Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Getting Started

1 What's New in This Release

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

2 Overview of Configuring Oracle Business Intelligence Applications

• 2.1 High-Level Overview of Configuring Oracle BI Applications

Part II Configuring Oracle BI Applications

3 Configuring Common Areas and Dimensions

• 3.1 Source-Independent Configuration Steps
  • 3.1.1 How to Configure Initial Extract Date
  • 3.1.2 How to Configure Global Currencies
  • 3.1.3 How to Configure Exchange Rate Types
  • 3.1.4 How to Configure Fiscal Calendars
    • 3.1.4.1 Overview of Calendars in Oracle BI Applications
    • 3.1.4.2 About Configuring Calendars
    • 3.1.4.3 Notes on Configuring Calendars
    • 3.1.4.4 How to Configure PeopleSoft Summary Calendars
    • 3.1.4.5 How to Include and Exclude Multiple Calendar Support for Subject Areas in DAC
    • 3.1.4.6 ETL Process Flow Diagram
    • 3.1.4.7 How to set up the gregorian calendar
    • 3.1.4.8 How to set up an enterprise calendar using an Oracle EBS source system
    • 3.1.4.9 How to set up an enterprise calendar using a PeopleSoft source system
    • 3.1.4.10 How to set up an enterprise calendar using a Oracle JD Edwards EnterpriseOne source system
    • 3.1.4.11 How to set up a 13 Period calendar
    • 3.1.4.12 How to set up a 4-4-5 calendar
    • 3.1.4.13 How to use a fiscal calendar loaded via the Universal adapter
    • 3.1.4.14 How to use a PeopleSoft Summary calendar
    • 3.1.4.15 Examples of Configuring the Universal Adapter
    • 3.1.4.16 How to Reload the Time Dimension Tables After the Data Warehouse Is Loaded
  • 3.1.5 Configuration Steps for Controlling Your Data Set for All Source Systems
    • 3.1.5.1 How to Configure Data Source Num IDs
• 3.2 Oracle EBS-Specific Configuration Steps
  • 3.2.1 Configuration Required Before a Full Load for Oracle EBS
    • 3.2.1.1 Configuration of Product Hierarchy (Except for GL, HR Modules)
    • 3.2.1.2 How to Assign UNSPSC Codes to Products
    • 3.2.1.3 How to Configure the Master Inventory Organization in Product Dimension Extract for Oracle 11i Adapter (Except for GL & HR Modules)
    • 3.2.1.4 How to Map Oracle GL Natural Accounts to Group Account Numbers
    • 3.2.1.5 How to make corrections to the Group Account Number Configuration
    • 3.2.1.6 About Configuring GL Account Hierarchies
    • 3.2.1.7 How to set up the Geography Dimension for Oracle EBS
  • 3.2.2 Configuration Steps for Controlling Your Data Set for Oracle EBS
    • 3.2.2.1 How to Configure the Country Region and State Region Name
    • 3.2.2.2 How to Configure the State Name
    • 3.2.2.3 How to Configure the Country Name
    • 3.2.2.4 How to Configure the Make-Buy Indicator
    • 3.2.2.5 How to Configure Country Codes
• 3.3 PeopleSoft-Specific Configuration Steps
  • 3.3.1 Configuration Required Before a Full Load for PeopleSoft
    • 3.3.1.1 GL Account Dimension, Chartfields and Hierarchy for PeopleSoft
    • 3.3.1.2 Group Account Configuration
  • 3.3.2 Configuration Steps for Controlling Your Data Set for PeopleSoft
    • 3.3.2.1 How to Configure Internal Organization Hierarchy Extraction
    • 3.3.2.2 About Employee Dimension Extraction
    • 3.3.2.3 How to Configure Department Trees
    • 3.3.2.4 How to Configure domainValues__GeoCountry_ISO_Country_Codes_psft.csv
• 3.4 Oracle Siebel-Specific Configuration Steps
  • 3.4.1 Configuration Required Before A Full Load for Siebel Source Systems
  • 3.4.2 Configuration Steps for Controlling Your Data Set for Siebel Source Systems
• 3.5 Oracle JD Edwards EnterpriseOne-Specific Configuration Steps
  • 3.5.1 Configuration Required Before a Full Load for Oracle JD Edwards EnterpriseOne
    • 3.5.1.1 How to Configure Oracle JD Edwards EnterpriseOne Category Codes
    • 3.5.1.2 About Configuring the Code Dimension for Oracle JD Edwards EnterpriseOne UDCs
    • 3.5.1.3 About Configuring Quarters for a Fiscal Pattern and Fiscal Year of Time Dimensions
    • 3.5.1.4 About Mapping Oracle JD Edwards EnterpriseOne GL Accounts to Group Account Numbers
    • 3.5.1.5 About Configuring GL Account Hierarchies
    • 3.5.1.6 Setting Up $$JDE_RATE_TYPE
  • 3.5.2 Configuration Steps for Controlling Your Data Set for Oracle JD Edwards EnterpriseOne

