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POA: DBI Setup Steps for Procurement Intelligence [ID 286936.

1]
Modified 01-MAY-2009

Type BULLETIN

Status PUBLISHED

PURPOSE
------To give a detailed overview of the steps to setup DBI.
SCOPE & APPLICATION
------------------To any professional involved in DBI implementation.
DBI Setup Steps
----------------------------To implement DBI the steps to execute are:
1. Enable the DBI pages:
1.1 Go to Business Intelligence Administrator responsibility > Setup:
Global> Parameters > Dashboards
or
Business Intelligence Administrator responsibility > Setup: Global >
Define Parameters > Content
. Choose Functional Area Purchasing and click Go.
1.2 Choose the dashboards to use. Currently, the dashboards in Procurement
are:
Commodity Spend Management
Commodity Supplier Management
Procure-to-Pay Management
Procurement Management
Procurement Status
**
Procurement Performance Management
**
Cost Center Spend Management (rel 12)
Sourcing Management
Supplier Management
1.3 Check and click apply
2. Set profile options:
FII: DBI Payables Expenses Implementation to yes
FII: DBI Payables Operations Implementation to yes
MO : Security Profile at User level
3. Set the parameters:
3.1 Go to Business Intelligence Administrator responsibility > Setup:
Global > Parameters
3.2 Enter the parameters
Enterprise Calendar, Global Start Date are required.

4. Set the Financial Dimensions:


4.1 Go to Business Intelligence Administrator responsibility > Setup:
Financial Intelligence >
Financial Dimension Setup.
4.2 Click Source Ledger Groups tab.
4.3 Add a ledger for the operating unit in Financials Intelligence Group.
5. Set the commodities:
5.1 Go to Purchasing responsibility > Setup > Items > Commodities >
Commodities
5.2 Click Enter Commodity
5.3 Enter Commodity Code, Name and Description
5.4 Click Assign Categories
5.5 Select the categories
5.6 Click Apply
5.7 Click Person Assignments
5.8 Select Person
5.9 Assign Person & Assign Roles (Commodity Manager)
5.10 Click Finish Assign Person
5.11 Apply
6. Create a Initial Request Set:
6.1 Go to Business Intelligence Administrator responsibility > Request set
generator > Generate Request Set
Or
Business Intelligence Administrator responsibility > Define Parameters
> Request Sets
Or
Business Intelligence Administrator responsibility > Data Summarization
> Request Sets >
Administer Request Sets (rel 12)
6.2 Click GO to get the list of all pages chosen in 1.
Or
In rel 12 click Add Content, choose functional area Purchasing.
6.3 Expand the pages to see the included pages.
6.4 Enter a name for request set and code.
6.5 Choose Initial Refresh for the first run.
6.6 Choose the pages to add to the report set.
6.7 Click Create
7. Run the Initial Refresh:
7.1 Go to Business Intelligence Administrator responsibility > Daily
Processing > Run
7.2 Choose Request Set.
7.3 Choose the request set previously created.
7.4 Choose Request Set option
8. Truncating table if Initial Request fails:
8.1 If Initial Request fails, manually truncate the POA Item dimension
using the SQL script
$POA_TOP/patch/115/sql/poadbitruncitems.sql.
8.2 Enter value for 1: POA.

8.3 Re-run the initial request.


9. Incremental Request:
9.1 Go to Business Intelligence Administrator responsibility > Request set
generator > Generate Request Set
9.2 Click GO.
9.3 Create the request choosing Incremental Refresh.
10. Run the Incremental Refresh:
10.1 Go to Business Intelligence Administrator responsibility > Daily
Processing > Run
10.2 Choose Request Set.
10.3 Choose the request set previously created.
10.4 Choose Request Set option
The incremental refresh can be scheduled to run in a periodic basis. No
need to run
the incremental request right after the initial load.
11. To see the reports:
11.1 Add responsibilities to the user:
. Daily Commodity Intelligence
. Daily Procurement Intelligence
. Daily Procurement Spend Intelligence (rel 12.0)
( ** - these are new dashboards in DBI 7.1 release :

Family Pack E )

12. After done all the above, and the data is loaded but not showing up in the
reports,
check the Security Profile setup.
Please see note below in the steps to execute/check for Security Profile:
Note 316829.1 - No Data Found In Procurement DBI Reports: Missing
Security Setup.
13. To view the request set information for DBI initial or incremental load
13.1 Go to Business Intelligence Administrator responsibility
13.2 Go to Data Summarization : Request Sets > Administer Request Sets
13.3 Search for the report or dashboard you are looking for e.g. - NonContract Purchases
This will return the request set that the report is included in e.g.
ST Non-Contract Purchases
13.4
13.5
13.6
13.7

Then from Business Intelligence Administrator responsibility


Go to View Request Sets
Select specific requests
Select Name: for example ST Non-Contract Purchases - Find
This will show request sets run or pending
13.8 Then select view details for a request id
This will show date submitted and schedule information
13.9 Click on schedule for full schedule details
13.10 Click View Log to see the concurrent request log information.
13.11 Click View Output to see the validation report. This is generated
only when there is a validation error detected by the code.

If the data is not shown or the Operating Unit LOV is not listing the
organizations
please see Note 316829.1 - No Data Found In Procurement DBI Reports: Missing
Security
RELATED DOCUMENTS
----------------Oracle E-Business Intelligence Daily Business Intelligence Implementation
Guide
Note
Note
Note
Note

286841.1
286846.1
316829.1
412839.1

DBI FAQ - Setup and Troubleshooting


Script to troubleshoot Commodity categories
No Data Found In Procurement DBI Reports: Missing Security
How to Get Debug Log Files or Trace Files in DBI