How to create a task flow in webcenter?

Hi There,
I have a code fragment and that fragement is re-used across muliple pages in web center site. My requirment is to create a task flow based on this fragment.
I found some links but all are referring w.r.t WebCenter Spaces, which I am not intrested.
Please susggest me step by step guides or links so that I can referer and develop in webcenter.
Thanks in advance!!!
Regards,
Srinivas

Hi.
You have official documentation introducing ADF Task Flows here: http://docs.oracle.com/cd/E23943_01/web.1111/b31974/taskflows.htm
And you have next step by step tutorials to learn how to implement Task Flows:
http://yonaweb.be/webcenter_tutorial/part_6_building_taskflow_and_consuming_it_webcenter_portal (Yannick blog post).
http://docs.oracle.com/cd/E18941_01/tutorials/jdtut_11r2_57/jdtut_11r2_57.html (official JDev samples).
http://danielmerchanoracle.blogspot.com.es/2011/08/integrar-adf-task-flows-propios-en-una.html (My spanish blog with "how to add a Custom Task Flow into WebCenter Portal Application", 3 different and possible ways).,
Probably Yannick Blog post if you need to understand how to integrate Bounded Task Flows with WebCenter Portal's.
Regards.

Similar Messages

How to create Discussions Task Flow Based on Oracle Content Server

Hi,
I need to create an ADF application consisting of the following aspects:
1) Upload, Download and Share documents (I'm using Documents Services provided by WebCenter Jdeveloper Extensions)
2) Create discussion threads and forums (I'm trying to use Discussion Services provided by WebCenter Jdeveloper Extensions)
3) User should be able to do an universal search i.e search both documents and discussions forums. (I'm using Search Services provided by WebCenter Jdeveloper Extensions)
I'm using "Oracle Content Server 10g for WebCenter" to manage my documents and discussions. While logging into GUI of OCS, I'm able to create and post discussion threads.
But, I'm unable to create discussions adf task flow based on Oracle Content Server.
The demos/tutorials/dev guides provided at http://webcenter.oracle.com have only described using WLS_Services managed server which is created and setup using WC Suite 11g.
But I couldn't find any information to develop these discussion services using Jdeveloper WebCenter Extensions and Oracle Content Server.
Please let me know, if anyone has tried this or if you have any idea of how to go about it.
Thanks in Advance,
Harikiran.
Edited by: harikiran on Jul 13, 2010 3:23 PM

Hi.
You have official documentation introducing ADF Task Flows here: http://docs.oracle.com/cd/E23943_01/web.1111/b31974/taskflows.htm
And you have next step by step tutorials to learn how to implement Task Flows:
http://yonaweb.be/webcenter_tutorial/part_6_building_taskflow_and_consuming_it_webcenter_portal (Yannick blog post).
http://docs.oracle.com/cd/E18941_01/tutorials/jdtut_11r2_57/jdtut_11r2_57.html (official JDev samples).
http://danielmerchanoracle.blogspot.com.es/2011/08/integrar-adf-task-flows-propios-en-una.html (My spanish blog with "how to add a Custom Task Flow into WebCenter Portal Application", 3 different and possible ways).,
Probably Yannick Blog post if you need to understand how to integrate Bounded Task Flows with WebCenter Portal's.
Regards.

Create ADF Task Flow for Human task outside of SOA Composite

Hi,
Is there any way you can create ADF Task Flow form (for the task Details to be display in worklistapp) for a Human task out side of the SOA Composite applicaiton?. I know we can create ADF Task flow form for task details based on Human Task in SOA composite application. But I dont want to do that. I dont want to keep any association between Human task and ADF Task Flow.
If there is a way to do this, How can we assiciate this ADF Task flow form with worklist applicaiton?
Thanks
--Sreeny

By using these services appropriately:
http://download.oracle.com/docs/cd/E12839_01/integration.1111/e10224/bp_workflow.htm

