1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integration Tasks
  3. Check Rules
  4. Creating Check Entity Groups

Creating Check Entity Groups

A check entity group consists of one or more target-system entities. When a check report is generated, the entities of the entity groups that are assigned to the report location are consolidated and displayed in the report. You activate check entity groups by assigning them to locations. You define the check entities of a check entity group by entering values in the fields of the check entities form of the Check Entities screen.

The Check Entity Group screen consists of three grids:

  • Check Entity Group Summary—Summary area that lists the names of the check entity group, and enables you to create a new check entity group.

  • Check Entity Group Details—Detail area where you can name and describe the check entity group.

  • Entity Details—Detail area where you can add information about the entity.

To add a check entity group:

  1. On the Setup tab, under Data Load Setup, select Check Entity Group.

  2. On the Check Entity Group grid, click Add.

    A blank row is added at the top of the grid.

  3. From the Check Entity Group Detail area, enter the check entity group name in the Name field.

    Optional: In the Description field, enter a description of the check entity group.

  4. Click Save.

To add an entity detail:

  1. In Check Entity Group summary grid, select a check entity group.

  2. In Entity details grid, click Add.

    Blank options lines are displayed.

  3. Complete the following fields:

    • Parent

    • Entity

    • Consolidate

    • On Report

    • Sequence

  4. Click Save.

Table 4-32 Entity Detail Options and Descriptions

Option Description
Entity Specify the target entity to consolidate and display in the check report. If the Consolidate option is selected, the entity is consolidated before it is displayed in the check report.
Consolidate Select to consolidate an entity before displaying it in the check report.

Data Management also runs a consolidation after loading the target system (assuming a check entity group is assigned to the location). The consolidated entities are specified in the check entity group that is assigned to the active location.

Planning—Runs the default calculation specified in the Calc Script Name.

Oracle Essbase—Runs the default calculation specified in the Calc Script Name depending on the "Check Entity Calculation Method" property of the target application. (Note that a calculation script can be run before or after a check rule is run.)

On Report The option selected in the On Report column determines whether an entity is displayed in the check report. If On Report is not selected and Consolidate is selected, the entity is consolidated but not displayed.
Sequence Specify the order in which entities are consolidated and displayed in the check report.

It is good practice to increment the sequence number by 10, to provide a range for the insertion of entities.