Contents
New Features for Oracle BI Applications Functional Configuration
- New Features for Oracle BI Applications Release 11.1.1.8.1
- New Features for Oracle BI Applications Release 11.1.1.7.1
1 Overview
Part I Functional Configuration for Oracle Business Intelligence Applications
2 Overview of Functional Configuration in Oracle BI Applications
- 2.1 Terminology
- 2.2 Overview of Oracle BI Applications Configuration Manager and Functional Setup Manager
- 2.2.1 What is Oracle BI Applications Configuration Manager?
- 2.2.2 What is Functional Setup Manager?
- 2.3.1 About Getting Help
- 2.3.2 About Setup Data Migration in Oracle BI Applications Configuration Manager
- 2.8.1 About the Work Area
- 2.8.2 About the Menu Options
- 2.8.3 About the Icons
- 2.8.4 About sorting items
- 2.8.5 How to use Query By Example
3 Performing Functional Configuration
- 3.1 What is Functional Configuration?
- 3.1.1 About Task Lists and Tasks for Oracle Business Intelligence Applications Offerings
- 3.1.2 About Administrator Passwords
- 3.3.1 Enabling Offerings in FSM
- 3.3.2 Creating an Implementation Project and Select Offerings
- 3.3.3 Performing Functional Configuration Tasks
- 3.3.4 Additional Steps for Managing Projects in FSM
- 3.3.4.1 About Performing Functional Tasks
- 3.3.4.2 How to Assign Tasks to Functional Developers
- 3.3.4.3 How to Perform Functional Tasks using the Administrator role
- 3.3.4.4 How to Perform Functional Tasks using the Functional Developer role
- 3.3.4.5 How to Monitor Implementation Projects
- 3.3.4.6 How to Monitor Functional Setup Tasks
- 3.3.4.7 About Completing Tasks in the Common Areas and Dimensions Configurations Task List
4 Administering and Maintaining Functional Configuration Data
- 4.1 About Maintaining and Administering Functional Configuration Data
- 4.2 Roadmap for Setup Data Maintenance and Administration
- 4.3 About Functional Configuration Data
- 4.4 About Working With Domains and Domain Mappings
- 4.4.1 About Domain Mappings and Domain Member Mappings
- 4.4.1.1 About Regular Domains and Band Domains
- 4.4.5.1 How to edit a Domain Member Mapping
- 4.4.5.2 How to add a Range Member Mapping
- 4.4.5.3 How to add a Target Domain Member
- 4.4.5.4 How to Localize a New Domain Member
- 4.4.5.5 How to Add String Localizations for Oracle BI Repository Metadata
- 4.4.5.6 How to use Sync to Source to synchronize a Target Domain with a Source Domain
- 4.4.5.7 How to use Batch Edit to update multiple Target Domain Member Values
- 4.5.1 Key points about working with Data Load Parameters
- 4.5.2 About editing Data Load Parameters
- 4.5.3 About Editing Global Data Load Parameters
- 4.5.4 About Editing Application Specific Parameter Values
- 4.5.5 How to Edit a Data Load Parameter value
- 4.11.1 How to add a Target Domain Member
- 4.13.1 What Data is Exported?
- 4.13.2 What Data is Imported?
- 4.13.3 About Migrating Setup Data
- 4.13.4 About Backing-up Setup Data
- 4.13.5 How to Export Setup Data
- 4.13.6 How to Import Setup Data
Part II Appendices
A Supporting Tasks
B Functional Configuration Task Reference
- B.1 Example Functional Configuration Tasks For Multiple Offerings
- B.2 Informational Task Reference - Miscellaneous
- B.2.1 Getting Started With Functional Configuration
- B.2.2 About Configuring Initial Extract Date
- B.2.3 About Configuring Slowly Changing Dimensions
- B.2.4 About Specifying the Filter to be Applied on Activity
- B.2.5 About Enabling US Federal Financial Analytics for E-Business Suite
- B.2.6 About Configuring Data Load Parameters for Master Organization
- B.2.7 About Configuring Data Load Parameters for Procurement and Spend tasks for JD Edwards EnterpriseOne
- B.2.8 How to Add Closed Orders to Backlog Calculations
- B.2.9 How to Include Non-booked Orders in Order Line and Schedule Line Tables
- B.2.10 How to Track Multiple Attribute Changes in Bookings
- B.2.11 Review Table Partitioning for Human Resource Analytics
- B.2.12 How to Deploy Objects in E-Business Suite for Exploding the Bill Of Materials
- B.2.13 How To Configure JD Edwards EnterpriseOne Category Codes
