Www.regouniversity.com Clarity Educational Community Advanced Maximizing Portlet Function to Personalize Output Presented by: Sangeet Chourey and Chris

www.regouniversity.comClarity Educational Community

Advanced Maximizing Portlet Function to Personalize Output

Presented by: Sangeet Chourey and Chris Wuenstel | Date Prepared: April 2015

2 Clarity Educational Community

Agenda• Advanced Portlet Types– Multi-Dimensional– Hierarchical

• Multi-Dimensional– Syntax– How-To Walkthrough

• Hierarchical– Syntax– How-To Walkthrough

• Questions

Example Queries For Presentation

Example_Queries.txt


Multi-DimensionalAdvanced Portlet Types

Y

X


HierarchicalAdvanced Portlet Types

Projects

Tasks

Resources


Syntax

Good news everyone, no new syntax to learn!DimensionsSELECT @SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:RES.ID:RES_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:RES.FULL_NAME:RES_FULL_NAME@FROM SRM_RESOURCES RESWHERE @FILTER@

Each dimension needs a Unique ID and Property Field.First line: Unique IDSecond line: Property Field

Multi-Dimensional Portlet


Syntax – Continued

Adding a second dimension.

SELECT @SELECT:DIM:USER_DEF:IMPLIED:Y:Y.ID:Y_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:Y.COLUMN:Y_COLUMN@ ,@SELECT:DIM:USER_DEF:IMPLIED:Y:X.ID:X_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:X.COLUMNS:X_COLUMNS@FROM Y_AXIS YLEFT JOIN X_AXIS X ON X.YID = Y.IDWHERE @FILTER@


Y-Axis

X-Axis


Going from 1-Dimension -> 2-DimensionsMulti-Dimensional Portlet

Y-Axis Unique ID

Y-Axis Display(Property) Field X-Axis Unique ID

X-Axis Display(Property) Field

X-Axis Metric


Going from 1-Dimension -> 2-Dimensions cont.

SELECT @SELECT:DIM:USER_DEF:IMPLIED:Y:RES.ID:RES_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:RES.FULL_NAME:RES_FULL_NAME@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:ACT.SLICE_DATE:DATE_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:TO_CHAR(ACT.SLICE_DATE, 'Mon, YYYY'):DATE_DISPLAY@ ,@SELECT:METRIC:USER_DEF:IMPLIED:SUM(ACT.SLICE):HOURS@FROM SRM_RESOURCES RESJOIN PRASSIGNMENT A ON A.PRRESOURCEID = RES.IDJOIN PRJ_BLB_SLICES ACT ON A.PRID = ACT.PRJ_OBJECT_IDWHERE @FILTER@ AND ACT.SLICE_REQUEST_ID = (SELECT ID FROM PRJ_BLB_SLICEREQUESTS WHERE REQUEST_NAME = 'MONTHLYRESOURCEACTCURVE')AND ACT.SLICE_DATE BETWEEN TRUNC(@WHERE:PARAM:USER_DEF:DATE:START_DATE@, 'MONTH') AND TRUNC(@WHERE:PARAM:USER_DEF:DATE:FINISH_DATE@, 'MONTH')GROUP BY RES.ID,RES.FULL_NAME,ACT.SLICE_DATE


Change to X

Converts any date input to the first of the month.Example: 4/13/2015 -> 4/1/2015

Change to DIM


Multi-Dimensional Final Query

SELECT @SELECT:DIM:USER_DEF:IMPLIED:Y:RES.ID:RES_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:Y:RES.FULL_NAME:RES_FULL_NAME@ ,@SELECT:DIM:USER_DEF:IMPLIED:X:ACT.SLICE_DATE:DATE_ID@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:X:TO_CHAR(ACT.SLICE_DATE, 'Mon, YYYY'):DATE_DISPLAY@ ,@SELECT:METRIC:USER_DEF:IMPLIED:SUM(ACT.SLICE):HOURS@FROM SRM_RESOURCES RESJOIN PRASSIGNMENT A ON A.PRRESOURCEID = RES.IDJOIN PRJ_BLB_SLICES ACT ON A.PRID = ACT.PRJ_OBJECT_IDWHERE @FILTER@ AND ACT.SLICE_REQUEST_ID = (SELECT ID FROM PRJ_BLB_SLICEREQUESTS WHERE REQUEST_NAME = 'MONTHLYRESOURCEACTCURVE')AND ACT.SLICE_DATE BETWEEN TRUNC(@WHERE:PARAM:USER_DEF:DATE:START_DATE@, 'MONTH') AND TRUNC(@WHERE:PARAM:USER_DEF:DATE:FINISH_DATE@, 'MONTH')GROUP BY RES.ID,RES.FULL_NAME,ACT.SLICE_DATE



Creating QueryMulti-Dimensional Portlet

Administration -> Queries Click New

Enter “Query Name” and “Query ID”Click “Save and Continue”



Delete old and paste new query here

Click “Save and Continue”



