Contents

• Title and Copyright Information
• Get Help

1 Overview

• About This Guide
• Overview of Transactional Business Intelligence
• More About Oracle Transactional Business Intelligence Components
• Overview of Creation and Administration of Procurement Analytics and Reports
• Security Overview of Procurement Analytics and Reports
• View Analytics, Reports, and Dashboards

2 Setup and Management

• Set Up Currency
  • Currency and Exchange Rate Settings for Analytics
  • Set General User Currency
  • Set a Default Currency Conversion Option for All Users
  • Set a Global Currency Conversion Profile
  • Define Currency Profile Values
  • How User Preferred Currency Exchange Works
  • Why do I see amounts of zero in analyses?
• Map to Work Areas
  • Set Up the Reports and Analytics Panel Tab
  • Why can't I see analytics and reports when mapping to work areas for the Reports and Analytics panel tab?
  • Why can't I see analytics and reports when I edit settings for the Reports and Analytics panel tab?
• Set Up Reports as Scheduled Processes
  • Create Job Definitions to Run Reports as Scheduled Processes
  • Define Parameters for Job Definitions
  • Set Up Reports for Scheduling
• Configure Deep Links
  • Register Business Intelligence to Support Deep Linking
  • Create Deep Links
  • Deep Links for Procurement
  • FAQs for Deep Links
    • Why did a deep link open to a blank page?
    • Do I have to display the ID for my object?
    • Can I display actions for some users and not others?
• Manage Permissions
  • Manage Catalog Permission
• Procurement Repository and Session Variables for Business Intelligence

3 Subject Areas

• Procurement Subject Areas, Folders, and Attributes

4 Flexfields

• Overview of Flexfield Use in Analyses
• Configure Key Flexfields for Transactional Business Intelligence
  • Enable Key Flexfields for Business Intelligence Reporting
  • Overview of Supported Key Flexfields
  • Map Non-Qualified Segments to BI Objects
  • Set Up the GL Accounting Flexfields
• Configure Descriptive Flexfields for Transactional Business Intelligence
  • Overview of Transactional Business Intelligence Configuration of Descriptive Flexfields
  • Configure Descriptive Flexfield Segments
  • Set Descriptive Flexfields as BI-Enabled
• Import Changes to Flexfields Automatically
  • Overview of Flexfield Change Import
  • Run the Import Scheduled Process
• Disable Flexfields as BI-Enabled
  • Overview
  • Disable Key Flexfields as BI-Enabled
  • Disable Descriptive Flexfields as BI-Enabled
• Procurement Descriptive Flexfields for Business Intelligence

5 Analytics, Reports, and Dashboards Modification

• Analyses and Dashboards
  • How Data Is Structured for Analytics
  • Create and Edit Analyses Using a Wizard
• Reports
  • Overview of Analytics Publisher
  • How You Access and Modify Report Components
  • Reflect Changes from Edited Reports Sooner
• Where to Save Analytics and Reports
• What happens to modified analytics and reports when a release update is applied?
• Work with Analyses and Reports
  • Create a Supplier Purchase Order Analysis
  • How You Configure Purchasing Document Reports

6 Infolets

• Overview of Infolets
• Personalize Infolets
• Configure Infolets
  • Overview of Configuring Infolets
  • Create Infolets
  • Edit and Delete Infolets
  • Examples of EL Expressions
• FAQs for Infolets
  • Why don't I see infolets in the Analytics section of the home page?
  • How can I rename an icon for an infolet page in the page control on the home page?
  • What's the difference between a performance tile report and a detailed report added to the infolets content?

7 Workflow Notifications

• Configure Procurement Workflow Notifications
• Reflect Changes from Edited Reports Sooner
• Best Practices for Content and Layout in Workflow Notifications
• Add a Branding Logo and Change Other Shared Components in Workflow Notifications
• Use Quick Parts for Workflow Notifications
• Set Up Content to Appear in Only Email or In-App Workflow Notifications
• Preview Changes and Upload Layout Templates for Workflow Notifications
• Reports and Data Models Used for Procurement Notifications Based on Reports
• Configure Purchase Order Email Approval Notifications Using Reports
• Configure Oracle Sourcing Notifications Using Reports