This guide also applies to on-premise implementations

1Overview

This chapter contains the following:

About This Guide

This guide is intended for advanced users and administrators who want to modify and create custom analytics and reports, as well as perform setup and maintenance tasks for business intelligence. The guide contains both conceptual and procedural information intended to help you build and manage analyses, reports, and dashboards that are tailored to the content needs of your line of business or company. You can also use the information in this guide to help you set up business intelligence.

Creating and Administering Project Portfolio Management Analytics and Reports: Overview

Business intelligence involves analyzing data to gain insight into your reporting needs, gathering information to meet specific requirements, and making informed decisions.

Using Analytics and Reports

You can use different types of predefined analytics and reports, or create and edit them, to support your business needs. Oracle Fusion Project Portfolio Management offers predefined analytics and reports across various subject areas. You can use these predefined analytics and reports, or customize them based on your business needs after creating a copy.

You can use Oracle Transactional Business Intelligence to create analytics and Oracle Business Intelligence Publisher to create reports.

Note: Don't edit predefined analytics and reports directly. If you need to customize them, you can create a copy and edit the copy.

This table describes the purpose of analytics and reports.

Type Description Purpose

Analytic

Business intelligence object such as analysis or dashboard that provides meaningful data.

To help in business decision making.

Analysis

Interactive display of data, for example in a table or graph.

Also referred to as real-time analysis.

To summarize or break down simple, real-time data.

To help you make tactical decisions.

Report

Output of data in a predefined format that provides little or no interaction.

Also referred to as predefined report or output report.

To get high-volume data in a high-fidelity output optimized for printing.

For documents to support internal operations, statutory requirements, and other business needs.

Customizing Analytics and Reports

You can create, edit, and customize analytics and reports for yourself and others if you have appropriate access.

For example, you can:

  • Add or remove columns from an analysis.

  • Change the branding logo on reports.

  • Create an analytic dashboard to include your commonly viewed analyses.

Setup and Administration

There are additional tasks that support creating and editing analytics and reports. For example, your implementor or administrator can:

  • Configure Oracle Business Intelligence Publisher, the tool used for generating and customizing reports.

  • Define flexfields to provide custom attributes that can be used in analyses.

  • Archive and move analytics and reports from one environment to another.

Securing Oracle Project Portfolio Management Analytics and Reports: Overview

Users with appropriate roles can create and access analyses and reports based on role access to subject areas and catalog folders.

Analyses and reports are secured by applying job roles with associated duty roles to users. Duty role assignments determine access to subject areas for analyses as well as catalog folders. For information about the job and duty roles provided with Oracle Fusion Project Portfolio Management and how to customize your security model by creating custom job roles and assigning duty roles to them, see Implementing Security in Oracle Fusion Project Portfolio Management in the Securing Oracle ERP Cloud guide.

In addition to folder and object access, duty roles also determine data security. Each of the duty roles that provides access to subject areas and catalog folders is granted one or more data security policies that allow access to the data.

How can I find analytics and reports?

See if the analysis or dashboard already appears on your page, maybe on a separate tab. Or there might be, for example, a link to the report you want to use. Also look for the Reports and Analytics pane, which may appear on your work area as a panel tab or in the regional area. In the pane, you find analytics and reports specific to the work area you're on.

To see all the analytics and reports that you have access to, use the Reports and Analytics work area (Navigator - Tools - Reports and Analytics).

Reports and Analytics Pane: Explained

The Reports and Analytics pane is a central place for you to quickly view or run analytics and reports that are related to your work. If you have the permission, you can create and edit analytics and reports here, or add them from the business intelligence (BI) catalog to the pane. You may find this pane in a panel tab or in the regional area on some work areas. In the Reports and Analytics work area (Navigator - Tools - Reports and Analytics), the pane appears as the Contents pane.

What's In the Pane

This table describes what's in the top level folders of the Reports and Analytics pane.

Folder Content

My Folders

Any custom analyses or reports that you saved for your own use only.

Shared Folders

  • Any predefined analyses and reports that are relevant to your role. Or, in the Reports and Analytics work area, all the analytics and reports that you have permissions to access.

    Any shared custom reports and analytics in the Custom subfolder. Place your shared reports and analytics in this folder to protect them during upgrades.

Business Intelligence Catalog: Explained

Reports, analyses, dashboards, and other business intelligence (BI) objects are stored and administered in the business intelligence catalog.

Navigating to the Catalog

To navigate to the catalog:

  1. Click Reports and Analytics under Tools in the Navigator.

  2. In the Reports and Analytics pane, click the Browse Catalog icon.

Identifying Objects in the Catalog

The catalog stores the BI objects in a directory structure of individual files, organized by product family.

