Enable Key Flexfields for Business Intelligence Reporting

To include flexfields in your analyses, you must enable them for Business Intelligence. Extensibility of analysis using flexfields is used for Enterprise Resource Planning and Human Capital Management. For Customer Relationship Management, the Extensibility Framework supports this.

To designate key flexfields as BI-enabled:

  1. In the Setup and Maintenance work area, go to the Manage Key Flexfields task.

  2. On the Manage Key Flexfields page, enter your search value in Key Flexfield Code.

  3. Click Manage Structure Instances.

  4. Enter your search value in Structure Instance Code.

  5. Click Edit to display the Edit Key Flexfield Structure Instance dialog box.

  6. Select the BI Enabled option, then click OK.

  7. For each flexfield segment instance, repeat steps 5 through 6.

  8. Click Save.

  9. Populate the BI Object Name for each of the segment labels:

    1. Query the Key Flexfield Code in the Manage Key Flexfields window.

    2. From the Actions menu, select Manage Segment Labels.

    3. Populate the BI Object Name for each segment label to be mapped. The BI Object Name for the following qualified segment labels should not be modified:

      Segment Label Code

      BI Object Name

      FA_COST_CTR

      Dim - Cost Center

      GL_BALANCING

      Dim - Balancing Segment

      GL_ACCOUNT

      Dim - Natural Account Segment

      Before you deploy a flexfield, you must access the Chart of Accounts Instance and assign the newly created segment label to the appropriate segment in the Chart of Accounts.

    4. Click Deploy Flexfield.

    5. Click Save and Close.