Oatbi

Oracle
Applications Cloud
Administering Analytics and Reports
Release 12

Oracle® Applications Cloud Administering Analytics and Reports
Part Number E73141-01
Copyright © 2011-2016, Oracle and/or its affiliates. All rights reserved.
Author: Dan Hilldale
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Oracle Applications Cloud
Contents
Preface i
1 Introduction 1
Analyses and Reports: Administrative Overview ........................................................................................................ 1
Tools for Administering Analyses and Reports: Explained ......................................................................................... 1
Business Intelligence Catalog: Explained ................................................................................................................... 1
Define Transactional Business Intelligence Configuration: Overview ........................................................................... 3
2 Configuring Flexfields for Business Intelligence 5
Configuring Flexfields for Use in Analyses: Overview ................................................................................................. 5
Configuring Key Flexfields for Transactional Business Intelligence ............................................................................. 5
Configuring Descriptive Flexfields for Transactional Business Intelligence ................................................................. 10
Configuring Extensible Flexfields for Transactional Business Intelligence .................................................................. 12
Importing Changes to Flexfields Automatically ........................................................................................................ 13
Disabling Flexfields as BI-Enabled ........................................................................................................................... 15
Dimensions Supported by Descriptive Flexfields ...................................................................................................... 16
3 Managing Reports and Analyses 31
Managing Folders ................................................................................................................................................... 31
Moving Analyses and Reports: Procedure .............................................................................................................. 32
About Warehouse Column Errors in Transactional Analyses .................................................................................... 33
Row Limits in Analyses ........................................................................................................................................... 33
Mapping to Work Areas .......................................................................................................................................... 34
Scheduling .............................................................................................................................................................. 35
Clearing the OTBI Server Cache ............................................................................................................................. 37

4 Administering Business Intelligence Publisher Reports 39
Managing Report Delivery Servers: Overview .......................................................................................................... 39
Navigating to the Oracle BI Publisher Administration Page: Procedure .................................................................... 39
Configuring Report Delivery Servers: Procedure ...................................................................................................... 40
Understanding the Report and Delivery Processors: Overview ................................................................................ 40
Managing Report Processing and Delivery Server Load: Procedure ........................................................................ 40
Diagnosing Report Processing Issues: Procedure ................................................................................................... 41
Configuring System Properties for Reports: Procedure ........................................................................................... 41
Uploading PGP Public Key Files to GPG Keystore: Procedure ................................................................................ 42

Preface
i
Preface
This preface introduces information sources that can help you use the application.
Oracle Applications Help
Use the help icon to access Oracle Applications Help in the application. If you don't see any help icons on your page,
click the Show Help icon in the global area. Not all pages have help icons. You can also access Oracle Applications Help
at https://fusionhelp.oracle.com.
Using Applications Help
Watch: This video tutorial shows you how to find help and use help features.

Additional Resources
• Community: Use Oracle Applications Customer Connect to get information from experts at Oracle, the
partner community, and other users.
• Guides and Videos: Go to the Oracle Help Center to find guides and videos.
• Training: Take courses on Oracle Cloud from Oracle University .
Documentation Accessibility
For information about Oracle's commitment to accessibility, see the Oracle Accessibility Program .
Comments and Suggestions
Please give us feedback about Oracle Applications Help and guides! You can send e-mail to:
oracle_fusion_applications_help_ww_grp@oracle.com.

Preface
ii

Chapter 1
Introduction
1
1 Introduction
Analyses and Reports: Administrative Overview
Analyses and reports in Oracle Applications Cloud are built using Oracle Business Intelligence (BI) tools and technologies,
which you also use for administration and setup. Oracle Business Intelligence provides several tools and different 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 and
dashboards 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 embedded into
an application page, or included as a component of a dashboard. Analyses are generally interactive, allowing users
to customize 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 reporting
includes the generation of high-volume business documents such as payroll and invoices. Oracle Business Intelligence
Publisher is the tool for operational reporting, and many predefined reports may be provided with your applications.
Tools for Administering Analyses and Reports: Explained
You can use several different tools to manage and administer analyses and reports.
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 to manage
permissions, properties, and the organization of your analyses and reports.
• Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to the running
and scheduling of operational reports, such as setting up your delivery servers, managing scheduler work load, and
setting run-time properties for reports.
• Use the Oracle BI Administration Tool to edit the Oracle BI repository (RPD), which contains the metadata upon
which reports and analyses are built. The Administration Tool is a Windows application that you use to edit the RPD
based on your requirements.You can use the Administration Tool to perform data modeling tasks such as adding
new fact or dimension tables, reorganizing Presentation layer metadata, and creating BI view objects for tables. This
tool isn't available in Oracle Cloud implementations.
• Use the Catalog Manager to perform online and offline management of the catalog. Tasks that you can perform
with the tool include managing folders, shortcuts, global variables, and Oracle BI objects such as analyses, filter,
prompts, and dashboards; viewing and editing catalog objects in XML, and searching for and replacing catalog text.
This tool isn't available in Oracle Cloud implementations.
• Use the Oracle Enterprise Manager Cloud Control to monitor your IT environment unattended. It's delivered with a
predefined set of performance and health metrics that enable you to monitor key environment components, access
real-time performance charts, and perform strategic tasks such as trend analysis and reporting. This tool isn't
available in Oracle Cloud implementations.

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Introduction
2
Business Intelligence Catalog: Explained
Reports, analyses, dashboards, and other business intelligence (BI) objects are stored and administered in the business
intelligence catalog.
Navigating to the Catalog
To navigate to the catalog:
1. Click Reports and Analytics under Tools in the Navigator.
2. In the Reports and Analytics pane, click the Browse Catalog icon.
Identifying Objects in the Catalog
The catalog stores the BI objects in a directory structure of individual files, organized by product family.
BI objects and reports are organized in the following folder hierarchy:
• Shared Folders (top level)
• 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 primarily by dashboards.

Report Components folder

Dashboard

Dashboards organize analytical content
and catalog objects, and present them in a
meaningful way.

Reporting group folder

Dashboard Prompt

Dashboard prompts allow users to filter
dashboard content using provided values.

Prompts folder

Filter

Filters are used in dashboards and analyses.

Prompts folder

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Introduction
3
Catalog Object Description Location
Report

Reports are operational reports created in
Business Intelligence Publisher.