BI objects and reports are organized in the following folder hierarchy:

  • Shared Folders (top level)

  • Product family (example: Financials)

  • Product (example: Payables)

  • Report groups (example: Invoices)

  • Dashboard reports

  • Data Models

  • Report Components

  • BI Publisher reports

  • Prompts

The following table describes the common BI objects that you find in the catalog:

Catalog Object Description Location

Analysis

Analyses are used primarily by dashboards.

Report Components folder

Dashboard

Dashboards organize analytical content and catalog objects, and present them in a meaningful way.

Reporting group folder

Dashboard Prompt

Dashboard prompts allow users to filter dashboard content using provided values.

Prompts folder

Filter

Filters are used in dashboards and analyses.

Prompts folder

Report

Reports are operational reports created in Business Intelligence Publisher.

Reporting group folder

Data Model

Subtemplates are used by reports created in Business Intelligence Publisher.

Data Models folder

Subtemplate

Data models are used by reports created in Business Intelligence Publisher.

Reporting group folder

Saving Analytics and Reports: Points to Consider

You can save analyses, dashboards, and reports in the business intelligence (BI) catalog. The catalog has a hierarchy of folders with My Folders and Shared Folders at the top, and folders like Custom under Shared Folders.

My Folders

Save your analytics and reports in My Folders for personal use. When you save a new analysis, dashboard, or report in this folder, it's available in My Folders in the Reports and Analytics work area. But you can't view it in My Folders in the Reports and Analytics pane on any other work area. The only exception is when you create an analysis using the wizard in the Reports and Analytics pane, in which case the analysis is available in all work areas.

Shared Folders

Save your custom analytics and reports in Shared Folders so that they are available to others. You must save them in the Custom folder which has subfolders organized by product family. You can use the Projects subfolder for storing these custom analytics.

Edit only copies of your analytics and reports. Directly edit predefined analytics only when necessary and ensure that all references to the analysis or dashboard are functional.

When you create a copy of predefined reports using the Customize option, the folder structure and permissions are also copied.

Custom Folder

You must keep all custom objects in the Custom folder to:

  • Ensure that customized versions of predefined analytics and reports aren't affected when patches are applied.

  • Identify and locate custom objects in the Projects subfolder.

  • Edit objects in the Custom folder without compromising security on the original objects.

When you copy an object into the Custom folder, the copied object inherits the permission settings of the Custom folder. Your administrator must reset the permissions on the object and the folder that it's present in.

What happens to customized analytics and reports when a patch is applied?

All custom analytics and reports are preserved if they're saved in the Custom folder (or any subfolder under the Custom folder, for example, Projects) within Shared Folders in the BI catalog. Changes to predefined analytics and reports outside the Custom folder are preserved if the patch doesn't include a new version of that object. If the patch includes a new version of a predefined object that was edited, then the patch automatically overwrites your changes. If your changes conflict with the new version, the patching process logs the issues and stops. Your administrator must resolve any conflicts manually and then rerun the patch.

Setup and Administration Overview

Define Transactional Business Intelligence Configuration: Overview

Use the Define Transactional Business Intelligence task list in the Setup and Maintenance work area to complete configuration of business intelligence in your application. Some tasks in this task list are performed during Oracle Applications Cloud provisioning and require no further action from you. The Define Transactional Business Intelligence Configuration task list includes the following tasks:

  • Optimize Transactional Business Intelligence Repository

    Trim unused projects from the business intelligence repository based on configured Oracle Applications Cloud offerings. This optimization is automated during the provisioning process and requires no further action from you.

  • Manage Transactional Business Intelligence Connections

    Review data source connections in the physical layer of the business intelligence repository. Connections are set up and reviewed during the provisioning process, and this task requires no further action from you.

  • Manage Security for Transactional Business Intelligence

    Review security for business intelligence users. The default security configuration can be modified. Refer to the security documentation for your cloud services to review or change the default user security model.

  • Configure Key Flexfields for Transactional Business Intelligence

    Define the key flexfield segments and validation for use as classification keys. You must define these key flexfields for Oracle Fusion Transactional Business Intelligence to operate correctly.

  • Configure Descriptive Flexfields for Transactional Business Intelligence

    Define validation and display properties of descriptive flexfields, which are used to add custom attributes to entities. You enable and import flexfields for use in analyses.

  • Import Essbase Cubes into Transactional Business Intelligence Repository for Financials General Ledger

    Import Essbase cubes into the business intelligence repository. You must perform this task if you're using Oracle Fusion General Ledger.

  • Manage User Currency Preferences in Transactional Business Intelligence

    Manage user currency preferences, which control regional currency settings, currency used in reports, and corporate currency.