4 Configuring Oracle Procurement and Spend Analytics

• 4.1 Overview of Oracle Procurement and Spend Analytics
• 4.2 Configuration Required Before a Full Load for Oracle Procurement and Spend Analytics
  • 4.2.1 Configuration Steps for Oracle Procurement and Spend Analytics for All Source Systems
    • 4.2.1.1 How to Deploy Stored Procedures
  • 4.2.2 Configuration Steps for Oracle Procurement and Spend Analytics for Oracle EBS
    • 4.2.2.1 How to Configure the DAC Parameter for Purchase Cycle Line
    • 4.2.2.2 Domain Values and CSV Worksheet Files for Oracle Procurement and Spend Analytics
    • 4.2.2.3 How to configure AP invoices types for Spend Analysis
    • 4.2.2.4 How to configure Oracle Employee Expense Analytics for Oracle EBS 11.5.10
  • 4.2.3 Configuration Steps for Oracle Procurement and Spend Analytics for PeopleSoft
    • 4.2.3.1 Domain Values and CSV Worksheet Files for PeopleSoft Procurement and Spend Analytics
    • 4.2.3.2 CSV Worksheet Source Files for PeopleSoft Procurement and Spend Analytics
  • 4.2.4 Configuration Steps for Oracle Procurement and Spend Analytics for Universal
• 4.3 Configuration Steps for Controlling Your Data Set
  • 4.3.1 Configuration Steps for Oracle Procurement and Spend Analytics for All Source Systems
    • 4.3.1.1 About Configuring the Purchase Receipts Aggregate Table
    • 4.3.1.2 How to Configure the Purchase Receipts Aggregate Table
    • 4.3.1.3 About Configuring the Purchase Cycle Lines Aggregate Table
    • 4.3.1.4 How to Configure the Purchase Cycle Lines Aggregate Table
  • 4.3.2 Configuration Steps for Oracle Procurement and Spend Analytics for Oracle EBS
    • 4.3.2.1 How to Extract Particular Purchase Order Records
    • 4.3.2.2 How to Enable Project Analytics Integration with Procurement and Spend Subject Areas
  • 4.3.3 Configuration Steps for Oracle Procurement and Spend Analytics for PeopleSoft
    • 4.3.3.1 How to Enable Project Analytics Integration with Procurement and Spend Subject Areas
  • 4.3.4 Configuration Steps for Oracle Procurement and Spend Analytics for Universal
    • 4.3.4.1 About Configuring Oracle Procurement and Spend Analytics for Universal Source
    • 4.3.4.2 How to Configure the Preferred Merchant Flag
    • 4.3.4.3 How to Configure the Customer Billable Indicator
    • 4.3.4.4 How to Configure the Receipts Indicator
    • 4.3.4.5 How to Configure Expense Payment Types
    • 4.3.4.6 How to Configure the Default Expense Distribution Percentage
    • 4.3.4.7 How to Configure Lookup Dates for Currency Conversion

5 Configuring Oracle Financial Analytics

• 5.1 Overview of Oracle Financial Analytics
• 5.2 Configuration Required Before a Full Load for Financial Analytics
  • 5.2.1 Configuration Steps for Financial Analytics for All Source Systems
  • 5.2.2 Configuration Steps for Financial Analytics for Oracle EBS
    • 5.2.2.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Financial Analytics
    • 5.2.2.2 How to Configure Transaction Types for Oracle General Ledger and Profitability Analytics (for Oracle EBS R12)
    • 5.2.2.3 How to Configure Transaction Types for Oracle General Ledger and Profitability Analytics (for Oracle EBS R11i)
    • 5.2.2.4 How to Specify the Ledger or Set of Books for which GL Data is Extracted
  • 5.2.3 Configuration Steps for Financial Analytics for PeopleSoft
    • 5.2.3.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Financial Analytics
    • 5.2.3.2 How to Configure Domain Values for Oracle Receivables Analytics
    • 5.2.3.3 How to insert beginning GL Balances into Oracle BI Applications
    • 5.2.3.4 Oracle GL Budget Analytics for PeopleSoft Configuration
  • 5.2.4 Configuration Steps for Financial Analytics for Oracle JD Edwards EnterpriseOne
    • 5.2.4.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Financial Analytics for Oracle JD Edwards EnterpriseOne
    • 5.2.4.2 How to Configure domainvalues_payment_method_jde.csv
    • 5.2.4.3 How to Configure domainvalues_src_transaction_type_codes_jde.csv and domainvalues_lkp_transaction_type_codes_jde.csv
    • 5.2.4.4 How to Configure domainvalues_make_buy_indicator_product_jde.csv
    • 5.2.4.5 About the file_fin_stmt_item_names_jde.csv and file_fin_sub_names_jde.csv Files
    • 5.2.4.6 How to Configure the file_group_acct_codes_jde.csv
    • 5.2.4.7 How to Configure the file_glacct_catcodes_segment_config_jde.csv
    • 5.2.4.8 How to Configure the file_glacct_segment_config_jde.csv
    • 5.2.4.9 How to Configure the file_lkp_fiscal_period_Qtr_Config_jde.csv
  • 5.2.5 Configuration Steps for Financial Analytics for Universal
• 5.3 Configuration Steps for Controlling Your Data Set
  • 5.3.1 Configuration Steps for Financial Analytics for All Source Systems
    • 5.3.1.1 How to Include Unapplied Payments in AR Aging Calculations
    • 5.3.1.2 How to Configure the AP/AR Aging Tables
    • 5.3.1.3 How to Set Up Drill Down in Oracle BI Answers from General Ledger to Subledger
  • 5.3.2 Configuration Steps for Financial Analytics for Oracle EBS
    • 5.3.2.1 How GL Balances Are Populated in Oracle EBS
    • 5.3.2.2 How to Configure Oracle Profitability Analytics Transaction Extracts
    • 5.3.2.3 How to Configure Cost Of Goods Extract (for Oracle EBS 11i)
    • 5.3.2.4 How to Configure AP Balance ID for Oracle Payables Analytics
    • 5.3.2.5 How to Configure AR Balance ID for Oracle Receivables Analytics and Oracle General Ledger and Profitability Analytics
    • 5.3.2.6 How to Configure the AR Adjustments Extract for Oracle Receivables Analytics
    • 5.3.2.7 How to Configure the AR Schedules Extract
    • 5.3.2.8 How to Configure the AR Cash Receipt Application Extract for Oracle Receivables Analytics
    • 5.3.2.9 How to Configure the AR Credit-Memo Application Extract for Oracle Receivables Analytics
    • 5.3.2.10 How to Enable Project Analytics Integration with Financial Subject Areas
  • 5.3.3 Configuration Steps for Financial Analytics for PeopleSoft
    • 5.3.3.1 Overview of PeopleSoft Tree Data Structures
    • 5.3.3.2 About PeopleSoft Trees in Oracle Financial Analytics
    • 5.3.3.3 General Ledger Chartfield Hierarchy Extraction Customization
    • 5.3.3.4 Internal Organization Hierarchy Extraction Customization
    • 5.3.3.5 How to Set Up Default Fiscal Calendars For PeopleSoft
    • 5.3.3.6 How to Enable Project Analytics Integration with Financial Subject Areas
    • 5.3.3.7 Configuring Number of Days based Metrics for PeopleSoft
    • 5.3.3.8 How to Update Dashboard Pages with PeopleSoft Prompts
  • 5.3.4 Configuration Steps for Financial Analytics for Oracle JD Edwards EnterpriseOne
    • 5.3.4.1 Configuring GL Balances in Oracle JD Edwards EnterpriseOne
    • 5.3.4.2 Configuring Number of Days based Metrics
    • 5.3.4.3 How to Update Dashboard Pages with Oracle JD Edwards EnterpriseOne Prompts
  • 5.3.5 Configuration Steps for Financial Analytics for Universal
    • 5.3.5.1 About the Customer Costs Lines and Product Costs Lines Tables for Oracle's Profitability Analytics
    • 5.3.5.2 How to Configure the Customer Costs Lines and Product Costs Lines Tables for Oracle's Profitability Analytics
    • 5.3.5.3 How to Configure Budgets for Oracle Profitability Analytics

