Connect to Oracle Applications Data Sources

You can create connections to Oracle Applications to help you visualize, explore, and understand the data in your Oracle Fusion Applications with Oracle Transactional Business Intelligence and Oracle BI EE subject areas and analyses.

Create Oracle Applications Connections

You can create connections to Oracle Applications and use the connections to access your data.

  1. On the Data page or Home page, click Create, then click Connection.
  2. Click the Oracle Applications icon.
  3. Enter a name for the connection, the URL for Oracle Fusion Applications with Oracle Transactional Business Intelligence or , the user name, and the password.
  4. Select the Authentication options.
    • Select Always use these credentials, so that the login name and password that you provide for the connection are always used and users aren’t prompted to log in.
    • Select Require users to enter their own credentials when you want to prompt users to enter their user name and password to use the data from the Oracle Applications data source. Users must log in to access only the data that they have the permissions, privileges, and role assignments to access.
  5. Click Save.

    You can now create data sets from the connection.

The connection is visible only to you (the creator), but you can create and share data sets for it.

Compose Data Sets from Subject Areas

You use the Oracle Applications connection type to access the Oracle Fusion Applications with Oracle Transactional Business Intelligence, Oracle BI EE, and Oracle Analytics Server subject areas that you want to use as data sets.

You must create an Oracle Applications connection before you can create a subject area data set.
  1. On the Home page, click Create and click Data Set. Click Connection and use the Create Connection dialog to specify the details for your data set.
  2. In the Data Set editor, choose Select Columns to view, browse, and search the available subject areas and columns.
  3. You can also optionally perform the following steps:
    • In the breadcrumbs click the Add/Remove Related Subject Areas option to include or exclude related subject areas. Subject areas are related when they use the same underlying business or logical model.

    • After you’ve selected columns, go to the Step editor at the top of the Data Set editor and click the Filter step to add filters to limit the data in the data set. After you’ve added filters, click Get Preview Data to see how the filters limit the data.

    • Click Enter SQL to display the logical SQL statement of the data source. View or modify the SQL statement in this field.

      If you edit the data source’s logical SQL statement, then the SQL statement determines the data set and any of the column-based selection or specifications are disregarded.

    • Go to the Step editor at the top of the Data Set editor and click the last step in the Step editor to specify a description for the data set.

  4. Before saving the data set, go to the Name field and confirm its name. Click Add.
    The Data Set page is displayed.
  5. In the Data Set page you can optionally view the column properties and specify their formatting. The column type determines the available formatting options.

Compose Data Sets from Analyses

You can use analyses created in Oracle Fusion Applications with Oracle Transactional Business Intelligence, Oracle BI EE, and subject areas as data sources.

You must create an Oracle Applications connection before you can create an analysis data set.
  1. On the Home page click Create and click Data Set. In the Create Data Set dialog, select Create Connection and use the Create Connection dialog to create the connection for your data set.
  2. In the Data Set editor, select the Select an Analysis option to view, browse, and search the available analyses to use in your data set.
  3. Double-click an analysis to use it for your data set.
  4. You can also optionally perform the following steps:
    • Click Enter SQL to display the SQL Statement of the data set. View or modify the SQL statement in this field.
    • Click a column’s gear icon to modify its attributes, like data type and whether to treat the data as a measure or attribute.
    • Go to the Step editor at the top of the Data Set editor and click the last step in the Step editor to specify a description for the data set.
  5. Before saving the data set, go to the Name field and confirm its name. Click Add.
  6. In the Data Set page you can optionally view the column properties and specify their formatting. The column type determines the available formatting options.

Edit Oracle Applications Connections

You can edit Oracle Applications connections. For example, you must edit a connection if your system administrator changed the Oracle Applications login credentials.

  1. In the Data page, click Connections.
  2. Locate the connection that you want to edit and click its Actions menu icon and select Edit.
  3. In the Edit Connection dialog, edit the connection details. Note that you can’t see or edit the password that you entered when you created the connection. If you need to change the connection’s password, then you must create a new connection.
  4. Click Save.

Delete Oracle Applications Connections

You can delete an Oracle Applications connection. For example, if your list of connections contains unused connections, then you can delete them to help you keep your list organized and easy to navigate.

  1. Delete any data sets that use the connection you need to delete.

    Oracle Applications connections are only visible to the user that creates them (connections aren’t shared), but a user can create data sets using those connections, and share the data sets with others.

  2. In the Data page, click Connections.
  3. To the right of the connection that you want to delete, click Actions menu, and then select Delete.
  4. Click Yes.