Connect to Oracle Applications Data Sources

You can connect to Oracle Applications data sources and create data sets that help you visualize, explore, and understand your Oracle Applications data.

Create Oracle Applications Connections

You can create connections to Oracle Applications and use the connections to access data.

You use the Oracle Applications connection type to create connections to Oracle Fusion Applications with Oracle Transactional Business Intelligence and to Oracle BI EE. After you create a connection, you can access and use subject areas and analyses as data sets for your projects.
  1. On the Data page or Home page, click Create, then click Connection.
  2. Click the Oracle Applications icon.
  3. Enter a name for the connection, the URL for Oracle Fusion Applications with Oracle Transactional Business Intelligence or Oracle BI EE, the user name, and the password.
  4. Select the Authentication options.
    • Select Always use these credentials, so that the login name and password that you provide for the connection are always used and users aren’t prompted to log in.
    • Select Require users to enter their own credentials when you want to prompt users to enter their user name and password to use the data from the Oracle Applications data source. Users must log in to access only the data that they have the permissions, privileges, and role assignments to access.
    • Select Use the active user's credentials when you don't want to prompt users to enter their user name and password, but you still want them to access data from the Oracle Applications data source. Users can access only the data that they have the permissions, privileges, and role assignments to access.

      Before you use the Use the active user's credentials option, your administrator must configure the impersonation of users after which you can use those credentials in this dialog. See Configure Impersonate User for the Use Active User's Credentials Option.

  5. Click Save.

    You can now create data sets from the connection.

The connection is visible only to you (the creator), but you can create and share data sets for it.

Configure Impersonate User for the Use Active User's Credentials Option

You can configure the impersonate user functionality to enable the Use the active user's credentials option when you create an Oracle Applications connection to access data.

After you configure the impersonate user functionality, you can use the Use the active user's credentials option to create an Oracle Applications connection type to connect to Oracle Fusion Applications with Oracle Transactional Business Intelligence and to Oracle BI EE using the active user's credentials. You select this option when you don't want to prompt users to enter their user name and password, but you still want them to use data from the Oracle Applications data source. Users see only the data that they have the permissions, privileges, and role assignments to see. Before you use the Use the active user's credentials option, your administrator must configure the impersonate user functionality.
  1. Use this to provision the impersonate user functionality in Oracle Fusion Applications when your Oracle Application connection target is Oracle Fusion Applications with Oracle Transactional Business Intelligence.

    Your administrator must connect to Oracle Fusion Applications for your Oracle Analytics Cloud instance using an administrator account that can create or modify a role. Create or modify a user to assign a role to the BI Impersonator privilege. Then use the credentials of Oracle Analytics Cloud users who also have access rights for the assignment to that role in Oracle Fusion Applications.

    1. Log in to Oracle Fusion Applications as an administrator that can create or modify a role.
    2. Display the Security Console dialog, and display the Users tab.
    3. Click Add User Account to create a user. For example, create a user called dvadmin.
    4. Display the Roles tab, and click Create Role.
    5. Enter a name in the Role Name field. For example, enter DV Access.
    6. Enter a code for the role name in the Role Code field. For example, enter DV_ACCESS.
    7. Select BI - Abstract Roles in the Role Category field.
    8. Skip the steps Function Security Policies and Data Security Policies.
    9. In the Role Hierarchy step, click (+) Add Role and select the existing BIImpersonator role in the Add Role Membership dialog.
    10. Add the user that you created (for example, DV Admin).
    11. Click Add User to Role in the Add User dialog.
    12. Click Save and Close.
      The DV Admin user is added to the BI Impersonator role, and you can use the DV Admin user in Oracle Analytics Cloud in conjunction with the Use Active User's Credentials option in the Create Oracle Application Connection dialog.
  2. Use this to provision the impersonate user functionality in Oracle Fusion Middleware Control when your Oracle Applications connection target is an on-premises installation of Oracle BI EE.

    To create a user or application role with permission to impersonate other users, your administrator must create a permission grant using the ResourceType "oracle.bi.user", with a name of "*", and with an action of "impersonate".

    1. Log in to Oracle Fusion Middleware Control for your Oracle BI EE instance using an administrator account.
    2. Click the Weblogic Domain option, and select Security and Application Policies.
    3. Click Create to display the Create Application Grant dialog.
    4. Click (+) Add in the Permissions area.
    5. Select Resource Types.
    6. Select oracle.bi.user from the drop-down list.
    7. Click Continue.
    8. Enter an asterisk (*) in the Resource Name field.
    9. Select "impersonate" in Permission Actions.
    10. Click Select.
    11. Click (+) Add in the Grantee section.
    12. Select User from the Type drop-down list.

