Drill Down (Master - Detail) in OTBI Report

           Drill Down (Master - Detail) in OTBI Report

Overview Steps

A.     Create two Analysis

1^st analysis report where Subject area is Payable Invoice report.

Columns: Invoice_Number, Invoice_Date, Invoice_Description, Invoice_Amount, Supplier.

2^nd Analysis report where Subject area is Supplier Real Time (Subject Area)

Columns: Supplier (Supplier Name), Supplier_site (Site, Address_line_1), Supplier_Contact_Details(First_Name, Last_Name, Email_address)

B.     Create Prompt subject Area Payable invoice real time.

Catalog > Create > Dashboard prompt

Create Presentation Variable = P_Supp_Name

C.    Edit Payables Invoice Report for

i.                    Creating the presentation variable.

ii.                  Create the Interaction

D.     Edit the Supplier Report for

i.                    Creating the presentation variable

 

1.      1. Create two Analysis.

1^st analysis report where Subject area is Payable Invoice report.

Columns: Invoice_Number, Invoice_Date, Invoice_Description, Invoice_Amount, Supplier.

 Navigation > Tools > Reports and Analytics > Browse Catalog > Create > Analysis >

Select Subject Area

In search place enter – Supplier

Click on Ok Button

2^nd Analysis report where Subject area is Supplier Real Time (Subject Area)

Columns: Supplier (Supplier Name), Supplier_site (Site, Address_line_1), Supplier_Contact_Details(First_Name, Last_Name, Email_address)

In search place enter – Supplier

 

 

Click on OK button.

2.      2. Save the Analysis.

3.      3. Create Prompt with Subject Area Payable invoice real time.

Catalog > Create > Dashboard Prompt

Select Subject Area as “Payables Invoices – Transactions Real Time”

Select supplier > Supplier column

Click Ok button

 

Create Presentation Variable – P_Supp_Name

Click OK button.

Saved as Payables_Supplier_Prompt

4.      4. Creating the Presentation Variable and Creating the Interaction on Supplier Column.

Go to Catalog and open Invoice_Supplier_InvAmt OTBI report by clicking on EDIT button

And go to Criteria

Next select Supplier column setting

Select Column Properties

Click Interaction > Value – Action Links

And click on Add (+) symbol

Click on Create New Action

And select “Navigate to BI Content”

Supplier_Information OTBI report

Click on OK button

5.      5. Add new filter for the Invoice_Supplier_InvAmt OTBI report for Supplier which we have created the Dashboard Prompt.

And click on OK button

6.   6.      Edit Supplier_Information OTBI report for

Creating the Presentation Variable

Click OK Button and Save the report

7.     7. Create the Dashboard and run the report

Catalog > Create > Dashboard

Click on OK Button and it will generate one blank Dashboard.

By pulling the Payables_Supplier_Prompt and Invoice_Supplier_InvAmt

And save it and verify by clicking on Run button.

Click on Supplier name and it will navigate to the supplier details reort (Detail report – Supplier_Information)

 

      

       

  

      8. Go to Catalog and click on open for Master Detail Dashboard Report.

And edit the Invoice_Supplier_InvAmt report properties in Master detail Dashboard