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Presentation Model in Oracle Discoverer

To create the presentation model in the meta-layer of Oracle Discoverer, the Noetix views metadata must be generated into the meta-layer by using Angles for Oracle Generator for Oracle Discoverer (Angles for Oracle Generator). After generating the Noetix views metadata, when users log on to Oracle Discoverer Desktop, they can view the presentation model and the data provided in the presentation model.

In the presentation model, the generated global views and the associated key flexfield views are organized into logical groups based on their functional areas. These logical groups are called business areas and represented as folders. When you extract global views, business areas are created with the names of the Oracle E-Business Suite modules or functional areas, whichever is applicable. Under each business area, folders are created for each global view. Also, additional business areas are created for the key flexfield views associated with the global views. These key flexfield views are organized into logical groups based on their functional areas and configurations in the global views. This organization of data provides an intuitive way to locate the data you want.

The presentation model has the following pre-built and customized business areas:

  • <Module/Functional area> Views - Noetix: Contains all the extracted global views corresponding to a Noetix global role. For example, the name of the business area created for the ARG0 RECEIVABLES role is “Receivables Views - Noetix” and the name of the business area created for the HRG0 HR SALARY MANAGER role is “HR Salary Manager Views - Noetix.”

  • All Business Groups KFF Views - Noetix: Contains the key flexfield views for all business groups. For example, this business area contains key flexfield views, such as “XXK Grade Grade” and “XXK Position Pos Vac.”

  • All Charts of Accounts KFF Views - Noetix: Contains the key flexfield views for all charts of accounts. For example, this business area contains key flexfield views, such as “XXK GL Acct AcctExp” and “XXK GL Acct AcctDist.”

  • <Business group name/Legislation name> Business Group KFF Views - Noetix: Contains the key flexfield views for a business group. For example, the name of the business area created for the business group Vision Corporation is “Vision Corporation Business Group KFF Views - Noetix”, and it contains key flexfield views, such as “XXK Grade Grade (Grade Flexfield)” and “XXK Group Peo Grp (People Group Flexfield).”

  • <Structure name> Chart of Accounts KFF Views - Noetix: Contains the key flexfield views for a structure. For example, the name of the business area created for the Operations Accounting Flex is “Operations Accounting Flex Chart of Accounts KFF Views - Noetix”, and it contains key flexfield views, such as “XXK GL Acct Acct Trx (Operations Accounting Flex)”, where Operations Accounting Flex is the structure name.

  • Item Category KFF Views - Noetix: Contains a key flexfield view for each structure of the Item Categories key flexfield. For example, this business area contains key flexfield views, such as “XXK Mtl Cat ItemCat (Accounting Category)” and “XXK Mtl Cat ItemCat (Asset Management)”, where Accounting Category and Asset Management are structure names.

Depending on the global views and the key flexfield configuration in the global views, you will see one or more business areas created in the presentation model.

For information on how global views and the corresponding key flexfield views can be joined in the presentation model of Oracle Discoverer, seePresentation Model in Oracle Discoverer.

The presentation model also provides a reporting solution for the parent-child hierarchies of an Accounting Flexfield segment. The reporting solution consists of two views, parent-child hierarchies and parent-child essentials. These views are configured in the presentation model in the business area corresponding to each chart of accounts. For example, the “Account Parent-Child Hierarchies (Operations Accounting Flex)” and “Account Parent-Child Essentials (Operations Accounting Flex)” views are configured in the “Operations Accounting Flex Chart of Accounts KFF Views - Noetix” business area for the Account segment.

For information about parent-child hierarchy views, see Support for Parent-Child Hierarchies in Global Views in the “NoetixViews for Oracle General Ledger” section in “Module-Specific Information.”

Using Parent-Child Views in Oracle Discoverer

This section discusses two examples for using the parent-child views of an Accounting Flexfield segment hierarchy. The first example discusses how to use the parent-child hierarchies view to build a drill-down report. The second example discusses how to use the parent-child essentials view to build a report that returns all the leaf flex values corresponding to a parent flex value.

Example 1

This example discusses how to build a drill-down report using a parent-child hierarchies view and a fact view. The example uses a fact view GL All Balances and a parent-child hierarchies view Account Parent-Child Hierarchies configured in the presentation model for the Operations Accounting Flex chart of accounts. The drill-down report created in the example provides details of the balances for the parent and child flex values of the Account segment. The report is further filtered using a ledger and period.

