Configure Custom Buckets - Customer

Facts and dimension attributes in the dimensional data model provided by Oracle Utilities Data Intelligence may contain numerical attributes that become more useful when grouping them into categories that represent specific number intervals. This process is often referred to as "binning" or "bucketing." For example, an age attribute value may be assigned to an age bucket such as 0-1 days, 1-2 days, 2-3 days, 3-4 days, or >=5 days.

Utilities business applications support a set of predefined bucket business objects that are used in Device Analytics. Intervals representing each bucket must be defined before the analytics solution can use bucket columns.

Supported Buckets

Buckets must be configured in the Customer Cloud Service application by an administrator before they can be used by Data Intelligence. The following fact and dimension buckets are currently supported. In Oracle Utilities analytics products, a fact represents a measurable event or value (such as energy consumption or charges), while a dimension provides descriptive context (such as customer, time, or location) used to categorize and analyze those facts.

Supported Dimension Buckets

Dimension Importance Bucket Value Ranges (Examples) Column with Value to Be Bucketed Column Details

Dimension: Completed in Billing Day Window Bucket

Attributes:

  • Bill Window Category
  • Bill Window Category Description
  • Billing Days in Window Bucket Config Code
  • End Range
  • Range Description
  • Sequence Number Code
  • Start Range
Identify the period in a bill cycle window when a bill was completed (for example, early in the bill cycle window).

Provides a meaningful illustration to users about when a bill was completed within its bill cycle window.

Example:

  • 0 to 1: Day 1
  • 1 to 2: Day 2
  • 2 to 3: Day 3
  • 3 to 4: Day 4
  • 4 to 99999: Day 5+

DAYS_COMPLETED_AFTER_WIN_STARTDays

Completed After Window Started

Bucket Column: Description

Business Object Name: Billing Day In Window Configuration

Business Object Code: C1-BillingDayInWindow

Dimension: Days Before Bill Window Closes Bucket

Attributes:

  • Bill Window Category

  • Bill Window Category Description

  • Billing Days in Window Bucket Config Code

  • End Range

  • Range Description

  • Sequence Number Code

  • Start Range

Identifies how much time is left in an open bill cycle window for a bill to be completed.

Provides a meaningful illustration to users about the time remaining in an open bill cycle window for a bill to be completed.

Example:

  • 0 to 1: Day 1
  • 1 to 2: Day 2
  • 2 to 3: Day 3
  • 3 to 4: Day 4
  • 4 to 99999: Day 5+

DAYS_BEFORE_BILL_WIN_CLOSESDays

Before Bill Window Closes

Bucket Column: Description

Business Object Name: Days Before Bill Window Closes Configuration

Business Object Code: C1-DaysBeforeBillWindowCloses

Supported Fact Buckets

Fact and Attributes Importance Bucket Value Ranges (Examples) Column with Value to Be Bucketed Column Details
Fact: Payment Arrangement

Attribute: Future Payment Amount Buckets (1-10)

Future amount buckets segment expected collections into time periods (for example, 0-30 or 31-60 days), enabling clear forecasting of when outstanding payments are likely to be received and supporting cash flow planning. Defines configurable day ranges indicating the age of future scheduled payments for payment arrangements.
  1. No gaps or overlaps are allowed within the bucket ranges.
  2. Upper bound values are exclusive in the defined range. If the range is given as 0 to 30, the values 0 to 29 are considered.
  3. A maximum of 10 buckets can be configured.
  4. The last bucket should have an end range of 99,999.

Example:


Example screenshot of a table showing future payment amount buckets, each row listing a range of days with a description for future payment amounts grouped by specific day intervals.

A1_PA_FUTURE_PAY_AMT1 A1_PA_FUTURE_PAY_AMT2 ... A1_PA_FUTURE_PAY_AMT10

Bucket Column: Description

Business Object Name: PA Future Payment Age Configuration Business Object Code: C1-PAFuturePaymentAge

Fact: Payment Arrangement

Attribute: Total Number of Installments
The installment count bucket groups payment arrangements by the number of payments required allowing analysis of success rates or risks based on agreement length. Defines configurable ranges for number of installments.
  1. No gaps or overlaps are allowed within the bucket ranges.
  2. Upper bound values are exclusive in the defined range. If the range is given as 0 to 30, the values 0 to 29 are considered.
  3. A maximum of 10 buckets can be configured.
  4. The last bucket should have an end range of 99,999.

Example:


Example screenshot of a table displaying bucket value ranges for installments, with each row assigning a range of installment counts to group descriptions such as less than three or more than eight installments.

