1 Introduction

Overview

Oracle Fusion ERP Analytics is a prebuilt cloud native analytics solution for Oracle Fusion Cloud ERP.

It helps finance, procurement, and project professionals uncover the underlying drivers of profitability, improve the use of working capital, and control business expenditures. See Oracle Fusion ERP Analytics.

This guide lists the predefined objects in Oracle Fusion ERP Analytics. You can find information about tables, entity relationships, subject area, job roles, duty roles, associated business questions, metric details, prebuilt analyses, prebuilt business metrics, and prebuilt dashboards.

Features Available for Preview

Preview features enable functional administrators to switch functionality on and off. This way, your organization can evaluate and learn how to use new features before they roll out by default.

To enable the preview features, see Make Preview Features Available.

Functional Areas

Feature	Description
Enterprise Contracts	This feature provides the ability to analyze buy side contracts. It includes details on contract headers, contract lines, contracts terms, and fulfillment lines.
Grants Management	This feature provides ability to analyze the Grants awards funding.
Project Assets	This feature provides reporting on Capital projects in the subject areas.
Project Labor Distribution	This feature provides the ability to analyze Project Labor Schedules and Project Labor Distribution Costs using the PPM - Project Labor Schedules and PPM – Project Labor Distribution Costs subject areas.
Receipt Accounting	This feature provides the ability to analyze transactions and distributions related to Receipt Accounting sourced from Purchase Orders and PO Receipts interfaced to the Receipt Accounting subject area.
Spend Classification	This feature enables the Spend Requisitions, and Purchase Orders subject areas to support the Spend Classification related attributes.

Pipeline Features

Feature	Description
GL Unposted Journals	This feature provides the ability to view unposted journals in the GL Detail Transactions subject area. On– Display the Enable Unposted Journal Lines detail in the Pipeline Parameters section on the Pipeline Settings page. Off – Hide the Enable Unposted Journal Lines detail in the Pipeline Parameters section on the Pipeline Settings page. Default: Off Restart Required: No

Features Generally Available

Oracle Fusion Data Intelligence offers certain functionality as generally available that you must enable using the Console. Generally available features are publicly available features that you can use for production workloads. These features enable functional administrators to switch functionality on and off and are disabled by default.

To enable the generally available features, see Enable Generally Available Features.

Functional Areas

Feature	Description
Customer Collections Date Prediction	This machine learning feature predicts the expected payment date for open customer invoices. See Customer Collections Date Prediction.
Customer Collections Risk Prediction	This machine learning feature provides the customer collections risk prediction for open AR invoices. See Customer Collections Risk Prediction.
Supplier On-time Payments Prediction	This machine learning feature provides the supplier on-time payments prediction for open AP invoices. See Supplier On-time Payments Prediction.
Project Invoices Prior to Acceptance	This feature provides the ability to view invoices with all statuses in the Project Invoices subject area. By default, the Project Invoices subject area only shows invoices that are accepted in Receivables.

Pipeline Features

Feature	Description
Configurabe Account Analysis	Configurable Account Analysis (CAA) is a cross finance self-service advanced capability in Oracle Fusion Data Intelligence that enables functional administrators to define the comprehensive account analysis template combining data across general ledger and multiple subledger sources right from the initial extract date. See Configurable Account Analysis.

Prerequisites for Oracle Fusion ERP Analytics

Be sure you review and set up these prerequisite requirements to use Oracle Fusion ERP Analytics and the provided subject areas.

Topics:

• Assign Financial Categories to the Natural Accounts
• Make the Key Flexfield Segments of Chart of Accounts BI-Enabled
• Create Segment Labels for Desired Segments and Map them to BI Object Names
• Flatten and Publish Hierarchies
• Assign Hierarchies to Each Segment in Chart of Accounts
• Set Up Exchange Rates for Analytics Currency
• Force Deploy Extensible Flexfields

Assign Financial Categories to the Natural Accounts

Be sure you link financial categories with natural accounts before using Oracle Fusion ERP Analytics and the provided subject areas.

Verify and assign financial categories to the natural accounts to identify groups of accounts for reporting/analysis in Oracle Fusion ERP Analytics. The system uses these Financial categories in prebuilt metrics of the GL Balance Sheet and GL Profitability subject areas. Search for the natural accounts, verify that financial accounts are assigned to them, and if not, then assign financial categories to the natural accounts.

