While each Oracle Business Intelligence (OBI) subject area has its own unique selection criteria, there are many concepts common to most of them. This resource addresses gotchas, tips and tricks for using them effectively and avoiding pitfalls.
- Do not over specify the criteria. For example,if you are using an award number then it is best to not specify the org as the award is a more narrow specification and if you list the wrong organization then the award will not be pulled.
- Depending on the report, there can be more selection criteria fields that are hidden. To see them, you must select Next for them to display.
- Criteria in the Next page of selection criteria, even when not visible, affect which data is returned. Jumping between dashboard report tabs carries selection criteria along but they will not initially be visible until Next is selected.
- Do not include any spaces between values in selection criteria. The delimiter between values is the semi-colon except in a few BI Publisher reports which use a comma (noted in the instructions page on those reports).
- Forgetting to select Apply after entering new values is a common mistake. If the selection criteria Apply is pushed out of sight to right, use the horizontal elevator to bring into view.
- The maximum number of rows returned is 500,000 and reports timeout after 15 minutes, so datasets may not be returned if they are too large.
- Budget Unit choice once selected cannot be deleted. Instead select the blank at the top of the list to clear a selection.
- When entering an organization (org), for most reports you must select your org by using the Select Values pop-up window with the search function.
- In Expenditure Reports, when using the organization perspective field, you can select a single perspective (Award Org, Project Org or Task Org) using the selector in the perspective field, but if you select the blank row at the top you will retrieve data for all three perspectives at once.
- Owner/Manager Perspective has checkboxes that allow making multi-selections. When using this criteria, you must also select an owner/manager name in the field above
- To pull data for a single General Ledger (GL) Period, enter the same GL Period for both the start and end period along with selecting the matching GL Period radio button.
- Selectomg Fiscal to Date (FTD) will return from September 1 of the fiscal year of the chosen GL Period, so FTD JUN-2012 will return SEP-2011 to JUN-2012.
- Selecting Project to Date (PTD) for sponsored projects returns from the beginning of the project regardless of fiscal year but choosing PTD for non-sponsored PTAs will return the same as FTD, effectively pulling from September 1 of the given fiscal year to the GL Period chosen.
- When pulling by Project to Date, especially when using org to pull sponsored projects, turn off the checkbox for Closed in the award status fields to avoid returning many old closed projects.
- Many reports now have a Last Closed period that can be selected to use with FTD, PTD or First/Last GL Period. This will default to the last closed period and is convenient to use if you save a customization of this report to run on a repeat basis.
- Care should be taken when using Last Closed and what your expectations are on the date you run the report.
- If you choose FTD and Last Closed on July 3, 2019, your report will include data from SEP-2018 through MAY-2019, because June has not closed yet. To include June data, you should specify JUN-2019.
- If you choose FTD and Last Closed on July 3,1 2019 it will include data from SEPT-2018 through JUN-2019. To include July data, you should specify JUL-2019.
- Filling in the wrong GL Period box for the Period Selection radio button choice will cause no data to be returned.
- Selecting the radio button for Fiscal or Project Year to Date by itself is not sufficient, you must also explicitly name the GL Period up through which to pull data.
Selecting Values Using the Search Dialogue Box
When selecting from a large set of values, you can narrow the search by using text matching (start, contains, ends).
- To select all but a few values, select Search to display the list of values, select the double right arrow [>>] to select all (which moves them to the box on the right) and then choose the ones to remove using the single left arrow [<].
- Use the pencil tool from the selection criteria search dialog box to paste in lists of values that you want to search for. You can export data from one report to cut and paste in the dialog box for another report (e.g., purchase order (PO) numbers or PTAs).
- Collapse unneeded sections to make reports return results more quickly.
- Collapsed sections may show a spinning clock when expanded but will not return data until you select Apply again.
- To minimize refresh time when developing customizations of reports, start with a small data set to test or build reports, e.g., a single small PTA for a single GL Period. This will return results more quickly than pulling an entire organization.