1. Configuring Business Intelligence Applications
  2. Integrating with Oracle Data Relationship Management to Enable Custom Hierarchies

A Integrating with Oracle Data Relationship Management to Enable Custom Hierarchies

By default, Oracle E-Business Suite does not support creation of a hierarchy for the Business Unit (BU) dimension. You can create a custom hierarchy for the Business Unit dimension by integrating Oracle Business Intelligence Applications (Oracle BI Applications) with Oracle Data Relationship Management (Oracle DRM).

A hierarchical structure in a dimension table enables users to drill up and down the data when viewing reports. By creating and maintaining grouping nodes of a detail tree in Oracle DRM, you can create a hierarchy for the business unit data that is gathered from different E- Business Suite instances.

Prerequisites

In the Oracle DRM environment:

  • Ensure that the Oracle DRM Server is up and running.

  • Install an application template for Oracle BI Applications with the Oracle DRM server installation. The template file, biapps-app-template.xml, is available in the /app-templates subdirectory within the Oracle DRM installation directory. This template contains predefined DRM metadata, such as properties, categories, validations, node types, and exports. Use the Data Relationship Management Migration Utility to load the template into a DRM application. After the template is loaded, you can modify the application metadata from the template to support custom requirements.

In the Oracle BI Applications environment:

  • In Oracle BI Applications Configuration Manager (Configuration Manager), enable the functional setup task "Configure Data Load Parameters for Oracle Data Relationship Management Tool Integration".

  • In Functional Setup Manager (FSM), perform the task "Configure Data Load Parameters for Oracle Data Relationship Management Tool Integration".

  • Run the Oracle BI Applications Generated Load Plan at least once.

Creating a Custom Hierarchy

Note:

This procedure lists the high-level steps only.
  1. Use an Import Profile provided in the Oracle DRM application template to import Business Unit data from Oracle BI Applications into Oracle DRM.
  2. Create a custom hierarchy with this data by referring to the Oracle DRM product documentation.

    Note:

    • It is recommended that you create custom hierarchies in DRM in a separate version and not in the version that was imported.

    • Do not use Business Unit IDs as names for nodes in Oracle DRM. It is recommended that you use some prefix with the Oracle DRM node names to help distinguish them from the Business Unit IDs.

  3. Use an Export Profile provided with the Oracle DRM application template to export Business Unit data from Oracle DRM to Oracle BI Applications.
  4. In Configuration Manager, run the Oracle BI Applications Generated Load Plan. This brings the custom BU hierarchies in the Internal Organization dimension, which can then be used for reporting.
  5. Customize the repository file by adding the Business Unit Logical Hierarchy as a Presentation Hierarchy in the required Subject Area.