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
- 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.