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 - Agreement Change Orders
  • *Time.Year/Quarter/Month
  • *Agreement Procurement Business Unit.Agreement Procurement Business Unit Name
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 Order Change Orders
  • *Time.Fiscal Calendar Name (Single Selection)
  • *Time.Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Procurement Business Unit. Procurement Business Unit Name
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 - Sourcing - Negotiations
  • *Time.Fiscal Calendar Name (Single Selection)
  • *Time.Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Procurement Business Unit. Procurement Business Unit Name
  • Purchasing Category.Purchasing Category
Procurement - Sourcing - Responses and Awards
  • *Time.Fiscal Calendar Name (Single Selection)
  • *Time.Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Procurement Business Unit. Procurement Business Unit Name
  • Purchasing Category.Purchasing Category
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)