Oracle.jbo.AttrSetValException on extending an adf task flow in webcenter

Hi,
I have used EO validations and the validation messages are provided in the ResourceBundle.properties file.But whenever I deploy the adf task flow to webcenter spaces the messages are not shown and the following error occurs:
<Jul 26, 2012 2:43:28 PM IST> <Error> <oracle.webcenter.webcenterapp> <BEA-000000> <getDisplayMessage Called=oracle.jbo.AttrSetValException
oracle.jbo.AttrSetValException: JBO-com.in.jagran.model.entity.AdAgcrlimitApp.AdhocLimit_Rule_1: STRINGMANAGER: Key: com.in.jagran.model.entity.AdAgcrlimitApp.AdhocLimit_Rule_1 not found in bundle oracle.javatools.resourcebundle.ResourceBundleRT
     at oracle.jbo.rules.RulesBeanUtils.createException(RulesBeanUtils.java:381)
     at oracle.jbo.rules.AbstractValidator.createException(AbstractValidator.java:1064)
     at oracle.jbo.rules.AbstractValidator.doRaiseException(AbstractValidator.java:1119)
     at oracle.jbo.rules.AbstractValidator.raiseException(AbstractValidator.java:1108)
     at oracle.jbo.rules.JboMethodValidator.raiseException(JboMethodValidator.java:259)
     at oracle.jbo.rules.AbstractValidator.raiseException(AbstractValidator.java:1095)
     at oracle.jbo.rules.JboAbstractValidator.callValidateValueWithContext(JboAbstractValidator.java:239)
     at oracle.jbo.rules.JboAbstractValidator.validate(JboAbstractValidator.java:386)
     at oracle.jbo.rules.RulesBeanUtils.validateObject(RulesBeanUtils.java:716)
     at oracle.jbo.rules.RulesBeanUtils.validate(RulesBeanUtils.java:696)
     at oracle.jbo.server.AttributeDefImpl.validate(AttributeDefImpl.java:3251)
     at oracle.jbo.server.AttributeDefImpl.set(AttributeDefImpl.java:3196)
     at oracle.jbo.server.EntityImpl.setAttributeInternal(EntityImpl.java:1971)
     at com.in.jagran.model.entity.AdAgcrlimitAppImpl.setAdhocLimit(AdAgcrlimitAppImpl.java:720)
     at com.in.jagran.model.entity.AdAgcrlimitAppImpl$AttributesEnum$8.put(AdAgcrlimitAppImpl.java:119)
     at com.in.jagran.model.entity.AdAgcrlimitAppImpl.setAttrInvokeAccessor(AdAgcrlimitAppImpl.java:1316)
     at oracle.jbo.server.EntityImpl.setAttribute(EntityImpl.java:1879)
Please help.This is urgent

Hi,
did you solve the issue? I've just got exactly the same problem :(
Lenka

How to create portlet pages in oracle webcenter 11g?

Hi all,
currently we are using an application with oracle web portal 10g server. Is it possible to do migration all portlet pages 10g portal to 11g webcenter ?
and please clarify how to create a portlet page in webcenter 11g?
Regards
Nagarajan

Hi Nagarajan,
In webcenter there is no concept of portlets.Here you need to have all the portlets as WSRP.
So in a jist, you need to expose your current portlets as WSRP and the same should be consumed in webcenter portal pages.
Hope this make things clear.

How to create the Cash Flow step by step?

How to create the Cash Flow step by step?

Run S_ALR_87012271 (menu path A/C-FA-GL-Info System- GL Reports - BS/PL/Cashflow-general-cash flow)
In the screen enter the year & Company code, & execute. you will reach to another screen.
Click on the "FORM" & you will reach another screen having various forms. The form related to Cash flow is already highlighted.
Go to EDIT-General Data Selection - Change the financial statment version pertaining to your company
Then, click on each line item in the form which is being displayed and enter corresponding GLs.
Save it & execute S_ALR_87012271
Hope this solves your problem.

Warning after creating Human Task Flow in ADF project

I'm using JDev 11g and have created my SOA Composite containing a Human Task. After I generated the Task flow based on Human Task in my non-soa application, I get the following warnings which are preventing my application from building and deploying to the admin server. I have followed the instructions in the Developer's Guide for Implementing an ADF Task Flow for a Human Task.
Warning: <Feb 22, 2010 9:47:59 AM PST> <Error> <J2EE> <BEA-160187> <weblogic.appc failed to compile your application. Recompile with the -verbose option for more details. Please see the error message(s) below.>
Warning: Unresolved WebApp library references defined in weblogic.xml, of module 'public_html' [Extension-Name: oracle.webcenter.framework.view, Specification-Version: 11.1.1, exact-match: false], [Extension-Name: oracle.applcore.view, exact-match: false].
Did I miss a step somewhere, I've double checked the class libraries, but am not sure what I should be looking for, I added the recommended libraries to the class path per the Developer's Guide.

