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OTBI: Fusion Cloud OTBI standard Report Customization

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Rank 4 - Community Specialist

Summary

Error customization of standard OTBI report

Content

Hello There,

We are using Oracle Cloud Application 19C (11.13.19.07.0). In one of the standard OTBI reports, we would like to add 2 columns  (Last_Update_Date and Last_Updated_By of the Receipts) from the available Subject Area in the report. The details are as below

1. Report Path: Shared Folders -> Financials -> Receivables -> Receivables Balances

2. Report Name: Reversed Receipts Report

I made a copy of the reports under Custom folder (same standard folder path as above). I included the 2 columns in both the Subject areas of the report. On execution it gives an error message. 

Please find attach the snapshot of the actions I have performed for your reference:

1. Catalog files:

.    a. Reversed Receipts Report.catalog

     b. Report Components.catalog

     c. Prompts.catalog

2. CustomerConnectExplanation-Print Screens OTBI.docx

 

My questions:

1. What are the steps you need to do when you have to customize a standard OTBI report?

2. How can I make this report work as per the requirement?

 

Appreciate your help. Look forward to hearing from you.

 

Thank you

 

Regards,

Donald

 

 

Version

Oracle Cloud Application 19C (11.13.19.07.0)

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Answers

  • Rank 5 - Community Champion

    Hello Donald,

    This is a union report and in order to modify or add the columns to the union report you will need to make sure that the number 
    and data types of the columns must be the same in all the subject areas.

    So as per your requirement you want to add Last_Update_Date and Last_Updated_By columns to this report so in order to do that 
    you will need to pull these columns from the relevant subject area and pull the columns of the same data type from the other subject area.

    I have created one test report for your reference, please find the attached archive file.

    Hope this helps!

    Let me know in case you need further assistance.

    Best Regards,
    Aman Jain

    test report.jpg

  • Rank 4 - Community Specialist

    Thank you Aman for taking the time to provide the guidance.

    I will try to apply and will keep you updated.

    Regards,

    Donald

  • Rank 4 - Community Specialist

    Hello Aman,

    I had a look at the test catalog file of yours and tried to do the same,but not success.

    I have attached a document with the steps I performed and my questions stated in it. There are a few other OTBI reports similar to this ones which I need to modify as well

    Could you please take a look at the same and advise?

    Many thanks

    Regards,

    Donald

  • Rank 5 - Community Champion

    Hello Donald,

    I have created a detailed document, please go through it.

    Let me know in case you need further information.

    Best Regards,

    Aman Jain

  • Rank 5 - Community Champion

    Hello Donald,

    I have created a detailed document, please go through it.

    Let me know in case you need further information.

    Best Regards,

    Aman Jain

  • Rank 4 - Community Specialist

    Hello Aman,

    Thank you very much for the document. Something new I learned.

    Created a new OTBI with same Subject Areas, with 3 columns and they worked like you have mentioned in your document. I could see a new column coming up in the 2nd Subject Area.

    ------------------------------------

    The Actual OTBI Report

    ------------------------------------

    Took a new copy of the original version version

    I followed your document. At the end I added the last updated by column in the Subject Area 1.

    In the 2nd Subject Area, at the end of the layout, after the '...'.column,  I do not see any new columns coming up which would say 'Add Column (Last Updated By) 4th printscreen in your document.

    Therefore, in the 2nd Subject Area, I pulled out manually a  'Char' column and placed it at the end of the layout. It errors out the message “….number of columns and their data types…”

    I go to the Show Results layout, the column Last Updated By is missing

    I have attached the document of the sequence I am following, for your reference.

    Look forward to hearing from you.

     

    Regards,

    Donald

  • Rank 4 - Community Specialist

    Hello Aman,

    Attached the catalog file for your reference.

    Regards,

    Donald

  • Rank 4 - Community Specialist

    Thank you Aman for your solution.

    It was a browser problem. In Chrome I was not able to see the 'Add Column...' whereas in MozillaI was able to create it as per the steps you mentioned.

    Regards,

    Donald

  • Rank 5 - Community Champion

    Happy to help :) 

  • Rank 2 - Community Beginner

    Hi everyone! I am having issues adding a column on a similar type of OTBI - I followed the steps in the document of @Aman Jain-Oracle (Thank you - very detailed!!), but keep getting either an error message when trying to view the results, or the data in the column on the report has nothing to do with the real data (as if the columns' data shift and it becomes messy).

    Tried different browsers with no luck.

    Did anyone else experienced that?

    Trying to add task number column to the Project capital costs report

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