Table of Contents

• Title and Copyright Information
• Abstract
• Preface
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Documentation
  • Conventions
• 1 Get Started with Oracle Fusion Data Intelligence
  • About Oracle Fusion Data Intelligence
  • About Oracle Fusion Data Intelligence Service Level Objective
  • About Oracle Fusion Data Intelligence Releases
  • About Oracle Fusion Data Intelligence Components
  • About Oracle Fusion Data Intelligence Console
  • Comparison of Capabilities between Analytics Cloud Associated with Fusion Data Intelligence and Standalone Analytics Cloud
  • Usage Guidelines for Autonomous Data Warehouse Associated with Fusion Data Intelligence
  • Preview Features
  • Generally Available Features
  • Third Party Data Connectors
  • Region Availability
  • Billing Metrics of Autonomous Data Warehouse Associated with Fusion Data Intelligence
• 2 Activate Oracle Fusion Data Intelligence
  • Before You Begin with Oracle Fusion Data Intelligence
  • Typical Workflow to Activate Oracle Fusion Data Intelligence
    • About Activating Your Oracle Fusion Data Intelligence Subscription
    • Activate the Oracle Fusion Data Intelligence Subscription
  • Typical Workflow to Administer Oracle Fusion Data Intelligence
    • Sign In to the Oracle Cloud Infrastructure Console
    • Access Your Service
    • Add Users with Administrator Permissions
    • Create a User in Oracle Fusion Cloud Applications to Extract Data
• 3 Set Up Oracle Fusion Data Intelligence
  • Prerequisites for Oracle Fusion Data Intelligence
  • Typical Workflow to Set Up Oracle Fusion Data Intelligence
  • Set Up User Access to Oracle Fusion Data Intelligence Using Single Sign-On
    • About Setting Up User Access to Oracle Fusion Data Intelligence Using Single Sign-On
    • Set Up User Access in case of a Single Cloud Account
    • Set Up User Access in case of Separate Cloud Accounts
      • Configure Single Sign-on Between Two Identity Domains
        • Add an SAML Application
        • Copy Details from the Identity Domain Metadata File
        • Configure the SAML Application
  • Create an Oracle Fusion Data Intelligence Instance
    • About Creating an Instance
    • Create an Integrated Oracle Fusion Data Intelligence Instance
    • Create an Oracle Fusion Data Intelligence Subscription Instance
      • Enter Details for an Oracle Fusion Data Intelligence Subscription Instance
      • Verify Your Instance and Sign In
    • Create an Oracle Fusion Data Intelligence Instance without Oracle Fusion Cloud Applications Source
  • Deploy Oracle Fusion Data Intelligence with a Private Endpoint
    • About Private Endpoints
    • Prerequisites for a Private Endpoint
    • Create an Oracle Fusion Data Intelligence Private Instance
  • Make Preview Features Available
  • Enable Generally Available Features
  • View Work Requests
  • View Subscriptions
  • Update the Data Source Connection Details
  • Update Your Subscriptions
  • Update the Administrator Password for Oracle Autonomous Data Warehouse
  • Reset the Password for OAX_USER Schema
  • Reset the Password for Custom Schemas
  • Terminate Instances
  • Move the Oracle Fusion Data Intelligence Instance to Another Compartment
  • Update the Notification Email
  • Scale Up Oracle Autonomous Data Warehouse
  • Change Oracle Analytics Cloud Capacity
  • Activate the Universal Credits Subscription
  • Provide Your Encryption Key for Oracle Autonomous Data Warehouse
  • Configure Advanced Options
    • About Advanced Configuration
      • Performance and Compatibility Options
      • Preview Options
      • Email Delivered by Agents Options
      • View Options
      • Other Options
      • Security Options
      • Analytic Content Options
      • Format Options
      • Prompt Options
    • Set Advanced Options
• 4 Configure Oracle Fusion Data Intelligence Data
  • Typical Workflow to Configure Data
  • About Data Pipelines for Functional Areas