Data Model

Subtemplates are used by reports created in

Data Models folder

Subtemplate

Data models are used by reports created in


Define Transactional Business Intelligence Configuration:
Overview
Use the Define Transactional Business Intelligence task list in the Setup and Maintenance work area to complete configuration
of business intelligence in your application. Some tasks in this task list are performed during Oracle Applications Cloud
provisioning and require no further action from you. The Define Transactional Business Intelligence Configuration task list
includes the following tasks:
• Optimize Transactional Business Intelligence Repository
Trim unused projects from the business intelligence repository based on configured Oracle Applications Cloud
offerings. This optimization is automated during the provisioning process and requires no further action from you.
• Manage Transactional Business Intelligence Connections
Review data source connections in the physical layer of the business intelligence repository. Connections are set up
and reviewed during the provisioning process, and this task requires no further action from you.
• Manage Security for Transactional Business Intelligence
Review security for business intelligence users. The default security configuration can be modified. Refer to the
security documentation for your cloud services to review or change the default user security model.
• Configure Key Flexfields for Transactional Business Intelligence
Define the key flexfield segments and validation for use as classification keys. You must define these key flexfields for
Oracle Fusion Transactional Business Intelligence to operate correctly.
• Configure Descriptive Flexfields for Transactional Business Intelligence
Define validation and display properties of descriptive flexfields, which are used to add custom attributes to entities.
You enable and import flexfields for use in analyses.
• Import Essbase Cubes into Transactional Business Intelligence Repository for Financials General Ledger
Import Essbase cubes into the business intelligence repository. You must perform this task if you're using Oracle
Fusion General Ledger.
• Manage User Currency Preferences in Transactional Business Intelligence
Manage user currency preferences, which control regional currency settings, currency used in reports, and
corporate currency.

Chapter 1
Introduction
4
Related Topics
• Essbase Rule File and Cubes: Overview
• Configuring Flexfields for Use in Analyses: Overview
• Configuring Descriptive Flexfields for Transactional Business Intelligence: Overview
• Importing Flexfield Changes: Overview
• Setting Currency Preferences for Analytics

Chapter 2
Configuring Flexfields for Business Intelligence
5
2 Configuring Flexfields for Business
Intelligence
Configuring Flexfields for Use in Analyses: Overview
Flexfields are extensible sets of placeholder fields associated with business objects which can be placed on application
pages. You can use flexfields to extend business objects and meet your data management requirements without changing
the data model or performing any database programming. To include flexfields you have used for extension or customization
for 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 Human Capital
Management Cloud. For Oracle Sales Cloud, the Extensibility Framework supports extension.
Flexfield Types
The following types of flexfields are available and provide a means to customize application features without programming:
• Descriptive
• Extensible
• Key
Depending on the flexfield type, business intelligence enablement is performed differently and has different requirements.
Once they are enabled for business intelligence, you can import any changes made to flexfields automatically using an import
scheduled process.
Configuring Key Flexfields for Transactional Business
Intelligence
Enabling Key Flexfields for Business Intelligence Reporting: Procedure
To include flexfields in your Transactional Business Intelligence reporting, you must enable them for Business Intelligence.
Extensibility of analysis using flexfields is used for Enterprise Resource Planning and Human Capital Management. For
Customer Relationship Management, the Extensibility Framework supports this.
To designate key flexfields as BI-enabled:
1. Navigate to Manage Key Flexfields in Oracle Applications Cloud.
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 to display the Edit Key Flexfield Structure Instance dialog box.

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6
6. Select the BI Enabled option, then click OK.
7. For each flexfield segment instance, repeat steps 5 through 6.
8. Click Save.
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 newly created
segment label to the appropriate segment in the Chart of Accounts.
d. Click Deploy Flexfield.
e. Click Save and Close.
Related Topics
• Enabling Key Flexfield Segments for Business Intelligence: Points to Consider
Supported Key Flexfields: Overview
Key flexfields 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 - Cost Center

Dim - Natural Account

Payroll

Costing

Dim - Costing Segments

Supply Chain Management

Locator

Dim - Inventory Org

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Product Area Key Flexfield Dimension
Supply Chain Management

Item Category

Dim - Item

Revenue Management

Pricing Dimensions (VRM)

Dim - VRM Segment

Budgetary Control

Budgeting (XCC)

Dim - XCC Segment

Mapping Non-Qualified Segments to BI Objects: Procedure
To map non-qualified segments that need to be mapped and used in analysis, create a new label and associate a BI object
with the label. Associate this new segment label with the segment code.
To map non-qualified segments to BI objects:
1. From Manage Key Flexfields, search for the appropriate key flexfield code.
2. From the Actions menu, select Manage Segment Labels.
3. Click the Add Row icon.
4. 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

5. Complete the mapping by assigning unique segment labels to the key flexfields.
Setting Up the GL Accounting Flexfields: Procedure
This is the workflow for setting up Accounting key flexfields, but these steps also apply for other key flexfields.
• 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

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Understanding Accounting Key Flexfields
The 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 attached to it
to provide formatting and validation of the set of values used with that segment. The combination of segments creates the
account combination used for recording and analyzing financial transactions. You must set up your Chart of Accounts (COA)
as part of implementing Oracle Applications Cloud.
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 account
combination 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 Tree value object or
from a Value Set value object depending on whether a tree was associated with the segment in the Oracle Applications Cloud
setup:
• For each segment associated with trees, two value objects are generated (Tree and TreeCode) with the following
naming structure:
FscmTopModelAM.AccountBIAM.FLEX_TREE_VS_segmentlabel_VI &
FscmTopModelAM.AccountBIAM.FLEX_TREECODE_VS_segmentlabel_VI
• For each segment without trees, one view object are 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 this view
object, named FA_COST_CTR_ and FA_COST_CTR_c.
Identifying Accounting Key Flexfield Segments
Identify and map segments of the chart of accounts.
For each Chart of Accounts (Accounting Key Flexfield) used to analyze Transactional Business Intelligence facts, identify the
segments of the chart of accounts and map them to the Transactional Business Intelligence GL Accounting Segment logical
dimensions.
Accounting Key Flexfield Segment Segment Label Transactional Business Intelligence GL
Accounting Segment Logical Dimension
Balancing

GL_BALANCING


Natural Account

GL_ACCOUNT

Dim - Natural Account Segment

Cost Center

FA_COST_CTR

Dim - Cost Center

Other segments to be equalized across the
charts of accounts
Other unique segment label

