How to sort data in rtf template

 How to sort data in rtf template

Sort the data in Data model is the recommended approach.

But if you want to sort the data in rtf template then you have to use below xml tag code.

<?sort:fieldname?><?fieldname?>  

this will sort the data in ascending order be default as it is not mentioned.

if user want to sort the data in descending order then use below code

<?sort:fieldname;'descending'?><?fieldname?>  

HDL Template for Global Temporary Transfer of Worker

For this use Worker.dat

Please find the below sample template :

METADATA|WorkRelationship|PersonNumber|LegalEmployerName|DateStart|ActualTerminationDate|PrimaryFlag|WorkerNumber|WorkerType|RehireRecommendationFlag|OnMilitaryServiceFlag|ActionCode|ReasonCode|DateOfDeath

MERGE|WorkRelationship|XXTEST9|US1 Legal Entity|2018/01/01||Y|XXTEST9|E|Y|N|GLB_TEMP_ASG||

MERGE|WorkRelationship|XXTEST9|UK Legal Entity|2019/01/01||N|XXTEST9|E|Y|N|GLB_TEMP_ASG||

METADATA|WorkTerms|ActionCode|PersonNumber|LegalEmployerName|DateStart|WorkerType|AssignmentNumber|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|PrimaryWorkTermsFlag|SystemPersonType|ReasonCode

MERGE|WorkTerms|GLB_TEMP_ASG|XXTEST9|US1 Legal Entity|2018/01/01|E|XXTEST_WRKTERM9|2019/01/01|4712/12/31|Y|1|ET|Employee|SUSPEND_PROCESS|US1 Business Unit|Y|EMP|

MERGE|WorkTerms|GLB_TEMP_ASG|XXTEST9|UK Legal Entity|2019/01/01|E|XXTEST_WRKTERM9-2|2019/01/01|4712/12/31|Y|1|ET|Employee|ACTIVE_PROCESS|UK Business Unit|Y|EMP|

METADATA|Assignment|ActionCode|PersonNumber|LegalEmployerName|DateStart|WorkerType|AssignmentNumber|WorkTermsNumber|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode|JobCode|LocationCode|DepartmentName|ManagerFlag|LabourUnionMemberFlag|ReasonCode

MERGE|Assignment|GLB_TEMP_ASG|XXTEST9|US1 Legal Entity|2018/01/01|E|XXTEST_ASSIGN9|XXTEST_WRKTERM9|2019/01/01|4712/12/31|Y|1|E|Employee|SUSPEND_PROCESS|US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC12|XXTEST Department1|Y|N|

MERGE|Assignment|GLB_TEMP_ASG|XXTEST9|UK Legal Entity|2019/01/01|E|XXTEST_ASSIGN9-2|XXTEST_WRKTERM9-2|2019/01/01|4712/12/31|Y|1|E|Employee|ACTIVE_PROCESS|UK Business Unit|XXTEST_GRADE1|ADM|XXTEST_LOC12|XXTEST Department1|Y|N|

 

SQL Query to Fetch Global Transfer records in Fusion HCM

SQL Query to Fetch Global Transfer records in Fusion HCM 

select

papf.person_number, ppnf.full_name,

to_char(ppos.date_start,'mm/dd/yyyy') Hire_date

,(select hou.name from hr_organization_units hou where organization_id = ppos.LEGAL_ENTITY_ID)  Current_LE

from per_All_assignments_m paam

,per_all_people_F papf

,per_person_names_f ppnf

,PER_PERIODS_OF_SERVICE ppos

where paam.person_id = papf.person_id

and papf.person_id = ppnf.person_id

and ppos.period_of_service_id = paam.period_of_service_id

and ppnf.name_type = 'GLOBAL'

and sysdate between papf.effective_start_date and papf.effective_end_date

and sysdate between ppnf.effective_start_date and ppnf.effective_end_date

and  sysdate  between paam.effective_start_date and paam.effective_end_date

and paam.person_id = papf.person_id

and paam.assignment_status_type = 'ACTIVE' 

and paam.assignment_type = 'E'

and paam.action_code = 'GLB_TRANSFER'

Note :- Do let me know in case of any issue in query.

