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Extend Daily Business Intelligence

Custom Application.............................................................................................................2
Create Custom Menu...........................................................................................................3
Create Custom Responsibility.............................................................................................4
Custom Views......................................................................................................................6
Dimension View..............................................................................................................6
Fact View.........................................................................................................................6
Create Dimension................................................................................................................7
Create Dimension Obects...................................................................................................!
Create "mall #usiness Dimension Obect.......................................................................!
$rimary $roperties.......................................................................................................!
Display Attributes......................................................................................................%&
Data "ource................................................................................................................%%
Create '' (omen Owne) Dimension Obect..............................................................%2
$rimary Attributes......................................................................................................%2
Display Attributes......................................................................................................%3
Data "ource................................................................................................................%4
De*ine report......................................................................................................................%6
$rimary Attributes......................................................................................................%6
Data "ource................................................................................................................%6
De*ine Report Format................................................................................................2&
$ublis+ Report to Menu.............................................................................................24
Create ,$-.........................................................................................................................2.
/nter t+e Measure $rimary Attributes.......................................................................2.
A))itional Attributes.................................................................................................2.
Cause and Efect.................................................................................................26
Data Source...........................................................................................................26
Create custom Das+boar)..................................................................................................20
$rimary Attributes......................................................................................................20
De*ine 1ayout............................................................................................................20
$ublis+ Das+boar).....................................................................................................36
Create ,$- 1ist..................................................................................................................37
$rimary $arameters....................................................................................................30
Create a Drill)own Report.................................................................................................42
%
Custom Application
% 234 Application 5 Re6ister
2. /nter t+e *ollowin67
Application7 '' Custom
"+ort 3ame7 ''C8"9
#asepat+7 ''C8"9:9O$
2
Create Custom Menu
1 1) Create custom DBI menu.
0 a) N: System Administrator > Application > Menu.
1 b) nter !alues:
Field Value
Menu ""#C$S%&M#MN$
$ser Menu
Name
"" Custom Menu
1 d) Menu: 'ile > Sa!e.
( e) Menu: 'ile > Close 'orm.
3
Create Custom Responsibility
1 1) Create custom DBI responsibility.
0 a) System Administrator: Security > )esponsibility > De*ine
1 b) nter t+e *ollo,in- .alue:
Field Value
)esponsibility
Name
"" C$S%&M DBI
Application "" Custom
)esponsibility
/ey
""#DBI#C$S%&M#0A1S#)0&)%S
A!ailable 'rom &racle Sel* Ser!ice 2eb Applications
Data 1roup 3
Name
Standard
Data 1roup 4
Application
Applications BIS
Menu "" C$S%&M MN$
1 c) Menu: 'ile > Sa!e.
( d) Menu: 'ile > Close 'orm.
4
1 () Add custom responsibility to user.
0 a) N: System Administrator > Security > $ser > De*ine.
1 b) 0lace cursor in $ser Name *ield.
( c) Menu: .ie, > 5uery by 6ample > nter
7 d) In $ser Name8 enter 9"" 6ecuti!e: and Menu: .ie, > 5uery by
6ample > )un.
; e) 0lace cursor in )esponsibility section and <B) Add )ecord .
= *) nter 9"" C$S%&M DBI: to )esponsibility *ield.
> -) Menu: 'ile > Sa!e.
? +) Menu: 'ile > Close 'orm
.
Custom Views
Dimension View
create view ADS_DBI_DIM_V as
select lookup_code ID, meaning VALUE
from fnd_lookups
where lookup_type= 'YES_NO'
Fact View
1 Create Custom !ie,s *or your *act and dimension:
2 create view ADS_DBI_FACT_V as
3 select f.approved_date, f.supplier_id,
f.creation_operating_unit_id org_id,
4 f.base_uom base_uom,
5 f.po_item_id,
6 f.quantity quantity,
7 f.purchase_amount_b purchase_amt_b,
8 decode(f.quantity,0,0,f.purchase_amount_b/f.qua
ntity)avg_price,
9 decode(f.global_cur_conv_rate, 0,
f.purchase_amount_b, f.purchase_amount_b)
purchase_amt_g,
10 pov.women_owned_flag ,
11 pov. Small_business_flag
12 from poa_dbi_pod_f f,
13 po_vendors pov
14 where f.supplier_id=pov.vendor_id;
15Note: cust#dbi#*act#! and cust#dbi#dim#! !ie,s ,ere pre4created *or t+e
purpose o* t+is demo *lo,.
