Oracle Fusion Applications Administering Reports and Analytics

96 Pages·2015·4.01 MB·English

by  Oracle Corporation

Oracle® Fusion Applications
[1]
Administering Reports and Analytics
11g Release 9 (11.1.9)
E52746-03
April 2015
Describes basic administration tasks for reporting in Oracle
Fusion Applications.
Oracle Fusion Applications Administering Reports and Analytics 11g Release 9 (11.1.9)
E52746-03
Copyright © 2014, 2015, Oracle and/or its affiliates. All rights reserved.
Primary Author: Oracle Corporation
Contributor: Oracle Fusion Applications product management, development, and quality assurance
teams.
This software and related documentation are provided under a license agreement containing restrictions on
use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your
license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,
transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse
engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is
prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If
you find any errors, please report them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it
on behalf of the U.S. Government, then the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,
any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users
are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and
agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and
adaptation of the programs, including any operating system, integrated software, any programs installed on
the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to
the programs. No other rights are granted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management
applications. It is not developed or intended for use in any inherently dangerous applications, including
applications that may create a risk of personal injury. If you use this software or hardware in dangerous
applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other
measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages
caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of
their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks
are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD,
Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced
Micro Devices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content,
products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and
expressly disclaim all warranties of any kind with respect to third-party content, products, and services
unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its
affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of
third-party content, products, or services, except as set forth in an applicable agreement between you and
Oracle.
Contents
Preface................................................................................................................................................................ vii
Audience...................................................................................................................................................... vii
Documentation Accessibility.................................................................................................................... vii
Related Documents.................................................................................................................................... vii
Conventions................................................................................................................................................ vii
1 Introduction
1.1 Reports and Analytics in Oracle Fusion Applications ......................................................1-1
1.2 Tools for Administering Reports and Analytics ...............................................................1-2
1.3 The Business Intelligence Presentation Catalog: Where You Store and Manage Your
Reports and Analytics ......................................................................................................1-3
1.3.1 Navigating to the Catalog ..........................................................................................1-3
1.3.2 Identifying Objects in the Catalog..............................................................................1-4
1.4 Troubleshooting ...............................................................................................................1-5
2 Functional Setup Tasks for Transactional Business Intelligence
2.1 Displaying Tasks in the Functional Setup Manager .........................................................2-1
2.2 Assigning Security Profiles to Job Roles ...........................................................................2-2
2.3 Managing User Currency Preferences ..............................................................................2-5
2.3.1 Enabling the Currency User Preference File ..............................................................2-5
2.3.2 Editing Currency Display Names ..............................................................................2-6
3 Configuring Flexfields for Business Intelligence
3.1 Configure Key Flexfields for Transactional Business Intelligence ....................................3-1
3.1.1 Enabling Key Flexfields for Business Intelligence Reporting .....................................3-1
3.1.2 Supported Key Flexfields ...........................................................................................3-3
3.2 Setting up the GL Accounting Segment ...........................................................................3-4
3.2.1 Understanding Accounting Key Flexfields ................................................................3-5
3.2.2 Identifying Accounting Key Flexfield Segments ........................................................3-5
3.2.3 Defining Segment Labels ...........................................................................................3-6
3.2.4 Assigning Unique Segment Labels ............................................................................3-6
3.2.5 Performing Column Flattening ..................................................................................3-6
3.2.6 Deploying Accounting Key Flexfields .......................................................................3-7
3.2.6.1 Deployment Status ..............................................................................................3-7
3.3 Designating GL Accounting Segment Instances as BI-enabled ........................................3-7
iii
3.4 Configure Descriptive Flexfields for Transactional Business Intelligence ........................3-8
3.4.1 Designating Descriptive Flexfields as BI-enabled ......................................................3-8
3.4.2 Configure Descriptive Flexfield Segments .................................................................3-9
