Advanced Portlet Function for Personalizing Output in Educational Community

Explore the advanced portlet types, syntaxes, and walkthroughs for maximizing output personalization in an educational community setting. Learn how to implement multi-dimensional and hierarchical approaches to elevate your community engagement and presentation skills.

• Education
• Community
• Portlet Function
• Personalization
• Syntax

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1. www.regouniversity.com Clarity Educational Community Advanced Maximizing PortletFunction to Personalize Output Presented by: Sangeet Chourey and Chris Wuenstel | Date Prepared: April 2015

2. Agenda Advanced Portlet Types Multi-Dimensional Hierarchical Multi-Dimensional Syntax How-To Walkthrough Hierarchical Syntax How-To Walkthrough Questions Example Queries For Presentation 2 Clarity Educational Community

3. Advanced Portlet Types Multi-Dimensional Y X 3 Clarity Educational Community

4. Advanced Portlet Types Hierarchical Projects Tasks Resources 4 Clarity Educational Community

5. Multi-Dimensional Portlet Syntax Good news everyone, no new syntax to learn! Dimensions SELECT @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 RES WHERE @FILTER@ Each dimension needs a Unique ID and Property Field. First line: Unique ID Second line: Property Field 5 Clarity Educational Community

6. 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 Y LEFT JOIN X_AXIS X ON X.YID = Y.ID WHERE @FILTER@ Y-Axis X-Axis 6 Clarity Educational Community

7. Multi-Dimensional Portlet Going from 1-Dimension -> 2-Dimensions X-Axis Display(Property) Field Y-Axis Display(Property) Field X-Axis Unique ID Y-Axis Unique ID X-Axis Metric 7 Clarity Educational Community

8. Multi-Dimensional Portlet Going from 1-Dimension -> 2-Dimensions cont. Change to DIM Change to X 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 RES JOIN PRASSIGNMENT A ON A.PRRESOURCEID = RES.ID JOIN PRJ_BLB_SLICES ACT ON A.PRID = ACT.PRJ_OBJECT_ID WHERE @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 Example: 4/13/2015 -> 4/1/2015 Converts any date input to the first of the month. 8 Clarity Educational Community

9. Multi-Dimensional Portlet 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 RES JOIN PRASSIGNMENT A ON A.PRRESOURCEID = RES.ID JOIN PRJ_BLB_SLICES ACT ON A.PRID = ACT.PRJ_OBJECT_ID WHERE @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 9 Clarity Educational Community

10. Multi-Dimensional Portlet Creating Query Administration -> Queries Click New Enter Query Name and Query ID Click Save and Continue 10 Clarity Educational Community

11. Multi-Dimensional Portlet Creating Query Delete old and paste new query here Click Save and Continue 11 Clarity Educational Community

12. Multi-Dimensional Portlet Creating Query No need to change anything here Metric Y-Axis X-Axis 12 Clarity Educational Community

13. Multi-Dimensional Portlet Creating Portlet Click New Click Grid Portlet Administration -> Portlets Enter Portlet Name And Portlet ID Browse for Query Click Next 13 Clarity Educational Community

14. Multi-Dimensional Portlet Creating Portlet Don t change Click Next Click List Column Section And then Layout Click Finish and Open 14 Clarity Educational Community

15. Multi-Dimensional Portlet Creating Portlet Changes Click Save 15 Clarity Educational Community

16. Multi-Dimensional Portlet Creating Portlet Click List Column Section And then Fields Changes Click Save 16 Clarity Educational Community

17. Multi-Dimensional Portlet Creating Portlet Click Resource Properties button Uncheck Allow Word Wrapping in Column Click Save and Return 17 Clarity Educational Community

18. Multi-Dimensional Portlet Creating Portlet Add param_start_date And then param_finish_date Click List Filter Section And then Layout Remove Filter Change to Expanded Click Save 18 Clarity Educational Community

19. Multi-Dimensional Portlet Creating Portlet Click List Filter Section And then Fields Change Labels Click Save 19 Clarity Educational Community

20. Multi-Dimensional Portlet Creating Portlet Click Finish Date Properties button Select Rolling Date Set as End of Previous Month Make Required Click Save and Return 20 Clarity Educational Community

21. Multi-Dimensional Portlet Creating Portlet Click Start Date Properties button Select Rolling Date Set as Start of Current Year Make Required Click Save and Return 21 Clarity Educational Community

22. Multi-Dimensional Portlet Creating Portlet Add to a page, and view all of your hard work! 22 Clarity Educational Community

23. Hierarchical Portlet 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! 23 Clarity Educational Community

24. Hierarchical Portlet Syntax cont. Unions are quite commonly used not always the most efficient, but they are the easiest way Parent Query Union Child Query You can have more than one child query Don t have too many child queries Limit it to only a few child queries 24 Clarity Educational Community

25. Hierarchical Portlet Creating Parent Query Going to first bring in projects, and the current total actuals 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_CHILDREN FROM INV_INVESTMENTS INV WHERE INV.ODF_OBJECT_CODE = 'project' AND @WHERE:PARAM:USER_DEF:STRING:HG_ROW_ID@ IS NULL 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 25 Clarity Educational Community

26. Hierarchical Portlet Creating Child Query For the children we are going to bring in tasks and there corresponding actuals 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_CHILDREN FROM PRTASK TSK LEFT JOIN PRASSIGNMENT PRA ON PRA.PRTASKID = TSK.PRID WHERE TSK.PRPROJECTID = @WHERE:PARAM:USER_DEF:STRING:HG_ROW_ID@ GROUP BY TSK.PRID, TSK.PRNAME, TSK.PRSTART, TSK.PRFINISH Null because there aren t any children Parent is sending INV_INVESTMENTS.ID We are going to link it to each tasks PRPROJECTID Now it s only bringing back corresponding tasks for each project 26 Clarity Educational Community

27. Hierarchical Portlet How it works Project has children Project Tasks Used in second query, to find the projects corresponding tasks 27 Clarity Educational Community

28. Hierarchical Portlet Putting it all together 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@ 28 Clarity Educational Community

29. Hierarchical Portlet Creating Query Administration -> Queries Click New Enter Query Name and Query ID Click Save and Continue 29 Clarity Educational Community

30. Hierarchical Portlet Creating Query Delete old and paste new query here Click Save and Continue 30 Clarity Educational Community

31. Hierarchical Portlet Creating Query No need to change anything here 31 Clarity Educational Community

32. Hierarchical Portlet Creating Portlet Click New Click Grid Portlet Administration -> Portlets Enter Portlet Name And Portlet ID Browse for Query Click Next 32 Clarity Educational Community

33. Hierarchical Portlet Creating Portlet Click Finish and Open Click List Column Section And Layout 33 Clarity Educational Community

34. Hierarchical Portlet Creating Portlet Changes Click Save 34 Clarity Educational Community

35. Hierarchical Portlet Create Portlet Click List Column Section And Fields Rename the columns Click Save 35 Clarity Educational Community

36. Hierarchical Portlet Creating Portlet Add to a page, and view all of your hard work! 36 Clarity Educational Community

37. Questions 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. Phone 888.813.0444 Email info@regouniversity.com There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Website www.regouniversity.com Thank you for attending regoUniversity 2015! 37 Clarity Educational Community