Report Authoring Tips for Oracle Fusion SCM Analytics

Improve your Oracle Fusion SCM Analytics and Fusion PROC 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 for Querying on the Common Fiscal Calendar Dimension

Select a Fiscal Calendar to analyze Purchase Order, Spend, Requisition, and Receipt to avoid aggregating data across different Fiscal Calendars.

Tips for reporting on the SCM — Manufacturing Work Orders Subject Area

The Work Order Subject Area is at different levels: Work Order and Operations.
  • The granularity of the subject area is at the Operations level.
  • The Metrics folder has measures at Work Order and Operations.
When qerying on this subject area, use as a Time filter for better performance.

Tips for Querying on Balancing Segment, Natural Segment, Cost Center, and GL Segment 1 - 10 in relevant Supply Chain and Procurement Subject Areas

When reporting on qualified or non-qualified segments, use the segment code attributes instead of the name or description to improve performance.

Tips for Querying on SCM — Inventory Valuations

Use Cost Organization, Cost Book, Valuation Unit, and Valuation structure filters to ensure better performance when using a fiscal calendar filter.

Tips for Querying on SCM — Item Cost

Use Cost Organization, Cost Book, Valuation Unit, and Valuation structure filters to improve performance when using a fiscal calendar filter.

Tips for Querying Across Subject Areas

When joining two subject areas in a report, use at least one attribute from a common dimension.

This Bus Matrix shows the Conforming Dimension for SCM subject areas. Review the spreadsheet before creating a cross subject area analysis.

Recommended Filters

Items with an asterisk (*) are required.

Subject Area Presentation Table (Recommended Filter)
Enterprise Contracts - Contracts
  • *Contract Business Unit.Contract Business Unit
  • Name
  • *Time.Year/Quarter/Month
Product Management - Change Order
  • *Change Type
  • *Inventory Organization
  • *Time(Quarter)
Product Management - Item Revisions
  • *Inventory Organization
  • *Item Class
SCM - Cogs and Gross Margin
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Cost Organization Book Details. Cost Organization
  • *Cost Organization Book Details. Cost Book
  • *Business Unit.Business Unit
  • *Inventory Organization.Inventory Organization
  • Cost Organization Book Details.Cost Book Effective Start Date
  • Cost Organization Book Details.Cost Book Effective End Date
SCM - Cost Accounting
  • *Time. Fiscal Calendar Name
  • *Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • Legal Entity. Legal Entity Name
  • *Cost Organization Book Details. Cost Book, Cost Organization
SCM - Draft Sales Orders
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Sales Business Unit.Sales Business Unit
  • *Inventory Organization.Inventory Organization
  • *Unit of Measure.UOM
SCM - Draft Sales Orders Holds
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Sales Business Unit.Sales Business Unit
  • *Inventory Organization.Inventory Organization
SCM - Inventory Aging
  • *Time. Fiscal Calendar Name
  • *Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Inventory Organization. Inventory Organization Name
  • Unit of Measure. Item Primary UOM
  • Business Unit. Business Unit
SCM - Inventory Balances
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Inventory Organization. Inventory Organization Name
  • *Unit of Measure. Item Primary UOM
  • Inbound Details. Document Type
SCM - Inventory Receipts
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Inventory Organization. Inventory Organization
  • *Unit of Measure. Item Primary UOM
SCM - Inventory Transactions
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Inventory Organization. Inventory Organization Name
  • *Unit of Measure. Item Primary UOM
  • Item Category.Category
  • Subinventory
SCM - Inventory Turns
  • *Time. Fiscal Calendar Name
  • *Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Inventory Organization. Inventory Organization Name
  • *Unit of Measure. Item Primary UOM
  • *Business Unit.Business Unit Name
SCM - Inventory Valuations
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Cost Organization Book Details. Cost Organization
  • *Cost Organization Book Details. Cost Book
  • *Cost Valuation Unit. Valuation Unit
  • Cost Valuation Unit. Valuation Structure Type
  • *Valuation Details.Cost Method
  • *Inventory Item.Item
SCM - Item Cost
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Cost Organization Book Details. Cost Organization
  • *Cost Organization Book Details. Cost Book
  • *Cost Valuation Unit. Valuation Unit Cost Valuation Unit. Valuation Structure Type Inventory Item. Item
  • Cost As-of Date. Cost As-of Fiscal Date/Cost As-of Fiscal Year/ Cost As-of Fiscal Quarter/ Cost As-of Fiscal Period
  • *Cost Details.Cost Method
SCM - Maintenance Materials
  • *Time
  • *Manufacturing Organization
SCM - Maintenance Operation Transactions
  • *Time
  • *Manufacturing Organization
SCM - Maintenance Resources
  • *Time
  • *Manufacturing Organization
SCM - Maintenance Work Orders
  • *Time
  • *Manufacturing Organization
SCM - Manufacturing Materials
  • *Time
  • Manufacturing Organization (Don't select No Value from list)
SCM - Manufacturing Operation Transactions
  • *Time
  • Manufacturing Organization (Don't select No Value from list)
SCM - Manufacturing Resources
  • *Time
  • Manufacturing Organization (Don't select No Value from list)
SCM - Manufacturing Work Orders
  • *Time
  • Manufacturing Organization (Don't select No Value from list)

Note:

You should have only a few values in the mandatory filters to improve performance. Removing all the values or selecting all may cause performance issues. Don't turn off mandatory filters in seeded workbooks.
SCM - Picking and Shipping
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • * Business Unit. Business Unit
  • *Inventory Organization. Inventory Organization
  • Order Details. Sales Order
  • Catalog.Catalog
  • Item Category.Category
SCM - Receipt Accounting
  • *Time.Fiscal Calendar Name
  • *Time.Fiscal Year/Fiscal Quarter/Fiscal Period Legal Entity.Legal Entity Name
  • Source Organization. Source Organization Name
  • *Business Unit.Business Unit
  • Destination Organization.Destination Organization Name
  • Ledger.Ledger Name
  • Receipt Accounting Transaction Details.Source
  • Document Type Inventory
  • Item.Item
SCM - Sales Orders
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Sales Business Unit.Sales Business Unit
  • *Inventory Organization.Inventory Organization
  • *Unit of Measure.UOM
SCM - Sales Orders Holds
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Sales Business Unit.Sales Business Unit
  • *Inventory Organization.Inventory Organization
  • Hold Active
  • Hold Source Entity
SCM - Transfer Orders
  • Destination Organization .Destination Organization Name
  • Source Organization. Source Organization Name
  • Inventory Item. Item
  • Transfer Order Details. Transfer Order
  • *Time. Fiscal Calendar Name/Fiscal Year/Fiscal Quarter/Fiscal Period
SCM - Work Order Costing
  • *Time. Fiscal Calendar Name
  • *Time. Fiscal Year/Fiscal Quarter/Fiscal Period
  • *Legal Entity. Legal Entity Name
  • *Cost Organization Book Details. Cost Book, Cost Organization
  • *Catalog.Catalog
  • *Manufacturing Organization.Manufacturing Organization Name
Sustainability - Activities
  • *Time.Fiscal Calendar/Fiscal Year/Fiscal Quarter
  • Legal Entity.Legal Entity Name
  • Activity Details.Activity Type
  • Activity Details.Scope
WMS – Inbound
  • *Time.Year/Quarter/Month
  • *Company.Company Name
  • *Unit of Measure.UOM Name
  • *Facility.Facility Name
WMS - Inventory Onhand
  • *Time.Year/Quarter/Month
  • *Company.Company Name
  • *Unit of Measure.UOM Name
  • *Facility.Facility Name