To build the sample drill-down report using a parent-child hierarchies view

  1. Log on to Oracle Discoverer Desktop.

  2. Select a format for the report. In the current example, the cross-tab format is used.

  3. In the step 2 of the Workbook Wizard, from the drop-down list, select the business area corresponding to the chart of accounts that contains the parent-child hierarchies views, and then select the required parent-child hierarchies view. In the current example, the Operations Accounting Flex Chart of Accounts KFF Views -Noetix business area is selected, and the Account Parent-Child Hierarchies (Operations Accounting Flex) parent-child hierarchies view is selected.

  4. From the parent-child hierarchies view selected in step 3, select the columns that you want to include in your drill-down report. In the current example, the Level01 Description With Value column is selected and added to the workbook.

  5. From a fact view, select the columns that you want to include in your drill-down report. In the current example, the GLG0 All Balances view is used, and the Balance column is selected and added to the workbook from this view.

  6. The selected columns are displayed on the right pane of the workbook. In the current example, the columns are displayed as follows:

  7. After adding all the required columns to the report layout, specify the filters for the relevant columns. In the current example, a filter condition is set on the Ledger Name and Period Name columns of the GLG0 All Balances fact view. For the filter condition, the value Vision Operations (USA) is assigned to the Ledger Name column, and the value Apr-01 is assigned to the Period Name column.

  8. In the current example, if you want to find hierarchy information of any root flex value that you provided, specify a parameter for the Level01 Description With Value column and for the other required columns.

  9. After specifying the filter conditions, run the report. The report will be displayed in a workbook sheet. In the current example, the report will display the account balances corresponding to all the root flex values corresponding to the Vision Operations (USA) Ledger and for the period Apr-01.

  10. To drill-down to the next level in the report, select a root flex value from the hierarchy, and perform a drill-down. In the current example, a drill-down is performed for the Net Income (7999) flex value. The result will display the next level of flex values under the Net Income (7999) flex value. You can drill-down one level at a time up to 20 levels.

Example 2

This example discusses how to build a report using a parent-child essentials view and a fact view. The example uses a fact view GL All Balances and a parent-child essentials view Account Parent-Child Essentials configured in the presentation model for the Operations Accounting Flex chart of accounts. The report created in the example provides details of the account balances corresponding to all the child flex values of a parent flex value for the Account segment. The report is further filtered using a ledger and period.

  1. To build a sample report using a parent-child essentials view

  2. Log on to Oracle Discoverer Desktop.

  3. Select a format for the report. In the current example, the cross-tab format is used.

  4. In the step 2 of the Workbook Wizard, from the drop-down list, select the business are corresponding to the chart of accounts that contains the parent-child hierarchies view, and then select the required parent-child essentials view. In the current example, the Operations Accounting Flex Chart of Accounts KFF Views -Noetix business area is selected, and the Account Parent-Child Essentials (Operations Accounting Flex) parent child essentials-view is selected.

  5. From the parent-child essentials view selected in step 3, select the columns that you want to include in your report. In the current example, the Parent Description With Value and Leaf Description With Value columns are selected and added to the workbook.

    From a fact view, select the columns that you want to include in your report, and add them to the workbook. In the current example, the GLG0 All Balances view is used and the Balance, Ledger Name, and Period Name columns are selected and added to the workbook.

  6. The selected columns are displayed on the right pane of the workbook. In the current example, the columns are displayed as follows:

  7. After adding all the required columns to the report layout, specify the filter conditions for the relevant columns. In the current example, a filter condition is set on the Parent Description With Value, Ledger Name, and Period Name columns of the GLG0 All Balances fact view. For the filter condition, the value Net Income (7999) is assigned to the Parent Description With Value column, the value Vision Operations (USA) is assigned to the Ledger Name column, and the value Apr-01 is assigned to the Period Name column.

  8. In the current example, if you want to use the report to find information about all the child flex values corresponding to any parent value that is provided, specify a parameter for the Parent Description With Value column and for the other required columns.

  9. After specifying the filter conditions, run the report. The report will be displayed in a workbook sheet. In the current example, the report will display the account balances corresponding to all the child flex values of the Net Income (7999) parent flex value for the Vision Operations (USA) Ledger and for the period Apr-01.