###<Feb 25, 2010 12:20:11 AM PST> <Warning> <Deployer> <den65044fwks> <AdminServer> <[ACTIVE] ExecuteThread: '0' for queue: 'weblogic.kernel.Default (self-tuning)'> <<WLS Kernel>> <> <> <1267086011065> <BEA-149078> <Stack trace for message 149004
java.lang.NoClassDefFoundError: oracle/as/scheduler/MetadataService
     at java.lang.Class.getDeclaredFields0(Native Method)
     at java.lang.Class.privateGetDeclaredFields(Class.java:2291)
     at java.lang.Class.getDeclaredFields(Class.java:1743)
     at weblogic.j2ee.dd.xml.BaseJ2eeAnnotationProcessor.getFields(BaseJ2eeAnnotationProcessor.java:973)
     at weblogic.j2ee.dd.xml.BaseJ2eeAnnotationProcessor.getFields(BaseJ2eeAnnotationProcessor.java:966)
     at weblogic.j2ee.dd.xml.BaseJ2eeAnnotationProcessor.processJ2eeAnnotations(BaseJ2eeAnnotationProcessor.java:97)
     at weblogic.j2ee.dd.xml.J2eeAnnotationProcessor.processJ2eeAnnotations(J2eeAnnotationProcessor.java:37)
     at weblogic.servlet.internal.WebAnnotationProcessorImpl.processServlets(WebAnnotationProcessorImpl.java:228)
     at weblogic.servlet.internal.WebAnnotationProcessorImpl.processJ2eeAnnotations(WebAnnotationProcessorImpl.java:211)
     at weblogic.servlet.internal.WebAnnotationProcessorImpl.processAnnotations(WebAnnotationProcessorImpl.java:107)
     at weblogic.servlet.internal.WebAppServletContext.processAnnotations(WebAppServletContext.java:1301)
     at weblogic.servlet.internal.WebAppServletContext.<init>(WebAppServletContext.java:425)
     at weblogic.servlet.internal.WebAppServletContext.<init>(WebAppServletContext.java:470)
     at weblogic.servlet.internal.HttpServer.loadWebApp(HttpServer.java:414)
     at weblogic.servlet.internal.WebAppModule.registerWebApp(WebAppModule.java:901)
     at weblogic.servlet.internal.WebAppModule.prepare(WebAppModule.java:345)
     at weblogic.application.internal.flow.ScopedModuleDriver.prepare(ScopedModuleDriver.java:180)
     at weblogic.application.internal.flow.ModuleListenerInvoker.prepare(ModuleListenerInvoker.java:93)
     at weblogic.application.internal.flow.DeploymentCallbackFlow$1.next(DeploymentCallbackFlow.java:388)
     at weblogic.application.utils.StateMachineDriver.nextState(StateMachineDriver.java:37)
     at weblogic.application.internal.flow.DeploymentCallbackFlow.prepare(DeploymentCallbackFlow.java:58)
     at weblogic.application.internal.flow.DeploymentCallbackFlow.prepare(DeploymentCallbackFlow.java:44)
     at weblogic.application.internal.BaseDeployment$1.next(BaseDeployment.java:610)
     at weblogic.application.utils.StateMachineDriver.nextState(StateMachineDriver.java:37)
     at weblogic.application.internal.BaseDeployment.prepare(BaseDeployment.java:185)
     at weblogic.application.internal.EarDeployment.prepare(EarDeployment.java:53)
     at weblogic.application.internal.DeploymentStateChecker.prepare(DeploymentStateChecker.java:154)
     at weblogic.deploy.internal.targetserver.AppContainerInvoker.prepare(AppContainerInvoker.java:60)
     at weblogic.deploy.internal.targetserver.operations.ActivateOperation.createAndPrepareContainer(ActivateOperation.java:198)
     at weblogic.deploy.internal.targetserver.operations.ActivateOperation.doPrepare(ActivateOperation.java:89)
     at weblogic.deploy.internal.targetserver.operations.AbstractOperation.prepare(AbstractOperation.java:217)
     at weblogic.deploy.internal.targetserver.DeploymentManager.handleDeploymentPrepare(DeploymentManager.java:749)
     at weblogic.deploy.internal.targetserver.DeploymentManager.prepareDeploymentList(DeploymentManager.java:1216)
     at weblogic.deploy.internal.targetserver.DeploymentManager.handlePrepare(DeploymentManager.java:250)
     at weblogic.deploy.internal.targetserver.DeploymentServiceDispatcher.prepare(DeploymentServiceDispatcher.java:160)
     at weblogic.deploy.service.internal.targetserver.DeploymentReceiverCallbackDeliverer.doPrepareCallback(DeploymentReceiverCallbackDeliverer.java:157)
     at weblogic.deploy.service.internal.targetserver.DeploymentReceiverCallbackDeliverer.access$000(DeploymentReceiverCallbackDeliverer.java:12)
     at weblogic.deploy.service.internal.targetserver.DeploymentReceiverCallbackDeliverer$1.run(DeploymentReceiverCallbackDeliverer.java:46)
