Oracle D2K reports

Oracle Applications 11i
Reports

2
Topics
 Reporting Tools
 Reporting Tools for Oracle Applications
 Oracle application with Reports 6i
 Character/Bitmapped Reports
 Building a Report
 Report Registration Process in OA
 Usage of User Exits

3
Reporting Tools
Many organizations struggle with the
question – What is the best
applications reporting solution for its
requirements?

4
Reporting Tools
Decision Making
Type of Reporting tool, Which satisfies the
Reporting Needs of organization.

5
Reporting Tools
Following Points influence in Decision Making:
 Different User communities with potentially Different
Information accessing the same Information Source.
 The version of Oracle Applications.
 Expertise in User Community.
 Level of Technical Support.

6
Reporting Tools
Reporting Tool Selection Plan

7
Reporting Tools
Understanding the User Audience

8
Reporting Tools
Determine Appropriate Tool Category.
Ensure that the selection process (mentioned in the previous slides)
does not overlook business requirements that are not met by reports
6i, XML Publisher, BIS and discoverer.
Oracle Reporting Tools (Major).
 Oracle Reports.
 Oracle XML Publisher
 Oracle Discoverer.
 Oracle’s business intelligence suite (BIS).

9
Scope
The Scope of this presentation is
Oracle Reports 6i

10
Reporting Tools for 11i
 Oracle Reports6i
 Oracle reports is an enterprise reporting tool that allows
organizations to build and publish high quality, dynamically
generated reports.
 Most often reporting consists of multiple queries within a single
report that may span across several functional areas.
 Oracle reports fits into this reporting category where reporting
tends to answer questions like daily sales, current available
inventory against today’s sales reservations etc.
 These are real-time reports accessing the production database
directly.

11
Reports 6i
Character Mode Reports
Character mode reports run faster.
Following are the Pre requisites for designing a report in
character mode
Set the Reports Design in Character Units property to
‘yes’
Set the report width and report height
For Landscape 132 or 180 as width and 66 as
height
For Portrait 102 as width and 85 or 116 as height

12
Oracle Apps11i With Report 6i
In the properties of the mode system parameter set
the initial value field to character.
In the layout editor’s view menu: switch grid snap on,
and in options ~ ruler settings set the number of snap
points per grid spacing to one.
Don’t use objects that are not consistent with
character mode output e.g. images, colors , drawings,
italics, ellipses, diagonal lines, drill down buttons,
multimedia etc.

13
Bitmap Reports
 Bitmap reports are used for generating either PCL or
Postscript type Reports.
 These reports use different fonts or incorporate
graphics images into a report.
 We can also build reports of type PDF, but these are
set up differently and are not bitmap reports.

14
Following are the Pre requisites for designing a report in
Bitmap mode
Go to reports designer, under data model, open up
the system parameters, right click on DESTYPE and
select properties, enter printer as the initial value and
click OK.
Right click on MODE and select properties enter
BITMAP as the initial value and click OK.

15
Differences Between Character and Bitmap Report
Character Mode Bitmap Mode
Output uses Fixed Font Output uses Proportional Fonts.
Font type, size, or style does not hold
any meaning.
Font type, size, or style does hold
meaning
Object gets mapped exactly to a set
of character-cells without any
overlapping
Objects gets mapped with
overlapping.

Report Builder Modules
Report
SELECT...
FROM...
Query
Template PL/SQL Library

Report Level Objects
Parameter
Form
Data
Model
Layout
Model
Properties Triggers
PL/SQL
program
units
Report

Data Model Objects
Data
Model
Queries Data
links
Groups
Columns Parameters
Columns

Layout Model Objects
Frames Repeating Boilerplate
frames Fields
OLE2
Layout
Model

Parameter Form Objects
Parameter
Form
Fields Boilerplate

Report File Types
Type
.rdf
.
Description
Full report definition
(includes source code and comments)
Modifiable through Builder
Binary, executable

Tabular Report
Employee List
Emp No Name Salary

Master Detail Report
Department Details
Department Name
Emp Name Salary
Department Name
Emp Name Salary

Matrix Report
Department Salaries
Job Title
Dept No

Creating a Tabular Report
• Wizard Pages
• Report Style
• Query Type
• Data Query
• Fields
• Totals
• Labels
• Template

