Table of Contents

• Title and Copyright Information
• 1 About This Content
• 2 Getting Started
  • 2.1 Welcome to Oracle Cloud
    • 2.1.1 About Oracle Cloud
    • 2.1.2 Supported Web Browsers
    • 2.1.3 Order Oracle Cloud Applications
  • 2.2 Getting Started with Profitability Analytics Cloud Service
    • 2.2.1 Create and Activate New Cloud Account
      • 2.2.1.1 Add to an Existing Oracle Cloud Account
    • 2.2.2 Accessing the Cloud Account
    • 2.2.3 Create an Environment
    • 2.2.4 Access Oracle Identity and Access Management
    • 2.2.5 Activate Application User Account
    • 2.2.6 Configuring Session Timeout
      • 2.2.6.1 How to configure Session Lifetime Timeout?
  • 2.3 Introduction to Admin Console
    • 2.3.1 Accessing Admin Console
  • 2.4 System Configuration
    • 2.4.1 Metering
    • 2.4.2 Component Details
    • 2.4.3 Audit Trail Report
    • 2.4.4 Configurations
    • 2.4.5 Reports For Download
      • 2.4.5.1 Prerequisites
      • 2.4.5.2 Access Reports for Download
      • 2.4.5.3 Data Reporting - Data View
      • 2.4.5.4 View the Report Details
      • 2.4.5.5 Apply a Custom Filter to the Data View
  • 2.5 Identity Management
    • 2.5.1 Users Summary Page
      • 2.5.1.1 User Details
      • 2.5.1.2 Mapped/Unmapped Groups
      • 2.5.1.3 Available Groups
    • 2.5.2 Groups Summary Page
      • 2.5.2.1 Group Details
      • 2.5.2.2 Mapped/Unmapped Roles
      • 2.5.2.3 Available Roles
      • 2.5.2.4 Create custom groups
    • 2.5.3 Roles Summary Page
      • 2.5.3.1 Roles Details
      • 2.5.3.2 Mapped/Unmapped Functions
      • 2.5.3.3 Available Functions
    • 2.5.4 Functions Summary Page
      • 2.5.4.1 Function Details
    • 2.5.5 Folders Summary Page
      • 2.5.5.1 Folder Details
      • 2.5.5.2 Editing Folder Details
• 3 System Administration
  • 3.1 Managing Application Users
    • 3.1.1 User Summary- Application Users
    • 3.1.2 Creating New Application Users
    • 3.1.3 Creating a New User Group
    • 3.1.4 Assign Groups to Users
    • 3.1.5 Bulk Import Application Users
  • 3.2 Managing User Groups
    • 3.2.1 Map Application with the User Groups
    • 3.2.2 Map Users to Groups
    • 3.2.3 Map Roles to User Group
    • 3.2.4 Unmap User from Groups
  • 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 Groups
      • 3.3.2.4 Analytics Menu Access Privileges
      • 3.3.2.5 Application Menu Access Privileges
• 4 Dimension Management
  • 4.1 Object Security
  • 4.2 Components of Dimension Management
  • 4.3 Attributes
    • 4.3.1 Attribute Summary Page
      • 4.3.1.1 Navigating Attribute Summary Page
    • 4.3.2 Creating Attribute Definition
    • 4.3.3 Managing Attribute Definitions
      • 4.3.3.1 Viewing Attribute Definition
      • 4.3.3.2 Modifying Attribute Definition
      • 4.3.3.3 Copying Attribute Definition
      • 4.3.3.4 Deleting Attribute Definition
    • 4.3.4 Dimensions and Associated Attributes
  • 4.4 Members
    • 4.4.1 Member Summary Page
    • 4.4.2 Creating Member Definitions
    • 4.4.3 Managing Member Definitions
      • 4.4.3.1 Viewing Member Definition Details
      • 4.4.3.2 Editing Member Definition Details
      • 4.4.3.3 Copying Member Definition Details
      • 4.4.3.4 Deleting Member Definition Details
  • 4.5 Hierarchy
    • 4.5.1 Hierarchies Summary Page
      • 4.5.1.1 Navigating Hierarchy Summary Page
    • 4.5.2 Creating Hierarchy Definitions
      • 4.5.2.1 Audit Info
    • 4.5.3 Managing Hierarchy Definitions
      • 4.5.3.1 Viewing Hierarchy Definition Details
      • 4.5.3.2 Editing Hierarchy Definition Details
      • 4.5.3.3 Copying Hierarchy Definition Details
      • 4.5.3.4 Deleting Hierarchy Definition Details
  • 4.6 Viewing Data in a Summary Page
    • 4.6.1 Searching Summary
    • 4.6.2 Sorting a Summary Page
    • 4.6.3 Setting Number of Records per Page
• 5 Data Management Tools
  • 5.1 Data Maintenance Interface
    • 5.1.1 Data Maintenance Interface
