Flexfields in Analyses

To store details unique to its requirements, your company may add descriptive flexfields to process, risk, control, issue, and assessment records. To include these flexfields in analyses, you must first enable them for Transaction Business Intelligence.

Here are some preliminary considerations:

  • In part, enabling flexfields for Transactional Business Intelligence involves selecting an option as you configure or edit flexfields. However, this topic doesn't fully discuss how to configure or edit a flexfield. For information on those tasks, see the Flexfields chapter of Oracle Applications Cloud: Configuring and Extending Applications.

  • There are three types of flexfield: key, extensible, and descriptive. However, you can use only descriptive flexfields. As you read about flexfields, you can ignore information about key and extensible flexfields.

Enable Flexfield Segments

To configure descriptive flexfields, you use the Manage Descriptive Flexfields task in Oracle Fusion Functional Setup Manager. For each flexfield, you define global or context segments. Broadly, a global segment is a piece of information that becomes part of an object record under any circumstance. A context segment is a piece of information that applies only under circumstances you define as you create the flexfield.

As you create either type of segment, select a BI Enabled check box if you want that segment to be available for analyses. Clear the check box if not. You can perform either action as you initially configure the flexfield, or as you edit it later.

Run Jobs to Make Flexfields Available for Analytics

When you finish configuring or editing a set of flexfields, run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence process. It's available under Scheduled Processes in the Tools work area. As you set parameters for this process, be sure to select the Risk Management check box (or the All check box) under Basic Options.

When that job finishes running, also run a Report Synchronization job. You can run it on demand or create a schedule for it to run regularly. Complete either action in the Scheduling page of the Setup and Administration work area.