We can use images/logos/static-text/header/footer etc in an RTF Template which is attached to a BI Data Model and that gives a professional look to our reports. But you would be delighted that most of these features can be applied to an OTBI Analysis too.
Recently I was trying to build a Birthday Alerts Notification Mailer using OTBI and I did use a Logo and Static Text to give the email a pleasant look.
Lets see how I accomplished the same.
Creating the OTBI Analysis
I created a simple Analysis using “Workforce Management - Worker Assignment Real Time” Subject Area and chose the Worker Folder to fetch the data attributes required.
The data attribute details are as follows:
Attribute Name |
Data Source |
Person Number |
"Worker"."Person Number" |
Display Name |
"Worker"."Employee Display Name" |
BirthDay |
CONCAT(CONCAT(CAST(DAYOFMONTH("Worker"."Employee Date Of Birth") AS CHAR(2)),'-'), CASE CAST(MONTHNAME("Worker"."Employee Date Of Birth") AS CHAR) WHEN '01' THEN 'Jan' WHEN '02' THEN 'Feb' WHEN '03' THEN 'Mar' WHEN '04' THEN 'Apr' WHEN '05' THEN 'May' WHEN '06' THEN 'Jun' WHEN '07' THEN 'Jul' WHEN '08' THEN 'Aug' WHEN '09' THEN 'Sep' WHEN '10' THEN 'Oct' WHEN '11' THEN 'Nov' ELSE 'Dec' END ) |
Adding an Image
Next we need to ensure that we add a Image. For this we would need to click on the “Edit” option (Pencil Icon) on the title page and it would take us to the following screen
Notice that we have selected the Logo checkbox and then it gives an option of uploading an image. I already had an image saved into my local machine and I have uploaded the same here (Please ensure the file size is less than 50 KB). Once done we can save the analysis and revert to the layout section.
Adding Static Text
In order to add Static Text to an Analysis one would need to create a new View of “Static Text” type and add to the layout.The static text details are populated and the screen would appear as below:
Viewing the Analysis
Once both the Logo Image and the Static Text section has been added , we can save the analysis and try to open the same.The OTBI analysis appears as below:
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