6
Create Dimension
1 1) @aunc+ Dimension Desi-ner
0 a) Na!i-ation: Daily Business Intelli-ence Desi-ner > 0er*ormance
Measure > Dimension Desi-ner.
1 () Create Ne, Dimension
0 a) %o create a ne, dimension8 clicA 9Create: button.
7
1 7) nter Dimension 0roperties:
1 a) nter t+e *ollo,in- !alues:
( Display Name 3 t+is column is t+e display name *or t+e dimension.
nter: "" Small Business
7 Internal Name 3 t+is column is t+e internal name o* t+e dimension
and must be uniBue.
<System 1enerated)
; Application 3 t+is column is t+e application t+at t+e dimension is
re-istered to.
nter: "" Custom
= b) %o sa!e t+e dimension8 clicA 9Apply: button.
0
Create Dimension Objects
1) Na!i-ation: Daily Business Intelli-ence Desi-ner > 0er*ormance Measure
> Dimension Desi-ner> Dimension &bCects
Create Small Business Dimension Object
0 ClicA 9Create: button.
Primary Properties
() nter 0rimary 0roperties
1 a) 'ill in !alues *or t+e *ollo,in-:
( Name 3 t+is *ield is t+e display name o* t+e dimension obCect
0 nter: "" Small Business
7
; Internal Name 3 t+is *ield is t+e display name o* t+e dimension
obCect.
0 <System 1enerated)
=
> Application4 t+is *ield indicates ,+ic+ t+e application t+e dimension
obCect belon-s to
0 "" Custom
!
? b) 'ill in 9Dimensions t+at contain Dimension &bCects.:
D i) In 9A!ailable Dimensions: *ield8 enter 9"" Small BusE: or t+e name o*
t+e dimension built in t+e Create Dimensions section and clicA 91o:
button.
F ii) Gi-+li-+t t+e dimension and clicA 9Mo!e: button to t+e 9Selected
Dimensions: column.
10
11 c) ClicA 9Ne6t: to mo!e to ne6t screen.
Display Attributes
34 Display Attributes.
1 a) Accept de*ault !alues:
( Dimension &bCect nabled 3 enables t+e dimension obCect *or use.
7 All nabled 3 allo,s t+e *ield to s+o, 9A@@:.
; All @abel 3 %+is is t+e label t+at ,ill s+o, up *or Comparison 1rap+s
a!ailable in Balanced Scorecard.
= .ie,4by @abel 3t+e label s+o,s up *or Comparison 1rap+s a!ailable
in Balanced Scorecard. Not used in DBI.
%&
> 0rototype .alue 0re*i6 3 contains t+e prototype !alue. Not used in
DBI.
? Dimension &bCect .alues &rder 3 Indicates t+e order in ,+ic+ t+e
!alues ,ill be displayed in t+e drop do,n. C+oose one *rom
alp+abetically8 user code or system code. Not used in DBI.
D Comparison &rder 3 Indicates t+e order in ,+ic+ t+e /0I !alues ,ill
appear in t+e -rap+ and table ,+en Comparison or !ie, by is selected.
C+oose one *rom Ascendin-8 Descendin- or same order as in drop
do,n. Not used in DBI
F Comparison @abel Source 3 Not used in DBI
10 @on- @ist o* .alues 3nable t+e lon- list o* !alues.
;
% b) %o mo!e to t+e ne6t screen8 clicA 9Ne6t: button.
Data Source
44 "et Data "ource
1 a) nter !alues *or t+e *ollo,in-:
( Source .ie,H%able 4 nter t+e !ie, or table name t+at contains t+e
dimension obCect !alues. See 0rep Instructions *or t+e custom !ie,.
7 nter: ADS#DBI#DIM#.
;
= Source .ie, &bCect Name 3 )eser!ed *or *uture use.
>
? De*ault .alue
%%
D o 'i6ed .alue 3 all *ield to +a!e a de*ault !alue.
