11i Implement Daily Business Intelligence: D17008GC30 Edition 3.0 April 2005 D 41605

11i Implement Daily Business
Intelligence
Volume 1- Student Guide
D17008GC30
Edition 3.0
April 2005
D41605
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Authors
Elisa Agor, Charlie Ahern, Christine Monk, Neelam Singh, Carmen Myrik, Cynthia Stevens, Jo
Turner
Technical Contributors and Reviewers
Catherine Bauer, Katrine Haugerud, Parisa Hudson, Jeffrey Kirk, David Millin, Waseem Mirza,
Carl Morley, Karuna Mukherjea, Pamela Reitz, Nuzhath Shareen, Regina Sheynblat, Azmat
Tanuli, JuliAnne Tolley, Michele Warensford.
This book was published using:
oracletutor
Table of Contents
R11i Oracle Daily Business Intelligence: Introduction ................................................................................1-1
R11i Oracle Daily Business Intelligence: Introduction .................................................................................1-2
Objectives ......................................................................................................................................................1-3
Agenda...........................................................................................................................................................1-4
Daily Business Intelligence Features.............................................................................................................1-5
Daily Business Intelligence Features Parameters .........................................................................................1-8
Business Needs for Daily Business Intelligence............................................................................................1-9
User Reporting Requirements and Daily Business Intelligence ....................................................................1-11
Daily Business Intelligence Relationship in the E-Business Suite ................................................................1-12
Daily Business Intelligence Integration in the E-Business Suite ...................................................................1-13
Summary........................................................................................................................................................1-14
Daily Business Intelligence: Concepts............................................................................................................2-1
Daily Business Intelligence: Concepts ..........................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Overview .......................................................................................................................................................2-5
Dashboards and Regions ...............................................................................................................................2-6
Responsibilities..............................................................................................................................................2-8
Parameters .....................................................................................................................................................2-10
Reports...........................................................................................................................................................2-12
Navigating Daily Business Intelligence.........................................................................................................2-14
Links to Related Dashboards or Reports .......................................................................................................2-15
Drill and Pivot ...............................................................................................................................................2-16
Security..........................................................................................................................................................2-17
Common Features..........................................................................................................................................2-18
Practice 1 .......................................................................................................................................................2-21
Practice - Navigate Daily Business Intelligence ........................................................................................2-22
Solution Navigate Daily Business Intelligence.......................................................................................2-24
Practice 2 .......................................................................................................................................................2-35
Practice - Create a New User.....................................................................................................................2-36
Solution Create a New User....................................................................................................................2-38
Summary........................................................................................................................................................2-40
Daily Business Intelligence: Intelligence Areas.............................................................................................3-1
Daily Business Intelligence: Intelligence Areas ............................................................................................3-2
Objectives ......................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
Overview .......................................................................................................................................................3-5
Financials.......................................................................................................................................................3-6
Human Resources ..........................................................................................................................................3-8
Interaction Center ..........................................................................................................................................3-9
iStore .............................................................................................................................................................3-10
Marketing ......................................................................................................................................................3-11
Product Lifecycle Management.....................................................................................................................3-12
Projects ..........................................................................................................................................................3-13
Procurement...................................................................................................................................................3-14
Quoting ..........................................................................................................................................................3-15
Sales...............................................................................................................................................................3-16
Supply Chain .................................................................................................................................................3-17
Service ...........................................................................................................................................................3-18
Service Contracts...........................................................................................................................................3-20
Summary........................................................................................................................................................3-22
Copyright Oracle Corporation, 2005. All rights reserved.
11i Implement Daily Business Intelligence Table of Contents

i
Daily Business Intelligence: Architecture and Dimensions..........................................................................4-1