     at weblogic.work.SelfTuningWorkManagerImpl$WorkAdapterImpl.run(SelfTuningWorkManagerImpl.java:516)
     at weblogic.work.ExecuteThread.execute(ExecuteThread.java:201)
     at weblogic.work.ExecuteThread.run(ExecuteThread.java:173)
java.lang.NoClassDefFoundError: oracle/as/scheduler/MetadataService
     at java.lang.Class.getDeclaredFields0(Native Method)
     at java.lang.Class.privateGetDeclaredFields(Class.java:2291)
     at java.lang.Class.getDeclaredFields(Class.java:1743)
     at weblogic.j2ee.dd.xml.BaseJ2eeAnnotationProcessor.getFields(BaseJ2eeAnnotationProcessor.java:973)
     at weblogic.j2ee.dd.xml.BaseJ2eeAnnotationProcessor.getFields(BaseJ2eeAnnotationProcessor.java:966)
     at weblogic.j2ee.dd.xml.BaseJ2eeAnnotationProcessor.processJ2eeAnnotations(BaseJ2eeAnnotationProcessor.java:97)
     at weblogic.j2ee.dd.xml.J2eeAnnotationProcessor.processJ2eeAnnotations(J2eeAnnotationProcessor.java:37)
     at weblogic.servlet.internal.WebAnnotationProcessorImpl.processServlets(WebAnnotationProcessorImpl.java:228)
     at weblogic.servlet.internal.WebAnnotationProcessorImpl.processJ2eeAnnotations(WebAnnotationProcessorImpl.java:211)
     at weblogic.servlet.internal.WebAnnotationProcessorImpl.processAnnotations(WebAnnotationProcessorImpl.java:107)
     at weblogic.servlet.internal.WebAppServletContext.processAnnotations(WebAppServletContext.java:1301)
     at weblogic.servlet.internal.WebAppServletContext.<init>(WebAppServletContext.java:425)
     at weblogic.servlet.internal.WebAppServletContext.<init>(WebAppServletContext.java:470)
     at weblogic.servlet.internal.HttpServer.loadWebApp(HttpServer.java:414)
     at weblogic.servlet.internal.WebAppModule.registerWebApp(WebAppModule.java:901)
     at weblogic.servlet.internal.WebAppModule.prepare(WebAppModule.java:345)
     at weblogic.application.internal.flow.ScopedModuleDriver.prepare(ScopedModuleDriver.java:180)
     at weblogic.application.internal.flow.ModuleListenerInvoker.prepare(ModuleListenerInvoker.java:93)
     at weblogic.application.internal.flow.DeploymentCallbackFlow$1.next(DeploymentCallbackFlow.java:388)
     at weblogic.application.utils.StateMachineDriver.nextState(StateMachineDriver.java:37)
     at weblogic.application.internal.flow.DeploymentCallbackFlow.prepare(DeploymentCallbackFlow.java:58)
     at weblogic.application.internal.flow.DeploymentCallbackFlow.prepare(DeploymentCallbackFlow.java:44)
     at weblogic.application.internal.BaseDeployment$1.next(BaseDeployment.java:610)
     at weblogic.application.utils.StateMachineDriver.nextState(StateMachineDriver.java:37)
     at weblogic.application.internal.BaseDeployment.prepare(BaseDeployment.java:185)
     at weblogic.application.internal.EarDeployment.prepare(EarDeployment.java:53)
     at weblogic.application.internal.DeploymentStateChecker.prepare(DeploymentStateChecker.java:154)
     at weblogic.deploy.internal.targetserver.AppContainerInvoker.prepare(AppContainerInvoker.java:60)
     at weblogic.deploy.internal.targetserver.operations.ActivateOperation.createAndPrepareContainer(ActivateOperation.java:198)
     at weblogic.deploy.internal.targetserver.operations.ActivateOperation.doPrepare(ActivateOperation.java:89)
     at weblogic.deploy.internal.targetserver.operations.AbstractOperation.prepare(AbstractOperation.java:217)
     at weblogic.deploy.internal.targetserver.DeploymentManager.handleDeploymentPrepare(DeploymentManager.java:749)
     at weblogic.deploy.internal.targetserver.DeploymentManager.prepareDeploymentList(DeploymentManager.java:1216)
     at weblogic.deploy.internal.targetserver.DeploymentManager.handlePrepare(DeploymentManager.java:250)
     at weblogic.deploy.internal.targetserver.DeploymentServiceDispatcher.prepare(DeploymentServiceDispatcher.java:160)
     at weblogic.deploy.service.internal.targetserver.DeploymentReceiverCallbackDeliverer.doPrepareCallback(DeploymentReceiverCallbackDeliverer.java:157)
     at weblogic.deploy.service.internal.targetserver.DeploymentReceiverCallbackDeliverer.access$000(DeploymentReceiverCallbackDeliverer.java:12)
     at weblogic.deploy.service.internal.targetserver.DeploymentReceiverCallbackDeliverer$1.run(DeploymentReceiverCallbackDeliverer.java:46)
     at weblogic.work.SelfTuningWorkManagerImpl$WorkAdapte

