1. Reference for Fusion SCM Analytics
  2. Report Authoring Tips

A Report Authoring Tips

This section provides tips and guidelines for creating effective and timely reports.

Topics

Common Report Authoring Tips

This section provides information about commonly encountered use cases and frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips for Filters

When applying filters to reports, follow these guidelines:

  • Use dashboard filters instead of workbook or canvas filters for user interactions in analyses.
  • Use workbook filters for hidden and non-interaction filters.
  • Set the Limit by Values to None for all filters in custom workbooks or dashboards to improve performance of prompts.

Tips for Brushing

Disable brushing to improve report performance. See Update Canvas Properties.

Tips for Working with Currency

To display the currency format for currency amounts, set the number format in each visualization as a custom currency. Then in the subject area folder, select the currency column. See Set Currency Symbols for Visualizations.

Tips for Reporting on Attributes Across Multiple Dimensions

When reporting on attributes against multiple dimensions, always use a measure in the report. In subject areas with more than one fact, the measure sets the correct context in the query, builds an accurate navigational path, and returns the expected results. If you don’t want the measure to show in the report, hide it. See Hide or Delete a Column.

Report Authoring Tips for Oracle Fusion SCM Analytics and Fusion PROC Analytics

This section provides information about commonly encountered use cases and frequently asked questions regarding Oracle Fusion SCM Analytics reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips for Querying on the Common Fiscal Calendar Dimension

Select a Fiscal Calendar to analyze Purchase Order, Spend, Requisition, and Receipt to avoid aggregating data across different Fiscal Calendars.

Tips for reporting on the SCM - Manufacturing Work Orders Subject Area

The Work Order Subject Area is at different levels: Work Order and Operations.
  • The granularity of the subject area is at the Operations level.
  • The Metrics folder has measures at Work Order and Operations.
When qerying on this subject area, use as a Time filter for better performance.

Note:

Procurement and Oracle Fusion SCM Analytics share some common dimensions (such as Balancing Segment, Natural Segment, Cost Center, and GL Segment 1 – 10) with Oracle Fusion ERP Analytics.

Recommended Filters

Subject Area Presentation Table (Recommended Filter)
Procurement - Purchase Orders
  • Requisition Business Unit.PO Header Requisition Business Unit Name
  • Time.Fiscal Calendar Name
  • Time.Fiscal Year/Fiscal Quarter/Fiscal Period
Procurement - Spend
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit Name
  • Supplier.Supplier Name
  • Ledger.Ledger Type Name
  • Time.Fiscal Calendar Name
  • Time.Fiscal Year/Fiscal Quarter/Fiscal Period
Procurement - Requisitions
  • Requisition Business Unit. Requisition Business Unit Name
  • Supplier.Supplier Name
  • Purchasing Category.Purchasing Category
  • Time.Fiscal Calendar Name
  • Time.Fiscal Year/Fiscal Quarter/Fiscal Period
Procurement - Agreements
  • Agreement Procurement Business Unit.Agreement Procurement Business Unit Name
  • Document Details.Agreement Document Type
  • Supplier.Supplier Name
  • Purchasing Category.Purchasing Category
  • Time.Year/Quarter/Month
Procurement - Receipts
  • Procurement Business Unit. Procurement Business Unit Name
  • Supplier. Supplier Name
  • Time. Fiscal Calendar Name
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
SCM – Cost Accounting
  • Time. Fiscal Calendar Name
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Legal Entity. Legal Entity Name
  • Cost Organization Book Details. Cost Book, Cost Organization
SCM – Sales Orders
  • Time. Fiscal Calendar Name
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Sales Business Unit: Sales Business Unit
SCM - Inventory Balances
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Inventory Organization. Inventory Organization Name
  • Unit of Measure. Item Primary UOM
  • Inbound Details. Document Type
SCM – Inventory Valuations
  • Cost Organization Book Details. Cost Organization
  • Cost Organization Book Details. Cost Book
  • Cost Valuation Unit. Valuation Unit
  • Cost Valuation Unit. Valuation Structure Type
  • Time. Fiscal Period
SCM – Picking and Shipping
  • Business Unit. Business Unit
  • Inventory Organization. Inventory Organization
  • Order Details. Sales Order
SCM – Transfer Orders
  • Destination Organization .Destination Organization Name
  • Source Organization. Source Organization Name
  • Inventory Item. Item (optional but good to have)
  • Transfer Order Details. Transfer Order
SCM – Item Cost
  • Cost Organization Book Details. Cost Organization
  • Cost Organization Book Details. Cost Book
  • Cost Valuation Unit. Valuation Unit
  • Inventory Item. Item
  • Cost As-of Date. Cost As-of Fiscal Calendar Name (OR) Time. Fiscal Calendar Name
  • Cost As-of Date. Cost As-of Fiscal Date/Cost As-of Fiscal Year/ Cost As-of Fiscal Quarter/ Cost As-of Fiscal Period
SCM - Inventory Receipts
  • Inventory Organization. Inventory Organization
  • Time. Fiscal Calendar Name
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
SCM – Sales Orders Holds
  • Sales Business Unit
  • Hold Active
  • Hold Source Entity
  • Time: Fiscal Year/Fiscal Quarter/Fiscal Period
SCM – Cogs and Gross Margin
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Cost Organization
  • Business Unit
  • Cost Book Effective Start Date
  • Cost Book Effective End Date
SCM – Inventory Transactions
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Inventory Organization
  • Item Primary UOM
  • Category
  • Subinventory
SCM – Manufacturing Work Orders
  • Time
  • Manufacturing Organization