    • Allowed Actions for Data Pipelines
  • About Data Refresh Performance
  • About Pipeline Parameters
  • Set Up the Pipeline Parameters
  • Create a Data Pipeline for a Functional Area
  • Edit a Data Pipeline for a Functional Area
  • Activate a Data Pipeline for a Functional Area
  • About Global Parameters
  • Set Up the Global Report Parameters
  • About Reporting Configurations
    • About the Reporting Configuration for Enterprise Resource Planning
    • About the Reporting Configuration for Human Capital Management
    • About the Reporting Configuration for Supply Chain Management
  • Set Up the Reporting Configurations for Enterprise Resource Planning
  • Set Up the Reporting Configurations for Human Capital Management
  • Set Up the Reporting Configurations for Supply Chain Management
  • Deactivate a Data Pipeline for a Functional Area
  • Delete a Data Pipeline for a Functional Area
  • Refresh a Data Pipeline for a Functional Area
  • Reload Data for a Data Pipeline
  • Reset the Data Warehouse
  • Reset the Cache
  • Reset and Reload the Data Source
  • View Load Request History
    • About Request Types and Statuses
  • View the Audit Log
  • View Records Rejected in Extraction
  • About Augmenting Your Data
    • Augment Your Data
      • Create Dimension Augmentation Type
      • Create Fact Augmentation Type
      • Extend an Entity
      • Create Dataset Augmentation Type
  • Create a Dimension Alias
  • Manage Data Connections
    • Connect With On-premises Sources
      • Set up the Remote Agent to Load Data into Fusion Data Intelligence (Preview)
      • Load Data from On-premises E-Business Suite into Fusion Data Intelligence (Preview)
      • Load Data from On-premises MySQL Database into Fusion Data Intelligence (Preview)
      • Load Data from On-premises PeopleSoft into Fusion Data Intelligence (Preview)
      • Load Data from On-premises JD Edwards into Fusion Data Intelligence (Preview)
      • Load Data from SQL Server into Oracle Fusion Data Intelligence (Preview)
    • Connect with Cloud File Storage Sources
      • About OpenCSV Standards
      • About Date and Timestamp Formatting for CSV File-based Extractors
      • Load Data from Amazon Simple Storage Service into Oracle Fusion Data Intelligence (Preview)
      • Load Data from Oracle Object Storage into Fusion Data Intelligence
      • Load Data from a Secure FTP Source into Fusion Data Intelligence (Preview)
      • Load Data from Azure Storage into Oracle Fusion Data Intelligence (Preview)
    • Connect With Cloud Sources
      • Load Data from Azure SQL into Oracle Fusion Data Intelligence (Preview)
      • Connect with Your Oracle Eloqua Data Source (Preview)
        • Load Data from Your Oracle Eloqua Data Source (Preview)
      • Load Data from Enterprise Data Management Cloud into Fusion Data Intelligence (Preview)
      • Load Data from Enterprise Performance Management into Fusion Data Intelligence (Preview)
      • Load Data from EPM Export Data Instance into Fusion Data Intelligence (Preview)
      • Load Data from Google Analytics into Fusion Data Intelligence
      • Load Data from Mongo Database into Fusion Data Intelligence (Preview)
      • Load Data from MySQL Cloud Database into Fusion Data Intelligence (Preview)
      • Load Data from Salesforce into Fusion Data Intelligence
      • Load Data from Shopify into Fusion Data Intelligence (Preview)
      • Load Data from Oracle Autonomous Database into Oracle Fusion Data Intelligence (Preview)
      • Load Data from Snowflake into Oracle Fusion Data Intelligence (Preview)
      • Load Data from Taleo into Fusion Data Intelligence (Preview)
      • Load Data from Oracle Analytics Publisher into Fusion Data Intelligence (Preview)
      • Load Data from Oracle Database Using JDBC into Fusion Data Intelligence (Preview)
      • Load Data from Oracle Transportation Management Cloud Service into Oracle Fusion Data Intelligence (Preview)
