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The information displayed in a report is from data currently in the data object used in the report. Data objects are created in Oracle BAM Architect and stored in the Oracle
BAM Active Data Cache. The data designer manages data objects using Oracle BAM Architect. More information about data objects is available in Creating Oracle BAM
Data Objects in Oracle Fusion Middleware Developers Guide for Oracle SOA Suite.
You can share reports with other Oracle BAM Active Studio users by creating folders containing reports in the Shared Reports page. Assign permissions to allow users to
view, create, or delete reports in a particular folder. More information about folders and permissions is available in
Chapter 10, Organizing and Sharing Reports. After creating reports, you can create alert rules that monitor data related to specific
reports and send alerts to users. Alert rules can include conditions to launch the alert when data in a report changes, when its a certain time, or when other events occur.
You can deliver reports through alerts to users by e-mail containing report URLs or graphic renderings of the report. See Creating Oracle BAM Alerts in Oracle Fusion
Middleware Developers Guide for Oracle SOA Suite for information about creating alerts.
3.2 Creating Tiled Reports
You create reports containing one or several views on data objects from either the Home, My Reports, or Shared Reports tabs. The following is a summary of how to
create reports:
1. Click Create a New Report. This button appears on the Home, My Reports, or
Shared Reports tabs. The Create a new report toolbar icon also creates a report. 2.
Choose a report template. Tiled report templates include layouts for a single view or multiple views. A columnar report template is a continuous report view over
several pages and has specific formatting options.
3.
Choose a view type for each space in the template. View types include streaming lists, updating lists, bar charts, line charts, area charts, combination charts,
columnar reports, KPIs, crosstabs, and spreadsheets.
4.
Choose a data object. The View Editor walks you through selecting a data object, fields, and other options in a wizard format.
5.
Define formatting properties for the view. Depending on the view type you select, formatting options vary. For example, for lists, you can format text and
background colors. Only Market Arrow does not contain any formatted text.
To create a report: 1.
Click Create a New Report.
The layout templates are displayed. Tiled templates provide a layout for multiple views on one page.
2. Select a template. Select a tiled layout, or select the Columnar Report template to
create a multiple-paged, continuous format columnar report. If you want to create a columnar report see
Section 3.3, Creating Columnar Reports.
Creating and Managing Reports 3-3
A group of view types is displayed in each of the template areas. View types include charts, lists, KPIs, crosstabs, and spreadsheets.
3.
Select a view type.
A preview image of the view is displayed, and the View Editor opens at the bottom of the screen.
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4. Select a data object in the Choose Data Object step in the View Editor, and click
Next
.
The data object is the source of data for the report. Data objects are created using Oracle BAM Architect and are organized into folders by the Oracle BAM Architect
user.
5.
Depending on the view you selected, select fields by choosing from the following options:
■
To select fields for List views: For list views, select the field check boxes to include fields.
Creating and Managing Reports 3-5
If the data object contains 10 or fewer fields, the fields are automatically selected in the Data Fields list. If more than 10, you must manually select
fields. Click select none to clear all of the check boxes. The link switches to select all
so you can select all of the fields again.
For more information about formatting List views, see Section 4.1.3,
Configuring List View Formatting Properties.
■
To select fields for Chart views:
For chart views, click the field check boxes in the Group By list.
If a field, for example Year, is a number, but you want to group on that value, click Include Value Fields so that it is displayed in the Group By list.
In the Chart Values list, select the check boxes for value fields to aggregate in the chart, and select a function in the Summary Function list.
For information about the summary functions, see Section 5.6, Applying
Summary Functions to Groups.
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For more information about formatting Chart views, see Section 4.2.3,
Configuring Chart View General Formatting Properties.
■
To select fields for KPI views: For KPI views, such as the arrow and gauges, select a field from each list
where you want to display data.
You are not required to choose a field for every drop down list. For more information about formatting KPI views, see
Section 4.4.3, Configuring KPI View Formatting Properties.
6. Click Next.
The list of additional options is displayed. You can click a link to create a filter, create a calculated field, add another data object to the view, or change the view
properties.
Each of these options is described in detail in Chapter 5, Manipulating Data in
Views, and
Chapter 6, Formatting Views.
7. Click Finish to display a preview of the view you configured.
Creating and Managing Reports 3-7
See Chapter 4, Creating and Using Views
for more information on creating and formatting each of the view types.
3.3 Creating Columnar Reports
