cloud oracle financials · 2020. 9. 24. · oracle financials cloud administering analytics and...

Oracle FinancialsCloud

Administering Analytics andReports for Financials

20D

Oracle Financials CloudAdministering Analytics and Reports for Financials

20DPart Number F34517-01Copyright © 2011, 2020, Oracle and/or its affiliates.

Authors: Sanjay Mall, Kathryn Wohnoutka

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Contents

Preface i

1 Overview 1Analyses and Reports: Administrative Overview .................................................................................................................... 1

Tools for Administering Analyses and Reports ....................................................................................................................... 1

Business Intelligence Catalog ..................................................................................................................................................... 1

Set Up Financial Reporting Center and Smart View ............................................................................................................. 3

Mapping to Work Areas .............................................................................................................................................................. 6

Configuring Business Intelligence Publisher ........................................................................................................................... 7

Configure the Email Addresses and Allowed Email Domains for Notifications ............................................................. 12

2 Flexfields 13Overview of Flexfield Use in Analyses .................................................................................................................................... 13

Configuring Key Flexfields for Transactional Business Intelligence ................................................................................. 13

Configuring Descriptive Flexfields for Transactional Business Intelligence ................................................................... 18

Configuring Extensible Flexfields for Transactional Business Intelligence ..................................................................... 19

Importing Changes to Flexfields Automatically .................................................................................................................... 21

Disabling Flexfields as BI-Enabled .......................................................................................................................................... 23

Dimensions Supported by Descriptive Flexfields ................................................................................................................ 24

3 Analytics and Reports Management 61Managing Folders ........................................................................................................................................................................ 61

Scheduling Analytics and Reports .......................................................................................................................................... 70

4 Maintenance and Migration 75How to Manage Financial Reporting Studio Versions ........................................................................................................ 75

How to Tune Performance for Analytics and Reports ........................................................................................................ 78

Review SQL Statements Used in Analyses ........................................................................................................................... 78

Archive and Move Analytics ..................................................................................................................................................... 79

FAQs .............................................................................................................................................................................................. 80


Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Using Oracle Applications

HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to find guides and videos.

Watch: This video tutorial shows you how to find and use help.

You can also read about it instead.

Additional Resources

• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partnercommunity, and other users.

• Training: Take courses on Oracle Cloud from Oracle University.

ConventionsThe following table explains the text conventions used in this guide.

Convention Meaning

boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.

monospace Monospace type indicates file, folder, and directory names, code examples, commands, and URLs.

> Greater than symbol separates elements in a navigation path.

https://docs.oracle.com/en/cloud/saas/applications-help/

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https://appsconnect.custhelp.com/

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Preface

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Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

Contacting Oracle

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Chapter 1Overview

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1 Overview

Analyses and Reports: Administrative OverviewAnalyses and reports in Oracle Applications Cloud are built using Oracle Business Intelligence (BI) tools andtechnologies, which you also use for administration and setup. Oracle Business Intelligence provides several tools and avariety of report types to meet different reporting requirements.

Oracle Transactional Business Intelligence is a real-time, self-service solution that lets users create ad hoc analyses andreports with real-time transactional data, using different Oracle BI technologies.

• Analyses are visualizations, such as charts and tables, of a specific set of data. An analysis can be embeddedinto an application page, or included as a component of a dashboard. Analyses are generally interactive,allowing users to configure the presentation of the data in real time.

• Dashboards are a collection of analyses grouped together to return data.

Operational reports are static reports that meet operational and statutory reporting requirements. Operational reportingincludes the generation of high-volume business documents such as payroll and invoices. Oracle Business IntelligencePublisher is the tool for operational reporting, and many predefined reports may be provided with your applications.

Tools for Administering Analyses and ReportsYou can use several different tools to manage and administer your analytics. Analytics can be reports or analyses,depending on how you intend to display and distribute them.

These components support modification and administration of your analyses and reports:

• Use the Business Intelligence catalog to interact directly with your reports and analyses. Use this interface tomanage permissions, properties, and the organization of your analyses and reports.

• Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to therunning and scheduling of operational reports, such as setting up your delivery servers, managing schedulerwork load, and setting run-time properties for reports.

Business Intelligence CatalogThere are two major work areas for analytics administration. The main interface is where your users view the analyticsadministrators set up in user work areas and on the infolet pages. The second area is the business intelligence catalog.Reports, analyses, dashboards, and other business intelligence (BI) objects are stored and administered in the businessintelligence catalog. BI is where you build and edit analytics for your user work areas. You can toggle back and forthbetween the two areas.


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Navigate to the Catalog1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area, click the Browse Catalog button.

Objects in the CatalogThe catalog stores the BI objects in a folder structure of individual files, organized by product family.

BI objects and reports are organized in the following folder hierarchy:

• Shared Folders (parent)

• Product family (example: Financials)

• Product (example: Payables)

• Report groups (example: Invoices)

• Dashboard reports

• Data Models

• Report Components

• BI Publisher reports

• Prompts

The following table describes the common BI objects that you find in the catalog:

Catalog Object Description Location

Analysis

Analyses are used for infolets, the Salespages, and on object pages such asOpportunities.

Analytics library

Dashboard

Dashboards organize analytical contentand catalog objects, and present them in ameaningful way.

Reporting group folder

Dashboard Prompt

Dashboard prompts allow users to filterdashboard content using provided values.

Prompts folder

Filter

Filters are used in dashboards andanalyses.

Prompts folder

Report

Reports are operational reports inprintable format created in BusinessIntelligence Publisher.

Analytics library


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Catalog Object Description Location

Data Model

Data models are used by reports createdin Business Intelligence Publisher.

Data Models folder

Sub-template

Sub-templates are used by reports createdin Business Intelligence Publisher.

Reporting group folder

Set Up Financial Reporting Center and Smart ViewOracle Fusion Financial Reporting Center is a powerful tool for reviewing, designing, and presenting financial reportsand analytic data. The critical choices required to configure and install the components in Financial Reporting Centerconsist of:

• Configuring the Financial Reporting Center

• Installing and configuring Financial Reporting Studio, performed by your end users

• Installing Smart View, performed by your end users

• Configuring Workspace Database Connection, performed by your administrator

Configuring Financial Reporting CenterYou have access to the reports in the Financial Reporting Center and Workspace installed with Oracle Fusion FinancialApplications. Your Oracle Fusion Business Intelligence (BI) administrator defines the folder structure in Workspace. Theadministrator considers your company's security requirements for folders and reports, as well as report distributionrequirements for financial reporting batches.

• Security can be set on folders and reports from Workspace.

• You are granted access to the folders and reports you want to view by your BI administrator.

Installing and Configuring Financial Reporting StudioOracle Financial Reporting Studio is client-based software. If you open Oracle Fusion Applications from Oracle Cloud,you connect to the Financial Reporting Studio through a Windows Remote Desktop Connection. Report authorsdownload installation files for Financial Reporting Studio from Workspace by clicking Navigator > Financial ReportingCenter > Tasks panel drawer > Open Workspace for Financial Reporting. Once Workspace is started, click Tools >Install > Financial Reporting Studio. After performing the prerequisites and completing the installation, start theFinancial Reporting Studio. Provide your user ID, password, and the Server URL. Derive the Server URL information byfollowing the steps:

1. Open Navigator > Financial Reporting Center > Tasks panel drawer > Open Workspace for FinancialReporting.

2. Edit the Workspace URL and remove workspace/index.jsp.3. Following are two examples of Server URLs:

◦ If the Workspace URL is https://fusionsystemtest-p-external-bi.visioncorporation.com/workspace/index.jsp, the Server URL is https://fusionsystemtest-p-external-bi.visioncorporation.com.


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◦ If the Workspace URL is https://fusionsystemtest-p-external-bi.visioncorporation.com:10622/workspace/index.jsp, the Server URL is https://fusionsystemtest-p-external-bi.visioncorporation.com:10622.

4. Copy the modified URL to the Server URL field.

Note: For end users installing the Oracle Fusion Financials Reporting Studio, the installer starts a separate consolewindow. The installer continues to run for a brief time after the installation completes the setup tasks. The processis normal, expected, and applies to Oracle Reporting Studio installations in both the Oracle Fusion Applications andEnterprise Performance Manager modes. Wait for the console window to close, which happens automatically, beforeclicking the Finish button on the Financial Reporting Studio Installation dialog box. If you click the Finish buttonbefore the console window closes, the Financial Reporting Studio installation may not complete.

Note: You must save a new report before attempting to preview it with Web Preview.

Prerequisites needed for installing the Financial Reporting Studio are:

1. Financial Reporting Studio Client Certifications that are found at: http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms-085957.html.

2. Microsoft Office installed on your users' computers.

Installing Smart ViewSmart View is an Excel add-in that must be loaded on each client. To download Smart View, click Navigator > FinancialReporting Center > Tasks panel drawer > Open Workspace for Financial Reports. Once the workspace is started,click Tools > Install > Smart View.

Note: Since Smart View is an add-in to Microsoft Office products, you can install Smart View only on a Windowsoperating system.

Once Smart View is installed, you must configure the connection using the Smart View Shared Connections URL. Youcan derive the Shared Connections URL by following these steps:

1. From the Financial Reporting Center task panel, select Open Workspace for Financial Reporting.2. Edit the workspace URL by removing index.jsp and adding SmartViewProviders at the end.

Note: The following URL is an example for a Cloud-based environment. If the workspace URL ishttps://efops-rel5st4-cdrm-external-bi.visioncorporation.com:10622/workspace/index.jsp, theShared Connections URL is https://efops-rel5st4-cdrm-external-bi.visioncorporation.com:10622/workspace/SmartViewProviders.

3. Copy the URL.4. Open Excel.5. From the Smart View menu, click Options > Advanced.6. Paste the URL in the Shared Connections URL field.7. Click OK.

To connect Oracle Fusion General Ledger Balances cubes in Smart View:

1. Open Smart View from your Start menu > Programs > Microsoft Office > Microsoft Excel 2007.2. Navigate to the Smart View menu > Open. On the Start on the ribbon, click Smart View Panel that appears in

the list of values from the ribbon. The task pane opens.3. Click Shared Connections on the task pane.4. Sign in with your user name and password.5. Click the Select Server to proceed list of values.


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Note: If the Essbase Server is not there, then it has to be added. Use the following steps:a. Click the Add Essbase Server link.b. Specify the Essbase Server login and password.c. Expand the Essbase server and locate the cube in it.

6. Select Oracle Essbase from the list of shared connections.7. Click the Expand to expand the list of cubes.8. Expand your cube (name of your chart of accounts).9. Click db.

10. Click the analysis link.

Note: You must perform these steps only once for a new server and database.

To set how the name and alias of the Essbase database appears:

1. Click Options on the ribbon > select the Member Options > select Member Name Display.2. Set one of these three options:

◦ Distinct Member Name. Only shows the full Essbase distinct path.

◦ Member Name and Alias: Shows both the member name and the alias.

◦ Member Name Only. Shows only the member name.

Note: The Smart Slice feature is not supported in Oracle Fusion General Ledger. For all other documentation, refer tothe Oracle Smart View for Office User's Guide.

Configuring Workspace Database ConnectionsAdministrators must create database connections from Workspace so users can access the cubes from Workspace andFinancial Reporting Studio.

Note: Ledger setup has to be completed before the database connection can be created. Oracle Fusion GeneralLedger balances cubes are created as part of ledger setup. A separate cube is created for each combination of chart ofaccounts and accounting calendar. A database connection is needed for each cube.

Steps to define a database connection are:

1. Start at the Navigator by selecting Financial Reporting Center.2. From the Financial Reporting Center task panel, select Open Workspace for Financial Reporting.3. From within Workspace select the Navigator menu > Applications >BI Catalog.4. Select Tools menu > Database Connection Manager.5. Select New button.6. Enter a user-friendly name for the Database Connection Name.7. Enter Essbase as the Type, your server, user name, and password.8. Select Application (cube) and Database from the list of values. Expand the Application name to see the

related Database.9. Click the OK button twice to save your selections.

10. Click Close button in the Database Connection Manager window to save your connection.

Note: The database connection is available in both Workspace and Financial Reporting Studio. Optionally, it can beset up in Financial Reporting Studio when putting grids on a report. This should only be done by an administrator.


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For more detailed information about Smart View and Financial Reporting Studio, refer to the Using EPM withOracle Financials Cloud link on the Books for Oracle Financials Cloud page of the Oracle Help Center at https://docs.oracle.com.