1. Sign in to Oracle Cloud ERP.
2. Navigate to My Enterprise, click Setup and Maintenance, and in the Setup and Maintenance work area, go to the following:
   • Offering: Financials
   • Functional Area: Financial Reporting Structures
   • Task: Manage Chart of Accounts Structure Instances
3. Under Search, select General Ledger from the Module list, and click Search.
4. In Search Results, select the Application and under Search Results lick Manage Structure Instances.
5. On the Manage Key Flexfield Structure Instances page, under Search, in Structure Name, select applicable name and click Search.
6. From the search results, select your Chart of Accounts Instance and click Edit .
7. On the Edit Key Flexfield Structure Instance page, in Segment Instances, identify your natural account segment in the Segment Code column, and click the corresponding value in the Value Set Code.
8. On the Manage Value Sets page, in Search Results, click Manage Values, and on the Manage Values page, click Search to list all the natural account codes.
9. In Search Results, ensure that all the active natural accounts have financial categories assigned to them in the Financial Category column.
10. If the active natural accounts don’t have financial categories assigned to them, then assign using either way:
    • Manually select the financial category in the Financial Category column.
    • Map the financial categories to active accounts using the File Based Data Import (FBDI) template. .
11. To download these values into a spreadsheet, click Action and select Export to Excel.

Make the Key Flexfield Segments of Chart of Accounts BI-Enabled

Be sure you enable key flexfield segments for Oracle Transactional Business Intelligence before using Oracle Fusion ERP Analytics and the provided subject areas.

Perform this procedure in Oracle Cloud ERP.

1. Sign in to Oracle Cloud ERP.
2. Navigate to My Enterprise, click Setup and Maintenance, and in the Setup and Maintenance work area, go to the following:
   • Offering: Financials
   • Functional Area: Financial Reporting Structures
   • Task: Manage Chart of Accounts Structure Instances
3. In Manage Chart of Accounts Structure Instances, select General Ledger in Module, and click Search.
4. In Search Results, click Manage Structure Instances.
5. On the Manage Key Flexfield Structure Instances page, under Search, in Structure Name, select applicable name and click Search.
6. From the search results, select your Chart of Accounts Instance and click Edit .
7. On the Edit Key Flexfield Structure Instance page, in Segment Instances, select each end segment, click the edit icon, and in the Edit Key Flexfield Segment Instance dialog, ensure that the BI enabled check box is selected.

Create Segment Labels for Desired Segments and Map them to BI Object Names

Be sure you create segment labels and map them to BI Objects before using Oracle Fusion ERP Analytics and the provided subject areas.

Populate the BI Object name for each of the segment labels that you plan to leverage with Oracle Transactional Business Intelligence (OTBI) for reporting and analysis.

For the following segment labels, populate the BI Object Name as follows:

Segment Label	BI Object Name
FA_COST_CTR	Dim - Cost Center
GL_BALANCING	Dim - Balancing Segment
GL_ACCOUNT	Dim - Natural Account Segment

For all other non-qualified segment labels that you want to leverage within Oracle Fusion Data Intelligence, populate the BI Object name with one of the following:

• Dim - GL Segment1
• Dim - GL Segment2
• Dim - GL Segment3
• Dim - GL Segment4
• Dim - GL Segment5
• Dim - GL Segment6
• Dim - GL Segment7
• Dim - GL Segment8
• Dim - GL Segment9
• Dim - GL Segment10

BI Object name mapping is available for 3 qualifying segments and up to 10 non qualifying segments. Oracle Fusion Data Intelligence can support maximum of 13 GL segments respectively.

Note:

You aren’t allowed to assign a BI Object name to the predefined segment labels. You must create a new segment label and assign the BI Object name to it. It's mandatory to use Cost Center, Natural Account, and Balancing Segment Labels. Chart of Account should have these labels assigned to one of the Segments. Ensure that Segment Labels are a single word without any spaces.

Follow these guidelines to create a segment label:

• Use only characters in the following range: a to z, A to Z, 0 to 9 or _ (underscore).
• Don't start the code with a numeric digit.
• Don't exceed the total length of the code over 21 characters.

If you’re using the Intercompany Segment and want to use it for reporting, then you must create a label as you can’t use the existing GL_INTERCOMPANY because it's read only. You must create a segment label and assign the BI Object name to it.

1. Sign in to Oracle Cloud ERP.
2. Navigate to My Enterprise, click Setup and Maintenance, and in the Setup and Maintenance work area, go to the following:
   • Offering: Financials
   • Functional Area: Financial Reporting Structures
   • Task: Manage Chart of Accounts Structure Instances
3. In Manage Chart of Accounts Structure Instances, select General Ledger in Module, and click Search.
4. In Search Results, click Actions and select Manage Segment Labels.
5. On the Manage Segment Labels page, click to create a new segment and map it to the BI Object name for all the segment labels that you want to map and click Save and Close. Create segment labels if you aren’t using the predefined segment labels.
6. Assign these segment labels to your segments in the chart of accounts structure using these steps:
   1. In Search Results, click Actions, select Manage Structure, and then on the Manage Key Flexfield Structures page under Search, click Search.
   2. In Search Results, select the chart of accounts structure and click Edit.
   3. In Segments, select the segment and click Edit .
   4. In the Edit Key Flexfield Segment dialog for the selected segment, under Segment Labels, select the applicable Available Labels and move them to Selected Labels. Click Save and Close.
   5. Repeat the steps for all the segments.
7. After assigning labels to all the segments, deploy the flexfield using these steps:
   1. Navigate to the Manage Chart of Accounts Structure Instances task.
   2. In Search Results, select General Ledger in Module and click Search.
   3. In Search Results, ensure that General Ledger is selected, and then click Deploy Flexfield.