Published:

Presentation Model in Oracle Discoverer

To create the presentation model in the meta-layer of Oracle Discoverer, the Noetix views metadata must be generated into the meta-layer by using Angles for Oracle Generator for Oracle Discoverer (Angles for Oracle Generator). After generating the Noetix views metadata, when users log on to Oracle Discoverer Desktop, they can view the presentation model and the data provided in the presentation model.

In the presentation model, the generated global views and the associated key flexfield views are organized into logical groups based on their functional areas. These logical groups are called business areas and represented as folders. When you extract global views, business areas are created with the names of the Oracle E-Business Suite modules or functional areas, whichever is applicable. Under each business area, folders are created for each global view. Also, additional business areas are created for the key flexfield views associated with the global views. These key flexfield views are organized into logical groups based on their functional areas and configurations in the global views. This organization of data provides an intuitive way to locate the data you want.

The presentation model has the following pre-built and customized business areas:

  • <Module/Functional area> Views - Noetix: Contains all the extracted global views corresponding to a Noetix global role. For example, the name of the business area created for the ARG0 RECEIVABLES role is “Receivables Views - Noetix” and the name of the business area created for the HRG0 HR SALARY MANAGER role is “HR Salary Manager Views - Noetix.”

  • All Business Groups KFF Views - Noetix: Contains the key flexfield views for all business groups. For example, this business area contains key flexfield views, such as “XXK Grade Grade” and “XXK Position Pos Vac.”

  • All Charts of Accounts KFF Views - Noetix: Contains the key flexfield views for all charts of accounts. For example, this business area contains key flexfield views, such as “XXK GL Acct AcctExp” and “XXK GL Acct AcctDist.”

  • <Business group name/Legislation name> Business Group KFF Views - Noetix: Contains the key flexfield views for a business group. For example, the name of the business area created for the business group Vision Corporation is “Vision Corporation Business Group KFF Views - Noetix”, and it contains key flexfield views, such as “XXK Grade Grade (Grade Flexfield)” and “XXK Group Peo Grp (People Group Flexfield).”

  • <Structure name> Chart of Accounts KFF Views - Noetix: Contains the key flexfield views for a structure. For example, the name of the business area created for the Operations Accounting Flex is “Operations Accounting Flex Chart of Accounts KFF Views - Noetix”, and it contains key flexfield views, such as “XXK GL Acct Acct Trx (Operations Accounting Flex)”, where Operations Accounting Flex is the structure name.

  • Item Category KFF Views - Noetix: Contains a key flexfield view for each structure of the Item Categories key flexfield. For example, this business area contains key flexfield views, such as “XXK Mtl Cat ItemCat (Accounting Category)” and “XXK Mtl Cat ItemCat (Asset Management)”, where Accounting Category and Asset Management are structure names.

Depending on the global views and the key flexfield configuration in the global views, you will see one or more business areas created in the presentation model.

For information on how global views and the corresponding key flexfield views can be joined in the presentation model of Oracle Discoverer, seePresentation Model in Oracle Discoverer.

The presentation model also provides a reporting solution for the parent-child hierarchies of an Accounting Flexfield segment. The reporting solution consists of two views, parent-child hierarchies and parent-child essentials. These views are configured in the presentation model in the business area corresponding to each chart of accounts. For example, the “Account Parent-Child Hierarchies (Operations Accounting Flex)” and “Account Parent-Child Essentials (Operations Accounting Flex)” views are configured in the “Operations Accounting Flex Chart of Accounts KFF Views - Noetix” business area for the Account segment.

For information about parent-child hierarchy views, see Support for Parent-Child Hierarchies in Global Views in the “NoetixViews for Oracle General Ledger” section in “Module-Specific Information.”

Using Parent-Child Views in Oracle Discoverer

This section discusses two examples for using the parent-child views of an Accounting Flexfield segment hierarchy. The first example discusses how to use the parent-child hierarchies view to build a drill-down report. The second example discusses how to use the parent-child essentials view to build a report that returns all the leaf flex values corresponding to a parent flex value.

Example 1

This example discusses how to build a drill-down report using a parent-child hierarchies view and a fact view. The example uses a fact view GL All Balances and a parent-child hierarchies view Account Parent-Child Hierarchies configured in the presentation model for the Operations Accounting Flex chart of accounts. The drill-down report created in the example provides details of the balances for the parent and child flex values of the Account segment. The report is further filtered using a ledger and period.