SQL Query to Fetch Inactive Employees in Fusion HCM

SQL Query to Fetch Inactive Employees in Fusion HCM 

select 

paam.*

from

 per_all_assignments_m paam ,

per_all_people_f  papf 

where 1=1

and papf.person_id = paam.person_id

and paam.ASSIGNMENT_STATUS_TYPE <> 'INACTIVE'

and paam.effective_latest_change = 'Y'

and paam.primary_flag = 'Y'

and paam.assignment_type= 'E'

and trunc(sysdate) between papf.effective_start_date and papf.effective_end_date

and exists ( select '1' from per_all_assignments_m paam1 where paam1 .assignment_id = paam.assignment_id

             and trunc(sysdate) between paam1 .effective_start_date and paam1 .effective_end_date

and t1.ASSIGNMENT_STATUS_TYPE <> 'INACTIVE'

)

Top 50 Fusion HCM Technical Questions - Part 2

 Top 50 Oracle Fusion HCM Technical Questions - Part 2

Top 50 Oracle Fusion HCM Technical Questions - Part 1 Click 

Q) Mandatory Records to Load Worker File for NEW Hire?

->  Worker , Person Name , Person Legislative Data, Assignment, Work Term.

Q) Sequence of WorkStructure Business Object While Load?

-> Work Structure Business Object loads in below sequence 

     1. Location

     2. Grade

     3. Job

     4. Orgnization

     5. Position

Q) If any Location is end dated and same location we are providing in Worker File then what will happen?

-> HDL will fail to load the data. It will give error as "You must enter a valid value for the LocationId field." 

Q) Can we delete Location using HDL?

-> We can not delete Location. You can end date the that Location and make inactive.

Q) What will happen in below Scenario?

        Scenario - If we have future date changes for any worker and we tried to load the current any changes for the same worker using HDL.

-> If we tried to load the current changes then it will purge the future changes because by default 

     PURGE_FUTURE_CHANGES value set as Y.

     If you want to keep future dated changes then set PURGE_FUTURE_CHANGES N so that it will         keep future dated changes after the data load.

Q) Which Role is required to process the file using HCM Data Loader?

->  You required the Human Capital Management Integration Specialist Role (ORA_HRC_HUMAN_CAPITAL_MANAGEMENT_INTEGRATION_SPECIALIST_JOB)

Q) How can you change the delimiter in HDL File at run time?

->  You can set delimiter in HDL File using SET FILE_DELIMITER command.

Q) "The party identified by the specified party ID does not exist" Error while loading Personal Payment Method using HDL?

-> Reason - > Party Id is not created for those Worker.

 Solution - Run Below scheduled process 

                1 - Maintain Party and Location Current Record information

                2 - Synchronize Person Records 

Q) How to create personal Payment Method incase joint account scenario?

-> Create two different personal payment method for each employee and both can be tagged to same account.

In this case primary account holder name will be displayed in UI for both methods. 

Q) Talent Profile data loaded successfully using HDL, But not able to see at front end.

->  Loaded Profile information is not able to see at front end because of two reasons

            1. Check Section Id/Section Name is correctly used

             2. Check Content Type Id/Content Type is used correctly.

Q) Load Non Workers with person type Pensioner using HDL?

-> You can use Person Type Code and System Person Type with Pensioner in WorTerm and assignment Metadata line. 

Q) Supervisor Load is failed what could be the reason and solution for the same?

-> Cause - Manager's hire date is earlier than assignments effective start date

      Solution -  Add Work Term and Assignment record which is later than Manger's hire date   along with supervisor record.

Q) Roles Required to execute the HDL Load (HCM Data loader)?

->  Human Capital Management Integration Specialist. 

          

Note - For any doubts or additional information, please reach out in the comment section.