Dim - GL Segment n where n is an integer
from 1 to 10

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

Assigning Unique Segment Labels
You must assign a unique segment label to the charts of accounts segments that are the balancing segments or the natural
account segments, and that are used for specific purposes.
For example, assign the Primary Balancing segment label to the segment used for your company or legal entities in order to
provide a correct recording of intercompany transactions and company analysis. You can assign other segment labels when
required.
To assign unique segment labels to charts of accounts segments:
1. Launch the Manage Charts of Accounts task and then navigate to the Manage 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 window
6. 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, and click the right arrow 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 Flattening
Column flattening of trees is required in order for OTBI hierarchy analyses to be populated with correct data.
To flatten columns for account hierarchies:
1. Launch Manage Trees and Tree Versions and navigate to the Manage 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 is Draft, 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 before
launching the flattening job. Select Actions and then Audit. See the section on working with Trees in the
Developer's Guide.
5. Choose Column Flattening from the Actions drop-down 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-Enabled
Specify the applicable chart of accounts segment instances that are BI-enabled to make them available for use in
Transactional 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 the
Manage 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 the Accounting
Flexfield and make the latest definition available for use.
Deploying Accounting Key Flexfields
After 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, the structure
instances, or the value sets.
• Patched: The flexfield definition has been modified through an update, but the flexfield has not yet been deployed 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. Access Manage Chart of Accounts from Setup and Maintenance work area.
2. Click Search.
3. Locate the Deployment Status column.
4. Click the icon under the heading.
5. Select Edited.
6. Click Deploy Flexfield.
7. Monitor the Deployment Status and when it reaches 100% click OK.
8. Verify that a green check mark displays in the Deployment Status column.
9. Click Done.
Related Topics
• Specifying Performance Options for a Tree Structure: Points to Consider
• Deploying Flexfields Using the Command Line: Explained

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Configuring Descriptive Flexfields for Transactional
Business Intelligence
Configuring Descriptive Flexfields for Transactional Business
Intelligence: Overview
Configure 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 may make
an asset form heavy and unmanageable. However, the user still needs to access those details and therefore, they must 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 custom attributes to entities and to define validation and display properties
for them. A descriptive flexfield is a logical grouping of attributes (segments) that are mapped to a set of extension columns
which are shipped as part of Oracle Applications Cloud tables.
Configuring Descriptive Flexfield Segments: Procedure
If a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments for Oracle
Business Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for Business Intelligence.
Configuring a Descriptive Flexfield Segment
If a descriptive flexfield is enabled for Oracle Business Intelligence, you can enable global and context segments for Oracle
Business Intelligence, and you can select segment labels. Not all descriptive flexfields are supported for Business Intelligence.
To configure available descriptive flexfield segments:
1. Navigate to the Setup and Maintenance window.
2. Navigate to the Manage Descriptive Flexfields window.
3. If the BI Enabled option is cleared, select it.
4. Select the options for deployment of the descriptive flexfields.
Setting Descriptive Flexfields as BI-Enabled: Procedure
If a descriptive flexfield is already defined, you can enable it for use in Business Intelligence reports. Not all descriptive
flexfields are supported for Business Intelligence.
Setting a Flexfield as BI-Enabled
1. Navigate to Setup and Maintenance work area.
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.

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5. Click OK.
6. Click Save.
Configuring Extensible Flexfields for Transactional Business
Intelligence
Configuring Extensible Flexfields: Procedure
You can use extensible flexfields to configure more segments.
An extensible flexfield is similar to a descriptive flexfield in that it provides a customizable expansion space that you can use
to configure additional attributes (segments) without additional programming. As with descriptive flexfields, each segment is
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 Contexts
You 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 as contexts. 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 extensible flexfields
in analyses, you need to deploy them and then run the BI Extender Essbase scheduled process.
Configuring Extensible Flexfields
To configure extensible flexfields:
1. Open the Manage Extensible Flexfield task in the Setup and Maintenance work area.
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: Explained

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Setting Extensible Flexfields as BI-Enabled: Procedure
Extensible flexfields are BI enabled if at least one segment in a context is BI enabled.
Setting Extensible Flexfields as BI-Enabled
To set extensible flexfields as BI-enabled:
1. Navigate to Setup and Maintenance.
2. Navigate to Manage Extensible Flexfields.
3. Enter the extensible flexfield name; for example, Organization Information EFF.
4. Select the applicable extensible flexfield, and then click Edit.
5. Select the applicable Category. The category contexts are populated automatically.
6. Click Manage Contexts
7. In the Edit Context page, select the applicable Context, and then click Edit.
8. Select the applicable Segment, and then click Edit.
9. In the Edit Segment page, select the BI Enabled check box at the bottom of the screen.
10. Click Save.
Essbase Rule File and Cubes: Overview
Generate 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 Conditions
The 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 with more
details.
• COMPLETED_NO_EXTENSION_NEEDED: No new Flex changes were detected in any of the Oracle Applications
Cloud sources; because the RPD is already synchronized with all Flex changes, no changes were made in the RPD.
• COMPLETED: The RPD was successfully updated with Flex changes and uploaded into the Oracle Business
Intelligence server.
• FAILED: Error conditions exist which require manual intervention.
Related Topics
• Submitting Scheduled Processes and Process Sets: Procedure
Importing Changes to Flexfields Automatically

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Importing Flexfield Changes: Overview
You can use the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduled process to import
your flexfield changes.
Use the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduled process to automatically
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 extensible data,
including data in descriptive flexfield segments, key flexfield segments, and General Ledger balances in Essbase cubes.
If you have changes to key flexfields and descriptive flexfields, you can import all the changes in the same scheduled process.
This is an Oracle Applications Cloud scheduled process; it is not related to BI Applications. Detailed information on this
process can be found in Oracle Applications Cloud documentation.
Note: We strongly recommend that you backup the Oracle Business Intelligence Enterprise Edition prior to
importing any flexfield changes. Running the process disconnects all users from the server. You should not run
this process when maintenance operations or system updates are being performed on the server.
Running the Import Scheduled Process: Procedure
To import changes, run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence scheduled process.
Running the Job
To 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 Conditions
When the process is finished, the biExtenderCMDUtility.jar writes the status of the process into the JNDI file
ess_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 with more
details.
• COMPLETED_NO_EXTENSION_NEEDED: No new Flex changes were detected in any of the Oracle Applications
Cloud sources; because the Oracle Business Intelligence is already synchronized with all Flex changes, no changes
were made in the Oracle Business Intelligence.

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• COMPLETED: Oracle Business Intelligence was successfully updated with Flex changes and uploaded into the
Oracle Business Intelligence Server.
• COMPLETED: PROCESS_ERRORS: Oracle Business Intelligence was updated with the Flex changes but with some
warnings that require manual intervention.
• FAILED: Error conditions exist that require manual intervention.
Successful Import Process
If 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.
Disabling Flexfields as BI-Enabled
Overview
If 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 no longer
needed.
Note: If you are considering disabling flexfields, keep in mind that any flexfields created in Oracle Applications
Cloud must be designated as BI-enabled to be exposed in Transactional Business Intelligence. If you disable
a flexfield, it cannot be deployed. Also, error conditions may occur if you disable a descriptive flexfield that
has been implemented in BI Applications. If error conditions arise from disabling flexfields as BI-enabled,
troubleshooting the errors can be difficult and time-consuming.
Disabling Key Flexfields as BI-Enabled: Procedure
If you are considering disabling key flexfields, keep in mind that any flexfields created in Oracle Applications Cloud must be
designated as BI-enabled to be exposed in Transactional Business Intelligence.
Disabling Key Flexfields
To disable key flexfields as BI-enabled:
1. Navigate to Manage Key Flexfields .
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.

