Oracle Cloud Administering Transactional Analyses

80 Pages·2014·3.76 MB·English

by  Oracle Corporation

Oracle®Cloud
AdministeringTransactionalAnalyses
Release11.1.9
E51485-01
November2014
Thisguidedescribesadministrativeproceduresandconcepts
forreportsandanalytics.
OracleCloudAdministeringTransactionalAnalysesRelease11.1.9
E51485-01
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Contents
Preface................................................................................................................................................................ vii
Audience...................................................................................................................................................... vii
DocumentationAccessibility.................................................................................................................... vii
RelatedDocuments.................................................................................................................................... vii
Conventions................................................................................................................................................ vii
1 Introduction
ReportsandAnalyticsinOracleFusionApplications...................................................................... 1-1
ToolsforAdministeringReportsandAnalytics................................................................................ 1-2
TheBusinessIntelligencePresentationCatalog:WhereYouMaintainYourReportsand
Analytics..................................................................................................................................................... 1-2
NavigatingtotheCatalog................................................................................................................. 1-2
IdentifyingObjectsintheCatalog................................................................................................... 1-3
2 Functional Setup Tasks for Transactional Business Intelligence
DisplayingTasksintheFunctionalSetupManager......................................................................... 2-1
CompletingRequiredTasksintheFunctionalSetupManager..................................................... 2-1
AssigningSecurityProfilestoJobRoles............................................................................................. 2-2
ManagingUserCurrencyPreferences.................................................................................................. 2-4
EnablingtheCurrencyUserPreferenceFile.................................................................................. 2-4
EditingCurrencyDisplayNames.................................................................................................... 2-4
3 Configuring Flexfields for Business Intelligence
ConfiguringKeyFlexfieldsforTransactionalBusinessIntelligence............................................ 3-1
EnablingKeyFlexfieldsforBusinessIntelligenceReporting...................................................... 3-1
IdentifyingSupportedKeyFlexfields............................................................................................. 3-3
SettinguptheGLAccountingSegment.............................................................................................. 3-3
UnderstandingAccountingKeyFlexfields.................................................................................... 3-4
IdentifyingAccountingKeyFlexfieldSegments........................................................................... 3-4
DefiningSegmentLabels.................................................................................................................. 3-5
AssigningUniqueSegmentLabels.................................................................................................. 3-5
PerformingColumnFlattening........................................................................................................ 3-5
DeployingAccountingKeyFlexfields............................................................................................ 3-6
DesignatingGLAccountingSegmentInstancesasBI-Enabled..................................................... 3-6
ConfiguringDescriptiveFlexfieldsforTransactionalBusinessIntelligence.............................. 3-7
iii
DesignatingDescriptiveFlexfieldsasBI-Enabled......................................................................... 3-7
ConfiguringDescriptiveFlexfieldSegments................................................................................. 3-8
DesignatingExtensibleFlexfieldsasBI-Enabled.............................................................................. 3-9
ImportingChangestoFlexfieldsAutomatically............................................................................. 3-11
OverviewofImportingFlexfieldChanges.................................................................................. 3-11
RunningtheImportJob.................................................................................................................. 3-11
DisablingFlexfieldsasBI-Enabled................................................................................................... 3-13
DisablingKeyFlexfieldsasBI-Enabled....................................................................................... 3-13
DisablingDescriptiveFlexfieldsasBI-Enabled.......................................................................... 3-14
DisablingExtensibleFlexfieldsasBI-Enabled............................................................................ 3-14