      You can choose to grant the newly created permission to either an application role or user.

    13. Select Includes from the Principal Name drop-down list and enter an asterisk (*) into the field.
    14. Click the greater-than arrow (>) to display a list of users.
    15. Select the user that you want to give the permission to and click OK.
      You have now given impersonate permissions to the user.
    16. Use the user with the impersonate permissions in Oracle Analytics Cloud in conjunction with the Use Active User's Credentials option in the Create Oracle Application Connection dialog.

Compose Data Sets from Subject Areas

You use the Oracle Applications connection type to access the Oracle Fusion Applications with Oracle Transactional Business Intelligence and Oracle BI EE subject areas that you want to use as data sets.

You must create an Oracle Applications connection before you can create a subject area data set.
  1. On the Home page, click Create and click Data Set. Click Connection and use the Create Connection dialog to specify the details for your data set.
  2. In the Data Set editor, choose Select Columns to view, browse, and search the available subject areas and their columns that you include in your data set. You can use breadcrumbs to quickly move back through the directories.
  3. You can also optionally perform the following steps:
    • In the breadcrumbs click the Add/Remove Related Subject Areas option to include or exclude related subject areas. Subject areas are related when they use the same underlying business or logical model.

    • After you’ve selected columns, go to the Step editor at the top of the Data Set editor and click the Filter step to add filters to limit the data in the data set. After you’ve added filters, click Get Preview Data to see how the filters limit the data.

    • Click Enter SQL to display the logical SQL statement of the data source. View or modify the SQL statement in this field.

      If you edit the data source’s logical SQL statement, then the SQL statement determines the data set and any of the column-based selection or specifications are disregarded.

    • Go to the Step editor at the top of the Data Set editor and click the last step in the Step editor to specify a description for the data set.

  4. Before saving the data set, go to the Name field and confirm its name. Click Add.
    The Data Set page is displayed.
  5. In the Data Set page you can optionally view the column properties and specify their formatting. The column type determines the available formatting options.

Compose Data Sets from Analyses

You can use analyses created in Oracle Fusion Applications with Oracle Transactional Business Intelligence and Oracle BI EE subject areas as data sources.

You must create an Oracle Applications connection before you can create an analysis data set.
  1. On the Home page click Create and click Data Set. In the Create Data Set dialog, select Create Connection and use the Create Connection dialog to create the connection for your data set.
  2. In the Data Set editor, select the Select an Analysis option to view, browse, and search the available analyses to use in your data set.
    You can use breadcrumbs to quickly move back through the directories.
  3. Double-click an analysis to use it for your data set.
  4. You can also optionally perform the following steps:
    • Click Enter SQL to display the SQL Statement of the data set. View or modify the SQL statement in this field.
    • Click a column’s gear icon to modify its attributes, like data type and whether to treat the data as a measure or attribute.
    • Go to the Step editor at the top of the Data Set editor and click the last step in the Step editor to specify a description for the data set.
  5. Before saving the data set, go to the Name field and confirm its name. Click Add.
  6. In the Data Set page you can optionally view the column properties and specify their formatting. The column type determines the available formatting options.

Edit Oracle Applications Connections

You can edit Oracle Applications connections. For example, you must edit a connection if your system administrator changed the Oracle Applications login credentials.

  1. In the Data page, click Connections.
  2. Locate the connection that you want to edit and click its Actions menu icon and select Edit.
  3. In the Edit Connection dialog, edit the connection details. Note that you can’t see or edit the password that you entered when you created the connection. If you need to change the connection’s password, then you must create a new connection.
  4. Click Save.

Delete Oracle Applications Connections

You can delete an Oracle Applications connection. For example, if your list of connections contains unused connections, then you can delete them to help you keep your list organized and easy to navigate.

  1. Delete any data sets that use the connection you need to delete.

    Oracle Applications connections are only visible to the user that creates them (connections aren’t shared), but a user can create data sets using those connections, and share the data sets with others.

  2. In the Data page, click Connections.
  3. To the right of the connection that you want to delete, click Actions menu, and then select Delete.
  4. Click Yes.