6 Configuring Oracle Supply Chain and Order Management Analytics

• 6.1 Overview of Oracle Supply Chain and Order Management Analytics
• 6.2 Configuration Required Before A Full Load for Oracle Supply Chain and Order Management Analytics
  • 6.2.1 Configuration Steps for Oracle Supply Chain and Order Management Analytics for All Source Systems
    • 6.2.1.1 How to Disable Project Dimensions
  • 6.2.2 Configuration Steps for Oracle Supply Chain and Order Management Analytics for Oracle EBS
    • 6.2.2.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Supply Chain and Order Management Analytics
    • 6.2.2.2 How to Configure Invoice Type Domain Values
    • 6.2.2.3 How to Configure Pick Types Domain Values
    • 6.2.2.4 How to Configure Order Types Domain Values
    • 6.2.2.5 How to Configure Pick Status Domain Values
    • 6.2.2.6 How to Configure Invoice Status Domain Values
    • 6.2.2.7 How to Configure Order Overall Status Domain Values
    • 6.2.2.8 How to Configure Pay Method Domain Values
    • 6.2.2.9 How to Configure Movement Types Domain Values
    • 6.2.2.10 How to Configure Quantity Types for Product Transactions
    • 6.2.2.11 How to Deploy Objects in Oracle EBS for exploding the BOM
  • 6.2.3 Configuration Steps for Oracle Supply Chain and Order Management Analytics for PeopleSoft
  • 6.2.4 Configuration Steps for Oracle Supply Chain and Order Management Analytics for Universal
• 6.3 Configuration Steps for Controlling Your Data Set
  • 6.3.1 Configuration Steps for Oracle Supply Chain and Order Management Analytics for All Source Systems
    • 6.3.1.1 Tracking Multiple Attribute Changes in Bookings
    • 6.3.1.2 Process of Aggregating Oracle Supply Chain and Order Management Analytics Tables
    • 6.3.1.3 About Tracking Multiple Products for Oracle Supply Chain and Order Management Analytics
    • 6.3.1.4 Adding Dates to the Order Cycle Time Table for Post-Load Processing
    • 6.3.1.5 About Configuring the Backlog Period Date for Oracle Supply Chain and Order Management Analytics
    • 6.3.1.6 Example of How Backlog Data Is Stored in the Backlog History Table
    • 6.3.1.7 About Configuring the Customer Status History Fact for Post-Load Processing In Oracle Supply Chain and Order Management Analytics
    • 6.3.1.8 Configuring the Customer Status History Fact table
    • 6.3.1.9 How to Configure the Customer Status History Fact table
    • 6.3.1.10 About Configuring the Inventory Monthly Balance Table
    • 6.3.1.11 How to Configure the Inventory Monthly Balance
    • 6.3.1.12 About Configuring the Product Transaction Aggregate Table
    • 6.3.1.13 How to Configure the Product Transaction Aggregate Table
  • 6.3.2 Configuration Steps for Oracle Supply Chain and Order Management Analytics for Oracle EBS
    • 6.3.2.1 How to Configure Sales Order Lines Data Storage
    • 6.3.2.2 About the Handling of Booked and Nonbooked Orders in the Order Lines and Bookings Table
    • 6.3.2.3 How to Configure Sales Schedule Lines Data Storage
    • 6.3.2.4 About the Handling of Booked and Nonbooked Orders in the Sales Schedule Lines Table
    • 6.3.2.5 About Loading Bookings at the Schedule Line Level
    • 6.3.2.6 How to Configure Early and Late Tolerances for Shipments
    • 6.3.2.7 How to Configure Sales Invoice Lines Data Storage
    • 6.3.2.8 How to Configure the Sales Invoice Extract
    • 6.3.2.9 How to Configure the Order Lines Execution Plan and OTB ETL
    • 6.3.2.10 How to Configure Procurement and Spend Analytics for Oracle Supply Chain and Order Management Analytics
    • 6.3.2.11 How to Configure Oracle Financial Analytics for Oracle Supply Chain and Order Management Analytics
    • 6.3.2.12 About Tracking Attribute Changes in Bookings
    • 6.3.2.13 About Viewing the Data Warehouse Changes by Salesperson ID
    • 6.3.2.14 How to Configure Different Types of Backlog Calculations
    • 6.3.2.15 Adding Closed Orders to Backlog Calculations
    • 6.3.2.16 How to Configure the Bill of Materials Explosion Options
    • 6.3.2.17 How to Configure the Left Bound and Right Bound Calculation Option
  • 6.3.3 Configuration Steps for Oracle Supply Chain and Order Management Analytics for PeopleSoft
  • 6.3.4 Configuration Steps for Oracle Supply Chain and Order Management Analytics for Universal