 

 Sample Templates for eText BI Publisher Reports (Delimiter & Fixed Position)

Introduction to eText BI Publisher Reports

Oracle BI Publisher (BIP) provides eText report templates to generate text-based output files such as .txt, .dat, or interface files required for integrations with external systems.

Unlike PDF or Excel outputs, eText reports are mainly used when:

• Data must follow a specific layout

• Files are consumed by external payroll, banking, or legacy systems

• Strict formatting rules (delimiter or fixed length) are required

In this blog, we’ll cover:

• What eText BI Publisher reports are

• how to create eText report in BI Publisher

• Differences between Delimiter-Based and Fixed Position-Based eText

• BI Publisher eText report example

• how to create fixed position eText report

• common errors in BI Publisher eText report

---

Difference Between Delimiter & Fixed Position eText

Delimiter VS Fixed Position eText

You can see step by step video to develop eText BIP Report using this Link

---

🔹 Sample 1: Delimiter-Based eText Template

This template generates output with values separated by a delimiter (for example, |).

You can see step by step video to develop eText BIP Report using this Link

<TEMPLATE TYPE>	DELIMITER_BASED
<OUTPUT CHARACTER SET>	iso-8859-1
<CASE CONVERSION>	UPPER
<NEW RECORD CHARACTER>	Carriage Return

 

<LEVEL>	DATA_DS
<MAXIMUMLENGTH>	<FORMAT>	<DATA>	<COMMENTS>
<NEW RECORD>	TableHeader
20	Alpha	'Person Id'
1	Alpha	'|'
20	Alpha	'Title'
1	Alpha	'|'
20	Alpha	'First Name'
1	Alpha	'|'
20	Alpha	'Last Name'

 

<LEVEL>	G_1
<MAXIMUMLENGTH>	<FORMAT>	<DATA>	<COMMENTS>
<NEW RECORD>	CLRDAta
20	Alpha	PERSON_ID
1	Alpha	'|'
20	Alpha	TITLE
1	Alpha	'|'
20	Alpha	FIRST_NAME
1		'|'
20	Alpha	LAST_NAME
<END LEVEL>	G_1

 

<END LEVEL>

DATA_DS

 This format is useful when the target system expects delimiter-separated text files.

HDL Template for Personal Payment Method Details

 HDL Template for Personal Payment Method Details

Prerequisite: 

1. Bank and Bank Branches data should be loaded. Click here to find the sample bank details.  

2. External bank Account should be loaded. Click here to find the sample file.  

For this use PersonalPaymentMethod.dat file.

You can see step by step video to load Personal Payment Method Details using this Link

Please find the below sample template :

METADATA|PersonalPaymentMethod|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|AssignmentNumber|PersonalPaymentMethodCode|EffectiveStartDate|PaymentAmountType|Amount|Percentage|ProcessingOrder|OrganizationPaymentMethodCode|BankName|BankBranchNumber|BankCountryCode|BankAccountNumber|BankAccountType

MERGE|PersonalPaymentMethod|XXTEST|XXTEST_PAYMETHOD2|US Legislative Data Group|XXTEST_ASSIGN2|XXTEST_PAYMETHOD2|2021/04/19|P||100|1|Direct Deposit|American Bank|000000123|US|3456|Checking

HDL Template for External Bank Account Details

HDL Template for External Bank Account Details   

Prerequisite: 

1. Bank and Bank Branches data should be loaded. Click here to find the sample bank details.   

For this use ExternalBankAccount.dat file.