F o 0@HS5@ 'unction. S5@ *unction to -et t+e de*ault !alue o* t+e
dimension obCect. I* selected8 you must enter a !alid 0@HS5@
'unction.
10
11 Master Dimension &bCect: )eser!ed *or a *uture *unction.
"elect Finis+
Create XX Women Owned Dimension Object
Primary Attributes
%%4 "elect Create /nter $rimary Attributes
1 a) 'ill in !alues *or t+e *ollo,in-:
( Name 3 t+is *ield is t+e display name o* t+e dimension obCect
7 nter: "" 2omen &,ned
;
= Internal Name 3 t+is *ield is t+e display name o* t+e dimension
obCect.
> <system -enerated)
?
D Application4 t+is *ield indicates ,+ic+ t+e application t+e dimension
obCect belon-s to.
F nter: "" Custom
%2
10
11 b) 'ill in 9Dimensions t+at contain Dimension &bCects.:
1( i) In 9A!ailable Dimensions: *ield8 enter 9"" Small BusE: or t+e name o*
t+e dimension built in t+e Create Dimensions section and clicA 91o:
button.
17 ii) Gi-+li-+t t+e dimension and clicA 9Mo!e: button to t+e 9Selected
Dimensions: column.
1; c) ClicA 9Ne6t: to mo!e to ne6t screen.
Display Attributes
%24 Display Attributes.
11 a) Accept de*ault !alue *or t+e *ollo,in-:
1( Dimension &bCect nabled 3 enables t+e dimension obCect *or use.
17 All nabled 3 allo,s t+e *ield to s+o, 9A@@:. Not used in DBI.
1; All @abel 3 %+is is t+e label t+at ,ill s+o, up *or Comparison 1rap+s
a!ailable in Balanced Scorecard.
1= .ie,4by @abel 3t+e label s+o,s up *or Comparison 1rap+s a!ailable
in Balanced Scorecard. Not used in DBI.
1> 0rototype .alue 0re*i6 3 contains t+e prototype !alue. Not used in
DBI.
1? Dimension &bCect .alues &rder 3 Indicates t+e order in ,+ic+ t+e
!alues ,ill be displayed in t+e drop do,n. C+oose one *rom
alp+abetically8 user code or system code. Not used in DBI.
1D Comparison &rder 3 Indicates t+e order in ,+ic+ t+e /0I !alues ,ill
appear in t+e -rap+ and table ,+en Comparison or !ie, by is selected.
C+oose one *rom Ascendin-8 Descendin- or same order as in drop
do,n. Not used in DBI
1F Comparison @abel Source 3 Not used in DBI
(0 @on- @ist o* .alues 3nable t+e lon- list o* !alues.
%3
2 b) %o mo!e to t+e ne6t screen8 clicA 9Ne6t: button.
Data Source
!4 "et Data "ource
1( a) nter !alues *or t+e *ollo,in-:
17 Source .ie,H%able 4 nter t+e !ie, or table name t+at contains t+e
dimension obCect !alues. See 0rep Instructions *or t+e custom !ie,.
1; nter: ADS#DBI#DIM#.
1=
1> Source .ie, &bCect Name 3 )eser!ed *or *uture use.
1? De*ault .alue
1D o 'i6ed .alue 3 all *ield to +a!e a de*ault !alue.
1F o 0@HS5@ 'unction. S5@ *unction to -et t+e de*ault !alue o* t+e
dimension obCect. I* selected8 you must enter a !alid 0@HS5@
'unction.
(0 Master Dimension &bCect: )eser!ed *or a *uture *unction.
%4
b4 "elect Finis+
%.
Define report
1 1) @aunc+ )eport Desi-ner
0 a) N: Daily business Intelli-ence Desi-ner > )eportin- > )eport Desi-ner
() %o create a ne, report8 clicA 9Create: button.
Primary Attributes
34 /nter Report Attributes
1 a) 'ill in t+e !alues *or t+e *ollo,in-:
( Name: nter: "" Custom )eport
7 Internal Name: <System 1enerated)
; Application: "" Custom
= 'unctional Area: Customer De*ined
> Description: %+is is a custom report
b) Select Continue
Data Source
44 C+oose Data "ource
& Select 6istin- Data Source radio button to c+oose a !ie, or a table.