Mapping to Work Areas

Set Up the Reports and Analytics Panel TabYou can find the Reports and Analytics panel tab in many work areas, and the analytics and reports you see in it dependon the work area. You can define what's available for a specific work area, by mapping reports from the businessintelligence (BI) catalog to that work area. In this mapping context, reports refer to both analytics and reports. Yourchanges apply to all users who have access to the work area you're mapping.

Mapping Reports from Your Work AreaTo map reports to the work area that you're in:

1. Expand the Reports and Analytics panel tab.2. Click the Edit Settings icon in the panel tab.

You see all the reports that are currently mapped to your work area.3. Click Select and Add.4. Find the report in the catalog and select it.5. Click OK.6. To remove any mapping, select the report and click Remove.7. Save your work.

Mapping Reports to Any Work AreaTo map reports to any work area that you have access to:

1. In the Setup and Maintenance work area use the Map Reports to Work Areas task.2. Select the application of the work area you want to map to.3. Select the work area.4. Click Search and see all the reports that are currently mapped to that work area.5. Click Select and Add.6. Find the report in the catalog and select it.7. Click OK.8. To remove any mapping, select the report and click Remove.

Tip: Click Synchronize to remove all mappings to any reports that are no longer in the catalog. Yousynchronize all work areas, not just the one you're mapping.

9. Save your work.

Related Topics

• Set Up Reports for Scheduling


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Why can't I see reports when mapping reports to work areas forthe Reports and Analytics panel tab?Either no reports are currently mapped to the work area you select on the Map Reports to Work Areas page, or you don'thave access to the reports that are mapped.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask youradministrator to either:

• Assign you roles that have access to the reports you want to map to work areas.

• Grant the Reports and Analytics Region Administration Duty to someone who already has access to thosereports.

Why can't I see reports when I edit settings for the Reports andAnalytics panel tab?In the Edit Settings window, you might not see a currently mapped report because you don't have access to it.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask youradministrator to either:

• Assign you roles that have access to the reports you want to map to work areas.

• Grant the Reports and Analytics Region Administration Duty to someone who already has access to thosereports.

Configuring Business Intelligence Publisher

Overview of Report Delivery Servers ManagementOracle Business Intelligence Publisher, the report generation and delivery engine, requires configuration and tuning todeliver reports to users.

Report requests are received by Publisher from:

• Oracle Enterprise Scheduler

• The Reports and Analytics work area and panel tab

• Application pages

Requests submitted through Oracle Enterprise Scheduler are processed by the Oracle BI Publisher scheduler. Requestssubmitted through the Reports and Analytics work area or panel tab can be either real-time online requests orscheduled requests. Requests submitted through an application may call Oracle Enterprise Scheduler or may returnreport request results directly back to the application page.


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Oracle BI Publisher is configured to accept requests from Oracle Applications Cloud. However, before you can deliverreport documents to their destinations, you must define the delivery servers in Oracle BI Publisher. Use the Oracle BIPublisher Administration page to define your delivery servers.

Once delivery servers are defined, you can further configure the number of report processor and delivery threads tobest handle your processing and delivery requirements. In addition, you can configure report properties for the deliveryservers or at the report level to tune performance of your reports. To diagnose report processing issues, BI Publisherprovides a set of scheduler diagnostics.

Navigate to the BI Publisher Administration PageYou use the Oracle BI Publisher Administration Page to perform most tasks related to report delivery and performance.

Use the Oracle BI Publisher Administration page to:

• Configure delivery servers

• Manage report and delivery processors

• View scheduler diagnostics

• Set system properties and report runtime configuration properties

Request the Oracle Applications Cloud security administrator to assign the BI Platform Administrator duty role (BI stripe)to the person responsible for administering BI analyses, dashboards, and BI Publisher reports. Administration tasksinclude security permissions for objects, organizing objects into folders, accessing log files, and several other tasks.

Navigating to the Administration PageTo navigate to the Oracle BI Publisher Administration page:

1. Click Tools > Reports and Analytics in the Navigator.2. In the Reports and Analytics work area, click Browse Catalog.3. In the Catalog page, click Administration, then click Manage BI Publisher.

Configure Report Delivery ServersSet up the report delivery servers to support printing.

Configuring ServersTo configure delivery servers:

1. From the BI Publisher Administration page, click Delivery Configuration.2. Enter values in the Delivery Configuration Options tab to set general properties for email deliveries and

notifications.3. To configure a delivery server, click the appropriate tab. You can also configure role-based access to delivery

servers.


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Overview of Report and Delivery ProcessorsWhen Oracle Enterprise Scheduler initiates a job, it is picked up by the BI Publisher scheduler queue.

• Job Processor: Listens for requests from the scheduler queue. When the job information is received, thejob processor executes the data model (and splits the data for bursting jobs), stores the data in the sharedtemporary folder, and sends the report metadata to the report queue.

• Report Processor: Listens for requests from the report queue. When the report information is received, thereport processor generates the report documents, stores it in the shared temporary folder and puts the deliveryinformation in the delivery queue.

• Delivery Processor: Listens to the delivery queue and handles the delivery of reports for its channel. Thedelivery processors are:

◦ Email Processor

◦ File Processor

◦ FTP Processor

◦ Print Processor

◦ WebDAV Processor

◦ Fax Processor

Manage Report Processing and Delivery Server LoadManage the processors in the BI Publisher Scheduler Configuration page.

Managing Processing and Server LoadBy default, each processor is enabled and the thread count for each is set to five. For each managed server that isrunning in the BI cluster, a table for that instance's processors is displayed. Use the table to enable or disable processorsfor the instance and configure the thread counts.

To configure processor threads:

1. From the BI Publisher Administration page, click Scheduler Configuration.2. In the Cluster Instances region of the Scheduler Configuration page, enter the Number Threads value in the

processor configuration table.3. All processors are automatically set to use the number of threads defined in the Threads Per JMS Processor

value of the JMS Configuration region of the page. Enter a value in the Number Threads column to change thevalue from this default.

After performing the scale-out procedure, configure the processor threads for each cluster instance using the samesteps.


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Diagnose Report Processing IssuesThe Scheduler Diagnostics page provides the runtime status of the scheduler. Among others, it provides status of itsJMS configuration, JMS queues, cluster instances, scheduler Database, and Oracle Enterprise Scheduler.

Diagnosing IssuesTo access the Scheduler Diagnostics page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.2. In the System Maintenance group, click Scheduler Diagnostics.

Configure System Properties for ReportsUse the Oracle BI Publisher Runtime Configuration page to set the system-level runtime properties for reports.

Configure Reporting PropertiesTo access the Runtime Configuration page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.2. In the Runtime Configuration group, click Properties.

FTP and SFTP Delivery Retry PropertyBy default, if FTP or SFTP delivery fails, another attempt is made to deliver the file to the failed destination 10 secondslater. When you set the Enable FTP/SFTP delivery retry property to False, no retry attempt is made. This setting affectsall of the FTP and SFTP delivery requests, and can't be configured for individual servers.

XPT Template PropertiesConfigure XPT templates by setting the properties described in the table.

Property Name Description Default

XPT Scalable Mode

When you set this property to true,scheduled reports that use the XPTtemplate and include a large amount ofdata run without memory issues. The first100,000 rows of data in the report arestored in memory and the remaining rowsare stored in the file system. For reports that contain smaller amountof data, you can set this property to false.So, scheduled reports that use the XPTtemplate are processed in-memory.

true

Enable Asynchronous Mode for InteractiveOutput

When you set this property to true,interactive reports that use the XPT

true


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Property Name Description Default

template make asynchronous calls toOracle WebLogic Server. When you set this property to false,interactive reports that use the XPTtemplate make synchronous calls to OracleWebLogic Server. Oracle WebLogic Serverlimits the number of synchronous calls.Any calls that are stuck expire in 600seconds.

Upload and Apply PGP Keys for PGP Encryption for FTP DeliveryTo secure report delivery through the FTP/SFTP channel, you can encrypt the report using PGP Encryption.

Upload PGP KeysYou upload, test, and delete PGP keys in the BI Publisher Administration page.

To upload PGP keys:

1. Navigate to the BI Publisher Administration page.2. In the Security Center section, click the PGP Keys link to open the PGP Keys page.3. In the PGP Keys section, click Browse and select the PGP key file in the Open dialog box.4. Click OK.5. Click Upload. After the file is uploaded, it is imported into the keystore and its details are visible in the PGP Keys

table. If a key with the same ID is imported again, the file is overwritten.6. Click the Download icon of the key in the Encrypted Test Output column of the PGP Keys table to download and

decrypt a test output file using the secret key of the imported public key. Successful decryption confirms theencryption is working for your keys.

Delete a PGP KeyTo delete an imported public key, click the Delete icon.

Apply PGP Encryption to FTP Delivery ChannelTo create an FTP channel:

1. Navigate to the BI Publisher Administration page.2. In the Delivery section, click the FTP link to open the FTP page.3. Add a new FTP Server, using the user name and the password and private key password set when you created

the PGP key. The Filter Command field is read-only and is updated automatically when you select a PGP key.4. Click Test Connection.5. Select the PGP Key ID of the key you uploaded from the list.6. If you want PGP encrypted output in ASCII armored format on the destination FTP server, select the ASCII

Armored Output check box. The Filter Command is updated with a -a option.7. Select the true check box for Sign Output to sign the encrypted document. If you select this check box, a -s

parameter is added to the existing filter command.8. Test the connection again. The FTP delivery channel can now be used in a scheduled job.


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Related Topics

• Download Armored PGP Public Key Files

Configure the Email Addresses and Allowed EmailDomains for NotificationsUse the Delivery Configuration tab to set e-mail addresses and restrict email delivery to allowed email domains forreport deliveries and notifications from BI Publisher.

1. Navigate to the BI Publisher administration page.2. In the Delivery section, click the Delivery Configuration link to open the Delivery page.3. In the Delivery Configuration tab, enter the email addresses in the Email From Address and Delivery Notification

Email From Address fields.4. Enter the email subject text in the following fields:

◦ Success Notification Subject

◦ Warning Notification Subject

◦ Failure Notification Subject

◦ Skipped Notification Subject

5. Enter the domains, separated by a comma, you want to allow email to in the Email Domain Whitelist field. Thedefault, *, allows all domains.

6. Click Apply.

http://www.oracle.com/pls/topic/lookup?ctx=fa20d&id=7ACCC01E35660951E053A398F70ACB58


Chapter 2Flexfields

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2 Flexfields

Overview of Flexfield Use in AnalysesFlexfields are extensible sets of placeholder fields associated with business objects which can be placed on applicationpages. You can use flexfields to extend business objects and meet your data management requirements withoutchanging the data model or performing any database programming. To include flexfields you have used for extensionfor use in analyses, you must enable them for business intelligence.

Extension of analyses using flexfields is available for Oracle Enterprise Resource Planning Cloud and Oracle HumanCapital Management Cloud.

Flexfield TypesThe following types of flexfields are available and provide a means to modify application features without programming:

• Descriptive

• Extensible

• Key

Depending on the flexfield type, business intelligence enablement is performed differently and has differentrequirements. Once they are enabled for business intelligence, you can import any changes made to flexfieldsautomatically using an import scheduled process.

Configuring Key Flexfields for Transactional BusinessIntelligence

Enable Key Flexfields for Business Intelligence ReportingTo include flexfields in your analyses, you must enable them for Business Intelligence. Extensibility of analysis usingflexfields is used for Enterprise Resource Planning and Human Capital Management. For Customer RelationshipManagement, the Extensibility Framework supports this.

To designate key flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. On the Manage Key Flexfields page, enter your search value in Key Flexfield Code.3. Click Manage Structure Instances.4. Enter your search value in Structure Instance Code.5. Click Edit to display the Edit Key Flexfield Structure Instance dialog box.6. Select the BI Enabled option, then click OK.7. For each flexfield segment instance, repeat steps 5 through 6.8. Click Save.


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9. Populate the BI Object Name for each of the segment labels:

a. Query the Key Flexfield Code in the Manage Key Flexfields window.b. From the Actions menu, select Manage Segment Labels.c. Populate the BI Object Name for each segment label to be mapped. The BI Object Name for the following

qualified segment labels should not be modified:

Segment Label Code BI Object Name

FA_COST_CTR

Dim - Cost Center

GL_BALANCING

Dim - Balancing Segment

GL_ACCOUNT

Dim - Natural Account Segment

Before you deploy a flexfield, you must access the Chart of Accounts Instance and assign the newlycreated segment label to the appropriate segment in the Chart of Accounts.

d. Click Deploy Flexfield.e. Click Save and Close.