Saving the Report
File  Save As
File—>Save
Abc.rdf xyz.rdf

Using Data Links
Dept
Deptno Dname
10 ACCOUNTING
20 RESEARCH
Ename Deptno
JONES
SCOTT
20
20
Dept.deptno=Emp.deptno
Emp

Creating a Column-to-Column Link

Create a Column
 What type of value?
 Choose the correct column tool
 What frequency?
 Create in a group or at report level
CP_
1
CP_
1

Data Model Columns
1
2
4
3
5

Summary Column
 Specific properties:
 Function
 Source
 Reset At
 Datatype depends on Source Datatype

Formula Column
 Performs a user-defined computation
 Executes a PL/SQL function
 Must return a value
 Can be Character, Number, or Date
 Returned value must match datatype
function CF_Total_salFormula return Number is
begin
return(:sal+nvl(:comm,0));
end;

Placeholder Column
 An empty container at
design time
 Populated by another
object at run time
 Before Report trigger
 Formula column at report
level
 Formula column in same
group or below placeholder
CP_1
CF_1

User Parameters
 Restrict values in a WHERE clause
SELECT EMPNO,ENAME,JOB
FROM EMP
WHERE DEPTNO = <a value>
Substitute any part of a SELECT statement
SELECT EMPNO,ENAME,JOB
FROM EMP
<a where clause>
Substitute a single column or expression
SELECT
<a column/expression>
FROM EMP

Referencing Parameters
 In Report Query
 Bind reference replaces a value:
 :parameter_name
 Parameter object may be created by default
 Lexical reference replaces a clause:
 &parameter_name
 Parameter object may be created by default

Using Bind References
SELECT empno, ename,job
FROM emp
WHERE deptno = :dept_id
Restrict values in a WHERE clause

Using Lexical References
 Use to Substitute any part of the query
SELECT empno,ename,job
FROM emp
&P_WHERE_CONDITION
&P_ORDER_BY
Note: Ensure that the number of values and datatypes
match at runtime

Layout Model - Different Sections of Report
Main
section
Employees
Report
Page 1 of 1
Header
section
End of report Trailer
section

Layout Objects
 The tool palette contains:
 Standard GUI drawing tools
 Frame, repeating frame, field objects
 Other layout objects
Drawing Tools
Text
Repeating Frame
Link File
Button
OLE2
object
Frame
Field
Chart
Anchor
Additional Default Layout

Layout Object Properties
Objects with common properties:
 Frames
 Repeating Frames
 Fields
 Boilerplate Objects
Some common properties affect:
 Sizing
 Pagination
 Frequency of display

Sizing Objects
Elasticity
Layout icons
Vertical Horizontal
fixed
expand
contract
variable

Print Frequency
Employee Report Employee Report
-1-
-2-
Employee Report
Employee Report
 Print Object On = All Pages
 Base Printing On = Enclosing Object
-3-

PL/SQL Triggers in Reports
• Describe the different types of triggers
• Describe sample uses of triggers
• Write and reference common code
• Create a PL/SQL library

Types of Triggers in Reports
 Report Level:
 Five triggers
 Report Triggers node in Object Navigator
 Layout:
 Format trigger on most objects

Trigger Code
True
False
Character
Number
Date

Sequence of Firing
Before Parameter Form
After Parameter Form
Before Report Between pages After Report

Using Report Triggers
 After Parameter Form
 Example : Build Dynamic Where Clause
SELECT empno,ename,job,sal,deptno
FROM emp
&P_WHERE_CLAUSE
function AfterPForm return boolean is
begin
IF :p_dept_id is null then
:p_where_clause:='';
ELSE
:p_where_clause:='where
deptno=:p_dept_id';
END IF;
return (TRUE);
end;

Using Layout Triggers
Format triggers:
 Exist on most layout objects
 Can suppress an entire layout section (master group
frame): No records fetched
 Can suppress the display of individual records (repeating
frame): All records fetched

Writing Common Code
At Report level:
 Object Navigator, Program Units
 Menu: Program—>PL/SQL Editor
In a library:
 Object Navigator, PL/SQL Library
 File—>New: Create new library
 File—>Open: Add to existing library
 Attach library to report

Report Builder Built-in Package
• Describe the package contents
• Output messages at run time
• Execute a drill-down report
• Create and populate temporary tables
• Modify visual attributes dynamically

SRW Package
 Standard Report Writer Package
 A collection of PL/SQL constructs that contains many
functions, procedures, and exceptions
 You can reference in any of your libraries or reports.
Note: You cannot reference constructs in the SRW package
from another product, e.g., from SQL*Plus.