%6
=) C+oose data source type.
0 C+oose eit+er 9!ie,: or 9table:. 'or t+is e6ample8 c+oose 9.ie,:.
1 >) C+oose data source.
0 a) Ne6t to 9.ie, Name:8 <B) Searc+ 'or .ie, Name.
b) In 9Searc+ by .ie, Name8 enter 9ADS#DBI#'AC%#.:
c) Select 'inis+ed
%7
% ?) Map column to dimension obCect.
0 a) $se c+art to complete t+e mappin-s.
Column Name Column ype Measure!Dim
ension Object
Mappin"
Display #abel Dimension
0$)CGAS#AM%#1 Measure 0urc+asin-
Amount
S$00@I)#ID Dimension &bCect Supplier Supplier Supplier
&)1#ID Dimension &bCect &peratin-
$nits
&peratin-
$nits
&r-aniIation
0&#I%M#ID Dimension &bCect 0urc+asin-
Items
0urc+asin-
Items
Item
A00)&.D#DA% Dimension &bCect Day Day %ime
SMA@@#B$SINSS#'@A1 Dimension &bCect "" Small
Business
Small
Business
"" Small
Business
2&MN#&2ND#'@A1 Dimension &bCect "" 2omen
&,ned
2omen
&,ned
"" Small
Business
%0
% b) ClicA 9'inis+: button.
%!
Define Report Format
1 D) dit 0arameter )e-ion.
0 a) %o c+an-e t+e parameter re-ion properties8 clicA 9dit: linA on t+e
parameter re-ion.
2&
1 F) Modi*y parameter layout.
1 a) Modi*y @ayout
( i) $se t+e up and do,n arro, to c+an-e parameter placement.
7 ii) )e4label parameters in t+e 0arameter @abel *ields.
; iii) $nc+ecA 9Display: c+ecAbo6 to +ide parameters.
. i!) $se 0arameter @ayout @&. to c+an-e t+e layout.
b) Select t+e J.ie, ByK display c+ecA bo6.
> b) Sa!e c+an-es
? i) ClicA 9Apply: to sa!e c+an-es.
1 10) Add 1rap+
0 a) <B) Ne, in re-ion belo, t+e 0arameter re-ion and <B) dit .
2%
1 11) dit 1rap+
1 a) nter !alues *or t+e *ollo,in-:
( %ype: StacAed Bar (D
7 %itle: 0urc+ased Amount
; L4A6is %itle:
= b) %o sa!e c+an-es8 clicA 9Apply: button.
%24 A)) a lin< to t+e report by clic<in6 t+e /)it in t+e t+ir) re6ion on t+e report. 3ote
t+at t+is re6ion is blan<. 9+is s because lin<s are optional *or reports
%34 Clic< t+e A)) Menu -tem button.
%44 "elect t+e Daily $ayables -ntelli6ence responsibility. "elect =o
%.4 "elect -n>oice Acti>ity report
22
%64 "elect Apply
%74 Clic< A)) 8R1
%04 /nter t+e *ollowin6
9itle7 Oracle
8R17 +ttp7??www.oracle.com
%!4 "elect Apply
2&4 "elect Apply
23
1 (1) Sa!e report modi*ications.
0 a) %o sa!e all c+an-es8 clicA 9Sa!e: button.
1 b) ClicA 9'inis+: button.
1 c) ClicA 9Add to Menu: icon ne6t to t+e Custom )eport.
Publis$ Report to Menu
1 (() ClicA *las+li-+t icon to launc+ pop up searc+ ,indo,.
1 (7) Searc+ *or menu.
0 a) In 9Menu Name: *ield8 enter 900 C$S%&M MN$: and <B) 1o.
1 b) ClicA 5uicA Select to t+e 900 C$S%&M MN$:.
% (;) %o sa!e c+an-es8 clicA 9Apply: button.
Wait about 5 to 10 min, then navigate to your custom responsibility to view the
custom report
24
Create %P&
Responsibility7 Daily #usiness -ntelli6ence Desi6ner
234 $er*ormance Measurement7 Measure Desi6ner
"elect Create
'nter t$e Measure Primary Attributes
3ame7 '' $urc+ase Amount
-nternal 3ame7 2system )e*ine)4
Application7 '' Custom
Function Area Customer De*ine)
Description
"elect 3e@t
Additional Attributes
2.
