Analytics Log (Cash Flow) Setup
You can set up Dashboards and Analyses, for Unifier Cash Flow data, in Oracle Business Intelligence Enterprise (OBIE) analyses and:
- Select the Cash Flow names that you want to use for analyses.
- Set up the data for the fields related to Cash Flow in the Cash Flow record.
When you open a Cash Flow record in the Analytics node, you will see the Cash Flow Setup window that contains the Cash Flow names defined in Shells. In this window, you can add a Cash Flow record and click Apply to see the Data Mapping tab.
In addition to the system-generated Cash Flow Curves, you can add additional user-defined Cash Flow Curves (total of 10). The User Defined Curves section, in Data Mapping tab of the Cash Flow Setup, displays the additional 5 Cash Flow Curves (User Defined Curves from 6 to 10).
Cash Flow tab
Use the Cash Flow tab to select the Cash Flow names that you want to use in Analytics. Once selected, you can use Add to add the name or Remove to remove a Cash Flow.
To add a new Cash Flow:
- In the Analytics - Cash Flow Setup window, Cash Flow tab, click Add to open the Cash Flow window, Select Cash Flow for Analytics.
Note: This list includes the available Cash Flow items, from all CBS Shells with Detail Levels of CBS, Summary CBS, and Commitment in alphabetical order.
- Select one Cash Flow, or select as many as you need, and click OK to add the Cash Flow to the log.
Note: After you add a Cash Flow, that Cash Flow will no longer be available in the Select Cash Flow for Analytics list.
You can remove a Cash Flow item that is published for Analytics. To remove a Cash Flow item for use in Analytics, select the Cash Flow item from the Select Cash Flow item for Analytics list and click Remove. You can delete multiple Cash Flow items from the list. You can add a removed Cash Flow item for Analytics reporting. Click Add if you want to add a removed Cash Flow item to the list.
Data Mapping tab (Cash Flow)
The Data Mapping tab allows you to map the predefined Analytic Cash Flow fields to a corresponding Unifier Cash Flow Curve type.
Note: The Data Mapping tab is available after you have added a Cash Flow item, in the Cash Flow tab, and clicked Apply or OK.
The Data Mapping tab displays the following information:
- Name: Predefined and represents the fields used in OBI.
- The names are grouped logically and sorted based on Initial Baseline, Current Baseline, Actuals, Forecast, and User Defined Curves (1 through 10).
- The drop-down list for the Initial Baseline and Current Baseline includes the items that are based on the Baseline Cash Flow curve type, defined under the Cash Flow data sources (Cashflow Datasources window) in the Standards & Libraries.
- The drop-down list for the Actuals includes the items that are based on the Spends curve type.
- The drop-down list for the Forecast includes the items that are based on the Forecast curve type.
- The drop-down list for the User Defined Curves (1 through 10) includes all the Cash Flow data sources. The items listed are based on the Cash Flow curve type and sorted in alphabetical order.
- Data Source: The Cash Flow data sources defined under the Cash Flow > Data Sources node of the Standards & Libraries.
- The fields displayed in the Data Source drop-down list is a concatenation of the Cash Flow data source name and Cash Flow curve type.
The Analytic field name can be the same as the Data Source name. For example, you can map a User Defined Curve to data source named, "Initial Baseline."
The following is a list of fields that need mapping for Cash Flow:
- Initial Baseline
- Current Baseline
- Actuals (Spends)
- Forecast
- User Defined Curves (labeled 1 through 10)
Note: Cash Flow Derive curve is not supported.
See Also
Unifier and Primavera Analytics
Analytics Log (Business Process) Setup
Analytics Log (Cost Sheet) Setup
Analytics Log (Generic Cost Sheet) Setup
Analytics Log (P6 Summary Sheets)
Access Control Changes for Analytics Node in User Mode Access
Analytics Subject Areas and Unifier Data
Granting Permissions to Set Up Analytics
Accessing the Unifier Analytics Dashboard in OBI
Accessing Unifier from OBI server
Action Links (from OBI to Unifier)
Accessing Analytics from Unifier
Publishing Unifier Data to Analytics
Unifier Configurator and OBI Server for On-Premises
Analytics Block and Shell Templates
Last Published Tuesday, December 12, 2023