Creating Custom Infolet and Restricting visibility based on Role

Pre-Requisites:

1.      Access to the Reports and Analytics.

2.      Access to the Subject area on which report needs to be developed.

3.      Access to create and publish the sandbox at site level.

Process:

1.      Create an OTBI Analysis (Graph View) to be displayed on the custom infolet.

2.      Create infolet using sandbox.

3.      Define the infolet visibility (Optional).

4.      Publish the sandbox and verify the results.

Step 1: Create an OTBI Analysis (Graph View) to be displayed on the custom infolet.

Log in to the application and Navigate to Reports and Analytics.

Click on Browse Catalog.

Click on New >> Analysis

Select a Subject area (Say Payables Invoices – Transactions Real Time) based on the requirement.

Drag and drop the required columns on the Selected columns area.

For Example: Let us create a simple analysis report which displays the top 5 AP Invoices created in the current year.

Select columns that are needed:

Invoice Number: Invoice Details >> General Information >> Invoice Number

Invoice Amount: Invoice Details >> Invoice Amounts >> Invoice Amount

Invoice Amount Paid: Invoice Details >> Invoice Amounts >> Invoice Amount Paid

Sort the Invoice Amounts in Descending Order.

Put a filter condition to restrict only the top 5 invoices.

Also, let us add Invoice Creation Date to the report.

Invoice Creation Date: Invoice Details >> General Information >> Invoice Creation Date

Put a filter condition on Invoice creation date to restrict the invoices created in the current year.

 

We can hide the Invoice creation date column by going to the Column Format tab in column properties.

Go to the Results tab and view the output in Table view (by default). Since we do not need the table view of the reports, we can close those views and add a new view.

Adding a New View: Click on New View button >> Graph >> Bar >> Vertical.

We can also edit in Compound layout and change the look & feel of the graph. Click on Graph Properties to set the canvas size so that it fits in the infolet region.

In the Titles and Labels tab, Uncheck the below-highlighted boxes. This will remove the text under the X and Y-axis.

Review the output in the Results tab and Save the report once finalized.

Step 3: Create infolet using sandbox.

Navigate to Sandboxes under Configuration.

Click on Create Sandbox.

Enter the sandbox name and select the Structure and Page Composer checkboxes. Click on Create and Enter.

Go to the homepage by clicking on Home (🏠)Button.

Go to the Infolets page.

Accessible from the Welcome Springboard (aka your Homepage) through the Navigational Dots/ Train stops (if using the Panel Homepage) or through the Analytics Section.

Click on Edit Page.

Infolets in Panel Homepage:

Click on Create infolet.

Infolets in Analytics Section.

Enter the infolet name and select the dimensions as per the requirement.

We also have a few more options like Back View, Extensive view.

Click on Add Content.

Navigate to the report path:

Ex: Reports and Analytics >> OBIEERepository >> Shared Folders >> Custom >> Infolets

 

 

Click on Add.

Click Close.

The graph will be shown in the infolet as below.

Step 3: Define the infolet visibility (Optional)

Click on orange Dropdown button and select Edit Visibility.

By default, it is marked as ‘Yes’. Select ‘EL Expression’. Enter the value as below in Expression builder to restrict based on user roles.

EL Expression Syntax: #{securityContext.userInRole[‘<ROLE_CODE>’]}

Ex: #{securityContext.userInRole[‘<ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB>’]}

This implies the infolet is visible only for users having the job role ‘Accounts Payable Manager’.

Click Save and Close.

Click Close.

Step 4: Publish the sandbox and verify the results.

Click on the sandbox name and select Publish.

Click OK.

Click Publish.

Click on Continue to Publish.

The infolet is shown as below.

This completes the creation of custom infolet and restrict visibility based on a user role.