X

It's All About the Platform.

  • BI
    January 25, 2016

More On Embedding BI Analytics and Reports

Richard Bingham
Senior Development Manager

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.

 

Determining The URL's

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.

Individual Analytics

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:

a) Click
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.

b) Click
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:

https://[BI Server]/analytics/saw.dll?Go&Path=%2fshared%2fSales%2fAnalytic%20Library%2fCustomers%2fTop%20Customers&Options=rmf

BI Dashboards

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:

https://[BI Server]/analytics/saw.dll?Dashboard&PortalPath=

with the following:

https://[BI Server]/[app]/BIProxy?cid=BIPresentationServer&RedirectURL=saw.dll%3fPortalPages&PortalPath=

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.

https://[BI Server]/[app]/BIProxy?cid=BIPresentationServer&RedirectURL=saw.dll%3fPortalPages&PortalPath=%2Fshared%2FSales%2F_portal%2FPipeline&Page=Overview&Action=Navigate

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:

 %2Fshared%2FSales%2F_portal%2FCompetitors&Page=Overview&Action=Navigate&col1=%22Secondary%20Dates%22.%22Opportunity%20Creation%20Enterprise%20Year%22&val1=%222015%22&psa1=%22Sales%20-%20CRM%20Pipeline%22

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.

 

BI Publisher Reports

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.

https://[bi-server]./xmlpserver/servlet/xdo?_xdo=%2FCustom%2FMyReport.xdo&_xpt=1&_xt=MyReport&_xf=html&_xusesample=true&cacheBuster=1453463523761

Another alternative is to use the embedded viewer found at the following URL. Note that this accepts multiple parameters that are report specific.

https://[bi-server]/xmlpserver/viewer.jsp?_xana=view&_xt=Personal%20Profile%20-%20BIP&_xdo=%2FCustom%2FDIP%2FCompetency%20GAPs.xdo&_xpt=1&_xt=Personal%20Profile%20-%20BIP&_xf=analyze&_xusesample=false&#8221

Consulting the related BI Publisher documentation for more detail.

 

Join the discussion

Comments ( 10 )
  • guest Friday, January 29, 2016

    Hi Richard ,

    I have gone thru this article.to embed a report/dashboard in a subtab (web content) of standard/custom object , it always throws an iframe error.But i see screenshots in your article, the dashboards clearly display in a subtab of type webcontent. how this could be overcome in your case.

    thanks


  • Oliver Steinmeier Friday, January 29, 2016

    What's the iFrame error message?

    Thanks,

    Oliver

    Fusion Apps Developer Relations


  • Srini Friday, January 29, 2016

    Error message in IE browser is that you can't display this content in iframe. Other browsers don't display anything, but a blank page.


  • Richard Bingham Monday, February 1, 2016

    Hi.

    Have you been through this article. There are some common things in there we've seen help.

    http://blogs.oracle.com/fadevrel/entry/troubleshooting_embedded_web_content

    Kind regards

    Richard


  • Srini Tuesday, February 2, 2016

    gone through this. there is an X-frame option=Same Origin, so that's the reason it doesn't allow to display reporting content. but i tried modifying the X frame option, but unable to do so. any more help on how to modify this


  • Richard Bingham Friday, February 12, 2016

    HI

    I believe this is a HTTP server configuration and somewhere in your network this is added as a header and so the client browser is blocking it accordingly. As such I think your network admin team will need to review.

    Hope this helps.

    Richard


  • Srinivas Friday, February 12, 2016

    Thanks for the message. I found the root cause. One needs to replace "BI" with "CRM" in the POD.that would solve the iframe issue.


  • Richard Bingham Friday, February 12, 2016

    Hi Srinivas

    Ahh interesting, thanks for sharing. Sounds like the BI server config is different to the CRM server, the former adding the header. I'll test this out as could be useful fact to share with others.

    Regards

    Richard


  • guest Tuesday, September 27, 2016

    how to edit the html of a report in salescloud?


  • guest Wednesday, December 21, 2016

    Hello Richard,

    I'm trying to embed a BI dashboard in a custom object tab following your example but the url always throws a server error. Does the dasboard in the BI application need an special configuration? or am I configuring the url wrong? I have something like "https://[BI Server]/analytics/BIProxy?cid=BIPresentationServer&RedirectURL=saw.dll%3fPortalPages&PortalPath=%2Fshared%2FSales%2F_portal%2FPipeline&Page=Overview&Action=Navigate".

    Thanks in advance and thanks for the article!


Please enter your name.Please provide a valid email address.Please enter a comment.CAPTCHA challenge response provided was incorrect. Please try again.