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.
- 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.
- 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.
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.
- 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.
Create a Pipeline Activation Plan
To start analyzing your Oracle Fusion Application Services data, create a plan to copy data to your data warehouse.
Edit a Pipeline Activation Plan
You can change any details of your pipeline activation plan prior to activating it.
Activate a Pipeline Activation Plan
You must activate the plan to run it and load the data into your data warehouse.
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.
Delete a Pipeline Activation Plan
You can delete a pipeline activation plan prior to activating it.
Reload a Pipeline Activation Plan
Reload a pipeline activation plan for a functional area.
Note:
Executing an on-demand data refresh while working on the data may cause temporary inconsistencies.