7 Configuring Oracle Human Resources Analytics

• 7.1 Overview of Oracle Human Resources Analytics
• 7.2 Configuration Required Before A Full Load for Oracle HR Analytics
  • 7.2.1 Configuration Steps for Oracle HR Analytics for All Source Systems
    • 7.2.1.1 Configuring Band Dimensions
    • 7.2.1.2 About Domain Values and CSV Worksheet Files for Oracle HR Analytics
  • 7.2.2 Configuration Steps for Oracle HR Analytics for Oracle EBS
    • 7.2.2.1 Domain Values and CSV Worksheet Files for Oracle EBS
    • 7.2.2.2 How to configure the domainValues_AbsenceEvent_Status_ora<ver>.csv
    • 7.2.2.3 How to Configure the domainValues_Employment_Cat_ora<ver>.csv
    • 7.2.2.4 How to Configure the domainValues_Employee_Ethnic_Group_Code_ora<ver>.csv
    • 7.2.2.5 How to Configure the domainValues_Employment_Full_Time_Flg_ora<ver>.csv
    • 7.2.2.6 How to Configure the domainValues_Employee_Sex_MF_ora<ver>.csv
    • 7.2.2.7 How to Configure the domainValues_Employment_Status_ora<ver>.csv
    • 7.2.2.8 How to Configure the domainValues_Employee_Veteran_Status_Code_ora<ver>.csv
    • 7.2.2.9 How to configure the domainValues_Flsa_ora<ver>.csv
    • 7.2.2.10 How to Configure the domainValues_HRPosition_Active_Pos_Flg_ora<ver>.csv
    • 7.2.2.11 How to Configure the domainValues_Pay_Type_Flg_ora<ver>.csv
    • 7.2.2.12 How to Configure the domainValues_Pay_Type_Grp_Code_ora<ver>.csv
    • 7.2.2.13 How to configure the domainValues_perf_nrml_rating_ora<ver>.csv
    • 7.2.2.14 How to Configure the domainValues_Recruitment_Event_Reason_ora<ver>.csv
    • 7.2.2.15 How to Configure the domainValues_Recruitment_Source_Type_ora<ver>.csv
    • 7.2.2.16 How to Configure the domainValues_Requisition_Category_ora<ver>.csv
    • 7.2.2.17 How to Configure the domainValues_Status_Recruitment_ora<ver>.csv
    • 7.2.2.18 How to Configure the domainValues_Status_Vacancy_ora<ver>.csv
    • 7.2.2.19 How to Configure the domainValues_Wrkfc_EventType_ora<ver>.csv
    • 7.2.2.20 How to Configure Address Types for HR Profile
    • 7.2.2.21 How to Configure Phone Types for HR Profile
    • 7.2.2.22 How to Configure Education Degree Codes for Employee Dimension
    • 7.2.2.23 How to Configure Flags for the Pay Type Dimension
    • 7.2.2.24 How to Configure Classification Names for Payroll
  • 7.2.3 Configuration Steps for Flexflelds
    • 7.2.3.1 How to generate Flexfield Configuration file for HCM hr_file_flex_kff_dff_user_config_map.csv
    • 7.2.3.2 How to Configure the Key Flexfields for the Job Dimension
    • 7.2.3.3 How to Configure the Key Flexfields for the HR Position Dimension
    • 7.2.3.4 How to Configure the Key Flexfields for the Pay Grade Dimension
    • 7.2.3.5 How to Configure Collect FTE, Collect Performance Ratings, and Load User Flex Data
  • 7.2.4 Configuration Steps for Oracle HR Analytics for PeopleSoft
    • 7.2.4.1 Domain Values and CSV Worksheet Files for HR Analytics for PeopleSoft HCM
    • 7.2.4.2 How to Configure the domainValues_Employee_Ethnic_Group_Code_psft.csv
    • 7.2.4.3 How to Configure the domainValues_Employee_Sex_MF_psft.csv
    • 7.2.4.4 How to Configure the domainValues_Employee_Veteran_Status_Code_psft.csv
    • 7.2.4.5 How to Configure the domainValues_Employment_Category_psft.csv
    • 7.2.4.6 How to Configure the domainValues_Flsa_psft.csv
    • 7.2.4.7 How to Configure the domainValues_Employment_Full_Time_Flg_psft.csv
    • 7.2.4.8 How to Configure the domainValues_Employment_Status_psft.csv
    • 7.2.4.9 How to Configure the domainValues_Wrkfc_EventType_psft.csv
    • 7.2.4.10 How to Configure the domainValues_Emp_EventType_Grp_Code_psft.csv
    • 7.2.4.11 How to Configure the domainValues_HRPosition_Active_Pos_Flg_psft.csv
    • 7.2.4.12 How to Configure the domainValues_Pay_Type_Grp_Code_psft.csv
    • 7.2.4.13 How to Configure the domainValues_Emp_EventType_EventReason_Code_psft.csv
    • 7.2.4.14 How to Configure the domainValues_Recruitment_Source_Type_psft<ver>.csv
    • 7.2.4.15 How to Configure the domainValues_Requisition_Category_psft<ver>.csv (WIP)
    • 7.2.4.16 How to Configure the domainValues_Status_Vacancy_Recruitment_psft<ver>.csv
    • 7.2.4.17 How to Configure the domainValues_Recruitment_Event_Reason_psft<ver>.csv
    • 7.2.4.18 How to Configure the file_pension_comp_flg.csv
    • 7.2.4.19 How to Configure Compensation Flag and Pension Compensation Flag for Pay Type Dimension
    • 7.2.4.20 How to configure the domainValues_perf_nrml_rating_psft.csv
    • 7.2.4.21 How to configure the domainValues_Wrkfc_IntlAssign_psft.csv
    • 7.2.4.22 How to configure the domainValues_AbsenceEvent_Status_psft.csv
  • 7.2.5 Configuration Steps for Oracle HR Analytics for Universal
  • 7.2.6 Configuration Steps for Controlling Your Data Set
    • 7.2.6.1 Configuration Steps for Oracle HR Analytics for All Source Systems
    • 7.2.6.2 Configuration Steps for Oracle HR Analytics for Oracle EBS
    • 7.2.6.3 Configuration Steps for Oracle HR Analytics for PeopleSoft
    • 7.2.6.4 Configuration Steps for Oracle HR Analytics for Universal