A1_INSTALLMENT_CNT

Bucket Column: Description

Business Object Name: PA Number of Installments Configuration

Business Object Code: C1-PANumberOfInstallments

Fact: Payment Arrangement

Attribute: Total Scheduled Payment Amount

The recurring charge bucket categorizes arrangements by their scheduled installment amount, enabling the business to assess performance and risk for different payment sizes. Defines configurable recurring charge amount ranges.
  1. No gaps or overlaps are allowed within the bucket ranges.
  2. Upper bound values are exclusive in the defined range. If the range is given as 0 to 30, the values 0 to 29 are considered.
  3. A maximum of 10 buckets can be configured.
  4. The last bucket should have an end range of 99,999.

Example:


Example screenshot of a table outlining bucket value ranges for installment amounts, with each row grouping amounts into ranges and providing descriptions for each installment bucket.

A1_REC_CHARGE_AMT

Bucket Column: Description

Business Object Name: PA Future Payment Age Configuration

Business Object Code: C1-PAFuturePaymentAge

Fact: Payment Plan

Attribute: Future Payment Amount Buckets (0-10)

Future amount buckets segment expected collections into time periods (for example, 0-30, 31-60 days), enabling clear forecasting of when outstanding payments are likely to be received and supporting cash flow planning.

Defines configurable day ranges indicating the age of future scheduled payments for payment arrangements.

  1. No gaps or overlaps are allowed within the bucket ranges.
  2. Upper bound values are exclusive in the defined range. If the range is given as 0 to 30, the values 0 to 29 are considered.
  3. A maximum of 10 buckets can be configured.
  4. The last bucket should have an end range of 99,999.

Example:


Example screenshot showing a bucket configuration for payment schedules. It includes a list of value ranges with start and end days, each linked to a description for future payment schedules grouped by day intervals.

A1_PP_FUTURE_PAY_AMT01 A1_PP_FUTURE_PAY_AMT02 .... A1_PP_FUTURE_PAY_AMT10

Bucket Column: Description

Business Object Name: PP Future Payment Age Configuration

Business Object Code: C1-PPFuturePaymentAge

Configure Custom Buckets

  1. Sign in to the Oracle Utilities source cloud application.
  2. In the search bar at the top of the screen, search for the "Bucket Configuration" menu and open it.

    A search for the Bucket Configuration options within Work and Asset Management

  3. In the Description field, enter the percent symbol (%) to search for any predefined buckets.

    Page to enter the search criteria for locating bucket configurations with an example of searching based on the description value

    Note:

    A newly installed application will not have any default configurations. If there are any records available, results will be displayed based on the search criteria. Select any of the bucket configuration records returned from search results to navigate and view the configuration.
  4. To add a new bucket configuration, click Add at the top right of the page.
  5. Select an option from the Bucket Configuration Business Objects menu. These options represent the placeholder for the bucket definition.

    Display of the items available in the Bucket Configuration Business Objects drop-down list

  6. In the Bucket Configuration field, define the bucket configuration code and its description. The code must be unique and should reflect the purpose of the bucket. For example, if the purpose of the bucket is for binning when a bill was completed within a bill cycle window, then your bucket configuration code could be CM-BILLDAYIW, where CM is a prefix that identifies that it is custom, and where BILLDAYIW represents that it is for binning Billing Day In Window.
  7. In the Bucket Value Ranges section, define a sequence of intervals for the start and end ranges that represents how the data should be grouped or binned. In most cases, the ranges must be continuous, and the start range must be the end range of the previous interval. The existing functionality will assign the attribute being binned into a range using the formula: Start Range <= x < End Range, where x is the numerical attribute being binned. The intervals must include all possible values of the underlying attribute that is binned into buckets. It is best practice to use a high value for the last end range to ensure that a large value is included in the interval defining the default bucket.

    Example of defining the bucket value ranges for a bucket configuration

Important Constraints: Follow these guidelines to avoid incorrect behavior of buckets.

  • Only one bucket configuration for each Bucket Business Object is supported by Analytics Visualization. Otherwise the application will return incorrect values and may double-count measures.
  • The bucket definition must have intervals that do not overlap and must cover all possible values. Otherwise, the application will return incorrect values and may under- or double-count measures.

Configure Pay Plan Future Payment Age Buckets

The Pay Plan Future Payment Age bucket defines the age buckets for which future payments for pay plans are scheduled to be paid. This bucket's configuration data is used in the Pay Plan Accumulation fact.
  1. Run the following query in the source database application schema.
    Select c.bkt_config_cd,val.bkt_start_range,val.bkt_end_range from f1_bkt_config c, f1_bkt_config_val val Where c.bkt_config_cd=val.bkt_config_cd and c.bus_obj_cd='C1-PPFuturePaymentAge';
  2. Validate the following:
    • One bucket should have the start range as 0.
    • One bucket should have the end range as 99999.
    • No gaps or overlaps are allowed within the bucket ranges.