Daily Business Intelligence: Architecture and Dimensions...........................................................................4-2
Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-4
Daily Business Intelligence Architecture ......................................................................................................4-5
Daily Business Intelligence Summarization Flow.........................................................................................4-7
AR Revenue Summarization .........................................................................................................................4-8
Comparing Summarization Diagrams and Object Dependencies..................................................................4-10
Practice 1 .......................................................................................................................................................4-11
Practice - View Object Dependencies........................................................................................................4-12
Solution View Object Dependencies ......................................................................................................4-13
Dimensions ....................................................................................................................................................4-15
Common Dimensions ....................................................................................................................................4-16
Securing Data by Parameters.........................................................................................................................4-18
Practice 2 .......................................................................................................................................................4-20
Practice - View Secured Parameters ..........................................................................................................4-21
Solution View Secured Parameters.........................................................................................................4-22
Summary........................................................................................................................................................4-29
Daily Business Intelligence: Setup..................................................................................................................5-1
Daily Business Intelligence: Setup ................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Agenda...........................................................................................................................................................5-5
Implementation Issues Functionality .............................................................................................................5-6
Implementation Issues Time..........................................................................................................................5-7
Implementation Issues Currency ...................................................................................................................5-8
Implementation Issues Security.....................................................................................................................5-9
Prerequisites ..................................................................................................................................................5-10
Prerequisites: Hardware and Software...........................................................................................................5-11
Prerequisites: Create an Implementation Plan ..............................................................................................5-12
Prerequisites: Assign Responsibilities to Implementers ...............................................................................5-13
Prerequisites: Set Up Operating Unit Security .............................................................................................5-14
Practice 1 .......................................................................................................................................................5-16
Practice - Understanding Operating Unit Security ....................................................................................5-17
Solution Understanding Operating Unit Security ...................................................................................5-18
Practice 2 .......................................................................................................................................................5-20
Practice - Create Organizations .................................................................................................................5-21
Solution Create Organizations ................................................................................................................5-22
Practice 3 .......................................................................................................................................................5-26
Practice - Define an Organization Hierarchy.............................................................................................5-27
Solution Define an Organization Hierarchy............................................................................................5-28
Practice 4 .......................................................................................................................................................5-31
Practice - Define a Security Profile ...........................................................................................................5-32
Solution Define a Security Profile ..........................................................................................................5-33
Practice 5 .......................................................................................................................................................5-35
Practice - Run the Security List Maintenance Program .............................................................................5-36
Solution Run the Security List Maintenance Program............................................................................5-37
Practice 6 .......................................................................................................................................................5-38
Practice - Assign the MO: Security Profile Option....................................................................................5-39
Solution Assign the MO: Security Profile Option ..................................................................................5-40
Practice 7 .......................................................................................................................................................5-42
Practice - Verify Operating Unit Security Setup .......................................................................................5-43
Solution Verify Organization Hierarchy.................................................................................................5-44
Prerequisites: Update the Sales Group Hierarchy.........................................................................................5-45
Global Parameters Setup ...............................................................................................................................5-46
Practice 8 .......................................................................................................................................................5-50
Practice - View DBI Global Parameters ....................................................................................................5-51

ii
Solution View DBI Global Parameters...................................................................................................5-52

Dashboard Setup............................................................................................................................................5-53
Practice 9 .......................................................................................................................................................5-54
Practice - View Enable Dashboards Feature..............................................................................................5-55
Solution View Enable Dashboards Feature ............................................................................................5-57
KPI Setup.......................................................................................................................................................5-59
Practice 10 .....................................................................................................................................................5-60
Practice - View Disable KPIs Feature .......................................................................................................5-61
Solution View Disable KPIs Feature ......................................................................................................5-62
Set Up Bucket Sets ........................................................................................................................................5-63
Practice 11 .....................................................................................................................................................5-65
Guided Demonstration - Customize Bucket Sets.......................................................................................5-66
Other Features Setup .....................................................................................................................................5-67
Intelligence Areas Setup ................................................................................................................................5-68
Post Setup Steps ............................................................................................................................................5-70
Set Up Users ..................................................................................................................................................5-71
Create Request Sets .......................................................................................................................................5-72
Practice 12 .....................................................................................................................................................5-74
Practice - Create Request Sets ...................................................................................................................5-75
Solution Create Request Sets..................................................................................................................5-76
Run Initial Request Sets ................................................................................................................................5-78
Enable Web Conferencing.............................................................................................................................5-82
Enable E-Mail................................................................................................................................................5-83
DBI Maintenance and Administration...........................................................................................................5-84
Practice 13 .....................................................................................................................................................5-85
Guided Demonstration - Enableor Disable the Debugging and Detailed Debugging................................5-86
Summary........................................................................................................................................................5-88
Daily Business Intelligence: Configure and Extend......................................................................................6-1
Daily Business Intelligence: Configure and Extend ......................................................................................6-2
Objectives ......................................................................................................................................................6-3
Agenda...........................................................................................................................................................6-4
Configure Dashboards ...................................................................................................................................6-6
Practice 1 .......................................................................................................................................................6-7
Practice - Configure a Dashboard..............................................................................................................6-8
Solution Configure a Dashboard.............................................................................................................6-9
Extend Daily Business Intelligence ...............................................................................................................6-13
Add Custom or Preseeded Content to Dashboards and Reports ....................................................................6-14
Extend Daily Business Intelligence: Prerequisites ........................................................................................6-15
Practice 2 .......................................................................................................................................................6-16
Practice - Create a Custom Application and Menu....................................................................................6-17
Solution Create a Custom Application and Menu ..................................................................................6-18
Practice 3 .......................................................................................................................................................6-22
Practice - Custom Views ...........................................................................................................................6-23
Solution Custom Views ..........................................................................................................................6-24
Create Dimension Objects and Dimensions ..................................................................................................6-25
Create Dimension Objects .............................................................................................................................6-26
Create Dimensions.........................................................................................................................................6-28
Define Dimension Object Relationships........................................................................................................6-29
Practice 4 .......................................................................................................................................................6-31
Practice - Create Custom Dimensions .......................................................................................................6-32
Solution Create Custom Dimensions ......................................................................................................6-33
Create Reports ...............................................................................................................................................6-35
Create Reports: Primary Attributes................................................................................................................6-36
Create Reports: Data Source Mapping ..........................................................................................................6-37
Create Reports: Define Layout ......................................................................................................................6-39
Create Reports: Publish .................................................................................................................................6-41