No need to change anything here

Metric

Y-Axis

X-Axis


Creating PortletMulti-Dimensional Portlet

Administration -> Portlets Click NewClick “Grid Portlet”

Enter “Portlet Name”And “Portlet ID”

Browse for Query

Click Next


Creating PortletMulti-Dimensional PortletDon’t changeClick Next

Click “Finish and Open”

Click “List Column Section”And then Layout



Changes

Click Save



Click “List Column Section”And then Fields

Click Save

Changes



Click Resource Properties button

Uncheck “Allow Word Wrapping in Column”

Click “Save and Return”



Click “List Filter Section”And then Layout

Add “param_start_date”And then “param_finish_date”

Remove “Filter”Change to Expanded

Click Save



Click “List Filter Section”And then Fields

Change Labels

Click Save



Click “Finish Date” Properties button

Select “Rolling Date”Set as “End of Previous Month”

Make Required




Click “Start Date” Properties button

Select “Rolling Date”Set as “Start of Current Year”

Make Required




Add to a page, and view all of your hard work!


Syntax

• Two new parameters:– HG_HAS_CHILDREN

• Is null if there aren’t any children• Contains the value to be used in the child query

– HG_ROW_ID• Is null if the row is top parent• Contains the value to be used in the child query• Same value as HG_HAS_CHILDREN

Confusing, I Know!

Hierarchical Portlet


Syntax cont.

• Unions are quite commonly used – not always the most efficient, but they are the easiest way

Parent QueryUnionChild Query

• You can have more than one child query • Don’t have too many child queries– Limit it to only a few child queries

Hierarchical Portlet


Creating Parent QueryHierarchical Portlet

SELECT INV.ID PRID , INV.NAME , INV.SCHEDULE_START , INV.SCHEDULE_FINISH , NVL(ROUND(INV.LABOR_ACTSUM/3600,2),0) ACTUALS , INV.ID HG_HAS_CHILDRENFROM INV_INVESTMENTS INVWHERE INV.ODF_OBJECT_CODE = 'project'AND @WHERE:PARAM:USER_DEF:STRING:HG_ROW_ID@ IS NULL

Going to first bring in projects, and the current total actuals

This is what we are sending to the child query to get the corresponding children

HG_ROW_ID is null because this is the top level


Creating Child QueryHierarchical Portlet

SELECT TSK.PRID , TSK.PRNAME NAME , TSK.PRSTART SCHEDULE_START , TSK.PRFINISH SCHEDULE_FINISH , NVL(ROUND(SUM(PRA.PRACTSUM)/3600,2),0) ACTUALS , NULL HG_HAS_CHILDRENFROM PRTASK TSKLEFT JOIN PRASSIGNMENT PRA ON PRA.PRTASKID = TSK.PRIDWHERE TSK.PRPROJECTID = @WHERE:PARAM:USER_DEF:STRING:HG_ROW_ID@GROUP BY TSK.PRID, TSK.PRNAME, TSK.PRSTART, TSK.PRFINISH

For the children we are going to bring in tasksand there corresponding actuals

Null because there aren’t any children

Parent is sending INV_INVESTMENTS.IDWe are going to link it to each tasks PRPROJECTIDNow it’s only bringing back corresponding tasks for each project


How it worksHierarchical Portlet

Project

Tasks

Project has children

Used in second query, to find the projects corresponding tasks


Putting it all togetherHierarchical Portlet

We are going to union the project and task sections inside the NSQL

SELECT @SELECT:DIM:USER_DEF:IMPLIED:ACTUALS:PRID:PRID@, ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:NAME:NAME@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:SCHEDULE_START:SCHEDULE_START@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:SCHEDULE_FINISH:SCHEDULE_FINISH@ ,@SELECT:DIM_PROP:USER_DEF:IMPLIED:ACTUALS:HG_HAS_CHILDREN:HG_HAS_CHILDREN@ ,@SELECT:METRIC:USER_DEF:IMPLIED:ACTUALS:ACTUALS@FROM( PROJECT QUERY UNION TASK QUERY) WHERE @FILTER@


Creating QueryHierarchical Portlet

Administration -> Queries Click New

Enter “Query Name” and “Query ID”Click “Save and Continue”



Delete old and paste new query here

Click “Save and Continue”



No need to change anything here


Creating PortletHierarchical Portlet

Administration -> Portlets Click NewClick “Grid Portlet”

Enter “Portlet Name”And “Portlet ID”

Browse for Query

Click Next



Click “Finish and Open”

Click “List Column Section”And Layout



Changes

Click Save


Create PortletHierarchical Portlet

Click “List Column Section”And Fields

Rename the columns

Click Save



Add to a page, and view all of your hard work!


Questions

Phone888.813.0444

[email protected]

Websitewww.regouniversity.com

We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general.

There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us.

Thank you for attending regoUniversity 2015!

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http://www.regoconsulting.com/

Documents

Www.regouniversity.com Clarity Educational Community Advanced Maximizing Portlet Function to Personalize Output Presented by: Sangeet Chourey and Chris