Go to main content
1/336
Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documentation
Conventions
1
Functional Configuration Task Reference
Getting Started With Functional Configuration
About Configuring Initial Extract Date
About Configuring Slowly Changing Dimensions
About Specifying the Filter to Be Applied on Activity
About Enabling US Federal Financial Analytics for E-Business Suite
About Configuring Data Load Parameters for Master Organization
About Configuring Data Load Parameters for Procurement and Spend Tasks for JD Edwards EnterpriseOne
Adding Closed Orders to Backlog Calculations
Including Non-booked Orders in Order Line and Schedule Line Tables
Tracking Multiple Attribute Changes in Bookings
Partitioning Tables for Human Resource Analytics
About Deploying Objects in E-Business Suite for Exploding the Bill Of Materials
About Configuring JD Edwards EnterpriseOne Category Codes
About Configuring Self-Service Timecard Attributes to Business Object Natural Keys
About Making Corrections to the Group Account Number Configuration for PeopleSoft
About Configuring Data Load Parameter for JD Edwards EnterpriseOne Rate Type
Adding Dates to the Order Cycle Time Table for Post-Load Processing
About Setting Up Group Account Numbers for E-Business Suite
Mapping Oracle GL Account Numbers to Group Account Numbers
Adding a New Metric in the Logical Table Fact – Fins – GL Journals Posted
Setting Up Group Account Numbers for PeopleSoft
Mapping GL Account Numbers to Group Account Numbers for PeopleSoft
About Configuring GL Account and GL Segments for E-Business Suite
Setting Up the GL Segment Configuration File
Configuring GL Segments and Hierarchies Using Value Set Definitions
Configuring a Drill Across Between GL Balance Sheet Dimensions in Oracle Fusion Applications and E-Business Suite
About Configuring GL Account and GL Segments for PeopleSoft
Making Corrections to the Group Account Number Configuration for E-Business Suite
Configuring Number-of-Days-Based Metrics for PeopleSoft
Updating Dashboard Pages with PeopleSoft Prompts
About Configuring Original Job Requisition Status
Configuring the Asset Category Dimension for E-Business Suite
About Configuring Customer Costs Lines and Product Costs Lines Tables
Configuring Customer Costs Lines and Product Costs Lines Tables for Financial Profitability Analytics
About Configuring Budgets for Oracle General Ledger Analytics
Importing Budget Data into Oracle Business Analytics Warehouse Through the Universal Adapter
About Workforce Frozen Snapshot Fact
About Workforce Deployment Subject Areas
About Retrieving Information Stored in Flexfield Columns
About Adding Payroll Balances to BI Payroll Balance Group
Adding Payroll Balances to Balance Groups for Oracle Fusion Applications
Adding Payroll Balances to Balance Groups for PeopleSoft Global Payroll
Script for Adding Payroll Balances to Balance Groups for PeopleSoft North America Payroll
Script for Adding Payroll Balances to Balance Groups for E-Business Suite
About Configuring Band Dimensions
About Controlling HR-Future-Data Transaction Data Visibility
About Configuring Quarters for Fiscal Time Dimensions for EnterpriseOne
About Mapping GL Accounts to Group Account Numbers for JD Edwards EnterpriseOne
Mapping GL Account Numbers to Group Account Numbers for JD Edwards EnterpriseOne
Configuring Incremental Extract for Projects Facts for PeopleSoft
Configuring Incremental Extract for Project Facts for PeopleSoft Using Database Triggers
Database Triggers Solution Overview
Configuration Tasks for Database Triggers Solution
Configuring Incremental Extract for Project Facts Using Materialized Views
Materialized Views Solution Overview
Configuration Tasks for Materialized Views Solution
Configuring Projects Capitalizable Flag for PeopleSoft
About Configuring Project Budget Fact for E-Business Suite
About Configuring Project Cross-Charge Fact for PeopleSoft
About Configuring Project Forecast Fact for E-Business Suite
Extending the Project Task Hierarchy Dimension for E-Business Suite
Configuring Project Customer in Projects Analytics for E-Business Suite
About Project Classification Dimensions in Projects Analytics for E-Business Suite
