A Report Authoring Tips
This section provides tips and guidelines for creating effective and timely reports.
Common Report Authoring Tips
This section provides information about commonly encountered use cases and frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.
Tips for Filters
When applying filters to reports, follow these guidelines:
- Use dashboard filters instead of workbook or canvas filters for user interactions in analyses.
- Use workbook filters for hidden and non-interaction filters.
- Set the Limit by Values to None for all filters in custom workbooks or dashboards to improve performance of prompts.
Tips for Brushing
Disable brushing to improve report performance. See Update Canvas Properties.
Tips for Working with Currency
To display the currency format for currency amounts, set the number format in each visualization as a custom currency. Then in the subject area folder, select the currency column. See Set Currency Symbols for Visualizations.
Tips for Reporting on Attributes Across Multiple Dimensions
When reporting on attributes against multiple dimensions, always use a measure in the report. In subject areas with more than one fact, the measure sets the correct context in the query, builds an accurate navigational path, and returns the expected results. If you don’t want the measure to show in the report, hide it. See Hide or Delete a Column.
Report Authoring Tips for Oracle Fusion HCM Analytics
This section provides information about commonly encountered use cases and frequently asked questions regarding Oracle Fusion HCM Analytics reporting. The information isn't exhaustive and is updated regularly with additional information and authoring tips.
Tips for Improving Performance of Reports with Department or Organization Hierarchy Folders
When creating a report that uses attributes from the Department or Organization Hierarchy folders, set filters for Tree Version Effective Start Date and Tree Code to improve performance.Tips for Improving Performance of Reports on Top Manager, Manager Hierarchy, Assignment Manager List, or Bottom-Up Manager Hierarchy Queries
To improve the performance of Top Manager, Manager Hierarchy, Assignment Manager List, or Bottom-Up Manager Hierarchy queries, follow these guidelines:
- Run the refresh process Refresh Manager Hierarchy with a null parameter and then with a zero (0) parameter in Fusion Applications prior to running the ETL to see the data in the Manager Hierarchy or Assignment Manager List folders.
- Filter on Manager Name and Time: Year, Quarter, Month, or Date when any user other than Line Manager runs a report with attributes from the Manager Hierarchy or Assignment Manager List folders in either the select list or the filter list because data in these hierarchy folders are date effective.
- Use attributes from the Assignment Manager List folder (instead of from the Manager Hierarchy folder) when you aren't drilling to Manager Hierarchy to improve report performance.
Tips for Improving Performance of Reports on Worksheet Manager Hierarchy or Worksheet Manager Hierarchy List in HCM – Workforce Rewards – Workforce Compensation Queries
To improve performance on Worksheet Manager Hierarchy or Worksheet Manager Hierarchy List in HCM – Workforce Rewards – Workforce Compensation queries, follow these guidelines:
- Run the Synchronize Hierarchy process by providing Plan Name and Cycle Name as parameters in Fusion Applications prior to running the ETL.
- Filter on Manager Name when any user other than Line Manager runs a report that has attributes from the Worksheet Manager Hierarchy or Worksheet Manager Hierarchy List folders either in the select list or in the filter list.
- Use attributes from the Worksheet Manager Hierarchy List folder (instead of from the Worksheet Manager Hierarchy folder) when you aren't drilling to Manager Hierarchy to improve report performance.
Tips for Improving Performance of Reports on HCM - Diversity Analysis Subject Area Queries
To improve performance on HCM - Diversity Analysis subject area queries, follow these guidelines:
- When a report uses any statistical attributes from the folders
Promotion Details (Age), (Ethnicity), (Gender) or Termination Details; (Age),
(Ethnicity), (Gender) or Salary Details; (Age), (Ethnicity), or (Gender), you
need to include the following columns in the report to ensure the statistical
attributes are calculated at the correct grain:
- Reporting Establishment.Reporting Establishment Name
- Time.Year
- Legislative Job Category.EEO-1 Category
- Country.Country Name
- If you are reporting on Age, Ethnicity, or Gender, also select Age code, Ethnicity, or Gender from the same folder as the statistical attributes.
- When a report has any statistical attributes from the folders Hiring
Details (Age), (Ethnicity), or (Gender), you need to include the following
columns in the report to ensure the statistical attributes are calculated at the
correct grain:
- Time.Year
- Location Details. Location Name
- Legislative Job Category.EEO-1 Category
- Country.Country Name
- If you are reporting on Age, Ethnicity, or Gender, also select Age code, Ethnicity, or Gender from the same folder as the statistical attributes.