You can see step by step video to load External Bank Account Details using this Link

Please find the below sample template :

METADATA|ExternalBankAccount|SourceSystemOwner|SourceSystemId|AccountNumber|BankBranchName|BankName|CountryCode|CurrencyCode|AccountType

MERGE|ExternalBankAccount|XXTEST|XXTEST_BANKACCT2|123456|AMC123|American Bank|US|USD|Checking

METADATA|ExternalBankAccountOwner|SourceSystemOwner|SourceSystemId|PersonNumber|AccountNumber|BankBranchNumber|BankNumber|CountryCode|CurrencyCode|BankBranchName|BankName|ExternalBankAccountId(SourceSystemId)

MERGE|ExternalBankAccountOwner|XXTEST|XXTEST_ACCTOWNER2|XXTEST2|123456|123|Test123|US|USD|AMC123|American Bank|XXTEST_BANKACCT2

HDL Template for Bank and Bank Branch Details

  For this use Bank.dat and BankBranch.dat file.

You can see step by step video to load Bank and Bank Branch Details using this Link

Please find the below sample template :

Bank :

METADATA|Bank|BankName|CountryCode|BankNumber|SourceSystemOwner|SourceSystemId

MERGE|Bank|American Bank|US|Test123|XXTEST|XXTEST_BANKTest123

Bank Branch: 

METADATA|BankBranch|BankName|BankBranchNumber|BankBranchName|CountryCode|EftSwiftCode|SourceSystemOwner|SourceSystemId

MERGE|BankBranch|American Bank|123|AMC123|US||XXTEST|XXTEST_BANKBRANCHAM123

HDL Template for Assigned Payroll Details of Worker

 For this use AssignedPayroll.dat file.

You can see step by step video to load Assigned Payroll details of worker using this Link

Please find the below sample template :

METADATA|AssignedPayroll|EffectiveStartDate|AssignmentNumber|PayrollDefinitionCode|LegislativeDataGroupName|StartDate

MERGE|AssignedPayroll|2021/04/09|XXTEST_ASSIGN1|Weekly|US Legislative Data Group|2021/04/09

HDL Template for Element Entry Details of Worker

 For this use ElementEntry.dat file.

You can see step by step video to element entry details of worker using this Link

Please find the below sample template for Element Entry Details:

METADATA|ElementEntry|EffectiveEndDate|EffectiveStartDate|ElementName|LegislativeDataGroupName|MultipleEntryCount|EntryType|AssignmentNumber|SourceSystemOwner|SourceSystemId|ReplaceLastEffectiveEndDate

MERGE|ElementEntry|4712/12/31|2021/04/06|Housing Allowance Expat|US Legislative Data Group||E|XXTEST_ASSIGN1|XXTEST|XXTEST_ENTRY2|

METADATA|ElementEntryValue|EffectiveEndDate|EffectiveStartDate|InputValueName|ScreenEntryValue|AssignmentNumber|ElementName|LegislativeDataGroupName|ElementEntryId(SourceSystemId)|SourceSystemOwner|SourceSystemId|ReplaceLastEffectiveEndDate

MERGE|ElementEntryValue|4712/12/31|2021/04/06|Periodicity|PRD|XXTEST_ASSIGN1|Housing Allowance Expat|US Legislative Data Group|XXTEST_ENTRY2|XXTEST|XXTEST_ENTRYVALUE4|

MERGE|ElementEntryValue|4712/12/31|2021/04/06|Amount|100|XXTEST_ASSIGN1|Housing Allowance Expat|US Legislative Data Group|XXTEST_ENTRY2|XXTEST|XXTEST_ENTRYVALUE5|

MERGE|ElementEntryValue|4712/12/31|2021/04/06|Process Separately|Y|XXTEST_ASSIGN1|Housing Allowance Expat|US Legislative Data Group|XXTEST_ENTRY2|XXTEST|XXTEST_ENTRYVALUE6|

Note - For any doubts or additional information, please reach out in the comment section.

HDL Template for Person Contact Details

 For this use Contact.dat

You can see step by step video to load person contact details using this Link

Please find the below sample template :

METADATA|Contact|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonNumber|StartDate

MERGE|Contact|XXTEST|XXTEST_PERCNT2|2019/09/01|4712/12/31|XXTEST_CNT1|2019/09/01

METADATA|ContactName|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|LegislationCode|NameType|FirstName|MiddleNames|LastName|Title

MERGE|ContactName|XXTEST|XXTEST_CNTNM2|XXTEST_PERCNT2|2019/09/01|4712/12/31|US|GLOBAL|ADAM||TEST|MR.