About the Project Funding Fact for E-Business Suite
Configuring Project Resource Classes for PeopleSoft
Identifying Resource Class Based on a Source Type, Category, and Subcategory Combination of Values
Identifying Resource Class Based on a ChartField Combination of Values
Including Incomplete Invoice Lines When Extracting Sales Invoices
About the Workforce Bypass Fast Formula
Disabling Projects Invoice Line Fact in the Repository for
Oracle Fusion Applications
Deleting Unnecessary Metrics
Disabling the Invoice Line Fact
About Configuring Projects Forecast Fact for PeopleSoft
Deploying Audit Trail Stored Procedures
About Aggregate Tables for Inventory Balances and Transactions
Configuring the Stored Procedure for the Left Bound and Right Bound Calculation Option
About Configuring Hours Per Absence Day
About Configuring the Payroll Balance Filter
About Configuring Accrual Extract Months for Incremental ETL
Adding a New Country Code
About Configuring Accrual Fast Formula Function Calls
Changing the Time Grain for Cost and Revenue
Setting the Time Grain Parameters in FSM
Changing the Time Grain of the Cost Aggregate table to Fiscal/Project/Enterprise Period
Changing the Time Grain of the Revenue Aggregate Table to Fiscal/Project/Enterprise Period
Changing the Time Grain of the Cost Aggregate table to Fiscal/Project/Enterprise Quarter
Changing the Time Grain of the Revenue Aggregate table to Fiscal/Project/Enterprise Quarter
Changing the Time Grain of the Cost Aggregate table to Fiscal/Project/Enterprise Year
Changing the Time Grain of the Revenue Aggregate table to Fiscal/Project/Enterprise Year
About Configuring E-Business Suite Accrual Extract Mode
Configuring GL Account Hierarchies Using FSG Definitions for E-Business Suite
About Configuring Domains and Member Mappings for Employment Dimension
About Configuring Projects Costing Burden Cost for PeopleSoft
Identifying Project Cost Burden Costs Based on Analysis Type
Identifying Project Cost Burden Costs Based on a Source Type, Category, and Subcategory Combination of Values
About Configuring Project Commitment Fact for EBS
Managing Domains and Member Mappings for Time and Labor — Reported Time
Source Time Entry Unit of Measure Code to Timecard Unit of Measure Code
Source TRC Type Code and Source Unit Of Measure to Timecard Unit of Measure Code
Source Timecard Punch Type Code to Timecard Punch Type Code
Source Timecard Detail Attributes Descriptive Flexfield to Timecard Detail Flex Attributes
About the Workforce Revalidate Option
About Managing Domains and Member Mappings for Recruitment Event Type
About Configuring Project Commitment Fact for PeopleSoft
Setting Up The Repository For Budgetary Control For PeopleSoft
Configuring Project Budget Fact for PeopleSoft
About Configuring Financial Analytics CSV Files for JD Edwards EnterpriseOne
Configuring the file_group_acct_codes_jde.csv
Configuring the file_lkp_fiscal_period_Qtr_Config_jde.csv
About Configuring the Asset Location Dimension for E-Business Suite
About Configuring Project Invoice Fact for E-Business Suite
Data Load Parameters Reference for the Succession Subject Area
Flat Files Reference For Order Item Fact E-Business Suite
Flat Files Reference For Price Segment Dimension For E-Business Suite
Flat Files Reference For Price Strategy Dimension For E-Business Suite
Flat Files Reference For Price Waterfall Element Dimension For E-Business Suite
Flat Files Reference For Quote Item Fact For E-Business Suite
Flat Files Reference For Source Domains in Price Analytics for E-Business Suite
About Configuring Flat Files in Price Analytics for E-Business Suite
Configuring Flat Files For Source Domains in Price Analytics for Siebel Applications
About Configuring Source Domain Member Name Values
About Configuring Conformed Domain Members
Default Seeded Domain Members
Configuring Flat Files in Price Analytics for Siebel Applications
Configuration Required Before a Full Load for Oracle Price Analytics
Price Waterfall Element Sample Data
Flat Files Configuration For Source Domains in Price Analytics for Universal
Source Domain Member Name Values
Conformed Domain Members Values
Default Seeded Domain Members
About Configuring Units of Measure
