Before downloading, ensure that the Enabling BI Report Downloads step for this Integrator is completed. Without this step, the download will not work.
There are two ways to download Job Rate Schedule and Job Rates from Oracle using the Integrator. More information about downloading can be found here.
Job Rates Integrator supports child-level filters which will be explained further below.
Download via Form
When you select ‘Download via Form’ a download form will appear, where you can enter your download criteria. It's important to note that each field operates independently, meaning there is no interdependence between them. This design allows for flexibility in defining your search parameters.
There are two tabs on the Download Form:
· Job Rate Schedules: Search the values relating to the rate schedule.
· Job Rates (child-level filter): Only bring back values that meet the criteria on the form (e.g. only bring back rate schedules/s and rate/s for ‘Accountant’).
Once you've entered the desired values into the respective fields, click the 'Download' button to initiate the download process. The Integrator uses the AND operator, which ensures that only records meeting all the specified criteria are included in the downloaded data.
This approach ensures precise data retrieval by matching the combined conditions set in the form.
This is the result of using child-level filter ‘Job Rates’:
Only the rate schedules and rates belong to ‘Accountant’ are returned to the sheet.
Download via Sheet
Child-Level filters are also supported by Download via Sheet option. Note that query conditions on the sheet and in the Download form are treated as AND clauses rather than OR in the download query.
When the option to ‘Download via Sheet’ is selected, the Integrator will use the data entered in the columns that allow sheet values to be used as the download criteria to download data to the sheet. These columns are indicated by a white triangle above the column name.
