Tuesday, January 31, 2023

How to Customize the Seeded Reports and associated Data Models in Oracle Fusion Cloud

Let's see how to customize Data Models of any seeded report in Oracle Fusion.

- Login to Fusion environment.

- Navigate to Menu and open Tools sub-menu

- Under Tools, find and click on 'Reports and Analytics' option

- This will open the Analytics server (Transactional Business Intelligence) home page

- You will notice the URL will have /analytics in the end

- We need to change /analytics to /xmlpserver and press enter

- This will give you access to XMLP server

- Now, expand the Shared Folders directory and navigate to your desired folder in this seeded area.

e.g. Let's assume I want to customize a seeded AP report, so I will navigating to Financials -> Payables -> Invoices and locate the desired report

- Let's say we want to customize data model of PayablesInvoicesSuppliersExtract report

- Click on More and then select Customize from the context menu

- This will create a custom version of this report and you can find it under /Shared Folders/Custom path instead of seeded /Financials path

e.g. in this case, navigate to Shared Folders/Custom/Financials/Payables/Invoices to see the custom version of above report

- We can rename this to some custom name, if needed

- Now, while we are in the Custom area, let's create a folder to store data model, just like the seeded area

- Click + sign on the left and select Folder

Enter name as 'Data Models' and click Create

- This will create Data Models folder in custom path /Shared Folders/Custom/Financials/Payables/Invoices

- Now, we need to head back to the seeded area to copy the original Data Model

- Navigate to  /Shared Folders/Financials/Payables/Invoices/Data Models

- Locate the Data Model associated with our report

- Click on More and select Copy from the context menu

- Now, let's go back to the Custom area so that we can Paste this data model there

- Navigate to  /Shared Folders/Custom/Financials/Payables/Invoices and Click on Paste option in the Tasks area

- Let's rename this Data Model to some custom name

- Click More and select Rename from the context menu

- Now, let's associate this Custom Data Model with our Custom Report

- Navigate to Catalog and locate our custom report

- Click on Edit option

- Here you will see the Custom report is still pointing to Seeded Data Model

- Click on the Select Data Model button (magnifying glass)

- In the popup window, navigate to Custom area and locate the desired folder in the left pane (/Shared Folders/Custom/Financials/Payables/Invoices/Data Models in our case)

- Select the Custom Data Model from the right pane and click Open

- Now, you will see the data model name has changes to the Custom one and the navigation also points to Custom path

- Click on the Data Model link

- This will open the definition of the Data Model where we can see the underlying query and associated parameters etc.

- Here, we can modify, add or remove data sets/queries, add/modify parameters, List of Values (LOVs) as well as Bursting configurations.

- Navigate back to Catalog, locate the custom report and click on Open to run the report

This is how you can customize a seeded report and the associated data model in Oracle Fusion.