4 Managing Report Availability
ManagingCatalogFolders...................................................................................................................... 4-1
CreatingFolders................................................................................................................................. 4-1
SettingFolderProperties................................................................................................................... 4-2
MappingReportstoWorkAreas........................................................................................................... 4-3
MovingReportsandAnalytics.............................................................................................................. 4-4
5 Securing Reports and Analytics
SecurityLevelsinReportsandAnalytics............................................................................................ 5-1
AboutObject-LevelSecurity............................................................................................................. 5-1
AboutRolesinReportsandAnalytics................................................................................................. 5-2
AboutSecurityConfigurationToolsinReportsandAnalytics...................................................... 5-3
UsingOracleIdentityManagementtoManageUsersandEnterpriseRoles............................ 5-3
UsingOracleAuthorizationPolicyManagertoConfigureRolesandPrivileges.................... 5-3
UsingtheOracleBIAdministrationPagetoConfigureDutyRolePrivileges......................... 5-4
SecuringAnalytics................................................................................................................................... 5-7
CreatingUsersandAssigningThemtoJobRoles......................................................................... 5-8
AssigningEnterpriseRoles(orJobRoles)toDutyRoles............................................................. 5-8
CreatingDutyRoles........................................................................................................................... 5-9
AssigningDutyRolePrivilegestoOracleBIPresentationCatalogObjects........................... 5-10
SecuringBIPublisherReportsandRelatedComponents............................................................ 5-10
SettingCatalogPermissions.......................................................................................................... 5-10
GrantingPermissionstotheOracleEnterpriseSchedulerJobDefinition.............................. 5-13
6 Managing Reports
ManagingReportDeliveryServers...................................................................................................... 6-1
NavigatingtotheOracleBIPublisherAdministrationPage.......................................................... 6-2
ConfiguringReportDeliveryServers.................................................................................................. 6-2
UnderstandingtheReportandDeliveryProcessors......................................................................... 6-3
ManagingReportProcessingandDeliveryServerLoad................................................................. 6-4
ScalingOutReportProcessors............................................................................................................... 6-5
DiagnosingReportProcessingIssues.................................................................................................. 6-5
ConfiguringSystemPropertiesforReporting................................................................................... 6-5
iv
A Mapping Between Oracle Fusion Offerings and Transactional Business
Intelligence Subject Areas
B Supported Descriptive Flexfields
v
vi
Preface
AdministeringTransactionalAnalysesexplainshowtoadministerOracleTransactional
BusinessIntelligence,arealtime,selfserviceanalysisandreportingsolutionofferedto
OracleFusionapplicationuserstocreateadhocanalysesandanalyzethemfordaily
decision-making.
Audience
AdministeringTransactionalAnalysesisintendedforAdministratorswhoareresponsible
forconfiguringandmaintainingOracleTransactionalBusinessIntelligence.
Documentation Accessibility
Oracleiscommitmenttoaccessibility.
ForinformationaboutOracle'scommitmenttoaccessibility,visittheOracle
AccessibilityProgramwebsiteat
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
AccesstoOracleSupport
OraclecustomershaveaccesstoelectronicsupportthroughMyOracleSupport.For
information,visithttp://www.oracle.com/pls/topic/lookup?ctx=acc&id=infoor
visithttp://www.oracle.com/pls/topic/lookup?ctx=acc&id=trsifyouarehearing
impaired.
Related Documents
Additionalresourcesareavailableformoreinformation.
SeetheseOracleresources:
■ OraclePublicCloud
ForinformationaboutOracle'scommitmenttoaccessibility,visittheOracle
AccessibilityProgramwebsiteathttp://cloud.oracle.com.
■ GettingStartedwithOracleCloud
Conventions
Thetextconventionsusedinthisdocumentaredescribedinthistopic:
vii
Convention Meaning
boldface Boldfacetypeindicatesgraphicaluserinterfaceelementsassociated
withanaction,ortermsdefinedintextortheglossary.
italic Italictypeindicatesbooktitles,emphasis,orplaceholdervariablesfor
whichyousupplyparticularvalues.
monospace Monospacetypeindicatescommandswithinaparagraph,URLs,code
inexamples,textthatappearsonthescreen,ortextthatyouenter.
viii
1
Introduction
1
[1O] racleTransactionalBusinessIntelligenceisarealtime,selfserviceanalysisand
reportingsolutionofferedtoOracleFusionapplicationuserstocreateadhocanalyses
andanalyzethemfordailydecision-making.
