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

Items with an asterisk (*) are required.

Subject Area Presentation Table (Recommended Filter)
PPM - Grants Award Funding
  • Award Business Unit
  • Project Business Unit
  • Principal Investigator
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*
PPM – Project Assets
  • Project Business Unit
  • Project
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*
PPM – Project Budgets
  • Project Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Project
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*
PPM – Project Costs
  • Project Business Unit or Expenditure Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Project
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*
PPM – Project Forecasts
  • Project Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Project
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*
PPM – Project Funding
  • Contract Business Unit
  • Fiscal Calendar Name*
PPM – Project Invoices
  • Contract Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*
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
  • Labor Distribution Cost Details.Payroll Period End Date
  • Labor Distribution Cost Details.Status
  • Fiscal Calendar Name or Fiscal Period*
PPM - Project Labor Schedules
  • Expenditure Business Unit
  • Time.Fiscal Calendar.Fiscal Period*
  • Fiscal Calendar Name*
PPM – Project Revenue
  • Contract Business Unit
  • Time.Fiscal Calendar.Fiscal Period
  • Receiver Fiscal Calendar Name*
  • Fiscal Calendar Name*