      • Load Data from QuickBooks Online into Oracle Fusion Data Intelligence (Preview)
  • Disable Data Pipeline
  • View Notifications and Emails
  • Enable Event Notifications (Preview)
  • Schedule Frequent Data Refreshes
    • About Scheduling Frequent Data Refreshes
    • Schedule Frequent Refreshes of Data
  • Schedule Periodic Full Reload of Functional Area Data
  • Schedule Frequent Refreshes of Warehouse Tables (Preview)
  • Override Data Pipeline Schedules for Functional Areas (Preview)
  • Prioritize Datasets for Incremental Refresh (Preview)
  • Extend Data with Custom Data Configurations
    • About Extending Data with Custom Data Configurations
      • About Extending Data with the Descriptive Flex Fields Attribute Mapper
    • Select Descriptive Flex Fields and Map Attributes
    • Activate the Descriptive Flex Fields
    • Deactivate the Descriptive Flex Fields
  • Connect to an Autonomous Data Warehouse
    • Configure Autonomous Data Warehouse Credentials for Fusion Data Intelligence
    • Connect Fusion Data Intelligence to an Autonomous Data Warehouse with Database Actions (SQL Developer Web)
      • Query Tables for Fusion Data Intelligence from Autonomous Data Warehouse as OAX_USER
      • Query the Autonomous Data Warehouse System Tables as ADMIN
    • Connect Fusion Data Intelligence to an Autonomous Data Warehouse with Oracle Analytics Cloud
      • Configure the Connection for OAX_USER in Oracle Analytics Cloud
      • Create an Oracle Analytics Cloud Dataset
    • Connect Fusion Data Intelligence to an Autonomous Data Warehouse with SQL Developer Desktop Client
      • Configure the Connection to Autonomous Data Warehouse for ADMIN with SQL Developer Desktop Client
      • Configure the Connection to Autonomous Data Warehouse for OAX_USER with SQL Developer Desktop Client
• 5 Validate Oracle Fusion Data Intelligence Data
  • About Validating Your Data
    • Prerequisites for Data Validation
  • Data Validation Recommendations and Tips
  • Create a User to Validate the Extracted Data
  • Create a Custom BI Abstract Role
  • Validate Your Data
• 6 Manage Users, Groups, Application Roles, and Data Access
  • About Managing Users, Groups, Application Roles, and Data Access
    • About Users
    • About Groups
      • System Groups
      • Job-Specific Groups
        • Common Job-Specific Groups
      • Other Groups
    • About Application Roles
      • Duty Roles
        • Common Duty Roles
      • Data Roles
      • Licensed Roles
        • System Roles
    • About Data Access through Security Assignments
  • Typical Workflow to Manage Users, Groups, Application Roles, and Data Access
  • Manage Users
    • Create Users
      • Synchronize Users from Your Oracle Fusion Cloud Applications Instance
      • Create Users in Oracle Identity Cloud Service
    • License the Users to Access Oracle Fusion Data Intelligence
    • Assign Licensed Groups to Users
    • Add Security Assignments to a User
    • Remove Security Assignments Granted to a User
    • Copy Data Security Assignments
    • View the Excluded Data Security Assignments
  • Manage Groups
    • Add Application Roles to a Group
    • Copy Application Roles to a Group
    • Remove Application Roles from a Group
    • Create an Application Role While Mapping
    • Enable Easy Data Access to People Leaders
  • Manage Application Roles
    • Create an Application Role
    • Delete an Application Role
    • Assign Groups to Application Roles
    • Remove a Group Mapped to an Application Role
  • Manage Data Access through Security Assignments
    • Create a Security Assignment
    • Delete a Security Assignment
    • Remove Users from a Security Assignment
    • Manage Users for a Security Assignment
    • Set Exclusion Rules for Security Assignments
    • Update Security Assignments Automatically
  • Configure Permissions for Metadata and Front-End Objects
  • View Activity History
  • Manage Uploads and Downloads