Contents of SRW Package
SRW.SET_BOOKMARK
SRW.SET_ATTR
SRW.DO_SQL
SRW.RUN_REPORT
SRW.REFERENCE
SRW.SET_MAXROW
SRW.MESSAGE
SRW.PROGRAM_ABORT

Displaying Messages
Warning
WHEN <exception> THEN
SRW.MESSAGE(999,
'Warning: An error occurred in report');
Error
WHEN <exception> THEN
SRW.MESSAGE(999,
'Error: Table creating failed.’);

Performing SQL Statements
Example
SRW.DO_SQL('CREATE TABLE LOG_TABLE
(USER_NAME VARCHAR2(40),
DATE_EXEC VARCHAR2(11)' );
SRW.DO_SQL('INSERT INTO
LOG_TABLE(USER_NAME,DATE_EXEC)
VALUES(:P_USER_NAME,sysdate)');
Exception
SRW.DO_SQL_FAILURE

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Usage of User Exits
 Oracle reports provides a suite of PL/SQL procedures in the SRW
package. The user_exit procedure in this package allows you to call
user exits (pro C routines) and oracle apps reports use quite a lot of
these calls. The user exits available in oracle reports are:
—FND SRWINIT
—FND SRWEXIT
—FND FLEXIDVAL
—FND GETPROFILE & FND PUTPROFILE.
—FND calculate.
—FND FORMAT_CURRENCY

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Usage of User Exits
FND SRWINIT
 Sets your profile option values and allows oracle application
object library user Exits to detect that they have been called by
a oracle reports program.
 You always call FND SRWINIT from the before report trigger
as follows:
SRW.User_exit('FND SRWINIT');
 This user exit is important, where, in a multi-org environment to
ensure your report displays data from the user’s organization.

70
Usage of User Exits
FND SRWEXIT
Ensures that all the memory allocated for application object
library user exits has been freed. Up properly.
You always call FND SRWEXIT from the after report
trigger as follows:
SRW.USER_EXIT('FND SRWEXIT');

71
Usage of User Exits
FND GETPROFILE & FND PUTPROFILE.
These user exits let you retrieve and change the value of a
profile option.
FND calculate.
Use this routine to calculate the result of an unlimited number
of operands and operators.

72
Usage of User Exits
FND FLEXSQL
 This user exit can be called to create a SQL fragment.
 Used by the report to tailor the SELECT statement that retrieves
flexfield values.
 This fragment allows you to SELECT flexfield values or to
create a WHERE, ORDER BY, GROUP BY or HAVING clause
to limit or sort the flexfield values returned by your SELECT
statement.
 The flexfield columns defined in the report should be of data
type CHARACTER even though the table may use NUMBER /
DATE.

73
Usage of User Exits
FND FLEXIDVAL
This user exit is called to populate fields for display. Pass the
key flexfield data retrieved by the query into this user exit
from the formula column and the display values and
descriptions and prompts by passing appropriate token.
FND format_currency
This user exit formats the currency amount dynamically depending
upon:
The precision of the actual currency value.
The user's positive and negative format profile options
The location (country) of the site : The location of the site
determines the thousands separator and radix to use when
displaying currency values.

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Usage of User Exits
 Ensure you have required parameters.
Ensure that the following parameters are defined using the oracle
reports parameter screen, these will be used in the user exit calls and
SQL statements.
P_CONC_REQUEST_ID.
You always create this lexical parameter. "FND SRWINIT" uses this
parameter to retrieve information about this concurrent request.
P_MIN_PRECISION.
You reference this lexical parameter in your FND
FORMAT_CURRENCY user exit call.
P_FLEXDATA Character 600-6000
P_STRUCT_NUM Character15 Initial value = 101

75
Report Registration Process in OA
Report Deployment.
Typically the report will be developed on a PC, so when it is ready to test
in the oracle applications environment, you must:
Upload your .rdf file to the server box, ensure file is uploaded
properly. If the .rdf is not properly not uploaded the report will fail
with a signal 10 error.
Place the .rdf file it in the correct directory.
Each product (eg. GL, AP etc) will have a directory structure and you
will need to place the report in the report sub-directory of the
appropriate product. Typically the directory structures will have
names like ONT_TOP and are relatively easy to identify. You should
always place your custom reports in “mod” directories.
Ensure your report has the appropriate file permission’s which allow
the oracle concurrent manager to execute it (using chmod etc).