- B.2.14 How to Configure Self-Service Timecard Attributes to Business Object Natural Keys
- B.2.15 How to Make Corrections to the Group Account Number Configuration for PeopleSoft
- B.2.16 Configure Data Load Parameter for JD Edwards EnterpriseOne Rate Type
- B.2.17 How to Add Dates to the Order Cycle Time Table for Post-Load Processing
- B.2.18 How to Set Up Group Account Numbers for E-Business Suite
- B.2.18.1 Overview of Mapping Oracle GL Accounts to Group Account Numbers
- B.2.18.2 How to Map Oracle GL Account Numbers to Group Account Numbers
- B.2.18.3 How To Add a New Metric in the Logical Table Fact – Fins – GL Journals Posted
- B.2.19.1 Overview of Mapping GL Accounts to Group Account Numbers
- B.2.19.2 How to Map GL Account Numbers to Group Account Numbers
- B.2.20.1 Overview
- B.2.20.2 Example of Data Configuration for a Chart of Accounts
- B.2.20.3 How to Set Up the GL Segment Configuration File
- B.2.20.4 How to Configure GL Segments and Hierarchies Using Value Set Definitions
- B.2.27.1 About the Customer Costs Lines and Product Costs Lines Tables for Financial Profitability Analytics
- B.2.27.2 How to Configure the Customer Costs Lines and Product Costs Lines Tables for Financial Profitability Analytics
- B.2.28.1 About Configuring Universal Source Files
- B.2.28.2 How to Import Budget Data into Oracle Business Analytics Warehouse Through the Universal Adapter
- B.2.32.1 Steps for Fusion
- B.2.32.2 Steps for PeopleSoft Global Payroll
- B.2.32.3 Steps for PeopleSoft North America Payroll
- B.2.32.4 Steps for E-Business Suite
- B.2.36.1 Overview of Mapping GL Accounts to Group Account Numbers
- B.2.36.2 How to Map GL Account Numbers to Group Account Numbers
- B.2.37.1 How to Configure Incremental extract for projects facts for PeopleSoft Using DB Triggers
- B.2.37.2 How to Configure Incremental extract for projects facts for PeopleSoft Using Materialized Views
- B.2.46.1 Identify Resource Class based on a Source Type, Category, and Subcategory Combination of Values
- B.2.46.2 Identifying Resource Class Based on a ChartField Combination of Values
- B.2.49.1 How to Delete Unnecessary Metrics
- B.2.49.2 How to Disable Invoice Line Fact
- B.2.53.1 How to Configure the Left Bound and Right Bound Calculation Option
- B.2.59.1 Setting the Time Grain Parameters in FSM
- B.2.59.2 Changing the Time Grain of the Cost Aggregate table to Fiscal/Project/Enterprise Period
- B.2.59.3 Changing the Time Grain of the Revenue Aggregate table to Fiscal/Project/Enterprise Period
- B.2.59.4 Changing the Time Grain of the Cost Aggregate table to Fiscal/Project/Enterprise Quarter
- B.2.59.5 Changing the Time Grain of the Revenue Aggregate table to Fiscal/Project/Enterprise Quarter
- B.2.59.6 Changing the Time Grain of the Cost Aggregate table to Fiscal/Project/Enterprise Year
- B.2.59.7 Changing the Time grain of the Revenue Aggregate table to Fiscal/Project/Enterprise Year
- B.2.63.1 Identifying Project Cost Burden Costs based on Analysis Type
- B.2.63.2 Identifying Project Cost Burden Costs based on a Source Type, Category, and Subcategory Combination of Values
- B.2.65.1 Source Time Entry Unit of Measure Code -> Timecard Unit of Measure Code
- B.2.65.2 Source TRC Type Code~Source Unit Of Measure-> Timecard Unit of Measure Code
- B.2.65.3 Source Timecard Punch Type Code-> Timecard Punch Type Code
- B.2.65.4 Source Timecard Detail Attributes Descriptive Flexfield -> Timecard Detail Flex Attributes
- B.2.71.1 How to Configure the file_lkp_fiscal_period_Qtr_Config_jde.csv
- B.2.81.1 How to Configure Source Domain Member Name Values
- B.2.81.2 How To Configure Conformed Domain Members
- B.2.81.3 Default Seeded Domain Members
- B.2.82.1 Configuration Required Before a Full Load for Oracle Price Analytics
- B.2.82.2 Price Waterfall Element Sample Data
- B.2.83.1 How to Configure Source Domain Member Name Values
- B.2.83.2 How To Configure Conformed Domain Members
- B.2.83.3 Default Seeded Domain Members
- B.2.88.1 How to enable Retention Fact
- B.2.88.2 How to un-map extraneous metric definitions
