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Oracle® Fusion Applications Workforce Development Implementation Guide
11g Release 1 (11.1.2)
Part Number E20380-02
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21 Define Transactional Business Intelligence Configuration

This chapter contains the following:

Define Transactional Business Intelligence Configuration: Highlights

Assigning Security Profiles to Job Roles for Oracle Fusion Transactional Business Intelligence Users: Explained

Enabling an Oracle Fusion Transactional Business Intelligence User to Access Person Data: Worked Example

Define Transactional Business Intelligence Configuration: Highlights

Configure Oracle Transactional Business Intelligence for ad hoc reporting, review certain setup objects to be used in Transactional Business Intelligence, and manage the presentation catalog and currency type display.

Defining Transactional Business Intelligence Configuration

Assigning Security Profiles to Job Roles for Oracle Fusion Transactional Business Intelligence Users: Explained

Users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) need access to some person data for reporting purposes. To provide this access, you assign a predefined security profile to relevant job or abstract roles using the Oracle Fusion Human Capital Management (HCM) setup task Manage Data Role and Security Profiles. On completion of this task, Oracle Fusion Data Security is updated automatically for roles being used to access Transactional Business Intelligence.

Job or Abstract Roles and Related Security Profiles

The following table identifies, by Oracle Fusion product, the job and abstract roles that need access to person data and the predefined security profile that you assign to each role.


Product

Job or Abstract Role

Security Profile

Oracle Fusion Assets

Asset Accountant

View All Workers

Oracle Fusion Assets

Asset Accounting Manager

View All Workers

Oracle Fusion Enterprise Planning and Budgeting

Budget Analyst

View All Workers

Oracle Fusion Enterprise Planning and Budgeting

Budget Manager

View All Workers

Oracle Fusion Financial Consolidation Hub

Consolidation Accountant

View All Workers

Oracle Fusion Financial Consolidation Hub

Consolidation Manager

View All Workers

Oracle Fusion Financials Common Module

Intercompany Accountant

View All Workers

Oracle Fusion General Ledger

Financial Analyst

View All Workers

Oracle Fusion General Ledger

General Accountant

View All Workers

Oracle Fusion General Ledger

General Accounting Manager

View All Workers

Oracle Fusion Incentive Compensation

Incentive Compensation Participant Manager

View Manager Hierarchy

Oracle Fusion Inventory Management

Warehouse Manager

View All Workers

Oracle Fusion Project Foundation

Project Accountant

View All Workers

Oracle Fusion Project Foundation

Project Administrator

View All Workers

Oracle Fusion Project Foundation

Project Billing Specialist

View All Workers

Oracle Fusion Purchasing

Buyer

View All Workers

Oracle Fusion Sourcing

Category Manager

View All Workers

Oracle Fusion Sourcing

Sourcing Project Collaborator

View All Workers

For example, as part of their Transactional Business Intelligence setup:

The security profiles that HCM roles need to access Transactional Business Intelligence are assigned during the setup of HCM data security: no additional setup is required for Transactional Business Intelligence purposes.

Enabling an Oracle Fusion Transactional Business Intelligence User to Access Person Data: Worked Example

This example shows how to assign a security profile to a job or abstract role to enable users with that role to access person data. This task is required for users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) who do not also use Oracle Fusion Human Capital Management (HCM).

The following table summarizes key decisions for this scenario. When performing this task, use the job or abstract role for your product and the name of the relevant predefined person security profile in place of those shown here.


Decisions to Consider

In This Example

What is the name of the Transactional Business Intelligence job or abstract role?

Warehouse Manager

What is the name of the person security profile?

View All Workers

Summary of the Tasks

To perform these tasks, you must have the role IT Security Manager.

  1. Launch the task Manage Data Role and Security Profiles.

  2. Search for the job or abstract role.

  3. Assign the relevant predefined security profile to the job or abstract role.

Launching the Task Manage Data Role and Security Profiles

  1. Sign in to the Functional Setup Manager (FSM).
  2. In the FSM, click the All Tasks tab.
  3. In the Search region, complete the fields as shown in this table:

    Field

    Value

    Search

    Tasks

    Name

    Manage Data Role and Security Profiles


  4. Click Search.
  5. In the search results, click Go to Task for the Manage Data Role and Security Profiles task.

Searching for the Job or Abstract Role

  1. On the Manage HCM Data Roles page, enter the job name Warehouse Manager in the Role field.
  2. Click Search.
  3. In the search results, highlight the entry for the Warehouse Manager job role.
  4. Click Assign.

Assigning the Security Profile to the Job Role

  1. In the Person Security Profile field on the Assign Data Role: Security Criteria page, select the security profile View All Workers.
  2. Click Review.
  3. On the Assign Data Role: Review page, click Submit.