Instructions To Map COA Segments To OTBI

Instructions to Map Chart of Account Segments to OTBI
Purpose: When I am creating an OTBI report using say the “General Ledger - Journals Real Time”
subject area, I can only get to the “Account”, “Cost Center” and “Natural Account” segments, but I
cannot get to the “Product”, “Line of Business”, and/or “Intercompany” segment.
How can I enable this?
Designating Key Flexfields as BI-Enabled

Key flexfields which have been created in Oracle Fusion Applications must be designated as
BI–enabled in order to expose them to Transactional Business Intelligence.
To designate the key flexfields as BI-enabled:

1 Navigate to Manage Key Flexfields in Oracle Fusion Applications.
2 Enter your search value in Key Flexfield Code.
3 Click the Manage Structure Instances button.
4 Enter your search value in Structure Instance Code.
5 Click Edit.
The Edit Key Flexfield Structure Instance dialog box displays as shown here.
6 In Edit Key Flexfield Segment Instance, select the BI Enabled check box.
7 Click OK.
8 For each flexfield segment instance, repeat steps 5 through 7.
9 Click Save.
10 Populate the BI Object Name for each of the segment labels:
Note: The BI Object Name is the Logical Table name in the RPD used as the dimension for
the corresponding segment.
a. Query the Key Flexfield Code in the Manage Key Flexfields window.
b. From the Actions menu, select Manage Segment Labels as shown here.
c. Populate the BI Object Name for each segment label to be mapped in the RPD as shown
here.
d. Click Save and Close.
e. Go to the Chart of Accounts Instance UI and assign the newly created segment label to the
appropriate segment in the chart of accounts.
11 Click the Deploy Flexfield button to deploy the flexfield.
Designating Descriptive Flexfields as BI-enabled

To designate descriptive flexfields as BI-enabled:
1 Access Oracle Fusion Applications.
2 Navigate to the Setup and Maintenance window.
3 Navigate to the Edit Descriptive Flexfields window as shown here.
4 Enter the Descriptive Flexfield Name.

5 Optional: Enter a Description.
6 Check the BI Enabled check box on the desired descriptive flexfields.
Designating GL Accounting Segment Instances as BI-enabled

Specify the applicable chart of accounts segment instances that are BI enabled to make them
available for use in OTBI.
To specify the chart of accounts segment instances as BI-enabled:
1 In the Search Results section of the Manage Key Flexfields window, select Accounting Flexfield,
and then click the Manage Structure Instances button to navigate to the Manage Key Flexfield
Structure Instances window.
2 In the Search section, select the chart of accounts for Structure Name and click the Search button.
3 In the Search Results section, select the structure instance and click Edit to navigate to the Edit
Key Flexfield Structure Instance window.
4 Check the Enabled check box to code-enable the structure instance.
5 In the Segment Instances section, select the segment instances and click Edit. to update.
Note: Each segment instances must be selected individually.
6 Check the Business Intelligence enabled check box in the Edit Key Flexfield Segment pop-up
window and click OK to return to Edit Key Flexfield Structure Instance window.
7 After you have enabled all applicable segment instances for Business Intelligence, click Save and
Close to save the changes and return to the Edit Key Flexfield Structure Instance window.
8 Repeat steps 2 - 6 for each chart of accounts to enable all the applicable segment instances for
Business Intelligence.
9 Click Done to return to the Manage Key Flexfields window.
10 After you have configured all the charts of accounts, click the Deploy Flexfield button to deploy
Accounting Flexfield and make the latest definition available for use.
Importing Changes to Flexfields Automatically

This section discusses importing changes to flexfields automatically.
Overview of Importing Flexfield Changes
Use the “Import Oracle Fusion Data Extensions for Transactional Business Intelligence” job to
automatically import the following types of changes:
l Key Flexfield changes
l Descriptive Flexfield changes
l GL Accounting Flexfield changes
The “Import Oracle Fusion Data Extensions for Transactional Business Intelligence” job imports
extensible data, including data in descriptive flexfield segments, key flexfield segments, and
General Ledger balances in Essbase cubes, into Transactional Business Intelligence.
If you have changes to key flexfields, descriptive flexfields, and GL Accounting flexfields, you
can import all the changes in the same job.
Caution! Running the “Import Oracle Fusion Data Extensions for Transactional Business
Intelligence” job will disconnect all users from the server. You should not run this
job when maintenance operations or system updates are being performed on the
server.
Note: The “Import Oracle Fusion Data Extensions for Transactional Business Intelligence” job
is an Oracle Fusion Applications job; it is not a BI Applications job. Detailed information
on this job can be found in Oracle Fusion Applications documentation.
Running the Import Job

There are two ways to run the “Import Oracle Fusion Data Extensions for Transactional
Business Intelligence”job:
Importing in Fusion Applications

To run the “Import Oracle Fusion Data Extensions for Transactional Business Intelligence”
job in Fusion Applications:
1 In Fusion Applications, access the Scheduled Processes window:
2 Select Search and Select: Name.

3 Highlight Import Oracle Fusion Data Extensions for Transactional Business Intelligence.
4 Click OK.
5 Schedule the job.

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Instructions to Map Chart of Account Segments to OTBI

How can I enable this?

Designating Key Flexfields as BI-Enabled

To designate the key flexfields as BI-enabled:

d. Click Save and Close.

11 Click the Deploy Flexfield button to deploy the flexfield.

Designating Descriptive Flexfields as BI-enabled

4 Enter the Descriptive Flexfield Name.

Designating GL Accounting Segment Instances as BI-enabled

Importing Changes to Flexfields Automatically

Running the Import Job

Importing in Fusion Applications

2 Select Search and Select: Name.

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