iii
Practice 5 .......................................................................................................................................................6-42
Practice - Create Custom Report ...............................................................................................................6-43
Solution Create Custom Report ..............................................................................................................6-44
Create Measures ............................................................................................................................................6-50
Practice 6 .......................................................................................................................................................6-52
Practice - Create Custom KPI....................................................................................................................6-53
Solution Create Custom KPI...................................................................................................................6-54
Create Dashboards.........................................................................................................................................6-56
Create Dashboards: Primary Attributes .........................................................................................................6-58
Create Dashboards: Define Layout................................................................................................................6-59
Create Dashboards: Publish...........................................................................................................................6-64
Practice 7 .......................................................................................................................................................6-65
Practice - Create Custom Dashboard .........................................................................................................6-66
Solution Create Custom Dashboard........................................................................................................6-68
Import or Export Dashboards ........................................................................................................................6-74
Summary........................................................................................................................................................6-76
Daily Business Intelligence: Manager Reporting Setup ...............................................................................7-1
Daily Business Intelligence: Manager Reporting Setup .............................................................................7-2
Objectives ......................................................................................................................................................7-3
Agenda...........................................................................................................................................................7-4
Overview .......................................................................................................................................................7-5
Implementation Issues ...................................................................................................................................7-7
Practice 1 .......................................................................................................................................................7-8
Practice - View Manager Hierarchy ..........................................................................................................7-9
Solution View Manager Hierarchy .........................................................................................................7-10
Manager Reporting Prerequisites ..................................................................................................................7-11
Manager Reporting Setup ..............................................................................................................................7-12
HR Profile Options Setup ..............................................................................................................................7-13
HR Profile Options ........................................................................................................................................7-14
Organizations Manual Setup..........................................................................................................................7-16
Practice 2 .......................................................................................................................................................7-18
Practice - Create Employees ......................................................................................................................7-19
Solution Create Employees.....................................................................................................................7-20
Practice 3 .......................................................................................................................................................7-25
Practice - Run HRI Load All Supervisor Hierarchies Program .................................................................7-26
Solution Run HRI Load all Supervisor Hierarchies Program .................................................................7-27
Practice 4 .......................................................................................................................................................7-28
Practice - Create Cost Centers ...................................................................................................................7-29
Solution Create Cost Centers..................................................................................................................7-30
Practice 5 .......................................................................................................................................................7-32
Practice - Associate a Cost Center with an Organization ..........................................................................7-33
Solution Associate a Cost Center with an Organization .........................................................................7-34
Run the Synchronize GL Company Cost Centers with HR Concurrent Program..........................................7-36
Validate Organization Classification .............................................................................................................7-37
Assign Managers to the Organizations ..........................................................................................................7-38
Practice 6 .......................................................................................................................................................7-39
Practice - Assign a Manager to an Organization........................................................................................7-40
Solution Assign a Manager to an Organization ......................................................................................7-41
Run HRI Load All Cost Center Managers.....................................................................................................7-43
Practice 7 .......................................................................................................................................................7-44
Practice - Run Incremental Request Set.....................................................................................................7-45
Solution Run Incremental Request Set ...................................................................................................7-46
Review Manager Reporting Setup.................................................................................................................7-47
Practice 8 .......................................................................................................................................................7-48
Practice - Verify Manager Reporting Setup...............................................................................................7-49
Solution Verify Manager Reporting Setup .............................................................................................7-50

iv
Maintenance and Administration...................................................................................................................7-51