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7. Click OK, then Save.
Disabling Descriptive Flexfields as BI-Enabled: Procedure
If you are considering disabling descriptive flexfields, keep in mind that any flexfields created in Oracle Applications Cloud
must be designated as BI-enabled to be exposed in Transactional Business Intelligence.
Disabling Descriptive Flexfields
To disable descriptive flexfields as BI-enabled:
1. Navigate to Setup and Maintenance.
2. Navigate to the Edit Descriptive Flexfields window.
3. Enter the Descriptive Flexfield Name.
4. Deselect the BI Enabled option on the desired descriptive flexfields.
5. Click OK, then Save.
Disabling Extensible Flexfields as BI-Enabled: Procedure
If you are considering disabling extensible flexfields, keep in mind that any flexfields created in Oracle Applications Cloud must
be designated as BI-enabled to be exposed in Oracle Transactional Business Intelligence.
Disabling Extensible Flexfields
To disable extensible flexfields as BI-enabled:
1. Navigate to Setup and Maintenance, then Manage Extensible Flexfields.
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 displayed at the bottom of the screen.
9. Click Save.
Dimensions Supported by Descriptive Flexfields

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Financials Descriptive Flexfields for Business Intelligence
This table shows the Financials product area dimensions supported by descriptive flexfields.
DFF Code Dimension Name
AP_CHECKS

Dim - AP Disbursement Details

AP_HOLDS

Dim - AP Hold Details

AP_ INVOICE_ DISTRIBUTIONS

Dim - AP Transaction Details

AP_ INVOICE_LINES


AP_INVOICES


AP_ PAYMENT_ SCHEDULES

Dim - AP Payment Schedule Details

AP_TERMS_B

Dim - AP Terms

AR_ADJUSTMENTS

Dim - AR Adjustment Details

AR_ APPROVAL_ ACTION_ HISTORY

Dim - AR Adjustment Approval Action History Details

AR_ CASH_RECEIPTS

Dim - AR Standard Receipt Details

AR_ MISC_ CASH_ DISTRIBUTIONS

Dim - AR Miscellaneous Receipt Details

AR_ PAYMENT_ SCHEDULES

Dim - AR Payment Schedule Details

AR_ RATE_ ADJUSTMENTS

Dim - AR Receipt Rate Adjustment Details

AR_ RECEIPT_ CLASSES

Dim - AR Receipt Method

AR_ RECEIPT_ METHODS

Dim - AR Receipt Method

AR_ RECEIVABLE_ APPLICATIONS

Dim - AR Standard Receipt Details

AR_ REVENUE_ ADMUSTMENTS

Dim - AR Revenue Adjustment Details

CE_ BANK_ACCOUNTS

Dim - CE Bank Accounts

CE_ EXTERNAL_ TRANSACTIONS

Dim - CE External Cash Transaction Details

CE_ STATEMENT_ HEADERS Dim - CE Bank Statement Details

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CE_ STATEMENT_ LINES

Dim - CE Bank Statement Details

FA_ADDITIONS

Dim - Fixed Asset

FA_ ASSET_ INVOICES

Dim - Asset Source Lines Details

FA_ BOOK_CONTROLS

Dim - Asset Book

FA_ CALENDAR_ TYPES

Dim - Date Fixed Assets Calendar

FA_CATEGORIES

Dim - Asset Category

FA_ CATEGORY_ BOOKS

Dim - Asset Category Book

FA_FISCAL_YEAR

Dim - Date Fixed Assets Calendar

FA_LOCATIONS

Dim - Asset Location

FA_RETIREMENTS

Dim - Asset Retirement Details

FA_ TRANSACTION_ HEADERS

Dim - Asset Transaction History Details

FUN_DIST_LINES

Dim - Intercompany Transaction Distribution Details

FUN_ TRX_BATCHES


FUN_ TRX_HEADERS


GL_ CODE_ COMBINATIONS

Dim - GL Account

GL_JE_BATCHES

Dim - GL Journal Details

GL_ JE_CATEGORIES

Dim - GL Journal Category

GL_JE_HEADERS


GL_JE_LINES


GL_JE_SOURCES

Dim - GL Journal Source

GL_LEDGERS

Dim - Ledger

GL_ PERIOD_ STATUSES Fact - Fins - GL Period Statuses

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GL_PERIODS

Dim - Date Fiscal Calendar

Payroll Developer DF

Dim - Payroll

RA_ CUST_ TRX_ LINE_GL_DIST

Dim - AR Transaction Details

RA_ CUST_ TRX_ LINE_ SALESREPS


RA_ CUST_ TRX_TYPES

Dim - AR Transaction Type

RA_ CUSTOMER_TRX


RA_ CUSTOMER_ TRX_LINES


RA_RULES

Dim - AR Accounting Rule

RA_TERMS

Dim - AR Payment Terms

RA_TERMS_LINES

Dim - AR Payment Terms

VRM_FMV_LINES

Dim - VRM FMV Line Details

VRM_ FMV_LINE_SETS

Dim - VRM FMV Set Details

VRM_ FMV_ TEMPLATES_B

Dim - VRM FMV Profile

VRM_ FMV_ TEMPL_ ASSIGNMENTS

Dim - VRM FMV Profile

VRM_ ITEM_ GROUPS_VL

Dim - VRM FMV ItemType

VRM_ MEA_RULES_VL

Dim - VRM MEA Rules

VRM_ PRICE_ EFF_ PERIODS_VL

Dim - VRM FMV Effective Period

VRM_ REV_DOCUMENTS

Dim - VRM Recognition Details

VRM_ REV_DOC_LINES


VRM_ REV_ DOC_ LINE_ SCHEDULES


VRM_ REV_ DOC_ LINE_ SPLITS_ALL


VRM_ SOURCE_ DOCUMENTS Dim - VRM Source Document Details

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VRM_ SOURCE_ DOC_LINES

Dim - VRM Source Document Details

XLA_AE_HEADERS

Dim - SLA Journal Details

XLA_AE_LINES

Dim - SLA Journal Details

XLE_ ETB_INFO_DEV

Dim - Legal Entity

XLE_ LE_ADD_INFO

Dim - Legal Entity

XLE_ LE_INFO_DEV

Dim - Legal Entity

Human Capital Management Descriptive Flexfields for Business
Intelligence
This table shows the Human Capital Management product area dimensions supported by descriptive flexfields.
ANC_ PER_ ABS_ ENTRIES_DFF

