access a One View Reporting enabled form.
For more information, see "Editing Reports" in the Oracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher. 4.3.4 Adding a Report Warning to the Report Layout of Personal Reports (Tools Release 9.1 Update 5)When a user runs a report, the report displays data up to either the number of records specified in the Retrieve Record Count field or the system limit, whichever is lower. If the report data is limited, the user running a report interactively will receive a pop-up warning. However, you may want to add this report warning to the report itself. Access a One View Reporting-enabled form.
For more information, see "Editing Reports" in the Oracle® Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher. 4.3.5 Report Definition Tab for Personal ReportsA report definition contains information about a One View report, such as which columns were selected from the data model, the naming convention that was used, the row setting, the name of the report, and so on. You use the report definition side panel to create or modify a report definition. Note: You cannot edit a One View report definition when using a List View grid format because the Report Definition tab is not available in a List View grid. This means that you cannot perform any of the functions discussed in this section, such as save, save as, reserve, request to publish, delete, etc. Change your grid format to a Table View in order to access the Report Definition tab. For more information on grid formats, see "Using the Grid" in the JD Edwards EnterpriseOne Tools Foundation Guide. (Tools Release 9.2.0.5) This is an example of the Report Definition tab for a personal report: Figure 4-2 Report Definition tab for a personal report The Selected Columns portion of the Report Definition side panel displays the columns that were selected for the report. You can remove a column from the report definition by clicking it. To include additional columns in the report definition, click any QBE column header with a plus (+) sign. Additionally, the icons on the tab enable you to perform the following tasks:
The following table describes the report definition options:
4.3.5.1 Report Definition Icons for Personal ReportsThese icons appear on the Report Definition tab for personal reports:
Note: Oracle recommends that anytime you want to modify a report delivered by JD Edwards, you should copy the report to a new name and then modify the copy. By following this procedure, any modifications you make will not be overwritten if JD Edwards delivers an update to the report. Changing the Data Model of a Report The Save Report feature enables you to replace the data model and sample data of an existing report while retaining the report definition and report layouts. Use this option to keep the existing report layout and modify it with the new data model columns. To create a new data model and sample data, use the find browse form to locate the data you want for the report and then select the Save Report option. You are asked to confirm that you want to replace only the data model before the system makes the change. Because replacing only the data model could require that you add or delete columns from the report layouts, the BI Publisher Layout Editor launches automatically, enabling you to review the layout and make any necessary changes. Note: Do not click the Sign Out link, or you will have to sign into BI Publisher manually to run One View reports during the same session. Copying an Existing Report to Create a New Report Using the Save As Feature When you select Save As Report, the system saves the report definition and report layouts of the existing report to a new personal report with the name that you specify, but it replaces the data model and sample data with the data shown on the find browse form. If you do not want to replace the data model and sample data, you should use the Copy Report option instead of the Save As Report option. Copying an Existing Report with Sample Data The Copy Report option copies the sample data, report definition, data model, and report layout of a report to a new personal report with the name that you specify. If a report already exists with the same name, it will be overwritten by the copied report. If you do not want to copy the sample data, you should use the Save As Report option instead of the Copy Report option. Promoting a Personal Report to a Shared Report The Promote Report option initiates a request to convert a personal report to a shared report. The promotion request must be approved by a system administrator. If the personal report is promoted to shared status, it no longer appears as a personal report. Sync a Report to the Data Dictionary Naming Convention You might prefer to use the data dictionary item naming convention in report layouts if your organization uses more than one language. Data dictionary item names are translated according to a user's language preference. Column titles might not be translated in the same way. The results of using the sync option are:
Adding All Columns in the Grid to the Report Instead of adding columns to a report individually, you can add all of the columns in the grid to the report simultaneously. You might want to use this option if the find browse form has only a few columns in the grid, or if you have a customized grid with only a few columns selected but you need all the columns for reporting. Oracle recommends that you avoid using this option in One View Reporting applications when all the grid columns are displayed. Removing All Columns in the Data Model from a Report Instead of removing columns from a data model individually, you can delete all columns from the data model. Deleting Reports You have the option to delete personal reports if you no longer need them. The Delete Report option deletes the report definition, data model, and report layout. After the report is deleted, it no longer appears under My Reports in the One View menu. Shared reports must be deleted by a system administrator. 4.3.6 Saving a Report with a New Data ModelThe Save Report option replaces the data model of an existing report while retaining the report layouts. Access a One View Reporting enabled form.
