Overview

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This article demonstrates how to customize Oracle reports and dashboards using Oracle OTBI tool to retrieve data faster. The customizations available are to remove columns, add hidden columns, move columns, add and remove subtotals, add and remove column and row grand totals, and save customizations and set as the default for the page.

Essential Information

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• If report developer enhancements are made to a report after customizations have already been saved, those enhancements will not appear in the saved customization.
• In a Dashboard, customizations only apply to the page, not the entire Dashboard.
• Some reports may include hidden fields that can be added.

Next Steps

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1. Navigate to report, e.g. General Ledger Panorama.

2. Fill out prompts as desired.

3. In Report Results, to add and remove Columns.

a. To add a column, right-click on any field at top of report and select Include column, click on the field you would like to add, e.g. Task Name.

b. To exclude a column, right-click on any field at top of report you want to exclude and select Exclude column to remove the field.

         

4. To move a column, right-click on the field, select Move Column and select where to move it to:

a. You can move the field either to another spot in the table, or you can turn it into a table Prompt; not a dashboard prompt, into a Section; divide the data into sections or move the field back into the table the same way by selecting To Columns.

               

5. To Add and Remove Subtotals:

a. To add a Subtotal, right-click on the field you want to subtotal the measures, select Show Subtotal, and select After Values.

b. To remove a Subtotal, right-click on the field you want to remove the subtotaling, select Show Subtotal, and select None.

5. Add and Remove Column Level Grand Totals:

a. To remove a Column Grand Total right-click on the column, select Show Column level Grand Total and select None.

b. To add a Grand Total Column right-click on the column, select Show Column level Grand Total and select Before Values or After Values.

Before:                                                                                                            After:

6. Add and Remove Row Level Grand Totals:

a. To remove a Row Level Grand Total right-click on the column, select Show Row level Grand Total and select None.

b. To add a Row Level Grand Total right-click on the column, select Show Row level Grand Total and select Before Values or After Values.

Before:                                                                 After:

7. Once all customizations have been applied, save your prompts and customizations.

a. At the top right corner of the page, select Page Options and select Save Current Customization.

b. In the Save Current Customization dialog box, in the name field, enter a name for the customization.

c. If you would like these customizations to be the default every time you open the report, click the box, Make this my default for this page, then click OK.

Bonus: These customization options were presented at an Oracle BI & Financial Reporting Office Hours, watch Oracle Report Customizations