Practice 9 .......................................................................................................................................................7-53
Practice - Add a New Employee to an Existing Manager.........................................................................7-54
Solution Add a New Employee to an Existing Manager ........................................................................7-55
Summary........................................................................................................................................................7-57
Daily Business Intelligence: Item Dimension Reporting Setup....................................................................8-1
Daily Business Intelligence: Item Dimension Reporting Setup..................................................................8-2
Objectives ......................................................................................................................................................8-3
Agenda...........................................................................................................................................................8-4
Overview .......................................................................................................................................................8-5
Item Dimension .............................................................................................................................................8-7
Item Reporting Terms....................................................................................................................................8-8
Practice 1 .......................................................................................................................................................8-11
Practice - Navigate Oracle Inventory and Oracle Advanced Product Catalog...........................................8-12
Solution Navigate Oracle Inventory and Oracle Advanced Product Catalog .........................................8-14
Item Reporting Architecture ..........................................................................................................................8-22
Item Reporting Control Levels ......................................................................................................................8-26
Implementation Issues ...................................................................................................................................8-28
Item Reporting Prerequisites .........................................................................................................................8-31
Product Catalog Hierarchy Setup ..................................................................................................................8-32
Practice 2 .......................................................................................................................................................8-33
Practice - Set up the Product Catalog Hierarchy........................................................................................8-34
Solution Set up the Product Catalog Hierarchy ......................................................................................8-35
DBI Item Dimension Setup Request Set Run ................................................................................................8-38
Practice 3 .......................................................................................................................................................8-41
Practice - Set the Default Category for the Default Catalog......................................................................8-42
Solution Set the Default Category for the Default Catalog.....................................................................8-43
Concurrent Programs.....................................................................................................................................8-46
Summary........................................................................................................................................................8-49
Daily Business Intelligence: Financials Overview.........................................................................................9-1
Daily Business Intelligence: Financials Overview ........................................................................................9-2
Objectives ......................................................................................................................................................9-3
Agenda...........................................................................................................................................................9-4
DBI for Financials: Overview .......................................................................................................................9-5
Business Value of DBI for Financials ...........................................................................................................9-6
Comparison to Management Reporting.........................................................................................................9-7
Security..........................................................................................................................................................9-9
Key Performance Indicator (KPIs) Examples................................................................................................9-10
KPI Examples ................................................................................................................................................9-11
Profit and Loss and Expense Management Dashboard Parameters ..............................................................9-12
Profit and Loss and Expense Management Common Report Headings .......................................................9-14
Profit and Loss and Expense Management- Required Application ..............................................................9-16
Profit and Loss and Expense Management- Optional Applications .............................................................9-17
DBI for Financials Dashboards .....................................................................................................................9-19
Profit and Loss Dashboards ...........................................................................................................................9-21
Profit and Loss Dashboard.............................................................................................................................9-23
Practice 1 .......................................................................................................................................................9-24
Practice - Profit and Loss by Manager Dashboard ....................................................................................9-25
Solution Profit and Loss by Manager Dashboard ...................................................................................9-26
Expense Management Dashboard..................................................................................................................9-31
Practice 2 .......................................................................................................................................................9-33
Practice - Expense Summary Dashboard...................................................................................................9-34
Solution Expenses Management Dashboard...........................................................................................9-35

v
Payables Management and Status Dashboards ..............................................................................................9-42

Payables Management Dashboard .................................................................................................................9-44
Practice 3 .......................................................................................................................................................9-45
Practice - Payables Management Dashboard .............................................................................................9-46
Solution Payables Management Dashboard............................................................................................9-47
Practice 4 .......................................................................................................................................................9-50
Practice - Payables Invoice Case Study .....................................................................................................9-51
Solution Payables Invoice Case Study....................................................................................................9-52
Summary........................................................................................................................................................9-65
Daily Business Intelligence: Financials Setup ...............................................................................................10-1
Daily Business Intelligence: Financials Setup..............................................................................................10-2
Objectives ......................................................................................................................................................10-3
Agenda...........................................................................................................................................................10-4
DBI for Financials Dashboards .....................................................................................................................10-5
Concepts - Dimensions..................................................................................................................................10-7
Concepts - Financial Category.......................................................................................................................10-8
Concepts Line of Business..........................................................................................................................10-9
Concepts - Product Category .........................................................................................................................10-10
Concepts - Master Value Set .........................................................................................................................10-11
Concepts - Local Value Set ...........................................................................................................................10-12
Profit and Loss and Expense Management Set Up Checklist Implementation Considerations ..................10-13
Profit and Loss and Expense Management Set Up Checklist Prerequisites ...............................................10-15
Profit and Loss and Expense Management Set Up Checklist Setup Steps .................................................10-18
Profit and Loss and Expense Management - 1. Define Financial Dimensions ..............................................10-20
Practice 1 .......................................................................................................................................................10-21
Practice - FII Setup Home Page and Tabs .................................................................................................10-22
Solution FII Setup Home Page and Tabs................................................................................................10-23
Practice 2 .......................................................................................................................................................10-25
Practice - View Line of Business Dimension ............................................................................................10-26
Solution View Line of Business Dimension............................................................................................10-27
Practice 3 .......................................................................................................................................................10-29
Guided Demonstration - Understand Line of Business Dimension ...........................................................10-30
Practice 4 .......................................................................................................................................................10-33
Practice - View Financial Categories Dimension ......................................................................................10-34
Solution View Financial Categories Dimension.....................................................................................10-35
Practice 5 .......................................................................................................................................................10-37
Guided Demonstration - Understand Financial Categories Dimension .....................................................10-38
Set Up Profit & Loss and Expense Management - 2. Define Source Ledger Groups....................................10-42
Practice 6 .......................................................................................................................................................10-44
Practice - Source Ledger Group.................................................................................................................10-45
Solution Source Ledger Group ...............................................................................................................10-46
Set Up Profit & Loss and Expense Management - 2a. Add Ledgers to Source Ledger Groups .................10-48
Set Up Profit & Loss and Expense Management - 2b. Define Dimension Mapping Rules...........................10-50
Set Up Profit & Loss and Expense Management 3. Define and Manage Values and Hierarchies .............10-52
Set Up Profit and Loss and Expense Management Final Steps ..................................................................10-54
Payables Set Up Checklist Implementation Considerations .......................................................................10-56
Payables Set Up Checklist Prerequisites ...................................................................................................10-57
Payables Set Up Checklist Setup Steps ......................................................................................................10-58
Reconciliation................................................................................................................................................10-59
Common Problems ........................................................................................................................................10-63
Summary........................................................................................................................................................10-64
Daily Business Intelligence: Human Resources Overview ...........................................................................11-1
Daily Business Intelligence: Human Resources Overview............................................................................11-2
Objectives ......................................................................................................................................................11-3
Agenda...........................................................................................................................................................11-4
Human Resources Intelligence for Daily Business Intelligence ....................................................................11-5

