Advanced
Portlets
Maximizing portlet function to personalize output.
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About This Session
● This is going to be a hands on learning experience.
○ Log into your own system.
● Examples for Each Portlet.
○ Talk about the portlet.
○ Show you how.
○ Your time to code it.
● Download Code.
○ NSQL Code is available online for you to copy and paste.
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Types of Portlets
● Common Portlets
○ Grid
○ Graph
● Multi-Dimensional (Time Scaled)
○ Typically used to show values over time.
○ Example : Actuals by Month.
● Hierarchy
○ A grid display that has a + sign to drill into that row.
○ Example : Master / Sub relationship.
● Drill-Down
○ A set of multiple portlets that are linked.
○ Clicking on a record on the first portlet opens a second portlet.
○ Example : A chart portlet that drills into the details of the chart slice.
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Multi-Dimensional Portlets
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Multi-Dimensional Portlets
● What is a Dimension?
○ A dimension is a grouping of similar data elements from one or more
tables. For example, “Project” may be one dimension and “OBS” or
“Tasks” could be other dimensions.
○ Dimensions are defined in the SELECT statement using specific syntax.
First, you define a key value for the dimension and then you can define
the other data elements in the dimension.
● Design
○ Uses special NSQL constructs.
○ Single portlet.
○ Single NSQL query.
Portions obtained from CA documentation
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Multi-Dimensional : NSQL Query
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:(i.code || r.id):uniqueid@,
Dimension 1 (Resource)
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.code:investment_code@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.id:investment_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.name:investment_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.id:resource_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.full_name:resource_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.manager_id:manager_id@,
@SELECT:DIM:USER_DEF:IMPLIED:PER:s.slice_date:tp_start@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PER:TO_CHAR(s.slice_date,'yyyy-mm-dd'):tp_start_display@,
@SELECT:METRIC:USER_DEF:IMPLIED:SUM(s.slice):hours@
FROM prassignment assign
Dimension 2 (Date)
JOIN prj_blb_slices s ON assign.prid = s.prj_object_id
JOIN prtask t
ON assign.prtaskid = t.prid
JOIN srm_resources r ON assign.prresourceid = r.id
JOIN inv_investments i ON t.prprojectid = i.id
WHERE s.slice_request_id = (Select id from prj_blb_slicerequests where request_name = 'MONTHLYRESOURCEACTCURVE' )
AND s.slice > 0
AND s.slice_date BETWEEN @WHERE:PARAM:USER_DEF:DATE:startdate@ AND @WHERE:PARAM:USER_DEF:DATE:enddate@
AND @FILTER@
GROUP BY (i.code || r.id), r.id, r.full_name, i.id, i.code, i.manager_id, i.name,s.slice_date
HAVING @HAVING_FILTER@
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Multi-Dimensional : NSQL Query
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:(i.code || r.id):uniqueid@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.code:investment_code@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.id:investment_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.name:investment_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.id:resource_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.full_name:resource_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.manager_id:manager_id@,
@SELECT:DIM:USER_DEF:IMPLIED:PER:s.slice_date:tp_start@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PER:TO_CHAR(s.slice_date,'yyyy-mmdd'):tp_start_display@,
@SELECT:METRIC:USER_DEF:IMPLIED:SUM(s.slice):hours@
FROM prassignment assign
HAVING @HAVING_FILTER@
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Multi-Dimensional : NSQL Query
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:(i.code || r.id):uniqueid@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.code:investment_code@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.id:investment_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.name:investment_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.id:resource_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.full_name:resource_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.manager_id:manager_id@,
@SELECT:DIM:USER_DEF:IMPLIED:PER:s.slice_date:tp_start@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PER:TO_CHAR(s.slice_date,'yyyy-mmdd'):tp_start_display@,
@SELECT:METRIC:USER_DEF:IMPLIED:SUM(s.slice):hours@
FROM prassignment assign
HAVING @HAVING_FILTER@
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Multi-Dimensional : NSQL (Oracle)
