Supplemental Data Process Overview

Working with supplemental data enables you to extend your application to a more granular level of detail. Supplemental data management requires these steps:

  1. The Administrator creates an application enabling the Supplemental Data feature, and refreshes the database, which sets up the system setting information.

  2. The Power User defines the data set:

    • Creates data sets, attributes, and calculation and validation rules for the attributes.

    • Creates additional Data Form Templates with a summarized section, and defines the section.

    • Assigns workflow and access for each data form template.

    • Deploys the form template to a specific data collection period to be ready for the collection process.

      • If the period is not open, then the form instances are in pending status.

      • If the period is open, then the form instance is active and available for data entry.

  3. The User loads the data:

    • Loads data manually or uses a CSV file for each form data, or web UI.

    • Performs validation and ensures correctness of data.

    • Submits data for approval.

  4. The User assigned as the approver reviews and approves or rejects the data (may have multiple levels of approval).

  5. The Administrator opens the Period after dimensions, data sets, and forms are created in the system, and opens a Period to start the data collection process.

  6. The Administrator or Power User sends email alerts to assigned users for their related data forms.

  7. The User groups and filters data to focus on certain data segments.

  8. The User views summarized data after the data is approved (depends on the workflow option), and posts data.

  9. The Administrator closes and locks the Period for the data collection:

    • Closes Period for Data Collection (prevents additional form instances to start)

    • Locks Period for Data Collection (allows no additional changes)

You can also use Oracle Smart View for Office for the data collection process. When you install the Smart View Extension for Supplemental Data, you can manage the data collection process and work with supplemental data forms using the SDM menu option in Smart View. To install the extension, see the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide.