A Report Authoring Tips
This section provides tips and guidelines for creating effective and timely reports.
Common Report Authoring Tips
Improve all of your Oracle Fusion Data Intelligence reports with these recommendations and answers to 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.
- When applying a filter on an attribute, use a Code column (when available) instead of a Name or Description column.
- Always apply the necessary filters first before you start building visualizations to ensure optimal queries are created when you add the metrics required in the visualization.
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.
Tips for Presentation Hierarchies
To improve performance, use presentation columns instead of presentation hierarchies. See Work with Presentation Tables and Columns.
Report Authoring Tips for Oracle Fusion SCM Analytics
Improve your Oracle Fusion SCM Analytics and Fusion PROC Analytics reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.
Tips for Querying on the Common Fiscal Calendar Dimension
Select a Fiscal Calendar to analyze Purchase Order, Spend, Requisition, and Receipt to avoid aggregating data across different Fiscal Calendars.
Tips for reporting on the SCM — Manufacturing Work Orders Subject Area
- The granularity of the subject area is at the Operations level.
- The Metrics folder has measures at Work Order and Operations.
Tips for Querying on Balancing Segment, Natural Segment, Cost Center, and GL Segment 1 - 10 in relevant Supply Chain and Procurement Subject Areas
When reporting on qualified or non-qualified segments, use the segment code attributes instead of the name or description to improve performance.
Tips for Querying on SCM — Inventory Valuations
Use Cost Organization, Cost Book, Valuation Unit, and Valuation structure filters to ensure better performance when using a fiscal calendar filter.
Tips for Querying on SCM — Item Cost
Use Cost Organization, Cost Book, Valuation Unit, and Valuation structure filters to improve performance when using a fiscal calendar filter.
Recommended Filters
Items with an asterisk (*) are required.
Subject Area | Presentation Table (Recommended Filter) |
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Enterprise Contracts - Contracts |
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SCM - Cogs and Gross Margin |
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SCM - Cost Accounting |
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SCM - Draft Sales Orders |
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SCM - Draft Sales Orders Holds |
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SCM - Inventory Aging |
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SCM - Inventory Balances |
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SCM - Inventory Receipts |
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SCM - Inventory Transactions |
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SCM - Inventory Turns |
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SCM - Inventory Valuations |
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SCM - Item Cost |
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SCM - Manufacturing Materials |
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SCM - Manufacturing Operation Transactions |
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SCM - Manufacturing Resources |
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SCM - Manufacturing Work Orders |
Note: You should have only a few values in the mandatory filters to improve performance. Removing all the values or selecting all may cause performance issues. Don't turn off mandatory filters in seeded workbooks. |
SCM - Picking and Shipping |
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SCM - Sales Orders |
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SCM - Sales Orders Holds |
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SCM - Transfer Orders |
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SCM - Work Order Costing |
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Sustainability - Activities |
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Report Authoring Tips for Procurement Analytics
Improve your Oracle Fusion Data Intelligence PROC reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.
Tips for Querying on Spend Classification Categories in Procurement — Purchase Orders, Procurement — Requisitions, or Procurement — Spend
Select only one taxonomy dimension to analyze the fact metrics in one report to avoid joins across large data volume fact tables.
Recommended Filters
Items with an asterisk (*) are required.
Subject Area | Presentation Table (Recommended Filter) |
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Procurement - Accrual Balances at Period End |
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Procurement - Accrual Balances at Receipt |
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Procurement - Agreements |
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Procurement - Purchase Orders |
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Procurement - Receipt Accounting |
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Procurement - Receipts |
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Procurement - Requisitions |
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Procurement - Spend |
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