Accept t+e )e*aults
Activity/Balance: Select the type of measure, either activity or balance. Activity
measures consider all the data in a given period, while balance measures consider
only the last data in a given period for computation purposes.
Aggregation Method: Select the method for aggregating data S!", A#$, "%&, or
"A'.
Unit of Measure: Enter a unit of measure for the measure, such as dollars, units,
or people.
Measure Improvement: Select the method for determining when the measure is
improving. (ou can choose to show improvement if the measure increases or if the
measure decreases. )or e*ample, increased +evenue is an improvement, however, a
decrease in Service -ac.log is considered an improvement.
Prototyping: Set the prototype method and data ranges for the measure.
/rototype data enables you to test and demonstrate measures before publishing
them.
0. Clic. &e*t.
Cause and Efect
1. 2he Cause and Efect feature is reserved for future use. Select &e*t.
Data Source
3. De4ne a data source for the measure. Enter the following information
Data Source '' Custom +eport
Source Column &ame /!+C5ASE6A"26$
Detailed +eport in Alert /7 /urchases
26
Ensure that the Enable Detailed +eports in 8/% +egion
"elect Finis+ to sa>e your wor<
Aou may recei>e a messa6e you are about to c+an6e t+e $rimary Data "ource *or t+is
measureB t+ere*ore t+e *ollowin6 report obects will be mo)i*ie).
"elect Aes to continueC
27
Create custom Das$board
1 1) @aunc+ )eport Desi-ner
0 a) N: Daily business Intelli-ence Desi-ner > )eportin- > Das+board
Desi-ner
1 () Create Das+board
0 a) ClicA 9Create: button
Primary Attributes
1 7) nter Das+board 0roperties
1 a) nter t+e *ollo,in- !alues:
( Name : "" Custom Das+board
7 Internal Name: <system -enerated)
; Application: "" Custom
= 'unction Area: Customer De*ined
Select Continue
Define #ayout
1 ;) Add 0arameters *rom a report
0 a) ClicA on t+e select linA in t+e parameter re-ion.
20
=) C+oose )eport
1 a) Searc+ *or )eport
( i) nter t+e *ollo,in- *ields
7 <1) Name: '' Custom Report
; <() 'unctional Area: Customer De*ined
= <7) %ype: )eport
> ii) ClicA 91o: button.
? b) C+oose )eport
D i) $se radio button to c+oose t+e report.
2!
F c) ClicA 9Ne6t: button.
1 >) C+oose t+e parameter re-ion.
0 a) $se radio to select t+e parameter re-ion o* t+e report.
1 b) ClicA 9Ne6t: button.
1 ?) )e-ister 0arameter )e-ion
3&
1 a) ClicA 9)e-ister as ne,: radio button <)ecommended).
( b) $se de*ault !alues or enter re-ion properties:
& i) Name: 00 Custom )eport
1 ii) Internal Name: <system -enerated)
( iii) Application 3 "" Custom
7 i!) 'unctional Area: Customer De*ined
; !) Description:
7 c) %o enable t+e !ie,4by in t+e parameter re-ion8 clicA t+e 9nable .ie, by
in Das+board: radio button.
; d) ClicA 9'inis+: button.
3%
1 D) Sa!e t+e Das+board.
0 a) ClicA 9Sa!e: button.
1 F) Add 1rap+
0 a) ClicA 9Select: linA in t+e re-ion.
1 10) C+oose )eport
1 a) Searc+ *or )eport
( i) nter t+e *ollo,in- *ields
7 <1) Name 3 )eport Display Name
; <() 'unctional Area 3 'unctional area o* t+e report
= <7) %ype 3 nter 9)eport:.
> ii) ClicA 91o: button.
? b) C+oose )eport
D i) $se radio button to c+oose t+e report.
32
F ii) ClicA 9Ne6t: button.
1 11) C+oose 1rap+
Note: In t+e -rap+8 de*ault 9.ie, By: !alue is s+o,n in t+e parameter re-ion and
,ill be used as t+e de*ault ,+en added to t+e das+board. %+e de*ault 9.ie, By:
can be c+an-ed in t+e parameter re-ion8 t+en clicA t+e 9Ne6t: button.
