3 Configure Oracle Analytics for Applications Data

As the cloud account administrator with the 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 source data from Oracle Applications Cloud 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.

Note:

The times visible in the Console are in local time zone. However, Oracle Analytics for Applications stores the values for the Warehouse Refresh Date Time and Scheduled Date in the Coordinated Universal Time (UTC) in the autonomous data warehouse.

Typical Workflow to Configure Data

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

Task Description More Information
Specify the pipeline parameters Set up the pipeline parameters for your data model file before running your data plans. Set Up the Pipeline Parameters
Specify the report parameters Set up the report parameters for your data model file before running your data plans.

Set Up the Report Parameters for Enterprise Resource Planning

Set Up the Report Parameters for Human Capital Management

Create a data pipeline activation plan To start analyzing your Oracle Applications Cloud data, create a plan to copy data to your data warehouse. Create a Data Pipeline Activation Plan
Edit a data pipeline activation plan You can change any details of your data pipeline activation plan prior to activating it. Edit a Data Pipeline Activation Plan
Activate a data pipeline activation plan You must activate the plan to run and load data into your data warehouse. Activate a Data Pipeline Activation Plan
Deactivate a data pipeline activation plan You can deactivate all the incremental set up and ETL plan jobs of a data pipeline activation plan. Deactivate a Data Pipeline Activation Plan
Delete a data pipeline activation plan You can delete a data pipeline activation plan prior to activating it. Delete a Data Pipeline Activation Plan
Reload a plan for a functional area Perform this action to refresh the data for the selected functional area. Reload a Data Pipeline Activation Plan
Reset a data pipeline activation plan You can reset an activated data pipeline activation plan. Resetting the plan deletes all data from your data warehouse. Reset a Data Pipeline Activation Plan
View request history View the load request history by functional area, load type, and status. View Load Request History
Enrich your data Enrich your reports by using data sets that you create with specific columns from various view objects (VOs). Enrich Your Data

About Data Pipeline Activation Plans

Data Pipeline Activation plans 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 data 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 data pipeline activation plan.

  • Define the pipeline and report 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 aren't impacted.

About Pipeline Parameters

The pipeline parameters apply to all functional areas.

The pipeline parameters that apply at the functional area levels are currency, exchange rate type, and initial extraction date and time to schedule the incremental job to run.
  • Analytics 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 an analytics currency to store amounts in the data warehouse using this common currency. The load process checks the specified currency value and determines the corresponding exchange rate to convert the amounts to the analytics 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 analytics currency.
  • Exchange Rate Type: Specify an exchange rate type that you want to use when converting the transaction amounts to the analytics currency. For example, you may set up Corporate as a standard exchange rate across your organization for a stable currency.

Set Up the Pipeline Parameters

Set up the pipeline parameters for your data model file before running your pipeline plans.

  1. Sign in to your service using the following steps:
    1. Sign in to 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 Application Navigation menu, click Console, and then click Data Pipeline.
  3. On the Data Pipeline page, under Global Configuration, click Pipeline Parameters.
    You see the Pipeline Parameters page.
  4. Under Global Parameters:
    1. Specify the currency of the transaction data.
    2. Select an exchange rate type that you want to use when converting the transaction amounts to the global currency.
    3. Indicate the initial extract date from which to load the transaction data.
  5. Under Additional settings, specify the time when you want the incremental data load to happen daily.
  6. Click Save.

About Report Parameters

Set up the report parameters to specify how data is presented on the KPI decks, visualizations, dashboards, and reports in Oracle Analytics for Applications.

About the Reporting Configuration for Enterprise Resource Planning

You specify values for these parameters as you configure reporting for Enterprise Resource Planning:

  • Calendar: This parameter specifies 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 that share the same calendar and the chart of accounts selected in the previous two parameters. The ALL option selects all ledgers that share the calendar and the selected chart of accounts.
  • Ledger Sets: This optional parameter restricts the ledger sets in the reporting layer and in the security setup. The list of values for this parameter are the ledger sets that share the same calendar and the chart of accounts selected in the previous two parameters.