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:(i.code || r.id):uniqueid@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.code:investment_code@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.id:investment_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.name:investment_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.id:resource_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.full_name:resource_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.manager_id:manager_id@,
@SELECT:DIM:USER_DEF:IMPLIED:PER:s.slice_date:tp_start@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PER:TO_CHAR(s.slice_date,'yyyy-mm-dd'):tp_start_display@,
@SELECT:METRIC:USER_DEF:IMPLIED:SUM(s.slice):hours@
FROM prassignment assign
JOIN prj_blb_slices s ON assign.prid = s.prj_object_id
JOIN prtask t
ON assign.prtaskid = t.prid
JOIN srm_resources r ON assign.prresourceid = r.id
JOIN inv_investments i ON t.prprojectid = i.id
WHERE s.slice_request_id = (Select id from prj_blb_slicerequests where request_name = 'MONTHLYRESOURCEACTCURVE' )
AND s.slice > 0
AND s.slice_date BETWEEN @WHERE:PARAM:USER_DEF:DATE:startdate@ AND @WHERE:PARAM:USER_DEF:DATE:enddate@
AND @FILTER@
GROUP BY (i.code || r.id), r.id, r.full_name, i.id, i.code, i.manager_id, i.name,s.slice_date
HAVING @HAVING_FILTER@
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Multi-Dimensional : NSQL (SQL)
SELECT @SELECT:DIM:USER_DEF:IMPLIED:RESOURCE:(i.code + r.id):uniqueid@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.code:investment_code@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.id:investment_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.name:investment_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.id:resource_id@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:r.full_name:resource_name@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RESOURCE:i.manager_id:manager_id@,
@SELECT:DIM:USER_DEF:IMPLIED:PER:s.slice_date:tp_start@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PER:CONVERT(VARCHAR(10), s.slice_date, 120):tp_start_display@,
@SELECT:METRIC:USER_DEF:IMPLIED:SUM(s.slice):hours@
FROM prassignment assign
JOIN prj_blb_slices s ON assign.prid = s.prj_object_id
JOIN prtask t ON assign.prtaskid = t.prid
JOIN srm_resources r ON assign.prresourceid = r.id
JOIN inv_investments i ON t.prprojectid = i.id
WHERE s.slice_request_id = (Select id from prj_blb_slicerequests where request_name = 'MONTHLYRESOURCEACTCURVE' )
AND s.slice > 0 AND s.slice_date BETWEEN @WHERE:PARAM:USER_DEF:DATE:startdate@
AND @WHERE:PARAM:USER_DEF:DATE:enddate@ AND @FILTER@ GROUP BY (i.code + r.id), r.id, r.full_name, i.id, i.code, i.manager_id,
i.name,s.slice_date HAVING @HAVING_FILTER@
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Multi-Dimensional : Create the Query
● Create a new query.
○ Admin / Q ueries / New
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Multi-Dimensional : Create the Query
● Paste the NSQL and “Save and Return”
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Multi-Dimensional : Create the Portlet
● Create a new
GRID portlet.
● Finish and Open to
continue configuration.
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Multi-Dimensional : Create the Portlet
● The Y axis needs to be
set.
● Set the “stationary”
columns.
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Multi-Dimensional : Create the Portlet
● Add the columns.
● Data Columns at the end.
● Remember to sort by the
Time Period and then by
Investment/Resource
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Multi-Dimensional : Create the Portlet
● Be sure to add the date parameters to your filter.
● Assign a default value as needed.
● Save … And then go to the General tab to publish.
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Multi-Dimensional : Create the Portlet
● Add the portlet to a page.
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Questions?
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Exercise #1 : Multi-Dimensional Portlet
● Log into your own environment.
● Build your NSQL Query
● Build your Grid Portlet
○ Add the Dates to the filter.
○ Sort by the Time Period
● Add it to a page.
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Hierarchy Portlets
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Hierarchy Portlets
● Hierarchy
○ A hierarchical query is used to display values in a hierarchical grid
portlet.
● Limitations
○
○
○
○
The parent and child must have the same number of fields.
The parent and child fields must be of the same data type.
Can be single or multi-dimensional.
NSQL needs to be optimized.
● Implementation
○ Uses special NSQL constructs.
○ Single portlet.
○ Single NSQL query.
Portions obtained from CA documentation
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Hierarchy Portlets
● High level implementation steps
○
○
○
○
Create NSQL query.
Create Portlet.
Configure Portlet.
Accept praise for the cool looking portlet you just made!
• Cookies are acceptable in lieu of praise.