Dim - Assignment Absences Details

HRA_ DOC_TYPES_B

Dim - Document Type

HRA_EVAL_ITEMS

Dim - Performance Document Section Item

HRA_ EVAL_RATINGS

Dim - Document and Rating Details

HRA_ EVALUATIONS

Dim - Performance Document Status Details

HRA_ SECTION_ DEFNS_B

Dim - Performance Document Section

HRA_ TMPL_DEFNS_B

Dim - Performance Template

HRA_ TMPL_SECTIONS

Dim - Performance Document

HRG_ GOAL_PLANS_B

Dim - Performance Goal Plan

HRG_GOALS

Dim - Performance Goals

HRM_ PLAN_ CANDIDATES

Dim - Succession Plan Candidates

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HRR_MEETINGS

Dim - Talent Review Meeting

HRT_ CONTENT_ ITEMS_B

Dim - Content Item

HRT_ PROFILE_ITEMS

Dim - Person Profile Details

HRT_ RATING_ LEVELS_B

Dim - Rating Level

HRT_ RATING_ MODELS_B

Dim - Rating Model

PAY_ ALL_ PAYROLLS_DDF

Dim - Payroll

PER_ ABSENCE_DFF

Dim - Assignment Absences Details

PER_ACT_DFF

Dim - HR Action

PER_ ACT_LEG_DDF

Dim - HR Action

PER_ ACT_ REASONS_DFF

Dim - HR Action Reason

PER_ ADDRESSES_DFF

Dim - Worker Location

PER_ ALLOCATED_ CHECKLISTS_
DFF

Dim - Checklist Task Details

PER_ ALL_ PEOPLE_DFF

Dim - Person Details

PER_ASG_DFF

Dim - Worker Assignment Details

PER_ ASG_LEG_DDF

Dim - Worker Assignment Details

PER_ CHECKLISTS_ DFF

Dim - Checklist Task Template

PER_ CITIZENSHIPS_ DFF

Dim - Person Citizenship

PER_ CONTACT_ RELSHIPS_DFF

Dim - Person Contact Relationship

PER_ CONTRACT_DFF

Dim - Employment Contract Details

PER_ CONTRACT_ LEG_DDF

Dim - Employment Contract Details

PER_ DOCUMENTS_
OF_RECORD_DFF

Dim - Document of Record Details

PER_ DOC_ OF_ RECORD_ LEG_DDF Dim - Document of Record Details

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PER_ DRIVERS_ LICENSE_
TYPES_DFF

Dim - Person Driver License

PER_ EMAIL_ ADDRESSES_DFF

Dim - Person Email Addresses

PER_ ETHNICITIES_ DFF

Dim - Person Ethnicity

PER_ EVALUATION_ CRITERIA_DFF

Dim - Job

PER_GRADES_DFF

Dim - HR Grade

PER_ JOB_ FAMILY_DFF

Dim - Job

PER_JOBS_DFF

Dim - Job

PER_ LOCATIONS_DF

Dim - Worker Location

PER_ NATIONAL_ IDENTIFIERS_ DFF

Dim - Person National Identifiers

PER_ ORGANIZATION_ UNIT_DFF

Dim - Department

PER_ PERSONDRIVERS_ LICENSE_
LEG_DDF

Dim - Person Driver License

PER_ PERSON_ ADDR_USG_DFF

Dim - Person Address

PER_ PERSON_ ALLOCATED_
TASKS_DFF

Dim - Checklist Task Details

PER_ PERSON_ CONTACT_
RELATIONSHIP_ DDF

Dim - Person Contact Relationship

PER_ PERSON_ DLVRY_
METHODS_DFF

Dim - Person Delivery Methods

PER_ PERSON_ LEGISLATIVE_
DATA_LEG_DDF

Dim - Person Legislative Information

PER_ PERSON_ LEGISLATIVE_ DFF

Dim - Person Legislative Information

PER_ PERSON_ NAME_DFF

Dim - Person Names

PER_ PERSON_ NAME_LEG_DDF

Dim - Person Names

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PER_ PERSON_ PASSPORT_
LEG_DDF

Dim - Person Passport Details

PER_ PERSON_ TYPE_USG_DFF

Dim - Person Type

PER_ PERSON_ VISA_LEG_DDF

Dim - Person Work Permit

PER_ PERSONS_DFF

Fact - Person

PER_PHONES_DFF

Dim - Person Phones

PER_ POSITIONS_DFF

Dim - HR Position

PER_PPS_DFF

Dim - Work Relationship Details

PER_ PPS_LEG_DDF

Dim - Work Relationship Details

PER_ RATE_ VALUES_DFF

Fact - Grade Rate

PER_RATES_DF

Dim - Grade Rate

PER_ RELIGIONS_DFF

Dim - Person Religion

PER_ TASKS_ IN_ CHECKLIST_DFF

Dim - Checklist Task Template

PER_ VISA_ PERMIT_DFF

Dim - Person Work Permit

The table below lists extensible flexfields in HCM (Core HR and Payroll)
Extensible Flexfield Number of Categories Number of Contexts
PER_ JOBS_EIT_EFF

1

0 (none seeded)

PER_ LOCATION_ INFORMATION_ EFF

1

5 (none are multi-row context)

PER_ POSITIONS_ EIT_EFF

1

0 (none seeded)

PER_ PERSON_ EIT_EFF

1

9 (2 multi-row contexts)

PER_ ASSIGNMENT_ EIT_EFF

1

0

PAY_ ELEMENT_ INFORMATION_ EFF

1

0

PER_ JOBS_LEG_EFF 1 1

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Extensible Flexfield Number of Categories Number of Contexts

PER_ LOCATION_ LEG_EFF

1

5

PER_ POSITIONS_ LEG_EFF

1

0

PER_ ORGANIZATION_ INFORMATION_ EFF

9

• Category - Department 4 (1 multi-row context)

• Category - Enterprise 4 (no multi-row contexts)

• Category - Disability Organization 0

• Category - Division 1

• Category - Legal Employer 16 (2 multi-row contexts)

• Category - Professional Body 0

• Category - Payroll Statutory Unit 76 (1 multi-row context)

• Category - Reporting Establishment 1

• Category - Tax Reporting Unit 98 (3 multi-row contexts)

Incentive Compensation Descriptive Flexfields for Business
Intelligence
This table shows the Incentive Compensation product area dimensions supported by descriptive flexfields.
CN_ COMP_ PLANS_DFF