      • 5.1.1.1 Process of DMI Windows
      • 5.1.1.2 User Role Mapping and Access Rights
      • 5.1.1.3 Access the Data Maintenance Interface
      • 5.1.1.4 Form Definition Summary Page
      • 5.1.1.5 Creating New Forms in Form Builder
        • 5.1.1.5.1 Creating Forms Using Excel Upload
        • 5.1.1.5.2 Creating Forms Using Data Entry Option
        • 5.1.1.5.3 Creating Forms Using Data Exporter
        • 5.1.1.5.4 Creating Data Filters for New Form Definitions
        • 5.1.1.5.5 Enabling Data Security for New Form Definitions
        • 5.1.1.5.6 Enabling User Security for New Form Definitions
      • 5.1.1.6 Approving and Rejecting New Form Definitions
        • 5.1.1.6.1 Approving a Forms Definition
        • 5.1.1.6.2 Rejecting a Forms Definition
      • 5.1.1.7 Managing Form Definitions
      • 5.1.1.8 Viewing Form Definitions
      • 5.1.1.9 Editing/Amending Form Definitions
      • 5.1.1.10 Copying Form Definitions
      • 5.1.1.11 Re-Uploading Form Definitions
      • 5.1.1.12 Deleting Form Definitions
    • 5.1.2 Data Entry
      • 5.1.2.1 Viewing Data Entry
      • 5.1.2.2 Adding Data to Table – Forms Created Using Data Entry
        • 5.1.2.2.1 Adding/Editing a Draft Record
        • 5.1.2.2.2 Deleting Draft Records
        • 5.1.2.2.3 Editing Approved Records
      • 5.1.2.3 Forms Created Using Excel Upload
      • 5.1.2.4 Approving and Rejecting Records
        • 5.1.2.4.1 Approving Draft Records
        • 5.1.2.4.2 Rejecting a Record
        • 5.1.2.4.3 Editing a Rejected Record
      • 5.1.2.5 Exporting Data Exporter Form Definitions
        • 5.1.2.5.1 Custom Exporting Data Exporter Forms
        • 5.1.2.5.2 Exporting Data Exporter Forms
        • 5.1.2.5.3 Viewing Data Exporter Report Status
        • 5.1.2.5.4 Downloading Reports
    • 5.1.3 Adding DMI Tasks in Scheduler Service
  • 5.2 PBSM Balance Reconciliation
    • 5.2.1 Reconciliation Definition
      • 5.2.1.1 Adding a New Reconciliation Definition
      • 5.2.1.2 Reconciliation Balance
      • 5.2.1.3 Actions Performed on Reconciliation Definition
    • 5.2.2 Duplicate Runs for Same As-of-Date
    • 5.2.3 Historical Difference Report
    • 5.2.4 Default Attributes
      • 5.2.4.1 Creating a New Product-Currency Combination and Default Attributes
    • 5.2.5 Reconciliation using Batch Process
  • 5.3 Data Housekeeping
    • 5.3.1 Create Data Housekeeping Policy
      • 5.3.1.1 Create Drop Partition Policy
      • 5.3.1.2 Create Archive Policy
      • 5.3.1.3 Create Delete Policy
    • 5.3.2 Authorize a Policy
  • 5.4 Data Level Security
  • 5.5 Data Redaction
    • 5.5.1 Redaction Functions
    • 5.5.2 Redaction Policies
      • 5.5.2.1 View redaction policies
      • 5.5.2.2 Create redaction policies
      • 5.5.2.3 Modify a redaction policy
      • 5.5.2.4 Drop a redaction policy
      • 5.5.2.5 Refresh a redaction policy
    • 5.5.3 Redaction Approval
• 6 Setup Configurations
  • 6.1 Preferences
    • 6.1.1 Global Preferences
    • 6.1.2 Application Preferences
  • 6.2 Batch Parameters
  • 6.3 Financial Element Mapping
    • 6.3.1 Navigation in the Summary Screen
      • 6.3.1.1 Search
      • 6.3.1.2 Financial Element Mapping Summary Table
    • 6.3.2 Adding a Financial Element Mapping
  • 6.4 Segmentation Mapping
    • 6.4.1 Navigation in the Summary Screen
      • 6.4.1.1 Search
      • 6.4.1.2 Segmentation Mapping Summary Table
    • 6.4.2 Creating a Segmentation Mapping
  • 6.5 Line Item Display Order
  • 6.6 Geography Mapping
  • 6.7 Custom Metrics Generator
    • 6.7.1 Creating a New Management Ledger Metric
    • 6.7.2 Creating a New Instrument Metric
• 7 Operations and Processes
  • 7.1 Scheduler Services
    • 7.1.1 Accessing Scheduler Services
    • 7.1.2 User Roles and Functions
    • 7.1.3 Define Batch
      • 7.1.3.1 Creating a Batch/Batch Group
      • 7.1.3.2 Editing a Batch/Batch Group
