Transcription
Oracle: BI Tools for ReportConsumers Oracle Overview Oracle BI folder structure Execute Oracle report1
Training BasicsRequired Course WorkbookAccess Course Workbook:Login to OracleOracle Training Environment:All Participants MutedUse ‘Chat’ if experiencingtechnical difficulties or forperiodic instructor led Q&APractice Exercises & Office HoursPractice exercises provide step-by-stepguidance for users and weekly office hoursare available to support learning. TrainingResources: cs.com/jfe/form/SV a4d5dY5K7VdPUd7project/fin-training.htmlTake 3 minutes to access the course workbook and completetrainee information.2
Target AudienceDepartment andCentral Office Staffwho need to run OFC reportsfor their business purposes.OFC roles needed: BI Consumer3
AgendaWe will cover DEMOS for Practice ExercisesBI Consumer Topic OverviewExercise 1: Generate a Report in FRCUnderstanding Oracle MenuExercise 2: Financial Report inEnterprise Performance ManagementOracle Reporting InterfacesExercise 3: Receivables toLedger Reconciliation ReportOracle BI Tools for Report Consumers QuizFunding Source and Expenditure TypeProcess for submitting MCI files4
Covered Detail TopicsI. BI Consumer Topic Overview Reports in general (Now and after OFC go-live)Oracle BI rolesOracle data accessOracle Report TypesOracle Reporting InterfacesOFC report planII. Understanding Oracle Menu Welcome SpringboardInfolets & InfotilesUser interfaceHow to find reportsGeneral Accounting Account MonitorIII. Oracle Reporting Interfaces Financial Reporting CenterEnterprise Scheduler System (ESS)BI Catalog (Oracle EPM Workspace)Report and AnalyticsIV. Oracle: BI Tools for Report Consumer Quiz5
BI ConsumerTopic Overview6
Reports in general (Now and after OFC go-live)NowDataAfter OFC go-liveIFIS reports will be available for legacy data (it will beannounced publicly if there will be any change)IFIS reports (link family)IFIS dataCognos and Tableaureport/data modelIFIS & OFCblended dataData model support by Activity Hub team (contact AHteam if specific OFC data attributes are needed)Not available (Oracle reports)OFC dataOFC reports by Oracle BI teamOFC data model support by Activity Hub teamCognos and Tableau legacy data model support byActivity Hub team77
Oracle BI RolesBI Administrator Administers BI Catalog Controls shared folder, reports, user accessBI Modeler Develops data modelsBI Author Creates BI reportsBI Consumer Runs BI reports88
Oracle Data AccessOracleSecurityModelOracle Role Based Access Control Users can have many roles Roles assign privileges Privileges provide access to functionality Data security makes data available to users Thus, report security allows a report outcome when auser with the proper role runs the report99
Oracle Report TypesReport TypeReport CharacteristicsBI Publisher ReportFlexible Report Layout CustomizationOTBI Analysis/DashboardBuilt off Transactional Tables using Subject AreasFinancial ReportBuilt off the Financial Reporting Studio using GL Balance CubeSmart View ReportMulti-dimensional GL Pivot AnalysisAccount GroupsMonitor Key Accounts in GL1010
Oracle Reporting InterfacesOracle Reporting InterfacesReport TypeFinancial Reporting CenterAll ReportsReports and AnalyticsOTBI ObjectsBI CatalogAll Reports except BI PublisherEPM WorkspacesReport/Book, Batches, SchedulerEnterprise Scheduler System (ESS) through Scheduled ProcessesBI Publisher Reports1111
OFC Report PlanQuestion ItemsOur approach What is report building status for OFC? What are the Go-Live essential reports?What if our group needs to build a specificreport from OFC data after go-live? For OFC Go-live essential reports, we are focusing on 41 reports(29 Campus and 12 Foundation reports). Also, Medical centerwill build 18 reports.After go-live, we will continue to build additional 51 reportsduring the targeting period of six month.Financial statements (UCSD campus (also at VC level),Foundation, Med center)Current IFIS key report family (EBS, GL detail report, etc.)Module specific reports (PPM, AR, AP, Cash, etc.)Bank files and UCOP reportsTwo directions:1) you can build the report from Activity Hub when it is available2) Oracle BI team will provide report building request, reviewreport requirements, and follow up report building path1212
UnderstandingOracle Menu13
Welcome Springboard – OFC Home Page LayoutPage control dotsNavigator1414
InfoletsThe second dot connectsto my Infolet1515
Infolets:View information at a glance from different sourcesin an efficient and timely wayClick this dot to go back toWelcome Springboard dotActions menu16Infolet Repository16
Infotiles:Show detailed information from a single pagein repetitive and focused tasksOnly accessible from a Work Area(this sample is Invoice Work Area)Can’t show details and displays information specific to the Work AreaCan’t be customized, hidden or disabled1717
User InterfaceGlobal areaPanel tabsPanelSection1818
How to find reports – from FRC1919
How to find reports – BI Catalog Shared FoldersCustomsubfolderFinancialsviewCustom Folder iswhere all UCSDcustom reportsare saved20Report folder andReport information- Last update, report- owner20
General Accounting Account Monitor2121
General Accounting Account Monitor2222
General Accounting Account Monitor2323
General Accounting Account MonitorHow to create an Account Group2424
General Accounting Account MonitorMandatory and optional fields to check2525
General Accounting Account MonitorAdd account information2626
General Accounting Account MonitorProvide specific account combination from CCOA chart strings2727
General Accounting Account Monitor2828
General Accounting Account Monitor – drill down2929
General Accounting Account Monitor3030
Check Account Group from Infolet3131
Can expand and see the Account Group details3232
Can see the Account Group in FRC3333
Can see the Account Group in FRC Sunburst toolEach Sunburst ring represents a different segment ofthe accounting string3434
Oracle Reporting Interfaces35
Financial Reporting Center (FRC)Access from Welcome Springboard Financial Reporting CenterThe following roles get access to FRC: General Accounting Manager & General AccountantBudget Manager & Cash ManagerOther users will require the privileges added to their roleWhat is done in FRC:Can run every type of report including Account Group result, and isintended to be the primary user interface for financial reporting users Financial reports need to be saved Shared\Custom\Financials and MyFolders All other report types can be saved anywhere in the BI Catalog36 36
DEMOPractice Exercise 1: Generating a Reportin Financial Reporting Centerhttps://www.youtube.com/watch?v G5YIPpSPTBo37
Financial Reporting Center (FRC)1.2.3.38Enter the report key word, General Ledger, click thesearch button, then click the All tabFor example, after submitting initial BI Publisherreport in Scheduled Processes (ESS), you can accessthe report from FRCContinue to follow Exercise – Generate a report inFRC steps38
BI Catalog (Oracle EPM Workspace) Access from Welcome Springboard Financial Reporting Center Tasks Select Open Workspace for Financial Reports Enterprise Performance Management (EPM) System Workspace pagewill display BI Catalog is a component of EPM Workspace EPM Workspace can: Create reports Books (a report group) Financial Reporting Batches - Batch Scheduler (schedule to automatically runand burst out to email)3939
DEMOPractice Exercise 2: Generating a Financial Reportin Enterprise Performance Managementhttps://www.youtube.com/watch?v oS0csy96j7840
Oracle EPM Workspace – Scheduling a BatchdCreating a Batch:1. File New Batch2. Add report item to My Folder3. X Report Batch for the batch nameUsing the Batch Scheduler1.2.3.4.Navigate Schedule Batch SchedulerCreate a new batch job with a new batch job nameSelect the X Report Batch you created earlierProvide detail information such as report execution, reportdestination, and schedule batch details, including, if successful, E-mailnotifications4141
BI Catalog (Oracle EPM Workspace) When you select Navigate Applications BI Catalog, EPM Workspace will display screen whichshows two menu parts Continue Generating a Financial Report in Enterprise Performance Management exerciseEPM Workspace menuBI Catalog menu4242
Reports and Analytics Access from Welcome Springboard Tools Reports and Analytics Can access and run any OTBI analysis or dashboard, but can’t runFinancial Report Studio reports or BI Publisher reports Can be used by all financial users4343
DEMOPractice Exercise 3: Receivables toLedger Reconciliation Reporthttps://www.youtube.com/watch?v JmlOIj2pPxI44
Reports and Analytics Select from All Folders, drill down until you locate Receivables to Ledger ReconciliationReport: Shared Folders Financials Receivables Receivables to Ledger Reconciliation Receivables to Ledger Reconciliation ReportOR Same report can be accessed from the folder tree structure when you click the BrowseCatalog button, which is connected to BI Catalog page Continue your practice exercise Receivables to Ledger Reconciliation Report4545
8-10minutesOracle: BI Tools for Report ConsumerQuiz & Training Evaluation46
Oracle: BI Tools for ReportConsumers Office HoursEvery Friday @ 2:45-3:45 thru July 3rdhttps://uchealth.zoom.us/j/9820016452847
II. Understanding Oracle Menu . I. BI Consumer Topic Overview Reports in general (Now and after OFC go-live) Oracle BI roles Oracle data access Oracle Report Types Oracle Reporting Interfaces OFC report plan. III. Oracle Reporting Interfaces Financial Reporting Center Enterprise Scheduler System (ESS)