Dim - Compensation Plan

CN_ MEASURES_DFF

Dim - Performance Measure

CN_ PARTICIPANT_ DETAIL_DFF

Dim - Participant Details

CN_ PLAN_ COMPONENTS_ DFF

Dim - Plan Component

CN_ TP_ BASETRANS_DFF

Dim - Participant Transaction Details

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Procurement Descriptive Flexfields for Business Intelligence
This table shows the Procurement product area dimensions supported by descriptive flexfields.
PO_ ATTRIBUTE_ VALUES

Dim - Purchase Agreement Details

PO_ DISTRIBUTIONS

Dim - Purchase Order Details

PO_ DOCUMENT_ TYPES

Dim - Purchase Order Transaction Type

PO_HEADERS


PO_ LINE_ LOCATIONS


PO_LINE_TYPES

Dim - Purchase Line Type

PO_LINES


PO_ NOTIFICATION_ CONTROLS

Dim - Agreement Notification Controls

PON_ AUCTION_ HEADERS

Dim - Sourcing Negotiation Details

PON_ AUCTION_ ITEM_PRICES


PON_ AUCTION_ SUPPLIER_
HEADERS


POR_ REQ_ DISTRIBUTIONS

Dim - Purchase Requisition Details

POR_ REQUISITION_ HEADERS


POR_ REQUISITION_ LINES


POZ_ SUPPLIER_ SITES_ALL_M

Dim - Supplier Sites

POZ_SUPPLIERS

Dim - Supplier

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Projects Descriptive Flexfields for Business Intelligence
This table shows the Projects product area dimensions supported by descriptive flexfields.
ContractHeaderFlexfield

Dim - Project Contract

OKC_ LINES_ DESC_FLEX

Dim - Project Contract

PJB_ BILLING_ EVENTS_FLEX

Dim - Event

PJB_ INVOICE_ HEADERS_FLEX

Dim - Project Invoice Details

PJB_ INVOICE_ LINES_FLEX

Dim - Project Invoice Details

PJC_ EXP_ ITEMS_ DESC_FLEX

Dim - Project Costing Details

PJC_ TXN_ XFACE_ DESC_FLEX

Dim - Project Unprocessed Transaction Details

PJF_ CLASS_ CATEGORIES_
DESC_FLEX

Dim - Project

PJF_ CLASS_ CODES_ DESC_FLEX

Dim - Project

PJF_ EXP_ CATEGORIES_ DESC_FLEX

Dim - Financial Resource

PJF_ EXP_ TYPES_ DESC_FLEX

Dim - Financial Resource

PJF_ NONLAB_ RES_DESC_FLEX

Dim - Non Labor Resource

PJF_ PROJECT_ CLASS_ CODE_
DESC_FLEX

Dim - Project

PJF_ PROJECT_ TYPES_ DESC_FLEX

Dim - Project

PJF_ PROJECTS_ DESC_FLEX

Dim - Project

PJF_ TASK_ STRUCTURE_DFF

Dim - Task

PJF_ WORK_ TYPES_ DESC_FLEX

Dim - Work Type

PJO_ PLAN_ LINES_DFF

Dim - Project Budget Details

PJO_ PLANNING_ OPTIONS_DFF Dim - Project Budget Version

Chapter 2
27

PROJECTS_ STD_ COST_
COLLECTION

Dim - Project Costing Details

PROJECTS_ STD_ COST_
COLLECTION

Dim - Project Unprocessed Transaction Details

Supply Chain Management Descriptive Flexfields for Business
Intelligence
This table shows the Supply Chain Management product area dimensions supported by descriptive flexfields.
CARRIER_ ORGANIZATION

Dim - Shipping Method

CST_ ANALYSIS_ CODES_B

Dim - Cost Analysis Group

CST_ ANALYSIS_ GROUPS_B


CST_ COST_BOOKS_B

Dim - Cost Organization Book

CST_ COST_ ELEMENTS_B

Dim - Cost Element

CST_ COST_ ORG_BOOKS

Dim - Cost Organization Book

CST_ ELEMENT_ ANALYSIS_ GROUPS


CST_ VAL_ STRUCTURES_B

Dim - Cost Valuation Unit

CST_ VAL_UNITS_B

Dim - Cost Valuation Unit

DOO_ PROCESS_ DEFS_ADD_INFO

Dim - DOO Process

DOO_ PROCESS_ STEPS_ ADD_INFO

Dim - Step

DOO_ TASK_ TYPES_ ADD_INFO

Dim - Primary Task

EGO_ CHANGE_LINE

Dim - New Item Request Line Details

EGO_ ENGINEERING_ CHANGES

Dim - New Item Request Details

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EGP_ CATEGORY_DFF

Dim - Item

EGP_ CATEGORY_ SETS_DFF

Dim - Item

EGP_ COMPONENT_DFF

Dim - PIM - Components Details

EGP_ ITEM_ CLASS_DFF

Dim - PIM - Item Class

EGP_ ITEM_ RELATIONSHIPS_ DFF

Dim - Cross Reference Item Details

EGP_ ITEM_ REVISIONS_DFF

Dim - PIM - Item and Revisions Details

EGP_ REFERENCE_ DESIGNATOR_
DFF

Dim - PIM - Reference Designator

EGP_ STRUCTURE_ HEADER_DFF

Dim - PIM - Structure Details

EGP_ SUBSTITUTE_
COMPONENT_DFF

Dim - PIM - Substitute Component

EGP_ SYSTEM_ ITEMS_DFF

Dim - Item

EGP_ TRADING_ PARTNER_
ITEMS_DFF

Dim - Trading Partner Item Details

GMS_ AWARD_ HEADERS_DFF

Dim - Award

GMS_ AWARD_ PERSONNEL_DFF

Dim - Personnel

GMS_ AWARD_ PROJECTS_DFF

Dim - Award Project

GMS_ INSTITUTIONS_ DFF

Dim - Award

INV_GRADES

Dim - Inventory Grade

INV_ ITEM_ LOCATIONS

Dim - Storage Location

INV_ LOT_ ATTRIBUTES

Dim - Inventory Lot

INV_ LOT_NUMBERS

Dim - Inventory Lot

INV_ MATERIAL_TXNS

Dim - Inventory Details

INV_ ORG_ PARAMETERS

Dim - Inventory Org

Chapter 2
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INV_ SECONDARY_ INVENTORIES

