Table of Contents

• Title and Copyright Information
• 1 Getting Started
  • 1.1 Welcome to Oracle Cloud
    • 1.1.1 About Oracle Cloud
    • 1.1.2 Supported Web Browsers
    • 1.1.3 Order Oracle Cloud Applications
  • 1.2 Getting Started with Profitability Analytics Cloud Service
    • 1.2.1 Create and Activate New Cloud Account
      • 1.2.1.1 Add to an Existing Cloud Account
    • 1.2.2 Access the Cloud Account
    • 1.2.3 Create an Environment
    • 1.2.4 Access the Identity and Access Management
    • 1.2.5 Activate Application User Account
    • 1.2.6 Configuring Session Timeout
      • 1.2.6.1 How to configure Session Lifetime Timeout?
  • 1.3 Admin Console
    • 1.3.1 Introduction to Admin Console
      • 1.3.1.1 Administrator Tasks
      • 1.3.1.2 Authorizer Tasks
    • 1.3.2 System Configuration
      • 1.3.2.1 Metering
      • 1.3.2.2 Component Details
        • 1.3.2.2.1 OCI Console
        • 1.3.2.2.2 Object Storage Archive
        • 1.3.2.2.3 OAUTH Creds
        • 1.3.2.2.4 Object Storage Standard
      • 1.3.2.3 Audit Trail Report
      • 1.3.2.4 Configurations
      • 1.3.2.5 Reports For Download
        • 1.3.2.5.1 Prerequisites
        • 1.3.2.5.2 Access Reports for Download
        • 1.3.2.5.3 Data Reporting - Data View
        • 1.3.2.5.4 View the Report Details
        • 1.3.2.5.5 Apply a Custom Filter to the Data View
    • 1.3.3 Identity Management
      • 1.3.3.1 Users Summary Page
        • 1.3.3.1.1 User Details
        • 1.3.3.1.2 Mapped and Unmapped Groups
          • 1.3.3.1.2.1 Mapped Groups
          • 1.3.3.1.2.2 Unmapped Groups
      • 1.3.3.2 Groups Summary Page
        • 1.3.3.2.1 Group Details
        • 1.3.3.2.2 Mapped and Unmapped Roles
          • 1.3.3.2.2.1 Mapped Roles
          • 1.3.3.2.2.2 Unmapped Roles
        • 1.3.3.2.3 Available Roles
      • 1.3.3.3 Roles Summary Page
        • 1.3.3.3.1 Roles Details
        • 1.3.3.3.2 Mapped and Unmapped Functions
          • 1.3.3.3.2.1 Mapped Functions
          • 1.3.3.3.2.2 Unmapped Functions
      • 1.3.3.4 Folders Summary Page
        • 1.3.3.4.1 Folder Details
          • 1.3.3.4.1.1 Editing Folder Details
      • 1.3.3.5 Functions Summary Page
        • 1.3.3.5.1 Function Details
        • 1.3.3.5.2 Mapped and Unmapped Functions
          • 1.3.3.5.2.1 Mapped Functions
          • 1.3.3.5.2.2 Unmapped Functions
• 2 Dimension Management
  • 2.1 Components of Dimension Management
  • 2.2 Object Security
  • 2.3 Members
    • 2.3.1 Member Summary Page
    • 2.3.2 Creating Member Definitions
    • 2.3.3 Managing Member Definitions
      • 2.3.3.1 Viewing Member Definition Details
      • 2.3.3.2 Editing Member Definition Details
      • 2.3.3.3 Copying Member Definition Details
      • 2.3.3.4 Deleting Member Definition Details
  • 2.4 Attributes
    • 2.4.1 Attribute Summary Page
      • 2.4.1.1 Navigating Attribute Summary Page
    • 2.4.2 Creating Attribute Definition
    • 2.4.3 Managing Attribute Definitions
      • 2.4.3.1 Viewing Attribute Definition
      • 2.4.3.2 Copying Attribute Definition
      • 2.4.3.3 Deleting Attribute Definition
  • 2.5 Hierarchy
    • 2.5.1 Hierarchy Summary Page
      • 2.5.1.1 Navigating Hierarchy Summary Page
    • 2.5.2 Creating Hierarchy Definitions
      • 2.5.2.1 Audit Info
    • 2.5.3 Managing Hierarchy Definitions
      • 2.5.3.1 Viewing Hierarchy Definition Details
      • 2.5.3.2 Editing Hierarchy Definition Details
      • 2.5.3.3 Copying Hierarchy Definition Details
      • 2.5.3.4 Deleting Hierarchy Definition Details
  • 2.6 Viewing Data in a Summary Page
• 3 System Administration
  • 3.1 Users and Roles
    • 3.1.1 View List of Application Users
    • 3.1.2 Create Application Users
    • 3.1.3 Create a User Group
    • 3.1.4 Add User to Group
    • 3.1.5 Import Application Users
  • 3.2 User Groups
    • 3.2.1 Map Application with the User
    • 3.2.2 Map Application with the Groups
    • 3.2.3 Map Users to Groups
    • 3.2.4 Unmap User from Groups
    • 3.2.5 Create a User Group
  • 3.3 User Management
    • 3.3.1 Application Users
    • 3.3.2 User Roles and Privileges
      • 3.3.2.1 Role Based Access Control
      • 3.3.2.2 User Roles and Activities
      • 3.3.2.3 User Persona and Analytics Menu Access Details
      • 3.3.2.4 User Persona and Set Up Configuration Menu Access Details
      • 3.3.2.5 Persona, User Group, Access Type and Role Code Mapping
