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Oracle Environmental Accounting and Reporting User's Guide
Release 12.1
Part Number E23439-03
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Environmental Reporting

Environmental Reporting Overview

Oracle Environmental Accounting and Reporting provides the following pre-built dashboards to report the source usage, emissions data, carbon disclosure, and KPI measures for organizations:

Understanding the Emissions Dashboard

The Emissions dashboard displays a summary of emissions by scope and by source for the whole organization in the default organization hierarchy. The summary is shown by year and by month for a selected year. You can set up reporting thresholds for emissions for your organization. When the emissions are below the threshold, a green indicator is seen on the report. When the emissions are above the threshold, a red indicator is seen on the report.

To view the Emissions page

  1. Navigate to OBIEE Dashboards. Click Emissions. The Emissions page appears.

  2. The following reports display in the Summary tab:

  3. The following reports display in the Emissions by Scope Tab:

  4. The following reports display in the Emissions by Source Tab:

Understanding the Energy Dashboard

The Energy dashboard displays the energy consumed at the individual hierarchy levels of an organization for the selected year.

To view the Energy page

  1. Navigate to OBIEE Dashboards. Click Energy. The Energy page appears.

  2. Select the Year for which you want to view the energy consumption.

  3. The Energy by Year report displays the energy consumed at the individual levels of the organization depending on its hierarchy.

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Understanding the Metrics Dashboard

You can define Key Performance Indicators (KPIs) in the Oracle Environmental Accounting and Reporting (EAR) application to obtain information relevant to an organization. Refer to Defining Key Performance Indicators for more information. When you set up the KPIs, the EAR application calculates the metrics using the transactions of the sources that are included in the numerator and denominator of the KPI definition and displays the results in the Metrics dashboard. For example, you can define a KPI or a metric to calculate and report the amount of emissions per distance travelled, or amount of energy used per employee, or amount of fuel consumed per volume of water pumped.

To view the Metrics page

  1. Navigate to the OBIEE Dashboards. Click Metrics. The Metrics page appears.

  2. Select the KPI and the Year for which you want to view the metrics. The following reports display:

Understanding the Reporting Dashboard

Based on the default organization hierarchy the Reporting dashboard displays the top four levels of the organization structure and the organization control and interested parties to this organization structure.

Note: The pre-built OBIEE dashboards use 01 Level Organization, 02 Level Organization, 03 Level Organization, and 04 Level Organization as the default nomenclature to represent the four levels of the Organization Structure set in the Reporting Parameters. However, you can choose to rename them based on your business needs.

To view the Reporting dashboard

  1. Navigate to the OBIEE Dashboards. Click Reporting. The Reporting page appears.

  2. The following reports display for the organization in the Organization Structure tab:

  3. The following reports display for the organization in the Activity tab. Select the Year and the Level 04 Organization for which you want to view activity details:

  4. The following report displays for the organization in the Controlling Organizations tab. Select the Year and the Controlling Organization (facility) from the list of values (LOV) for which you want to view activity details. All organizations that are defined as Controlling Organizations in the organization setup display in the LOV:

  5. The following report displays for the organization in the Interested Parties tab. Select the Year and the Interested Organization (facility) from the LOV for which you want to view activity details. The Interest Type displays. All organizations that are defined as Interested Parties in the organization setup display in the LOV.

  6. The Carbon Disclosure Project displays a selection of questions related to the carbon disclosure project and is presented with the answers derived from the data available to the Oracle Environmental Accounting and Reporting application. Select the Calendar, Year, and Organization Hierarchy for which you want to view the Carbon Disclosure Project report.

    Note: In the Carbon Disclosure Project (CDP) dashboard page, Company refers to the Level 01 Organization, Division refers to the Level 02 Organization, and Facility refers to the Level 04 Organization in the Organization Hierarchy. The Level 03 Organization is not used for the CDP.

    Refer to Greenhouse Gas Accounting and Reporting for information on the Carbon Disclosure Project.