METADATA|ContactRelationship|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonId(SourceSystemId)|RelatedPersonId(SourceSystemId)|ContactType|BeneficiaryFlag|DependentFlag|EmergencyContactFlag|BondholderFlag

MERGE|ContactRelationship|XXTEST|XXTEST_CREL_CNT2|2019/09/01|4712/12/31|XXTEST_PERCNT2|XXTEST_PER1|Emergency|||Y|

HDL Template for Person Profile Photo

 For this use  Worker.dat

You can see step by step video to upload the profile photo of worker using this Link

Please find the below sample template :

Save the Blob images in BlobFiles folder and make zip of both .dat and BlobFiles folder 

METADATA|PersonImage|SourceSystemOwner|SourceSystemId|PersonNumber|Image|ImageName|PrimaryFlag

MERGE|PersonImage|XXTEST|XXTEST_PER_IMAGE1|XXTEST2|images.jpeg|XXTEST2|Y

HDL Template for Termination of Worker

 for this use Worker.dat

You can see step by step video to termination of worker using this Link

Please find the below sample template :

METADATA|WorkRelationship|LegalEmployerName|PersonNumber|DateStart|WorkerType|ActionCode|TerminateWorkRelationshipFlag|ActualTerminationDate|LastWorkingDate|NotifiedTerminationDate|ProjectedTerminationDate|Comments

MERGE|WorkRelationship|US1 Legal Entity|XXTEST2|2018/01/01|E|TERMINATION|Y|2021/01/02|2021/01/02|2021/01/02|2021/01/02|Sample termination file

HDL Template for Global Transfer of Worker

HDL Template for Global Transfer of Worker

Prerequisite: 

1. Worker data should be loaded. Click here to find the sample Worker.dat file.   

 For this use Worker.dat

You can see step by step video to do global transfer of worker using this Link

Please find the below sample template :

METADATA|WorkRelationship|PersonNumber|LegalEmployerName|DateStart|ActualTerminationDate|PrimaryFlag|WorkerNumber|WorkerType|RehireRecommendationFlag|OnMilitaryServiceFlag|ActionCode|ReasonCode|DateOfDeath|GlobalTransferFlag

MERGE|WorkRelationship|XXTEST2|US3 Legal Entity|2021/01/05||Y|XXTEST2|E|Y|N|GLB_TRANSFER|||Y

METADATA|WorkTerms|ActionCode|PersonNumber|LegalEmployerName|DateStart|WorkerType|AssignmentNumber|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode|JobCode|LocationCode|DepartmentName|PrimaryWorkTermsFlag|SystemPersonType|ReasonCode

MERGE|WorkTerms|GLB_TRANSFER|XXTEST2|US3 Legal Entity|2021/01/05|E|XXTEST_WRKTERM2-1|2021/01/05|4712/12/31|Y|1|ET|Employee|ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC5|XXTEST Department1|Y|EMP|REORG

METADATA|Assignment|ActionCode|PersonNumber|LegalEmployerName|DateStart|WorkerType|AssignmentNumber|WorkTermsNumber|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode|JobCode|LocationCode|DepartmentName|ManagerFlag|LabourUnionMemberFlag|ReasonCode

MERGE|Assignment|GLB_TRANSFER|XXTEST2|US3 Legal Entity|2021/01/05|E|XXTEST_ASSIGN2-1|XXTEST_WRKTERM2-1|2021/01/05|4712/12/31|Y|1|E|Employee|ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC5|XXTEST Department1|Y|N|REORG

HDL Template for Assignment Changes of Worker

HDL Template for Assignment Changes of Worker 

Prerequisite: 

1. Worker data should be loaded. Click here to find the sample Worker.dat file to load the employee.   

For this use Worker.dat

You can see step by step video to make any changes in assignment of worker using this Link

