Using Interactive Reports

This chapter provides an overview of PeopleSoft Business Analysis Modeler Interactive Reports and discusses configuration of the Interactive Report environment.

Note. Each PeopleSoft application that delivers an Interactive Report provides documentation for viewing that specific report.

Understanding Interactive Reports

PeopleSoft Business Analysis Modeler is a calculation and analysis tool used by various PeopleSoft applications. Interactive Reports use PeopleSoft Business Analysis Modeler to calculate and present multidimensional data to the user.

Interactive Reports include the following:

Pages to define and configure Interactive Reports.
PeopleSoft queries to select the appropriate data for the report.
The PeopleSoft Business Analysis Modeler model file containing the data structure and calculation rules.
The PeopleSoft Business Analysis Modeler PageView file containing the report layout.
A page to capture the capture query prompt values and launch the report.

Common Elements Used in This Chapter

Report ID	Unique Interactive Report identifier assigned by the report developer.
Description	Describes the associated report, server, and database connection, depending on which page this field appears.
Last Update Date/Time	Lists the user and date the page was most recently updated.

Configuring Interactive Reports

Pages Used to Configure Interactive Reports

Page Name	Object Name	Navigation	Usage
Define Reports	EOBF_REPORT	Enterprise Components, Interactive Report Definitions, Reports	Defines the report file names.
Define Servers	EOBF_SERVER	Enterprise Components, Interactive Report Definitions, Servers	Defines web server and file paths.
Define ODBC Connections	EOBF_ODBC	Enterprise Components, Interactive Report Definitions, ODBC Connections	Defines the ODBC connection string to the PeopleSoft database.
Environment Configuration	EOBF_CFG_REPORT	Enterprise Components, Interactive Report Definitions, Environment Configuration	Defines the PeopleSoft Business Analysis Modeler environment for a specific report.
Map Queries	EOBF_QRY_NAME	Enterprise Components, Interactive Reports Definition, Queries	Maps specific PeopleSoft queries to import maps in the PeopleSoft Business Analysis Modeler model. Import map entries on this page have been defined by the PeopleSoft application delivering the report.
Base Language Query Prompt	EOBF_QRY_PRMPT	Click the View Query Prompts link for the Query Name (Base Language) field on the Map Queries page.	Specifies the record and field containing the base language query prompt values when the report is launched.
Related Language Query Prompt	EOBF_QRY_PRMPT_LNG	Click the View Query Prompts link for the Query Name (Related Language) field on the Map Queries page.	Specifies the record and field containing the related language query prompt values when the report is launched.
Validate Environment	EOBF_ENV_UTILITY	Enterprise Components, Interactive Reports Definition, Validate Environment	Validates the connection of the architectural components at installation.

Defining Reports

Access theDefine Reports page.

Product Code

(Optional) Code of the PeopleSoft licensed product associated with the report.

Model File Name

File name of the PeopleSoft Business Analysis Modeler model file delivered for the report.

Page View Name

File name of the PeopleSoft Business Analysis Modeler PageView file delivered for the report.

Enable Report

Select this checkbox to allow valid users access to the report.

Defining Servers

Access the Define Servers page.

Server ID

Unique identifier of the PeopleSoft Business Analysis Modeler Analytic Web Server used for Interactive Reports.

Server URL and Proxy Server URL

Location of the PeopleSoft Business Analysis Modeler Analytic Web Server and proxy server. Include the port specification if its value is other than 80. If there is no proxy server, enter the Server URLProxy Server URL field.

Model File Path

Path of the .MDL (model) file shown on the Define Reports page. These files are usually on the PeopleSoft Business Analysis Modeler Analytic Web Server in the c:\inetpub\wwwroot\bam\PeopleSoft product\models directory.

PageView File Path

Path of the .XML file shown on the Define Reports page. These files are usually on the PeopleSoft Business Analysis Modeler Analytic Web Server in the c:\inetpub\wwwroot\bam\PeopleSoft product\xml source directory.

Note. The PageView File Path is a relative path under c:\inetpub\wwwroot\BAM \ with forward slashes indicating subdirectories.

Defining ODBC Connections

Access the Define ODBC Connections page.

ODBC Connection ID

Unique identifier of the ODBC Connect String.

ODBC Connect String

Used for queries to the PeopleSoft database. The exact connect string syntax depends on the database platform and is listed in the following table.

Password and Confirm Password

Enter a password to connect to the database listed in the ODBC Connect String. Reenter the password in the Confirm Password field. The user ID listed must have a minimum of Select privileges on the database.

The following table lists the syntax to use for the various database platforms.

Database Platform	Connection String Syntax
Microsoft SQL Server	DSN=Data Source;SERVER=Server Name;DATABASE=Database Name;UID=UserID;PWD=%PASSWORD%;
Oracle	DSN=Data Source;UID=UserID;PWD=%PASSWORD%; DBTYPE=ORACLE;
DB2 Unix	DSN=Data Source;UID=UserID;PWD=%PASSWORD%; SCHEMA=Schema Owner;
DB2 OS390	DSN=Data Source;UID=UserID;PWD=%PASSWORD%;SCHEMA=Schema Owner;SQLID=Database Name;
Sybase	DSN=Data Source;UID=UserID;PWD=%PASSWORD%;DBTYPE=SYBASE;
Informix	DSN=Data Source;UID=UserID;PWD=%PASSWORD%;

Configuring the Environment

Access the Environment Configuration page.

