How do I create an extract group?

Title and music.

Hello, my name is Ken. In this video, I’ll explain how to create an extract data group.

The data group is the starting point when defining data extraction.

From the Home page, click My Client Groups.

Then in the Apps section, click Data Exchange.

In the HCM Extracts section, click Extract Definitions.

In this example, let’s create an extract to generate a report of Person details.

In the upper-left corner, click the Create icon.

1. On the Extract Definitions page, click Create.

In the Create Extract Definition window, enter a name.

Use the default start date.

Select HR Archive type.

And since we want to view all data for each extract run, I’ll deselect the Changes Only option.

Select Report in the Consumer field, since this data will be used only for reporting and not to interface with an external application.

Click OK.

You can see three different sections on the left-hand side: Define, Design, and Deliver.

The Define section shows general information and the parameters for the extract. Parameters control the output of the extract.

Click Design where you will define data groups. The Root Data Group is the first data group that must be defined for any extract.

Enter a name and press the Tab key. The Tag Name generates automatically.

The User Entity determines which database items you have access to. For this extract select the User Entity that returns person data.

Enter Extract Person ID as the Threading Database Item to identify a unique identifier for the user entity.

More extract parameters and options are available in the Advance Edit view of the extract definition. We need to Save and Close this extract to view these options.

On the Extract Definitions page, search for the extract we just saved.

Click the Advanced Edit icon.

To view the additional data group options, in the Hierarchy section, I’ll click Data Group.

If you have multiple data groups they’ll be listed here. We just have the one, so I’ll click that Data Group to add additional parameters.

We’ll enter Data Group Filter Criteria.

You can add a formula that uses a business logic condition or add the criteria. Let’s add our own criteria to extract the person details when the Person Number = 100. 1. In the Filter Criteria column, click the Edit icon.

On the left hand side of the Edit Filter Criteria Condition window, you’ll see all the database items for this user entity.

I’ll select Extract Person Number.

Then we’ll have to add the database item to the filter criteria.

On the right side you can see all of the available Operators.

I’ll select the = operator and add it to the filter criteria.

Then I’ll add a Constant value of 100.

Now my condition is ready.

I can now quickly verify if my criteria is working fine.

And I can see from the message that the user entity returned 2 rows, which means that our criteria is working.

1. Click Calculate Rows.

2. At the Information message, click OK.

Then I’ll click OK and then save it.

And we get a confirmation that it has been saved.

For more information on this topic, you can view the courses on Oracle University or reference the available guides on Oracle Help Center.

Thanks for watching.