Setting Up Default Fiscal Calendars for PeopleSoft
About Configuring Cost Fact In Projects Analytics for EBS
Configuring Project UOM for E-Business Suite
Configuring PeopleSoft Adaptor for Project Grants Management
Configuring Project Retention Fact for PeopleSoft
Enabling the Retention Fact
Unmapping the Extraneous Metric Definitions
Configuring Job Dimension in Projects Analytics for E-Business Suite
Extending the Project Task Hierarchy Dimension for E-Business Suite
Configuring Project Customer in Projects Analytics for E-Business Suite
About Configuring Project Classification Dimension in Projects Analytics for E-Business Suite
About Configuring Project Funding Fact for E-Business Suite
Configuring Projects GL Reconciliation Solution for E-Business Suite 11.5.10
Additional Information About GL Reconciliation in Project Analytics
ETL Parameters
Configuring Projects GL Reconciliation Manual Journal Entries
About Aging Bucket Ranges in Accounts Payable and Accounts Receivable
Domains and Member Mappings for Timecard Entry Status
Mapping Source Payroll Information Using Domains
About Completing System Set Up and Post-Install Tasks for
Oracle BI Applications
Setting Up Drill-Down in Oracle BI from General Ledger to Subledger
About Integrating Financial Analytics with Project Analytics
How to Implement Asset Category and Asset Location Dimensions in Oracle Fusion Applications
Implementing GL Segment, GL Account, Asset Category and Asset Location Dimensions for Oracle Fusion Applications
Mapping the GL Segment Labels to BI Objects in
Oracle Fusion Applications
Mapping the Asset Segment Labels to BI Objects in Oracle Fusion Applications
Configuring GL Account, Asset Location, and Asset Category
Assigning Group Account Numbers to Natural Accounts for HR Analytics
Setting Up Group Account Numbers for
Oracle Fusion Applications
Setting Up Aggregated GL Segments for GL Balances
Removing Spend Classification Integration Metadata
About Enabling Project Dimensions
How to Integrate Project Analytics with Financial Analytics
How to Integrate Financial Analytics with Oracle Essbase for E-Business Suite
About Order Item and Service Request Flat Files For ETL
Flat file file_orderitem_fs.csv
Flat file file_srvreq_fs.csv
Flat file file_srvreq_ds.csv
Refreshing Incrementally the Inventory Monthly Balance Table
About Configuring the Product Transaction Aggregate Table for ETL Runs
About Changing the BOM to a Multi-Level Format for JD Edwards EnterpriseOne
Domains and Member Mappings for Timecard Entry Type Dimension
How to Set Up the C_STATE_PROV Domain
Configuring Projects Resource Management Work Type Dimension for PeopleSoft
Project Revenue Fact Configuration for E-Business Suite
Overview of Configuring Cost Fact for E-Business Suite
Configuring the Project Cost Aggregate Table
About Configuring Revenue Fact for E-Business Suite
Configuring the Project Revenue Aggregate Table
Configuring Project UOM for E-Business Suite
Configuring SIA Presentation Hierarchy in the Repository
Configuring Backlog Period
Reloading the Time Dimension Tables After Oracle Business Analytics Warehouse Is Loaded
Scorecard Target Files
About Configuring Purchase Cycle Lines Aggregate Fact
About Configuring Purchase Receipts Aggregate Fact
About Domains and Member Mappings for Workforce Event Type
Integrating Procurement and Spend Analytics with Project Analytics
About Integrating Procurement and Spend Analytics with Spend Classification
Deploying UNSPSC, Oracle Purchasing Categories, and Custom Category1
Deploying the Additional Custom Category2 and Custom Category3
About Enterprise Calendars
Assigning UNSPSC Codes to Products
About Configuring Currencies
About Oracle EBS Currency Balance Types
About Configuring Financial Resource Dimension in Projects Analytics for E-Business Suite
Configuring Project Cost Fact for PeopleSoft
About Configuring PeopleSoft Tree Extract
Journal Source Domain Reference for JD Edwards EnterpriseOne
PeopleSoft HR Talent Management Data Load Parameters
HR Generic Hierarchy Load Types Data Load Parameters
Configuring the Ledger Type Parameter for JDE Costing and Inventory Balances
About Inventory Monthly Balance Snapshot Rebuilds
