Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Getting Started

1 What's New in This Release

• What's New in Oracle Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users?

2 Overview of Configuring Oracle BI Applications

• High-Level Overview of Configuring Oracle BI Applications

Part II Configuring Oracle BI Applications

3 Configuring Common Areas and Dimensions

• Source-Independent Configuration Steps
  • How to Configure Initial Extract Date
  • How to Configure Global Currencies
  • How to Configure Exchange Rate Types
  • How to Configure Fiscal Calendars
    • Setting Up the Fiscal Calendar by Fiscal Week
    • Setting Up the Fiscal Calendar by Fiscal Month
    • Reloading the Time Dimension Tables After the Data Warehouse Is Loaded
    • Notes on Setting Up Fiscal Calendars
  • About Configuring GL Account Hierarchies
    • How to Configure GL Account Hierarchies Using GL Accounting Flexfield Value Sets Definitions
    • How to Configure GL Account Hierarchies Using Financial Statement Generator (FSG) Report Definition (for Oracle EBS)
  • Configuration Steps for Controlling Your Data Set for All Source Systems
    • How to Configure Data Source Num IDs
• Oracle EBS-Specific Configuration Steps
  • Configuration Required Before a Full Load for Oracle EBS
    • Configuration of Product Hierarchy (Except for GL, HR Modules)
    • Configure the Master Inventory Organization in Product Dimension Extract for Oracle 11i Adapter (Except for GL & HR Modules)
    • How to Map Oracle GL Natural Accounts to Group Account Numbers
    • How to Do Group Account Correction for Oracle Applications
  • Configuration Steps for Controlling Your Data Set for Oracle EBS
    • How to Configure the Country Region and State Region Name
    • How to Configure the State Name
    • How to Configure the Country Name
    • How to Configure the Make-Buy Indicator
• PeopleSoft-Specific Configuration Steps
  • Configuration Required Before a Full Load for PeopleSoft
  • Configuration Steps for Controlling Your Data Set for PeopleSoft
    • Internal Organization Hierarchy Extraction Customization
• Siebel-Specific Configuration Steps
  • Configuration Required Before A Full Load for Siebel Source Systems
  • Configuration Steps for Controlling Your Data Set for Siebel Source Systems

4 Configuring Oracle Procurement and Spend Analytics

• Overview of Oracle Procurement and Spend Analytics
  • Oracle Procurement and Spend Analytics Module
  • Supplier Performance Analytics Module
• Configuration Required Before a Full Load for Oracle Procurement and Spend Analytics
  • Configuration Steps for Oracle Procurement and Spend Analytics for All Source Systems
    • How to Deploy Stored Procedures
  • Configuration Steps for Oracle Procurement and Spend Analytics for Oracle EBS
    • How to Configure the DAC Parameter for Purchase Cycle Line
    • Domain Values and CSV Worksheet Files for Oracle Procurement and Spend Analytics
  • Configuration Steps for Oracle Procurement and Spend Analytics for PeopleSoft
  • Configuration Steps for Oracle Procurement and Spend Analytics for Universal
  • Configuration Steps for Controlling Your Data Set
    • Configuration Steps for Oracle Procurement and Spend Analytics for All Source Systems
    • Configuration Steps for Oracle Procurement and Spend Analytics for Oracle EBS
    • Configuration Steps for Oracle Procurement and Spend Analytics for PeopleSoft
    • Configuration Steps for Oracle Procurement and Spend Analytics for Universal

5 Configuring Oracle Financial Analytics

• Overview of Oracle Financial Analytics
• Configuration Required Before a Full Load for Financial Analytics
  • Configuration Steps for Financial Analytics for All Source Systems
  • Configuration Steps for Financial Analytics for Oracle EBS
    • About Configuring Domain Values and CSV Worksheet Files for Oracle Financial Analytics
    • How to Configure domainValues_Xact_Types_DocTypes_ora12.csv for Oracle General Ledger and Profitability Analytics
    • How to Configure domainValues_Xact_Types_DocTypes_ora11i.csv for Oracle General Ledger and Profitability Analytics
    • How to Specify the Ledger or Set of Books for which GL Data is Extracted
  • Configuration Steps for Financial Analytics for PeopleSoft
    • About Configuring Domain Values and CSV Worksheet Files for Oracle Financial Analytics
    • How to Configure Domain Values for Oracle Receivables Analytics
    • How to insert beginning GL Balances into Oracle BI Applications
    • GL Account Dimension, Chartfields and Hierarchy for PeopleSoft
    • Group Account Configuration
  • Configuration Steps for Financial Analytics for Universal
  • Configuration Steps for Controlling Your Data Set
    • Configuration Steps for Financial Analytics for All Source Systems
    • Configuration Steps for Financial Analytics for Oracle EBS
    • Configuration Steps for Financial Analytics for PeopleSoft
    • Configuration Steps for Financial Analytics Chain for Universal

