Downloading Data to your Desktop using Web ADI

You can download data from Oracle HRMS to a spreadsheet or word processor using Web ADI, either from within a window in the HRMS application, or directly from a Web ADI page without accessing HRMS.

See: Data Download Using Web ADI

arrow icon   To download data to a document from an HRMS window:

  1. Navigate to the window from which you want to download the data, for example, the People window.

  2. Enter a query to return the records you want to download.

  3. Choose the Export Data icon on the toolbar. The Settings page of the Web ADI wizard appears.

    Caution: When moving between Web ADI pages, do not use your browser's Back or Forward buttons, as this causes information to be lost; instead, use the Back, Next and Cancel buttons displayed on the Web ADI page.

  4. Select the viewer you want to use to display the document. If you intend to edit the data and upload it again, select a spreadsheet viewer. If several different versions of a viewer are available, your system administrator can tell you which version is appropriate.

  5. Select the Reporting check box if you are downloading data for reporting or letter generation purposes. If you want to edit the data in the spreadsheet and upload it to the application again, leave this box blank. You cannot upload data if the Reporting check box is selected when you download the data.

    Note: You can only upload data using an integrator that has been set up to allow upload. Check with your system administrator to ensure that an appropriate integrator is available.

  6. If more than one integrator is available for the HRMS window from which you ran the query, the Integrator page appears. Select an integrator.

  7. If more than one layout is available, the Layout page appears. Select the appropriate layout.

  8. All other information is defaulted, and a Review page displays technical details of the document that will be created. Choose the Create Document button to continue.

  9. A spreadsheet or word processing document is created and displayed using the viewer you selected, and the data from the records you queried is added to the spreadsheet. Confirmation messages appear as the document is created.

    The data downloaded to the document depends on the query you entered in the window and the columns in your layout.

    Note: You may want to save the spreadsheet on your desktop at this stage, as otherwise the spreadsheet and the data it contains will be lost from your desktop when you close the spreadsheet (the data remains in the Oracle application).

arrow icon   To use integrators from the Web ADI self-service menu:

You can download application data to an existing spreadsheet, or download a spreadsheet layout.

Caution: To move within the application, use the application's Back, Next, and Cancel buttons only.

  1. Select Create Document from the Web ADI self-service menu. The Settings page of the Web ADI wizard appears.

  2. Select a viewer to display the document. If you want to upload data, then select a spreadsheet viewer. If several different versions of a viewer are available, ask your system administrator which version to use.

  3. If you want to upload data, deselect the Reporting check box.

    Note: You can only upload data using an integrator that allows uploads. Check with your system administrator to ensure that an appropriate integrator is available.

  4. In the Integrator page, select an integrator from the list.

  5. In the Layout page, select the appropriate layout.

  6. In the Content page, select None to create a spreadsheet layout only, if you are not downloading data from the database to the spreadsheet. Select the default content to download data from the database.

  7. In the Mapping page, to download data from a text file, select the location of the source text file and the delimiter type, and indicate the row at which to start transferring data. If your text file has header rows, start from row 2; otherwise, use row 1.

    The Mapping page also shows you the runtime restriction applicable for your integrator. You can enter appropriate values here to restrict your query.

  8. In the Review page, review the full details of the new document. Choose the Back button to change any of the information, or choose the Create Document button to continue.

  9. The new document displays in the selected viewer you selected. Confirmation messages appear during this process.

  10. Save the spreadsheet on your desktop.

    See: Uploading Data Using Web ADI