Please find the below sample template :

METADATA|WorkTerms|ActionCode|PersonNumber|LegalEmployerName|DateStart|WorkerType|AssignmentNumber|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode|JobCode|LocationCode|DepartmentName|PrimaryWorkTermsFlag|SystemPersonType|ReasonCode

MERGE|WorkTerms|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|XXTEST_WRKTERM2|2018/01/01|2021/01/02|Y|1|ET|Employee|ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC5|XXTEST Department1|Y|EMP|PER_REORGANIZATION

MERGE|WorkTerms|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|XXTEST_WRKTERM2|2021/01/03|4712/12/31|Y|1|ET|Employee|ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE2|XXTEST_PM|XXTEST_LOC6|XXTEST Department2|Y|EMP|PER_REORGANIZATION

METADATA|Assignment|ActionCode|PersonNumber|LegalEmployerName|DateStart|WorkerType|AssignmentNumber|WorkTermsNumber|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode|JobCode|LocationCode|DepartmentName|ManagerFlag|LabourUnionMemberFlag|ReasonCode

MERGE|Assignment|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|XXTEST_ASSIGN2|XXTEST_WRKTERM2|2021/01/03|4712/12/31|Y|1|E|Employee|ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE2|XXTEST_PM|XXTEST_LOC6|XXTEST Department2|Y|N|PER_REORGANIZATION

MERGE|Assignment|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|XXTEST_ASSIGN2|XXTEST_WRKTERM2|2018/01/01|2021/01/02|Y|1|E|Employee|ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC5|XXTEST Department1|Y|N|PER_REORGANIZATION

Oracle Cloud - Creation of Simple OTBI Report

Development of Simple OTBI Report

In this blog we are going to learn how to develop/create your first OTBI report.

You can see Step by Step Creation of OTBI Report in this video

We will develop the report for below details:

• Person Number
• Date of Birth
• First Name
• Last Name
• Grade Name
• Job Name
• Department

To achieve this requirement follow the below steps.

Step 1 - 

Open the Oracle Fusion Application.

Step 2 - Navigation

Follow the below navigation,

Navigator -> Tools -> Report & Analytics -> Click on Browse Catalog

Step 3 - Creation of Simple Report 

Click on New and then Analysis

It will pop up list of predefined Subject Areas in Oracle Fusion.

Select the appropriate Subject Area to develop the OTBI report.

As per our requirement we are going to select "Worker Management - Worker Assignment Real Time"

Subject Area.

It will open the report development page.

It contains 3 sections:

1) Subject Area - 

It hold all the selected Subject Area Details.

2) Selected Columns - 

In this section we can add columns required for report.

3) Filters - 

Using this section we can add filter to restrict the data in report.

Step 4 - Adding Column in Report

As per our requirement add the columns.

Person Number, DOB, First name, Last Name are related to Worker.

Expand the Selected Subject Area then Search for Worker Folder to add above columns.

Expand Worker Folder add above mentioned columns like Person Number, DOB etc.

Then add Job,Grade and Department Name columns from respective folders.

To run the report click on Results.

It will give you the output.

Step 5 - Change the Column Heading

Click Column Setting -> Column Properties -> Column Format (tab)

Enable the Custom Heading check box.

Enter the required Column Heading.

Run the report again to check if column heading are changed or not.

Step 5 - Add Filter on OTBI Report.

Suppose we need to apply filter on Person Number then click Column Setting  of Person Number, select Filter.

It will popup filter details window.

In this you can mention how you need to apply the filter based on your requirement.

Run the report to check if filter is working fine.

Step 6 - Save the OTBI Report.

Save the report in My Folder.

You can find your report in My Folder.

You can see Step by Step Creation of OTBI Report in this video

Oracle Fusion BIP Report Questions with Answers

Oracle Fusion BI Publisher (BIP) Report – Complete Beginner Guide

Introduction

Oracle BI Publisher (BIP) is a powerful reporting tool in Oracle Fusion Applications used to design, schedule, and distribute reports in multiple formats such as PDF, Excel, CSV, eText, and XML.