4.3.7 Using Save As ReportThe Save As Report option creates a new report with the same report definition and report layouts as the existing report but with a new data model. Access a One View Reporting enabled form.
4.3.8 Copying Personal ReportsThe Copy Report option copies an existing report definition, data model, and report layouts to a new report. Access a One View Reporting enabled form.
The new report appears under My Reports in the One View menu. You can also add a new report that is not based on an existing report. For details, see Adding New One View Reports. 4.3.9 Promoting Personal ReportsAccess a One View Reporting enabled form. Note: If a personal report has the same name as a shared report, the shared report must first be reserved before you initiate a promotion request.
For additional information, see "Promote One View Reports" in the JD Edwards EnterpriseOne Tools One View Administration Guide 4.3.10 Syncing a Report to the Data Dictionary Naming ConventionAccess a One View Reporting enabled form.
4.3.11 Adding Selected Columns to Personal ReportsAccess a One View Reporting enabled form.
Note: Decimal placement in decimal fields can vary based on customer implementation. An example is Unit Price. To ensure that the format of a report matches the format of a decimal field in a JD Edwards EnterpriseOne interactive application, you should assign the decimal precision to the column in the Layout Editor. 4.3.12 Adding All Columns to Personal ReportsNote: You might want to use this option if the find browse form has only a few columns in the grid, or if you have a customized grid with only a few columns selected but you need all the columns for reporting. Oracle recommends that you avoid using this option in One View Reporting applications when all the grid columns are displayed. Access a One View Reporting enabled form.
4.3.13 Removing Selected Columns from Personal ReportsAccess a One View Reporting enabled form.
4.3.14 Removing All Columns from Personal ReportsAccess a One View Reporting enabled form.
4.3.15 Deleting Personal ReportsAccess a One View Reporting enabled form.
4.4 Modifying Shared ReportsThe process to modify a shared report differs from the one that you use to modify a personal report. To modify a shared report, you must first reserve the report so that no one else can edit it while you are making changes. When you reserve a shared report, the system copies it to a personal report so that you can modify it in the same way that you edit other personal reports. When the modifications are complete, you promote the report to a shared report. If the promotion request is approved by a system administrator, the modified report replaces the existing shared report. The basic steps to modify a shared report are as follows:
When you select a shared report from Manage Reports in the One View menu, a side panel appears. The side panel has a Layout tab and a Report Definition tab. The icons that appear on these tabs depend on the security level of the user and whether the report is shared or personal. 4.4.1 Layout Tab for Shared ReportsShared reports do not have an Edit Layout icon on the Layout tab like personal reports do. For shared reports, you use icons on the Report Definition tab to start the modification process, including changes to a report layout. The Layout tab displays the following information and options:
For a description of these options, see Layout Tab. 4.4.2 Report Definition Tab for Shared ReportsThe Report Definition tab for a shared report shows information about a One View report, such as which columns were selected from the data model, the naming convention, the row setting, the name of the report, and the report status. The icons on the tab enable you to:
Figure 4-3 Report Definition tab for a shared report The following table describes the report definition options.
