8/3/2018 Document 2136813.

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Copyright (c) 2018, Oracle. All rights reserved. Oracle Confidential.

Maintaining Budgetary Control Cubes (Doc ID 2136813.1)

In this Document

Goal
Solution

APPLIES TO:

Oracle Fusion Budgetary Control - Version 11.1.10.0.0 and later

Information in this document applies to any platform.

GOAL

This note explains how to use the suite of budgetary control Essbase cube processes to maintain your budgetary control
cubes. It’s important to keep your budgetary control cubes with up to date balances so that reporting and inquiry are accurate
and reliable.

SOLUTION

Budgetary control cubes maintenance includes:

Automatic Synchronization Processes

Prepare Control Budget Definition
Transfer Budget Balances to Budget Cubes Continuously
Manual Synchronization Processes
Rebuild Budget Calendar Dimension
Rebuild Budget Chart of Accounts Dimension
Rebuild Control Budget Dimension
Create Budgetary Control Balances Cube
Transfer Control Budget Balances to Essbase
Prepare Control Budget Balances Cube by Control Budget

Automatic Synchronization Processes

To create and maintain your budgetary control cubes automatically, use the following actions:

Action Automatic Process

Select Prepare for Use from the Action menu for a Prepare Control Budget Definition
control budget

Perform one of the following: Transfer Budget Balances to Budget Cubes

Continuously
1. Budget import
2. Manual budgetary control validation on Note: If this process is not scheduled, the budget
transactions, or as part of an approval, validation, import or budgetary control validation process will
or posting start it.

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For more information on configuring the Transfer Budget Balances to Budget Cubes Continuously process, see the following
support notes:

Setting the Transfer Intervals for Your Budgetary Control Balances to the Essbase Cube - Releases 9 and 10 (Doc ID
1987443.1)

Setting the Transfer Intervals for Your Budgetary Control Balances to the Essbase Cube - Release 11 and Later (Doc ID
2123708.1)

Manual Synchronization Processes

The following table provides the processes you must run to create and maintain your budgetary control cube based on
different scenarios. Cube maintenance is required when new values are added to a cube, trees are modified, or when an
automatic synchronization process does not complete successfully.

Scenario Manual Process

Periods are added to an existing calendar that is used by a Rebuild Budget Calendar Dimension
control budget

New detail values are added to a segment value set that Rebuild Budget Chart of Accounts Dimension
is used in a control budget segment that doesn’t use trees

The control budget doesn’t appear in the list of
values for:
Create Budget Account Group page
Review Budget Balances page
Enter Budget Amount in Spreadsheets
SmartView, Financial Reports
A control budget doesn’t have a corresponding
budgetary control cube. To confirm this, query the
control budget in the Edit Control Budget page and
hover over the control budget name. The budget
chart of accounts name is displayed, which is a
parameter for the Create Budgetary Control
Balances Cube process. If the name is blank, the
control budget isn’t associated with a cube.
Create Budgetary Control Balances Cube, if the
control budget doesn’t share a calendar and budget
chart of accounts of an existing cube.
Rebuild Control Budget Dimension, if the control
budget shares a calendar and budget chart of
accounts of an existing cube.
If you’re uncertain whether you should run the
Create Budgetary Control Balances Cube or the
Rebuild Control Budget Dimension, submit the
Prepare Control Budget Balances Cube by Control
Budget process, which will determine the correct
process to submit.

The Transfer Budget Balances to Budget Cubes Transfer Control Budget Balances to Essbase
Continuously process didn’t complete successfully AND
one of the following is completed:

Budget Import
Budgetary Control Validation
Rebuild Budget Calendar Dimension
Rebuild Budget Chart of Accounts Dimension
Rebuild Control Budget Dimension

Changes/additions to trees/tree labels used for control Follow the steps in the support note: Managing Tree
budgets, such as: Hierarchies in Oracle Fusion Budgetary Control (Doc
ID 2014771.1)
Create a new tree structure, tree labels, tree and
tree version that are used by a control budget
Update an existing tree version that is used by a
control budget
Create a new tree version of an existing tree to be
used by a control budget

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Add labels to an existing tree and tree version that
is used by a control budget
Budgetary Control Cube Programs Explained
The following table describes the programs used to maintain your budgetary control cube.
Program Name
Prepare Control Budget Definition
Prepare Control Budget Balances Cube by
Control Budget
Create Budgetary Control Balances Cube
Transfer Budget Balances to Budget Cubes
Continuously
Transfer Control Budget Balances to Essbase
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Parameters
N/A (automatic process)
Control Budget
Budget Chart of Accounts
Tip: Hover over the name of
the control budget in the Edit
Control Budget page to obtain
the budget chart of accounts
name.
Control Budget Calendar
From Period
Tip: It’s recommended that you
use the earliest period with
balances for your control
budgets in the cube.
N/A (automatic process)
Control Budget
From Budget Period
Tip: It’s recommended that you transfer budget balances to the
use the earliest period with
balances for your control
budgets in the cube.
Description
Automatically submitted when you select
the Prepare for Use action for a control
budget. It determines and submits the
proper subprocesses to:
Create a cube for a new control
budget, or add a new control
budget to an existing cube
Rebuild dimensions
Transfer balances to the cube
Same process as above, except that you
can manually submit this process for a
control budget.
Creates a cube for control budgets
matching the budget chart of accounts
and budget calendar parameters.
Configure this process to continuously
transfer balance changes to the
budgetary control cubes, which ensures
your cubes have up to date balances. If
this process isn’t already running, it will
start automatically when the budget
import process completes.
If the Transfer Budget Balances to
Budget Cubes Continuously process didn’t
run successfully, submit this process to
budgetary control cube. Run this process
after importing and adjusting budgets,
after performing budgetary control
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validation on a transaction, or after

running one of the rebuild dimension
programs.

Rebuild Budget Calendar Dimension Budget Calendar If the calendar used by a control budget
is changed, for example, periods are
added in GL, this process updates the
calendar cube dimension members.

Rebuild Budget Chart of Accounts Dimension Value Set If a segment value set of a control
budget changes, for example, new values
Tip: Use the value set assigned are added, this process updates the
to the budget chart of account budgetary control chart of account cube
segment. dimension members.
Publish detail values only

Rebuild Control Budget Dimension None If a newly created control budget should
belong to an existing cube, this process
updates the control budget with the cube
dimension members.

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