1 a) $se radio button to c+oose t+e -rap+.
( b) C+oose t+e .ie, By de*ault in t+e parameter re-ion.
7 c) ClicA 9Ne6t: button.
33
1 1() )e-ister ne, -rap+ re-ion.
1 a) ClicA 9)e-ister as ne,: radio button <)ecommended).
( b) $se de*ault !alues or enter re-ion properties:
7 i) Name 3 t+is is t+e display name
0 c) ClicA 9'inis+: button.
34
1 d) ClicA 9Sa!e: button.
1 17) Add Ne, )e-ion 1roup
0 a) ClicA 9Ne, )e-ion 1roup: button.
1 1;) Added Ne, )e-ion 1roup
0 a) ClicA select on ne, re-ion.
1 1=) C+oose t+e )eport
1 a) Searc+ *or )eport
( i) nter t+e *ollo,in- *ields
7 <1) Name 3 )eport Display Name
; <() 'unctional Area 3 'unctional area o* t+e report
= <7) %ype 3 nter 9)eport:.
> ii) ClicA 91o: button.
? b) C+oose )eport
D i) $se radio button to c+oose t+e report.
F ii) ClicA 9Ne6t: button.
1 1>) C+oose %able
Note: In t+e table8 de*ault 9.ie, By: !alue is s+o,n in t+e parameter re-ion and
,ill be used as t+e de*ault ,+en added to t+e das+board. %+e de*ault 9.ie, By:
can be c+an-ed in t+e parameter re-ion8 t+en clicA t+e 9Ne6t: button.
1 a) C+oose t+e radio button to select t+e %able re-ion
( b) C+oose t+e .ie, By de*ault in t+e parameter re-ion.
7 c) ClicA 9Ne6t: button.
3.
1 1?) )e-ister %able )e-ion.
1 a) ClicA 9)e-ister as ne,: radio button <)ecommended).
( b) $se de*ault !alues or enter re-ion properties:
7 i) Name 3 t+is is t+e display name
; ii) Internal Name 3 t+is is t+e internal name o* t+e parameter re-ion.
= iii) Application 3 t+is is t+e application t+e re-ion belon-s.
> i!) 'unctional Area 3 t+is is t+e *unctional area t+e re-ion belon-s
? !) Description 3 t+is is t+e description o* t+e re-ion.
D c) ClicA 9'inis+: button.
1 1D) Sa!e C+an-es.
0 a) ClicA 9Sa!e:.
1 1F) Delete )e-ions.
0 a) ClicA t+e tras+can icon on un,anted re-ions.
1 b) ClicA 9Sa!e: button.
1 (0) Complete t+e das+board.
0 a) ClicA 9'inis+: button.
Publis$ Das$board
2%4 A)) t+e Das+boar) to t+e '' Custom Menu
3a>i6ate to t+e custom responsibility to >iew t+e )as+ boar).
36
Create %P& #ist
1 1) @aunc+ Das+board Desi-ner.
0 a) Na!i-ation: Daily Business Intelli-ence Desi-ner > )eportin- >
Das+board Desi-ner
1 () Access Das+board.
0 a) %o open an e6istin- das+board8 enter t+e das+board name in name
*ile and c+oose t+e *unctional area8 t+en clicA 91o: button. Select t+e
update icon *or your das+board.
1 b) Create a ne, re-ion in t+e second re-ion -roup.
37

% 7) Create /0I @ist
& a) C+oose 9All: in 'unctional Area.
% b) C+oose 9/0I @ist: in %ype @&..
2 c) ClicA 9Create: button.
Primary Parameters
% ;) Name /0I @ist and t,o /0Is.
1 a) nter !alues *or t+e *ollo,in- sections and *ields:
( i) 0rototype 0roperties:
7 Name: "" /0I @ist display name o* t+e /0I list : "" /0I @ist
; Comparison 1rap+: controls ,+et+er t+e Comparati!e 0er*ormance
1rap+ic is displayed and ,+ere it allo,s peer comparison: None
= .alue Column Geadin-: allo,s user to c+oose t+e !alue column +eadin-
label: accept de*ault
S+o, C+an-e Column: controls i* t+e C+an-e Column is displayed: No
>
? ii) /0I @ist:
/0I: t+is *ield displays /0I label in t+e ro, o* t+e /0I re-ion. Note:
once the KPI is saved it cannot be changed. : "" /0I Measure
Drilldo,n $)@: t+is $)@ imbedded in t+e /0I label.
