Posts

Posts

  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown5.0
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, BI Publisher Reports, OTBI, Reporting and Analytics, Sample Reports in Reporting and Analytics for SCM Cloud public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown44.6
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Soumya Parhi
    Conditional Columns based on Parameter15.0
    Topic posted May 16, 2019 by Soumya ParhiGold Trophy: 10,000+ Points, tagged OTBI, Reports, Sample Reports, Tip in Reporting and Analytics for ERP public
    Title:
    Conditional Columns based on Parameter
    Summary:
    Report Layout change based on Parameter
    Content:

    Hi ,

    I am using the "Receivables - Payment Schedules Real Time" subject area I want to have a parameter of Entered Currency / Functional Currency, based on which my report should either show Document Currency, Entered Amount Due Remaining (for Entered Currency) or Ledger Currency, Accounted Amount Due Remaining (for Functional Currency) but not all.

    Thanks,

    Soumya

  • Brian Burns
    OTBI Analysis: Is it possible to add a column that...Answered25.0
    Topic posted May 15, 2019 by Brian BurnsGold Crown: 30,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    OTBI Analysis: Is it possible to add a column that summarizes Invoice Amount by Supplier?
    Summary:
    I'm building an analysis in OTBI and wanted to know if it's possible to have a calculated column that summarizes one of the other columns
    Content:

    I'm building an OTBI Analysis using Payables Invoices - Transactions Real Time and I wanted to know if it's possible to create a calculated column that summarizes the invoice column to show total spend by that vendor for the period of the report.

    For example, I have 3 columns:

    Supplier          Invoice Number       Invoice Amount

     

    I want to have 4 columns

    Supplier         Invoice Number        Invoice Amount        Total Spend by Supplier

     

    There are some summary functions in OTBI but so far they just sum up the total but not by Suppler. I don't seem to be able to "Group By" or get anything to work in the calculated field to do this.

     

    Thank you,

    Brian

  • Madhu Babu Vitta
    BPM - capture comments in a ReportAnswered3
    Topic posted May 8, 2019 by Madhu Babu VittaBlue Ribbon: 750+ Points, tagged BI Publisher, Fusion Financial reporting, Reports, Sample Reports, Tip in Reporting and Analytics for ERP public
    Title:
    BPM - capture comments in a Report
    Summary:
    BPM - capture comments in a Report
    Content:

    Hello All,

    We have a requirement to build the report to fetch all the invoices where Approvers either Rejected or Requested for more information during the Invoice Approval.

    We are planning to create custom BIP report using below key tables.

    1) ap_invoices_all

    2) ap_inv_aprvl_hist_all

    But we couldn't find a way to capture the Approver comments entered during the approval process.

    Let us know if you have any such report/suggestions.

    #BPM

    #BIPReport

    Thanks,

    Madhu
    Version:
    19B
  • Harshavardhan Konathala
    Incentive compensation - Recovery Amounts Dashboard
    Topic posted May 7, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged BI Publisher, BI Publisher Reports, BICS, Business Intelligence, Dashboards, OBIEE Answers, OTBI, Product Development, Reporting and Analytics, Sample Reports, Upgrades in Reporting and Analytics for SCM Cloud public
    Title:
    Incentive compensation - Recovery Amounts Dashboard
    Summary:
    19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject Area
    Content:

    Business Use Case:

    Attainment Ranking & Summary

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    The below dashboard is a sample implementation that shows how the Performance and Earnings Summary Subject area can be used to report metrics related to payment recovery.

    This report is designed for the benefit of an Incentive Compensation Manager and/or an Incentive Compensation Analyst to help them understand the advance amount recovered and also the advance to be recovered based on ITD and PTD calculations so that the payments can be adjusted as required.  Further, the Subject Area has been enhanced to support reporting of comp plan assignment types (Direct/Role-based) and also whether the participant’s incentive has been customized at a comp plan level.

    All these enhancements are available from 19D onwards.

    Quarterly Recovery Amounts by Participant:

    A WAVE view provides info about all the recovery amounts by the participants against the target by Quarter.

    You can move to each quarter by the using slider to move between quarters.

    Period wise Recovery Amounts by Participant:

    A bar chart provides info about all the recovery amounts by the participants against the target by each period. You can move to each quarter by the using slider to move between quarters.