Tips for Improving Performance of Reports on HCM - Learning Subject Area Queries
When building a report using the HCM - Learning subject area, include a Time dimension attribute such as Time.Date in the report.
Tips for Improving Performance of Reports on HCM – Talent Acquisition Subject Area Queries
When applying a filter on an attribute, use a Code column (when available) instead of a Name or Description column.
Tips for Improving Performance of Reports on HCM - Workforce Time and Labor Management Subject Area Queries
When designing visualizations, always define default values for the prompts, and choose the most selected values as defaults.
Tips for Using Timestamp Fields As Filters in Reports On HCM - Health And Safety Incidents Subject Area Queries
When filtering on Timestamp fields, use "is greater than or equal to", "is greater than", "is less than or equal to", "is less than", or "between".
Recommended Filters
Subject Area | Presentation Columns (* Required Filter) |
---|---|
HCM – Workforce Core |
|
HCM - Workforce Absence Management |
Content based on facts in the Absences folder:
Content based on facts in the Employment Plan Participation folder:
When reporting on Accrual Balance, you must include one of these filters:
|
HCM - Workforce Rewards - Salary Basis |
|
HCM - Goals and Career Development |
Content based on Performance Goals-related measures:
Content based on Development Goals related measures:
|
HCM - Profile Matching |
When reporting on content based on attributes from Person Profile – Skill Gap Details, add these filters:
|
HCM - Workforce Rewards - Payroll Balances |
Time – Year/QTR/Month: Filter using smaller time periods to improve performance Payroll Period – Payroll Period Name (in particular when the report is at Person Grain) Payroll.Payroll Name When using Balance Value (base measure) in a report, apply a filter on Balance Dimension.Balance Dimension Name.to prevent metric values from being multiplied by the number of configured balance dimensions |
HCM - Workforce Rewards - Payroll Costing |
Time – Year/QTR/Month: Filter using smaller time periods to improve performance). Element – Element Classification Use at least one segment from the Costing Segments folder; use the Segment code wherever possible Payroll.Payroll Name |
HCM - Diversity Analysis |
Promotions/Salary/Terminations-based reports: Time.Year* Reporting Establishment.Reporting Establishment Name Legislative Job Category.EEO-1 Category (Job Category) Country.Country Name Hiring-related reports: Time.Year* Location Details.Location Name Legislative Job Category.EEO-1 Category (Job Category) Country.Country Name |
HCM – Succession Management | Time – Year or Time – Enterprise Year |
HCM - Performance Management |
|
HCM - Talent Profile |
When reports use metrics from a Model profile based on a Job or Position, use one of these filters:
When a report has metrics from Person Profile, use the filters from: Person Profile - Skills and Qualifications or Talent Ratings |
HCM - Workforce Gains and Losses |
Time.Year or QTR or Month* or Time – Enterprise Year or Enterprise Quarter or Enterprise Period* This subject area provides gains and losses based on various Assignment events, so when reporting on this subject area, use a filter from the list below to identify gains and losses from a particular type of event:
|
HCM - Talent Review Meetings | Time - Year or QTR or Month* or Time – Enterprise Year or Enterprise Quarter or Enterprise Period * |
HCM - Check-Ins |
Time - Year or QTR or Month* or Time – Enterprise Year or Enterprise Quarter or Enterprise Period* Review Period.Review Period Name |
HCM – Journeys |
Time – Year or QTR or Month* or Time – Enterprise Year or Enterprise Quarter or Enterprise Period* Allocated Journeys.Allocated Journey Name Manager Information.Manager Name |
HCM - Workforce Rewards - Workforce Compensation |
Compensation Plan Cycle.Plan Cycle Name* Business Unit.Business Unit Name Compensation Plan.Plan Name* |
HCM – Worker Seniority | Seniority Details.Seniority Rule Name* |
HCM - Learning |
Time – Year or QTR or Month * Common folder: Business Unit Name or Department Name or Location Name Learning Records: Learning Item Type Learning Enrollments: Enrolled on Date/ Enrollment Record Due Date |
HCM - Talent Acquisition | Time - Year/QTR/Month/Date* |
HCM – Workforce Time and Labor Management |
Time – Year or QTR or Month* Reported Time Card Start Date and Time Reported Time Card End Date and Time Common folder: Business Unit Name or Department Name or Legal Employer name. |
HCM - Health and Safety Incidents |
Time - Year or QTR or Month or Date* |
HCM - Positions |
Time – Year or QTR or Month* |