About the Reporting Configuration for Human Capital Management

You specify values for these parameters as you configure reporting for Human Capital Management:

  • Worker Age Band: This parameter specifies the grouping of the ages of workers by certain ranges. For example, less than 30, 30 to 50, and greater than 50 years. KPIs and analyses related to the headcount of the workers use these age bands. For example, the percentage of workers who are aged 50 and older.
  • Tenure Band: This parameter specifies the grouping of the service years of workers by certain ranges. For example, less than 5, 5 to 10, and greater than 10 years. KPIs and analyses related to the headcount or diversity factors of the workers use these bands. For example, you can use this parameter to answer a business question such as "Show me the percentage of workers in my organization of various years of service."
  • Performance Band: This parameter specifies the grouping of the performance ratings of workers by certain ranges. For example, high, medium, and low. KPIs and analyses related to the performance rating of the workers use these performance bands. For example, you can use this parameter to answer a business question such as "Who are the top performers for the current review period in my organization".

Set Up the Report Parameters for Enterprise Resource Planning

Specify the report parameters for your data model file.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, under Global Configurations, click Report Parameters.
    You see the Report Parameters page.
  4. On the Report Parameters page, click 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. Optionally, in Ledgers Sets, select the ledgers sets that you want to use in decks and data visualizations.
  9. Click Save.

Set Up the Report Parameters for Human Capital Management

Specify the report parameters for your data model file.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, under Global Configuration, click Report Parameters.
    You see the Report Parameters page.
  4. On the Report Parameters page, click Human Capital Management and under it Oracle Human Capital Management Analytics.
  5. Select the worker age band to specify the age range of the workers.
  6. Select the tenure band to specify the range of service years of the workers.
  7. Select the performance band to specify the range of worker performance ratings.
  8. Select the potential band to specify the range of potential ratings for the workers.
  9. Click Save.

Create a Data Pipeline Activation Plan

To start analyzing your Oracle Applications Cloud data, create a plan to copy data to your data warehouse.

Perform this task only after you have set up the pipeline and report parameters.
  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, click your service. For example, under Applications, click Enterprise Resource Planning.
  4. On the service page, for example, the Oracle Financial Analytics page, click Create.
  5. Select your application areas to transfer data to the warehouse, and then click Next.
  6. Review the parameters and click one of the options:
    • Cancel: To cancel the plan.
    • Save: To save the plan but not activate it.
    • Activate: To display the page for scheduling when to run the plan. Select Scheduled Execution Data to specify the date and time on which to run the plan. Select Run Immediately 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 pipeline activation plan. You see your data pipeline activation plan listed on the Data Pipeline page.

Edit a Data Pipeline Activation Plan

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

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

Activate a Data 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 Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, click your service. For example, under Applications, click Enterprise Resource Planning.
  4. On the service page, for example, the Oracle Financial Analytics page, click the Action menu for the saved pipeline activation plan that you want to activate, and click Edit.
  5. Review the plan details and click Activate.
    You see step 4 of the Data Pipeline wizard where you can schedule when to run the plan.
  6. Select Scheduled Execution Data to specify the date and time on which to run the plan. Select Run Immediately to create and run a job for the plan immediately. Click Finish.
Oracle Analytics for Applications runs the data pipeline activation plan, loads data into your data warehouse, and displays your activation plan on the Data Pipeline page. Once data is successfully loaded, the system updates the plan status to Activation Completed.

Deactivate a Data Pipeline Activation Plan

You can deactivate all the incremental setup and jobs of a data 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 Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, click your service. For example, under Applications, click Enterprise Resource Planning.
  4. On the service page, for example, the Oracle Financial Analytics 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 Data Pipeline page with Deactivated status.

Delete a Data Pipeline Activation Plan

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

Deleting a plan permanently removes it, so data refreshes of the warehouse won't occur.
  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, click your service. For example, under Applications, click Enterprise Resource Planning.
  4. On the service page, for example, the Oracle Financial Analytics page, click the Action menu for the activation plan that you want to delete, and click Delete.