Configuring How DISCOUNT_AMT Is Calculated for Sales Order Mappings in JD Edwards
Retrieving Information Stored in Flexfield Columns
About Configuring Data Load Parameter for Master Data Management
About Configuring Data Load Parameters for Taleo Address Structures
Configuring Number of Days Based Metrics for JD Edwards EnterpriseOne
About Configuring Data Load Parameter for Workforce Movement Rate Fact
Notes on Configuring Calendars
Informational Task Reference - ETL Notes and Overviews
Getting Started With Functional Configuration
ETL Notes and Additional Information for Oracle Project Analytics
ETL Notes and Additional Information for Service Analytics
ETL Notes and Additional Information for Oracle Procurement and Spend Analytics
ETL Notes and Additional Information for Supply Chain and Order Management Analytics
ETL Notes and Additional Information for Project Analytics
ETL Notes and Additional Information for Sales Analytics
ETL Notes and Additional Information for Product Information Management Analytics
ETL Notes and Additional Information for Partner Analytics
ETL Notes and Additional Information for Human Resources Analytics
ETL Notes and Additional Information for Marketing Analytics
ETL Notes and Additional Information for Financial Analytics
ETL Notes and Additional Information for Customer Data Management Analytics
Overview of Student Information Analytics
Admissions & Recruiting Overview
Student Records Overview
Student Financials Overview
Overview of Oracle Human Resources Analytics
Overview of Oracle Price Analytics
Overview of Service Analytics
Overview of Oracle Manufacturing Analytics
Overview of Supply Chain and Order Management Analytics
Overview of Marketing Analytics
Overview of Customer Data Management Analytics
Overview of Project Resource Management Analytics for PeopleSoft
About Project Resource Management Analytics for PeopleSoft and E-Business Suite
Notes on Project Resource Management Analytics for PeopleSoft
Overview of Project Resource Management Analytics for E-Business Suite
Overview of Project Analytics
Overview of Budgetary Control in Financial Analytics
Overview of Project GL Reconciliation Analytics for E-Business Suite 11.5.10
Overview of GL Reconcilliation Analytics for E-Business Suite R12
Overview of Project GL Reconciliation Analytics for PeopleSoft 9.0
Overview of Oracle Procurement and Spend Analytics
Overview of Product Information Management Analytics
Overview of Partner Analytics
Overview of Financial Analytics
Overview of Oracle Enterprise Asset Management
Additional Information About FSM Task Manage Domains and Member Mappings for Workforce Event
2
Configuration Manager
Functional Configuration UI Reference
Add Warehouse Domain Member/Add Target Domain Member button
Add Warehouse Domain Member/Add Target Domain Member Dialog
Edit Domain Member Mappings Dialog
Edit Parameter Value Dialog (Data Load Parameters)
Edit Parameter Value Dialog (Reporting Parameters)
Export Data Dialog
Export Setup Data Dialog
Import Data Dialog
Import Setup Data Dialog
Manage Data Load Parameters Dialog
Icons on the Data Load Parameters Dialog
Manage Domain Mappings and Hierarchies: Domain Mappings Tab
Manage Externally Conformed Domains Dialog
Manage Source Domains: Source Domains Tab
Manage Warehouse Domains: Warehouse Domains Tab
Manage Domain Mappings and Hierarchies: Warehouse Domain Hierarchies Tab
Manage Group Dialog
Manage Reporting Parameters: Global/Application Specific Tab
Configuration Manager
Help System
Overview Panel for
Configuration Manager
Search Pane
Getting Started With Functional Setup
Getting Started With Functional Configuration
Getting Started With Setup Data Maintenance
Help on Performing System Setups
Help on Performing Functional Configuration
Help on Managing Setup Data
Load Plan Data Problems Dialog
Execute Reset Data Warehouse for Fact Groups Dialog
3
Configuration Manager
System Setup UI Reference
Create/Edit Dimension Group
Create/Edit Fact Group
Define Business Intelligence Applications Instance: Source System Tab
Define Business Intelligence Applications Instance: Target Warehouse Tab
Define Business Intelligence Applications Instance: Environment Configuration Tab
