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Introduction

For a typical implementation project there is always a need to get Data from the system in different output formats like RTF, PDF, Excel, XML and many more. But at times the consuming application does prefers receiving a CSV (Comma Separated Value) file. In this article we would demonstrate how to get a Comma Separated Value file using BI Publisher in Oracle Fusion Application.

So let-us get started.

 

Worked Example

There are certain steps to be followed to achieve the same.

  1. Creating a Data Model

  2. Creating a Report

  3. Making Appropriate Changes in the Report to ensure CSV Output is received

We would go through each one of the steps in detail.

 

Creating a Data Model

For this example, we would create a Data Model based on a sample XML file (contains dummy data).

As a first step we need to login to the application and navigate to the BI Catalog.

 

Once you click on the Sign In Button this will take you to the HomePage.

 

We would now need to click on the top left hand side icon (horizontal lines) which would open up a popup menu containing embedded links for various areas within the application. We would need to click on ‘Reports and Analytics’ link to navigate to Report Home

 

Once we point the mouse on the hyperlink and click on same this would take us to the ‘Reports and Analytics’ Page

 

As a next action we would have to click on the Book icon (Yes! the one underneath ‘Reports and Analytics’ and with an Open Book Image beside it and we would land up on Catalog Homepage wherefrom we need to click on New->Data Model

 

We need to click on the link and then create a Data Set. We need to use the XML File Option for creating the Data Set. Click on the 'Diagram' tab and select 'XML File' from the options.

 

Once Selected it would open a popup window

 

We would need to populate the following details

Attribute Name

Attribute Value

*Name

SampleDataSet

XML File

Shared (Default value)

*Data Source

Demo files (Default value)

*File Name

<Left Blank as we would use Local Option>

Local

Enabled

File Name

<Local File Name which is being uploaded>

 

Once we click on OK we should be able to see the next screen

 

Next, we need to click on the ‘View Data’ Button on top right hand side and when the data appears save the same as Sample Data ( a confirmation message would be shown when the above action is successful)

 

We just need to save the Data Model and our first step of Creating a Data Model is complete.
 

Creating a Report

Once we have saved the Data Model ( we have used the name SampleDataModel for this example) we need to click on the ‘Create Report’ button and complete the layout design.

 

Select Use Data Model>Guide Me>Next

 

Create Report>Page options - Portrait> Layout - Table> Next

 
In the next step we need to map all the fields we would like to have in the Report layout. Since we do not want to perform any summary operation we should uncheck the ‘Show Grand Totals Row’ and then click on the Next button
 
View Report>Finish
 

We need to click on the ‘Finish’ button, navigate to the specific folder location where we want to save the report, give a name to the Report and save the same.

This brings us to the end of the second step of ‘Creating a Report’

Changing Report Layout Properties to get CSV Output

If we view the report as-is (without any changes the output would appear as below)

Now we need to make changes in the Report to ensure we get the desired CSV output. For this we should click on ‘Actions’ icon on top right hand side and then choose the ‘Edit Report’ option

 

Next we need to click on the ‘View a List’ hyperlink on top right hand side of the screen

 

When we click on it this would open up the Layout page which will hold details like Layout Name, Template Name, Layout Type, Output Format, Default Format and other features.

 

We could see that there are multiple output formats selected currently but we need to ensure that we only select DATA(CSV) option. This would ensure we get CSV Data output.

 

Now hopefully once we save the report and try to view the same we should get CSV data.

And there it is.

That’s it for the day, thanks all for your time and have a nice day ahead.


Ashish Harbhajanka

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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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