Reload a Data Pipeline Activation Plan

Reload an activated data pipeline activation plan to refresh the data for the selected 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 Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, click your service. For example, under Applications, click Enterprise Resource Planning.
  4. On the service page, for example, the Oracle Financial Analytics page, click the Action menu for the data 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 Data Pipeline Activation Plan

When you reset a data pipeline activation plan, you delete all data from your data warehouse and the deletion is irreversible.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, click your service. For example, under Applications, click Enterprise Resource Planning.
  4. On the service page, for example, the Oracle Financial Analytics 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 Data Pipeline page with Reset Completed status.

Reset the Data Warehouse

Reset your data warehouse when your source Oracle Applications Cloud instance has been refreshed from another environment, for example, due to a Production to Test refresh. You may also want to reset the data warehouse when the data has become corrupted.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
  3. On the Data Pipeline page, under Global Configuration, click Pipeline Parameters.
    You see the Pipeline Parameters page.
  4. On the Pipeline Parameters page, click the Reset Data Warehouse menu option.
  5. Click OK in the message dialog.
You must activate each of your data pipeline activation plans. See Activate a Data Pipeline Activation Plan.

View Load 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 Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. Click Application Navigation on the top left and then click Request History.
  4. On the Request History page, view the history of loads that have been performed.

    Note:

    The request history doesn't display the incremental loads.

View Audit Log

You can view the modifications made to entities in the Data Pipeline Activation process such as Ledgers, Analytics Currency, and functional areas.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. Click Application Navigation on the top left and then click Audit Log.
  4. On the Audit Log page, view the list of all the modifications.

About Enriching Your Data

Enrich your reports by choosing specific columns from various view objects (VOs) from the Oracle Applications Cloud data sources.

You can select the columns from various VOs, create an enrichment data set, and use that data set to create a data pipeline activation plan. This enables you to seamlessly extract and load data from additional Oracle Applications Cloud VOs and make it readily available in tables populated in the autonomous data warehouse. You can then use the data for visualization and analysis. To find the VOs that are available for extraction using enrichment, see Data Store.

You can request for additional data stores (BI view objects) to be made available for data enrichment. Create a service request for additional data stores (BI view objects) for data enrichment and include the name of your tenancy along with the list of all required BI view objects in the Description field.

Enrich Your Data

You can supplement the data in your reports by using data sets that you create with specific columns from various view objects (VOs) from Oracle Applications Cloud data sources.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Pipeline page.
  3. On the Data Pipeline page, under Applications, click Data Enrichment.
  4. On the Data Enrichment page, click Create.
    You see the data enrichment wizard with three steps.
  5. In step 1 of the wizard, select a pillar to add a data enrichment plan, and then click Next.
  6. In step 2 of the wizard, select a view object from your pillar.
  7. In the Available Attributes pane, select the check box for the attributes that you want, and then click Add Selected.
    You see the attributes that you had selected in the Target attributes pane and the recommended (defined) primary key. You can either accept this key or override it with your own primary key definition.
  8. Optionally, select Advanced to reorganize the order of columns that are marked as primary keys and specify one of your incremental keys to use when determining the initial extract date.
  9. In step 3 of the wizard, enter a suffix for the target table name that is automatically created by the data enrichment process, provide a description, and specify the options to save the data enrichment plan without executing it, or schedule the execution date and time, or execute it immediately.
  10. Click Finish.
    You see the data enrichment plan on the Data Enrichment page with one of these statuses:
    • Activation in Progress - You can’t edit, delete, or schedule a data enrichment plan while activation is in progress.
    • Activation Completed - You can edit the data enrichment to add or delete VO attributes and save the changes. You can’t modify the schedule in this status.
    • Activation Scheduled - You can edit the data enrichment to add VO attributes, save the changes while retaining the existing schedule, reschedule the execution date and time, or execute the plan immediately.