How to properly close task flow opened in new window?

Have a question on the best practice to properly close a task flow when it has been opened in a new window.
We are opening multiple bounded task flows concurrently in new windows but want to make sure the task flows are properly cleaned up. Scenario is that of an email in-box where the user can open multiple messages concurrently. Want to have the "Close" button that closes the window and properly exits the bounded task flow.
thanks,
Rodger...

Hi Frank
I'm hoping the after listener will fire (haven't tested it yet)
What I would like to do is to create a method in the application module that does (I'm typing this from memory so there might be some typos):
procedure void cleanTransaction() {
if this.getDBTransaction().isDirty() {
this.getDBTransaction().rollback()
}then expose the method in the application module client implementation.
Then in a pageFlowScope bean method find the application module and call the cleanTransaction() method.
The bean method could then be hooked up to the after listenr.
Would this work, and how do I find the application module ?
Also I not sure if it is the application module hanlding the transaction or the data frame.
Regards
Paul

How to invoke a task flow on click of a button(CommandToolbarButton)

hi All,
I'm using JDev11g, ADF BC.
Case Background: I'm designing a screen which has a summary and detail screen in same page. I'm displaying a table from which the user would select a row and click on a button to invoke an action through the Task Flow. In the Task flow i have two fragments one to view the record and other to edit the record. The form to view is read-only and the other is editable.
Problem: I'm not able to invoke the task flow from click of the button, it just refreshes the page.
I would like to know how to fix this issue.
-Jyothi

Hi,
can i include page-fragments(.jsff) in the task-flow which is invoked by the select button in the page(.jspx). I would like to know if that could be a reason for the error.
-Jyothi

How to create a work flow template

HI
how to create work flow template using EP.
I am new to this division of EP .
Could some please give me a head start to go with this
some how to docs or weblogs
thanks
pk

Universal Worklist Configuration
http://help.sap.com/saphelp_nw04s/helpdata/en/0c/19dfc6febc4f888701697ef23b16cd/frameset.htm
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/xi/xi-how-to-guides/how to configure the universal worklist.pdf.
Patricio.

How to call the task flow one region from another region?

I have page with 3 regions (column wise) named as start, center, end.
currently I having task flow for middle(i.e, center) region which have panelCollection to perform view, create, & delete functions.
Task flow:-
From(action)To
View(create)Create
Create(Done)Execute (Execute is a method call)
Execute(*)View
View(self)Execute
By press create button on Center page, task flow takes to the Create page(in Centre region) but all other regions(start, end) remains same.
I have a usecase where we have a commandLink on Start region to show the View page on Center region. but it is not able to achieve when we move to Create/Edit page.
Plz help me out to built the same.
Thanq
KSB
Edited by: user641407 on Aug 28, 2008 2:22 PM
Edited by: user641407 on Aug 28, 2008 2:23 PM

Hi!
First, I'm not sure that your page layout is adequate. The regions are not intended to be navigated from outside. Yet, they can send navigation action to the container (page on which the region is placed) through Parent Action taskflow element. Also, you can investigate Contextual Events that can be raised by region, but I'm also not sure that this can be easily used for cross-region navigation.
I would suggest you to reconsider you page layout. You can use dynamic regions (which are populated by taskflow based on menu selection or click on actionLink or s button). This way, in the Start facet you place a navigation menu (links), which are connected with dynamic region in Center. If you want to reuse a navigation links (in Start), you can put all this in page template and reuse it over and over again.
Regards,
PaKo

How to create Recurring Tasks?