8 Configuring Oracle Sales Analytics

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

9 Configuring Oracle Contact Center Telephony Analytics

• 9.1 Overview of Oracle Contact Center Telephony Analytics
• 9.2 Configuration Required Before A Full Load for Contact Center Telephony Analytics
  • 9.2.1 About the Dimension Key Resolution Process for Universal Source
  • 9.2.2 How to Load the Dimension Table
  • 9.2.3 How to Load the Fact Table
  • 9.2.4 Setting Up The DATASOURCE_NUM_ID Parameter for the Universal Adapter
  • 9.2.5 About Configuring the Event Type Columns
    • 9.2.5.1 The Activity Type Column
    • 9.2.5.2 Call Type (or Contact Type) Column
    • 9.2.5.3 Call Event Type Column
    • 9.2.5.4 After-Call Work Activity (ACW) Type Column
  • 9.2.6 About Configuring The Contact Reason Column
  • 9.2.7 About Configuring Contact Status Type Column
  • 9.2.8 Setting Up the Representative Activities Table
  • 9.2.9 Setting Up the Contact Center Performance Table
  • 9.2.10 Setting Up the Benchmarks and Targets Table
  • 9.2.11 Logical Delete of Records From Fact Tables
  • 9.2.12 How to Configure Dates and Times
  • 9.2.13 Configuring Flags for Oracle Contact Center Telephony Analytics
  • 9.2.14 How to Exclude Representative Data for Post-Load Processing
  • 9.2.15 How to Configure Alternate Load Plan to Enable Direct Load to the Entry-Level Rep Activity Aggregates
  • 9.2.16 How to Configure Alternate Load Plan to Enable Direct Load to the Entry-Level Contact Performance Aggregates
  • 9.2.17 How to Set Up the Integration_Id of the Contact Center Telephony Facts in the Warehouse
  • 9.2.18 Setting Up the IVR Menu and IVR Navigation Profile Tables
    • 9.2.18.1 Determining Navigation Profile and Transfer Flag for a Call
    • 9.2.18.2 Slowly Changing Dimension Behavior of IVR Menu and IVR Navigation Profile Dimensions
  • 9.2.19 How to View Duration Metrics in hh:mm:ss Format in Oracle BI Answers
• 9.3 Configuration Steps for Controlling Your Data Set

10 Configuring Oracle Price Analytics

• 10.1 Overview of Oracle Price Analytics
• 10.2 Configuration Required Before a Full Load for Oracle Price Analytics
  • 10.2.1 Configuration Steps for Oracle Price Analytics for All Source Systems
  • 10.2.2 About Configuring Domain Value and CSV Worksheet Files for Oracle Price Analytics
  • 10.2.3 How to Configure the domainValues_PriceWaterfallElement_Name.csv
  • 10.2.4 Configuration Steps for Universal Sources
    • 10.2.4.1 Populating Flat File Data For Siebel Sources
    • 10.2.4.2 Populating Flat File Data for Non-Siebel Sources
    • 10.2.4.3 Data Standards for Flat Files
• 10.3 Price Waterfall Element Sample Data
  • 10.3.1 Example of an Order for a Simple Product
  • 10.3.2 Example of an Order for a Configured Product

11 Configuring Oracle Service Analytics

• 11.1 Overview of Oracle Service Analytics
• 11.2 Configuration Required Before A Full Load With An Oracle EBS Source System
  • 11.2.1 Configuring DAC Parameters for Oracle Service Analytics With An Oracle EBS Source System
  • 11.2.2 Configuring Domain Values for Oracle Service Analytics With An Oracle EBS Source System
    • 11.2.2.1 About Domain Values and CSV Worksheet Files for Oracle Service Analytics
    • 11.2.2.2 How to Configure Activity Status
    • 11.2.2.3 How to Configure Asset Status
    • 11.2.2.4 How to Configure Agreement Status
    • 11.2.2.5 How to Configure Service Request Status
    • 11.2.2.6 How to Configure Activity Priority
    • 11.2.2.7 How to Configure Activity Category
    • 11.2.2.8 How to Configure Activity Type
    • 11.2.2.9 How to Configure Activity Resolution
    • 11.2.2.10 How to Configure Asset Cost Category
    • 11.2.2.11 How to Configure Request Severity Code
    • 11.2.2.12 How to Configure Service Request Area Code
  • 11.2.3 Configuring Your RPD Repository for Oracle Service Analytics With An Oracle EBS Source System
• 11.3 Configuration Required Before A Full Load With Siebel CRM Source Systems
  • 11.3.1 Configuring DAC Parameters for Oracle Service Analytics With A Siebel CRM Source System
  • 11.3.2 Configuring Domain Values for Oracle Service Analytics With A Siebel CRM Source System
    • 11.3.2.1 About Domain Values and CSV Worksheet Files for Oracle Service Analytics
    • 11.3.2.2 How to Configure Activity Status
    • 11.3.2.3 How to Configure Asset Status
    • 11.3.2.4 How to Configure Agreement Status
    • 11.3.2.5 How to Configure Service Request Status
    • 11.3.2.6 How to Configure Activity Priority
    • 11.3.2.7 How to Configure Activity Category
    • 11.3.2.8 How to Configure Activity Type
    • 11.3.2.9 How to Configure Activity Resolution
    • 11.3.2.10 How to Configure Request Severity Code
    • 11.3.2.11 How to Configure Service Request Area Code
• 11.4 Configuration Steps for Controlling Your Data Set