Related Topics

• Considerations for Enabling Key Flexfield Segments for Business Intelligence

• Update Existing Setup Data

Supported Financials Key Flexfields: OverviewThe following table lists key flexfields that are used to store internally defined codes unique to a particular business,specifying part numbers, general ledger accounts, and other business entities.

Product Area Key Flexfield Dimension

Fixed Assets

Category (CAT#)

Dim - Asset Category

Fixed Assets

Location (LOC#)

Dim - Asset Location

General Ledger

Accounting (GL#)

Dim - Balancing Segment Dim - Cost Center Dim - Natural Account

Budgetary Control

Budgeting (XCC)

Dim - XCC Segment

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Map Non-Qualified Segments to BI ObjectsTo map non-qualified segments that must be mapped and used in analysis, create a new label and associate a BI objectwith the label. Associate this new segment label with the segment code.

To map non-qualified segments to BI objects:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. On the Manage Key Flexfields page, search for the appropriate key flexfield code.3. From the Actions menu, select Manage Segment Labels.4. Click the Add Row icon.5. Enter the details for the Segment Label Code, including name, description, and BI Object name. Enter the BI

object names carefully and note whether there is a space between Segment and the number.

This table provides examples of Key Flexfields and associated BI object names.

Key Flexfield BI Object Name

Accounting (GL)

Dim - GL Segment1 through Dim - GL Segment10

Budgetary Control (XCC)

Dim - XCC Segment1 through Dim - XCC Segment10

Revenue Management (VRM)

Dim - VRM Segment 1 through Dim - VRM Segment 10

6. Complete the mapping by assigning unique segment labels to the key flexfields.

Set Up the GL Accounting FlexfieldsThis topic describes the workflow for setting up Accounting key flexfields, but these steps also apply for other keyflexfields.

• Understanding Accounting Key Flexfields

• Identifying Accounting Key Flexfields

• Assigning Unique Segment Labels

• Performing Column Flattening

• Designating GL Accounting Segment Instances as BI-Enabled

• Deploying Accounting Key Flexfields

Understanding Accounting Key FlexfieldsThe Accounting Key Flexfield is used to identify GL accounts.

A chart of accounts segment is a component of the accounting key flexfield. Each segment has a value set attachedto it to provide formatting and validation of the set of values used with that segment. The combination of segmentscreates the account combination used for recording and analyzing financial transactions. You must set up your Chart ofAccounts (COA) as part of implementing Oracle Applications Cloud.


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Examples of segments that may be found in a chart of accounts structure include Company, Cost Center, Department,Division, Region, Account, Product, Program, and Location.

The Natural Account segment of the General Ledger Accounting Key Flexfield defines the account used in the accountcombination to record transactions.

The logical segment dimensions in the Oracle BI metadata are Dim - Cost Center, Dim - Balancing Segment, Dim -Natural Account Segment and all Dim - GL Segmentndimensions. These dimension tables are populated from a Treevalue object or from a Value Set value object. Which value is used depends on whether a tree was associated with thesegment in the Oracle Applications Cloud setup:

• For each segment associated with trees, two value objects are generated (Tree and TreeCode) with the followingnaming structure:

FscmTopModelAM.AccountBIAM.FLEX_TREE_VS_segmentlabel_VI &

FscmTopModelAM.AccountBIAM.FLEX_TREECODE_VS_segmentlabel_VI

• For each segment without trees, one view object is generated with the following naming structure:

FscmTopModelAM.AccountBIAM.FLEX_VS_ XXX_VI

In addition to the segment dimension tables, the BI Extension process also extends Flex BI Flattened VO;FscmTopModelAM.AccountBIAM.FLEX_BI_Account_VI. This view object has a pair of columns for each segment;segmentlabel_ and segmentlabel_c.

For example, for your Cost Center segment which has the segment label FA_COST_CTR, there are two columns in thisview object, named FA_COST_CTR_ and FA_COST_CTR_c.

Identifying Accounting Key Flexfield SegmentsIdentify and map segments of the chart of accounts.

For each Chart of Accounts (Accounting Key Flexfield) used to analyze Transactional Business Intelligence facts, identifythe segments of the chart of accounts. Map them to the Transactional Business Intelligence GL Accounting Segmentlogical dimensions.

Accounting Key Flexfield Segment Segment Label Transactional Business Intelligence GLAccounting Segment Logical Dimension

Balancing

GL_BALANCING

Dim - Balancing Segment

Natural Account

GL_ACCOUNT

Dim - Natural Account Segment

Cost Center

FA_COST_CTR

Dim - Cost Center

Other segments to be equalized across thecharts of accounts

Other unique segment label

Dim - GL Segment n where n is an integerfrom 1 to 10


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Assigning Unique Segment LabelsYou must assign a unique segment label to the charts of accounts segments that are the balancing segments or thenatural account segments. The segments must be also used for specific purposes.

For example, assign the Primary Balancing segment label to the segment used for your company or legal entities. Thatlabel provides a correct recording of intercompany transactions and company analysis. You can assign other segmentlabels when required.

To assign unique segment labels to charts of accounts segments:

1. In the Setup and Maintenance work area, go to the Manage Charts of Accounts task and then navigate to theManage Chart of Accounts page.

2. In the Search section, enter the GL# for the Key Flexfield Code and click the Search button.3. In the Search Results section, select Accounting Flexfield and click the Manage Structures button to navigate

to Manage Key Flexfield Structures.4. In the Search section, enter the chart of accounts code or the name for Structure Code or Name and click the

Search button.5. In the Search Results section, select the chart of accounts and click Edit to navigate to the Edit Key Flexfield

Structure window6. Select the Enabled check box to code-enable the Structure code.7. In the Segments section, select the applicable segments and click Edit to navigate to the Edit Key Flexfield

Segment window.8. Select the Enabled check box to enable the segments.9. In the Segment Labels section, select the unique segment labels to equalize the segments across the charts of

accounts. Click theshuttle to move the segments to the selected list.10. Click Save and Close to return to the Edit Key Flexfield Structure window.11. Click Done to return to the Manage Key Flexfields window.

Performing Column FlatteningColumn flattening of trees is required in order for OTBI hierarchy analyses to be populated with correct data.

To flatten columns for account hierarchies:

1. In the Setup and Maintenance work area, go to the Manage Trees and Tree Versions task and navigate to theManage Trees and Tree Versions window.

2. In the Search section, enter GL_ACCT_FLEX for the Tree Structure Code and the involved tree code or name,and click Search.

3. In the Search Results section, select the tree version you want to flatten. If the status of the Tree Version isDraft, to make the Tree Version active, select Actions, then Status, and then Active.

4. (Optional): After the tree version is specified, perform an audit on the Tree Version to ensure its integrity beforelaunching the flattening job. Select Actions and then Audit. See the section on working with Trees in theDeveloper's Guide.

5. Choose Column Flattening from the Actions menu.6. Click the Online Flattening button to launch the flattening job immediately. Or, click the Schedule Flattening

button to schedule the flattening job according to your requirements.

Designating GL Accounting Segment Instances as BI-EnabledSpecify the applicable chart of accounts segment instances that are BI-enabled to make them available for use inTransactional Business Intelligence.


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To specify the chart of accounts segment instances as BI-enabled:

1. In the Search Results section of the Manage Key Flexfields window, select Accounting Flexfield and click theManage Structure Instances button to navigate to the Manage Key Flexfield Structure Instances window.

2. In the Search section, select the chart of accounts for Structure Name and click the Search button.3. In the Search Results section, select the structure instance and click Edit to navigate to the Edit Key Flexfield

Structure Instance window.4. Check the Enabled check box to code-enable the structure instance.5. In the Segment Instances section, select the segment instances and click Edit to update. Each of the segment

instances must be selected individually.6. Select the Business Intelligence enabled check box in the Edit Key Flexfield Segment pop-up window and click

OK to return to Edit Key Flexfield Structure Instance window.7. After you have enabled all applicable segment instances for Business Intelligence, click Save and Close to save

the changes and return to the Edit Key Flexfield Structure Instance window.8. Repeat steps 2 - 6 for each chart of accounts to enable all the applicable segment instances for Business

Intelligence.9. Click Done to return to the Manage Key Flexfields window.

10. After you have configured all the charts of accounts, click the Deploy Flexfield button to deploy theAccounting Flexfield and make the latest definition available for use.

Deploying Accounting Key FlexfieldsAfter you have set up accounting key flexfields, you must deploy them.

Accounting key flexfields have one of the following deployment statuses:

• Edited: The flexfield definition has not been deployed or changes have been made to the structure, thestructure instances, or the value sets.

• Patched: The flexfield definition has been modified through an update, but the flexfield has not yet beendeployed so the updated definition is not reflected.

• Deployed to Sandbox: The flexfield is deployed and available in a flexfield-enabled sandbox.

• Deployed: The flexfield definition is deployed and available to end users.

• Error: The deployment attempt failed.

To deploy accounting key flexfields:

1. In the Setup and Maintenance work area, go to the Manage Chart of Accounts task.2. Click Search.3. Locate the Deployment Status column.4. Click the icon.5. Select Edited.6. Click Deploy Flexfield.7. Monitor the Deployment Status and when it reaches 100% click OK.8. Verify that a check mark displays in the Deployment Status column.9. Click Done.

Configuring Descriptive Flexfields for TransactionalBusiness Intelligence


Chapter 2Flexfields

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Overview of Transactional Business Intelligence Configuration ofDescriptive FlexfieldsConfigure descriptive flexfields to track unique information not typically found on business forms.

Descriptive flexfields can store several important details on a form without cluttering it. For example, several details maymake an asset form heavy and unmanageable. However, the user still needs to access those details and therefore, theymust be present on the form. In such cases, descriptive flexfields are convenient to use and are easy to manage.

Descriptive flexfields provide a way for you to add attributes to entities and to define validation and display propertiesfor them. A descriptive flexfield is a logical grouping of attributes (segments) that are mapped to a set of extensioncolumns which are shipped as part of Oracle Applications Cloud tables.

Configure Descriptive Flexfield SegmentsIf a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments forOracle Business Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for BusinessIntelligence.

Configuring a Descriptive Flexfield SegmentIf a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments forOracle Business Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for BusinessIntelligence.

To configure available descriptive flexfield segments:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. If the BI Enabled option is cleared, select it.3. Select the options for deployment of the descriptive flexfields.

Set Descriptive Flexfields as BI-EnabledIf a descriptive flexfield is already defined, you can enable it for use in Business Intelligence reports. Not all descriptiveflexfields are supported for Business Intelligence.

Setting a Flexfield as BI-Enabled1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. Navigate to the Edit Descriptive Flexfields window.3. Enter the descriptive flexfield name.4. Check the BI Enabled option on the desired descriptive flexfields. If the option is unavailable, the flexfield is a

non-supported entity.5. Click OK.6. Click Save.


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Configuring Extensible Flexfields for TransactionalBusiness Intelligence

Configure Extensible FlexfieldsYou can use extensible flexfields to configure more segments.

An extensible flexfield is similar to a descriptive flexfield in that it provides an expansion space that you can use toconfigure additional attributes (segments) without additional programming. As with descriptive flexfields, each segmentis represented in the database as a single column. However, with extensible flexfields, the context values and context-sensitive segments are stored in an extension table.

Categories and ContextsYou can combine and arrange the segments into attribute groups that are tailored to your specific needs. For example,you can group related segments so that they appear together on the page. The attribute groups are referred to ascontexts. You can optionally set up an extensible flexfield to enable categorization of contexts.

You can add contexts and segments to extensible flexfields just like the descriptive flexfields. To see the extensibleflexfields in analyses, you need to deploy them and then run the BI Extender Essbase scheduled process.

Configuring Extensible FlexfieldsTo configure extensible flexfields:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfield task.2. Search for the EFF you want to configure, then select it and click the Edit icon.3. In the Edit Extensible Flexfield dialog, highlight the category Display Name, then select Manage Contexts.4. In the Manage Context dialog, search for the context that contains the segment you want to configure,

highlight it, then click the Edit icon.5. In the Edit Context dialog, click the Edit icon.6. Edit the segment, as required, then click Save.

Related Topics

• Flexfield Usages

Set Extensible Flexfields as BI-EnabledExtensible flexfields are BI enabled if at least one segment in a context is BI enabled.

Setting Extensible Flexfields as BI-EnabledTo set extensible flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfields task.2. Enter the extensible flexfield name; for example, Organization Information EFF.