Dim - Storage Location

INV_ TRANSACTION_ REASONS

Dim - Receipt Transaction Reasons

INV_ TRANSACTION_ TYPES

Dim - Movement Types

INV_ TXN_ SOURCE_TYPES

Dim - Inventory Transaction Source Type

RCV_ SHIPMENT_ HEADERS

Dim - Inbound Shipment Details

RCV_ SHIPMENT_ LINES

Dim - Inbound Shipment Details

RCV_ TRANSACTIONS

Dim - Receipt Details

WSH_CARRIERS

Dim - Carrier

WSH_ DELIVERY_ DETAILS

Dim - Sales Pick Details

WSH_ NEW_ DELIVERIES

Dim - Sales Pick Details

Chapter 2
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Chapter 3
Managing Reports and Analyses
31
3 Managing Reports and Analyses
Managing Folders
Creating Folders: Procedure
You manage analyses and reports in the business intelligence catalog, where you create folders to organize them.
Creating Folders
Follow these steps:
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.
Addressing Automatically Created Folders
If conflicts are detected during upgrade, folders named backup_nnn are automatically created in the catalog. After reviewing
and resolving any conflicts, Oracle recommends that you manually delete the backup folders from the catalog. You can
contact your help desk to request an automated removal if you have a large number of folders to delete.
Setting Folder Permissions and Attributes: Procedure
Business intelligence catalog folder properties control folder permissions and other attributes. You can access the properties
of any object or folder in the catalog to perform tasks such as viewing system information or changing attributes or
ownership. All other users can only access and modify the properties of the objects that they create or own.
Setting Folder Properties
Follow these steps:
1. In the catalog, select the folder you want to assign properties to.
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 objects do
not display in the results of any full-text catalog search; the object can still be found using the basic catalog
search.

Chapter 3
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4. Use the Ownership section to take ownership of a folder or object in the catalog. This area displays only if the proper
privileges were assigned to the user, group, or role. Note that the owner of an object or folder can't automatically
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 folders or
sub items contained within the item. For example, if you click this link for a dashboard folder, then you take
ownership of all of the dashboard's components.
Setting Folder Permissions: Procedure
You can assign permissions on folders and other objects.
Accessing and Setting Permissions
You can set permissions or change ownership for any catalog object or folder. Nonadministrative users can access and
modify 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 add
them to the Selected Members list in the Add Application Roles, Catalog Groups and Users dialog box. To delete a
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 drop-down list for the account,
then select Set Ownership in the Custom Permissions dialog box and click OK. You can also select the Owner
option for the user or role.
5. Use the Permissions drop-down 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.
Moving Analyses and Reports: Procedure
You can archive to bundle the entire catalog, specific folders, or multi component objects as a .catalog file and upload
the .catalog file to unarchive the data to another location in the catalog. Use the archive process to transfer specific data
across environments, for example from a development environment to a production environment.
Creating an Archive
To create an archive file:
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 do not select this option, then
the archiving process does not include any permissions. Upon unarchiving, the parent folder's permissions are
assigned 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 to the
object or folder. Upon unarchiving, the LastModified time is updated to indicate the time at which the object
or folder is unarchived. If you select this option, the Old option in the Paste Overview area of the Preferences
dialog box is available when unarchiving. You use the Old option to overwrite existing catalog items that are
older than the catalog items in the archive.
If you do not select this option, then the archiving process does not include time information and the Old
option in the Paste Overview area of the Preferences dialog box is not available.
4. Click OK to download the archive file.
Moving a File to a New Location
To unarchive a file:
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: Select this option to replace any existing folders or objects with the same names as folders or objects
included in the archive file that you are uploading.
◦ Old: Select this option to replace folders or objects except those folders or objects that exist, unless they are
older than the source.
◦ None: Select this option to add any new folders or objects, but preserve any existing folders or objects.
◦ Force: Select this option to add and replace all folders or objects.
5. Use the ACL option to specify how the folders or objects are assigned permissions using Access Control Lists
(ACLs) when unarchived.
◦ Inherit: Inherits the folder or object's permissions (ACL) from its new parent folder.
◦ Preserve: Preserves the folder or object's permissions (ACL) as it was in the original, mapping accounts as
necessary.
◦ Create: Preserves the folder or object's permissions (ACL) as it was in the original, creating and mapping
accounts as necessary.
6. Click OK.
About Warehouse Column Errors in Transactional Analyses
In some OTBI analyses and dashboards, users may encounter errors on some columns in their analyses in cases where non-
transactional data sources are being queried.
Some subject areas and analyses in the OTBI catalog for offerings including Oracle Customer Experience include analyses
which query subject area columns which map to data warehouse data, which is part of Oracle BI Applications and Oracle
Transactional Business Intelligence Enterprise (OTBI-E) and is used for historical analysis. In cases where historical warehouse
data is included in transactional analyses, users may encounter errors on these columns if the warehouse is not set up and
configured.
In some cases, but not all, these conditions are managed by Business Intelligence repository (RPD) metadata which supports
switching from warehouse to transactional sources using variables.

Chapter 3
34
Row Limits in Analyses
When you run an OTBI analysis that contains more than 65,000 records, the results are limited to 65,000 records due to a
limit on the maximum number of records for analyses in cloud environments.
It is recommended that you use BI Publisher reports to export large data sets.
Mapping to Work Areas
Setting Up the Reports and Analytics Pane: Procedure
You can find the Reports and Analytics pane in many work areas, and the analytics and reports you see in the pane depends
on the work area. You can define what's available for a specific work area, by mapping reports from the business intelligence
(BI) catalog to that work area. In this mapping context, reports refer to both analytics and reports. Your changes apply to all
users who have access to the work area you're mapping.
Mapping Reports from Your Work Area
To map reports to the work area that you're in:
1. Click the Edit Settings icon in the Reports and Analytics pane.
You see all the reports that are currently mapped to your work area.
2. Click Select and Add.
3. Find the report in the catalog and select it.
4. Click OK.
5. To remove any mapping, select the report and click Remove.
6. Save your work.
Mapping Reports to Any Work Area
To map reports to any work area that you have access to:
1. Go to the Setup and Maintenance work area and open 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. You
synchronize all work areas, not just the one you're mapping.
9. Save your work.

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Related Topics
• Reports and Analytics Pane: Explained
Why can't I see reports when mapping reports to work areas for the
Reports and Analytics pane?
Either no reports are currently mapped to the work area you select on the Map Reports to Work Areas page, or you don't
have 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 your administrator
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 those reports.
Why can't I see reports when I edit settings for the Reports and
Analytics pane?
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 your administrator
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 those reports.
Scheduling
Setting Reports Up to Run as Scheduled Processes: Points to
Consider
You can create a job definition for predefined or custom 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 job definitions. Otherwise,
users can open reports (which are set up to be run online) through the Reports and Analytics pane, or open and schedule
them from the business intelligence catalog.
General Job Definition Information
This table describes the general information to enter for your job definition.
Field What You Enter
Job Type BIPJobType

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Field What You Enter

Report ID

The path to the report in the catalog, starting with the folder beneath Shared Folders, for example:
Custom/ <Family Name>/ <Product Name>/<Report File Name>.xdo.