vi
HRI Responsibilities and Roles .....................................................................................................................11-6

HR Intelligence Data Security .......................................................................................................................11-7
Viewing the HR Management Dashboard .....................................................................................................11-8
HR Management Dashboard Key Performance Indicators (KPIs) ................................................................11-10
HR Management Dashboard Common Report Headings ..............................................................................11-12
Practice - HR Management Page ...............................................................................................................11-13
Solution HR Management Dashboard ....................................................................................................11-14
Summary........................................................................................................................................................11-19
Daily Business Intelligence: Human Resources Setup..................................................................................12-1
Daily Business Intelligence: Human Resources Setup ..................................................................................12-2
Objectives ......................................................................................................................................................12-3
Agenda...........................................................................................................................................................12-4
HR Management Dashboard Required Prerequisites.....................................................................................12-5
Setting Up the HR Management Dashboard..................................................................................................12-6
1. Enable the Payroll Events Model...............................................................................................................12-7
Guided Demonstration - Ensure Dynamic Triggers are Enabled and Generated.......................................12-9
Guided Demonstration - Ensure Triggers are Activated for Business Groups ..........................................12-10
Guided Demonstration - Ensure Event Groups Are Present......................................................................12-11
Practice - Enable the Payroll Events Model ..............................................................................................12-12
Solution Enable the Payroll Events Model .............................................................................................12-14
2. Verify and Optionally Modify Formulas ...................................................................................................12-18
Guided Demonstration - Verify or Modify Formulas ................................................................................12-20
3. Set Up Supervisor Hierarchy .....................................................................................................................12-21
Post-Setup Steps ............................................................................................................................................12-23
Summary........................................................................................................................................................12-25
Daily Business Intelligence: Procurement Overview....................................................................................13-1
Daily Business Intelligence: Procurement Overview ....................................................................................13-2
Objectives ......................................................................................................................................................13-3
Agenda...........................................................................................................................................................13-4
DBI for Procurement Overview.....................................................................................................................13-5
Business Value of DBI for Procurement .......................................................................................................13-6
Security..........................................................................................................................................................13-9
Key Performance Indicators Procurement Management ...............................................................................13-11
Key Performance Indicators Procure-to-Pay Management ...........................................................................13-13
Key Performance Indicators Commodity Spend Management......................................................................13-14
Key Performance Indicators Commodity Supplier Management ..................................................................13-16
Required Oracle Applications........................................................................................................................13-18
Optional Oracle Applications ........................................................................................................................13-19
DBI for Procurement Dashboards .................................................................................................................13-20
Parameters .....................................................................................................................................................13-21
Procurement Management Dashboard...........................................................................................................13-26
Procurement Management Reports................................................................................................................13-28
Practice 1 .......................................................................................................................................................13-29
Practice-Examining Contract Leakage ......................................................................................................13-30
Solution Examining Contract Leakage ...................................................................................................13-32
Procure-to-Pay Management Dashboard .......................................................................................................13-34
Procure-to-Pay Management Reports............................................................................................................13-36
Practice 2 .......................................................................................................................................................13-37
Practice - Examining Manual Invoice Trends ...........................................................................................13-38
Solution Examining Manual Invoice Trends ..........................................................................................13-39
Commodity Spend Management Dashboard .................................................................................................13-41
Commodity Spend Management Reports ......................................................................................................13-44
Practice 3 .......................................................................................................................................................13-45
Practice - Viewing Reports and the Underlying Purchase Orders .............................................................13-46
Solution Viewing Reports and the Underlying Purchase Orders............................................................13-48

vii
Commodity Supplier Management Dashboard..............................................................................................13-52