12 Configuring Oracle Marketing Analytics

• 12.1 Overview of Oracle Marketing Analytics
• 12.2 Configuration Required Before A Full Load
  • 12.2.1 Configuring Oracle Marketing Analytics For Siebel Version 8.1.1
    • 12.2.1.1 About Domain Values and CSV Worksheet Files for Oracle Marketing Analytics
    • 12.2.1.2 How to Configure the Lead Quality Codes
    • 12.2.1.3 How to Configure Lead Status Codes
• 12.3 Configuration Steps for Controlling Your Data Set

13 Configuring Oracle Loyalty Analytics

• 13.1 Overview of Oracle Loyalty Analytics
  • 13.1.1 Oracle Loyalty Analytics Roles
• 13.2 Configuration Required Before a Full Load
  • 13.2.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Loyalty Analytics
  • 13.2.2 How to Configure the domainValues_Loyalty_Statement_Type.csv
  • 13.2.3 How to Configure the domainValues_Member_Status.csv
  • 13.2.4 How to Configure the domainValues_Transaction_Status_Types.csv
  • 13.2.5 How to Configure the domainValues_Loyalty_Tier_movement_Type.csv
  • 13.2.6 How to Configure the file_Redeemed_Unit_Cost.csv
• 13.3 Configuration Steps for Controlling Your Data Set
  • 13.3.1 How to Configure the LoyaltyTotalRevenueInput.xls

14 Configuring Oracle Pharma Analytics

• 14.1 What's New for Pharma Analytics in Version 7.9.6
• 14.2 Oracle Business Analytics Warehouse for Life Sciences Overview
• 14.3 Importing Syndicated Data into Oracle Business Analytics Warehouse
  • 14.3.1 Syndicated Loading Definitions
  • 14.3.2 Data Types Supported in the Oracle Business Analytics Warehouse
  • 14.3.3 Loading Syndicated Data into the Oracle Business Analytics Warehouse
    • 14.3.3.1 Loading From a Flat File Source Using Syndicated Data Staging Tables and Cross-Referencing Tables
    • 14.3.3.2 Loading From a Flat File Source Using Syndicated Market Staging Tables
• 14.4 Syndicated Data Flat File Formats
  • 14.4.1 Syndicated Data Flat File for Direct Sales Data
  • 14.4.2 Syndicated Data Flat File for Indirect Sales Data
  • 14.4.3 Syndicated Data Flat File for Prescription Data
  • 14.4.4 Syndicated Data Flat File for Plan Level Rx Data
  • 14.4.5 Syndicated Data Flat File for Physician Plan Level Rx Data
  • 14.4.6 Syndicated Data Flat File for Weekly Early View Data
  • 14.4.7 Syndicated Market Flat File for Indirect Sales Data
  • 14.4.8 Syndicated Market Flat File for Prescription Data
  • 14.4.9 Syndicated Market Flat File for Plan Level Rx Data
  • 14.4.10 Syndicated Market Flat File for Physician Plan Level Rx Data
  • 14.4.11 Syndicated Market Flat File for Weekly Early View Data
  • 14.4.12 Flat File Cross-Reference Data Population Rules
• 14.5 Supporting Database Partitioning in Syndicated Data and Market Load
  • 14.5.1 Overview
  • 14.5.2 Definitions for Database Partition Components
  • 14.5.3 Identify Partition Name and Value
  • 14.5.4 How to Create Partition Table
  • 14.5.5 How to Prepare Flat Files for Database Partition
    • 14.5.5.1 Syndicated Data and Market Flat File Format
    • 14.5.5.2 Define the Relation Between Top Level Position and Partition Value in Flat File
  • 14.5.6 How to Enable Database Partition Feature for Syndicated Data and Market Fact
  • 14.5.7 How to Disable Database Partition Feature for Syndicated Data and Market Fact
  • 14.5.8 Only the Oracle Platform is Supported for the Database Partition Feature in Default
    • 14.5.8.1 The W_SYND_PARTITION_TMP Table
    • 14.5.8.2 Dynamically Generate SQL for Active Partition to Truncate Partitioned Table
    • 14.5.8.3 Method to Truncate Partitioned Table for Syndicated Data and Market Base Fact Tables
    • 14.5.8.4 Method to Truncate Partitioned Table for Syndicated Data and Market Territory or District Level and Aggregate Fact Tables
    • 14.5.8.5 Method to Create Index for Partitioned Syndicated Data and Market Fact Tables
• 14.6 Supporting Restartability in Syndicated Data and Market Load
  • 14.6.1 Overview
  • 14.6.2 How to Enable Restartability Feature in DAC for Syndicated Data and Market Base Fact Tables
    • 14.6.2.1 How to Enable Restartability Feature in DAC for Syndicated Data Base Fact
    • 14.6.2.2 How to Enable Restartability Feature in DAC for Syndicated Market Base Fact
    • 14.6.2.3 How to Re-assemble Subject Areas and Re-build Execution Plans
  • 14.6.3 How to Disable Restartability Feature in DAC for Syndicated Data and Market Base Fact Tables
    • 14.6.3.1 How to Disable Restartability Feature in DAC for Syndicated Data Base Fact
    • 14.6.3.2 How to Disable Restartability Feature in DAC for Syndicated Market Base Fact
    • 14.6.3.3 How to Re-assemble Subject Areas and Re-build Execution Plans
• 14.7 Life Sciences Data Loading Issues with Oracle Business Analytics Warehouse
  • 14.7.1 Known Issues with the Syndicated Data Fact Tables
• 14.8 Incremental Updates in the Oracle Business Analytics Warehouse LS Dimension Tables
  • 14.8.1 W_ALIGNMT_DH
  • 14.8.2 W_ALIGNVER_DH
• 14.9 About Pharma Disconnected Analytics
• 14.10 Sourcing Reports for Oracle's Pharma Disconnected Analytics

