3 Configure Oracle Analytics for Applications Data

As the cloud account administrator with Functional Administrator or System Administrator application role, you specify the data load and reporting configuration details, and create pipeline activation plans that determine how the Oracle Fusion Application Services source data is loaded and displayed in the data warehouse.

For example, you might specify the Initial Extract Date as January 1, 2019, specify the global currency as US Dollars (USD), and select the Exchange Rate to be used for converting transactions to the global currency.

Typical Workflow to Configure Data

Follow these tasks as a guide to configure Oracle Analytics for Applications data.

Task Description More Information
Specify the global configuration details Set up the global configuration details for your data model file before running your data plans. Set up Global Configuration
Specify the reporting configuration details Set up the reporting configuration details for your data model file before running your data plans. Set up Reporting Configuration
Create a pipeline activation plan To start analyzing your Oracle Fusion Application Services data, create a plan to copy data to your data warehouse. Create a Pipeline Activation Plan
Edit a pipeline activation plan You can change any details of your pipeline activation plan prior to activating it. Edit a Pipeline Activation Plan
Activate a pipeline activation plan You must activate the plan to run and load data into your data warehouse. Activate a Pipeline Activation Plan
Deactivate a pipeline activation plan You can deactivate all the incremental set up and ETL plan jobs of a pipeline activation plan. Deactivate a Pipeline Activation Plan
Delete a pipeline activation plan You can delete a pipeline activation plan prior to activating it. Delete a Pipeline Activation Plan
Reload a plan for a functional area Perform this action to refresh the data for the selected functional area. Reload a Pipeline Activation Plan
Reset a pipeline activation plan You can reset an activated pipeline activation plan. Resetting the plan deletes all data from your data warehouse. Reset a Pipeline Activation Plan
View request history View the load request history by functional area, load type, and status apart from few other details. View Request History

About Pipeline Activation Plans

Pipeline Activation plans are load plans which load data specific to a functional area into the data warehouse.

These plans hold configuration parameters specific to a functional area. For example, General Ledger is a functional area under Finance.

You can't submit a pipeline activation plan in the following situations:
  • Load in progress: If an incremental load is in progress.
  • An impending load: If an incremental load is scheduled to run in the next hour.
  • Exceeded the number of daily refresh requests: If you've exceeded the maximum number of ad hoc data refresh requests for the day. In this case, you can submit a request the following day.

About Best Practices

Here's a list of the best practices to follow before running a pipeline activation plan.

  • Define the load and reporting parameters for the functional area accurately.
  • Schedule the data load to run during off-peak hours.
  • Run initial full warehouse loads during weekends and incremental loads during weeknights to ensure that users are not impacted.

About Global Configuration

The global configuration details apply to all functional areas.

The configuration details that are applicable at the functional area levels are currency, exchange rate type, and initial extraction date and time to schedule the incremental job to run.
  • Global Currency: Currency conversions are required because your business might have transactions captured in multiple currencies. To create meaningful enterprise-wide analyses, you must use a common currency. Oracle Analytics for Applications allows you to specify a global currency to store amounts in the data warehouse using this common currency. The load process uses the global currency setup and looks up at the corresponding exchange rate to convert the amounts to the global currency. For example, if your organization is a multinational enterprise that has its headquarters in the United States, you probably want to choose US dollars (USD) as the global currency.
  • Exchange Rate Type: Specify an exchange rate type that you want to use when converting the transaction amounts to the global currency. For example, you may set up Corporate as a standard exchange rate across your organization for a stable currency.

Set up Global Configuration

Set up the global configuration details for your data model file before running your pipeline plans.

  1. Sign in to your service using the following steps:
    1. Sign into the Oracle Cloud Infrastructure console.
    2. Open the Navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.

      You see the service instances page.

    3. On the service instances page, select the compartment and the instance where you need to do the configuration.
    4. Click the instance URL to access Oracle Analytics for Applications.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. Click Application Navigation on the top left and then click Global Configuration.
    You see the Global Configuration page.
  4. Specify the currency of the transaction data.
  5. Select an exchange rate type that you want to use when converting the transaction amounts to the global currency.
  6. Indicate the initial extract date from which to load the transaction data.
  7. Under Additional settings, specify the time when you want the incremental data load to happen daily.
  8. Click Save.

About Reporting Configuration

Set up the reporting configuration details to specify how data is presented on the KPI decks, DV visualizations, dashboards, and reports in Oracle Analytics for Applications.