Select the Server ID and ODBC Connection ID to be used with this report.

Enable Logging

Select this checkbox to have all PeopleSoft Business Analysis Modeler Web Server commands logged. The default location for this log isc:\inetpub\wwwroot\bam\logyyyymmdd.txt. You can modify the location of the log during installation.

See PeopleSoft 8.8 Business Analysis Modeler Installation Documentation

Mapping Queries

Access the Map Queries page.

Map Sequence

Defines the order in which the queries are executed. Order can be important in the validation of data integrity.

Part ID

Used to identify PeopleSoft Business Analysis Modeler Import Maps. This value is retrieved from the .MDL file.

Import Map Name

Import Map name in the related .MDL file.

View Query Prompts

If you select this link, a Query Prompt page appears listing prompts for the query.

Query Name (Base Language)

Identifies the PeopleSoft query used for the selection of data to the Import Map.

Query Name (Related Language) (Optional)

If the report is used in a multilingual environment, identifies the PeopleSoft query which retrieves translated descriptions used in the Interactive Report.

Refresh Import Maps

Clicking this retrieves a new list of import maps from the .MDL file and deletes current entries on the page.

Viewing Query Prompts

Access the Base Language Query Prompt or Related Language Query Prompt secondary page.

Prompt Sequence

Displays the order of the prompt in the query definition.

Query Prompt

Displays the prompt field in the query definition.

Record (Table) Name and Field Name

Specifies the record name and field name containing the prompt value.

Refresh Prompts

Clicking this retrieves a new list of prompts and deletes current entries in the page.

Validating the Environment

Access the Validate Environment page.

Open Report and Close Report

Clicking Open Report opens the .MDL file and performs a checkout on that model. Clicking Close Report removes the checkout created. The Result field displays a message indicating success or failure for both operations.

Ping Server

Clicking this sends a command to ping the PeopleSoft Business Analysis Modeler Analytic Web Server. The Result field displays a message indicating success or failure.

Product Code	(Optional) Code of the PeopleSoft licensed product associated with the report.
Model File Name	File name of the PeopleSoft Business Analysis Modeler model file delivered for the report.
Page View Name	File name of the PeopleSoft Business Analysis Modeler PageView file delivered for the report.
Enable Report	Select this checkbox to allow valid users access to the report.

Server ID	Unique identifier of the PeopleSoft Business Analysis Modeler Analytic Web Server used for Interactive Reports.
Server URL and Proxy Server URL	Location of the PeopleSoft Business Analysis Modeler Analytic Web Server and proxy server. Include the port specification if its value is other than 80. If there is no proxy server, enter the Server URLProxy Server URL field.
Model File Path	Path of the .MDL (model) file shown on the Define Reports page. These files are usually on the PeopleSoft Business Analysis Modeler Analytic Web Server in the c:\inetpub\wwwroot\bam\PeopleSoft product\models directory.
PageView File Path	Path of the .XML file shown on the Define Reports page. These files are usually on the PeopleSoft Business Analysis Modeler Analytic Web Server in the c:\inetpub\wwwroot\bam\PeopleSoft product\xml source directory. Note. The PageView File Path is a relative path under c:\inetpub\wwwroot\BAM \ with forward slashes indicating subdirectories.

ODBC Connection ID	Unique identifier of the ODBC Connect String.
ODBC Connect String	Used for queries to the PeopleSoft database. The exact connect string syntax depends on the database platform and is listed in the following table.
Password and Confirm Password	Enter a password to connect to the database listed in the ODBC Connect String. Reenter the password in the Confirm Password field. The user ID listed must have a minimum of Select privileges on the database.

Map Sequence	Defines the order in which the queries are executed. Order can be important in the validation of data integrity.
Part ID	Used to identify PeopleSoft Business Analysis Modeler Import Maps. This value is retrieved from the .MDL file.
Import Map Name	Import Map name in the related .MDL file.
View Query Prompts	If you select this link, a Query Prompt page appears listing prompts for the query.
Query Name (Base Language)	Identifies the PeopleSoft query used for the selection of data to the Import Map.
Query Name (Related Language) (Optional)	If the report is used in a multilingual environment, identifies the PeopleSoft query which retrieves translated descriptions used in the Interactive Report.
Refresh Import Maps	Clicking this retrieves a new list of import maps from the .MDL file and deletes current entries on the page.

Prompt Sequence	Displays the order of the prompt in the query definition.
Query Prompt	Displays the prompt field in the query definition.
Record (Table) Name and Field Name	Specifies the record name and field name containing the prompt value.
Refresh Prompts	Clicking this retrieves a new list of prompts and deletes current entries in the page.

Open Report and Close Report	Clicking Open Report opens the .MDL file and performs a checkout on that model. Clicking Close Report removes the checkout created. The Result field displays a message indicating success or failure for both operations.
Ping Server	Clicking this sends a command to ping the PeopleSoft Business Analysis Modeler Analytic Web Server. The Result field displays a message indicating success or failure.