15 Configuring Oracle Project Analytics

• 15.1 Overview of Oracle Project Analytics
• 15.2 Configuration Required Before a Full Load of Project Analytics
  • 15.2.1 Configuration Steps for Project Analytics for All Source Systems
    • 15.2.1.1 Configuring Dimension Hierarchies for Project Analytics
    • 15.2.1.2 Configuring DAC Parameters for Project Analytics
  • 15.2.2 Configuration Steps for Project Analytics for Oracle EBS
    • 15.2.2.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Project Analytics
    • 15.2.2.2 How to Configure the DomainValues_Project_Type_Class_code_ora<ver>.csv
    • 15.2.2.3 How to Configure the domainValues_Project_Status_ora<ver>.csv
    • 15.2.2.4 How to Configure the domainValues_Project_ServiceType_ora<ver>.csv
    • 15.2.2.5 How to Configure the domainValues_Project_ResourceClass_ora<ver>.csv
    • 15.2.2.6 How to Configure the domainValues_Project_InvoiceRevenue_Status_ora<ver>.csv
    • 15.2.2.7 How to Configure the domainValues_Project_Invoice_Line_Type_ora<ver>.csv
    • 15.2.2.8 How to Configure the domainValues_Project_Funding_Level_code_ora<ver>.csv
    • 15.2.2.9 How to Configure the domainValues_Project_Funding_Category_ora<ver>.csv
    • 15.2.2.10 How to Configure the domainValues_Project_Cost_Transfer_Status_ora<ver>.csv
    • 15.2.2.11 How to Configure the domainValues_Project_Budget_Time_Phased_Code_ora<ver>.csv
    • 15.2.2.12 About Configuring the Project Dimension for Oracle EBS
    • 15.2.2.13 About Configuring the Task Dimension for Oracle EBS
    • 15.2.2.14 About Configuring the Financial Resource Dimension
    • 15.2.2.15 About Configuring the Project Classification Dimension
    • 15.2.2.16 About Configuring the Work Type Dimension
    • 15.2.2.17 About Configuring the Job Dimension
    • 15.2.2.18 About Operating Unit Based Security with Oracle EBS
  • 15.2.3 Configuration Steps for Project Analytics for PeopleSoft
    • 15.2.3.1 About Persisted Stage for Oracle Project Analytics for PeopleSoft
    • 15.2.3.2 About Configuring Domain Values and CSV Worksheet Files for Oracle Project Analytics
    • 15.2.3.3 How to Configure Resource Class Domain Values for the Transaction Type Dimension
    • 15.2.3.4 How to Configure Invoice Line Domain Values for the Transaction Type Dimension
    • 15.2.3.5 How to Configure Project Type Class Code Domain Values for the Project Dimension
    • 15.2.3.6 How to Configure Project Status Domain Values for the Status Dimension
    • 15.2.3.7 How to Configure Transfer Status Domain Values for the Status Dimension
    • 15.2.3.8 How to Configure Revenue Status Domain Values for the Status Dimension
    • 15.2.3.9 How to Configure Invoice Status Domain Values for the Status Dimension
    • 15.2.3.10 How to Configure Project Budget
    • 15.2.3.11 How to Configure Project Cost
    • 15.2.3.12 Updating Project Analytics Logical Table Sources
    • 15.2.3.13 Operating Unit Based Security with PeopleSoft
  • 15.2.4 Configuration Steps for Project Analytics for Universal
    • 15.2.4.1 What is Universal Adapter for Project Analytics?
    • 15.2.4.2 Data Format Requirements
    • 15.2.4.3 Sample Source Files for Universal Adapter for Project Analytics
    • 15.2.4.4 How to Create Data Files for Universal Adapter for Project Analytics
  • 15.2.5 Configuration Steps for Controlling Your Data Set
    • 15.2.5.1 Configuration Steps for Oracle Project Analytics for All Source Systems
    • 15.2.5.2 Configuration Steps for Oracle Project Analytics for Oracle EBS
    • 15.2.5.3 Configuration Steps for Oracle Project Analytics for PeopleSoft
    • 15.2.5.4 Configuration Steps for Oracle Project Analytics for Universal
• 15.3 Oracle Project Analytics Integrations
  • 15.3.1 Integrations with Project Analytics for Oracle EBS
    • 15.3.1.1 About the Integration with Procurement and Spend Analytics for Oracle EBS
    • 15.3.1.2 About the Integration with Financial Analytics for Oracle EBS
  • 15.3.2 Integrations with Project Analytics for PeopleSoft
    • 15.3.2.1 About the Integration with Procurement and Spend for PeopleSoft
    • 15.3.2.2 About the Integration with Financial Analytics for PeopleSoft

Part III Configuring the Oracle BI Repository

16 Configuring the Oracle BI Repository

• 16.1 Modifying the Oracle BI Repository for Siebel Applications version 6.3 and version 7.5
• 16.2 Configuring the Oracle BI Repository Connections
  • 16.2.1 About the Predefined Connection Pools in the Oracle Business Analytics Warehouse
    • 16.2.1.1 How to Configure Dynamic Data Source Names
  • 16.2.2 How to Configure the Oracle BI Repository Connections
  • 16.2.3 How to Configure Oracle BI Repository Variables
• 16.3 Setting up Date-Specific Metrics
• 16.4 Setting Up Additional Time Series Metrics for Oracle Business Analytics Warehouse
• 16.5 Setting Up Additional Dimension Tables for Oracle Business Analytics Warehouse
• 16.6 Setting up Product Category Hierarchies
• 16.7 About the Period Ago Keys for Oracle Business Analytics Warehouse
• 16.8 About Oracle BI Time Repository Variables
• 16.9 About User Authentication
• 16.10 About the Security or Visibility Configuration
• 16.11 About the Group Variable
• 16.12 About Configuring Usage Tracking for Oracle Business Analytics Warehouse
• 16.13 About the Incremental Deployment of the Oracle BI Applications Repository

