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 Data Intelligence 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.
When applying a filter on an attribute, use a Code column (when available) instead of a Name or Description column.

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 in release 23.R4.P3 and 24.R1. Use Tree Filter in release 24.R1.P3 or later. Tree Code and Version is deprecated.

Tips to Improve the Performance of Presentation Hierarchy Reports

The application is designed to support presentation hierarchies from level 22-31. Expose the attribute columns if all levels are needed and avoid presentation hierarchies in reports.

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 Data Intelligence 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 Labor Distribution Costs	Expenditure Business Unit Time.Fiscal Calendar.Fiscal Period Labor Distribution Cost Details.Batch Name Labor Distribution Cost Details.Payroll Period Start Date Payroll Period Start Date.Payroll Period End Date Payroll Period Start Date.Status
PPM - Project Labor Schedules	Expenditure 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 Data Intelligence 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 - Accrual Balances at Period End	Time. Fiscal Calendar Name Time. Fiscal Year/Fiscal Quarter/Fiscal Period Inventory Organization: Inventory Organization Business Unit. Business Unit
Procurement - Accrual Balances at Receipt	Time. Fiscal Calendar Name Time. Fiscal Year/Fiscal Quarter/Fiscal Period Inventory Organization: Inventory Organization Business Unit. Business Unit
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 - Purchase Orders	Requisition Business Unit.PO Header Requisition Business Unit Name Time.Fiscal Calendar Name (Single Selection) Time.Fiscal Year/Fiscal Quarter/Fiscal Period *Procurement Business Unit. Procurement Business Unit Name Buyer.Buyer Purchasing Category.Purchasing Category Unit of Measure.UOM (if quantity metrics are selected in the report) (single selection)
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
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 - Requisitions	Requisition Business Unit. Requisition Business Unit Name Supplier.Supplier Name Purchasing Category.Purchasing Category Time.Fiscal Calendar Name (Single Selection) *Time.Fiscal Year/Fiscal Quarter/Fiscal Period Buyer.Buyer Purchasing Category.Purchasing Category Unit of Measure.UOM (if quantity metrics is selected in the report) (Single Selection)
Procurement - Spend	Payables Invoicing Business Unit.Payables Invoicing Business Unit Name Supplier.Supplier Name Ledger.Ledger Type Name Time.Fiscal Calendar Name (Single Selection) Time.Fiscal Year/Fiscal Quarter/Fiscal Period Buyer.Buyer Purchasing Category.Purchasing Category Unit of Measure.UOM (if quantity metrics is selected in the report) (Single Selection)