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Presentation Model in Oracle BI

To create the presentation model in the meta-layer of Oracle BI, the Noetix views metadata must be generated into the meta-layer by using Angles for Oracle Generator for Oracle Business Intelligence (Angles for Oracle Generator). After generating the Noetix views metadata, when users log on to the Oracle BI Presentation Services, 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 represented as nodes and are placed under the subject area created for each NoetixViews module. When you extract global views, nodes are created with the names of the Oracle E-Business Suite modules or functional areas, whichever is applicable, under the subject area corresponding to the NoetixViews module. Under each node, nodes are created for each global view. Also, additional nodes 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 in Oracle BI has the following pre-built and customized nodes:

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

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

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

  • <Business group name/Legislation name> Business Group KFF Views: Contains the key flexfield views for a business group. For example, the name of the node created for the business group Vision Corporation is “Vision Corporation Business Group KFF Views”, 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: Contains the key flexfield views for a structure. For example, the name of the node created for the Operations Accounting Flex is “Operations Accounting Flex Chart of Accounts KFF Views”, and it contains key flexfield views, such as “XXK GL Acct Acct Trx”.

  • Item Category KFF Views: Contains a key flexfield view for each structure of the Item Categories key flexfield. For example, this node 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 nodes 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 BI, seePresentation Model in Oracle BI.

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 node corresponding to each chart of accounts. For example, the “Account Parent-Child Hierarchies” and “Account Parent-Child Essentials” views are configured in the “Operations Accounting Flex Chart of Accounts KFF Views” node 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 BI

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. Also, you can build a drill-through report in Oracle BI by joining the reports created using a parent-child hierarchies view and parent-child essentials view. For more information about how to create a drill-through report in Oracle BI, see the Oracle BI product documentation.

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 BI Presentation Services.

  2. Select a subject area that contains both the fact views and the parent-child views. In the current example, a subject area called NoetixViews for Oracle Financials is selected.

  3. From the dimension object created for a parent-child hierarchies views, select the parent-child hierarchy drill object that you want to use in your drill-down report, and add it to the report design layout. In the current example, a dimension object called Account Parent-Child Hierarchies$DIM is used, and the Description With Value hierarchical drill object is selected from the dimension object and added to the report design layout.

  4. From a fact view that you want to use in the report, select the required columns, and add them to the report design layout. In the current example, the GLG0 All Balances view is selected, and the Balance SUM, Ledger Name, and Period Name columns from this view are added to the report design layout.

  5. The final report design after adding all the required columns is displayed on the right pane. In the current example, the sample report design is displayed as follows:

  6. In the screen shot, the display names of the Description With Value, Balance SUM, Ledger Name, and Period Name columns have been modified as Account Hierarchy, Balance, Ledger, and Period, respectively.

  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 Ledger Name and the Period Name columns. 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 from the Account Parent-Child Hierarchies view and for the other required columns.

  9. After specifying all the filter conditions, run the report. In the current example, the report will display the account balances corresponding to all the root flex values for 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 for the Operations Accounting Flex chart of accounts in the presentation model. 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.

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

  1. Log on to Oracle BI Presentation Services.

  2. Select a subject area that contains both the fact views and the parent-child views. In the current example, a subject area called NoetixViews for Oracle Financials is selected.

  3. From a parent-child essentials view that you want to use in your report, select the required columns, and add them to the report design layout. In the current example, a view called Account Parent-Child Essentials view is used, and the Parent Description With Value and Leaf Description With Value columns are selected from this view and added to the report design layout.

    From a fact view that you want to use in the report, select the required columns, and add them to the report design layout. In the current example, the GLG0 All Balances view is selected, and the Balance SUM, Ledger Name, and Period Name columns from this view are added to the report design layout.

    The final report design after adding all the required columns is displayed on the right pane. In the current example, the sample report design is displayed as follows:

  4. In the screen shot, the display names of the Parent Description With Value, Leaf Description With Value, Balance SUM, Ledger Name, and Period Name columns have been modified as Parent Description With Value, Leaf Description With Value, Balance, Ledger, and Period, respectively.

  5. 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. For the filter conditions, 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.

  6. 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.