4.4.2.1 Report Definition Icons for Shared ReportsThe following icons appear on the Report Definition tab for shared reports:
Copying Reports Copying a shared report creates a personal report that you can modify to suit your needs. Any changes that you make to a copied report are available only to you. To modify a shared report, you first must reserve the report and follow a different process to make the changed report available to others in your organization. When you copy a report, you are not permitted to name the new report the same as the report you are copying. However, if an existing report has the same name as the new report, then the existing report will be overwritten with the sample data, report definition, data model, and report layout of the new report. The system notifies you if you attempt to name a report the same as an existing report so that you can confirm or cancel the copy operation. Reserving Reports A shared report must be reserved before you can modify it. You must have publish permission to reserve a report. If the report has been reserved by another user, you cannot reserve it until the status changes from Reserved to Shared. When you reserve a report, the system creates a local copy under My Reports. The system also stores the Reserved status for your user ID. Because the shared report is copied to a personal report when you reserve it, an existing personal report with the same name will be replaced by the shared report. Consequently, if you attempt to reserve a shared report with the same name as a personal report, the system notifies you so that you can cancel the reserve request if you do not want to overwrite the existing report. Syncing a Report to the Data Dictionary Naming Convention You might prefer to use the data dictionary item naming convention in report layouts if your organization uses more than one language. Data dictionary item names are translated according to a user's language preference. Column titles might not be translated in the same way. The results of using the sync option are as follows:
4.4.3 Copying Shared ReportsAccess a One View Reporting enabled form.
You can also add a new report that is not based on an existing report. For details, see Adding New One View Reports. 4.4.4 Reserving Shared ReportsAccess a One View Reporting enabled form.
4.4.5 Syncing a Report to the Data Dictionary Naming ConventionAccess a One View Reporting enabled form.
4.5 Enabling the Decimal Formatting Feature (Release 9.1 Update)With the adoption of Oracle BI Publisher 11.1.1.7, JD Edwards EnterpriseOne has improved how One View reports manage decimal formatting. One View Reporting was originally released using Oracle BI Publisher 11.1.1.5. The BI Publisher 11.1.1.5 release did not provide the ability to dynamically format JD Edwards decimal amounts based on transaction and company currency. Because of this limitation, the initial release of EnterpriseOne One View Reporting used manual decimal masks to consistently show amounts with two decimal places. For other currencies, customers would have to modify their One View reports by applying a different decimal mask to show the correct number of decimal places. Oracle BI Publisher 11.1.1.7 can dynamically format JD Edwards decimal amounts based on transaction and company currency. Data for a zero-decimal currency will display amounts with no decimals, whereas data for two-decimal currencies will display amounts with two decimals. With the adoption of BI Publisher 11.1.1.7 and this dynamic decimal support, the manual decimal masks for One View reports have been removed. The dynamic format masking feature in BI Publisher 11.1.1.7 creates additional decimal masking data, which is sent to Oracle BI Publisher's Layout Editor. The system automatically creates masking data for every decimal column in the data set. You can edit a data item's default decimal format in the Layout Editor to display the data on a report with a different decimal format. Pivot Tables BI Publisher 11.1.1.7 does not provide dynamic format masking for summarized data. Because pivot tables display only summarized amounts, they are an exception to dynamic format masking. In BI Publisher 11.1.1.7, the default formatting for pivot table amount columns is to display amounts with one decimal place and no separator commas, as shown in this example: 123456.1. This format is not ideal, since large numbers without comma separators are difficult to read, and most currencies have other than one decimal. To improve readability, JD Edwards has chosen to use a manual decimal mask to display pivot tables within One View reports with two decimal places. For currencies that have something other than one decimal, the One View reports that JD Edwards delivers will display data tables and pivot tables with noticeable differences. For example, zero decimal currencies will display the number 123456 as123,456.00 in a pivot table, and as 123,456 in a data table. If your company uses a currency with other than two decimals, you can easily personalize pivot tables within the delivered One View reports to show the desired decimals by changing the decimal mask. See Manually Assigning Row and Column Masks. 4.5.2 Updating Decimal Formats in One View ReportsAfter decimal formatting has been activated, reports that you created with Oracle BI Publisher 11.1.1.5 might not display amounts with the desired decimal placement until you manually convert them to use the new 11.1.1.7 decimal format. The decimal format is automatically updated when you choose certain options on the Report Definition tab in a One View application. For personal reports, decimal formats are updated when you select an existing report and use the Save, Save As, Copy, Promote, or Sync options on the Report Definition tab. For shared reports, decimal formats are updated when you select an existing report and use the Copy, Reserve, and Sync options on the Report Definition tab. After selecting any of these options, the system creates a column mask or a row mask for every decimal column in the data set. When you select Save, Save As, Copy, Promote, Sync, or Reserve, column and row masks are generated automatically and are associated with their respective decimal columns in the Oracle BI Publisher Layout Editor. Generally, no user intervention is required to create the column or row masks. To change the default format mask created by the system, you can edit the Formatting Mask property under the Properties > Data Formatting folder in the Layout Editor. 