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Understanding the Summary Dashboard

The Summary dashboard page shows a high level information and comparison of carbon equivalent emissions and energy for related activities for the default parameters for the Organization Hierarchy and Calendar Type by year. For a selected year, the CO2-e emissions are reported by organization and displayed in a bar chart, pie chart, and a table. You can set up reporting thresholds for emissions for your organization using the conditional formatting and other features of Oracle Business Intelligence Enterprise Edition (OBIEE).

To view the Summary page

  1. Navigate to OBIEE Dashboards. Click Summary. The Summary page appears.

  2. Select the Year for which you want to view the emissions and energy consumption information. The default Organizational Hierarchy and Calendar display. The following reports display:

Understanding the Test Dashboard

System Administrators use the Test dashboard to review the data collected from source systems and stored in the data warehouse. The Test dashboard provides reports for the following entities:

Clicking on the link for a data entity provided on the dashboard, such as Emission Scopes, displays the report for the data element in a new page. If the source for the data warehouse is Oracle E-Business Suite (EBS), then the following links on the Test dashboard, which are irrelevant for Oracle EBS, do not show results:

System Administrators can use the Test dashboard to verify the accuracy of the data, for debugging, and for troubleshooting.

To view the Test Dashboard page

  1. Navigate to OBIEE Dashboards. Click Test Dashboard.

    The Test Dashboard page appears.

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  2. Select one of the report links (Assets, Transaction Details, and so on).

    The report displays the data for the entity selected in a new page.

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Understanding the Transactions Dashboard

The Transactions dashboard lists the transactions of an organization by day and organization and also displays the usage and emissions data for each transaction

To view the Transactions dashboard

  1. Navigate to the OBIEE Dashboards. Click Transactions. The Transactions page appears.

  2. Select no criteria to display all the results. Select any of the following search criteria to narrow your results:

  3. Click Go. The following fields display:

Understanding the Usage Dashboard

The Usage dashboard displays the source usages for a facility by year and by source.

To view the Usage dashboard

  1. Navigate to the OBIEE Dashboards. Click Usage. The Usage page appears.

  2. Select no criteria to display all the results. Select any of the following search criteria to narrow your results:

  3. Click Go. The following fields display:

Formatting Graphs

Depending on the number of data points, you may need to lengthen the axis of a Dashboard graph in order to read all data point titles along the axis. For example, in the Emissions Dashboard, select the Emissions by Source tab. The Emissions by Source by Year horizontal bar graph appears. If you have a large number of emissions sources, you may need to lengthen the vertical axis of the graph in order to read the name of each source.

Graph with a Short Vertical Axis

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Same Graph with a Correctly Sized Vertical Axis

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The following procedure explains how to lengthen the axis of a graph using the Emissions by Source by Year horizontal bar graph as an example. You can apply the same steps to any Dashboard graph, though.

To change the size of a graph

  1. Navigate to OBIEE Dashboards. Click Emissions. The Emissions page appears.

  2. Select the Emissions by Source tab.

    The Emissions by Source by Year horizontal bar graph appears.

  3. Click the Page Options icon.

    The Page Options icon appears in the upper right corner of the page, to the left of the Help icon.

  4. Select Edit Dashboard from the Page Options list.

  5. Hover over the Emissions by Source by Year Graph 1 box. Two buttons appear in the upper right corner of this box. Click Properties (the xyz icon).

  6. Select Edit Analysis from the Properties list.

  7. In the Views region in the lower left corner of the page, select Graph from the list of views.

  8. Click Edit View (the pencil icon in the Views region).

    The graph appears.

  9. Select the Edit graph properties icon (the xyz icon) from the toolbar above the graph.

    The Graph properties box opens.

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  10. Enter a new graph width or height in the Canvas Width or Canvas Height fields.

  11. Click OK.

    If the graph size appears correctly, go to the next step. If you need to change the graph size again, repeat the previous two steps over and over until the graph appears correctly.

  12. Click Done in the upper right corner of the page.

  13. Click the Save Analysis icon (upper right corner of the page, near the Help icon).

  14. Navigate to the Dashboard and verify that the graph appears as expected.