Part IV Customizing the Oracle Business Analytics Warehouse

17 Customizing the Oracle Business Analytics Warehouse

• 17.1 Overview of Customization in Oracle Business Intelligence Applications
  • 17.1.1 What is Customization in Oracle Business Intelligence Applications?
  • 17.1.2 About the Customization Process
• 17.2 Oracle Business Analytics Warehouse Customization Scenarios
  • 17.2.1 Types of Customizations
  • 17.2.2 Upgrade Consideration
• 17.3 Category 1 Customizations: Adding Columns to Existing Fact or Dimension Tables
  • 17.3.1 About Extending Mappings
  • 17.3.2 Impact of Customization on Upgrade
    • 17.3.2.1 Points to Remember
  • 17.3.3 Typical Steps to Extend Mappings in the Oracle Business Analytics Warehouse
  • 17.3.4 Scenario for Extending the Oracle Business Analytics Warehouse
    • 17.3.4.1 Tips for Modifying the SQL Override in a Source Qualifier
    • 17.3.4.2 Example of Extracting Data from a Siebel Source
    • 17.3.4.3 Including a Source Table for the Change Capture Process
    • 17.3.4.4 Example of Extracting Data from a Non-Siebel Packaged Source
    • 17.3.4.5 Example of Extracting Data from a Universal Source
    • 17.3.4.6 Example of Loading Data into an Existing Target Table
    • 17.3.4.7 Updating DAC
• 17.4 Other Types of Customizations Requiring Special Handling
  • 17.4.1 Modifying Category 2 SCD Triggers
  • 17.4.2 Adding Dimensions to Existing Facts
  • 17.4.3 Adding Date Dimensions to Existing Facts
  • 17.4.4 Adding Currencies to an Existing Table
• 17.5 Category 2 Customizations: Adding Additional Tables
  • 17.5.1 About Creating New Dimension or Fact Tables
    • 17.5.1.1 Required Columns
    • 17.5.1.2 About the Oracle Business Analytics Warehouse DATASRC_NUM_ID Column
  • 17.5.2 Using Custom Folders in the Oracle Business Analytics Warehouse
  • 17.5.3 Creating Custom Informatica Workflows
  • 17.5.4 Important Notes About Customizing the Oracle Business Analytics Warehouse
    • 17.5.4.1 Additional Customization Instructions
  • 17.5.5 Including a Source Table for Change Capture Process
  • 17.5.6 Adding a New Dimension in the Oracle Business Analytics Warehouse
  • 17.5.7 Adding a New Fact Table in the Oracle Business Analytics Warehouse
  • 17.5.8 Adding a New Dimension Table for a New Fact Table in the Oracle Business Analytics Warehouse
• 17.6 Category 3 Customizations: Adding New Data as a Whole Row into a Standard Dimension Table
• 17.7 Configuring Extracts
  • 17.7.1 Extracting Additional Data
    • 17.7.1.1 Extracting New Data Using an Existing Source Table
    • 17.7.1.2 Extracting Data from a New Source Table
  • 17.7.2 Setting Up the Delimiter for Source Files
  • 17.7.3 Configuring a Source Adapter Mapplet
• 17.8 Configuring Loads
  • 17.8.1 Filtering and Deleting Records
  • 17.8.2 About Primary Extract and Delete Mappings Process
  • 17.8.3 About Working with Primary Extract and Delete Mappings
    • 17.8.3.1 Deleting the Configuration for Source-Archived Records
    • 17.8.3.2 Enabling Delete and Primary Extract Sessions
• 17.9 Configuring Slowly Changing Dimensions
  • 17.9.1 About Identifying Historically Significant Attributes
    • 17.9.1.1 About the Extract View
  • 17.9.2 Category 1 and Category 2 Slowly Changing Dimensions
    • 17.9.2.1 Category 1 Slowly Changing Dimension
    • 17.9.2.2 Category 2 Slowly Changing Dimension
    • 17.9.2.3 Effective Dates
• 17.10 About Stored Lookups
• 17.11 Codes Lookup
  • 17.11.1 W_CODES Table
  • 17.11.2 Codes Mappings
  • 17.11.3 Codes Mapplets
  • 17.11.4 Configuring Extension Column Code Description Lookups
• 17.12 About Resolving Dimension Keys
  • 17.12.1 Resolving the Dimension Key Using Lookup
• 17.13 About Domain Values
  • 17.13.1 About the Domain Value Conversion Process
    • 17.13.1.1 Preparing to Define the Rules
  • 17.13.2 About the Importance of Domain Values
    • 17.13.2.1 Hire Count
    • 17.13.2.2 Re-hires Ratio
    • 17.13.2.3 New Hire Count
    • 17.13.2.4 Newly Separated Veterans - New Hires
    • 17.13.2.5 Other Protected Veterans - New Hires
    • 17.13.2.6 Special Disabled Veteran Head count - New Hires
    • 17.13.2.7 Vietnam Era Veteran Head count - New Hires
  • 17.13.3 About Extending the Domain Value Set
• 17.14 Configuring the Domain Value Set with CSV Worksheet Files
• 17.15 Configuring the Domain Value Set Using Informatica PowerCenter Designer
• 17.16 Configuring Conformed Dimensions
  • 17.16.1 Configuring Conformed Dimensions for Universal Adapter
    • 17.16.1.1 Product Effective Dates in the Products Dimension

Index