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3. Select the applicable extensible flexfield, and then click Edit.4. Select the applicable Category. The category contexts are populated automatically.5. Click Manage Contexts6. In the Edit Context page, select the applicable Context, and then click Edit.7. Select the applicable Segment, and then click Edit.8. In the Edit Segment page, select the BI Enabled check box.9. Click Save.

Overview of the Essbase Rule File and CubesGenerate the Essbase rule file by running the Create Rules XML File for BI Extender Automation scheduled process.

The Essbase rule file must be generated for all Oracle Essbase cubes mapped in the repository file (RPD).

Job Status ConditionsThe process status displays one of these conditions.

• INIT: The process has just begun and is waiting for the extender command line JAR to update the status withmore details.

• COMPLETED_NO_EXTENSION_NEEDED: No new Flexfield changes were detected in any of the OracleApplications Cloud sources; because the RPD is already synchronized with all Flexfield changes, no changeswere made in the RPD.

• COMPLETED: The RPD was successfully updated with Flexfield changes and uploaded into the Oracle BusinessIntelligence server.

• FAILED: Error conditions exist which require manual intervention.

Related Topics• Submit Scheduled Processes and Process Sets

Importing Changes to Flexfields Automatically

Overview of Flexfield Change ImportYou can use the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduled process toimport your flexfield changes.

Use the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduled process toautomatically import the following types of changes:

• Key Flexfield changes

• Descriptive Flexfield changes

• Extensible Flexfield changes

The Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduled process imports extensibledata, including data in descriptive flexfield segments, key flexfield segments, and General Ledger balances in Essbasecubes.

http://www.oracle.com/pls/topic/lookup?ctx=fa20d&id=OACPR1517340


Chapter 2Flexfields

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If you have changes to key flexfields and descriptive flexfields, you can import all the changes in the same scheduledprocess.

This is an Oracle Applications Cloud scheduled process; it is not related to BI Applications. Detailed information on thisprocess can be found in Oracle Applications Cloud documentation.

Note: We strongly recommend that you backup the Oracle Business Intelligence Enterprise Edition prior to importingany flexfield changes. Running the process disconnects all users from the server. You should not run this processwhen maintenance operations or system updates are being performed on the server.

Run the Import Scheduled ProcessTo import changes, run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduledprocess.

Running the JobTo run the process:

1. In the Scheduled Processes window, select Search and Select: Name.2. Select Search and Select: Name.3. Highlight Import Oracle Fusion Data Extensions for Transactional Business Intelligence.4. Click OK.5. Schedule the process.

Process Status ConditionsWhen the process is finished, the biExtenderCMDUtility.jar writes the status of the process into the JNDI fileess_biExtenderEssJob_jobStatus, which can be viewed in Oracle WebLogic Server.

The process status displays one of the following conditions:

• INIT: The process has just begun and is waiting for the extender command line JAR to update the status withmore details.

• COMPLETED_NO_EXTENSION_NEEDED: No new Flexfield changes were detected in any of the OracleApplications Cloud sources; because the Oracle Business Intelligence is already synchronized with all Flexfieldchanges, no changes were made in the Oracle Business Intelligence.

• COMPLETED: Oracle Business Intelligence was successfully updated with Flexfield changes and uploaded intothe Oracle Business Intelligence Server.

• COMPLETED: PROCESS_ERRORS: Oracle Business Intelligence was updated with the Flexfield changes but withsome warnings that require manual intervention.

• FAILED: Error conditions exist that require manual intervention.

Successful Import ProcessIf the import process is successful, you can perform the following actions:

• Query subject areas by segment dimensions such as Balancing Segment and Cost Center.

• Access DFF attributes for analyses.

• Use the General Ledger - Balances Real Time subject area to query Oracle Essbase cubes.


Chapter 2Flexfields

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Disabling Flexfields as BI-Enabled

OverviewIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

There may be times, such as during development phases, when you try using a flexfield and later determine it is nolonger needed.

Note: If you are considering disabling flexfields, keep in mind that any flexfields created in Oracle Applications Cloudmust be designated as BI-enabled to be exposed in Transactional Business Intelligence. If you disable a flexfield, itcannot be deployed. Also, error conditions may occur if you disable a descriptive flexfield that has been implementedin BI Applications. If error conditions arise from disabling flexfields as BI-enabled, troubleshooting the errors can bedifficult and time-consuming.

Disable Key Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling key flexfields, keep in mind that any flexfields created in Oracle Applications Cloud mustbe designated as BI-enabled to be exposed in Transactional Business Intelligence.

Disabling Key FlexfieldsTo disable key flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.2. Enter your search value in Key Flexfield Code.3. Click Manage Structure Instances.4. Enter your search value in Structure Instance Code.5. Click Edit. The Edit Key Flexfield Structure Instance dialog box displays.6. In Edit Key Flexfield Segment Instance, deselect the BI Enabled option.7. Click OK, then Save.

Disable Descriptive Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling descriptive flexfields, keep in mind that any flexfields created in Oracle ApplicationsCloud must be designated as BI-enabled to be exposed in Transactional Business Intelligence.

Disabling Descriptive FlexfieldsTo disable descriptive flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexfields task.2. Enter the Descriptive Flexfield Name.


Chapter 2Flexfields

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3. Deselect the BI Enabled option on the desired descriptive flexfields.4. Click OK, then Save.

Disable Extensible Flexfields as BI-EnabledIf you created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

If you are considering disabling extensible flexfields, keep in mind that any flexfields created in Oracle ApplicationsCloud must be designated as BI-enabled to be exposed in Oracle Transactional Business Intelligence.

Disabling Extensible FlexfieldsTo disable extensible flexfields as BI-enabled:

1. In the Setup and Maintenance work area, go to the Manage Extensible Flexfields task.2. Enter the extensible flexfield Name; for example, "Organization Information EFF."3. Select the applicable extensible flexfield and click Edit to navigate to Edit Extensible Flexfield.4. Select the applicable Category. The category contexts are populated automatically.5. Click Manage Contexts to navigate to Manage Contexts.6. Select the applicable Context and click Edit to navigate to Edit Context.7. Select the applicable Segment and click Edit to navigate to Edit Segment.8. Deselect the BI Enabled option.9. Click Save.

Dimensions Supported by Descriptive Flexfields

Financials Descriptive Flexfields for Business IntelligenceThis table shows the descriptive flexfields and the subject areas in which you can use these flexfields. To view thedescriptive flexfield columns, navigate to the appropriate folder within the relevant subject area.

Descriptive Flexfield Subject Area Folder Parent Folder (If Applicable)

AP_CHECKS

Payables Payments -Disbursements Real Time

Payment Information

Payment Header Details

AP_HOLDS

Payables Invoices -Transactions Real Time

Invoice Hold Information

Invoice Details

AP_HOLDS


Invoice Line Details - HoldInformation

Invoice Lines

AP_ INVOICE_ DISTRIBUTIONS


Invoice Distribution Details -General Information

Distributions


Chapter 2Flexfields

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AP_ INVOICE_ DISTRIBUTIONS

Payables Invoices -Prepayment Applications RealTime


Distributions

AP_ INVOICE_LINES


Invoice Line Details - GeneralInformation

Invoice Lines

AP_ INVOICE_LINES



Invoice Lines

AP_INVOICES


General Information

Invoice Details

AP_INVOICES


General Information

Invoice Details

AP_INVOICES

Expenses - Cash AdvancesReal Time

General Information

Invoice Details

AP_ PAYMENT_ SCHEDULES

Payables Invoices -Installments Real Time

Invoices Installment Details

AR_ADJUSTMENTS

Receivables - AdjustmentsReal Time

Adjustments Details

AR_ APPROVAL_ ACTION_HISTORY


Adjustments Details

AR_BATCHES

Receivables - MiscellaneousReceipts Real Time

Miscellaneous Receipts Details

AR_BATCHES

Receivables - StandardReceipts Application DetailsReal Time

Standard Receipt Details

AR_ CASH_RECEIPTS



AR_ CASH_RECEIPTS


Miscellaneous Receipts Details

AR_ CUSTOMER_ PROFILE_AMOUNTS_HZ

Receivables - Customer RealTime

Profile Late Charges Rates AndConditions

Customer Accounts -Customer Account Profile


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AR_ CUSTOMER_ PROFILE_AMOUNTS_HZ


Site Profile Late Charges andReductions

Customer Account Site -Customer Account Site Profile

AR_ CUSTOMER_ PROFILE_CLASSES_HZ


Profile Class


AR_ CUSTOMER_ PROFILE_CLASSES_HZ


Site Profile Class


AR_ CUSTOMER_PROFILES_HZ


Profile Class


AR_ CUSTOMER_PROFILES_HZ


Site Profile Class


AR_ MISC_ CASH_DISTRIBUTIONS


Miscellaneous ReceiptDistributions Details

Miscellaneous ReceiptDistributions

AR_ PAYMENT_ SCHEDULES

Receivables - PaymentSchedules Real Time

Payment Schedules Details

AR_ RATE_ ADJUSTMENTS

Receivables - ReceiptConversion Rate AdjustmentsReal time

Receipt Conversion RateAdjustments Details

AR_ RECEIPT_ CLASSES



AR_ RECEIPT_ METHODS



AR_ RECEIVABLE_APPLICATIONS


Standard Receipt ApplicationDetails

AR_ RECEIVABLE_APPLICATIONS

Receivables - Credit MemoApplications Real Time

Credit Memo ApplicationDetails

AR_ REVENUE_ADJUSTMENTS

Receivables - RevenueAdjustments Real Time

Revenue Adjustments Details


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CE_ BANK_ACCOUNTS

Cash Management - BankStatements Real Time

Bank Account

CE_ BANK_ACCOUNTS

Receivables - Bills ReceivableReal Time

Bills Receivable Remittance

Bills Receivable Details

CE_ EXTERNAL_TRANSACTIONS

Cash Management - ExternalCash Transactions Real Time

External Cash TransactionDetail

External Cash TransactionDetail

CE_ STATEMENT_ HEADERS


Header Information

Bank Statement Detail

CE_ STATEMENT_ LINES


Line Information

Bank Statement Detail

EXM_ CASH_ADVANCES

Expenses - ExpenseTransactions Real Time

Cash Advance Details

Expense Information -Expense Reports

EXM_ CASH_ADVANCES


Cash Advance Details

EXM_EXPENSES


Expense Line Details

Expense Information -Expense Lines

EXM_ EXPENSE_REPORT_HEADER


Expense Report Details

Expense Information -Expense Reports

EXM_ EXPENSE_REPORT_HEADER


Expense Report Details

Cash Advance ApplicationDetails

EXM_ EXPENSE_ ATTENDEES


Expense Line Attendee Details

Expense Information -Expense Lines

FA_ADDITIONS

Fixed Assets - AssetTransactions Real Time

Descriptive Details

Fixed Asset

FA_ADDITIONS

Fixed Assets - Asset BalancesReal Time

Descriptive Details

Fixed Asset

FA_ADDITIONS

Fixed Assets - AssetDepreciation Real Time

Descriptive Details

Fixed Asset

FA_ BOOK_CONTROLS


General Information

Asset Book


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FA_ BOOK_CONTROLS


General Information

Asset Book

FA_ BOOK_CONTROLS


General Information

Asset Book

FA_CATEGORIES


Asset Category

FA_CATEGORIES

Procurement - Spend RealTime

Asset Category

Invoice Details

FA_CATEGORIES

Project Costing - Assets RealTime

Project Asset

FA_CATEGORIES


Asset Category

FA_CATEGORIES


Asset Category

FA_ CATEGORY_BOOK_DEFAULTS


Asset Category Book Default







FA_ CATEGORY_ BOOKS


Asset Category Book

FA_ CATEGORY_ BOOKS


Asset Category Book

FA_ CATEGORY_ BOOKS


Asset Category Book

FA_LOCATIONS


Asset Location


Chapter 2Flexfields

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FA_LOCATIONS

Project Costing - Assets RealTime

Project Asset

FA_LOCATIONS


Asset Location

FA_LOCATIONS


Asset Location

FA_RETIREMENTS


Retirement Details

FA_ TRANSACTION_HEADERS


Asset Transaction Details

FUN_DIST_LINES

Financials Common Module- Intercompany TransactionsReal Time

Distribution Details

Intercompany Distributions

FUN_ INTERCO_ORGANIZATIONS


Transaction Details

Intercompany Transactions

FUN_ TRX_BATCHES


Batch Details


FUN_ TRX_HEADERS


Transaction Details


FUN_TRX_TYPES


Intercompany TransactionType

GL_ CAPTURED_INFO

General Ledger - Journals RealTime

Journal Line Details

Journal Lines

GL_ CODE_ COMBINATIONS


Account

Intercompany Distributions



GL Account

Receivables RevenueAdjustment Accounting


Chapter 2Flexfields

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GL Account

Bills Receivable Accounting



GL Account

Receivables AdjustmentAccounting



GL Account

Receivables Credit MemoApplication Accounting



GL Account

Standard Receipt Accounting



GL Account

Miscellaneous ReceiptAccounting


Subledger Accounting -Supporting References RealTime

GL Account


Subledger Accounting- Payables SummaryReconciliation Real Time

General Ledger Account


Subledger Accounting- Receivables SummaryReconciliation Real Time

General Ledger Account



Account

Prepayment ApplicationAccounting



Account

Accounting



Account

Accounting



Account

Journal Lines


Subledger Accounting -Journals Real Time

GL Account


Receivables - Receipts DetailsReal Time

GL Account

Receipt Accounting


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Receivables - TransactionsReal Time