4.5.3 Row and Column MasksAfter a report has been updated to BI Publisher 11.1.1.7, the Layout Editor's Data Source pane displays column masks or row masks for every decimal column in the data set. The mask columns contain the decimal format data, which you can associate with decimal columns in the report layout There are two types of masks:
The following example shows how row and column masks appear in the Layout Editor. The column masks appear in the Columnmasks folder, whereas the row masks appear in the Grid's Rowset folder. Description of the illustration ''layout_row_column_masks.png'' 4.5.3.1 Column MasksA column mask is created for columns where the decimal position remains the same for all rows in the grid. These columns are always non-currency fields in a JD Edwards EnterpriseOne table. The decimal position is determined by data dictionary properties for the data item on which the column is based. Mask columns follow the naming convention Mask columns are listed only if there is a column in the original data set which requires a column mask. 4.5.3.2 Row MasksA row mask is created for columns where the decimal position might be different for each grid row. These columns are currency fields in a JD Edwards EnterpriseOne table. The decimal position for currency fields is determined by currency triggers in the EnterpriseOne software. The Layout Editor's Data Source pane displays row masks in the Rowset folder. If the columns you selected in the One View application for the data set do not have decimal formatting, no column or row masks are created in the Layout Editor. If the data set includes currency columns, they are created as row masks not column masks. Only one mask type can be associated with a column in the report's data set. 4.5.4 Manually Assigning Row and Column MasksYou can manually assign row and column masks in the Layout Editor when creating a new One View report. After creating a table, assign FormatMask columns to respective fields in the table. 4.6 Working with the Drill Back Feature (Release 9.1 Update)Drill back enables you to access information related to One View reports in a seamless and intuitive manner. It provides you with the end-to-end traceability between One View reports and JD Edwards EnterpriseOne applications. The drill back feature enables you to trace and investigate transactions by drilling from a specific row in a One View report table back to the source transaction in the JD Edwards EnterpriseOne application. An example may be to drill from a specific overdue invoice on a One View Customer Ledger report back to that same transaction within the Invoice Entry application, or to drill from that invoice back to the specific customer in the Customer Master application. The ability to drill back on One View report data provides users with the ability to investigate and navigate through the system to make informed decisions and take the best course of action. When you pass your cursor over columns in a One View report, the cursor will change to a hand symbol when it encounters columns with drill back capability. With the Oracle BI Publisher 11.1.1.7 release, One View reports have a Drill Back Link Composer that enables you to specify the JD Edwards EnterpriseOne application where the related detail resides. To define a drill back link, you define the:
4.6.1 Drill Back Link ComposerThe Drill Back Link Composer resides on the One View Reporting side panel's Report Definition tab. Expanding the Drill Back Link Composer section reveals the fields that are required to define a drill back URL. Description of the illustration ''drillback_link_mapfields.png'' To create a new drill back URL, expand the Drill Back Link Composer. For the Drill Back Link field select (add new link) from the drop-down list. Specify the JD Edwards EnterpriseOne application that is associated with the report data. After you enter the application name, the form names for the application appear in the Form field's drop-down list. When you select a form, the fields on the form are listed, along with a drop-down list for each data item. The drop-down list shows the report fields with the same data type as the data item. You can leave a data item blank or map it to one of the report's grid columns or to a custom variable in the report. After the drill back information is saved, the drill back URL is generated automatically when you close the One View application. To access the URL, open the application and expand the Drill Back Link Composer. The drill back link displays at the bottom of the Drill Back Link Composer side panel, as shown in the following example: Description of the illustration ''drillback_link_url.png'' After the drill back URL has been created, you must copy it from the Drill Back Link Composer and paste it into the BI Publisher Layout Editor to implement the drill back feature. The following example shows the drill back URL in the properties for the Sold To column in the report layout. Description of the illustration ''layout_editor_paste_url.png'' Once the URL is part of the layout, when you run the report in interactive mode, you can click any report field that was defined as part of the drill back URL to display the detail information. The detail is sent to the One View report by the drill back URL. 4.6.2 Creating a Drill Back URLAccess a One View Reporting enabled form.
