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Schedule an OTBI agent to send the analysis using parameters

CristinaTanasescu

Hello,

We have created an OTBI analysis, for which the parameters are as follows:

--Year to Date;

--Ledger ;

Also, I created an agent to send daily by e-mail the report to the business user.

Though, I did not find a way though which to pass a parameter for the "Year to Date" field when running the agent.

Can you please let me know how can I correctly pass the OTBI parameters to the analysis, as the content of the analysis without any parameter is very heavy.

Thank you

Cristina

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Nathan CCC

Hi Cristina,

When you create your agent at design time in Delivery Content you can use Customize... to set a value for your filters in your analysis that you have deleted to deliver using this agent.

Also if you publish your agent for subscription then the consumer can likewise do the same when they subscribe to the agent. In the manual see Customizing your agent subscriptions.

Oracle® Fusion Middleware

User's Guide for Oracle Business Intelligence Enterprise Edition

12.2.1.3.0

E80922-02 November 2017

https://docs.oracle.com/middleware/12213/biee/BIEUG/GUID-2419AD39-ECAF-41B0-B28A-C5EABDB371CF.htm#biee0083

And remember if you do not want to be hard coding a value, then similar to how you can make the default values of a dashboard prompt be based on the results of an analysis query, you can also make a filter in your analysis be based on the results from a sub query analysis. For example, get the year for the last day of the previous period using timestamp functions based on the variable CURRENT_DATE.

CristinaTanasescu

Hello Nathan,

Thank you for your reply!

Do you know if there is any specific access that would allow me to customize the content?

For me, it is greyed out and I am logged in with an implementation user.

Best regards,

Cristina

Nathan CCC

Hi,

Are you sure it is privileges. Does the analysis you have selected have a filter? If I delete the filter from my analysis then the customize button is indeed greyed out.

Anyway just in case to review privileges to your user and /or role(s) then as bi administrator go to this page /analytics/saw.dll?PrivilegeAdmin Out of the box only 2 privileges are restricted from Authors.

CristinaTanasescu

Hello Nathan,

Yes, my analysis has filters:

Thank you,

Cristina

CristinaTanasescu

Hello Nathan,

Is there any chance that you might have seen my last update?

I have retried the suggested step and I am unable to see the Customize option enabled.

And there are filters to my analysis:

Thank you,

Cristina

Nathan CCC

Hi,

Did you try edit the filters you want to change at runtime from "is equal to / is in" to "is prompted"

Its at the bottom of the list of values in Operator when you create/edit a filter.

Vibha Pandey - Oracle

hi Nathan,

I have filters that have 'PROMPTS'. Even with this the 'Customize' option is greyed out for me. I have BI ADMIN role as well.

Jits_Orcle

Hello Vibha,

There are two steps that you would need to achieve this:

1.) Make the parameter/Filter operator as "Is prompted" in the analysis

2.) Navigate to the Agent and under "Conditions" section click on the pencil icon and add these details

Create condition based on —> select Analysis and then click on browse button to select your analysis

Post that automatically your parameters will come up for scheduling

Thanks, Please accept this as answer if this works for you.

Nithin Nannuri

Hi,

After I used dashboard page, the customize option is grey out only…To update the parameters here.

Can anyone please help me how can I enable this option.

Thanks in advance.

Jiony M

Hi Nithin,

Did you manage to resolve your issue?
I just figured out how to enable the "Customize" option. If yours is working now too, please let me know what approach you used.

Select Content 'Analysis' > Click Browse > Select the OTBI report

Then it will allow you to update the parameter/filter: