Transcription
Report Developer/User GuideAnalytics
Noetix Analytics Report Developer/User GuideNoetix Analytics Reports and Dashboards 2.0Noetix Analytics 5.2This document was released on February 08, 2013. Please go to Answer ID 1826 (INFO:Documentation for Noetix Analytics for Oracle E-Business Suite) on the Noetix online knowledgebase; an updated version of this document might be available.Copyright 2013 Noetix Corporation. All rights reserved.No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in anyform or by any means, electronic, mechanical, photocopying, recording, or otherwise, withoutprior written permission from Noetix Corporation.The information in this document is subject to change without notice. Noetix Corporation strivesto keep this information accurate but does not warrant that this document is error-free.Noetix, NoetixViews, Noetix QueryServer, Noetix WebQuery, and the Noetix logo are registeredtrademarks of Noetix Corporation. Other “Noetix” marks are trademarks of Noetix Corporation.Oracle, JD Edwards, PeopleSoft, Retek, Siebel, and Sun are registered trademarks of OracleCorporation and/or its affiliates. Oracle E-Business Suite, Oracle Database, Oracle Discoverer,Oracle Business Intelligence, SQL*Plus, SQL*Net, SQL*Loader, PeopleSoft Enterprise, SiebelBusiness Applications, Java, Java Runtime Environment, and other Oracle, PeopleSoft, Siebel, and/or Sun product names referenced herein are trademarks or registered trademarks of OracleCorporation. Microsoft, Microsoft Excel, Microsoft Internet Explorer, Windows, Microsoft SQLServer, Microsoft SQL Server Reporting Services, Internet Information Services, Microsoft .NETFramework, Microsoft ASP.NET, Microsoft Data Access Components, and other Microsoftproduct names referenced herein are trademarks or registered trademarks of MicrosoftCorporation. Adobe, Acrobat, the Adobe PDF logo, Adobe Flash Player, and Adobe Reader aretrademarks or registered trademarks of Adobe Systems Incorporated. IBM, Cognos, CognosFramework Manager, Cognos Configuration, Cognos Query Studio, Cognos Report Studio,Cognos Connection, and other Cognos server or modeling product names mentioned herein aretrademarks or registered trademarks of International Business Machines Corporation in the UnitedStates, other countries, or both. SAP is a registered trademark of SAP AG. BusinessObjects is atrademark of Business Objects, an SAP company. Web Intelligence and Xcelsius are trademarks orregistered trademarks of Business Objects, an SAP company. All other company and product namesmentioned herein are used for identification purposes only and may be trademarks or registeredtrademarks of their respective owners.
ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiAbout This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiNoetix Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiChapter 1Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Supporting Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Relationship set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Fact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Measure/Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3ODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4DFACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4AFACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4SFACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4AMDR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Noetix Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Multiple Global Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Noetix Analytics Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Chapter 2Installing, Configuring Noetix Analytics Reports and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Installing Reports and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Prerequisites for Installing Reports and Dashboards for Oracle Business Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Install Reports and Dashboards for Oracle Business Intelligence . . . . 10Configure Reports and Dashboards for Oracle Business Intelligence . 18Prerequisites for Installing Reports and Dashboards for IBM Cognos BI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Install Reports and Dashboards for IBM Cognos BI . . . . . . . . . . . . . 22Configure Reports and Dashboards for IBM Cognos BI . . . . . . . . . . 33Set Up Reports and Dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Reinstalling, Configuring Reports and Dashboards . . . . . . . . . . . . . . . . . . . . . 38Reinstall, Configure Reports and Dashboards for Oracle BusinessIntelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Reinstall, Configure Reports and Dashboards for IBM Cognos BI. . . 41Contentsiii
Chapter 3Using Noetix Analytics Reports and Dashboards . . . . . . . . . . . 43Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Accessing Dashboards in Oracle Business Intelligence . . . . . . . . . . . . . . . . . . .Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dashboard Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .All-Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Accessing Noetix Analytics Reports in Oracle Business Intelligence. . . . . . . . .Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Noetix Analytics Reports in Oracle Business Intelligence . . . . . . . . .Accessing Dashboards in IBM Cognos BI . . . . . . . . . . . . . . . . . . . . . . . . . . . .Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dashboard Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Accessing Reports in IBM Cognos BI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Noetix Analytics Reports in IBM Cognos BI . . . . . . . . . . . . . . . . . .Chapter 444454545465152525354545455636364Development Process of Reports and Dashboards . . . . . . . . . . 67Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Process Workflow for Developing Reports and Dashboards . . . . . . . . . . . . . . 69Chapter 5Noetix Analytics for Oracle Modules . . . . . . . . . . . . . . . . . . . . 73Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Noetix Analytics for General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75GL Balances Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75GL Balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76GL Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76GL Chart of Accounts - Accounting Structure . . . . . . . . . . 77GL Journals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Noetix Analytics for Oracle Payables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79AP Expense Report Lines Details DM . . . . . . . . . . . . . . . . . . . . . . . 82Employee Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83AP Holds Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83AP Distributions Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84AP Distributions Details. . . . . . . . . . . . . . . . . . . . . . . . . . . 85AP Invoice Distributions by Invoice Date and Accounting Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Invoice Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85AP Distributions Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . . 86AP Invoice Distributions by Quarter and Supplier - InvoiceDate and Accounting Date. . . . . . . . . . . . . . . . . . . . . . . . . 87ivNoetix Analytics Report Developer/User Guide
AP Invoice Distributions by Quarter and Supplier Type - Invoice Date and Accounting Date. . . . . . . . . . . . 88AP Invoice Distributions by Supplier Type - Invoice Date andAccounting Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88AP Invoice Analysis Summary DM . . . . . . . . . . . . . . . . . . . . . . . . . . 89Invoice Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90AP Invoice Distributions Details DM - IT ONLY . . . . . . . . . . . . . . . 90AP Invoice Distributions by Invoice Date and Accounting Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91AP Invoice Lines Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91AP Invoice Lines Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . . . 92AP Invoices Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93AP Invoice Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94AP Invoice Volume by Supplier. . . . . . . . . . . . . . . . . . . . . . 94AP Open Invoices Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Open Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95AP Checks Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96AP Checks Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97AP Invoice Payments Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . 97AP Invoice Payment Details. . . . . . . . . . . . . . . . . . . . . . . . . 98AP Invoice Payments Details DM - IT ONLY. . . . . . . . . . . . . . . . . . 99AP Invoice Payment Register . . . . . . . . . . . . . . . . . . . . . . . 100AP Supplier Payment History . . . . . . . . . . . . . . . . . . . . . . 100Invoice Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100AP Payment Schedules Details DM . . . . . . . . . . . . . . . . . . . . . . . . . 101Payment Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Cash Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102AP Payment Schedules Details DM - IT ONLY . . . . . . . . . . . . . . . 102AP Payment Schedule Details . . . . . . . . . . . . . . . . . . . . . . 103AP Invoice Subledger Details DM - IT ONLY . . . . . . . . . . . . . . . . 103AP Posted Invoice Register . . . . . . . . . . . . . . . . . . . . . . . . 104GL AP Subledger Summary. . . . . . . . . . . . . . . . . . . . . . . . 105GL AP Subledger Details . . . . . . . . . . . . . . . . . . . . . . . . . . 105AP Subledger Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105AP Subledger Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106GL AP Subledger Summary. . . . . . . . . . . . . . . . . . . . . . . . 106GL AP Subledger Summary By Organization . . . . . . . . . . 107AP Subledger Details DM - IT ONLY. . . . . . . . . . . . . . . . . . . . . . . 107Noetix Analytics for Oracle Receivables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109AR Aging Summary DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112AR Aging for Invoice Summary . . . . . . . . . . . . . . . . . . . . . 113Contentsv
AR Aging Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AR Aging Summary by Sales Representative . . . . . . . . . . .AR Open Receivables/Aging - Top 10 . . . . . . . . . . . . . . .AR Aging Details by Sales Rep - Sales representative name . . . . . . . . . . . . . . . .AR Aging Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AR Customer Service Promised Bucket Summary DM . . . . . . . . . .AR Customer Service Promised Bucket Snapshot Summary DM . .AR Customer Service Requested Bucket Summary DM . . . . . . . . .AR Customer Service Requested Bucket Snapshot Summary DM .AR Payment Schedules Details DM . . . . . . . . . . . . . . . . . . . . . . . .AR Payment Schedule Details. . . . . . . . . . . . . . . . . . . . . .Cash Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Noetix Analytics Report Developer/ User Guide Noetix Analytics Reports and Dashboards 2.0. Noetix Analytics 5.2. This document was released on February 08, 2013.
