You can set up Dashboards and Analyses, for Unifier Vendors data, in Oracle Business Intelligence Enterprise (OBIE) analyses.
When you open a Vendors record in the Analytics node, you will see the Analytics - Vendors Setup window that contains the following tabs, after you add a Vendor record and click Apply:
- Vendors tab
- Data Mapping tab
Vendors tab
Note: You need to first select the Business Processes that you want to set as Vendor Business Processes for use in Analytics.
In the Vendors tab, click Add to open the Select a Business Process as Vendor for Analytics window. The list of Business Processes in this window is in alphabetic order.
Note: Only one Business Process can be marked as Vendor, so the Add option is disabled after your selection.
Select a Business Process (Company and Shell level - Active and Inactive), then click OK. You can select one Business Process, only.
You can remove a Vendor Business Process by selecting the item and clicking Remove.
Use the Vendors tab to select the Vendors names that you want to use in Analytics. Once selected, you can use Add to add the name or Remove to remove a Vendors.
You can remove a Vendor Business Process that is published for Analytics. To remove an item for use in Analytics, select the item from the list in the Select a Business Process as Vendor for Analytics window and click Remove. You can add a removed item for Analytics reporting. Click Add if you want to add a removed item to the list.
If the Company Administrator inactivates a Business Process marked as Vendor, and if the item is used for Analytics, then this Vendor Business Process remains in the Vendors tab.
If a Vendor is removed from the Vendors tab, data that exists in Analytics (for the removed Vendor Business Process) remains as is; however, the new data will not be published.
Data Mapping tab
The Data Mapping tab allows you to map the predefined Analytic Vendor related fields to a corresponding Unifier Data Element (DE) in the Business Process. As mentioned earlier, this tab is available after you have added a Business Process in the Vendors tab and clicked Apply or OK.
In the Data Mapping tab, the following columns, or fields, are present:
- Name
- Source
- Data Source
Name
Pre-populated and represents the fields used in OBI. These are read-only fields and you cannot modify them.
Source
Displays the location of the Data Element (DE) seen in the Data Source. The DEs for Vendor mapping are the Upper form DEs.
Data Source
Allows you to select from a list of all Upper form DEs, for the selected Vendor Business Process in the Vendors tab. The list is filtered based on the Data Definition (DD) match. You can change the mapping of the fields.
The following is a list of fields that need mapping for Vendors:
- Vendor ID
- Name
- Type
The fields displayed in the Data Source drop-down list is a concatenation of DE Label and DE Name, and the DE Name is displayed within parenthesis. For example, Department(contract_department)
Rules for Data Mapping
- If the Analytic field is of a String type, then all pull-downs (Integer and String), Radio Boxes (Integer and String), check boxes, and text DEs are displayed. No pickers will be seen.
- If the Analytic field is of a Pull-down type, then the list of DEs displayed in the Data Source drop-down list are filtered and only the DEs of Pull-down type are displayed. This list includes both Integer and String Pull-downs.
- If the Analytic field is of a Numeric type, then the list of values displayed is a consolidated list of all numeric data elements, which include DEs of type Integer Amount, Currency Amount, and Decimal Amount. No integer pull-downs or Radio boxes will be seen.