Oracle BI Publisher Excel Template Connecting Parent And Child Nodes - excel

I have one main data set for project list that contains "Project ID" columb and multiple child sets for different information for each project with "Project ID" and "Value" columns. Data sets connect via Project ID column. my bi publisher data model looks like this
My goal is to create table below.
the table I need to
When I use report editor of BI Publisher and apply following steps;
Insert a table
Add Project ID as first column from "main" data set.
Add Value columns from child data sets.
it worked perfectly fine and matched project id of every value and project id of main data set.
But I need to use excel templated but I cant get same table using excel template. I tried couple of repeating section combination, non of them work.
How do I connect child nodes to parent for each row?
Because of confidential reasons, I cant share screenshots and don't have any copy of template.
Thanks in advance.

Not sure how you have your data structure/XML set up. Or why you can't update the SQL on the dataset to combine the data there, but these may help:
Option 1
<?for-each:PROJECT?>
<?xdoxslt:set_variable($_XDOCTX, 'v_PROJECT', PROJECT_ID)?>
<?for-each:DATASET_1/RECORD?>
<?if:xdoxslt:get_variable($_XDOCTX,'v_PROJECT')=PROJECT_ID?>
<?VALUE?>
<?end if?>
<?end for-each?>
<?end for-each?>
Option 2
<?for-each:PROJECT?>
<?xdoxslt:set_variable($_XDOCTX, 'v_PROJECT', PROJECT_ID)?>
<?for-each:DATASET_1/RECORD[PROJECT_ID = xdoxslt:get_variable($_XDOCTX,'v_PROJECT')]?>
<?VALUE?>
<?end for-each?>
<?end for-each?>

Thank you for your help, I couldn't share any screen shot or code before because I didn't have any in my PC. But I setup BI Publisher to my PC and try to recreate sample data.
My data set
What I am trying to was creating a table like this
Table I want to create
This is my what xdo_metadata sheet looks like.
XDO_?XDOFIELD2? <?NAME?>
XDO_?XDOFIELD2? <?TASK_COUNT?>
XDO_?XDOFIELD3? <?TASK_COUNT?>
XDO_?XDOFIELD4? <?TASK_COUNT?>
XDO_GROUP_?XDOG1? <xsl:for-each select=".//PROJECT">
But it didnt work as I expected. It created a table like below
Output in first try
I found out why it didnt work, Beacuse I used same aliases for the all value columns.
Later I tried the change xdo_metadata with parent node before field names and it works perfectly fine;
XDO_?XDOFIELD2? <?NAME?>
XDO_?XDOFIELD2? <?./SET1/TASK_COUNT?>
XDO_?XDOFIELD3? <?./SET2/TASK_COUNT?>
XDO_?XDOFIELD4? <?./SET3/TASK_COUNT?>
XDO_GROUP_?XDOG1? <xsl:for-each select=".//PROJECT">
I guess using unique aliases in the each query like TASK_COUNT1,TASK_COUNT2,TASK_COUNT3 would work too.
I hope it will help those who will have problems in the future.

Related

Issues with PowerApps since end of August 2021

I have been using PowerApps for a couple of years now to create simple user interfaces with SharePoint lists as the database.
Since last week I have started to experience a number of issues with my apps. For example, when referencing a SharePoint list single line of text column by its field name, PowerApps says that it doesn't recognise the identifier. I use the exact same formula for a different single line of text column in the same database and it works fine.
I have a gallery that I have added a couple of extra label fields to. The formula that I am using is simply 'ThisItem.ColumnName'. For one that works this is 'ThisItem.Address' and this displays the address which comes from a single line of text column. One that doesn't work is 'ThisItem.Industry'. The internal field name for the column is definitely Industry and it is definitely also a single line of text column. In the label itself I have switched between both formulas and again the Address column displays fine but the Industry column is not recognised.
I have further tried:
Recreating the database from scratch
Deleting the column/s that aren't being recognised and recreating them
Refreshing the data connections, including deleting and re-adding
Using Edge instead of Chrome
Creating a database on a different teamsite (same site collection tho)
Turning off all experimental features in the settings
I would upload some screenshots but as this is my first post, I'm not allowed to....
Has anyone else experienced anything similar? Anyone able to provide some insight as to why this has suddenly started occurring? HELP, anyone????
Thanks in advance.
Shannon
So i found what was causing the issue, still in the dark as to why though.
The gallery is linked to multiple databases (sharePoint lists) through an IF statement. The user selects a district from a drop down box and depending on what they select, the gallery is filtered using this IF statement.
The weird thing is, that the filter on the gallery works perfectly fine and displays all the records from that database. But for some reason, it only chooses to recognise a select few of the columns within that database.
When i removed the IF statement and just linked up one database, it works perfectly fine and all columns are recognised and display fine.
So, back to the drawing board on this one. At least i know now that i need to rework my gallery set up and that it isn't a case of corruption with the app or the database (that was my biggest fear!)
Hope this info provides some help if anyone else experiences this same issue.