3.5 Designating Extensible Flexfields as BI-Enabled ............................................................3-10
3.6 Importing Changes to Flexfields Automatically ............................................................3-12
3.6.1 Overview of Importing Flexfield Changes ..............................................................3-12
3.6.2 Running the Import Job ...........................................................................................3-13
3.6.2.1 Job Status Conditions ........................................................................................3-14
3.6.2.2 Successful Import Job ........................................................................................3-14
3.7 Disabling Flexfields as BI Enabled .................................................................................3-14
3.7.1 Disabling Key Flexfields as BI-Enabled ...................................................................3-15
3.7.2 Disabling Descriptive Flexfields as BI-Enabled .......................................................3-15
3.7.3 Disabling Extensible Flexfields as BI-Enabled .........................................................3-16
4 Managing Report Availability
4.1 Managing Catalog Folders ...............................................................................................4-1
4.1.1 Creating Folders ........................................................................................................4-1
4.1.2 Setting Folder Properties ...........................................................................................4-1
4.2 Mapping Reports to Work Areas .....................................................................................4-2
4.3 Moving Reports and Analytics.........................................................................................4-4
5 Securing Reports and Analytics
5.1 Security Levels in Reports and Analytics .........................................................................5-1
5.1.1 About Object-Level Security ......................................................................................5-1
5.2 About Roles in Reports and Analytics .............................................................................5-2
5.3 Securing Analytics ...........................................................................................................5-3
5.3.1 Creating Duty Roles...................................................................................................5-3
5.3.2 Assigning a Duty Role to a Job Role ..........................................................................5-4
5.3.3 Assigning Duty Role Permissions to Oracle BI Repository Subject Areas and Tables 5-5
5.3.4 Assigning Duty Role Privileges to Oracle BI Presentation Catalog Objects ...............5-8
5.4 Securing BI Publisher Reports and Related Components...............................................5-11
5.4.1 Setting Catalog Permissions ....................................................................................5-11
5.4.2 Granting Permissions to the Oracle Enterprise Scheduler Job Definition ................5-15
6 Managing BI Publisher Reports
6.1 Managing Report Delivery Servers .................................................................................6-1
6.2 Navigating to the Oracle BI Publisher Administration Page ............................................6-2
6.3 Configuring Report Delivery Servers ...............................................................................6-2
6.3.1 Adding a Printer ........................................................................................................6-3
6.3.2 Adding a Fax Server ..................................................................................................6-5
6.3.3 Adding an e-mail Server ............................................................................................6-7
6.3.4 Adding a WebDAV Server ........................................................................................6-7
6.3.5 Adding an FTP Server ...............................................................................................6-7
6.4 Understanding the Report and Delivery Processors ........................................................6-8
6.5 Managing Report Processing and Delivery Server Load..................................................6-8
6.6 Diagnosing Report Processing Issues ...............................................................................6-9
iv
6.6.1 Using the Scheduler Diagnostics Page .......................................................................6-9
6.7 Configuring System Properties for Reporting ................................................................6-10
6.8 Setting Up Reports to Run as Scheduled Processes ........................................................6-10
6.9 Setting Up Reports for Scheduling in the Reports and Analytics Pane ..........................6-11
A Supported Descriptive Flexfields
B Mapping Between Oracle Fusion Offerings and Transactional Business
Intelligence Subject Areas
B.1 Oracle Fusion Applications - Subject Area Mapping Table ..............................................B-1
B.2 Generating a Permissions Report ...................................................................................B-12
v
vi
Preface
This guide describes some basic administration tasks for Oracle Business Intelligence
in the Oracle Fusion Applications environment, including basic configuration, security,
importing flexfields, and navigation within the Oracle Business Intelligence platform.
Audience
This document is intended for administrators and implementors who configure and
maintain the Oracle Fusion Applications environment.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers that have purchased support have access to electronic support
through My Oracle Support. For information, visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing
impaired.
Related Documents
For more information, see the following Oracle documents:
■ Oracle Fusion Applications Administrator’s Guide
■ Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence
Enterprise Edition
■ Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business
Intelligence Enterprise Edition
■ Oracle Fusion Middleware Administrator’s Guide for Oracle Business Intelligence
Publisher
■ Oracle Fusion Applications Installation Guide
Conventions
The following text conventions are used in this document:
vii
Convention Meaning
boldface Boldface type indicates graphical user interface elements associated
with an action, or terms defined in text or the glossary.
italic Italic type indicates book titles, emphasis, or placeholder variables for
which you supply particular values.
