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12 May 2017
by DynasoftUSA Staff

How to Dynamically Filter Results from Another Analysis in Taleo OBIEE

In many of our reporting scenarios, we would need to create a filter based on the results of another analysis. OBIEE allows filtering the results dynamically from the results of another analysis

  • While creating a filter use the option “is based on the results of another analysis” in the operator selection drop down.
  • You will be prompted to choose any analysis from your OBIEE server, select the required analysis that has to be used for filtering.
  • You have an option to choose columns from the selected analysis. you must select the appropriate column whose values must be used for filtering.
  • You will also have the option to choose the operator which will be the condition for filtering.
  • Click on Ok and your new filter is created and ready for filtering your report based on the results obtained from the other analysis.

Check out our other OBIEE technical guides here.

Guidelines to Migrate from Discoverer to OBIEE

The following are the high level step to migrate Discoverer to OBIEE

  • Convert the single layer architecture of discoverer EUL into a three tier architecture OBIEE RPD.
  • Verify the connection pool settings in the RPD.Each business area in discoverer EUL will be converted as a separate subject area in the OBIEE RPD.
  • Convert the discoverer workbook to OBIEE dashboard and answers reports.Each worksheet in discoverer will be converted into a separate analysis and altogether places in a dashboard.
  • Convert the filter conditions, format and calculation in the report. The parameters in discoverer will be converted into a dashboard prompt in OBIEE.
  • Ensure that the security part is converted, all the user groups and user roles are to be embedded into the RPD and the OBIEE server

See Also: How to Export Dashboards in OBIEE

How to Open a BIRT Report in Designer

These are the steps to open a BIRT report in Designer:

  • Launch BIRT Designer Professional
  • Click “ok” to Choose default workspace in workspace launcher. We can also specify a new workspace path.
  • After selecting the workspace environment the new Report Design window will open.
  • In the Report designer window, Go to File ->Open File->Open drive and Folder in File Browser Window (Open File)-> select the .rptdesign file

Have questions? Check out our FAQs page or contact us online via our contact form.

How to Create Cascading Prompts in Taleo OBIEE

In Taleo OBIEE we have an option to create cascading prompt. This helps in limiting the values of the prompts based on another prompt. For example, if we select the country prompt value as “United States” then the state prompt will load only the relevant states in “United States.”

These are the steps to create a cascading prompt

  • Create a prompt in OBIEE Answers as usual.
  • In the prompt page, expand the options.
  • Enable the “Limit values by” option and select the parent prompt column in the drop down.
  • Save the changes and run the report.

Click here to read more about Taleo OBIEE report set up and migration.

Connection Pooling in BIRT Reports with Tomcat Server

Connection pooling is more efficient, secure and easier to maintain than a regular JDBC connection. It is recommended to use connection pooling with your BIRT reports.

The following steps help you to set up a connection pooling in Tomcat server. 

  1. Set up the connection settings in the Tomcat server server.xml, web.xmland xml files.

 

Server.xml:

<Resource           

    name=”jdbc/XXXXX”           

    auth=”Container”           

    type=”javax.sql.DataSource”           

    driverClassName=”driverclassName”           

    url=”jdbc:oracle:thin:host:port:serviceName”           

    username=””           

    password=””           

    maxActive=”100″           

    maxIdle=”30″           

    maxWait=”10000″           

    poolPreparedStatements=”true”           

    maxOpenPreparedStatements=”100″ />

 web.xml

 

<resource-ref>

      <description>DB Connection</description>

      <res-ref-name>jdbc/XXXXX</res-ref-name>

      <res-type>javax.sql.DataSource</res-type>

      <res-auth>Container</res-auth>

  </resource-ref>

 context.xml

 

 <ResourceLink global=”jdbc/XXXXX” name=”jdbc/XXXXX” type=”javax.sql.DataSource”/> 

 

  1. Deploy the BIRT Viewer application in the Tomcat Web server through which the reports will interact with the database.