Edit Business Analytics Warehouse Dialog
Edit Preferred Currency Name Dialog
Edit Source Dialog
Manage
Oracle BI Applications
: BI Application Offerings Tab
Manage
Oracle BI Applications
: BI Application Offerings and Associated Sources Tab
Manage Data Security
Manage Preferred Currencies
Manage Source Configuration Data Files Dialog
Manage Warehouse Languages
Register Source Dialog
Register Source in
Configuration Manager
Register Source in
Oracle Data Integrator
Topology
4
Security Configuration UI Reference
Security Reference for E-Business Suite
Setting Up Accounts Payable Security for Oracle E-Business Suite
Setting Up Global Security Profile for Extracting Data from AP_INVOICES_V for EBS R12xxx
Setting Up Accounts Receivable Security for Oracle E-Business Suite
Setting Up Fixed Asset Security for E-Business Suite
Price Analytics Security for EBS Duty Roles
About General Ledger Security for E-Business Suite
Configuring Ledger Security
Configuring GL Segment Security
About Project Billing and Revenue Security for E-Business Suite
About Project Cost and Control Security for E-Business Suite
Implementing Inventory Org-Based Security for EBS Manufacturing Analytics
Setting Up Project Resource Management Security for E-Business Suite
Setting Up Security for PIM in Oracle EBS
Enterprise Asset Management Analytics Security in EBS
Security Reference for PeopleSoft
Implementing Accounts Receivable Security for PeopleSoft
Setting Up Accounts Payable Security for PeopleSoft
Setting Up Fixed Asset Security for PeopleSoft
Setting Up Manager Hierarchy-Based Security for PeopleSoft
Setting Up Project Cost and Control Security for PeopleSoft
Setting Up Project Billing and Revenue Security for PeopleSoft
Setting Up SIA Student Financial Security for PeopleSoft
Setting Up SIA Administration Recruiting Security for PeopleSoft
Setting Up SIA Student Records Security for PeopleSoft
Setting Up Project GL Reconciliation Security for E-Business Suite
Setting Up Project Resource Management Security for PeopleSoft
About General Ledger Security for PeopleSoft
Configuring Ledger Security
GL Segment Security Using PeopleSoft Chartfields
Configuring GL Segment Security
Setting Up Project GL Reconciliation Security for PeopleSoft
Security Reference for Oracle Fusion Applications
Setting Up Accounts Payable Security for
Oracle Fusion Applications
Setting Up Accounts Receivable Security for
Oracle Fusion Applications
Setting Up Fixed Asset Security for
Oracle Fusion Applications
About Project Billing and Revenue Security For Oracle Fusion
About Project Cost and Control Security for Oracle Fusion
About CRM Territory Hierarchy-Based Security for Oracle Fusion
About CRM Resource Organization-Based Security for Oracle Fusion
About CRM Partner Organization-Based Security for Oracle Fusion
Customizing Extended Cross-Functional Security for Employee Expenses for Oracle Fusion Applications
Customizing Extended Cross-Functional Security for Accounts Payables for Oracle Fusion Applications
Customizing Security for Procurement Executive / Spend Analyst
About CRM Partner Channel-Based Security for Oracle Fusion
About CRM Partner Account-Team-Based Security for Oracle Fusion
About CRM Resource Hierarchy-Based Security for Oracle Fusion
Security Reference for Siebel
About CRM Primary Organization-Based Security for Siebel
About CRM Primary Employee/Position Hierarchy-Based Security for Siebel
About Price Analytics Security for Siebel Applications
Service Analytics Security for Siebel
Security Reference for Oracle Service Cloud
Setting Up Security for Oracle Service Cloud Interfaces
Miscellaneous Security Information
How to Define New Groups and Mappings for Users and BI Roles
About Implementing Security For Order Management Analytics
Implementing OM Inventory Org-Based Security for EBS
Implementing OM Inventory Org-Based Security for Oracle Fusion Applications
Implementing OM Operating Unit Org-Based Security for EBS
Implementing OM Operating Unit Org-Based Security for Oracle Fusion Applications
Cross-Functional Access to Order Management Users
Granting Cross-Functional Access to Order Management Users
HR Supervisor Hierarchy-Based Data Security