    • About Uploading and Downloading Your Data
    • Upload and Download Data Security Assignments
      • Security Object Tables
    • Upload and Download Financial Categories
    • Upload and Download Financial Category Assignments
    • Download and Upload Area of Responsibility Data
    • Download and Upload Data Security Exclusion Rules
  • Set Up Custom Security
• 7 Customize Oracle Fusion Data Intelligence
  • About Semantic Model Customization
  • Recommendations and Tips to Extend the Semantic Model
  • Extend the Semantic Model Using the Sandbox Framework
    • Create Sandbox
    • Manage Subject Areas
      • Create Subject Area
      • Modify Subject Area
    • Manage Logical Star
      • Create Logical Star
        • Add Fact
        • Manage Dimensions
          • Add Dimension
          • Add Existing Dimension
        • Manage Extensions
          • Extend Dimension
          • Add Hierarchy
          • Add Columns
      • Edit Logical Star
    • Manage Variables
      • Create Variable
      • Modify Variable
    • Merge Customization Sandbox to Main Sandbox
    • Apply Changes
    • Publish Model
  • Extend the Semantic Model Using the Branch Framework
    • Migrate to the Sandbox Framework for Semantic Model Extensions
      • Perform the Pre-Migration Tasks
      • Validate the Main Branch
      • Schedule the Migration
      • Perform the Post Migration Verifications
      • Revert to the Branch Framework for Semantic Model Extensions
    • Create a Branch
    • Edit a Branch
    • Add a Step to a Branch
      • Add a Dimension
      • Add a Fact Table
      • Add a Hierarchy
      • Add Session Variables
      • Extend a Dimension
      • Add Derived Columns
      • Create a Subject Area
      • Modify a Subject Area
    • Edit or Delete a Branch Step
    • Reapply a Branch Step
    • Disable and Enable the Disabled Steps
    • Copy Steps from One Branch to Another
    • View Details of Failed Branch Steps
    • Merge the Customization Branches with the Main Branch
    • Reorder Steps of Customization Branches
    • Delete a Main Branch Step
    • Tag the Main Branch's Steps
    • Publish the Model
    • Load Customization Data to the Autonomous Data Warehouse
  • Add Security Configurations
    • Configure Data Security
    • Configure Object Permissions
  • View Activity History of Semantic Model Extensions
  • Promote Your Customizations to the Production Environment
    • View Promotion History
    • Republish Your Customizations
  • Merge Your External Applications
    • Create a Custom Database Schema
    • Migrate or Create Database Objects
    • Grant Semantic Model Access
    • Configure Oracle Analytics Client Tools (Oracle BI Administration Tool)
    • Export the Semantic Model Template
    • Import Custom Database Objects
    • Model the Custom Semantic Model Objects
    • Merge External Applications
    • Validate the Results
    • Bundle the Merged Semantic Model
• 8 Manage Oracle Fusion Data Intelligence
  • Manage Application Updates
    • About Application Updates
    • Update Your Application
    • View Release Update Activity
  • Bundle Your Application Artifacts
    • About Bundles
    • What’s Available In Bundles
    • Create a Bundle
    • Edit a Bundle
    • Publish a Bundle
    • Export a Bundle
    • Import a Bundle
    • Deploy a Bundle
    • Delete a Bundle
    • View the Activity History of Bundles
  • Configure a Virus Scanner
  • About Backup and Restore
  • About Disaster Recovery
  • About Scaling Resources
  • About Licensing
• 9 Frequently Asked Questions
  • Top FAQs for Activation
  • Top FAQs for Instance Creation
  • Top FAQs for Data Configuration
  • Top FAQs for Security Setup
  • Top FAQs for Customization and Data Augmentation
  • Top FAQs for Managing Oracle Fusion Data Intelligence
• 10 Troubleshooting
• 11 Certification Information
  • Certification - Supported Browsers
• A Preregistered Events
• B Conformed Dimensions to Merge External Applications