Posts

Posts

  • Rohan Lobo
    Project Portfolio Management Cloud OTBI Release 11: Subject...5.0
    Topic posted December 9, 2016 by Rohan LoboBlue Ribbon: 750+ Points, tagged Fusion Project reporting, OBI Answers, OBIEE Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    Project Portfolio Management Cloud OTBI Release 11: Subject Area Description Document
    Summary:
    This document provides a comprehensive description of each subject area including the key business questions that can be answered using the same.
    Content:

    Use this document to obtain a functional understanding of subject areas (SA) in Project Portfolio Management Cloud OTBI - What the SA contains, key business questions that can be answered with the analysis built using that SA, whether the SA supports historical reporting,primary Fusion navigation page for the primary transaction facts in an SA, the Transaction Date the SA is linked to (what does Month, Year, Quarter in the SA mean) and finally any special considerations to be mindful of, while using the SA.

    Feedback on the utility of this document including suggestions if any for improvement is most welcome.

  • Rohan Lobo
    Project Portfolio Management Cloud OTBI Release 12: Subject...35.0
    Topic posted December 9, 2016 by Rohan LoboBlue Ribbon: 750+ Points, tagged Fusion Project reporting, OBI Answers, OBIEE Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    Project Portfolio Management Cloud OTBI Release 12: Subject Area Description Document
    Summary:
    This document provides a comprehensive description of each subject area including the key business questions that can be answered using the same.
    Content:

    Use this document to obtain a functional understanding of subject areas (SA) in Project Portfolio Management Cloud OTBI - What the SA contains, key business questions that can be answered with the analysis built using that SA, whether the SA supports historical reporting,primary Fusion navigation page for the primary transaction facts in an SA, the Transaction Date the SA is linked to (what does Month, Year, Quarter in the SA mean) and finally any special considerations to be mindful of, while using the SA.

    Feedback on the utility of this document including suggestions if any for improvement is most welcome.

  • Anand DN
    Financials Cloud OTBI Release 12: Subject Area Description...24.7
    Topic posted December 8, 2016 by Anand DNBronze Medal: 1,250+ Points, tagged Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    Financials Cloud OTBI Release 12: Subject Area Description Document
    Summary:
    This document provides a comprehensive description of each subject area including the key business questions that can be answered using the same.
    Content:

    Use this document to obtain a functional understanding of subject areas (SA) in Financials Cloud OTBI - What the SA contains, key business questions that can be answered with the analysis built using that SA, whether the SA supports historical reporting,primary Fusion navigation page for the primary transaction facts in an SA, the Transaction Date the SA is linked to (what does Month, Year, Quarter in the SA mean) and finally any special considerations to be mindful of, while using the SA.

    Update on May 12 2017 Subject area job and duty role security information is added to the document.

    Feedback on the utility of this document including suggestions if any for improvement is most welcome.

  • Anand DN
    Configuring Key Flexfield Segments in Oracle Financials...74.5
    Topic posted November 29, 2016 by Anand DNBronze Medal: 1,250+ Points, tagged Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    Configuring Key Flexfield Segments in Oracle Financials Cloud to leverage OTBI for ad-hoc analyses
    Summary:
    Configuration Steps to enable OTBI reporting of Key Flexfields (KFF's) in GL, Budgetary Control and Fixed Assets (Rel 11)
    Content:

    To report on Key Flexfield Segments in GL, Budgetary Control and Fixed Assets in OTBI, customers need to complete a few configuration steps in Fusion Financials Cloud before they become available in the corresponding OTBI subject areas. This document provides a walk through of the various configuration steps to accomplish this. It also provides troubleshooting tips and addresses frequently asked questions.

    The current version of this document applies to Rel 12.

     

    Note: This replaces the Word document posted at: https://appsconnect.oracle.com/posts/50396be5c4

  • Lavanya C
    How to hide the reports icon from the vertical bar on the...25.0
    Topic posted November 24, 2016 by Lavanya CRed Ribbon: 250+ Points, tagged BI Publisher, OBI Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    How to hide the reports icon from the vertical bar on the performance document
    Content:

    Hi,

    We have created a couple of dashboards using performance real time subject areas. Have personalized the home page to provide the link for these dashboards. The requirement is user should only read the data from these dashboards. We have the reports icon on the performance document as well. so, if a user tries to click on that icon, it takes to the BI and user is able to create , edit and view various reports present in the system based on the subject areas he has access. We would want to avoid that. Hence we would like to hide the reports icon on the performance document. However, its not providing an option to hide using page customization. Any thoughts?

     

    Thanks

    Lavanya

  • Johannes Bosman
    ERP - LAG / AGING report15.0
    Topic posted November 17, 2016 by Johannes Bosman, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    ERP - LAG / AGING report
    Summary:
    I need to create a LAG / Aging report and was hoping there's a report I could use as a starter.
    Content:
    Not sure how the forums work as it's my first time here.
    Also new to cloud ERP.
    I need to create a LAG / Aging report and was hoping there's a report I could use as a starter.
    Here's the spec on a napkin.