Automation steps not found

I am trying to modify the comboBox values of the fields in the Automation Steps page. , but I cannot seem to be able to do it for all of them. Some of them are appearing disabled:
So I tried to make this change in the DB directly. However the graph is not public so I cannot identify the datamember definition.
I did identify however, the following tables:
- AUStepCombo: includes the Values of the combo box. In this case I obtain all the records from the smartpanel
This table, however, does not include the description.
AUCombo: includes the descriptions of the combobox, connected with AUStepCombo via the RowNbr field.
However, I noticed that the AUCombo table doesn't show all the values from the smartpanel. Only a subsection of the values from AUStepCombo. The fields disabled in the smartpanel, are the ones not inclued in this table.
Are these available in another table?
check out CROpportunityProbability table. you will see the StageIDs in there.

Data import from new reports and automatically update existing records in existing data

I seek expert advice of all of you in accomplishing my work related task.
Task : Task it to perform Analysis on reports obtained to WorkSafe Monthly and weekly and getting valuable information out.
For example :
Number of injuries on monthly basis drilled down by department and divisions.
Total days lost in year
Count of type of claims
Possible return date.
So i receive these reports and i add some modified columns to it. Like Correct employee names and their ID's just to create a relationship between Employee database in Powerpivot so that i could get their position, dept and division.
Now every month in new report there could be 2 or 3 new claims added to it, and some existing claims with updates info. like Updated return to work date, Short term disability days etc.
Currently i go through them manually and it's really time consuming and tiring. if there there was older claims weren't getting updates i could've just imported from a folder using power query and added steps to remove duplicates. However, if i remove duplicate claims using powerquery now, basically i'll be removing same claims with updated info.
Could anyone you here suggest an efficient way to do it with power query or with other approach?
Thanks in Advance. I'd appreciate your time and effort.
If you use PowerQuery and select your source From File -> From Folder, when you choose to combine and edit you will get a table with its first column named Source.Name; which you could use to differentiate the updates.
For instance: If I start with two excel files in the same folder (theoretically, they could be different date source files for you)...
WS1.xlsx:
WS1 - Copy.xlsx:
Then I use the folder they are both in as the source...
(Navigate to your folder as appropriate.)
...and select Combine & Edit...
...and select the worksheet...
Then I get this:
...and it is clear what information came from what source file.

SharePoint Web Parts can not be connected via hyperlink fields

In short:
I'm trying to filter an XSLTListViewWebPart based on what is selected in another XSLTListViewWebPart. Using a String field as connection this is working fine. Using a hyperlink field no data is displayed.
In more detail:
I have two lists, say Accounts and Projects. Both have a hyperlink field accountURL.
All accounts have different accountURLs. Different projects can have the same value for accountURL. Both are displayed on a page using the XSLTListViewWebPart.
The simple goal is to filter the Projects list based on which item is selected in the Accounts list using the accountURL field. So I established a web part connection using the acountURL as a filter. Alas, when an item in the Accounts list is selected no items are showwn in the Projects list although I double checked that there are matching values.
When using a string field instead of a hyperlink field for accountURL everything works like a charm. Problem is, I need the hyperlink field.
Is this desired behaviour? Do you have any suggestions for a workaround?
(I already tried converting the hyperlink field to a string field via a calculated column which did not work out either.)
All was and is to be done in the web interface or SP-Designer. Coding a WSP is not an option for this problem. As I'm not quite familiar with the correct terminus technicus I use field and column interchangeably.
All help is greatly appreciated.
Ben
Someone on the Microsoft forum suggested the following workaround which does its job well:
Add a hidden text column to both lists.
Use a workflow which is triggered on item creation and update to copy the value of the hyperlink column to the hidden text column.
Connect both webparts using the hidden column as filter.
Nonetheless, I still wonder whether it is possible to use hyperlink columns or other special columns for filtering. I also had the problem that I cannot use a person column as lookup.
Does anyone know if whether there ist some kind of overview
which column types can be used for filtering/formulas/lookup/...?
Cheers,
Ben

Filling rows of a repeating table on opening the form

In my Infopath form I use a repeating table. On opening this form on sharepoint I would like to have some rows of the repeating table filled out using information from an other list. I use content types.
What i am working on is a Timesheet system where the user can register how many hours a week he worked on different projects.
I would like that by creation of a timesheet some predefined projects will be already inserted, meaning that the repeating table will have for example 5 rows already with 5 favourite or most used projects selected based on a separate PetProject list.
When I looked at the workflow in the list where the timesheet is being created I couldn’t find the column projectname in the dropdown so I cant give it a value. When I went to look in the Form settings of TimeSheets I saw that projectname cant be selected/edited, its in plain black whereas the other columns are blue and clickable. I thought its probably because the value of projectname is merged from the different rows in the repeating table.
Is there any way I can work around this problem and assign a value to projectname by creation of the timesheet?
Thank you so much!
I think that you will need to write some code to query the data that you are after and add the data to new rows in the repeating table.
There is a loading event that you can hook into to then query a secondary data source and then
add the row to the repeating table.
Will this run with in infopath as a thick client or will it run as a browser based form using infopath form service?

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