• 4 Reports & Analytics
  • 4.1 Access Business Intelligence (BI) Reports
  • 4.2 Preparing Data using SQL Query Browser
  • 4.3 Operation Analysis
    • 4.3.1 Currency Rates
      • 4.3.1.1 Report Filters
      • 4.3.1.2 Floating Segment Rate
      • 4.3.1.3 Fixed Exchange Rate
      • 4.3.1.4 Report Filters
      • 4.3.1.5 Exchange Rate
    • 4.3.2 Key & Standard Dimensions Registry
      • 4.3.2.1 Financial Element
      • 4.3.2.2 Legal Entity
      • 4.3.2.3 Common COA
      • 4.3.2.4 GL Account
      • 4.3.2.5 Org Unit
      • 4.3.2.6 Product
      • 4.3.2.7 Industry
      • 4.3.2.8 Branch
      • 4.3.2.9 Geography
      • 4.3.2.10 IFRS9 Stage
    • 4.3.3 Segment Registry
      • 4.3.3.1 Report Filters
  • 4.4 Management Reporting
    • 4.4.1 Management Ledger Based Reporting
      • 4.4.1.1 Report Common Filters
      • 4.4.1.2 In canvas Variable Prompts
      • 4.4.1.3 Report Data Action
        • 4.4.1.3.1 Using a Sample Data Action
      • 4.4.1.4 Top Down Summary
      • 4.4.1.5 Time
      • 4.4.1.6 Detailed IS
      • 4.4.1.7 Detailed BS
      • 4.4.1.8 Defined Org Unit
  • 4.5 Profitability Insights
    • 4.5.1 Instrument Level Aggregation and Insights
      • 4.5.1.1 Report Common Filters
      • 4.5.1.2 In canvas Variable Prompts
      • 4.5.1.3 Report Data Action
      • 4.5.1.4 Org Unit
      • 4.5.1.5 Product
      • 4.5.1.6 Region
      • 4.5.1.7 Time
      • 4.5.1.8 Detailed Income Statement
      • 4.5.1.9 Channel Canvas
      • 4.5.1.10 Other Insights
  • 4.6 Customer Profitability
    • 4.6.1 Instrument Level Aggregation and Insights
      • 4.6.1.1 Report Common Filters
      • 4.6.1.2 In-canvas Variable Prompts
      • 4.6.1.3 Customer Details Canvas
      • 4.6.1.4 Customer vs Segment
      • 4.6.1.5 Segment Comparator
      • 4.6.1.6 Segment Analysis
      • 4.6.1.7 Segment Income Statement
      • 4.6.1.8 RM Profitability
• 5 Setup Configurations
  • 5.1 Batch Parameters
  • 5.2 Financial Element Mapping
    • 5.2.1 Navigation in the Summary Screen
      • 5.2.1.1 Search
      • 5.2.1.2 Financial Element Mapping Summary Table
    • 5.2.2 Adding a Financial Element Mapping
    • 5.2.3 Propagate the Mappings
  • 5.3 Segmentation Mapping
    • 5.3.1 Navigation in the Summary Screen
      • 5.3.1.1 Search
      • 5.3.1.2 Segmentation Mapping Summary Table
    • 5.3.2 Creating a Segmentation Mapping
  • 5.4 Line Item Display Order
• 6 Operations
  • 6.1 Scheduler Services
    • 6.1.1 User Roles and Functions
    • 6.1.2 Accessing Scheduler Services
    • 6.1.3 Define Batch
      • 6.1.3.1 Creating a Batch
      • 6.1.3.2 Creating a Batch Group
      • 6.1.3.3 Editing a Batch
      • 6.1.3.4 Editing a Batch Group
      • 6.1.3.5 Copying a Batch
      • 6.1.3.6 Copying a Batch Group
      • 6.1.3.7 Deleting a Batch
      • 6.1.3.8 Deleting a Batch Group
    • 6.1.4 Define Tasks
      • 6.1.4.1 Adding a Task
      • 6.1.4.2 Modifying a Task
      • 6.1.4.3 Define Task Precedence
      • 6.1.4.4 Deleting a Task
    • 6.1.5 Schedule Batch
      • 6.1.5.1 Task Definitions of a Batch
      • 6.1.5.2 Execute a Batch and Batch Group
      • 6.1.5.3 Schedule Once
      • 6.1.5.4 Daily Batch Scheduling
      • 6.1.5.5 Weekly Batch Scheduling
      • 6.1.5.6 Monthly Batch Scheduling
      • 6.1.5.7 Schedule Cron Expression
      • 6.1.5.8 Re-start a Batch
      • 6.1.5.9 Re-run a Batch
      • 6.1.5.10 Edit Dynamic Parameters
    • 6.1.6 Monitor Batch
    • 6.1.7 Scheduler Service Dashboard
  • 6.2 Object Migration
    • 6.2.1 Migration Object Types
    • 6.2.2 Accessing Object Export and Object Import Features
    • 6.2.3 Object Export Definitions
      • 6.2.3.1 Creating Export Definitions
      • 6.2.3.2 Editing Export Object Definitions
      • 6.2.3.3 Exporting Object Definition
      • 6.2.3.4 Viewing Export Object Details
      • 6.2.3.5 View Object Definition Export Log Details
      • 6.2.3.6 Downloading Dump File
      • 6.2.3.7 Deleting Export Object Definition
    • 6.2.4 Object Import Definitions
      • 6.2.4.1 Creating Object Import Definitions
      • 6.2.4.2 Editing Import Definitions
      • 6.2.4.3 Importing Object Definitions
      • 6.2.4.4 Viewing Import Object Details
      • 6.2.4.5 Viewing Object Import Log Details
      • 6.2.4.6 Deleting Import Definition
• 7 Technical Documents
  • 7.1 Run Chart
  • 7.2 Data Flow
  • 7.3 Customer Master Loader