    It is used for invoices entered during the month by each account and stratify them by age (invoice date). 
    Gives accounting a view of how many old invoices hit an account each month so they can accrue those amounts.
  • Dustin Grabowski
    Sample Report: Project Financial Management Cloud: Project...125.0
    Topic posted November 15, 2016 by Dustin GrabowskiGold Medal: 3,500+ Points, tagged Fusion Project reporting, OBIEE Answers, OTBI, Sample Reports in Project Management public
    Title:
    Sample Report: Project Financial Management Cloud: Project Budget vs. Actual
    Summary:
    This dashboard displays Budget details for a specific project.
    Content:

    The attached sample dashboard displays budget vs. actual cost and commitment details for a specific project.  Drill down pages show details of the actual costs and commitment transactions.

     

    To add this report to your environment:

    1. Save the catalog to a local folder

    2. Unarchive it to the OTBI web catalog under Shared Folders - Custom - Projects

    3. In the folder called ''Budget vs. Actual Reports', open the dashboard called 'Project Budget vs Actual'

     

    Fusion Applications: 11.1.1.11.0+

    Subject areas used: Projects - Cross Subject Area Analysis Real Time

                                  Project Costing - Actual Costs Real Time

                                  Project Costing - Commitments Real Time

    5 minutes to copy into your environment.

    Image:
  • Dustin Grabowski
    Sample Report: Project Financial Management Cloud: Cost...5.0
    Topic posted November 4, 2016 by Dustin GrabowskiGold Medal: 3,500+ Points, tagged Fusion Project reporting, OBIEE Answers, OTBI, Reports, Sample Reports in Project Management public
    Title:
    Sample Report: Project Financial Management Cloud: Cost Transaction Import Summary
    Content:

    This dashboard displays a summary of the cost transactions that have been successfully imported after a specific date.  The default is the last 7 days, and this can be changed in the dashboard prompts.  Additional filters can be supplied as needed to further refine the results by Business Unit, Transaction Source or Expenditure Batch.  The view selector allows for various charts and graphs to be displayed

     

    A detailed listing of the transactions is also provided.  The prompts and sections of the detail table can be changed in the base analysis.

    This data is applicable to Project Accountants that have been granted access to at least one Business Unit's project cost data.

    To add this report to your environment:

    1. Save the catalog to a local folder

    2. Unarchive it to the OTBI web catalog under Shared Folders - Custom - Projects

    3. In the folder called 'Cost Transaction Import Summary', open the dashboard called 'Cost Transaction Import Summary'

     

    Fusion Applications: 11.1.1.11.0+

    Subject areas used: Project Costing - Actual Costs Real Time

    5 minutes to copy into your environment.

    Image:
  • Dustin Grabowski
    Sample Report: Grants Management Cloud: Federal Awards...5.0
    Topic posted October 26, 2016 by Dustin GrabowskiGold Medal: 3,500+ Points, tagged Fusion Project reporting, OBIEE Answers, OTBI, Reports, Sample Reports in Project Management public
    Title:
    Sample Report: Grants Management Cloud: Federal Awards without CFDA Number
    Summary:
    This analysis displays Federal Awards that do not have a CFDA Number assigned.
    Content:

    The attached sample analysis displays a summary and list of Federal Awards that do not have a CFDA Number assigned.  There are two analysis' included, the first (Federal Awards with CFDA) returns all Federal Awards with a CFDA Number assigned, and the main analysis (Federal Awards without CFDA) returns all Federal Awards that are not returned by the prior analysis, limiting the results to only those where a CFDA Number is not assigned.

    To add this report to your environment:

    1. Save the catalog to a local folder

    2. Unarchive it to the OTBI web catalog under Shared Folders - Custom - Projects

    3. In the folder called ''Federal Awards without CFDA', open the analysis called 'Federal Awards without CFDA'

     

    Fusion Applications: 11.1.1.11.0+

    Subject areas used: Projects - Grants Management - Award Funding Real Time

    5 minutes to copy into your environment.

    Image:
  • Charles Heishman
    Subject Areas Exposing PPM KPI's15.0
    Topic posted October 25, 2016 by Charles HeishmanGreen Ribbon: 100+ Points, tagged OBI Answers, OBIEE Answers, OTBI in Reporting and Analytics for ERP public
    Title:
    Subject Areas Exposing PPM KPI's
    Summary:
    Do any of the delivered PPM Subject Areas expose the KPI and related information
    Content:

    I am not seeing any of the Project-based KPI information such as measures, thresholds, tolerances, etc., in any of the delivered Subject Areas. I could be missing them, so if anyone knows which Subject Area(s) reveal this information, please share that with me.

    Thank you.