GL Account

Receivables TransactionAccounting


Payables Invoices - TrialBalance Real Time

Account


General Ledger - TransactionalBalances Real Time

Account


Revenue Management -Customer Contracts Real Time

GL Account

Promised Details - Accounting



Account

Expense Information -Expense Distributions



Liability Account

Prepayment Applications -Distribution Details



Liability Account

Distributions



Distribution Combination





Distributions



Invoice Self-Assessed TaxDistribution Liability Account



Invoice Self-Assessed TaxAccount




Receivables RevenueAdjustment Distributions




Receivables AdjustmentDistributions




Bills Receivable Distributions


Chapter 2Flexfields

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Receivables Credit MemoApplication Distributions




Standard Receipt Distributions








Receipt Distributions




Receivables TransactionDistributions



Asset Depreciation ExpenseAccount

Account



Asset Depreciation ExpenseAccount

Account



Asset Account



Offset Account



GL Account

Transaction AccountingDetails



GL Account

Depreciation AccountingDetails



GL Overridden Account











Chapter 2Flexfields

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Receipt Accounting











Overridden Account

Accounting



Overridden Account




Overridden Account

Accounting



Overridden Account











Asset Account

Account

GL_ ENCUMB_TYPES


Balance Subtype

Journal Header

GL_ ENCUMB_TYPES


Journal Details

GL_ ENCUMB_TYPES


Scenario


Chapter 2Flexfields

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GL_JE_BATCHES


Journal Batch Details

Journal Batches

GL_ JE_CATEGORIES


Journal Category

Journal Header

GL_JE_HEADERS


Header Details

Journal Header

GL_JE_LINES



Journal Lines

GL_JE_SOURCES


Journal Source

Journal Batches

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Fixed Assets - Asset SourceLines Real Time

Ledger

GL_LEDGERS

Fixed Assets - Asset FinancialInformation Real Time

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Fixed Assets - AssetRetirements andReinstatements Real Time

Ledger

GL_LEDGERS

Fixed Assets - Asset TransferReal Time

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Receivables - Credit MemoRequests Real Time

Ledger


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GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Receivables - ReceiptConversion Rate AdjustmentsReal Time

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Payables Payments - PaymentHistory Real Time

Ledger

GL_LEDGERS

Payables Invoices - Holds RealTime

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger


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GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

Journal Header

GL_LEDGERS


Ledger

GL_LEDGERS

General Ledger - Period StatusReal Time

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Costing - Cost AccountingReal Time

Ledger

GL_LEDGERS

Costing - COGS and GrossMargin Real Time

Ledger

GL_LEDGERS

Costing - Receipt AccountingReal Time

Ledger

GL_LEDGERS

Project Costing - Actual CostsReal Time

Ledger

GL_LEDGERS

Project Billing - Revenue RealTime

Ledger

GL_LEDGERS

Revenue Management -Standalone Selling Price RealTime

Ledger

Standalone Selling PriceSource Document - SourceDocument

GL_LEDGERS


Ledger


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GL_LEDGERS

Budgetary Control -Transactions Real Time

Ledger

GL_LEDGERS

Budgetary Control - BalancesReal Time

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Expenses - Employee ExpenseOverview Real Time

Ledger

GL_LEDGERS


Initiating Ledger

GL_LEDGERS


Receiving Ledger

GL_LEDGERS


Ledger

GL_LEDGERS

Cash Management - BankStatement Balances Real Time

Ledger

GL_LEDGERS

Cash Management - BankStatement Line Charges RealTime

Ledger

GL_LEDGERS


Ledger

GL_LEDGERS


Ledger

GL_ PERIOD_ STATUSES


Period Statuses

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar


Chapter 2Flexfields

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GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar


Chapter 2Flexfields

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GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Time

GL_PERIODS


Time

GL_PERIODS


Time

GL_PERIODS


Time

GL_PERIODS


Time

GL_PERIODS


Time

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Time

GL_PERIODS


Time

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Distribution Accounting DateFiscal Calendar



Chapter 2Flexfields

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GL_PERIODS



Distributions

GL_PERIODS



Payment Details

GL_PERIODS


Fiscal Calendar

GL_PERIODS


Fiscal Calendar

GL_PERIODS

Cash Management - BankStatement Real Time

Fiscal Calendar

GL_PERIODS


Transaction Date (Fiscal)

GL_PERIODS


GL Accounting Date FiscalCalendar


GL_PERIODS




GL_PERIODS


Accounting Date FiscalCalendar


GL_PERIODS



Accounting

GL_PERIODS



Accounting

GL_PERIODS




GL_PERIODS




GL_PERIODS





Chapter 2Flexfields

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GL_PERIODS




GL_PERIODS



Receipt Accounting

GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS




GL_PERIODS





Chapter 2Flexfields

42


GL_PERIODS


Document Fiscal Calendar


GL_PERIODS


Document Fiscal Calendar

Promised Details - PromisedDetail Source Document -Source Document

GL_PERIODS


Fiscal Calendar

HZ_ CONTACT_ POINTS


Contact User Details

Customer Accounts -Customer Account Contacts

HZ_ CONTACT_ POINTS


Site Contact User Details

Customer Account Site- Customer Account SiteContacts

HZ_ CUST_ ACCOUNT_ROLES


Contact Details


HZ_ CUST_ ACCOUNT_ROLES


Site Contact Details


HZ_ CUST_ACCOUNTS


Customer Account Details

Customer Accounts

HZ_ CUST_ACCOUNTS

Receivables - CustomerAccount Site Tax Profile RealTime

Customer Account Details

Customer Accounts

HZ_ CUST_ ACCT_RELATE_ALL


Customer AccountRelationships

Customer Accounts

HZ_ CUST_ ACCT_ SITES_ALL


Site Address

Customer Account Site -Customer Account Site Details

HZ_ CUST_ ACCT_ SITES_ALL

Receivables - CustomerAccount Site Tax Profile RealTIme

Site Address


HZ_ CUST_ SITE_USES_ALL


Site Address Purpose



Chapter 2Flexfields

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HZ_ CUST_ SITE_USES_ALL


Site Address Purpose


HZ_LOCATIONS


Site Address


HZ_LOCATIONS


Site Address


HZ_ ORG_CONTACTS


Contact User Responsibilities


HZ_ ORG_CONTACTS


Site Contact UserResponsibilities


HZ_ ORGANIZATION_PROFILES


Customer Information

Customer


Receivables - Customer TaxProfile Real TIme


Customer




Customer

HZ_ ORIG_ SYS_ REFERENCES



Customer


Receivables - Customer TaxProfile Real TIme


Customer




Customer

HZ_PARTY_SITES


Site Address


HZ_PARTY_SITES


Site Address



Chapter 2Flexfields

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HZ_ ROLE_ RESPONSIBILITY


Contact User Responsibilities


HZ_ ROLE_ RESPONSIBILITY


Site Contact UserResponsibilities


IBY_ EXT_ BANK_ACCOUNTS


Customer Account BankAccount Details

Customer Accounts

IBY_ EXT_ BANK_ACCOUNTS


Customer Account Site BankAccount Details

Customer Account Site

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS

Payables Invoices -Withholding Real Time

Supplier

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS


Supplier

JE_ POZ_SUPPLIERS


Supplier Profile

Supplier

JE_ POZ_ SUPPLIERS_ SITES


Supplier Site


Chapter 2Flexfields

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Supplier Site



Supplier Site



Supplier Site



Supplier Site



Supplier Site



Supplier Site

JE_ RA_ CUSTOMER_TRX


General Information

Transactions Details

JG_AP_CHECKS


Payment Information

Payment Header Details

JG_ AP_ INVOICE_LINES



Invoice Lines

JG_ AP_ INVOICE_LINES



Invoice Lines

JG_AP_INVOICES


General Information

Invoice Details

JG_AP_INVOICES


General Information

Invoice Details

JG_AP_INVOICES


General Information

Invoice Details

JG_ AP_ PAYMENT_SCHEDULES


Invoices Installment Details


Chapter 2Flexfields

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JG_ AR_ CASH_RECEIPTS



JG_ AR_ PAYMENT_SCHEDULES



JG_ AR_ RECEIPT_ CLASSES



JG_ AR_ RECEIVABLE_APPLICATIONS



JG_ AR_ RECEIVABLE_APPLICATIONS



JG_ CE_ BANK_ACCOUNTS


Bank Account

JG_ CE_ BANK_ACCOUNTS


Bills Receivable Remittance


JG_ FA_ADDITIONS


Fixed Asset

JG_ FA_ CATEGORY_ BOOKS


Asset Category Book

JG_ GL_JE_HEADERS


Header Details

Journal Header

JG_GL_JE_LINES



Journal Lines

JG_ HZ_ CUSTOMER_PROFILES


Profile Class


JG_ HZ_ CUSTOMER_PROFILES


Site Profile Class


JG_ RA_ CUSTOMER_TRX_LINES


Line Information

Transaction Line Details


Chapter 2Flexfields

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JGxAPInvoiceDistributions



Distributions

JGxAPInvoiceDistributions



Distributions

JGxFAAssetInvoices


Source Lines GeneralInformation

Asset Source Lines Details

JGxFABookControls


General Information

Fixed Asset

JGxFABookControls


General Information

Fixed Asset

JGxFABookControls


General Information

Fixed Asset

JGxFABooks


General

Fixed Asset - Financial Details

JGxFABooks


General


JGxFABooks


General


JGxFATransactionHeaders


Asset Transaction Details

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar


Chapter 2Flexfields

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JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar


Chapter 2Flexfields

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JGxGLPeriods


Time

JGxGLPeriods


Time

JGxGLPeriods


Time

JGxGLPeriods


Time

JGxGLPeriods


Time

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Time

JGxGLPeriods


Time

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods


Fiscal Calendar

JGxGLPeriods




JGxGLPeriods



Distributions

JGxGLPeriods



Payment Details

JGxGLPeriods


Fiscal Calendar


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JGxGLPeriods


Fiscal Calendar

JGxGLPeriods

Cash Management - BankStatement Real Time

Fiscal Calendar

JGxGLPeriods


Transaction Date (Fiscal)

JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods



Distributions

JGxGLPeriods



Payment Details

JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods



Receipt Accounting

JGxGLPeriods





Chapter 2Flexfields

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JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods




JGxGLPeriods


Document Date FiscalCalendar


JGxGLPeriods


Document Date FiscalCalendar

Promised Details - PromisedDetail Source Document -Source Document

JGxGLPeriods


Fiscal Calendar


Chapter 2Flexfields

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POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS

