Understanding Data Selection for Versions

In addition to setting up data selection for row definitions and column definitions, you can set up data selection for versions. Oracle recommends that you set up data selection in the version for criteria that applies to all row and column definitions on a statement definition. When you set up a version to use to obtain sample data to use in the BI Publisher Layout Editor, Oracle also recommends that you use a limited set of data selection. For example, you can specify one business unit in the layout that you will use for sample data to generate a limited data set, and then set up a different version with all business units that you need to include in the final financial statement.

The data selection that you set up for versions applies to all row and column definitions on a statement definition. You can set up one set of data selection only for each version.

When you select Data Selection on the Revise Statement Version form, the program opens the Query Manager tab. You use this form to select data, and then save your data selection. You also use the Query Manager form to modify or delete data selection for the statement version.

After you associate data selection to a version, the system selects the Data Selection check box on the Revise Statement Version and Work with Statement Version forms so that you can easily determine whether a version has associated data selection. You cannot manually select or clear the check box. If you delete the data selection on the Query Manager tab, then the system clears the check box.