Identify The Flexfield Segment
The first step is to identify the flexfield segment that you want to enable for BI. In this example, in the Legislative section of the Manage Person page, a Political Party segment has already been defined. Here you can populate political party affiliation for your workers.
Define The Flexfield Segment
The next step is to define the flexfield segment to enable it for BI. From the HCM Cloud application home page, use Navigator to navigate to Setup and Maintenance to open the Setup and Maintenance page. You must have sufficient security privileges to access this page. On the All Tasks tab, search for the Define Flexfields task. Expand Define Flexfields to view the different types of flexfields that are available for configuration. In this example, we want to configure a descriptive flexfield. So let’s click the Go To Task icon for Manage Descriptive Flexfields to open the Manage Descriptive Flexfields page. Once you have selected the type of flexfield you want to manage, you can search for the flexfield you want to work with by name, flexfield code, or module. You can use the HCM Cloud documentation to identify the flexfields that you can use with BI.
The documentation identifies: The flexfield name and code. The Oracle HCM Cloud page where the flexfield appears, and the BI folder that contains the flexfield after you import it. The flexfield we have identified is the Person Legislative Attributes flexfield, which appears in the Legislative section of the Manage Person page. So let’s search for the Person Legislative Attributes flexfield, select it, and then click the Edit icon on the toolbar. In this example, you can see that the Political Party segment has already been defined for the Person Legislative Attributes flexfield. Now we want to enable this flexfield for Business Intelligence, so that we can create analyses that include the Political Party flexfield segment. To do that, we click the Edit icon to open the Edit Segment page, and then check the BI Enabled option. Now let’s select Save and Close to return to the Edit Descriptive Flexfield page, and then click Save and Close again to return to the Manage Descriptive Flexfields page.
Deploy The Flexfield
The next step is to deploy the flexfield. On the Manage Descriptive Flexfields page, select the Person Legislative Attributes flexfield that we have been working with and notice at this point that the Deployment Status is “Edited”. is “Edited”. To deploy the flexfield, click the Deploy Flexfield button in the toolbar. Click OK to close the confirmation window and then click Done to return to the Setup and Maintenance Overview page.
Run The Process
The next step is to schedule and run the process to import the descriptive flexfield segment and the data into BI. Let’s return to the home page, and use Navigator to select Scheduled Processes. You must have sufficient security privileges to access this page. Then select the Schedule New Process button on the Scheduled Processes page. In the Schedule New Process dialog, locate the process named “Import Oracle Fusion Data Extensions for Transactional Business Intelligence” and select OK and then Submit the job and click OK to confirm. Initially the process will display with a status of “Running.” It may take a while for the process to complete. Click Refresh to monitor the process until it completes.
The last step is to verify our work by creating a new analysis that includes the flexfield segment. Let’s return to the home page and use Navigator to select the Reports and Analytics option. Then we select the Browse Catalog icon to open the BI catalog. Then we’ll create a new analysis using the subject area that includes the flexfield that we have defined. In this example, we select the Workforce Management – Person Real Time subject area. From the Person Address folder, let’s add City to the analysis and set the filter to Redwood City. From the Person Names folder, let’s add Display Name to the analysis. In the Person Legislative Information folder, notice that the new Political Party flexfield segment that we defined is now available to include in an analysis. Let’s add Political Party to the analysis, click Results, and confirm that the data is imported. That concludes this tutorial on how to enable descriptive flexfields for Business Intelligence in Oracle Fusion HCM Cloud.