6 Configuring Oracle Supply Chain and Order Management Analytics

• Overview of Oracle Supply Chain and Order Management Analytics
• Configuration Required Before A Full Load for Oracle Supply Chain and Order Management Analytics
  • Configuration Steps for Oracle Supply Chain and Order Management Analytics for All Source Systems
  • Configuration Steps for Oracle Supply Chain and Order Management Analytics for Oracle EBS
    • About Configuring Domain Values and CSV Worksheet Files for Oracle Supply Chain and Order Management Analytics
    • How to Configure Invoice Type Domain Values
    • How to Configure Pick Types Domain Values
    • How to Configure Order Types Domain Values
    • How to Configure Pick Status Domain Values
    • How to Configure Invoice Status Domain Values
    • How to Configure Order Overall Status Domain Values
    • How to Configure Pay Method Domain Values
    • How to Configure Movement Types Domain Values
    • How to Configure Quantity Types for Product Transactions
  • Configuration Steps for Oracle Supply Chain and Order Management Analytics for PeopleSoft
  • Configuration Steps for Oracle Supply Chain and Order Management Analytics for Universal
  • Configuration Steps for Controlling Your Data Set
    • Configuration Steps for Oracle Supply Chain and Order Management Analytics for All Source Systems
    • Configuration Steps for Oracle Supply Chain and Order Management Analytics for Oracle EBS
    • Configuration Steps for Oracle Supply Chain and Order Management Analytics for PeopleSoft
    • Configuration Steps for Oracle Supply Chain and Order Management Analytics for Universal

7 Configuring Oracle Human Resources Analytics

• Overview of Oracle Human Resources Analytics
• Configuration Required Before A Full Load for Oracle HR Analytics
  • Configuration Steps for Oracle HR Analytics for All Source Systems
  • Configuration Steps for Oracle HR Analytics for Oracle EBS
    • About Domain Values and CSV Worksheet Files for Oracle HR Analytics
    • How to Configure the domainValues_Employee_Ethnic_Group_Code_ora<ver>.csv
    • How to Configure the domainValues_Employee_Sex_MF_ora<ver>.csv
    • How to Configure the domainValues_Employee_Veteran_Status_Code_ora<ver>.csv
    • How to Configure the domainValues_Employment_Cat_ora<ver>.csv
    • How to Configure the domainValues_Employment_Exempt_Flg_ora<ver>.csv
    • How to Configure the domainValues_Employment_Full_Time_Flg_ora<ver>.csv
    • How to Configure the domainValues_Employment_Status_ora<ver>.csv
    • How to Configure the domainValues_EventTypes_ora<ver>.csv
    • How to Configure the domainValues_HRPosition_Active_Pos_Flg_ora<ver>.csv
    • How to Configure the domainValues_HRPosition_Exempt_Flg_ora<ver>.csv
    • How to Configure the domainValues_Job_Eeo_Cat_Code_ora<ver>.csv
    • How to Configure the domainValues_Job_Flsa_Stat_Code_ora<ver>.csv
    • How to Configure the domainValues_Pay_Type_Grp_Code_ora<ver>.csv
    • How to Configure the domainValues_Pay_Type_Flg_ora<ver>.csv
    • How to Configure Address Types for HR Profile
    • How to Configure Phone Types for HR Profile
    • How to Configure Education Degree Codes for Employee Dimension
    • About Configuring Key Flexfields
    • How to Configure the Key Flexfields for the Job Dimension
    • How to Configure the Key Flexfields for the HR Position Dimension
    • How to Configure the Key Flexfields for the Pay Grade Dimension
    • How to Configure Multi-Segmented Flexfields
    • How to Configure Flags for the Pay Type Dimension
    • How to Configure Classification Names for Payroll
  • Configuration Steps for Oracle HR Analytics for PeopleSoft
    • Domain Values and CSV Worksheet Files for HR Analytics for PeopleSoft HCM
    • How to Configure the domainValues_Employee_Ethnic_Group_Code_psft.csv
    • How to Configure the domainValues_Employee_Sex_MF_psft.csv
    • How to Configure the domainValues_Employee_Veteran_Status_Code_psft.csv
    • How to Configure the domainValues_Employment_Category_psft.csv
    • How to Configure the domainValues_Employment_Exempt_Flg_psft.csv
    • How to Configure the domainValues_Employment_Full_Time_Flg_psft.csv
    • How to Configure the domainValues_Employment_Status_psft.csv
    • How to Configure the domainValues_Emp_EventType_Grp_Code_psft.csv
    • How to Configure the domainValues_Emp_EventType_SubG_Code_psft.csv
    • How to Configure the domainValues_HRPosition_Active_Pos_Flg_psft.csv
    • How to Configure the domainValues_HRPosition_Exempt_Flg_psft.csv
    • How to Configure the domainValues_Job_Eeo_Cat_Code_psft.csv
    • How to Configure the domainValues_Job_Flsa_Stat_Code_psft.csv
    • How to Configure the domainValues_Pay_Type_Grp_Code_psft.csv
    • How to Configure the domainValues_Emp_EventType_EventReason_Code_psft.csv
    • How to Configure the domainValues_Emp_EventType_EventClass_Code_psft.csv
    • How to Configure the file_pension_comp_flg.csv
    • How to Configure Compensation Flag and Pension Compensation Flag for Pay Type Dimension
    • How to Configure the Performance Review Type ETL Runtime Parameter
    • How to Configure Event Types using domainValues_EventTypes_psft.csv
    • How to Configure Department Trees for Oracle HR Analytics
  • Configuration Steps for Oracle HR Analytics for Universal
  • Configuration Steps for Controlling Your Data Set
    • Configuration Steps for Oracle HR Analytics for All Source Systems
    • Configuration Steps for Oracle HR Analytics for Oracle EBS
    • Configuration Steps for Oracle HR Analytics for PeopleSoft
    • Configuration Steps for Oracle HR Analytics for Universal