Payables Invoices -Withholding Real Time

Supplier

POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS


Supplier

POZ_SUPPLIERS


Supplier Profile

Supplier

POZ_ SUPPLIERS_ SITES


Supplier Site



Supplier Site



Supplier Site



Supplier Site



Supplier Site


Chapter 2Flexfields

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Supplier Site



Supplier Site

RA_ CUST_ TRX_ LINE_SALESREPS


Sales Credits Details

Receivables Transaction SalesCredits

RA_ CUST_ TRX_TYPES


Reference Information


RA_ CUST_ TRX_TYPES


Reference Information


RA_ CUSTOMER_TRX


General Information


RA_ CUSTOMER_TRX



RA_ CUSTOMER_TRX



RA_ CUSTOMER_TRX


Bills Receivable ApplicationInformation

Bills Receivable ApplicationDetails

RA_ CUSTOMER_TRX


Credit Memo Requests Details

RA_ CUSTOMER_ TRX_LINE_GL_DIST


Transaction DistributionDetails


RA_ CUSTOMER_ TRX_LINE_GL_DIST



RA_ CUSTOMER_ TRX_LINES


Line Information


RA_ CUSTOMER_ TRX_LINES




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RA_RULES


Line Information


RA_TERMS



RA_TERMS_LINES



VRM_ CONTRACT_ RULES_B


Contract Identification Rules

Customer Contracts

VRM_ CUSTOMER_CONTRACT_ HEADERS


Contract Details

Customer Contracts

VRM_FMV_LINES


Standalone Selling PriceDetails

Standalone Selling Price

VRM_FMV_LINES


Standalone Selling PriceHistory Details

Standalone Selling Price

VRM_FMV_LINES


Promised Detail SSP Details

Promised Details - PromisedDetails Standalone SellingPrice

VRM_FMV_LINES


Performance Obligation SSPDetails

Performance Obligations- Performance ObligationStandalone Selling Price

VRM_ FMV_ TEMPL_ASSIGNMENTS


Standalone Selling PriceProfile



Performance Obligation SSPProfile




Promised Detail SSP Profile


VRM_ FMV_ TEMPLATES_B


Standalone Selling PriceProfile


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Performance Obligation SSPProfile




Promised Detail SSP Profile


VRM_ ITEM_ GROUPS_VL


Item Group

VRM_ ITEM_ GROUPS_VL


Item Group

Promised Details

VRM_ PERF_ OBLIG_TEMPLATES_B


Performance ObligationTemplate Details

Performance Obligations- Performance ObligationTemplate

VRM_ PERF_ OBLIGATION_LINES


Promised Detail Lines

Promised Details

VRM_ PERF_ OBLIGATIONS


Performance ObligationDetails

Performance Obligations

VRM_ PRICE_ EFF_PERIODS_VL


Effective Price Period



Effective Price Period

Promised Details



Performance ObligationEffective Price Period

Performance Obligations

VRM_ SOURCE_ DOC_LINES


Source Document Line Details

Standalone Selling PriceSource Document - SourceDocument Line

VRM_ SOURCE_ DOC_LINES


Source Document Line Details

Promised Details - PromisedDetails Source Document -Source Document Line


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VRM_ SOURCE_ DOCUMENTS


Source Document Details


VRM_ SOURCE_ DOCUMENTS


Source Document Details

Promised Details - PromisedDetails Source Document -Source Document

XLA_AE_HEADERS


Journal Details

XLA_AE_LINES


Journal Details

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO

Costing - Cost AccountingReal Time

Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity


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XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO

Project Billing - Revenue RealTime

Legal Entity

XLE_ LE_ADD_INFO

Project Costing - Actual CostsReal Time

Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity


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XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity


XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_ADD_INFO


Initiating Legal Entity

XLE_ LE_ADD_INFO


Receiving Legal Entity

XLE_ LE_ADD_INFO


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity


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XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity


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XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity


XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity

XLE_ LE_INFO_DEV


Legal Entity


Chapter 3Analytics and Reports Management

61

3 Analytics and Reports Management

Managing Folders

How to Create FoldersYou manage analyses and reports in the business intelligence catalog, where you create folders to organize them.

To create folders:

1. In the catalog, navigate to the desired location of the new folder in the Folders pane.2. In the catalog toolbar, click New, and select Folder.3. In the New Folder dialog box, enter the folder name, and click OK.

Automatically Created Folders

If conflicts are detected during upgrade, folders named backup_nnn are automatically created in the catalog. Afterreviewing and resolving any conflicts, Oracle recommends that you manually delete the backup folders from thecatalog. You can contact your help desk to request an automated removal if you have a large number of folders todelete.

Set Folder Permissions and AttributesBusiness intelligence catalog folder properties control folder permissions and other attributes. You can access theproperties of user objects or the Custom folder and any of its subfolders in the catalog to perform tasks such as viewingsystem information or changing attributes or ownership. All other users can only access and modify the properties ofthe objects that they create or own.

Set Folder PropertiesFollow these steps:

1. In the catalog, select the Shared Folders > Custom folder or its subfolder you want to assign properties to.

Caution: Don't modify permissions on predefined catalog objects. Saving content in the Custom folder isthe only way to ensure that the content is maintained upon upgrade.

2. In the Tasks pane, click Properties.3. In the Properties dialog box, select any of the options in the Attributes section:

◦ Hidden: Specifies that the object is hidden.

◦ System: Specifies that the object is a system object.

◦ Read Only: Specifies that the object is read-only.

◦ Do Not Index: Excludes the object from the index used by the full-text catalog search. Excluded objectsdon't display in the results of any full-text catalog search; the object can still be found using the basiccatalog search.



62

4. Use the Ownership section to take ownership of a folder or object in the catalog. This area displays only if theproper privileges were assigned to the user, group, or role. Note that the owner of an object or folder can'tautomatically access the object or folder.

◦ Set ownership of this item: Click to become the owner of the folder or object.

◦ Set ownership of this item and all sub items: Click to become the owner of the folder and any sub foldersor sub items contained within the item. For example, if you click this link for a dashboard folder, then youtake ownership of all of the dashboard's components.

Related Topics

• What happens to modified analytics and reports when a release update is applied

Set Folder PermissionsYou can assign permissions on folders and other objects.

Access and Set PermissionsYou can set permissions or change ownership for any catalog object or folder. Nonadministrative users can access andmodify the permissions of the objects that they create or own.

To set folder permissions:

1. In the catalog, select the folder or object.2. In the Tasks pane click Permissions.3. In the Permissions dialog box, the owner and any other users, roles, or groups with permissions are listed in the

Permissions list. To add a user or role, click Add users/roles in the toolbar and search for users or roles to addthem to the Selected Members list in the Add Application Roles, Catalog Groups and Users dialog box. To deletea user or role, select the account or role in the Permissions list and click Delete selected users/roles.

4. In the Permissions list, to set ownership for a user, select Custom in the Permissions list for the account, thenselect Set Ownership in the Custom Permissions dialog box and click OK. You can also select the Owner optionfor the user or role.

5. Use the Permissions list to set permissions for the object. Object permissions vary by object.6. Use the Apply permissions to sub-folders option to assign permissions to the folder's subfolders, and the Apply

permissions to items within a folder to assign them to objects in the folder but not to subfolders.

Manage Predefined Catalog PermissionYou may want to remove access to predefined catalog folders so that those associated with offerings you don't usearen't displayed. You can hide the entire predefined catalog or selectively display root catalog folders for offerings,which are controlled by the Custom BI Web cat Reporting Duty role and associated roles for each offering.

Using roles, you can manage folder access in a number of ways, depending on requirements and previous modificationsyou have made.

• Remove duty roles for parent folders from the Custom BI Web cat Reporting Duty role so that all users see asubset of the predefined catalog. Leave roles only for the offerings you want to retain access for.

• Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role to hide the entirepredefined catalog and display only /Shared/Custom folders. For example, you can remove BI catalog accessfor external users such as partners who have no access to reporting.

http://www.oracle.com/pls/topic/lookup?ctx=fa20d&id=E86F8655B363B224E040D30A68815079



63

• Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role. Also, add catalogreporting duty roles to a new or existing job role to allow job roles with BI access to have default access to thepredefined catalog. For example, by default, Financial job roles have access to Financial reporting content butHuman Capital Management job roles don't have access to the predefined HCM BI catalog. You can grant theHuman Capital Management Folder Reporting Duty role to new job roles to allow access to predefined HCMreports.

Hide Predefined Catalog FoldersAll authenticated users have the Custom BI Web cat Reporting Duty role, which inherits all of the folder reporting rolesthat determine access and visibility of root level catalog folders. Administrators with IT Security Manager privileges canhide predefined folders by removing their associated roles from the duty role.

1. Open the Security Console.2. Search for Custom BI Web cat Reporting Duty.3. In the search results, click Actions > Edit Role.4. Click Next to navigate to the Role Hierarchy step.5. To hide all folders, remove all of the roles from the hierarchy. Leave any roles for offerings you want to retain

access for.6. Synchronize security changes. Click Navigator > Scheduled Processes in the Navigator and submit the

Import User and Role Application Security Data process.7. Go to Oracle BI and click Administration. In the Maintenance and Troubleshooting section, select Reload Files

and Metadata to refresh the the BI cache.

BI Reporting RolesThis table shows the mapping between shared root catalog folders, folder reporting roles, and job roles.

Catalog Folder Duty Role Duty Role Name Associated Job Roles

/Shared/Common Content

BI_ COMMON_ CONTENT_REPORTING_ DUTY

Common Content FolderReporting Duty

/ Shared/ Customer DataManagement

BI_ CDM_ REPORTING_ DUTY

Customer Data ManagementFolder Reporting Duty

/ Shared/ EnterpriseContracts

BI_ OKC_ REPORTING_ DUTY

Enterprise Contracts FolderReporting Duty

ORA_ OKC_ CUSTOMER_CONTRACT_ADMINISTRATOR_JOB ORA_ OKC_CUSTOMER_ CONTRACT_MANAGER_JOB ORA_ OKC_CUSTOMER_ CONTRACT_TEAM_ MEMBER_ABSTRACT ORA_ OKC_ENTERPRISE_ CONTRACT_ADMINISTRATOR_ JOBORA_ OKC_ ENTERPRISE_CONTRACT_ MANAGER_JOBORA_ OKC_ ENTERPRISE_CONTRACT_ TEAM_MEMBER_ ABSTRACT ORA_OKC_ SUPPLIER_ CONTRACT_ADMINISTRATOR_ JOB ORA_OKC_ SUPPLIER_ CONTRACT_



64


MANAGER_ JOB ORA_ OKC_SUPPLIER_ CONTRACT_TEAM_ MEMBER_ ABSTRACT

/ Shared/ Extension

BI_ EXT_ REPORTING_ DUTY

Extension Folder ReportingDuty

/ Shared/ Financials

BI_ FIN_ REPORTING_ DUTY

Financials Folder ReportingDuty

ORA_ AP_ ACCOUNTS_PAYABLE_ INVOICE_SUPERVISOR_JOB ORA_AP_ ACCOUNTS_ PAYABLE_MANAGER_JOB ORA_ AP_ACCOUNTS_ PAYABLE_PAYMENT_ SUPERVISOR_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SPECIALIST_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SUPERVISOR_JOBORA_ AR_ ACCOUNTS_RECEIVABLE_ MANAGER_JOBORA_ AR_ ACCOUNTS_RECEIVABLE_ MANAGER_SOD_JOB ORA_ AR_ACCOUNTS_ RECEIVABLE_SPECIALIST_JOB ORA_ AR_ACCOUNTS_ RECEIVABLE_SPECIALIST_ SOD_JOBORA_ AR_ BILLING_MANAGER_JOB ORA_ AR_BILLING_ SPECIALIST_JOBORA_ CE_ CASH_MANAGER_JOB ORA_ EXM_EXPENSE_ MANAGER_JOBORA_ FA_ ASSET_ACCOUNTANT_JOB ORA_FA_ ASSET_ ACCOUNTING_MANAGER_JOB ORA_FUN_ INTERCOMPANY_ACCOUNTANT_JOB ORA_ GL_FINANCIAL_ ANALYST_JOBORA_ VRM_ REVENUE_ANALYST_JOB ORA_ VRM_REVENUE_ MANAGER_JOBORA_ XCC_ BUDGET_MANAGER_JOB

/Shared/Higher Education

BI_ HED_ REPORTING_ DUTY

Higher Education FolderReporting Duty

ORA_ HEQ_ ADMISSIONS_COORDINATOR_ JOBORA_ HEQ_ ADMISSIONS_MANAGER_JOB ORA_HER_ ACADEMIC_COORDINATOR_ JOB ORA_HER_ REGISTRAR_JOB ORA_HES_BURSAR_JOB ORA_HEY_ STUDENT_ SERVICES_MANAGER_JOB ORA_ HEY_STUDENT_ SUPPORT_ADVISOR_JOB



65


/Shared/Human CapitalManagement

BI_ HCM_ REPORTING_ DUTY

Human Capital ManagementFolder Reporting Duty

By default, predefined HCMjob roles have no access to thethe predefined content.