This blog covers:

• Navigation to build BIP reports

• Data Model basics

• Components of Data Model

• Triggers, scheduling, bursting

• Multi-language reports

• Common interview questions

This guide is useful for Oracle Fusion HCM/Financials technical consultants and beginners.

---

Navigation to Build the BIP Report in Oracle Fusion

Data Model Navigation

To create a Data Model:

Tools → Reports and Analytics → New → Data Model

The Data Model defines how and from where the data is fetched.

---

Report (Template) Navigation

To create a Report using an existing Data Model:

Tools → Reports and Analytics → New → Report

Here you attach:

• Data Model

• Layout Template (RTF, Excel, eText, etc.)

---

What Is a Data Model in BI Publisher?

A Data Model is an object that contains instructions for BI Publisher to:

• Retrieve data

• Structure data

• Pass parameters to the report

It defines:

• Data sources

• Data structure

• Parameters

• Bursting and triggers

👉 Think of the Data Model as the backend logic of a report.

---

Components of a Data Model

A Data Model consists of the following components:

1. Data Sets

2. Event Triggers

3. Flexfields

4. List of Values (LOVs)

5. Parameters

6. Bursting

---

What Is a Data Set?

A Data Set contains logic to retrieve data from a single data source.

Supported Data Sources

• SQL Query (Database)

• Web Service

• XML File

• Excel File

• BI View Object

Each Data Model can have multiple Data Sets.

---

Can We Use Triggers in BIP Reports?

✅ Yes

BI Publisher supports Event Triggers:

Types of Triggers

1. Before Data Trigger

2. After Data Trigger

3. Schedule Trigger

How Triggers Work

• Triggers call PL/SQL procedures

• Stored in Oracle Database

• Used for validations, logging, data preparation

Example:

• Before Data Trigger → Prepare temporary tables

• After Data Trigger → Cleanup data

---

What Is Split By and Deliver By?

Split By

• Defines how the report output is split

• Example: Split by Employee, Department, Business Unit

Deliver By

• Defines who receives the report

• Example: Email to manager, HR, payroll team

Used mainly in Bursting.

---

How to Generate Multi-Language Reports in BIP?

Oracle BI Publisher supports multi-language reports using translation.

Steps:

1. Open Report → Properties

2. Go to Translation

3. Click Extract Translation

4. Generate XLIFF file

5. Translate text

6. Upload translated XLIFF file

This allows the same report template to run in multiple languages.

---

How to Schedule BI Publisher Reports?

You can schedule reports using multiple options:

Option 1: Report and Analytics

Tools → Reports and Analytics → New → Report Job

Option 2: Published Reporting

Create Section → Published Reporting → Report Job

Option 3: Catalog

Catalog → Select Report → More → Schedule

Option 4: ESS Job

Reports can also be scheduled using ESS Jobs.

---

Common BI Publisher Interview Questions

Q1. What is the difference between Data Model and Report?

• Data Model → Fetches and structures data

• Report → Displays data using templates

Q2. Can a report have multiple templates?

• ✅ Yes (PDF, Excel, eText, etc.)

Q3. Can a Data Model have multiple data sets?

• ✅ Yes

---

Best Practices for BI Publisher Reports

✅ Keep SQL optimized
✅ Use parameters instead of hardcoding
✅ Validate data using triggers
✅ Use bursting for large outputs
✅ Always test scheduled jobs

---

Related Articles

• Introduction to BI Publisher eText Reports

• Difference Between Delimiter and Fixed Position eText

• HDL vs BI Publisher – When to Use What

• BI Publisher Bursting Real-Time Examples

---

Conclusion

BI Publisher is a core reporting tool in Oracle Fusion. Understanding Data Models, Data Sets, Triggers, and Scheduling is essential for building scalable and efficient reports.

This guide gives you a solid foundation to start working with Oracle Fusion BI Publisher Reports confidently.