Topics:
■ ReportsandAnalyticsinOracleFusionApplications
■ ToolsforAdministeringReportsandAnalytics
■ TheBusinessIntelligencePresentationCatalog:WhereYouMaintainYourReports
andAnalytics
Reports and Analytics in Oracle Fusion Applications
ReportsandanalyticsinOracleFusionApplicationsarebuiltusingOracleBusiness
Intelligencetoolsandtechnologies.WhenyouinstalledandconfiguredOracleFusion
ApplicationsyouinstalledtheOracleBusinessIntelligencecomponentstoenablethe
reportingandanalyticalfeaturesofyourapplications.
OracleFusionapplicationsprovidedifferentreporttypestosatisfydifferentreporting
requirements.OracleBusinessIntelligenceprovidesseveraltoolstomeetthevarious
reportingrequirementsinOracleFusionApplications.
Analytics(analysesoranalyticalreports)arevisualizations(suchaschartsandtables)
ofaspecificsetofdata.Ananalysiscanbeembeddedintoanapplicationpage,or
includedasacomponentofadashboard.Analysesaregenerallyinteractiveand
provideadhocanalysiscapabilitiestoenabletheusertocustomizethepresentationof
thedatainrealtime.
Dashboardsareacollectionofanalysesgroupedtogethertoreturndata.Some
examplesinclude:
■ AbsenceandAccrualdashboardinOracleHumanCapitalManagement
■ EmployeeExpensesdashboardinOracleFusionFinancials
■ ProjectManagementdashboardinOracleProjectPortfolioManagement
Theanalysesanddashboardsembeddedinyourapplicationscanreportonreal-time
transactionaldataoronhistoricaldata.Reportsbasedonreal-timedatauseOracle
TransactionalBusinessIntelligence.ReportsbasedonhistoricaldatauseOracle
BusinessIntelligenceApplications.
OracleTransactionalBusinessIntelligencereportsareconstructedqueriesandreports
executedinrealtimeagainstthetransactionalschemasupportedbyalayerofview
objects.Theseareconfiguredanddeployedduringprovisioning.
Introduction 1-1
ToolsforAdministeringReportsandAnalytics
Operationalreportsarestaticreportsthatmeetoperationalandstatutoryreporting
requirements.Operationalreportingincludesthegenerationofhigh-volumebusiness
documentssuchaspayrollandinvoices.OracleBusinessIntelligencePublisheristhe
toolthatprovidesthisfunctionalitywithinOracleFusionApplications.Manyreports
aredeliveredwithyourapplications.Examplesinclude:
■ TotalCompensationStatementReport(HumanCapitalManagement)
■ PurchaseAgreementReport(Procurement/Purchasing)
■ JournalsCheckReport(Financials/GeneralLedger)
Tools for Administering Reports and Analytics
OracleBusinessIntelligenceincludesseveralcomponents,eachprovidingspecific
functionalitythatenablesyoutomodifyandadministeryourOracleFusion
Applicationsreportsandanalytics.
■ TheOracleBIPresentationCatalogiswhereyouinteractdirectlywithyour
OracleFusionApplicationsreportsandanalyses.Usethisinterfacetomanage
permissions,properties,andorganizationofyourreportingcomponents
■ UsetheOracleBusinessIntelligencePublisheradministrationpagestoconfigure
settingsspecifictotherunningandschedulingofBIPublisherreports,suchas
settingupyourdeliveryservers,managingschedulerworkload,andsetting
run-timepropertiesforreports.
The Business Intelligence Presentation Catalog:WhereYou MaintainYour
Reports and Analytics
Reports,analyses,anddashboardsusedinOracleFusionapplicationspagesarestored
intheBusinessIntelligencePresentationcatalog.TheOracleBIPresentationCatalog
storestheapplicationscontentinadirectorystructureofindividualfiles.
ToadministerreportsinOracleFusionapplicationsyoumustunderstandhowto
navigateandidentifyobjectinthecatalog.
Topics:
■ NavigatingtotheCatalog
■ IdentifyingObjectsintheCatalog
Navigating to the Catalog
TonavigatetheBIcatalog:
1. OntheNavigator,underTools,clickReportsandAnalytics.
2. IntheReportsandAnalyticspane,clickBrowseCatalog.
1-2 AdministeringTransactionalAnalyses