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 Register your report within oracle applications
Navigate to application developer responsibility after logging in to Oracle Applications

77
 Concurrent  executable

78
Identify the report to the AOL layer.
The execution file name is the operating system file name
(without the extension)
The application field tells the AOL layer where to look for
this file.

79
Concurrent  Program

80
This step sets up the report so it can be submitted by the concurrent
manager, identifying parameters which must be passed etc. The Executable
Name field is the link to the previous step. The Program name field and
Description will appear in the List of Values users see, so they should be
functionally descriptive.

81
Request Section
 MLS Function
The Multilingual Concurrent Request feature allows a user to submit a
request once to be run multiple times, each time in a different language. If
this program utilizes this feature the MLS function determines which installed
languages are needed for the request.
 Use in SRS
 Run Alone
 Enable Trace
 Allow disabled values
 Restart on system failure

82
 Output Section
 Format
 Save
 Print
 Columns
 Rows
 Style
 Style Required
 Printer

83
Oracle Reports Parameters.
Use the Parameters button to open the window shown below and define the parameters that
the report should prompt the user for. Notice that the Token field links the parameters you
list here to the parameters which your report is expecting. It is not case sensitive.

84
Concurrent manager passes program arguments to your.
Oracle reports program using tokens (so that their order does not
matter), you should write your program to receive arguments in the
same order that you specify when you call your program and pass
arguments for easier maintenance.
Oracle reports program parameters should not expect NULL.
Values. The concurrent manager cannot pass a NULL value to your
program.
Tip :It is always suggested to start the parameter sequence
from 10 and increment by 10 or as desired.

85
If your report should not be run at the same time as any other report or process
(perhaps even itself) then use the Incompatibilities button to open the window
shown below and identify them.

86
 Copy the report
Copy

87
 Add your report to the appropriate request groups.
This is usually performed by the (functional) system administrator however you may
need to do it in the test environment at least.
 Using the system administrator responsibility,
 Menu path: Security  Responsibility  Request.

88
Reports are made available to users by adding them to the Request Group
assigned to a Responsibility which in turn is assigned to users. This
effectively makes your report appear in the List of Values which the user sees
in the Standard Report Submission screen.
In the top half of the screen, query back the Request Group to which you
wish to add your report and then in the lower half of the screen create a
new record, select your report name and save.

89
FND Packages
Concurrent Program and Request Set Loaders
 FND_Program and FND_Request
 Used to programmatically create:
 Concurrent executables
 Concurrent Programs
 Parameters for Concurrent Programs
 Concurrent Request Sets
 Recommended when maintaining multiple instances (i.e. development,
test, production)

90
FND Packages
FND_Program Functionality
 Most procedures correspond to functionality provided by System
Administration forms:
FND_Program
Procedure
Corresponding System Administration
Window
Executable Concurrent Program Executable
Register Concurrent Program
Parameter Concurrent Program Parameters
Incompatibility Incompatible Programs
Request_Group Request Groups, master region
Add_To_Group Request Groups, Requests region
 Others allow for checking for the existence of programs and
components, and deleting existing programs and components
 Use FND_Program.Message to display error messages.

91
FND Packages
 Register an Executable:
Package Name: FND_PROGRAM
Procedure Name: EXECUTABLE

FND Packages
Example :
BEGIN
FND_PROGRAM.EXECUTABLE
( executable => 'KKG_LST_OF_CNTRCTS'
, application => 'KKG Custom Application'
, short_name => 'KKG_LST_OF_CNTRCTS'
, description => 'KKG List Of Contract Report'
, execution_method => 'Oracle Reports'
, execution_file_name=> 'KKG_LST_OF_CNTRCTS'
);
END;