 

  1. Set the corresponding pool name in the JNDI datasource definition of the report with the following syntax.

java:comp/env/jdbc/XXXXX

ETL technologies, automated report migration, ETL migration service

GUIDE TO ETL TECHNOLOGY

ETL Migration Can Help Your Business Grow

Extract, Transform and Load (ETL) refers to the processes that enable companies to transfer data from various sources, cleanse and reformat it and then load this data into a database to analyze and support businesses operations. ETL is the key component of data warehousing. Read more

Create Oracle HCM Fusion Report to Display Summary and Detail Payroll Data

Seeded Extracts are designed with parameter that will return either the detailed data or the summary data of the payroll process. We have balance groups which helps to summarize the payroll data and reduce the aggregation or any calculation on the extract or report level. But some time we might require to display both detail of some balances and summary data of some balances in that scenario we could not use our existing HCM extracts to return both type of data in single schedule of BIP report.

Steps to Fetch Summary and Detail Payroll data Using Multiple HCM extract for Single report.

  • Create new HCM extract with Report_YTD_Summary parameter defaulted as ‘Yes’ for returning the summary data.
  • And create another extract for detailed data and default Report_YTD_Summary parameter defaulted as ‘No’ to fetch all the payroll transaction happened throughout the given range.
  • Create new payroll flow for both the extracts with same flow name and run simultaneously.
  • With help of BIP rtf template we can create layout to display the detail and summary data with help Payroll flows out of that 2 extracts.

Oracle HCM fusion allows as to create new custom extract or report using options and features available.

How to Export Dashboards in Oracle Taleo

In Oracle Taleo OBIEE we have multiple options to export dashboards to excel, HTML or PDF formats.

  • To Export the entire Dashboard to Excel – You can export an entire dashboard into one excel workbook. Each tab will be exported as a separate sheet of the work book.Open Dashboard, once the report execution is completed. Navigate to the page options (find in the top right of the Dashboard)> Export to Excel > Export Entire Dashboard
  • To export only the current page of the dashboard – Select Export current page option.
  • To Export Dashboards to HTML/PDF – Open Dashboard, Navigate to page options > print > Printable Pdf/Printable HTML

The above options provides a convenient way to view the results offline or share the output to third party users.

Steps to convert BI Analytics from PeopleSoft Crystal Reports to OracleBI Publisher Reports

Since PeopleSoft Crystal Reports is now nearing end-of-life, users need to convert to advanced reporting platforms. Oracle BI Publisher is a reporting solution which facilitates creation, customization, and delivery of reports much more quickly than traditional reporting tools.

These are the high level steps to migrate Crystal Reports to Oracle PeopleSoft BI Publisher:

  1. Analyze all the crystal reports and categorize them by Data, Complexity, Report size and usage
  2. Group for similar Queries/Table, Layout, Prompts, Filter Conditions to rationalize and reduce the number of reports
  3. Prioritize the reports for conversion
  4. Modify the PS Query as per the filter conditions and joins for similar report and create a new query.
  5. Get the latest PS Query xml from PeopleSoft environment and build the RTF template.
  6. Create the RTF template based on the Crystal Report i.e., Structure, Suppress conditions, Conditional Styles, Formatting for Numeric Values, Alignments of data.
  7. Validate report with multiple test case scenarios for the uploaded PS Query XML.
  8. Upload the report into PeopleSoft Application with the new PS Query to BI template for business validation.

At Dynasoft we use our proprietary Dynaflux toolset to automate many of the above steps which helps in faster, consistent and seamless conversion from Crystal to BI Publisher platform.

What are Balance Groups in Oracle Fusion HCM

Balances in HCM are amounts or hours that are aggregated based on Month, Quarter or Year. Balance Group and Balance Group Usages for the specific Balances based on our requirement can be created from the Payroll Calculation work area in the Oracle Fusion HCM environment.

Oracle HCM Fusion provides us the option of using either Pre-defined balance groups or User-defined custom balance groups for our reports.

Pre-defined Balance groups in HCM contain information about all the earnings and deductions but if we would like to see only the amounts or hours of a particular list of earnings, User-defined custom balance group can be created with the list of earnings that we require and use it in our custom extract to view only the values for those earnings. The custom Balance Group Usage that has been created can be included in our Custom HCM Extract for fetching the Run, Month, Quarter, Year to Date values for the included Balances such as Net Pay, Earnings or deductions. Since we are pulling only the required earnings, the performance of the extract is also better than using the predefined balance groups that pulls the entire list of earnings and deductions.

HCM allows us to create custom reports that can be either a Detail report to generate the specified Balances for all the Employees based on any particular Payroll or Tax Reporting Unit for any specified date range or a Summary report the display the consolidated values for any Payroll or Tax Reporting Unit which can be used for various Payroll audit and reconciliation purposes.