Utilizing Tables in One View Reporting

Purpose

This OBE shows how to insert pivot table with calculations.

Time to Complete

25 Minutes

Background

BI Publisher Layout Editor provides several options to create graphical reports. The various components empower you to personalize reports and display JD Edwards EnterpriseOne data in a way that is intuitive.

What Do You Need?

EnterpriseOne and BI Publisher Enterprise Edition 11g installed and running, and the Database with the sample data available.

1. Use the Fastpath to access One View Customer Ledger Inquiry. Enter P03B2022 in Fastpath.
2. Change the query to All Records and enter 00001 in for Company.
3. Click , Manage Reports, Report Name, and .
4. Within Layout Editor, select Edit.
5. Set focus on the fourth row and insert a Pivot Table by dragging into the cell.

   

6. Drag Co into the top of the table.
7. Drag Customer Number into the Drag Rows here.
8. Drag A/R Reporting Code 9 Description into the Customer Number.
9. Drag A/R Reporting Code 10 Description into the Customer Number.
10. Drag Gross Amount into the Drag Data here. Re-size column sizes as needed.
11. Drag Open Amount into the grid.

    

    For both Gross Amount and Open Amount, format the columns to Numbers.

    

    To add subtotals, set the focus on the Pivot Table and click Row Subtotal and the format you want.

    

    Save the report by clicking

    To close Layout Editor, close the window.

    Note: Do not sign out. This will require you to sign out of EnterpriseOne and sign back in.

    Go back to One View Customer Ledger Inquiry and run the report.

    Your result is determined by your data. Notice how the data is automatically grouped and totaled.

    

     

    Close the report.

1. Within One View Customer Ledger Inquiry, click , Manage Reports, Report Name, and .
2. Within Layout Editor, select Edit.
3. Set focus on the fifth row and insert a Data Table by dragging into the cell.
4. Drag Customer Name, Open Amount, and Discount Available into the table.

   

5. Format Open Amount and Discount Available to be Numbers.

   Within the report, users can create simple formulas. For example, a user can create a formula to see the differences between two fields, such as Open Amount minus Discount Available. To create such a formula, the user needs to use an existing field from the data source to store and display the result.

6. For the result field, drag Gross Amount into the table.

   

7. Rename the column heading to Difference. Double click on the Gross Amount title and type Difference.

   

8. Set focus within the Difference column.
9. Select , in the Formula part of the ribbon bar.
10. Select Subtraction.
11. Make sure radio button is on Minuend. In the Parameter, select Open Amount.

    

12. Select the radio button for Subtrahend. In the Parameter, select Discount Available.

    

13. Press Ok.
14. Format the Difference column to be a number.
15. Save the report by clicking
16. To close Layout Editor, close the window.
Note: Do not sign out. This will require you to sign out of EnterpriseOne and sign back in.

17. Go back to One View Customer Ledger Inquiry.
18. Click   and select Report Name to run the report.