Practice 4 .......................................................................................................................................................13-55
Practice - Receipt Date Exceptions............................................................................................................13-56
Solution Receipt Date Exceptions ..........................................................................................................13-57
Commodity Supplier Management Reports...................................................................................................13-60
Summary........................................................................................................................................................13-61
Daily Business Intelligence: Procurement Setup ..........................................................................................14-1
Daily Business Intelligence: Procurement Setup...........................................................................................14-2
Objectives ......................................................................................................................................................14-3
Agenda...........................................................................................................................................................14-4
DBI for Procurement Dashboards .................................................................................................................14-5
DBI for Procurement Concepts .....................................................................................................................14-9
Implementation Considerations .....................................................................................................................14-11
Prerequisites ..................................................................................................................................................14-13
Setup..............................................................................................................................................................14-16
Practice 1 .......................................................................................................................................................14-17
Practice - Creating Commodities...............................................................................................................14-18
Solution Creating Commodities..............................................................................................................14-19
Summary........................................................................................................................................................14-25
Daily Business Intelligence: Marketing Overview ........................................................................................15-1
Daily Business Intelligence: Marketing Overview ........................................................................................15-2
Objectives ......................................................................................................................................................15-3
Agenda...........................................................................................................................................................15-4
What is Daily Business Intelligence (DBI) for Marketing?...........................................................................15-5
Business Need ...............................................................................................................................................15-6
DBI for Marketing Dashboards .....................................................................................................................15-9
Marketing Management Dashboard...............................................................................................................15-10
KPIs Marketing Management.....................................................................................................................15-11
Practice 1 .......................................................................................................................................................15-15
Practice - Navigate Marketing Management Dashboard ...........................................................................15-16
Solution Navigate Marketing Management Dashboard..........................................................................15-17
Lead Management Dashboard .......................................................................................................................15-22
KPIs Lead Management .............................................................................................................................15-24
KPI Trends and Analysis ...............................................................................................................................15-26
Sales and Marketing Alignment Reports .......................................................................................................15-28
Marketing Effectiveness Reports...................................................................................................................15-30
Lead Generation Reports Description............................................................................................................15-32
Lead Conversion Reports Description...........................................................................................................15-34
Marketing Budgets Reports Description........................................................................................................15-36
Practice 2 .......................................................................................................................................................15-38
Practice - Navigate Lead Management Dashboard....................................................................................15-39
Solution Navigate Lead Management Dashboard ..................................................................................15-40
Security - Marketing Management Dashboard ..............................................................................................15-42
Security - Lead Management Dashboard.......................................................................................................15-43
Summary........................................................................................................................................................15-44
Daily Business Intelligence: Marketing Setup...............................................................................................16-1
Daily Business Intelligence: Marketing Setup...............................................................................................16-2
Objectives ......................................................................................................................................................16-3
Agenda...........................................................................................................................................................16-4
Prerequisites ..................................................................................................................................................16-6
DBI for Marketing Setups .............................................................................................................................16-7
Regions ..........................................................................................................................................................16-8

