BIP Report Guide v0.1

8/8/2019 BIP Report Guide v0.1

http://slidepdf.com/reader/full/bip-report-guide-v01 1/12

Steps create report from end to end

Step 1

Mapping the table and columns in Siebel with the required fields in report design

For this example,

We need to identify the Customer Name’ s fields and also Return Code’s fields in

Siebel so that it can be use to create the stored procedure .

Step 2

Table creation

Note: Standard naming convention for tables and columns. Table name will start

with CX_<Report Name> and for Column name will start with “X_<Field Name”

For each report we will create a table for respective report.

E.g:



For this example,

Create a table name as CX_Order216 and 4 columns which are X_MONTH,

X_CUSTOMER_NAME, X_RETURN_CODE, X_NUMBER_OF_ACTIVITIES

E.g

Sample of the Table that has been create and also the Standard data type.

Note * Remember to run this “GRANT DELETE, INSERT, SELECT, UPDATE ON CX_Order216 TO

BIP_ROLE;”

So that it can be use in BIP server to create the report template.



Step 3

Create stored procedure for the report

The figure is an example in toad for stored procedure.

Download example script for this report : SP_CX_ORDER216.prc

Note that after the phase of “Cursor c1 IS” is the SQL query that we need to build

from the mapped columns from Siebel.

The purpose of the stored procedure is to extract the required data to a staging

database for report generation.

Step 4

Create the report template configuration in BIP server.



Login in as administrator in order to create the report template configuration and

setting.

After login into the BIP server,

Click on the “Create a new report “ using the report name follows the report

design E.g Order216

After click “Create” a report configuration is created.



Click on “Edit” to configure the report setting which include the data model , list of

value and also parameters

Click this to insert the column that need from the table that has been created

earlier for this report.

(For all R1.5 and R2 report the Schema will be under “TM_SIEBEL_REPORT” )

Note: The table will only appear if the grant has been step 2--

Remember to run this “GRANT DELETE, INSERT, SELECT, UPDATE ON CX_Order216 TO BIP_ROLE;”

So that it can be use in Bip server to create the report template.

Click on the “Query Builder “a pop out will appear and choose the Schema :

TM_SIEBEL_REPORT and identify the table name that created earlier which

Order216



Tick the fields that required in building the report template and also join the

reference month table to get the month description and the click the “Save”

The query will auto generate based on the fields that ticked .

Note: Any other filter need to include here which didn’t include in stored procedure.



Click the “Save” to save the setting .

Steps 5

Create the report template using Microsoft Word .

Log on in BIP server from word’s add-ins which is the BIP with administrator .Then a

pop out screen will appear to let us to select the report configuration that will

created earlier.

Identify the path for the report configuration that created earlier.



Double click on the report configuration that required E.g Order216 (It will load the

data from database using the report configuration)

Note * The table in database for this report must have data in order to run this

step .If not an error will pop put saying that there is no data for this report

After that we can start creating the report template by click toolbar and choose the

report outlook that we needed e.g Table, Chart, Pivot table and etc.

For this case, we need to create a table based on the report design so click on

“Insert “ then “Table Wizard” . A pop out will appear to let do setting for the table.



Click on the “Next” to proceed to next steps of the wizard

Click this button to insert all the fields into the table that we need to create

Use this button to arrange the layout of the fields that need to be displayed in the

table



After the arrangement of fields click “Next” to continue and the next step in the

wizard will be “Group by “ , Note: This step is usually leave it blank since we did the

group in store procedure . So continue click “Next” again. For the report we need to

sort it based on the month so in the steps we choose the “Month” for sorting

ascending.

Click “Next” to continue



In this steps , we can change the description for fields to display in report table .

( follow the report design) Then click “Finish” , the system will automatic create

the table based on the setting we did earlier

Preview the report by clicking the “Preview” at toolbar

An report output will generated. (Identify the Required fields, the interface of the

report are matching the report design)

Then we can upload this template to BIP server to store inside the server .



Click on the “Upload Template As “ and a pop out will appear that let us fill in the

report name .E.g Order216 then click “ok” . The process on uploading the report

template is done.

Then we can go back to the Bip server client click on “view” to view report template

that has been created.

Output of the report that has been created with data.

Then view the output, basically a simple report in BIP that based on report designhas been created and creating report processing has been done.

Documents

BIP Report Guide v0.1