4.6.3 Modifying a Drill Back URLAccess a One View Reporting enabled form with a One View report that has a drill back URL.
4.6.4 Deleting a Drill Back URLAccess a One View Reporting enabled form with a One View report that has a drill back URL.
4.7 Considerations When Modifying ReportsConsider the following issues when modifying reports: Removing Columns from the Data Model A warning message appears in JD Edwards EnterpriseOne if you remove a column from the data model and the column is referenced by the report layout. The message indicates that you might need to adjust the layout based on the change to the data model. Oracle's BI Publisher Layout Editor then launches automatically with a column substitution wizard, which enables you to specify a substitution for the missing column. As a workaround, use the Layout Editor to remove the column from the report layout before removing it from the data model in JD Edwards EnterpriseOne. Note: Do not click the Sign Out link, or you will have to sign into BI Publisher manually to run One View reports during the same session. Viewing Output Formats in BI Publisher Layout Editor You can view only one output format at a time in the BI Publisher Layout Editor. To view a different format, use the View a list option and then select a format from the Output Format drop-down list. Note: Do not click the Sign Out link, or you will have to sign into BI Publisher manually to run One View reports during the same session. Viewing All Records in the Interactive Viewer BI Publisher is designed to show a limited number of rows in the interactive report. Use the vertical scroll bar in the interactive report to see the rest of the data. Other output formats, such as PDF, do not have this limitation. Changes to Existing Reports When you save the changes you make to an existing report using the Save Report option, the BI Publisher data model and the report definition for One View reports will be replaced but report layouts will be retained. See Report Definition Icons for Personal Reportsfor more details. Blank Numeric Data In some instances, blank numeric data in a JD Edwards EnterpriseOne grid column appears as 0 (zero) in a BI Publisher report. An example is the data dictionary item SHPN (the shipment number in P4210). SHPN does not display a value if it is zero because that is how it is configured in the data dictionary. On a find browse form, a column based on a data dictionary item that has this display rule will be blank if the value is zero. To enable data calculations, a blank numeric value in a grid column is sent to the BI Publisher server as a zero to enable data calculations. For this reason, the One View report shows a zero even though the EnterpriseOne grid column is blank. How do you switch to the view where you can modify the structure of the report without viewing any live data?In the Design Ribbon Tab in the Results Ribbon Group, you clicked the Run button. Switch to the view where you can modify the structure of the report without viewing any live data. In the Home Ribbon Tab in the Views Ribbon Group, you clicked the View button arrow.
Which view is used to make design changes to a form while the form is displaying data?In Layout view, you can make design changes to the form while it is displaying data. When you use the Multiple Items tool, the form that Access creates resembles a datasheet. The data is arranged in rows and columns, and you see more than one record at a time.
What is a set of restrictions you place on records in an open Datasheet or form to temporarily display a subset of records?A filter is a set of restrictions you place on the records in an open datasheet or form to temporarily isolate a subset of the records. 7.
Which Access feature asks you a series of questions and then creates a report based on your answers?Build a new grouped report by using the Report Wizard. The Report Wizard presents you with a series of questions, and then generates a report based on your answers. Among those questions is one that asks for the field or fields to use to group your report.
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