viii
Setting Up Regions........................................................................................................................................16-10
Example - Mapping Countries.......................................................................................................................16-11
Practice 1 .......................................................................................................................................................16-12
Practice - Setting Up Regions....................................................................................................................16-13
Solution Setting Up Regions...................................................................................................................16-14
Lead Quality Ranks .......................................................................................................................................16-15
Setting Up Lead Quality Ranks .....................................................................................................................16-16
Practice 2 .......................................................................................................................................................16-17
Practice - Setting Up Lead Quality Ranks .................................................................................................16-18
Solution Setting Up Lead Quality Ranks................................................................................................16-19
Setting Up Profiles.........................................................................................................................................16-20
Practice 3 .......................................................................................................................................................16-21
Practice - Setting Up Profiles.....................................................................................................................16-22
Solution Setting Up Profiles ...................................................................................................................16-23
Summary........................................................................................................................................................16-26
Daily Business Intelligence: Projects Overview ............................................................................................17-1
Daily Business Intelligence: Projects Overview...........................................................................................17-2
Objectives ......................................................................................................................................................17-3
Agenda...........................................................................................................................................................17-4
Daily Business Intelligence for Projects Overview .......................................................................................17-5
Critical questions answered by PJI ................................................................................................................17-7
PJI Responsibilities........................................................................................................................................17-8
PJI Data Security ...........................................................................................................................................17-15
Common Dashboard Parameters ...................................................................................................................17-16
Report Types .................................................................................................................................................17-18
Projects Profitability Management Key Performance Indicators (KPIs) .....................................................17-20
Projects Operations Management Key Performance Indicators (KPIs)........................................................17-22
Projects Operations Management Key Performance Indicators (KPIs).........................................................17-24
Capital Projects Cost Management Key Performance Indicators (KPIs) .....................................................17-26
Contract Projects Cost Management Key Performance Indicators (KPIs) ...................................................17-27
Contract Projects Cost Management Key Performance Indicators (KPIs) ....................................................17-28
Projects Profitability Management ................................................................................................................17-29
Projects Profitability Overview Report..........................................................................................................17-31
Projects Operations Management ..................................................................................................................17-33
Projects Bookings and Backlog Summary.....................................................................................................17-35
Capital Projects Cost Management................................................................................................................17-37
Capital Projects Cost Summary Report .........................................................................................................17-39
Contract Projects Cost Management..............................................................................................................17-41
Practice 1 .......................................................................................................................................................17-43
Practice - Projects Profitability Management Dashboard ..........................................................................17-44
Solution Practice - Projects Profitability Management Dashboard.........................................................17-45
Summary........................................................................................................................................................17-49
Daily Business Intelligence: Projects Setup...................................................................................................18-1
Daily Business Intelligence: Projects Setup ..................................................................................................18-2
Objectives ......................................................................................................................................................18-3
Agenda...........................................................................................................................................................18-4
Required Prerequisites...................................................................................................................................18-5
Project Intelligence Application Dependencies ............................................................................................18-7
Implementing Project Intelligence.................................................................................................................18-8
Setting Up Security Profiles ..........................................................................................................................18-9
Setting Up Project Intelligence Reporting ....................................................................................................18-11
Setting Up Reporting Plan Types .................................................................................................................18-13
Setting Up Cost and Labor Units..................................................................................................................18-15
Setting Up Availability Thresholds ..............................................................................................................18-16
Concurrent Processes.....................................................................................................................................18-18

ix
Setting Profile Options ..................................................................................................................................18-20

Practice 1 .......................................................................................................................................................18-21
Practice - Set Up Projects Intelligence.......................................................................................................18-22
Solution Set up Projects Intelligence ......................................................................................................18-23
Summary........................................................................................................................................................18-24
Daily Business Intelligence: Sales Overview..................................................................................................19-1
Daily Business Intelligence: Sales Overview ................................................................................................19-2
Objectives ......................................................................................................................................................19-3
Agenda...........................................................................................................................................................19-4
DBI for Sales Overview ................................................................................................................................19-5
Business Value of DBI for Sales ...................................................................................................................19-7
DBI for Sales Responsibilities.......................................................................................................................19-8
DBI for Sales Security...................................................................................................................................19-9
DBI for Sales Key Performance Indicators (KPIs).......................................................................................19-11
DBI for Sales Required and Optional Applications......................................................................................19-13
DBI for Sales Dashboards .............................................................................................................................19-14
Sales Management Dashboard.......................................................................................................................19-15
Opportunity Management Dashboard............................................................................................................19-17
Practice 1 .......................................................................................................................................................19-20
Practice - Navigate DBI for Sales Dashboards ..........................................................................................19-21
Solution Navigate DBI for Sales Dashboards.........................................................................................19-22
DBI for Sales Key Terms and Definitions.....................................................................................................19-26
Summary........................................................................................................................................................19-30
Daily Business Intelligence: Sales Setup ........................................................................................................20-1
Daily Business Intelligence: Sales Setup.......................................................................................................20-2
Objectives ......................................................................................................................................................20-3
Agenda...........................................................................................................................................................20-4
DBI for Sales Dashboard ...............................................................................................................................20-5
Prerequisites ..................................................................................................................................................20-11
Setup Steps Overview....................................................................................................................................20-12
Set Profile Options.........................................................................................................................................20-13
Practice 1 .......................................................................................................................................................20-16
Practice - Set Profile Options for DBI for Sales ........................................................................................20-17
Solution - Set Profile Options for DBI for Sales .......................................................................................20-18
Set Sales Usage Attribute ..............................................................................................................................20-19
Practice 2 .......................................................................................................................................................20-20
Practice - Verify Sales Usage Flag ............................................................................................................20-21
Solution - Verify Sales Usage Flag............................................................................................................20-22
Run Opportunity Log Tables Initial Load .....................................................................................................20-23
Practice 3 .......................................................................................................................................................20-24
Practice - Run Initial Load of Opportunity Log Tables Program ..............................................................20-25
Solution Run Initial Load of Opportunity Log Tables Program .............................................................20-26
Post-Implementation Steps ............................................................................................................................20-27
Summary........................................................................................................................................................20-28
Daily Business Intelligence: Quoting Overview ............................................................................................21-1
Daily Business Intelligence: Quoting Overview............................................................................................21-2
Objectives ......................................................................................................................................................21-3
Agenda...........................................................................................................................................................21-4
DBI for Quoting Overview............................................................................................................................21-5
Business Value of DBI for Quoting...............................................................................................................21-7
DBI for Quoting Responsibilities ..................................................................................................................21-8
DBI for Quoting Security ..............................................................................................................................21-9
DBI for Quoting Key Performance Indicators (KPIs) ..................................................................................21-10
DBI for Quoting Required and Optional Applications .................................................................................21-12

x
Quote Management Dashboard .....................................................................................................................21-13

