data, with values in the R28 Bill to Cash Days
column ranging from 13 at the lowest to 65 at
Save your analysis to the Web catalog,
calling it Customer Invoices.
Table 1: Define these parameters for the Initiate Credit Hold action.
Parameter Name Prompt Fixed
processOrder_arg0 Order Number X
processOrder_arg1 Customer Number
processOrder_arg2 Orders Segment Number X
processOrder_arg3 Customer Name
CREATING YOUR AC TIONS
The next step is to create the actions to
associate with the analysis. We will make
two: the Initiate Credit Hold action, which
will be shown only for orders that are
overdue for payment, and a customer search
action that will be shown for all orders. We
will implement the Initiate Credit Hold
action as a Web service.
To create the Initiate Credit Hold action,
select New -> Action from the Oracle
Business Intelligence 11 g home page. When
the Navigate dialog box appears, select
Invoke a Web Service, as shown in Figure 1.
When the Select Web Operation
dialog box appears, navigate to the
Sample Web Services -> Order Service ->
OrderProcessService -> OrderProcessPort
folder and select the processOrder method.
Click OK to proceed.
The New Action dialog box will then
appear. It enables you to configure prompt
text and other settings that map to the Web
service parameters. In the Define Parameters
section of this dialog box, enter the values
shown in Table 1.
Once you are done, click Save Action to
save the action to the Web catalog. When
saving the action, create a new folder in the
catalog under Shared Folders; call it Oracle
Mag Actions; and save the action, using the
name Initiate Credit Hold.
for URL. Click the Define Parameters button
to the right of the URL text box, and then
click the Add Parameter button to add a
single parameter to the list. In this param-
eter list, enter the following values:
Prompt: Search Term
Figure 2: Both actions appear in the contextual menu for an overdue order.
ASSOCIATING AC TIONS WI TH ANALYSIS
With the two actions created, the next step is
to associate them with the analysis criteria.
From the Open menu on the Oracle Business
Intelligence 11 g home page, open the
Customer Invoices analysis you created earlier
and ensure that the Criteria tab is selected in
Oracle Business Intelligence Answers.
Within the Selected Columns panel at the
top right of the Oracle Business Intelligence
Answers screen, go to the menu that appears
over the R0 Order Number column to select
Column Properties. When the Column
Properties dialog box appears, select the
Interaction tab. Change the Value Primary
Interaction selection from Default (Drill) to
To add the conditional Initiate Credit
Hold action to this column, click the Add
Action Link button above the Action Links
table and enter Initiate Credit Hold
for Link Text. Click the Select Existing Action
button, and navigate to the Shared Folders/
Oracle Mag Actions folder to select the
Initiate Credit Hold action. Click OK to select
the action, and select the parameter settings
as shown below:
Customer Number: Leave 222 as the default,
because this parameter value is not used by
Customer Name: Change the menu selection
for the Value column to Column Value, and
then use the column list menu to choose
Offices.”D4 – Company”. Check the Fixed
checkbox next to this parameter, and then
click OK to save the parameter mapping.
Finally, select Conditionally as the Show Link
setting and click the Filter button to create
the condition R28 – Bill to Cash Days is
greater than 60.