BI Publisher Query Report Viewer

In this topic you will learn how to run BI Publisher Query Report Viewer.

NOTE: BI Publisher Query report Viewer provides the user an opportunity to run the report to your window in either PDF or XLS format. This option does not run the report via the process scheduler.

The Search by default option is Report Name. All of the LSUHSC reports as noted in the table at the beginning of the document begin with the letter "ZZ". You may search by entering zz into the selections box. However, in this exercise you will use the Advanced Search to search for a report by report description.

For this example, the report desired is the one that displays Direct Expenses Balances Available.

A pop-up window displays on the screen where you must enter the prompt parameters that you would like to include in the report.

Enter the desired information into the Business Unit field. Enter "LSUNO".

NOTE: Shreveport users should use the LSUSH Business Unit when running this example in RPT or SND. However, if you are using the WBT, the LSUNO Business Unit must be used.

Your report displays.

You may print the report if desired and/or save it to a network pathway by selecting the either the Print or Save as... option from the menu list.

In this example, you will run a BI Publisher Query Report Viewer to XLS.

Using the default search, enter the desired information into the Search by field. Enter "ZZGLX004".

The modal window for the prompt parameters displays.

Enter the desired information into the GL Business Unit field. Enter "LSUNO".

NOTE: Shreveport users should use the LSUSH Business Unit when running this example in RPT or SND. However, if you are using the WBT, the LSUNO Business Unit must be used.

When Excel launches, you may see the displayed message. You must click the Open button to launch the report.

NOTE: The “Protected View” defaults for the Excel files. To print, edit, or save the excel file, you must select the Enable Editing button at the top of the screen.

Data result values are displayed in the XLS output. There are no formulas included in the report results. To perform any additional analysis and calculations in the Excel reports, you would need to enter formulas to perform the desired operations.

Please note that the example spreadsheet includes multiple worksheet tabs. Every report may have different grouping structures such as by chartstring, journal id, department, or by fund code. The report results will be grouped by that structure and produce the amount of worksheet tabs required for all report results meeting the grouping criteria. Please note the highlighted grouping on row 7.

Each tab represents the grouping of chartstring information displayed on the spreadsheet. The number of tabs will vary based upon the prompt criteria entered when running the report, the grouping methodology of the particular report, as well as the volume of data for the prompted entries.

The search results return one report that has a description that includes the word "direct", ZZGLX056. The default format to view the report is PDF. By choosing the drop-down arrow, you might opt to view the report in XLS format instead. In this example, do not change the format from PDF.

You may close the spreadsheet by selecting File, Close from the Excel menu or selecting the innermost X in the top right corner of the spreadsheet page. Or to close Excel completely, select the top X.

BI Publisher Query Report Viewer

This completes BI Publisher Query Report Viewer.

For this example, the report desired is the one that displays Direct Expenses Balances Available.

A pop-up window displays on the screen where you must enter the prompt parameters that you would like to include in the report.

Enter the desired information into the Business Unit field. Enter a valid value e.g. "LSUNO".

NOTE: Shreveport users should use the LSUSH Business Unit when running this example in RPT or SND. However, if you are using the WBT, the LSUNO Business Unit must be used.

In this example, you will run a BI Publisher Query Report Viewer to XLS.

Using the default search, enter the desired information into the Search by field. Enter a valid value e.g. "ZZGLX004".

The modal window for the prompt parameters displays.

Enter the desired information into the GL Business Unit field. Enter a valid value e.g. "LSUNO".

NOTE: Shreveport users should use the LSUSH Business Unit when running this example in RPT or SND. However, if you are using the WBT, the LSUNO Business Unit must be used.

Click the Main Menu link.

Click the Reporting Tools link.

Click the BI Publisher link.

Click the Query Report Viewer link.

Click the Advanced Search link.

Click the button to the right of the Description field.

Click the contains list item.

Enter the desired information into the Description field. Enter

a valid value

e.g.

"direct"

Click the Search button.

Click the View Report link.

Enter the desired information into the Business Unit field. Enter

a valid value

e.g.

"LSUNO"

Enter the desired information into the Department field. Enter

a valid value

e.g.

"1055000"

Enter the desired information into the Fund Code field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Program Code field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Class Field field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Project field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Accounting Period field. Enter

a valid value

e.g.

"2"

Enter the desired information into the Fiscal Year field. Enter

a valid value

e.g.

"2018"

Click the OK button.

Click the File menu bar.

Click the Close tab menu.

Click the Query Report Viewer link.

Enter the desired information into the Search by field. Enter

a valid value

e.g.

"ZZGLX004"

Click the Search button.

Click the button to the right of the Format field.

Click the XLS list item.

Click the View Report link.

Enter the desired information into the GL Business Unit field. Enter

a valid value

e.g.

"LSUNO"

Enter the desired information into the Department field. Enter

a valid value

e.g.

"1055000"

Enter the desired information into the Fund Code field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Program Code field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Class Field field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Project field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Journal Date From field. Enter

a valid value

e.g.

"09012017"

Enter the desired information into the To Journal Date field. Enter

a valid value

e.g.

"11302017"

Click the OK button.

Click the Open button.

Click the Sheet 2 tab.

Click the Sheet 3 tab.

Click the Sheet 4 tab.

Click the Close button.