To build the sample drill-down report using a parent-child hierarchies view

  1. Log on to Oracle Discoverer Desktop.

  2. Select a format for the report. In the current example, the cross-tab format is used.

  3. In the step 2 of the Workbook Wizard, from the drop-down list, select the business area corresponding to the chart of accounts that contains the parent-child hierarchies views, and then select the required parent-child hierarchies view. In the current example, the Operations Accounting Flex Chart of Accounts KFF Views -Noetix business area is selected, and the Account Parent-Child Hierarchies (Operations Accounting Flex) parent-child hierarchies view is selected.

  4. From the parent-child hierarchies view selected in step 3, select the columns that you want to include in your drill-down report. In the current example, the Level01 Description With Value column is selected and added to the workbook.

  5. From a fact view, select the columns that you want to include in your drill-down report. In the current example, the GLG0 All Balances view is used, and the Balance column is selected and added to the workbook from this view.

  6. The selected columns are displayed on the right pane of the workbook. In the current example, the columns are displayed as follows:

  7. After adding all the required columns to the report layout, specify the filters for the relevant columns. In the current example, a filter condition is set on the Ledger Name and Period Name columns of the GLG0 All Balances fact view. For the filter condition, the value Vision Operations (USA) is assigned to the Ledger Name column, and the value Apr-01 is assigned to the Period Name column.

  8. In the current example, if you want to find hierarchy information of any root flex value that you provided, specify a parameter for the Level01 Description With Value column and for the other required columns.

  9. After specifying the filter conditions, run the report. The report will be displayed in a workbook sheet. In the current example, the report will display the account balances corresponding to all the root flex values corresponding to the Vision Operations (USA) Ledger and for the period Apr-01.

  10. To drill-down to the next level in the report, select a root flex value from the hierarchy, and perform a drill-down. In the current example, a drill-down is performed for the Net Income (7999) flex value. The result will display the next level of flex values under the Net Income (7999) flex value. You can drill-down one level at a time up to 20 levels.

Example 2

This example discusses how to build a report using a parent-child essentials view and a fact view. The example uses a fact view GL All Balances and a parent-child essentials view Account Parent-Child Essentials configured in the presentation model for the Operations Accounting Flex chart of accounts. The report created in the example provides details of the account balances corresponding to all the child flex values of a parent flex value for the Account segment. The report is further filtered using a ledger and period.

  1. To build a sample report using a parent-child essentials view

  2. Log on to Oracle Discoverer Desktop.

  3. Select a format for the report. In the current example, the cross-tab format is used.

  4. In the step 2 of the Workbook Wizard, from the drop-down list, select the business are corresponding to the chart of accounts that contains the parent-child hierarchies view, and then select the required parent-child essentials view. In the current example, the Operations Accounting Flex Chart of Accounts KFF Views -Noetix business area is selected, and the Account Parent-Child Essentials (Operations Accounting Flex) parent child essentials-view is selected.

  5. From the parent-child essentials view selected in step 3, select the columns that you want to include in your report. In the current example, the Parent Description With Value and Leaf Description With Value columns are selected and added to the workbook.

    From a fact view, select the columns that you want to include in your report, and add them to the workbook. In the current example, the GLG0 All Balances view is used and the Balance, Ledger Name, and Period Name columns are selected and added to the workbook.

  6. The selected columns are displayed on the right pane of the workbook. In the current example, the columns are displayed as follows:

  7. After adding all the required columns to the report layout, specify the filter conditions for the relevant columns. In the current example, a filter condition is set on the Parent Description With Value, Ledger Name, and Period Name columns of the GLG0 All Balances fact view. For the filter condition, the value Net Income (7999) is assigned to the Parent Description With Value column, the value Vision Operations (USA) is assigned to the Ledger Name column, and the value Apr-01 is assigned to the Period Name column.

  8. In the current example, if you want to use the report to find information about all the child flex values corresponding to any parent value that is provided, specify a parameter for the Parent Description With Value column and for the other required columns.

  9. After specifying the filter conditions, run the report. The report will be displayed in a workbook sheet. In the current example, the report will display the account balances corresponding to all the child flex values of the Net Income (7999) parent flex value for the Vision Operations (USA) Ledger and for the period Apr-01.

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