8 Configuring Oracle Sales Analytics

• Overview of Oracle Sales Analytics
• Configuration Required Before A Full Load
  • How to Deploy Stored Procedures
  • Configuration Steps for Controlling Your Data Set
    • How to Configure the Snapshot Frequency in the Pipeline Fact
• Configuring Usage Accelerator
  • What is Usage Accelerator?
    • Configuring Usage Accelerator
    • About Deployment Date
    • About Metric Definitions and Variables
  • About the Usage Accelerator Execution Plan
  • Using Usage Accelerator with Siebel 7.5.3 Applications
    • Usage Accelerator Application Integration with Siebel 7.5.3 CRM Application
    • Usage Accelerator-Analytics Adapter Files

9 Configuring Oracle Contact Center Telephony Analytics

• Overview of Oracle Contact Center Telephony Analytics
• Configuration Required Before A Full Load for Contact Center Telephony Analytics
  • About the Dimension Key Resolution Process for Universal Source
  • How to Load the Dimension Table
  • How to Load the Fact Table
  • Setting Up The DATASOURCE_NUM_ID Parameter for the Universal Adapter
  • About Configuring the Event Type Columns
    • The Activity Type Column
    • Call Type (or Contact Type) Column
    • Call Event Type Column
    • After-Call Work Activity (ACW) Type Column
  • About Configuring The Contact Reason Column
  • About Configuring Contact Status Type Column
  • Setting Up the Representative Activities Table
  • Setting Up the Contact Center Performance Table
  • Setting Up the Benchmarks and Targets Table
  • Logical Delete of Records From Fact Tables
  • How to Configure Dates and Times
  • Configuring Flags for Oracle Contact Center Telephony Analytics
  • How to Exclude Representative Data for Post-Load Processing
  • How to Configure Alternate Load Plan to Enable Direct Load to the Entry-Level Rep Activity Aggregates
  • How to Configure Alternate Load Plan to Enable Direct Load to the Entry-Level Contact Performance Aggregates
  • How to Set Up the Integration_Id of the Contact Center Telephony Facts in the Warehouse
  • Setting Up the IVR Menu and IVR Navigation Profile Tables
    • Determining Navigation Profile and Transfer Flag for a Call
    • Slowly Changing Dimension Behavior of IVR Menu and IVR Navigation Profile Dimensions
  • How to View Duration Metrics in hh:mm:ss Format in Oracle BI Answers
  • Configuration Steps for Controlling Your Data Set