monospace Monospace type indicates commands within a paragraph, URLs, code
in examples, text that appears on the screen, or text that you enter.
viii
1
Introduction
1
[2O] racle Fusion Applications uses the Oracle Business Intelligence platform to provide
reports and analytics. This chapter introduces the types of reports included with
Oracle Fusion Applications and tools you can use to manage reporting. It includes the
following topics:
■ Reports and Analytics in Oracle Fusion Applications
■ Tools for Administering Reports and Analytics
■ The Business Intelligence Presentation Catalog: Where You Store and Manage Your
Reports and Analytics
■ Troubleshooting
1.1 Reports and Analytics in Oracle Fusion Applications
Reports and analytics in Oracle Fusion Applications are built with Oracle Business
Intelligence platform. When you installed and configured Oracle Fusion Applications
you installed the Oracle Business Intelligence components to enable the reporting and
analytical features of your applications.
Oracle Fusion applications provide different report types to satisfy different reporting
requirements. Oracle Business Intelligence provides several tools to meet the various
reporting requirements in Oracle Fusion Applications. The report types and tools are:
Analytics (analyses or analytical reports) 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 and
provide ad hoc analysis capabilities to enable the user to customize the presentation of
the data in real time.
Dashboards are a collection of reporting components grouped together to deliver a
coherent view of related data. A single dashboard could be comprised of analyses,
reports, and prompts, for example. Examples of dashboards include:
■ Employee Expenses dashboard in Fusion Financials
■ Absence and Accrual dashboard in Fusion Human Capital Management
■ Project Management dashboard in Fusion Project Portfolio Management
The analyses and dashboards embedded in your applications can report on real-time
transactional data or on historical data. Reports based on real-time data use Oracle
Transactional Business Intelligence. Reports based on historical data use Oracle
Business Intelligence Applications.
Introduction 1-1
Tools for Administering Reports and Analytics
Note: Transactional Business Intelligence reports are constructed
queries and reports that run in real time against the transactional
schema supported by a layer of view objects. These are configured
and deployed during provisioning.
Oracle Business Intelligence Applications uses Oracle Business
Analytics Warehouse, a unified data repository for all
customer-centric data that supports the analytical requirements of
Oracle Business Intelligence Applications. Oracle Business Intelligence
Applications supplies the warehouse database schema and the logic
that extracts data from the Oracle Fusion Applications transactional
database and loads it to the warehouse.
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
component of Oracle Business Intelligence that provides this functionality within
Oracle Fusion Applications. Many reports are delivered with your applications.
Examples include:
■ Total Compensation Statement Report (Human Capital Management)
■ Purchase Agreement Report (Procurement/Purchasing)
■ Journals Check Report (Financials/General Ledger)
1.2 Tools for Administering Reports and Analytics
Oracle Business Intelligence includes several components, each providing specific
functionality to enable you to modify and administer your Oracle Fusion Applications
reports and analytics.
■ Oracle Fusion Applications includes the Oracle BI repository (RPD), which
contains the metadata upon which reports and analytics are built. The Oracle BI
Administration Tool client is a Windows application that you use to edit the
Fusion Applications RPD based on your reports and analytics needs.
You can use the Administration Tool to perform data modeling tasks such as add
new fact or dimension tables, reorganize Presentation layer metadata, and create
BI view objects for tables. See Chapter 8: Modifying the Oracle Business
Intelligence Repository for Customized Analytics in Oracle Fusion Applications
Extensibility Guide for Developers for more information.
■ The Catalog Manager enables you to perform online and offline management of
the Oracle BI Presentation Catalog. Tasks that you can perform with the Catalog
Manager include managing folders, shortcuts, global variables, and Oracle BI
objects such as analyses, filter, prompts, and dashboards; view and edit catalog
objects in XML, and search for and replace catalog text.
■ The Oracle BI Presentation Catalog is where you interact directly with your
Oracle Fusion Applications reports and analyses. Use this interface to manage
permissions, properties, and organization of your reporting components.
■ Use the Oracle Business Intelligence Publisher administration pages to configure
settings specific to the running and scheduling of BI Publisher reports, such as
setting up your delivery servers, managing scheduler work load, and setting
run-time properties for reports.
1-2 Product Title/BookTitle as a Variable