    How to deploy:

    1. Un-archive “Recovery Amounts Dashboard.catalog” files which have all the individual report, dashboard prompt, and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year and Participant Name from the dashboard prompt.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image:
  • Mirza Nasir Beg
    Pixel perfect PDF reports
    Topic posted May 7, 2019 by Mirza Nasir BegGreen Ribbon: 100+ Points, tagged BI Publisher, BI Publisher Reports, BICS, Dashboards, OTBI, Reporting and Analytics, Sample Reports, SCM, SQL, White Paper in Reporting and Analytics for SCM Cloud public
    Title:
    Pixel perfect PDF reports
    Summary:
    Pixel perfect PDF reports
    Content:

    We need some inputs on best practices / recommendations for developing pixel perfect PDF reports.

    Context:

    The implementation scope includes Fusion ERP modules and custom extensions (UIs) using JET, JCS, DBCS, and OIC. We need to develop pixel perfect PDF reports. We will have the following scenarios for creating custom BIP reports:

    1. Create BIP reports on data purely from SaaS ERP modules.

    2. Create BIP reports on data stored in external DBCS.

    3. Create BIP reports that may require data from SaaS as well as DBCS.

    How do you handle the above scenarios in your projects? Also, are there any white papers, recommendations, best practices from product management or A-Teams that you can share?

  • Patrick Daniels
    reporting tied to KPIs - a fun exercise
    Topic posted May 6, 2019 by Patrick DanielsSilver Medal: 2,000+ Points, tagged Accounting Hub Cloud Service, Cash Management, Collections, Expenses, Financials, General Ledger, Help Center, Reports, Sample Reports, Tip in Financials > Financials — General public
    Title:
    reporting tied to KPIs - a fun exercise
    Summary:
    If you could identify champion users (of Financials Cloud) what would you track?
    Content:

    By champions, I mean users who are successfully using the tool to help meet your organization's KPIs.  For example:  Let's say one of your KPI's is to reduce processing errors to help close the books faster.  Is there a user stat you can track to identify which users are thriving in this area?  What about other examples?  I'm hoping to get some great feedback.  Again, in summary...what user stats have folks found useful to track that allow you to identify champion users?  And what KPIs have you noticed are being impacted by these findings?  Thanks!

  • Felix Beaudoin
    Post Cloning Task List65.0
    Topic posted May 2, 2019 by Felix BeaudoinBronze Crown: 15,000+ Points, tagged Accounting Hub Cloud Service, Allocations, Assets, Budgetary Control, Cash Management, Collections, Compliance, Configuration, Core HR, Expenses, Financials, General Ledger, Intercompany, Invoice Imaging, Payables, Period Close / Reconciliation, Receivables, Reports, Revenue Management, Sample Reports, Security, Setup / Administration, Subledger Accounting, Tip, Update, User Interface in Financials > General Ledger & Intercompany public
    Title:
    Post Cloning Task List
    Summary:
    What are all the tasks that need to be complete after a PROD to DEV Cloning?
    Content:

    Hello Gurus!
    We are all quite familiar with environment refreshes and cloning activities. When a PROD instance is copied over to a DEV/TEST instance, certain tasks must be completed to ensure that this recently cloned environment truly remains for support activities and does not behave like PROD.

    Examples of such tasks are:

    • Turning off Email Notifications
    • Turning off payment interfaces with the bank
    • Running the “Create General Ledger Balances Cube”

    Therefore, I was wondering if there is a documented Oracle List of these activities for all modules that exists which can be leveraged or is it all "we learned it the hard way" and everyone has a task here and there that they are aware of.
    Let me know, thanks!
    Regards,
    Felix

    Version:
    19A
  • Mohan Gundepudi
    Adding seeded reports to custom role35.0
    Topic posted April 18, 2019 by Mohan GundepudiBlue Ribbon: 750+ Points, tagged Financials, Payables, Reports, Sample Reports, Search, Tip in Financials > Payables & Cash Management public
    Title:
    Adding seeded reports to custom role
    Summary:
    How to add seeded reports to custom role
    Content:

    We have created some custom roles in AP. But with those roles assigned, some users are complaining that they cannot access some seeded reports : 

    We have created a custom Payments Supervisor role but with this role users are not able to access seeded - Payables Invoice Register;  CorrectImport Error Report;  Accounts Payable Trial Balance Report.

    We have another custom role : *** AP Inquiry. And users want to access all the above 3 reports with this custom inquiry role.

     

    Any inputs are greatly appreciated.

    Thanks in advance.

     

    GM