Part III Configuring the Oracle BI Repository

10 Configuring the Oracle BI Repository

• Modifying the Oracle BI Repository for Siebel Applications version 6.3 and version 7.5
• Configuring the Oracle BI Repository Connections
  • About the Predefined Connection Pools in the Oracle Business Analytics Warehouse
    • How to Configure Dynamic Data Source Names
  • How to Configure the Oracle BI Repository Connections
  • How to Configure Oracle BI Repository Variables
• Setting up Date-Specific Metrics
• Setting Up Additional Time Series Metrics for Oracle Business Analytics Warehouse
• Setting Up Additional Dimension Tables for Oracle Business Analytics Warehouse
• About the Period Ago Keys for Oracle Business Analytics Warehouse
• About Oracle BI Time Repository Variables
• About User Authentication
• About the Security or Visibility Configuration
• About the Group Variable
• About Configuring Usage Tracking for Oracle Business Analytics Warehouse
• About the Incremental Deployment of the Oracle BI Applications Repository

Part IV Customizing the Oracle Business Analytics Warehouse

11 Customizing the Oracle Business Analytics Warehouse

• Oracle Business Analytics Warehouse Customization Scenarios
  • Types of Customizations
  • Upgrade Consideration
• Category 1 Customizations: Adding Columns to Existing Fact or Dimension Tables
  • About Extending Mappings
  • Impact of Customization on Upgrade
    • Points to Remember
  • Typical Steps to Extend Mappings in the Oracle Business Analytics Warehouse
  • Scenario for Extending the Oracle Business Analytics Warehouse
    • Tips for Modifying the SQL Override in a Source Qualifier
    • Example of Extracting Data from a Siebel Source
    • Including a Source Table for the Change Capture Process
    • Example of Extracting Data from a Non-Siebel Packaged Source
    • Example of Extracting Data from a Universal Source
    • Example of Loading Data into an Existing Target Table
    • Updating DAC
• Other Types of Customizations Requiring Special Handling
  • Modifying Category 2 SCD Triggers
  • Adding Dimensions to Existing Facts
  • Adding Date Dimensions to Existing Facts
  • Adding Currencies to an Existing Table
• Category 2 Customizations: Adding Additional Tables
  • About Creating New Dimension or Fact Tables
    • Required Columns
    • About the Oracle Business Analytics Warehouse DATASRC_NUM_ID Column
  • Using Custom Folders in the Oracle Business Analytics Warehouse
  • Creating Custom Informatica Workflows
  • Important Notes About Customizing the Oracle Business Analytics Warehouse
    • Additional Customization Instructions
  • Including a Source Table for Change Capture Process
  • Adding a New Dimension in the Oracle Business Analytics Warehouse
  • Adding a New Fact Table in the Oracle Business Analytics Warehouse
  • Adding a New Dimension Table for a New Fact Table in the Oracle Business Analytics Warehouse
• Category 3 Customizations: Adding New Data as a Whole Row into a Standard Dimension Table
• Configuring Extracts
  • Extracting Additional Data
    • Extracting New Data Using an Existing Source Table
    • Extracting Data from a New Source Table
  • Setting Up the Delimiter for Source Files
  • Configuring a Source Adapter Mapplet
• Configuring Loads
  • Filtering and Deleting Records
  • About Primary Extract and Delete Mappings Process
  • About Working with Primary Extract and Delete Mappings
    • Deleting the Configuration for Source-Archived Records
    • Enabling Delete and Primary Extract Sessions
• Configuring Slowly Changing Dimensions
  • About Identifying Historically Significant Attributes
    • About the Extract View
  • Category 1 and Category 2 Slowly Changing Dimensions
    • Category 1 Slowly Changing Dimension
    • Category 2 Slowly Changing Dimension
    • Effective Dates
• About Stored Lookups
• Codes Lookup
  • W_CODES Table
  • Codes Mappings
  • Codes Mapplets
  • Configuring Extension Column Code Description Lookups
• About Resolving Dimension Keys
  • Resolving the Dimension Key Using Lookup
• About Domain Values
  • About the Domain Value Conversion Process
    • Preparing to Define the Rules
  • About the Importance of Domain Values
    • Hire Count
    • Re-hires Ratio
    • New Hire Count
    • Newly Separated Veterans - New Hires
    • Other Protected Veterans - New Hires
    • Special Disabled Veteran Head count - New Hires
    • Vietnam Era Veteran Head count - New Hires
  • About Extending the Domain Value Set
• Configuring the Domain Value Set with CSV Worksheet Files
• Configuring the Domain Value Set Using Informatica PowerCenter Designer
• Configuring Conformed Dimensions
  • Configuring Conformed Dimensions for Universal Adapter
    • Product Effective Dates in the Products Dimension

Index