1. Reference for Fusion ERP 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

Improve all of your Oracle Fusion Analytics Warehouse reports with these recommendations and answers to 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.

Tips for Presentation Hierarchies

To improve performance, use presentation columns instead of presentation hierarchies. See Work with Presentation Tables and Columns.

Report Authoring Tips for Oracle Fusion ERP Analytics

Improve your Oracle Fusion ERP Analytics reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips to Improve the Performance of Reports

To improve performance in reports, follow these guidelines:
  • For qualified or non-qualified segments, use the segment code instead of the name or description.
  • For Name and Description of qualified and non-qualified segments:
    • Use List or is equal to/is
    • Use filter type List or is equal to/is in for Balancing Segment, Natural Segment, Cost Center, and GL Segment 1 - 10
    • For other filter types (e.g. begins with, IS LIKE) use Code.
    ) (Classic) for Name and Description of qualified and non-qualified segments ().
  • For all reports, use code attributes instead of the name or description when possible.
  • For qualified or non-qualified segments, use Tree Code and Version instead of Tree Filter (23.R4.P3 or later).

Recommended Filters

Subject Area Presentation Columns
AP Aging
  • Aging Bucket.Aging Period Name
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit
  • Supplier.Supplier Name
AP Expense
  • Invoice Date.Invoiced Date
  • Invoice Date.Invoiced Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit.
  • Supplier.Supplier Name
AP Holds
  • Invoice Date.Invoiced Date
  • Invoice Date.Invoiced Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit.
  • Supplier.Supplier Name
AP Invoices
  • Invoice Date.Invoiced Date
  • Invoice Date.Invoiced Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit.
  • Supplier.Supplier Name
AP Liabilities
  • Invoice Date.Invoiced Date
  • Invoice Date.Invoiced Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit.
  • Supplier.Supplier Name
AP Payments
  • Payment Date.Payment Date
  • Payment Date.Payment Fiscal Period
  • Payables Invoicing Business Unit.Payables Invoicing Business Unit.
  • Supplier.Supplier Name
GL Balance Sheet
  • Ledger.Ledger Name
  • Time.Fiscal Period
GL Budget
  • Ledger.Ledger Name
  • Time.Fiscal Period
GL Detail Transactions
  • Ledger.Ledger Name
  • Time.Fiscal Period
  • Natural Account.Natural Account Code
GL Account Analysis
  • Ledger.Ledger Name
  • GL Account.GL Account Combination
  • Time.Fiscal Period
  • Natural Account.Natural Account Code
Configurable Account Analysis
  • Ledger.Ledger Name
  • GL Account.GL Account Combination
  • Time.Fiscal Period
  • Natural Account.Natural Account Code
AR Transactions
  • Transaction Date.Transaction Date
  • Transaction Date.Transaction Fiscal Period
  • AR Billing Business Unit.AR Billing Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
AR Receipts and Applications
  • Receipt Application Date.Receipt Application Date
  • Receipt Application Date.Receipt Application Fiscal Period
  • AR Receipt Business Unit.AR Receipt Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
AR Credit Memo Applications
  • Credit Memo Application Date.Credit Memo Application Date
  • Credit Memo Application Date.Credit Memo Application Fiscal Period
  • AR Billing Business Unit.AR Billing Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
AR Adjustments
  • AR Billing Business Unit.AR Billing Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
  • Adjustment Date.Adjustment Date
  • Adjustment Date.Adjustment Fiscal Period
AR Aging
  • Aging Bucket.Aging Period Name
  • AR Billing Business Unit.AR Billing Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
AR Revenue
  • Transaction Accounting Date.Transaction Accounting Date
  • Transaction Accounting Date.Transaction Accounting Fiscal Period
  • AR Billing Business Unit.AR Billing Business Unit Name
  • Customer.Customer Name
  • Customer Account.Customer Account Name
Asset Analysis
  • Asset Calendar.Asset Period
  • Ledger.Ledger Name
  • Asset Book.Book Name
Asset Transactions
  • Fiscal Calendar.Fiscal Period
  • Ledger.Ledger Name
  • Asset Book.Book Name
EXM Employee Expenses
  • Report Date.Report Date Fiscal Date
  • Report Date.Report Date Fiscal Period
  • Business Unit.Business Unit Name
  • Manager.Manager Name
GL Profitability
  • Ledger.Ledger Name
  • Time.Fiscal Period

Report Authoring Tips for Project Analytics

Improve your Oracle Fusion Analytics Warehouse PPM reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips to Improve the Performance of xTD Metrics Queries

Select a Fiscal Period, Fiscal Quarter, or Fiscal Year along with a Project Business Unit to analyze xTD metrics for a specific subject area. To improve performance on cross-subject area analyses involving xTD metrics, apply a filter on the workbook.

Tips to Improve the Performance of PPM – Project Costs Reports

To improve report performance in PPM - Project Costs, follow these guidelines:

  • Apply a filter on Ledger and Distribution accounting periods when analyzing accounting information that includes details about unaccounted transactions.
  • When analyzing accounting information, use Code instead of Name or Description for qualified and non-qualified segments.

Tips to Improve the Performance of PPM – Project Revenue Reports

To improve report performance in PPM - Project Revenue, follow these guidelines:

  • Apply a filter on Ledger and Distribution accounting periods when analyzing accounting information that includes details about unaccounted transactions.
  • When analyzing accounting information, use Code instead of Name or Description for qualified and non-qualified segments.

Tips to Improve the Performance of PPM – Grants Award Funding Reports

To improve report performance in PPM - Grants Award Funding, follow these guidelines:

  • Apply a filter on Award Business Unit for analyzing Award Funding information.
  • When analyzing project level funding information or other Project metrics like Cost, Budget Amount etc., use the Project Business Unit filter.

Recommended Filters

Subject Area Presentation Table (Recommended Filter)
PPM - Grants Award Funding
  • Award Business Unit
  • Project Business Unit
  • Principal Investigator
PPM – Project Assets
  • Project Business Unit
  • Project
PPM – Project Budgets
  • Project Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Project
PPM – Project Costs
  • Project Business Unit or Expenditure Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Project
PPM – Project Forecasts
  • Project Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Project
PPM – Project Funding
  • Contract Business Unit
PPM – Project Invoices
  • Contract Business Unit
  • Time.Fiscal Calendar.Fiscal Period
PPM – Project Revenue
  • Contract Business Unit
  • Time.Fiscal Calendar.Fiscal Period

Report Authoring Tips for Procurement Analytics

Improve your Oracle Fusion Analytics Warehouse PROC reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips for Querying on Spend Classification Categories in Procurement — Purchase Orders, Procurement — Requisitions, or Procurement — Spend

Select only one taxonomy dimension to analyze the fact metrics in one report to avoid joins across large data volume fact tables.

Recommended Filters

Items with an asterisk (*) are required.

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 Business Unit. Procurement Business Unit Name
  • Buyer.Buyer
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
  • Buyer.Buyer
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
  • Buyer.Buyer
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
  • Buyer.Buyer
Procurement - Receipts
  • *Procurement Business Unit. Procurement Business Unit Name
  • Supplier. Supplier Name
  • *Time. Fiscal Calendar Name
  • *Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Buyer.Buyer
Procurement - Receipt Accounting
  • Time. Fiscal Calendar Name
  • Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Legal Entity. Legal Entity Name
  • Inventory Organization: Inventory Organization
  • Business Unit. Business Unit