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Configure inline aggregate reporting
Answer ID 9963   |   Last Review Date 02/25/2019

How do I configure inline aggregate reporting?

Environment:

Analytics
Oracle Service Cloud all versions

Resolution:

Inline aggregate reporting lets you insert columns in custom reports to show aggregate information that could not normally be displayed due to restraints on database query size. To use this functionality please follow those steps below exactly:

1. Create a column in a report to collect the aggregate data.

  • Click Analytics on the navigation pane.
  • Double-click Reports Explorer.
  • Do one of the following:
    • Click New Report on the ribbon and select a report format to create a new report.
    • Right-click an existing report and select Edit.
  • Click Add Column on the ribbon’s Home tab.
    The Column Definition window opens.
  • Configure the column to display the aggregate data you want.
  • Add a run-time selectable filter or a variable to the report.
    Inline aggregate reporting requires that the report you link to includes at least one variable or run-time selectable filter.
  • Click Save to save the report.

2. Create a new report or edit a report that will link to the column created in the previous step.

  • Click New Report on the ribbon and select a report format to create a new report, or
  • Right-click an existing report and select Edit.

3. Click Inline Aggregate on the ribbon’s Insert tab. The Inline Aggregate Wizard opens.

  • Type a column header for the new column.
  • Type an optional column description.
  • Click Next.
  • Select the report containing the aggregate column you want to link to and click Next.
  • Select the values you want to use for the linked aggregate report’s variables and run-time selectable filters.
    The values you specify determine what data is shown in the aggregate column. Required variables and filters are indicated with a red flag and you must set a value for these. You must also map at least one indexed filter in the report containing the aggregate column to a column in the parent report
  • Select the values you want to use for the linked aggregate report’s variables and filters from the Use drop-down menu.
    The value types you can choose from are described in the following table.
Table describing the available variable and filter value types.

 Type

  Description

Parent Column Value

Select this option to use the values in a column in the parent report to populate the linked aggregate report’s variable or filter.
This option is available only when the parent report includes a column with the same data type, such as text, integer, or menu, as the linked aggregate report’s variable or filter.

Parent Filter Value

Select this option to populate the aggregate report’s variable or filter with the current value from one of the parent report’s filters.
This option is available only when the parent report has filters with the same data type and operator as the linked aggregate report’s variable or filter.

Parent Variable Value

Select this option to populate the linked aggregate report’s filter with the current value from one of the parent report’s variables.
This option is available only when the parent report has variables with the same data type and operator as the linked aggregate report’s variable or filter.

Default Value

Select this option to use the default variable or filter value specified in the linked aggregate report for the variable or filter value.

Custom Value

Select this option to specify a custom value for the variable or filter. The values you can enter depend on the data type and available options. For instance, if a filter uses a text field, you can type the text you want to use for the filter’s value. If a filter uses a menu field containing staff accounts, you select the staff accounts you want from a menu.


4. Click Finish to save the changes and close the wizard.

5. Click Save to save the report and close the editor.

For additional information on this topic, refer to the 'Configure inline aggregate reporting' section of online documentation for the version your site is currently on. To access Oracle Service Cloud manuals and documentation online, refer to the Documentation for Oracle Service Cloud Products.

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