Line Manager (Secured by HR Supervisor Hierarchy List) BI Data
Payroll Manager (Secured by HR Supervisor Hierarchy List) BI Data
Compensation Analyst (Secured by HR Supervisor Hierarchy List) BI Data
Compensation Manager (Secured by HR Supervisor Hierarchy List) BI Data
Recruiting Manager (Secured by HR Supervisor Hierarchy List) BI Data
Recruiting VP (Secured by HR Supervisor Hierarchy List) BI Data
Time Collection Manager (Secured by HR Supervisor Hierarchy List) BI Data
Human Resource VP (Secured by HR Supervisor Hierarchy List) BI Data
Human Resource Analyst (Secured by HR Supervisor Hierarchy List) BI Data
Human Resource Manager (Secured by HR Supervisor Hierarchy List) BI Data
Learning Manager (Secured by HR Supervisor Hierarchy List) BI Data
HR Duty Role to
Oracle BI Applications
HR Presentation Catalog Mapping
Department-Based Data Security Options
Line Manager (Secured by Department List) AU BI Data
Payroll Manager (Secured by Department List) AU BI Data
Compensation Analyst (Secured by Department List) AU BI Data
Compensation Manager (Secured by Department List) AU BI Data
Recruiting Manager (Secured by Department List) AU BI Data
Recruiting VP (Secured by Department List) AU BI Data
Time Collection Manager (Secured by Department List) AU BI Data
Human Resource VP (Secured by Department List) AU BI Data
Human Resource Analyst (Secured by Department List) AU BI Data
Human Resource Manager (Secured by Department List) AU BI Data
Learning Manager (Secured by Department List) AU BI Data
HR Duty Role to
Oracle BI Applications
HR Presentation Catalog Mapping
HR Position Hierarchy-Based Data Security
Line Manager (Secured by HR Position Hierarchy List) AU BI Data
Payroll Manager (Secured by HR Position Hierarchy List) AU BI Data
Compensation Analyst (Secured by HR Position Hierarchy List) AU BI Data
Compensation Manager (Secured by HR Position Hierarchy List) AU BI Data
Recruiting Manager (Secured by HR Position Hierarchy List) AU BI Data
Recruiting VP (Secured by HR Position Hierarchy List) AU BI Data
Time Collection Manager (Secured by HR Position Hierarchy List) AU BI Data
Human Resource VP (Secured by HR Position Hierarchy List) AU BI Data
Human Resource Analyst (Secured by HR Position Hierarchy List) AU BI Data
Human Resource Manager (Secured by HR Position Hierarchy List) AU BI Data
Learning Manager (Secured by HR Position Hierarchy List) AU BI Data
HR Duty Role to
Oracle BI Applications
HR Presentation Catalog Mapping
Payroll Legislative Data-Group-Based Data Security
Legislative Data Group-Based Security
Compensation Analyst (Secured by Legislative Data Group List) AU BI Data
Compensation Manager (Secured by Legislative Data Group List) AU BI Data
Payroll Manager (Secured by Legislative Data Group List) AU BI Data
Payroll LDG-Based Fusion Security
Payroll-Based Data Security
Payroll-Based Security
Compensation Analyst (Secured by Payroll List) AU BI Data
Compensation Manager (Secured by Payroll List) AU BI Data
Payroll Manager (Secured by Payroll List) AU BI Data
Payroll PYRL-Based Fusion Security
About Granting GL Security Data Role to HR VP Users
About Procurement and Spend Analytics Security
Implementing Hierarchy-Based Security for Employee Expense Subject Areas
Implementing Org-Based Security for Employee Expense Subject Areas
Implementing Procurement and Spend Subject Areas Security for Suppliers
Implementing Procurement and Spend Security for Procurement Users
Setting Up Product Information Management Analytics Data Security
5
Manage Load Plans UI Reference
Manage Load Plans Toolbar Options
Manage Load Plans Main Page
Define Load Plan Page
Duplicate Load Plan Page
Edit Load Plan Page
Load Plan Details Page
Schedule Load Plan Dialog
6
Knowledge Modules Reference
IKM BIAPPS Oracle Control Append
IKM BIAPPS Oracle Event Queue Delete Append
IKM BIAPPS Oracle Fact Incremental Update
IKM BIAPPS Oracle Incremental Update
IKM BIAPPS Oracle Period Delete Append
IKM BIAPPS Oracle Slowly Changing Dimension
IKM BIAPPS SQL Target Override
Nested IKM BIAPPS Oracle Control Append
Nested IKM BIAPPS Oracle Event Queue Delete Append
Scripting on this page enhances content navigation, but does not change the content in any way.