I need to set reminders from a Task list to specific people without human intervention. I want reminders for updates every week from the list. Is it possible to do it without using Calendar?
My Scenario is as follows: I want a Task to be created in a name of a person every Monday with a due date on Wednesday.
-Saumil

You can create a workflow, that will wait for one week, create new task and exit. After it, you can attach it to your tasks list to start on new items creation. So, when you will create your first instance of task, it will initiate the workflow and in one
week the workflow will create second instance. This creation will again trigger workflow, which will create third instance and so on, and so on.
This method is described in more details here:
http://blog-sharepoint.blogspot.com/2010/01/how-to-configure-workflow-to-start-at.html

How to create scheduled task to delete failure/open tasks

hi.
I have a question that I hope someone can give me some input to.
we have an OIM 9.1.0.1 installation and have a situation where we have around 14 500 open tasks. we read somewhere that this might cause performance issues. we have also found a HOWTO on Oracle Metalink that explains how to delete these tasks. i states that one should:
- Create a scheduled task which uses the API:
Thor.API.Operations.tcProvisioningOperationsIntf.setTasksCompletedManually
...and that's it. it doesn say anything else. doing this by creating a scheduled task in OIM Admin Console will not work since we don't have this Java class. is there anyone who has sort a similar problem? any help/tips/guidelines are appreciated.
P.S.: The Oracle Metalink HOWTO:
Link: [https://metalink.oracle.com/CSP/ui/flash.html#tab=KBHome(page=KBHome&id=()),(page=KBNavigator&id=(from=BOOKMARK&bmDocType=HOWTO&bmDocDsrc=KB&bmDocTitle=How%20to%20%3Cb%3EDelete%3C/b%3E%20Failure%20or%20Cancelled%20%3Cb%3ETasks%3C/b%3E%20in%20%3Cb%3EOpen%3C/b%3E%20%3Cb%3ETasks%3C/b%3E&bmDocID=731282.1&viewingMode=1143))]
Edited by: user10378227 on Oct 27, 2009 1:07 AM

Use this link:
How to create a new schedule task from java code
http://download.oracle.com/docs/cd/E10391_01/doc.910/e10361/tasks_archival.htm#sthref85

Two pages reuse a task flow -------how to reinitialize the task flow?

Hi, i get a question.
In general:
In the navigation menu i have two commandlink that are "Service" and "Application". And when i click on each of the two command links, i go to a page.
The detail:
This two commandlinks use a same task flow-----that is : <af:commandNavigationItem...... definition of this two link' action attributes are just the same.
What's more, the pages that i go to when i click on the link also use the same one, just show something different bansed on the paramaters when alick on the link. The parameters are defined in the <af:commandNavigationItem...... using <af:setPropertyListener..
And the question is:
when i click on the "Service" link and see the "Add service" page and then click "Application" it's still the "Add service" page, and otherwise is the same. i just can not jump freely through this tow link.
I have debuged the code and find that, once i click "Service" link then i click "Application" link, the task flow won't reinitialize.
Any one has some solutions?
Thanks in advance.

Reading the official doc will help.
http://docs.oracle.com/cd/E15523_01/web.1111/b31974/taskflows_complex.htm#BABHIAAI

How to create a Cash Flow Statement?