93
FND Packages
 Register Concurrent Program:
Package: FND_PROGRAM
Procedure: REGISTER
Parameters:

94
FND Packages
Example :
BEGIN
FND_PROGRAM.REGISTER
(Program => 'KKG List Of Contract Report'
, Application => 'KKG Custom Application'
, Enabled => 'Y'
, Short name => 'KKG_LST_OF_CNTRCTS'
, Description => 'KKG List Of Contract Report'
, Executable_short_name => 'KKG_LST_OF_CNTRCTS'
, executable_application => 'KKG Custom Application'
, Save_output => 'Y'
, Print => 'N'
, Cols => NULL
, Rows => NULL
, Style => 'Landwide'
, Style_required => 'N'
, Printer => NULL
, Output_type => 'Text'
, Use_in_srs => 'Y'
, Nls_compliant => 'Y'
, Mls_function_short_name => NULL
, Mls_function_application => NULL
);
END;

95
FND Packages
 Assign a Program to a Request Group:
Package: FND_PROGRAM
Procedure: PROGRAM_ADD_TO_GROUP
BEGIN
FND_PROGRAM.PROGRAM_ADD_TO_GROUP
(Program_short_name => 'KKG_LST_OF_CNTRCTS'
, Program_application => 'KKG Custom Application'
, Request_group => 'All Reports'
, Group_application => 'Oracle Payables'
);
END;
Example :

96
FND Packages
 Register value sets for the concurrent program
Package: FND_FLEX_VAL_API
Procedure: CREATE_VALUESET_TABLE
Parameters:

97
FND Packages
BEGIN
Fnd_flex_val_api.create_valueset_table (
Value_set_name => 'KKG_SUPPLIER_SITE',
description => 'Supplier Sites for KKG List Of
Contract Report',
Security_available => 'N',
Enable_longlist => 'N',
Format_type => 'Char',
Maximum_size => '150',
Precision => NULL,
Numbers_only => 'N',
Uppercase_only => 'N',
Right_justify_zero_fill => 'N',
Min_value => NULL,
Max_value => NULL,
Table_application => 'Oracle Purchasing',
Table_name => 'PO_VENDOR_SITES',
Allow_parent_values => 'N',
Value_column_name => 'VENDOR_SITE_CODE||''~''||
ATTRIBUTE1',
Value_column_type => 'Varchar2',
Value_column_size => '150',
Meaning_column_name => 'VENDOR_SITE_CODE||''~''||
ATTRIBUTE1',
Meaning_column_type => 'Varchar2',
Meaning_column_size => '150',
Id_column_name => 'VENDOR_SITE_CODE||''~''||
ATTRIBUTE1',
Id_column_type => 'Varchar2',
Id_column_size => '150',
Where_order_by => 'where rowid in (select max
(rowid)
From PO_VENDOR_SITES
Group by VENDOR_SITE_CODE||''~''||ATTRIBUTE1)',
Additional_columns => NULL);
END;
Example :

98
Tips
 Report in Microsoft excel.
A character mode report that saves its output to a file with an extension of .Csv, will
automatically be recognizable by MS excel.
 Beware of traps when modifying existing reports!
If you are modifying an existing report, you begin by FTP’ing it up to your PC and
opening it in the reports designer there. Very often the report will give you error
messages about missing packages. The messages should give you the name of the
packages and you will be able to find them in the plsql subdirectory of the application
to which the report belongs on the server side.

99
Definitions
 APPS schema.
An ORACLE schema that has access to the complete oracle applications data model.
 Standard report submission (SRS).
The procedure to submit a background report to the concurrent manager using SRS is the same
regardless of the product that owns the report. SRS takes advantage of shared flexfield value sets.
Custom reports can be integrated into standard report submission so that they can be submitted and
monitored using the same procedures as other oracle applications reports. Developers can set up
certain menus and responsibilities to access custom reports or standard objects.
 Repeating frames
Repeating frames are used to display the rows of data that are retrieved for a group. Thus, they
"repeat" until all the data is retrieved.
 Frames
Frames are used to keep layout objects together and can be used to protect layout objects from being
overwritten by repeating frames at runtime.
 Fields
Fields define how columns appear in a report, such as the format of currency amounts and dates
 Anchors
Anchors are used to determine the relative positioning of one object to another in a report. The anchor
attaches the anchored object, or child, to an anchoring object, or parent.

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