/ Shared/ IncentiveCompensation

BI_ IC_ REPORTING_ DUTY

Incentive CompensationFolder Reporting Duty

ORA_ CN_ INCENTIVE_COMPENSATION_ANALYST_JOB ORA_CN_ INCENTIVE_COMPENSATION_MANAGER_JOB ORA_CN_ INCENTIVE_COMPENSATION_PARTICIPANT_ ABSTRACTORA_ CN_ INCENTIVE_COMPENSATION_PARTICIPANT_ MANAGER_ABSTRACT ORA_CN_ INCENTIVE_COMPENSATION_ PLAN_ADMINISTRATOR_ JOB

/ Shared/ Loyalty

BI_ LOY_ REPORTING_ DUTY

Loyalty Folder Reporting Duty

ORA_ LOY_ LOYALTY_MARKETING_MANAGER_JOB ORA_ LOY_LOYALTY_ PROGRAM_ADMINISTRATOR_ JOB

/ Shared/ Manufacturing

BI_ MFG_ REPORTING_ DUTY

Manufacturing FolderReporting Duty

ORA_ CSE_ ASSET_ADMINISTRATOR_ JOB

/ Shared/ Marketing

BI_ MKT_ REPORTING_ DUTY

Marketing Folder ReportingDuty

ORA_ MKL_ SALES_ LEAD_QUALIFIER_JOB ORA_ MKT_CORPORATE_ MARKETING_MANAGER_JOB ORA_ MKT_MARKETING_ ANALYST_JOBORA_ MKT_ MARKETING_MANAGER_JOB ORA_ MKT_MARKETING_ OPERATIONS_MANAGER_ JOB ORA_ MKT_MARKETING_ VP_JOB

/ Shared/ Partner

BI_ ZPM_ REPORTING_ DUTY

Partner Folder Reporting Duty

ORA_ ZPM_ CHANNEL_ACCOUNT_ MANAGER_JOBORA_ ZPM_ CHANNEL_ADMINISTRATOR_JOB ORA_ ZPM_CHANNEL_ OPERATIONS_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_PORTAL_ ADMINISTRATOR_JOB ORA_ ZPM_ CHANNEL_SALES_ DIRECTOR_ JOB ORA_



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ZPM_ CHANNEL_ SALES_MANAGER_JOB

/ Shared/ Procurement

BI_ PRC_ REPORTING_ DUTY

Procurement Folder ReportingDuty

ORA_ AP_ ACCOUNTS_PAYABLE_ MANAGER_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SPECIALIST_JOBORA_ AP_ ACCOUNTS_PAYABLE_ SUPERVISOR_JOBORA_ PO_BUYER_JOBORA_ PO_ PROCUREMENT_APPLICATION_ ADMIN_JOBORA_ PO_ PROCUREMENT_INTEGRATION_SPECIALIST_JOB ORA_ PO_PURCHASE_ ANALYSIS_ABSTRACT ORA_ POQ_SUPPLIER_ QUALIFICATION_DISCRETIONARY ORA_POR_ PROCUREMENT_REQUESTER_ ABSTRACTORA_ POZ_ SUPPLIER_ADMINISTRATOR_ ABSTRACTORA_ POZ_ SUPPLIER_MANAGER_ ABSTRACT

/ Shared/ Projects

BI_ PRJ_ REPORTING_ DUTY

Projects Folder Reporting Duty

ORA_ OKC_ CUSTOMER_CONTRACT_ADMINISTRATOR_JOB ORA_ OKC_CUSTOMER_ CONTRACT_MANAGER_JOB ORA_ OKC_CUSTOMER_ CONTRACT_TEAM_ MEMBER_ABSTRACT ORA_ OKC_ENTERPRISE_ CONTRACT_ADMINISTRATOR_ JOBORA_ OKC_ ENTERPRISE_CONTRACT_ MANAGER_JOBORA_ OKC_ ENTERPRISE_CONTRACT_ TEAM_MEMBER_ ABSTRACTORA_ PJF_ GRANTS_ACCOUNTANT_JOBORA_ PJF_ GRANTS_ADMINISTRATOR_ JOBORA_ PJF_ GRANTS_DEPARTMENT_ADMINISTRATOR_ JOBORA_ PJF_ PROJECT_ACCOUNTANT_JOBORA_ PJF_ PROJECT_ADMINISTRATOR_ JOBORA_ PJF_ PROJECT_BILLING_ SPECIALIST_JOBORA_ PJF_ PROJECT_EXECUTION_ ABSTRACTORA_ PJF_ PROJECT_EXECUTIVE_JOB ORA_ PJF_PROJECT_ INTEGRATION_



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SPECIALIST_JOB ORA_ PJF_PROJECT_ MANAGEMENT_DUTY_ABSTRACT ORA_ PJF_PROJECT_ MANAGER_JOBORA_ PJF_ PROJECT_TEAM_ MEMBER_ABSTRACT ORA_ PJF_PROJECTS_ APPLICATION_ADMINISTRATOR_ JOBORA_ PJF_ RESOURCE_MANAGER_JOB ORA_ PJF_TEAM_ COLLABORATOR_ABSTRACT

/Shared/Public Sector

BI_ PSC_ REPORTING_ DUTY

Public Sector Folder ReportingDuty

ORA_ PSC_ AGENCY_STAFF_ABSTRACT ORA_ PSC_BUILDING_ INSPECTOR_JOBORA_ PSC_ BUSINESS_ANALYST_JOB ORA_PSC_ CHIEF_ BUILDING_OFFICER_JOB ORA_PSC_ ECONOMIC_ DEV_OFFICER_JOB ORA_ PSC_FINANCE_ ADMIN_JOBORA_ PSC_ INSPECTIONS_SUPERVISOR_JOBORA_ PSC_ PERMIT_TECHNICIAN_JOB ORA_ PSC_PERMITS_ APPLICATION_ADMINISTRATOR_ JOBORA_ PSC_ PERMITS_SUPERVISOR_JOB ORA_PSC_ PLAN_ COORDINATOR_JOB ORA_ PSC_ PLAN_REVIEWER_JOB ORA_ PSC_PRINCIPAL_ PLANNER_JOBORA_ PSC_ SYSTEM_ADMINISTRATOR_ JOB

/Shared/Risk Management

BI_ GRC_ REPORTING_ DUTY

Risk Management FolderReporting Duty

ORA_ GTG_ APPLICATION_ACCESS_ AUDITOR_JOBORA_ GTG_ APPLICATION_CONTROL_ MANAGER_JOBORA_ GTG_ COMPLIANCE_MANAGER_JOB ORA_GTG_ ENTERPRISE_RISK_ AND_ CONTROL_MANAGER_JOB ORA_ GTG_RISK_ MANAGEMENT_AUDITOR_JOB ORA_GTR_ USER_ ACCESS_CERTIFICATION_MANAGER_JOB

/Shared/Sales

BI_ ZBS_ REPORTING_ DUTY

Sales Folder Reporting Duty

ORA_ ZBS_ SALES_ADMINISTRATOR_ JOB ORA_ZBS_ SALES_ MANAGER_JOBORA_ ZBS_ SALES_REPRESENTATIVE_ JOB ORA_



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ZBS_ SALES_ RESTRICTED_USER_JOB ORA_ ZBS_SALES_VP_JOB ORA_ ZPM_CHANNEL_ ACCOUNT_MANAGER_JOB ORA_ ZPM_CHANNEL_ ADMINISTRATOR_JOB ORA_ ZPM_CHANNEL_ OPERATIONS_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_MANAGER_JOB ORA_ ZPM_CHANNEL_ PARTNER_PORTAL_ ADMINISTRATOR_JOB ORA_ ZPM_ CHANNEL_SALES_ DIRECTOR_JOB ORA_ZPM_ CHANNEL_ SALES_MANAGER_JOB ORA_ ZSP_SALES_ ANALYST_JOB

/ Shared/ Service

BI_ SVC_ REPORTING_ DUTY

Service Folder Reporting Duty

ORA_ CSO_ KNOWLEDGE_ANALYST_JOB ORA_CSO_ KNOWLEDGE_MANAGER_JOB ORA_ SVC_CUSTOMER_ SERVICE_MANAGER_JOB ORA_ SVC_CUSTOMER_ SERVICE_REPRESENTATIVE_ JOBORA_ SVC_ HUMAN_RESOURCE_ HELP_ DESK_ADMINISTRATOR_ JOB ORA_SVC_ HUMAN_ RESOURCE_HELP_ DESK_AGENT_JOBORA_ SVC_ HUMAN_RESOURCE_ HELP_ DESK_MANAGER_JOB ORA_ SVC_INTERNAL_ HELP_ DESK_ADMINISTRATOR_ JOB ORA_SVC_ INTERNAL_ HELP_DESK_AGENT_JOB ORA_SVC_ INTERNAL_ HELP_DESK_ MANAGER_JOBORA_ ZBS_ SALES_ADMINISTRATOR_ JOBORA_ ZCA_ CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_ JOB

/ Shared/ SubscriptionManagement

BI_ OSS_ REPORTING_ DUTY

Subscription ManagementFolder Reporting Duty

ORA_ OSS_ SUBSCRIPTION_SPECIALIST_ JOB

/Shared/Supply ChainManagement

BI_ SCM_ REPORTING_ DUTY

Supply Chain ManagementFolder Reporting Duty

ORA_ ACD_ PRODUCT_DESIGN_ ENGINEER_JOBORA_ ACD_ PRODUCT_DESIGN_ MANAGER_JOBORA_ ACE_ PRODUCT_MANAGEMENT_VP_JOB ORA_ ACE_



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PRODUCT_ PORTFOLIO_MANAGER_JOB ORA_ CMF_FISCAL_ DOCUMENT_SPECIALIST_JOB ORA_CMF_ RECEIVING_SPECIALIST_JOB ORA_ CMR_RECEIPT_ ACCOUNTING_DISCRETIONARY ORA_ CSE_ASSET_ ADMINISTRATOR_JOB ORA_ CST_ COST_ACCOUNTANT_JOBORA_ DOO_ ORDER_ADMINISTRATOR_ JOBORA_ DOO_ ORDER_MANAGER_JOB ORA_EGI_ PRODUCT_ DATA_STEWARD_JOB ORA_ EGP_PRODUCT_ MANAGER_JOBORA_ ENQ_ QUALITY_ANALYST_JOB ORA_ ENQ_QUALITY_ ENGINEER_JOBORA_ FOS_ SUPPLY_CHAIN_ CONTROLLER_JOBORA_ INV_ INVENTORY_MANAGER_JOB ORA_INV_ WAREHOUSE_MANAGER_JOB ORA_MNT_ MAINTENANCE_MANAGER_JOB ORA_MNT_ MAINTENANCE_TECHNICIAN_JOB ORA_ MSC_BACKLOG_ MANAGER_JOBORA_ MSC_ DEMAND_ AND_SUPPLY_ PLANNER_JOBORA_ MSC_ DEMAND_PLANNER_JOB ORA_MSC_ MATERIALS_PLANNER_JOB ORA_MSC_ REPLENISHMENT_PLANNER_JOB ORA_ MSC_SALES_ AND_ OPERATIONS_PLANNER_JOB ORA_MSC_ SUPPLY_ CHAIN_PLANNER_JOB ORA_RCL_ FIELD_ SERVICE_ADMINISTRATOR_ JOBORA_ VCS_ SUPPLY_ CHAIN_COLLABORATION_ PLANNER_JOB ORA_ WSH_ SHIPPING_MANAGER_JOB

/ Shared/ Functional Setup

BI_ FSM_ REPORTING_ DUTY

Functional Setups FolderReporting Duty *Not inheritedby Custom BI Web catReporting Duty

ORA_ ASM_ APPLICATION_IMPLEMENTATION_CONSULTANT_ JOB

/ Shared/ Security

FBI_ SECURITY_TRANSACTION_ANALYSIS_DUTY

Security Transaction AnalysisDuty *Not inherited byCustom BI Web cat ReportingDuty

ORA_ FND_ IT_ SECURITY_MANAGER_JOB



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Predefined Catalog LockdownIf you try to modify the predefined catalog content including folder permissions, you get an alert indicating that you'renot allowed to modify content and asking that you save your own content in the /Shared/Custom folder.

Here are a few things to know about catalog folders:

• You must save all modified content in the /Shared/Custom folder or in new folders in the /Shared folder.

• Existing modified content in the /Shared/Custom folder or custom folders in the /Shared folder and theirsubfolders is preserved. If you have modified the content in the predefined catalog folders, all changes are lostduring any upgrade. To preserve content, archive your catalog content and unarchive it in the Shared/Customfolder after upgrade.

• All existing content in parent folders in the /Shared folder is preserved.