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Hierarchy : NSQL Query
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:PROJECT:SRC.GRID_ID:GridID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.GRID_NAME:GridName@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.HG_HAS_CHILDREN:HG_HAS_CHILDREN@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_START:GStart@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_FINISH:GFinish@,
FROM
(
Select
INV.ID
GRID_ID
,INV.name GRID_NAME
,case when (select count(*)
from prteam pt
where pt.prprojectid = INV.id) > 0 then INV.id else null end HG_HAS_CHILDREN
,INV.SCHEDULE_START ,INV.SCHEDULE_FINISH
from INV_INVESTMENTS INV where INV.is_active = 1 and INV.ODF_OBJECT_CODE = 'project'
AND @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@ IS NULL
UNION
SELECT
PRT.PRID
GRID_ID
,SRM.FULL_NAME
GRID_NAME
,null
HG_HAS_CHILDREN
,nvl(PRT.PRAVAILSTART,INV.schedule_start) SCHEDULE_START ,nvl(PRT.PRAVAILFINISH,INV.SCHEDULE_FINISH) SCHEDULE_FINISH
from
prteam PRT,srm_resources SRM,INV_INVESTMENTS INV
where PRT.prresourceid = SRM.id and PRT.PRPROJECTID = INV.ID
AND PRT.prprojectid = @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@
) SRC
where
@FILTER@
HAVAING @HAVING_FILTER@
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Hierarchy : NSQL Query
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:PROJECT:SRC.GRID_ID:GridID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.GRID_NAME:GridName@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.HG_HAS_CHILDREN:HG_HAS_CHILDREN@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_START:GStart@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_FINISH:GFinish@,
FROM
(
Select
INV.ID
GRID_ID
,INV.name GRID_NAME
,case when (select count(*)
from prteam pt
where pt.prprojectid = INV.id) > 0 then INV.id else null end HG_HAS_CHILDREN
,INV.SCHEDULE_START ,INV.SCHEDULE_FINISH
from INV_INVESTMENTS INV where INV.is_active = 1 and INV.ODF_OBJECT_CODE = 'project'
AND @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@ IS NULL
Code for “Parent”
UNION
SELECT
PRT.PRID
GRID_ID
,SRM.FULL_NAME
GRID_NAME
,null
HG_HAS_CHILDREN
,nvl(PRT.PRAVAILSTART,INV.schedule_start) SCHEDULE_START ,nvl(PRT.PRAVAILFINISH,INV.SCHEDULE_FINISH) SCHEDULE_FINISH
from
prteam PRT,srm_resources SRM,INV_INVESTMENTS INV
where PRT.prresourceid = SRM.id and PRT.PRPROJECTID = INV.ID
AND PRT.prprojectid = @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@
) SRC
where
@FILTER@
HAVAING @HAVING_FILTER@
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Hierarchy : NSQL Query
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:PROJECT:SRC.GRID_ID:GridID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.GRID_NAME:GridName@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.HG_HAS_CHILDREN:HG_HAS_CHILDREN@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_START:GStart@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_FINISH:GFinish@,
FROM
(
Select
INV.ID
GRID_ID
,INV.name GRID_NAME
,case when (select count(*)
from prteam pt
where pt.prprojectid = INV.id) > 0 then INV.id else null end HG_HAS_CHILDREN
,INV.SCHEDULE_START ,INV.SCHEDULE_FINISH
from INV_INVESTMENTS INV where INV.is_active = 1 and INV.ODF_OBJECT_CODE = 'project'
AND @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@ IS NULL
Code for “Child”
UNION
SELECT
PRT.PRID
GRID_ID
,SRM.FULL_NAME
GRID_NAME
,null
HG_HAS_CHILDREN
,nvl(PRT.PRAVAILSTART,INV.schedule_start) SCHEDULE_START ,nvl(PRT.PRAVAILFINISH,INV.SCHEDULE_FINISH) SCHEDULE_FINISH
from
prteam PRT,srm_resources SRM,INV_INVESTMENTS INV
where PRT.prresourceid = SRM.id and PRT.PRPROJECTID = INV.ID
AND PRT.prprojectid = @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@
) SRC
where
@FILTER@
HAVAING @HAVING_FILTER@
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Hierarchy : Parent Query
Select
INV.ID
GRID_ID
,INV.name
GRID_NAME
,case when (select count(*)
from prteam pt
where pt.prprojectid = INV.id) > 0 then INV.id
else null end
HG_HAS_CHILDREN
,INV.SCHEDULE_START
,INV.SCHEDULE_FINISH
from INV_INVESTMENTS INV
where INV.is_active = 1 and INV.ODF_OBJECT_CODE = 'project'
AND @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@ IS NULL
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Hierarchy : Child Query
UNION
SELECT
PRT.PRID
GRID_ID
,SRM.FULL_NAME
GRID_NAME
,null
GRID_HAS_CHILDRES
,nvl(PRT.PRAVAILSTART,INV.schedule_start)
SCHEDULE_START
,nvl(PRT.PRAVAILFINISH,INV.SCHEDULE_FINISH)
SCHEDULE_FINISH
From prteam PRT,srm_resources SRM,INV_INVESTMENTS INV
