Thursday, July 18, 2024

OTBI - Create OTBI dashboard report

Usecase: We will create an OTBI dashboard report where we can view Invoice details based on supplier data.

Steps:

  1. Create a tabular demo_ap_analysis report (New >> Analysis >> select Subject Area >> Payables Invoices - Transactions Real Time >> select fields like Invoice Number, Invoice date, Invoice Description, Invoicr Amount, Supplier >> Add a supplier filtet as prompted.
  2. Create a Dashboard prompt( New >> Dashboard Prompt >> select Subject Area >> Payables Invoices - Transactions Real Time >> select Column prompt >> add supplier >> option >> include all cloumns values choice in the list
  3. Create a Dashboard >> select created dashboard prompt >> select Demo_ap_analysis report
  4. Save and run

Detailed Screenshots:

Create invoice tabular report


Create dashboard prompt







Create Dashboard






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