0rototype .alue: t+e !alue to be displayed on t+e prototype.
0rototype C+an-e: t+e c+an-e !alue to be displayed on t+e
prototype.
30
Increase: t+is *ield tells t+e system i* t+e increase is -ood or bad.
&nly ,orAs in prototype mode.
'ormat: t+is *ield tells t+e number *ormattin-. Applies to /0I and
de*ined in t+e /0I.
Comparati!e 0er*ormance: t+is *ield allo,s user to c+oose t+e
comparison based on actual or t+e c+an-e !alue.
& b) Select t+e /0I ClicA 9Implementation 0roperties: button.
3!
1 =) $pdate /0I @ist and /0I properties.
1 a) nter !alues *or t+e *ollo,in- sections and *ields:
( i) /0I @ist 0roperties
7 Internal Name: t+is *ield is t+e internal name o* t+e /0I @ist.
; Application: Myour application>
= 'unctional Area:Myour *unctional area>
> Description: t+is *ield is t+e description o* t+e /0I @ist.
? Comparison Dimension: t+is *ield is t+e dimension used to compare
across all /0I in t+e /0I list.
D ii) $pdate /0I 0roperties
F ClicA *las+li-+t button to s+o, t+e list o* 0er*ormance Measure.
1 >) C+oose 0er*ormance Measure: "" 0urc+ase Amount
1 ?) C+oose @inA: 00 Custom )eport
& D) ClicA 9Apply: button.
4&
F) Select 'inis+
10) Na!i-ate to t+e custom responsibility to !ie, t+e das+board
0
4%
Create a Drilldown Report
1. Na!i-ate: Daily Business Intelli-ence Desi-ner > )eportin- > )eport Desi-ner
(. Searc+ *or prede*ined custom report
3. "elect =o
4. "elect Duplicate icon
42
.. Rename t+e report7 && Custom Report Drill)own
6. "elect Continue
7. A)) t+e *ollowin6 Columns7
Column Name Column ype Measure!Dim
ension Object
Mappin"
Display #abel Dimension
A.1#0)IC Measure 0rice
5$AN%I%L Measure 5uantity
BAS#$&M $&M
43
0. "elect Finis+?Apply
!. Delete t+e 6rap+ re6ion7 select t+e )elete icon.
%&. /)it t+e parameters7
%%. "et t+e )e*ault >iew by to D$urc+asin6 -temsE
44
%2. "elect Apply
%3. /)it t+e table re6ion
"elect e)it *or t+e table re6ion
%4. 8nselect t+e =ran) 9otal bo@ *or t+e $rice column
%.. "elect t+e up)ate icon *or t+e $rice column
4.
%6. C+an6e t+e A66re6ate Function to A>era6e
%7. "elect Apply
%0. C+an6e t+e De*ault "ort Column to7 $urc+asin6 Amount
%!. "elect Apply
46
2&. "elect Finis+
2%. $ublis+ t+e report to t+e custom menu
23ote in or)er t+e )rill to a report t+e report must be publis+e) to t+e menu4
22. 8p)ate t+e ori6inal report
23. "elect /)it in t+e table re6ion.
47
24. "elect t+e up)ate icon *or t+e "upplier column
2.. "elect 8p)ate on t+e "upplier line
26. "elect t+e Report ra)io button
40
27. /nter report7 && Custom Report Drill)own
20. De*ault View #y7 $urc+asin6 -tems
2!. "elect Apply
3&. "elect up)ate on t+e purc+asin6 items line
3%. "elect Report ra)io button
32. /nter report7 && Custom Report Drill)own
33. De*ault View #y7 "upplier
4!
34. "elect Apply
3.. "et t+e De*ault "ort Column to $urc+asin6 Amount
36. "elect Apply
37. "elect Finis+
3a>i6ate to t+e custom report or )as+boar) to )rill)own
.&

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