where PRT.prresourceid = SRM.id and PRT.PRPROJECTID = INV.ID
AND PRT.prprojectid = @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@
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Hierarchy : NSQL (Oracle)
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:PROJECT:SRC.GRID_ID:GridID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.GRID_NAME:GridName@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.HG_HAS_CHILDREN:HG_HAS_CHILDREN@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_START:GStart@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_FINISH:GFinish@
FROM
(
Select
INV.ID
GRID_ID
,INV.name
GRID_NAME
,case when (select count(*)
from prteam pt
where pt.prprojectid = INV.id) > 0 then INV.id else null end HG_HAS_CHILDREN
,INV.SCHEDULE_START
,INV.SCHEDULE_FINISH
from INV_INVESTMENTS INV
where INV.is_active = 1 and INV.ODF_OBJECT_CODE = 'project'
AND @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@ IS NULL
UNION
SELECT
PRT.PRID
GRID_ID
,SRM.FULL_NAME GRID_NAME
,1
HG_HAS_CHILDREN
,nvl(PRT.PRAVAILSTART,INV.schedule_start) SCHEDULE_START
,nvl(PRT.PRAVAILFINISH,INV.SCHEDULE_FINISH) SCHEDULE_FINISH
from
prteam PRT,srm_resources SRM,INV_INVESTMENTS INV
where PRT.prresourceid = SRM.id
and PRT.PRPROJECTID = INV.ID
AND PRT.prprojectid = @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@
) SRC
where
@FILTER@
HAVING @HAVING_FILTER@
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Hierarchy : NSQL (SQL)
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:PROJECT:SRC.GRID_ID:GridID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.GRID_NAME:GridName@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.HG_HAS_CHILDREN:HG_HAS_CHILDREN@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_START:GStart@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:PROJECT:SRC.SCHEDULE_FINISH:GFinish@
FROM
(
Select
INV.ID
GRID_ID
,INV.name
GRID_NAME
,case when (select count(*)
from prteam pt
where pt.prprojectid = INV.id) > 0 then INV.id else null end HG_HAS_CHILDREN
,INV.SCHEDULE_START
,INV.SCHEDULE_FINISH
from INV_INVESTMENTS INV
where INV.is_active = 1 and INV.ODF_OBJECT_CODE = 'project'
AND @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@ IS NULL
UNION
SELECT
PRT.PRID
GRID_ID
,SRM.FULL_NAME GRID_NAME
,1
HG_HAS_CHILDREN
,is_null(PRT.PRAVAILSTART,INV.schedule_start) SCHEDULE_START
,is_null(PRT.PRAVAILFINISH,INV.SCHEDULE_FINISH) SCHEDULE_FINISH
from
prteam PRT,srm_resources SRM,INV_INVESTMENTS INV
where PRT.prresourceid = SRM.id
and PRT.PRPROJECTID = INV.ID
AND PRT.prprojectid = @WHERE:PARAM:USER_DEF:INTEGER:hg_row_id@
) SRC
where
@FILTER@
HAVING @HAVING_FILTER@
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Hierarchy : Create the Query
● Create a new query.
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Hierarchy : Create the Query
● Paste the NSQL and “Save and Return”
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Hierarchy : Create the Portlet
● Create a new
GRID portlet.
● Finish and Open to
continue configuration.
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Hierarchy : Create the Portlet
● Create a new
GRID portlet.
● Finish and Open to
continue configuration.
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Hierarchy : Create the Portlet
● Add your fields.
● Hg_has_children
not visible.
● Sort by the name.
● Save and publish.
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Hierarchy : Create the Portlet
● Add the portlet to a page.
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Exercise #2 : Hierarchy Portlet
● Log into your own environment.
○ If you do not have access, please see a Rego Univeristy representative
at the back of the room.
● Build your NSQL
● Build your Grid Portlet
● Add it to a page.
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Questions?
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Drill-Down Portlets
● Multiple portlets that are linked together by clicking on a link
inside one portlet.
○ Pie chart  Details for the slice.
○ Grid Summary  Details for the grid.
● Requires multiple queries, portlets, and at least one portlet
page.
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Drill-Down Portlets
● High level implementation steps
○
○
○
○
○
○
○
○
Create the portlet page with link.
Create NSQL query for the source portlet
Create the source portlet
Create NSQL query for the destination portlet
Create the destination portlet.
Plase both on the portlet page.
Add page to the menu.
Accept praise for the cool looking portlet you just made!