Dear all:
I am trying to create a Cash Flow Statement, and my approach is to use Dimension formula to calculate on the fly. Is my approach the best practice, or should I use script logic instead?
Based on my understanding, if I use Dimension formula, I won't need to create new set Dim members to store the calculated values (such as Increase (Decrease) in A/R = A/R this month - A/R last month). However, I am having problem constructing the formula in FORMULAH1 column.
Given above A/R example, I tried to use [NetAR] - ([NetAR],[Time].[PRIOR]) to get the difference in value between this month and last month, but I received error message saying that "The hierarchy '[PRIOR]' was not found in the cube when the string, [TIME].[PRIOR], was parsed". Is there anyway to retrieve Next or Prior months data in MDX?
If my approach is not correct, please advise correct way.
P.S. I have searched the forum and someone mentioned using Account Transformation logic. I looked up Administration Help file but didn't grasp the concept of Account Transformation logic. Can someone explain in detail for me?
Thank you for your help!
Brian

Try not to use DIMENSION LOGIC, unless it is really simple.
This is a set of ideas from the BPC 5 demo that I often use for Cash Flow Statements. This may be modified for your use, but the idea is consistent. Just remember to prep the customer to understand that 1 time charges and 1 off changes to CF statements are more often added and managed manually since it they would always impact a CF report.
Logic from version 5 BPC Demo- Finance App
*INCLUDE SYSTEM_CONSTANTS.LGL
*SYSLIB CONSOLIDATION_LIBRARY.LGL
// MOVE INCOME STATEMENT ITEMS TO CASH FLOW STATEMENT
RUNSUMMARIZE(ThisApp,CF_SUMM,%CATEGORY_SET%,%LC_RPT_CURR%)
//CALCULATE BALANCE SHEET MOVEMENTS AND POST TO CASH FLOW STATEMENT
*SELECT(%FROM_ACCOUNT%, "[ID]", "ACCOUNT", "[CF_TO_ACCT] <> ''")
*XDIM_MEMBERSET ACCOUNT = %FROM_ACCOUNT%
*XDIM_ADDMEMBERSET TIME = PRIOR
*XDIM_MEMBERSET RPTCURRENCY=%LC_RPT_CURR%
*WHEN TIME
      *IS %TIME_SET%
            *REC(ACCOUNT=ACCOUNT.CF_TO_ACCT)
      *IS PRIOR
            *REC(FACTOR=-1,ACCOUNT=ACCOUNT.CF_TO_ACCT,TIME=NEXT)
*ENDWHEN
*COMMIT
Changes to above:
Dependencies (libraries, properties, etc.)
- SYSTEM_CONSTANTS.LGL
- CONSOLIDATION_LIBRARY.LGL u2013 to run the Business Rules section
- The following dimensions, members and properties are assumed
          Account
               CF_TO_ACCT property which is on all base level accounts which are part of the cash flow statement. The value should be the cash flow account that they map to. The dimension values are the IDs so they are all assumed as names
               CF_SUMM property used to move the income statement items to the cash flow statement. Contains the formulas on the destination cash flow accounts that map the Income statement accounts.
          Time u2013 just the dimension name
          RptCurrency
          CURRENCY_TYPE property with a value of L or R
What does it do?
Step 1 - MOVE INCOME STATEMENT ITEMS TO CASH FLOW STATEMENT
Use the formulas in the CF_SUMM accounts to move income statement values to the cash flow statement for all currencies based on the Currency_Type property
Step 2 - CALCULATE BALANCE SHEET MOVEMENTS AND POST TO CASH FLOW STATEMENT
·        Select all accounts that have values in the CF_TO_ACCT property
·        Add the Prior time period to the time memberset
·        Run this process for all currencies based on the Currency_Type property
·        Take the value in the current period and the negative value of the prior period to calculate the periodic cash flow amount and write to the account designated in the CF_TO_ACCT property
IMPORTANT NOTE: this step does have an issue that will be corrected in future versions of the sales demo. The issue is that if you run this logic for 2007.MAR, the negative balance for 2007.MAR will be written to 2007.APR as well as 2007.FEB being written to 2007.MAR. The logic needs to be changed as follows to work
First create two members in the DataSrc dimension that both consolidate to PreAdj member of the DataSrc dimension named CF_Current and CF_Prior
Add the following statement after the *XDIM_MEMBERSET RPTCURRENCY=%LC_RPT_CURR%
*XDIM_MEMBERSET DATASRC=
Change the REC statements as follows
*REC(ACCOUNT=ACCOUNT.CF_TO_ACCT,DATASRC=u201CCF_Currentu201D)
*REC(FACTOR=-1,ACCOUNT=ACCOUNT.CF_TO_ACCT,TIME=NEXT,DATASRC=u201CCF_Prioru201D)
Hope this helps somewhat. It is really hard to send this detailed stuff usingthe FORUM.
Edited by: Petar Daniel on Dec 11, 2008 8:39 PM

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