This article looks at embedding BI Analytics and Reports in your Fusion Application UI. Other articles have summarized the use of BI in Fusion Cloud Applications, and the main focus here is on determining the URL's to use to get the report alone, without the BI Authoring tooling menus and features. Firstly let's do a quick reminder of the three most common ways to embed new content into Fusion Applications (without using on-premises JDeveloper customizations).
1) Use Page Composer to 'Add Content' regions to existing pages. Generally speaking it is non-transactional pages that permit extra regions to be added. Test the target page for its compatibility.
2) Use the Page Integration Wizard. This is done under the Existing Pages (the stacked box tab on the left) to add empty Tabs. From there you can edit the empty tab in Page Composer to add content and select BI content for inclusion. The following screenshots give a quick example, and full video demonstration is available here. First we added a tab (named 'Insight') to the Opportunities page.
This is shown to use users at the top-level landing page, where the list/search of all Opportunities exists.
From here you click the new tab and Edit the page to access Page Composer. From there you can open the Add Content catalog items.
The end result is simple the tab with the selected regions and analyses added.
3) For Oracle Sales Cloud you can add a new tab inside Application Composer. This is available under the Pages link and upon editing the layout(s) you add a sub-tab and choose 'Web Content'. This accepts simply a URL string which needs to be the analysis or report. Obviously if you wish you report to by more context sensitive, accepting URL parameters values, then these can be scripted here.
This results in something like the following. Notice how the tab and report is inside the context of a single transaction, whereas the 'Insight' tab we added above shows at the next level up, for all opportunities.
Specifically for item 3 above, but possibly of general use, the remainder of this article looks at how to determine the exact URL of your analysis or report.
1. Find the report in the BI Authoring screen (accessible via the 'book' icon on the page accessed via 'Reports and Analytics' in the navigator menu). Click EDIT from the menu
2. Click the Advanced tab
3. On this page (show below), at the top, is a 'Referencing the Results. section that gives two links to the Saved Analysis:
this link to return a page at a time with links to refresh, modify, and
view a printable version of the results. Suitable for use as a Bookmark
or Favorite and within Web pages and portals.
this link to generate and download a Web Query (.iqy) file (after first
prompting for your user ID and password) and retrieving the formatted
results into Microsoft Excel.
Clearly it is the FIRST link you should copy to your clipboard and use.
The URL will look like this:
For more advanced reporting options, consider embedding a BI Dashboard, which is made up of multiple pages and components.This can be done using the following steps:
a) Open the dashboard in the BI Authoring screen
b) Click the menu to the right of the screen, which gives these options:
c) Select either the Bookmark Link (for simple analytics) or Prompted Link (to pass context values). You will get a response such as: "A Prompted link capturing the prompts and values of this page has been created. It is shown in the browser's Address Bar."
d) To avoid this opening in the BI Authoring tool you'll need to change the start of the URL (keeping the end part). Copy the URL given by the page and replace the start that is:
with the following:
Add back the report directory and parameters to the end of the URL, such as for my Dashboard under /Shared/Sales/_portal/Pipeline and opens the Overview tab of that dashboard.
It is possible to pass more complex parameter values to the dashboards. Use the same link to get the outline of the URL and replace the values as you need. Here is an example that opens specifically for 2015 as shown in the screenshot below:
The result is shown above, in the Opportunity named 'Pizza for Team' with the Overview page defaulted and the Open Year = 2015 data as defined by the URL.
Generally speaking the BI analytics are used inline to share at-at-glance information, however sometimes you may need to access a more detailed print-ready report created in BI Publisher. The following steps explain how to do embed these also. Again on the whole they can be added via the BI Catalog from Page Composer, but if you need a direct URL then this is the method to use.
1. Open the report in the BI Publisher editing screens.
2. Go to the layout editor and select the menu and pick HTML output, as shown here
This will open a new browser window with a URL like the following. Note here the report name is MyReport.
Another alternative is to use the embedded viewer found at the following URL. Note that this accepts multiple parameters that are report specific.
Consulting the related BI Publisher documentation for more detail.