  7. After specifying all the filter conditions, run the report. 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 BI

To create the presentation model in the meta-layer of Oracle BI, the Noetix views metadata must be generated into the meta-layer by using Angles for Oracle Generator for Oracle Business Intelligence (Angles for Oracle Generator). After generating the Noetix views metadata, when users log on to the Oracle BI Presentation Services, 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 represented as nodes and are placed under the subject area created for each NoetixViews module. When you extract global views, nodes are created with the names of the Oracle E-Business Suite modules or functional areas, whichever is applicable, under the subject area corresponding to the NoetixViews module. Under each node, nodes are created for each global view. Also, additional nodes 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 in Oracle BI has the following pre-built and customized nodes:

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

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

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

  • <Business group name/Legislation name> Business Group KFF Views: Contains the key flexfield views for a business group. For example, the name of the node created for the business group Vision Corporation is “Vision Corporation Business Group KFF Views”, 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: Contains the key flexfield views for a structure. For example, the name of the node created for the Operations Accounting Flex is “Operations Accounting Flex Chart of Accounts KFF Views”, and it contains key flexfield views, such as “XXK GL Acct Acct Trx”.

  • Item Category KFF Views: Contains a key flexfield view for each structure of the Item Categories key flexfield. For example, this node 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 nodes 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 BI, seePresentation Model in Oracle BI.

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 node corresponding to each chart of accounts. For example, the “Account Parent-Child Hierarchies” and “Account Parent-Child Essentials” views are configured in the “Operations Accounting Flex Chart of Accounts KFF Views” node 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 BI

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. Also, you can build a drill-through report in Oracle BI by joining the reports created using a parent-child hierarchies view and parent-child essentials view. For more information about how to create a drill-through report in Oracle BI, see the Oracle BI product documentation.

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 BI Presentation Services.

  2. Select a subject area that contains both the fact views and the parent-child views. In the current example, a subject area called NoetixViews for Oracle Financials is selected.

  3. From the dimension object created for a parent-child hierarchies views, select the parent-child hierarchy drill object that you want to use in your drill-down report, and add it to the report design layout. In the current example, a dimension object called Account Parent-Child Hierarchies$DIM is used, and the Description With Value hierarchical drill object is selected from the dimension object and added to the report design layout.

  4. From a fact view that you want to use in the report, select the required columns, and add them to the report design layout. In the current example, the GLG0 All Balances view is selected, and the Balance SUM, Ledger Name, and Period Name columns from this view are added to the report design layout.

  5. The final report design after adding all the required columns is displayed on the right pane. In the current example, the sample report design is displayed as follows:

  6. In the screen shot, the display names of the Description With Value, Balance SUM, Ledger Name, and Period Name columns have been modified as Account Hierarchy, Balance, Ledger, and Period, respectively.

  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 Ledger Name and the Period Name columns. 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 from the Account Parent-Child Hierarchies view and for the other required columns.

  9. After specifying all the filter conditions, run the report. In the current example, the report will display the account balances corresponding to all the root flex values for 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 for the Operations Accounting Flex chart of accounts in the presentation model. 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.

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

  1. Log on to Oracle BI Presentation Services.

  2. Select a subject area that contains both the fact views and the parent-child views. In the current example, a subject area called NoetixViews for Oracle Financials is selected.

  3. From a parent-child essentials view that you want to use in your report, select the required columns, and add them to the report design layout. In the current example, a view called Account Parent-Child Essentials view is used, and the Parent Description With Value and Leaf Description With Value columns are selected from this view and added to the report design layout.

    From a fact view that you want to use in the report, select the required columns, and add them to the report design layout. In the current example, the GLG0 All Balances view is selected, and the Balance SUM, Ledger Name, and Period Name columns from this view are added to the report design layout.

    The final report design after adding all the required columns is displayed on the right pane. In the current example, the sample report design is displayed as follows:

  4. In the screen shot, the display names of the Parent Description With Value, Leaf Description With Value, Balance SUM, Ledger Name, and Period Name columns have been modified as Parent Description With Value, Leaf Description With Value, Balance, Ledger, and Period, respectively.

  5. 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. For the filter conditions, 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.

  6. 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.

  7. After specifying all the filter conditions, run the report. 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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