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Oracle Fusion Applications Administering Reports and Analytics PDF

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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. 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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

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