• You can't change folder or object permissions on the predefined catalog folders or content. For example, youcan't change folder permissions to hide folders or objects.

Related Topics• Role Inheritance• Archive and Move Analytics

Scheduling Analytics and Reports

How You Set Up Reports to Run as Scheduled ProcessesYou can create a job definition for predefined or modified reports so that users can run them as scheduled processes.Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create jobdefinitions. Otherwise, users can open reports (which are set up to be run online) through the Reports and Analyticswork area or panel tab, or open and schedule them from the business intelligence catalog.

General Job Definition InformationThis table describes the general information to enter for your job definition.

Field What You Enter

Job Type

BIPJobType

Report ID

The path to the report in the catalog, starting with the folder beneath Shared Folders, forexample: Custom/ <Family Name>/ <Product Name>/<Report File Name>.xdo. Make sure to include the .xdo extension for the report definition.

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Field What You Enter

Default Output

A default output format.

ParametersYou can define parameters to be available to users when they submit scheduled processes based on your job definition.When users run the scheduled process, the values they enter for the parameters:

• Are passed to the data model that the report is using.

• Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model. For example, the datamodel has parameters in this order:

• P_START_DATE

• P_END_DATE

• P_CURRENCY

You create parameters as follows:

• Start Date

• End Date

• Currency

Note: Because you define parameters using the list of values sources from the Define Custom Enterprise SchedulerJobs task, you should not define lists of values in the data model.

User PropertyThe only user property you must define is EXT_PortletContainerWebModule. Only lists of values associated with theapplication that you select are made available for parameters in this job definition.

Related Topics

• Modify Data Models

• Create Reports

Set Up Reports for SchedulingYou can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes andother work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work areaand panel tab, then you must configure properties for the corresponding reports.

Enabling a Report for SchedulingTo enable scheduling in the Reports and Analytics work area and panel tab:

1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.2. Click Properties.

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3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job PackageName

The path for the job definition, for example: / oracle/ apps/ ess/<product family>/<product>/ <business area>/ Jobs

Enterprise Scheduler Job DefinitionName

The job definition name (not display name), for example: ABCDEFG

Related Topics• Set Up the Reports and Analytics Panel Tab• How You Access and Modify Report Components

Schedule Analytics, Dashboard Pages, and Briefing BooksAnalytics, dashboard pages, and briefing books can be scheduled to run when you need them. You can also scheduleother automated tasks, for example to deliver results to specific recipients, send notifications, or to generate a list ofchanges implemented today using the CURRENT_DATE repository variable. You create what's called an agent to set thisall up for an analysis, dashboard, or briefing book. The agent itself is saved as an object in the business intelligence (BI)catalog.

Create an Agent

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other workareas.

2. Click the Browse Catalog button.3. Click New and select Agent in the Actionable Intelligence section.4. Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard page, or

briefing book to run. Browse for the analysis, dashboard page, or briefing book, which must be specified togenerate an attachment.

5. Save the agent in My Folders.

Note: To edit an agent, browse the BI catalog to find the agent.

Schedule ReportsReports can run based on a schedule that you define. You can set up other automated tasks, for example to deliverresults to specific recipients or send notifications. You submit a report with the schedule and criteria for otherautomated tasks defined.

If a report is set up as a scheduled process, you submit the process as you would any scheduled process. You canschedule them from:

• Any work area where there is a link to the report.

• The Scheduled Processes work area, where you can submit all processes that you have access to.

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• The Reports and Analytics work area or panel tab, if the report is set up for submission from there.

Submitting a Report or Scheduled ProcessFollow these steps:

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other workareas where you can find the report.

2. Click the name of your report.3. Click Schedule if the option is there. The report is set up as a scheduled process.

a. Enter any parameters to avoid unnecessarily large results.b. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer),

or define criteria for sending notifications.4. If you don't see Schedule, then click View.

a. Click the Actions button for the report and select Schedule.b. Enter information similar to step 3.

Related Topics

• Overview of Scheduled Processes

• View Status and Other Details for Scheduled Processes

• Submit Scheduled Processes and Process Sets






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Chapter 4Maintenance and Migration

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4 Maintenance and Migration

How to Manage Financial Reporting Studio VersionsYou could run into issues with Financial Reporting Studio reports if the Financial Reporting Studio version on your clientis different from the Financial Reporting server version in the application. You must therefore manage the FinancialReporting Studio client version during the course of the regular Oracle Fusion Applications Cloud updates.

Using Financial Reporting Studio Between Test and Production UpdatesYour test environment is always updated before your production environment.

During this period, the version of the Financial Reporting server on your test environment may be different than theversion on your production environment. When this happens, the existing Financial Reporting Studio client currentlyinstalled on your computer may not work with your test environment due to the version mismatch between its serverand client. Thus, during this period, you must uninstall and reinstall the Financial Reporting Studio client from the testor production environment accordingly, depending on which environment you work on, to ensure the client versionmatches the server version.

Using Financial Reporting Studio After the Production UpdateAfter the production environment is updated, the Financial Reporting Studio versions for the test and productionenvironments will be the same.

If you already installed Financial Reporting Studio from the test environment, you won't have to make any changes.Otherwise, you should immediately uninstall, download, and reinstall Financial Reporting Studio from the financialreporting workspace in the production environment.

Comparing the Client and Server VersionsTo compare the Financial Reporting Studio client version with the Financial Reporting server version, perform thefollowing steps:

1. Launch Financial Reporting Studio.2. From the Help menu, select About Reporting Studio.3. Compare the Oracle Hyperion Financial Reporting version with the Report Server Version to confirm that

they match.



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The following figure shows an example of the Financial Reporting Studio window with matching client and serverversions. The Oracle Hyperion Financial Reporting version is 11.1.2.4.505 and the Report Server Version is11.1.2.4.560.0505.

You can also check the server version from the Help menu of the financial reporting workspace.

1. From the Financial Reporting Center, select the Open Workspace for Financial Reports task.2. From the Help menu, select About Oracle Enterprise Performance Management System Workspace.3. Click Show Details.

The following figure shows an example of the Enterprise Performance Management System Workspace window withthe report server version.



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Installing Financial Reporting StudioPerform the following prerequisite steps:

1. Uninstall the previous version, if any, using the Windows Control Panel.2. Delete the existing directory structure. For example, C:\Oracle\Middleware\EPMSystem11R1\products

\FinancialReportingStudio.3. Restart your computer.

Download the version of the Financial Reporting Studio from that environment's workspace:

1. Navigate to the Financial Reporting Center and select the Open the Financial Reporting Workspace task.2. From the menu, select Tools > Install > Financial Reporting Studio and save the file.3. Right-click the executable file and select Run as administrator.

Caution: Don't close the command window that appears near completion. It will automaticallyclose itself.



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The following figure shows an example of the command window that appears while the executable file is running.

4. Click Finish on the install window after the command window closes.

Lastly, when designing reports, you can't design a Financial Reporting Studio report using a client version that's higherthan the report server version, and then export or import the report to a lower client version level. The report may notwork.

How to Tune Performance for Analytics and ReportsWhen you create analyses and reports, don't use blind queries and include sufficient filters when creating analytics orreports with hierarchies.

Blind QueriesAvoid blind queries because they're run without filters and fetch large data sets. Performance can be an issue withthese queries and can easily overload the application. All queries on large transactional tables must be time bound. Forexample, include a time dimension filter and additional filters to restrict by key dimensions, such as worker. Apply filtersto columns that have database indexes in the transactional tables. This ensures a good execution plan is generated forthe query from the BI Server.

Hierarchies and TreesQueries on trees and hierarchical dimensions such as manager can have an impact on performance. The BI Server usesa column-flattening approach to quickly fetch data for a specific node in the hierarchy. But, because there is no pre-aggregation for the different levels of the hierarchy, it's important to carefully craft any query involving hierarchies toensure that enough filters are applied to keep the result set small.



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Review SQL Statements Used in AnalysesYou can review logical and physical SQL statements using either of the following procedures.

Logical and Physical SQLLogical SQL is non-source specific SQL that's issued to the Oracle BI Server for an analysis. Logical queries use columnnames from the subject areas in the Presentation Layer in the repository (RPD) metadata. Based on the logical request,the BI Server issues optimized source-specific SQL to the actual data sources in the Physical Layer of the metadata. Ifyou have administrative privileges, you can review both logical and physical SQL for analyses.

Edit Mode

1. Open the analysis in Edit mode and click the Advanced tab.2. In the SQL Issued section, review the logical SQL statement.

Administration Page

1. On the Administration page, in the Session Management section, click the Manage Sessions link.

Note: You must be a Business Intelligence Administrator to access the Administration and ManageSessions page.

2. On the Manage Sessions page, in the Action column, click the View Log link to review the SQL statement.

Archive and Move AnalyticsYou can archive your analytic objects and move them to a new location. You can bundle the whole catalog, specificfolders, or multi-component objects as a .catalog file and upload the file to unarchive its data in another location.

Note: It's important to note that folders that contain seeded content should not be changed. Moving or adding a childfolder to a seeded folder results in analytics not being visible in dashboards or infolets.

Create an Archive

1. Locate the object in the catalog.2. Select More and then select Archive.3. In the Archive dialog box, select one or more of the following options:

◦ Keep Permissions: Maintain the object or folder's existing permissions. If you don't select this, thearchiving process doesn't include any permissions. Once unarchiving, the parent folder's permissions areassigned to all of the objects and folders.



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◦ Keep Time stamps: Maintain the Creation Time, Last Modified, and Last Accessed times assigned tothe object or folder. Upon unarchiving, the Last Modified time is updated to indicate the time when theobject or folder is unarchived. If you select this option, the Old option in the Paste Overview area of thePreferences dialog box is available when unarchiving. Use the Old option to overwrite existing catalogitems older than the items in the archive.

If you don't select this option, then the archiving process doesn't include time information and the Oldoption in the Paste Overview area of the Preferences dialog box isn't available.

4. Click OK to download the archive file.

Move an Archived Object to a New Location

1. Select the folder in the catalog where you want to upload the archived file.2. In the Tasks pane click Unarchive.3. In the Unarchive dialog box, browse for and select the archive file.4. Use the Replace option to specify whether to replace an existing folder or object with the same name.

◦ All: Replace any existing folders or objects with the same names as folders or objects included in thearchive file that you're uploading.

◦ Old: Replace folders or objects except those folders or objects that exist, unless they're older than thesource.

◦ None: Add any new folders or objects, but preserve any existing folders or objects.

◦ Force: Add and replace all folders or objects.

5. Use the Access Control Lists option to specify how the folders or objects are assigned permissions using AccessControl Lists Access when unarchived.

◦ Inherit: Inherits the folder or object's permissions from its new parent folder.

◦ Preserve: Preserves the folder or object's permissions as it was in the original, mapping accounts asnecessary.

◦ Create: Preserves the folder or object's permissions as it was in the original, creating and mappingaccounts as necessary.

6. Click OK.

FAQs

How can I migrate Financial Reports from one environment toanother?You can export your financial reports from a source environment and import them to a target environment usingimplementation projects.

Only the financial reports in the /shared/Custom/Financials folder are exported, so make sure to copy all thefinancial reports, or the folders containing them, to this folder. In the Setup and Maintenance work area, create animplementation project that includes only the Create Financial Statements task. Then use the Manage ConfigurationPackages task to export and import the reports.



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Note: For the Financial Reporting report definition migration service, from a source to a target environment,references to version IDs of dimension members hierarchies are synchronized to their version IDs in the targetenvironment.

Related Topics

• How You Use Implementation Projects to Manage Setup

• Setup Data Export and Import Using Implementation Project

• Export Setup Data Using Implementation Project

• Import Setup Data Using Implementation Project







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Glossary

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Glossaryanalysis

A selection of data displayed in one or more views, such as a table or chart, to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decisionmaking.

briefing book

A collection of static or updatable analyses or dashboard pages that you can download, print, and share with others.

business intelligence catalog

The repository where all business intelligence objects, including analyses, reports, briefing books, and agents, arestored. The catalog contains separate folders for personal, shared, and modified objects.

cube

A block of data that contains three or more dimensions. An Essbase database is a cube.

dashboard

A collection of analyses and other content that gives in-depth insight to help with business decisions.

data model

The metadata that determines where data for a report comes from and how that data is retrieved.

job definition

The metadata that determines what a job does and what options are available to users when they submit the scheduledprocess. A job is the executable for a scheduled process.

report

An output of select data in a predefined format that's optimized for printing.

scheduled process

A program that you run to process data and, in some cases, generate output as a report.

work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.


Glossary

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