- B.2.89.1 How to Extend the Project Task Hierarchy Dimension for E-Business Suite
- B.2.89.2 How to Configure Project Customer in Projects Analytics for E-Business Suite
- B.2.89.3 About Configuring Project Classification Dimension in Projects Analytics for E-Business Suite
- B.2.89.4 About Configuring Project Funding Fact for E-Business Suite
- B.2.91.1 Overview
- B.2.91.2 Configuring ETL Parameters
- B.2.100.1 Configuring GL Segment and GL Account Dimensions
- B.2.107.1 Flat file file_orderitem_fs.csv
- B.2.107.2 Flat file file_srvreq_fs.csv
- B.2.107.3 Flat file file_srvreq_ds.csv
- B.2.114.1 Overview of Configuring Cost Fact for E-Business Suite
- B.2.114.2 How to Configure the Project Cost Aggregate Table
- B.2.114.3 Configuring Revenue Fact for E-Business Suite
- B.2.114.4 How to Configure the Project Revenue Aggregate Table
- B.2.114.5 How To Configure Project Uom For E-Business Suite
- B.2.123.1 Overview to Oracle Spend Classification Integration
- B.2.123.2 About the Oracle Spend Classification Metadata
- B.2.123.3 How to deploy UNSPSC, Oracle Purchasing Categories, and Custom Category1
- B.2.123.4 How to deploy the additional Custom Category2 and Custom Category3
- B.3.1 Getting Started With Functional Configurations
- B.3.2 ETL Notes and Additional Information for Oracle Project Analytics
- B.3.3 ETL Notes and Additional Information for Service Analytics
- B.3.4 ETL Notes and Additional Information for Oracle Procurement and Spend Analytics
- B.3.5 ETL Notes and Additional Information for Supply Chain and Order Management Analytics
- B.3.6 ETL Notes and Additional Information for Project Analytics
- B.3.7 ETL Notes and Additional Information for Sales Analytics
- B.3.8 ETL Notes and Additional Information for Product Information Management Analytics
- B.3.9 ETL Notes and Additional Information for Partner Analytics
- B.3.10 ETL Notes and Additional Information for Human Resources Analytics
- B.3.11 ETL Notes and Additional Information for Marketing Analytics
- B.3.12 ETL Notes and Additional Information for Financial Analytics
- B.3.13 ETL Notes and Additional Information for Customer Data Management Analytics
- B.3.14 Overview of Student Information Analytics
- B.3.14.1 Admissions & Recruiting Overview
- B.3.14.2 Student Records Overview
- B.3.14.3 Student Financials Overview
- B.3.22.1 About Project Resource Management Analytics for PeopleSoft and E-Business Suite
- B.3.22.2 Notes on Project Resource Management Analytics for PeopleSoft
C Oracle BI Applications Configuration Manager Functional Configuration UI Reference
- C.1 Add Warehouse Domain Member/Add Target Domain Member button
- C.2 Add Warehouse Domain Member/Add Target Domain Member dialog
- C.3 Edit Domain Member Mappings dialog
- C.4 Edit Parameter Value dialog (for Data Load Parameters)
- C.5 Edit Parameter Value dialog (for Reporting Parameters)
- C.6 Export Data dialog
- C.7 Export Setup Data dialog
- C.8 Import Data dialog
- C.9 Import Setup Data dialog
- C.10 Manage Data Load Parameters dialog
- C.10.1 Icons on the Data Load Parameters dialog
D Oracle BI Applications Configuration Manager System Setup UI Reference
- D.1 Create/Edit Dimension Group
- D.2 Create/Edit Fact Group
- D.3 Define Business Intelligence Applications Instance: Source System Tab
- D.4 Define Business Intelligence Applications Instance: Target Warehouse Tab
- D.5 Define Business Intelligence Applications Instance: Environment Configuration Tab
- D.6 Edit Business Analytics Warehouse Dialog
- D.7 Edit Preferred Currency Name Dialog
- D.8 Edit Source Dialog
- D.8.1 Edit Source in Configuration Manager
- D.8.2 Edit Source in Oracle Data Integrator Topology
- D.8.2.1 Oracle Data Integrator Connection Information
- D.8.2.2 Provide Context Details
- D.8.2.3 Provide Connection Details
- D.13.1 Register Source in Configuration Manager
- D.13.2 Register Source in Oracle Data Integrator Topology
- D.13.2.1 Oracle Data Integrator Connection Information
- D.13.2.2 Provide Context Details
- D.13.2.3 Provide Connection Details
