How to Create Infolets in Oracle Fusion

Enter the sandbox

From the Sandboxes screen, locate a sandbox with the Page Composer tool and Site Context enabled. Example sandboxes include "GA Infolets Sandbox," "Infolets Sandbox," and "pennytest." Make sure the selected sandbox is publishable and has the required tools enabled.

Click the Enter Sandbox icon next to your chosen sandbox to begin editing.

Navigate to the infolet page

Go to the page where you want to add the new infolet. For example, the Analytics dashboard displays various infolets such as Close Calendar, Global Revenues, AR Reconciliation, AP Reconciliation, Travel Costs, Journals by Status, and Unallocated. Tabs at the top may include General Accounting Infolets, Source to Settle Infolets, Plan to Produce Infolets, and Order to Cash Infolets. Review the existing infolets to understand the layout and available information.

Select Edit Pages

On the infolet page, select Edit Pages to enable editing mode.

Open the infolet repository and create a new infolet

Click the Infolet Repository icon, typically found in the editing toolbar or menu. A dropdown appears listing available infolets and categories, such as AP Reconciliation, AR Reconciliation, Balance Sheet, Cash, Claims by Reason, Close Calendar, Debt, Global Revenues, IC Reconciliation, IC Transactions, Income, Journals, Margin YTD, Margins, Open Subledgers, Policy by Product, Travel Costs, and Turnover.

In the Infolet Repository, select the option to create a new infolet.

Configure the infolet views

Enter the infolet title (for example, "Balance"). Specify the front view dimensions by selecting from options such as 1x1, 2x1, 3x1, 1x2, 2x2, 3x2, 1x3, or 2x3. Enable the back view, which automatically inherits the same dimensions as the front view. Enable the expanded view if you need a larger display area.

Add content to the infolet

Once the infolet is created, locate it on the dashboard (for example, the "Balance" infolet with an Add Content button). Click Add Content to begin populating the infolet with data or visualizations.

Add a report to the infolet

To add content, navigate through the Reports and Analytics folder structure: BI Presentation Server > Shared Folders > continue navigating to the desired report. Select the desired report and add it to the infolet's front view.

Add a link to a detailed report

For more detailed information, add a link to the detailed report within the infolet. This allows users to access comprehensive data directly from the infolet.

Add content to the detailed report page

Navigate to the Reports and Analytics folder structure and select the desired report (for example, "Assets by Categories and Projects"). Add the report to the detailed report page, then click Done when finished.

Return to the infolet for additional content

Navigate back to your infolet on the dashboard. Follow the same steps as before to locate and add another report to the infolet's back view.

Add a report to the expanded view

Select the expanded view option for your infolet. Navigate to the Reports and Analytics folder, then select and add the appropriate report to the expanded view.

Review the completed infolet

Confirm that all required views—front, back, and expanded—have the correct reports and visualizations, and that the infolet displays all necessary data and links.

Close the infolet editing session

Click Close in the editing toolbar to exit the infolet configuration mode.

Preview the infolet

Preview the infolet to verify its appearance and functionality. Drill down to the detailed report to confirm the link works, and review the back and expanded views for accuracy.

Finalize and publish the sandbox

Navigate to the Sandbox Details page and click Publish to make your new infolet available to all users. Confirm the publish action when prompted.

Verify the infolet is available

Return to the dashboard and confirm that your new infolet is visible and accessible to users.