• Cake is acceptable in lieu of praise. (Cake due to the complexity)
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Drill-Down : Portlet Page
● Create a portlet page
● Save and Continue
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Drill-Down : Portlet Page
● Check the “Linkable” checkbox
● Save and Continue
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Drill-Down : Portlet Page
● On the Links tab, click on NEW to create a new link
● Save and Return
● Then, click on Return, we will come back to the page next
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Drill-Down : Portlet Page
● Click on the link you just created to view the settings
● Make note of the “Parameter Source”, APT_CUST_5040190
● Save and Return
● Then, click on Return, we will come back to the page later
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Drill-Down : Portlet #1 Query
● Create a new NSQL query
○ Name – Drill Resource Manager
○ ID – regou_RM
● Save and Continue
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Drill-Down : Portlet #1 Query
● Paste the NSQL. (This is for both Oracle and SQL)
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:RES:mgr.user_id:MGRDBID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RES:mgr.full_name:ResourceManager@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RES:Count(*):ResourceCount@
from
SRM_RESOURCES SRM,
SRM_RESOURCES MGR
where srm.manager_id = mgr.user_id
and @FILTER@
Group by mgr.user_id, mgr.full_name
HAVING @HAVING_FILTER@
● Save and Continue
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Drill-Down : Portlet #1 Query
● Click on the “Linking” tab
● Click on “New”
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Drill-Down : Portlet #1 NSQL
● The portlet page
you created earlier,
“Drill Down Sample”
shows in the action
● Select “Drill Down
Sample”
● Once you select your
page, the link you
made “Manager ID”
shows up. We want to
map it to the mgrdbid field from our query
● Save and Return
● Click Return again to go back to the
queries list
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Drill-Down : Portlet #2 Query
● Create a new NSQL query
○ Name – Drill Resources
ID – regou_RES
● Save and Continue
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Drill-Down : Portlet #2 NSQL
● Paste the NSQL. (This is for both Oracle and SQL)
SELECT
@SELECT:DIM:USER_DEF:IMPLIED:RES:srm.id :RESDBID@,
@SELECT:DIM_PROP:USER_DEF:IMPLIED:RES:srm.full_name:Resource_Name@
from SRM_RESOURCES SRM
where
@WHERE:PARAM:XML:STRING:/data/MGRID/@value@ != APT_CUST_5040190’
And srm.manager_id = @WHERE:PARAM:XML:STRING:/data/MGRID/@value@
and @FILTER@
HAVING @HAVING_FILTER@
● Save and Continue
● Then, click Return to exit out of the query
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Drill-Down : Portlet #1 Design
● Create a new grid portlet
○ Name = Resource Manager
w/Drill
○ ID = regou_rm_count
○ Data Provider = Drill –
Resource Manager
● Click Next
● Click Finish and Open
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Drill-Down : Portlet #1 Design
● Go to the layout section.
● Add the Resource Manager
and Resource Count fields
● Remove the MGRBDID
● Sort by resourcemanager
● Click Save
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Drill-Down : Portlet #1 Design
● On the same tab, go to
the “Fields” sub-page
● Click on the properties icon
next to the
resourcemanager field
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Drill-Down : Portlet #1 Design
● At the bottom, the link that
you made on the query will
appear
● Select “Resource Manager”
● For more fun, change the
Disable Link Attribute to
“resourcecount”
● Save and Return
● Save and Return again to exit
this portlet
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Drill-Down : Portlet #2 Design
● Create a new grid portlet.
○ Name = Drill - Resources
ID = regou_resources
○ Data Provider = Drill –
Resources
● Click Next
● Click Finish and Open
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Drill-Down : Portlet #2 Design
● Go to the layout section
● Add the Resource_Name
● Remove the RESDBID
● Sort by resourcename
● Click Save and Return
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Drill-Down : Putting it all together!
● Go to Portlet Pages and open up the “Drill Down Sample”
page.
● Add the “Resource Manager w/Drill” portlet.
● Add the “Drill – Resources”
● Click Save and Return
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Drill-Down : Putting it all together!
● Add the “Drill Down Sample” portlet page to a new link on the
menu using the menu manager
● Click Save and Return
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Drill-Down : Putting it all together!
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Drill-Down : Putting it all together!
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Exercise #3 : Drill-Down Portlet
●
●
●
●
●
Log into your own environment.
Build your NSQL x2
Build your Grid Portlet x2
Add it to a page.
Add page to menu.
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Questions?
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Thank You!
Contact US
888.813.0444
Thank you for your time!
Email Contact
info@regoconsulting.com
Web Site
www.regoconsulting.com
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