Flatten and Publish Hierarchies

To ensure hierarchies are available in Oracle Fusion ERP Analytics, you need to flatten and publish them in Oracle Cloud ERP.

1. Sign in to Oracle Cloud ERP.
2. Navigate to My Enterprise, click Setup and Maintenance, and in the Setup and Maintenance work area, go to the following:
   • Offering: Financials
   • Functional Area: Financial Reporting Structures
   • Task: Manage Account Hierarchies

     Note:

     Ensure that you show All Tasks.
3. Under Task, click Manage Account Hierarchies and identify the tree structure that you want to flatten. If you have more than one active version of the tree, then you must flatten all active versions. Oracle Fusion Data Intelligence will only consider active tree versions.
4. In Search Results, select the version. Under Actions select Flatten, and then select Column Flattening.
5. In Manage Account Hierarchies, click Online Flattening, and then select Force Flattening.
6. 6. Repeat these steps for all versions of all segments of your chart of accounts. You must complete these steps for all hierarchies of all segments.
7. Publish all the hierarchies and hierarchy versions that you flattened using these steps:
   1. a. In the Setup and Maintenance work area, go the Financials offering, Financial Reporting Structures functional area, and Publish Account Hierarchies task. Be sure All Tasks is in the Show list.
   2. In the Publish Account Hierarchies search results, select the hierarchy and click Search.
   3. In Search Results, select the Publish check box for the account hierarchies that you want to publish.
   4. Click Publish to update the balances cubes.

Assign Hierarchies to Each Segment in Chart of Accounts

To ensure hierarchies are available in Oracle Fusion ERP Analytics, you need to assign hierarchies to each segment in the Oracle Cloud ERP chart of accounts.

1. Sign in to Oracle Cloud ERP.
2. Navigate to My Enterprise, click Setup and Maintenance, and in the Setup and Maintenance work area, go to the following:
   • Offering: Financials
   • Functional Area: Financial Reporting Structures
   • Task: Manage Chart of Accounts Structure Instances
3. In Manage Chart of Accounts Structure Instances, under Module select General Ledger, and click Search.
4. In Search Results, click Manage Structure Instances.
5. On the Manage Key Flexfield Structure Instances page, under Search, in Structure Name, select applicable name and click Search.
6. From the search results, select your Chart of Accounts Instance and click Edit .
7. On the Edit Key Flexfield Structure Instance page, in Segment Instances, select each segment and click Edit .
8. In the Edit Key Flexfield Segment Instance dialog for the selected segment, in Tree Name, select the applicable value and click OK.
9. Repeat the steps for all segments in your Chart of Accounts instance.
10. After assigning labels to all the segments, deploy the flexfield using these instructions:
    1. Navigate to the Manage Chart of Accounts Structure Instances task.
    2. In Manage Chart of Accounts Structure Instances, select General Ledger in Module and click Search.
    3. In Search Results, ensure that General Ledger is selected, and then click Deploy Flexfield.

Set Up Exchange Rates for Analytics Currency

You need to set up exchange rates for analytics currency to ensure the Oracle Cloud ERP data in Oracle Fusion ERP Analytics is accurate.

In the Oracle Fusion Data Intelligence reporting configuration, functional administrators can specify an Exchange rate type that Oracle Fusion Data Intelligence uses to convert from Ledger currency to Analytic currency. Before specifying the Exchange rate type, ensure that the exchange rates are defined in Oracle Cloud ERP for this rate type to ensure that the Analytic currency amounts are calculated correctly. The prebuilt workbooks and dashboards use the analytic currency amounts, so you need to preform this setup first. See

Force Deploy Extensible Flexfields

You need to deploy extensible flexfields for Oracle Cloud ERP to work properly with Oracle Fusion ERP Analytics.

1. Sign in to Oracle Cloud ERP.
2. Run Refresh and Deploy Offline from the Manage Extensible Flexfields taskflow for EGO_ITEM_EFF.
3. From Scheduled Processes, run the Import Oracle Fusion Data Extensions for Transactional Business Intelligence job to sync up Oracle Metadata Services with Oracle BI Cloud Service.