Practice 1 .......................................................................................................................................................21-16
Practice - Navigate Quote Management Dashboard ..................................................................................21-17
Solution Navigate Quote Management Dashboard.................................................................................21-18
DBI for Quoting Key Terms and Definitions ................................................................................................21-20
Summary........................................................................................................................................................21-23
Daily Business Intelligence: Quoting Setup...................................................................................................22-1
Daily Business Intelligence: Quoting Setup ..................................................................................................22-2
Objectives ......................................................................................................................................................22-3
Agenda...........................................................................................................................................................22-4
DBI for Quoting Dashboard ..........................................................................................................................22-5
Prerequisites ..................................................................................................................................................22-7
Setup Steps ....................................................................................................................................................22-8
Summary........................................................................................................................................................22-10
Daily Business Intelligence: iStore Overview ................................................................................................23-1
Daily Business Intelligence: iStore Overview ..............................................................................................23-2
Objectives ......................................................................................................................................................23-3
Agenda...........................................................................................................................................................23-4
Business Value of DBI for iStore ..................................................................................................................23-5
DBI for iStore Overview ...............................................................................................................................23-6
DBI for iStore Responsibilities......................................................................................................................23-9
DBI for iStore Security..................................................................................................................................23-10
DBI for iStore Key Performance Indicators (KPIs)......................................................................................23-11
DBI for iStore Required and Optional Applications.....................................................................................23-13
DBI for iStore Dashboards ............................................................................................................................23-14
Store Management Dashboard.......................................................................................................................23-15
Store Top Activity Dashboard .......................................................................................................................23-17
Practice 1 .......................................................................................................................................................23-19
Practice - Navigate DBI for iStore Dashboards .........................................................................................23-20
Solution Navigate DBI for iStore Dashboards........................................................................................23-21
DBI for iStore Key Terms and Definitions....................................................................................................23-23
Summary........................................................................................................................................................23-25
Daily Business Intelligence: iStore Setup.......................................................................................................24-1
Daily Business Intelligence: iStore Setup......................................................................................................24-2
Objectives ......................................................................................................................................................24-3
Agenda...........................................................................................................................................................24-4
DBI for iStore Dashboards ............................................................................................................................24-5
Prerequisites ..................................................................................................................................................24-9
Setup Steps Overview....................................................................................................................................24-10
Set Profile Options.........................................................................................................................................24-11
Practice 1 .......................................................................................................................................................24-13
Practice - View Profile Options for DBI for iStore ...................................................................................24-14
Solution View Profile Options for DBI for iStore ..................................................................................24-15
Run Minisite Migration Program...................................................................................................................24-16
Practice 2 .......................................................................................................................................................24-19
Practice - Run Minisite Migration Program...............................................................................................24-20
Solution - Run Minisite Migration Program..............................................................................................24-21
Summary........................................................................................................................................................24-23

xi

11i Implement Daily Business Intelligence: D17008GC30 Edition 3.0 April 2005 D 41605

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11i Implement Daily Business

Copyright 2003, 2005, Oracle. All rights reserved.

11i Implement Daily Business Intelligence Table of Contents

Daily Business Intelligence: Architecture and Dimensions..........................................................................4-1

11i Implement Daily Business Intelligence Table of Contents

Solution View DBI Global Parameters...................................................................................................5-52

11i Implement Daily Business Intelligence Table of Contents

11i Implement Daily Business Intelligence Table of Contents

Maintenance and Administration...................................................................................................................7-51

11i Implement Daily Business Intelligence Table of Contents

Payables Management and Status Dashboards ..............................................................................................9-42

11i Implement Daily Business Intelligence Table of Contents

HRI Responsibilities and Roles .....................................................................................................................11-6

11i Implement Daily Business Intelligence Table of Contents

Commodity Supplier Management Dashboard..............................................................................................13-52

11i Implement Daily Business Intelligence Table of Contents

11i Implement Daily Business Intelligence Table of Contents

Setting Profile Options ..................................................................................................................................18-20

11i Implement Daily Business Intelligence Table of Contents

Quote Management Dashboard .....................................................................................................................21-13

Copyright Oracle Corporation, 2005. All rights reserved.

11i Implement Daily Business Intelligence Table of Contents

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