15 Working with Generative AI in Reports

Generative AI can bring more intelligence to reporting and analysis to aid decision-making in finance.

Reports provides the ability to utilize Generative AI (GenAI) for:

• Generating narrative summaries in a text box or text rows or columns.

• Summarizing Notes either in a text box or as an end user action.

Generating Narrative Summaries

Generating Narrative Summaries can be used for the following three use cases:

• Describe exceptions: Describe the cell(s) where a condition is satisfied. For example, a grid cell that satisfies the variance threshold defined by the report designer as a condition.
• Describe the causality for exceptions: Examine one of the relevant cell dimensions where the condition was satisfied and describe the top or bottom contributors to it.
• Do a comparative analysis: If the grid has prior time periods in the columns, describe the cell value in comparison to the prior period.

  Note:

  • The comparative analysis use case can only be applied to a Period dimension and not other dimension types.
  • The describe the causality for exceptions and the comparative analysis use cases can only be applied to data cells and not formula cells.

The generation of narrative summaries within a report is exposed via the conditional text framework with corresponding machine learning property files (Prompt Template properties file) for each use case, which provide examples to generate the textual narrative via GenAI. Conditional text is defined for rows, columns, or cells, and if the condition is satisfied, the GenAI service returns the resulting narrative text using the ConditionalText function.

For more information on the conditional text framework, see Working with Conditional Formatting, Text, and Suppression.

For more information on designing a report for generating narrative summaries, see Creating a Report with Generative AI for Narrative Summaries.

Summarizing Notes

Gen AI can be used to summarize Notes sourced from either a Note segment or a Note text box. Notes summarization is available either in a text box (designer setup) or as an end user action.

• Text Box: using either the Notes or GridNotes text function (with an additional parameter) or the SummarizeGridNotes text function, the report designer can specify to have Notes summarized.

• End User Action: while previewing a report, you can select Summarize Notes from the Actions menu.

  
  
  

  Shows pop-up with Summarize Notes dialog.

  
  
  

When using the SummarizeGridNotes function or the end user Summarize Notes action, you can choose to Use Context, which will include the data value for the member associated with the Note segment. For example:

The main driver of higher other purchases and supplies expenses was additional contractor services, resulting in a 0.53% variance in Fees Outside Services. Finally, a minor decrease in facilities maintenance costs led to a 0.12% variance in Facilities Expenses.

For more information on designing a report for summarizing Notes, see Creating a Report with Generative AI for Narrative Summaries

Note:

• The Reports GenAI feature is only currently available in Oracle Fusion Cloud Enterprise Performance Management Enterprise Narrative Reporting deployments. It is not available in Oracle Enterprise Performance Management Cloud Platform application deployments, in the Standard Cloud EPM licenses, nor legacy Enterprise Performance Reporting Cloud Service (EPRCS).

• The availability of Oracle AI is not yet available in all OCI regions. To view the regions where it is available, refer to Availability of Generative AI in Operations Guide .

• For the initial release, narratives will only be generated in English.

• The Reports GenAI feature is a decision support tool. End users make any final decision regarding the interpretation of the information it provides. AI should be treated as a decision support tool only. Always review AI-generated content and verify its accuracy before using or relying on it.

-- Introducing GenAI Capabilities in Narrative Reporting

Learn about GenAI capabilities in Narrative Reporting. Design Reports using conditional text and the AutoTextSummary that automatically renders a corresponding narrative using the Reports GenAI feature.