Work with Rollups

Here's an overview of how to work with rollups:

The graphic here gives an overall flow for rollups:

Graphic that shows the functional flow of Rollups.

This table describes how to work with rollups and refers to the callouts in the graphic.

Things You Can Do	Description
Use the Predefined Rollups	You can use predefined rollups in three ways: Use them as they are (callout 1). Tweak them slightly. Make a working copy of them. Note: You can't delete a predefined rollup. Use Them as They Are (callout 1) Oracle provides the predefined rollups in the Define Rollups page. You can put them to immediate use just by publishing them and running a full refresh (callout 7). Tweak Them Slightly The parameters in the predefined rollups are read-only. You can tweak two things for a predefined rollup: Exclude the hierarchy calculations from an account rollup (callout 2). Change the calculation frequency (callout 3). After that, you can test your changes (callout 6), publish, and run a full refresh (callout 7) on them. Create a Working Copy of a Predefined Rollup You can duplicate a predefined rollup (callout 5) to get a working copy that lets you change the parameters. After modifying, test the calculations (callout 6), publish the rollup, and run a full refresh (callout 7). Ensure that you add the rollup attributes to the Digital Sales UI through Visual Basic Studio (callout 8), for the calculations to appear as metrics in Digital Sales. For more information, see the "Configure the Rollups Region in a Panel" topic in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative. A periodic incremental refresh updates the attributes in Digital Sales with the latest values.
Create a New Rollup (callout 5)	You can create an entirely new rollup (callout 5). Just be sure the rollup attribute you select is unique for each rollup. You can use a rollup attribute of an unpublished rollup or create a custom attribute (callout 4). After creating a rollup, you test the calculations (callout 6), publish the rollup, and run a full refresh (callout 7). A periodic incremental refresh updates the attributes in Digital Sales with the latest values. You need to add the rollup attribute to the Digital Sales UI through Visual Basic Studio (callout 8) for the calculations to appear as a metric in Digital Sales. For more information, see the "Configure the Rollups Region in a Panel" topic in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative. Note: The same as with predefined rollups, you can exclude hierarchy calculations or change the calculation frequency of new rollups.
Unpublish or Delete a Rollup	You can unpublish a predefined rollup and delete a custom rollup (callout 10). The Data Cleanup process clears all calculations and nullifies the attributes exposed in the Digital Sales UI. Note: Unpublished rollups continue to be available on the Rollups Setup page for future use, but the deleted custom rollups can't be restored.

Things You Can Do

Description

Use the Predefined Rollups

You can use predefined rollups in three ways:

Use them as they are (callout 1).
Tweak them slightly.
Make a working copy of them.

Note: You can't delete a predefined rollup.

Use Them as They Are (callout 1)

Oracle provides the predefined rollups in the Define Rollups page. You can put them to immediate use just by publishing them and running a full refresh (callout 7).

Tweak Them Slightly

The parameters in the predefined rollups are read-only. You can tweak two things for a predefined rollup:

Exclude the hierarchy calculations from an account rollup (callout 2).
Change the calculation frequency (callout 3).

After that, you can test your changes (callout 6), publish, and run a full refresh (callout 7) on them.

Create a Working Copy of a Predefined Rollup

You can duplicate a predefined rollup (callout 5) to get a working copy that lets you change the parameters. After modifying, test the calculations (callout 6), publish the rollup, and run a full refresh (callout 7).

Ensure that you add the rollup attributes to the Digital Sales UI through Visual Basic Studio (callout 8), for the calculations to appear as metrics in Digital Sales. For more information, see the "Configure the Rollups Region in a Panel" topic in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative.

A periodic incremental refresh updates the attributes in Digital Sales with the latest values.

Create a New Rollup (callout 5)

You can create an entirely new rollup (callout 5). Just be sure the rollup attribute you select is unique for each rollup. You can use a rollup attribute of an unpublished rollup or create a custom attribute (callout 4).

After creating a rollup, you test the calculations (callout 6), publish the rollup, and run a full refresh (callout 7). A periodic incremental refresh updates the attributes in Digital Sales with the latest values.

You need to add the rollup attribute to the Digital Sales UI through Visual Basic Studio (callout 8) for the calculations to appear as a metric in Digital Sales. For more information, see the "Configure the Rollups Region in a Panel" topic in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative.

Note: The same as with predefined rollups, you can exclude hierarchy calculations or change the calculation frequency of new rollups.

Unpublish or Delete a Rollup

You can unpublish a predefined rollup and delete a custom rollup (callout 10). The Data Cleanup process clears all calculations and nullifies the attributes exposed in the Digital Sales UI.

Note: Unpublished rollups continue to be available on the Rollups Setup page for future use, but the deleted custom rollups can't be restored.