Reporting configuration details that you need to set up are:
  • Calendar: This parameter is used to configure the reporting calendar used in Oracle Analytics Cloud. All time options seen in the reporting layer are based off the calendar chosen in the configuration.
  • Chart of Accounts: This parameter controls the list of ledgers used for reporting and is used in tandem with the Calendar parameter.
  • Ledgers: This parameter restricts the ledgers in the reporting layer and in the security setup. The list of values for this parameter are the ledgers which share the same calendar and the chart of accounts selected in the previous two parameters. The ALL option selects all ledgers which share the calendar and the selected chart of accounts.

Set up Reporting Configuration

Specify reporting configuration details for your data model file. Use the Reporting Configuration option to set the parameters that are used in the KPI decks, DV visualizations, dashboards, and reports.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. Click Application Navigation on the top left and then click Report Configuration.
    You see the Report Configuration page.
  4. On the Report Configuration page, click your service, for example Enterprise Resource Planning and under it Oracle Financial Analytics.
  5. Select a fiscal calendar to configure the reporting calendar to be used in Oracle Analytics Cloud.
  6. Select a chart of accounts to control the list of ledgers used for reporting.
  7. In Ledgers, select ALL to use all the available ledgers in the reporting layer and in the security setup.
  8. Click Save.

Create a Pipeline Activation Plan

To start analyzing your Oracle Fusion Application Services data, create a plan to copy data to your data warehouse.

Perform this task only after you have set up the global and reporting parameters.
  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation page, click Create.
  4. Select your application areas to transfer data to the warehouse, and then click Next.
  5. Review the parameters and click one of the options:
    • Cancel: To cancel the plan.
    • Save: To save the plan but not activate it.
    • Activate: Takes you to the next page to schedule when to run the plan. Click Run on Finish to create and run a job for the plan immediately.
Oracle Analytics for Applications extracts data only from the initial extract date that you specify. Any data added prior to the initial extract date won’t be part of this data activation plan. You see your pipeline activation plan listed on the Pipeline Activation page.

Edit a Pipeline Activation Plan

You can change any details of your pipeline activation plan prior to activating it.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation page, click the Action menu for the pipeline activation plan that you want to edit, and click Edit.
  4. Make the changes, review the changes, and then click Save or Activate.

Activate a Pipeline Activation Plan

You must activate the plan to run it and load the data into your data warehouse.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation page, click the Action menu for the saved pipeline activation plan that you want to activate, and click Edit.
  4. Review the plan details and click Activate.
Oracle Analytics for Applications starts running the pipeline activation plan, loads data into your data warehouse, and displays your activation plan on the Pipeline Activation Plans page. Once data is successfully loaded, the system updates the plan status to Activation Completed.

Deactivate a Pipeline Activation Plan

You can deactivate all the incremental set up and ETL plan jobs of a pipeline activation plan. Deactivating a plan ensures that future incremental jobs don't select the specific functional area when the plan runs.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation page, click the Action menu for the active pipeline activation plan that you want to deactivate, and click Deactivate.
You see your activation plan on the Pipeline Activation Plans page with Deactivated status.

Delete a Pipeline Activation Plan

You can delete a pipeline activation plan prior to activating it.

Deleting a plan permanently removes it and future data copies to your data warehouse are discontinued.
  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation Plans page, click the Action menu for the activation plan that you want to delete, and click Delete.

Reload a Pipeline Activation Plan

Reload a pipeline activation plan for a functional area.

Performing this action refreshes the data for the selected functional area. The next scheduled run may take additional time to complete.

Note:

Executing an on-demand data refresh while working on the data may cause temporary inconsistencies.
  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation page, click the Action menu for the pipeline activation plan whose data you want to refresh, and then click Refresh Data.
    The system executes an incremental load immediately. If you had reset a pipeline activation plan before refreshing data, then the system runs a full load immediately for that functional area.

Reset a Pipeline Activation Plan

You can reset an activated pipeline activation plan. Performing a reset deletes all data from your data warehouse. This action is irreversible.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. On the Pipeline Activation page, click the Action menu for the pipeline activation plan that you want to reset, and click Reset.
You see your activation plan on the Pipeline Activation Plans page with Reset Completed status.

View Request History

You can view the load request history by functional area, load type, and status along with other details.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page.
  3. Click Application Navigation on the top left and then click Request History.
    You see
  4. On the Request History page, view the history of runs that have been performed.

    Note:

    The request history doesn't display the incremental runs.