      • 7.1.3.3 Copying a Batch/Batch Group
      • 7.1.3.4 Deleting a Batch/Batch Group
    • 7.1.4 Define Tasks
      • 7.1.4.1 Adding a Task
      • 7.1.4.2 Modifying a Task
      • 7.1.4.3 Define Task Precedence
      • 7.1.4.4 Deleting a Task
    • 7.1.5 Managing Batch/Batch Group Executions
      • 7.1.5.1 Execute Batch/Batch Group
      • 7.1.5.2 Adding Pre-Conditions For Batch Group Execution
      • 7.1.5.3 Edit Dynamic Parameters
      • 7.1.5.4 Scheduling and Automating Batch/Batch Group Execution
      • 7.1.5.5 Re-run Batch/Batch Group
      • 7.1.5.6 Re-start Batch/Batch Group
    • 7.1.6 Monitor Batch/Batch Group
    • 7.1.7 Scheduler Service Dashboard
  • 7.2 Object Migration
    • 7.2.1 Migration Object Types
    • 7.2.2 Accessing Object Export and Object Import Features
    • 7.2.3 Object Export Definitions
      • 7.2.3.1 Creating Export Definitions
      • 7.2.3.2 Editing Export Object Definitions
      • 7.2.3.3 Exporting Object Definition
      • 7.2.3.4 Viewing Export Object Details
      • 7.2.3.5 View Object Definition Export Log Details
      • 7.2.3.6 Downloading Dump File
      • 7.2.3.7 Deleting Export Object Definition
    • 7.2.4 Object Import Definitions
      • 7.2.4.1 Creating Object Import Definitions
      • 7.2.4.2 Editing Import Definitions
      • 7.2.4.3 Importing Object Definitions
      • 7.2.4.4 Viewing Import Object Details
      • 7.2.4.5 Viewing Object Import Log Details
      • 7.2.4.6 Deleting Import Definition
  • 7.3 Changing Object Ownership
• 8 Precursor to Analytics
• 9 Reports & Analytics
  • 9.1 Access Business Intelligence (BI) Reports
  • 9.2 Preparing Data using SQL Query Browser
  • 9.3 Operational Analysis
    • 9.3.1 Dimensions Registry
    • 9.3.2 Currency Rates
    • 9.3.3 Segment Registry
    • 9.3.4 Data Quality Checks
    • 9.3.5 File Uploads Report
    • 9.3.6 Groups and Roles Report
    • 9.3.7 Tables and Partitions Report
  • 9.4 Management Reporting
    • 9.4.1 Management Ledger Based Reporting
      • 9.4.1.1 Report Common Filters
      • 9.4.1.2 In canvas Variable Prompts
      • 9.4.1.3 Report Data Action
        • 9.4.1.3.1 Using a Sample Data Action
      • 9.4.1.4 Top Down Summary
      • 9.4.1.5 Time
      • 9.4.1.6 Detailed IS
      • 9.4.1.7 Detailed BS
      • 9.4.1.8 Defined Org Unit
  • 9.5 Profitability Insights
    • 9.5.1 Instrument Level Aggregation and Insights
      • 9.5.1.1 Report Common Filters
      • 9.5.1.2 In canvas Variable Prompts
      • 9.5.1.3 Report Data Action
      • 9.5.1.4 Org Unit
      • 9.5.1.5 Product
      • 9.5.1.6 Region
      • 9.5.1.7 Time
      • 9.5.1.8 Detailed Income Statement
      • 9.5.1.9 Channel Canvas
      • 9.5.1.10 Other Insights
  • 9.6 Customer Profitability
    • 9.6.1 Instrument Level Aggregation and Insights
      • 9.6.1.1 Report Common Filters
      • 9.6.1.2 In-canvas Variable Prompts
      • 9.6.1.3 Customer Details Canvas
      • 9.6.1.4 Customer Life Time Value
      • 9.6.1.5 Customer vs Segment
      • 9.6.1.6 Segment Comparator
      • 9.6.1.7 Segment Analysis
      • 9.6.1.8 Segment Income Statement
      • 9.6.1.9 RM Profitability
      • 9.6.1.10 Inter-Segment Movement
      • 9.6.1.11 Customer Group Details
  • 9.7 Geography Profitability
    • 9.7.1 Report Common Filters
    • 9.7.2 Summary Tab
    • 9.7.3 Key Business Metrics Tab
    • 9.7.4 Key Performance Metrics Tab
    • 9.7.5 Other Ratios
  • 9.8 Custom Metrics
    • 9.8.1 Report Filters
    • 9.8.2 In canvas Variable Prompts
    • 9.8.3 Instrument Custom Metrics Canvas
    • 9.8.4 Management Ledger Custom Metrics Canvas
  • 9.9 Creating Adhoc Reports and Analysis
    • 9.9.1 Amend Out-of-the-Box Reports
    • 9.9.2 Ad-hoc Analysis Folder
    • 9.9.3 Working with Out-of-the-Box Subject Area
• 10 Technical Documents
  • 10.1 Run Chart
  • 10.2 Data Flow
  • 10.3 Customer Master Loader
  • 10.4 Customer Hierarchy Loader
  • 10.5 Reporting Data Model