Create a Purpose-Built Local Subject Area

Local subject areas can describe the information needed for more intentional Oracle Analytics AI Assistant usage.

This provides an advantage over subject areas by making indexing easier. All columns can be indexed, but there can be a balance to hitting the right size allowing both performance and ad-hoc exploration. For this section, you see the Human Capital Management subject area as an example to build a local subject area. In practice, the author user needs to select a subject area relevant to their business needs.

Create a local subject area from an existing subject area by including a subset of the data elements contained in its folders. These are typically columns and metrics that are used in reports and visualizations. A local subject area is purpose-built for the specific business context of a workbook. By narrowing the scope to only relevant data, it enables the Oracle Analytics AI Assistant to deliver more focused and context aware answers for end users.

Suppose your HR leaders want to understand headcount trends across job families, age bands, workforce gains and losses, and internal mobility to make strategic decisions on organizational health, diversity, and future workforce planning. By creating a local subject area that captures only the essential dimensions and measures, you can provide a clear and unambiguous business context for the workbook, making your leaders self-sufficient while using the Oracle Analytics AI Assistant to gain the required analytical insights

The following procedure demonstrates how to create a local subject area for this purpose.

1. Log in as an author user.
2. On the Oracle Analytics Cloud home page associated with your Oracle Fusion Data Intelligence instance, click Create, then Dataset, and select Local Subject Area.
3. Scroll down to HCM - Workforce Core, then click and drag it to include in the dataset
4. Double-click the HCM- Workforce Core icon to add columns.
5. Select the following to add them to the local subject area:
   1. Expand Time, then add relevant time dimension attributes such as Year, Quarter, Month, Date, then click Add Selected.
   2. Expand Bands, then add relevant band names such as Name from the Age Band table, then click Add Selected.
   3. Expand the Worker table, select Basic Information, Manager Information, Employment Information, and Education, and then click Add Selected.
   4. Expand the Common table, open Department and select Department Name, open HR Business Unit and select Business Unit Name, open Grade and select Grade Name, open Location and select Country, open Job and select Job Name, and open Position and select Position Name. Click Add Selected.
   5. Expand Workforce Headcount Facts, then expand tables such as Facts - Workforce Headcount, Facts - Workforce Person Count, Facts - Workforce Events, Facts - Workforce Length of Service, Facts - Compensation, and Facts – Performance, add only the relevant measures that align with your workbook's business context, then click Add Selected.
6. Set Table Name to HCM -Workforce Core: Sample LSA and click OK.
7. Click Save, then name the dataset Sample LSA, and click OK.
8. If you imported one of the sample workbooks provided by Oracle, the local subject area is already available for you.