Make sure to include the .xdo extension for the report definition.

Default Output

A default output format.

Parameters
You 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 data model 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
Scheduler Jobs task, you should not define lists of values in the data model.
User Property
The only user property you need to define is EXT_PortletContainerWebModule. Only lists of values associated with the
application that you select are made available for parameters in this job definition.
Related Topics
• Managing Job Definitions: Highlights
• Managing List of Values Sources: Highlights
• Customizing Data Models: Procedure
• Creating Custom Reports: Procedure

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Setting Reports Up for Scheduling in the Reports and Analytics Pane:
Procedure
You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and
other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics pane, then you
must configure properties for the corresponding reports.
Enabling a Report for Scheduling
To enable scheduling in the Reports and Analytics pane:
1. Select the report in the business intelligence catalog and click Edit.
2. Click Properties.
3. On the General tab in the Properties dialog box, enter the following fields:
Field Value
Enterprise Scheduler Job Package
Name

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

Enterprise Scheduler Job Definition
Name

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

Related Topics
• Accessing Report Components to Customize: Points to Consider
Clearing the OTBI Server Cache
Clearing the Server Cache : Procedure
You can run a SQL command to clear the BI Server cache.
Clearing the Cache
Follow these steps to the clear the cache.
1. Navigate to the Reports and Analytics work area.
2. Click Browse Catalog.
3. On the Oracle BI Catalog page, in the global area, click the Administration link.
4. On the Administration page, click the Issue SQL link.
5. In the Issue SQL command window, enter call SAPurgeInternalCache('1');.
6. Click Issue SQL.
7. Close all your browser sessions and log in again.

Chapter 3
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Chapter 4
Administering Business Intelligence Publisher Reports
39
4 Administering Business Intelligence
Publisher Reports
Managing Report Delivery Servers: Overview
Oracle Business Intelligence Publisher, the report generation and delivery engine, requires configuration and tuning to deliver
reports to users.
Report requests are received by Publisher from:
• Oracle Enterprise Scheduler
• The Reports and Analytics pane
• Application pages
Requests submitted through Oracle Enterprise Scheduler are processed by the Oracle BI Publisher scheduler. Requests
submitted through the Reports and Analytics pane can be either real-time online requests or scheduled requests. Requests
submitted through an application may invoke Oracle Enterprise Scheduler or may return report request results directly back to
the application page.
Oracle BI Publisher is configured to accept requests from Oracle Applications Cloud. However, before you can deliver report
documents to their destinations, you must define the delivery servers in Oracle BI Publisher. Use the Oracle BI Publisher
Administration page to define your delivery servers.
Once delivery servers are defined, you can further configure the number of report processor and delivery threads to best
handle your processing and delivery requirements. In addition, you can configure report properties for the system or at
the report level to tune performance of your reports. To diagnose report processing issues, BI Publisher provides a set of
scheduler diagnostics.
Navigating to the Oracle BI Publisher Administration Page:
Procedure
You 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 tasks include
security permissions for objects, organizing objects into folders, accessing log files, and several other tasks.

Chapter 4
40
Navigating to the Administration Page
To navigate to the Oracle BI Publisher Administration page:
1. Under Tools, click Reports and Analytics.
2. In the Reports and Analytics pane, click Catalog.
3. In the Catalog page, click Administration, then click Manage BI Publisher.
Configuring Report Delivery Servers: Procedure
Set up the report delivery servers to support printing.
Configuring Servers
To 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.
Understanding the Report and Delivery Processors:
Overview
When 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, the job
processor executes the data model (and splits the data for bursting jobs), stores the data in the shared temporary
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, the report
processor generates the report documents, stores it in the shared temporary folder and puts the delivery information
in the delivery queue.
• Delivery Processor: Listens to the delivery queue and handles the delivery of reports for its channel. The delivery
processors are:
◦ Email Processor
◦ File Processor
◦ FTP Processor
◦ Print Processor
◦ WebDAV Processor
◦ Fax Processor

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Managing Report Processing and Delivery Server Load:
Procedure
Manage the processors in the BI Publisher Scheduler Configuration page.
Managing Processing and Server Load
By default, each processor is enabled and the thread count for each is set to five. For each managed server that is running
in the BI cluster, a table for that instance's processors is displayed. Use the table to enable or disable processors for the
instance and configure the thread counts.
To configure processor threads:
1. From the BI Publisher Administration page, click Scheduler Configuration.
2. In the 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 the value from this
default.
After performing the scale-out procedure, configure the processor threads for each cluster instance using the steps above.
Diagnosing Report Processing Issues: Procedure
The Scheduler Diagnostics page provides the runtime status of the scheduler. It provides status of its JMS configuration, JMS
queues, cluster instances, scheduler Database, Top link, and Oracle Enterprise Scheduler.
Diagnosing Issues
To access the Scheduler Diagnostics page:
1. Navigate to the Oracle Business Intelligence Publisher Administration page.
2. In the System Maintenance group, click Scheduler Diagnostics.
Configuring System Properties for Reports: Procedure
Use the Oracle BI Publisher Runtime Configuration page to set the system-level runtime properties for reports.
Configuring Reporting Properties
To access the Runtime Configuration page:
1. Navigate to the Oracle Business Intelligence Publisher Administration page.

Chapter 4
42
2. In the Runtime Configuration group, click Properties.
Uploading PGP Public Key Files to GPG Keystore:
Procedure
To support encrypted communication channel from the BI Publisher Server to an FTP site, you upload a PGP public key file to
a GPG keystore on the cloud and then provide it to a registered FTP location.
Uploading PGP Keys
You 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 the
encryption is working for your keys.
Deleting a PGP Key
To delete an imported public key, click the Delete icon.
Configuring an FTP Delivery Channel Using PGP Keys
To 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 and click Test Connection to test it. The Filter Command field is read-only and is updated
automatically when you select a PGP key.
4. Select the PGP Key ID of the key you uploaded from the drop-down.
5. 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.
6. Test the connection again to confirm that an encrypted test file is sent to the remote directory. The FTP delivery
channel can now be used in a scheduled job.

Glossary
43
Glossary
analytics
Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decision making.
business intelligence catalog
The repository where all business intelligence objects, including analytics, reports, briefing books, and agents, are stored. The
catalog contains separate folders for personal, shared, and custom objects.
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 scheduled
process. 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
44

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