FDI Financial categories - Mapping options

Victor H

If we want to use the pre-packaged KPIs and metrics tied to financial categories (e.g. CAPEX ratio) and the source ERP does not have individual mapping between accounts and financial categories:

Question #1: Can the mapping be set in FDI only via CSV upload? Is there a way to update an internal table with the individual account→ financial category mapping?

Question #2 If we only want to upload the mappings but not replace the categories. Must we select ('Y') in the  "Allow Financial Category Upload " ERP reporting parameter?

Mallikarjuna Kuppauru-Oracle

Hi @Victor H

Yes, Option 2 will replace the mappings Only.

are there plans to create an API for this —> this is an Good question, can you raise an Ideas Lab Request for this.

Regards,

Arjun

Subha_Tripathy-Oracle

Hi @Victor H ,

Thank you for visiting and posting in Fusion Analytics Warehouse(FAW)/ Fusion Data Intelligence(FDI) Product Community Page.

I would like to request @Ramamurthy Shankarachetty-Oracle kindly take a look and provide input please.

Thanks
Subha

Mallikarjuna Kuppauru-Oracle

Hi @Victor H

Question #1: Can the mapping be set in FDI only via CSV upload? Is there
a way to update an internal table with the individual account→
financial category mapping?

—> From UI —> console page —> upload is the only navigation .

Financial Categories.

Reg. your 2nd Question -

Question #2 If we only want to upload the mappings but not replace the
categories. Must we select ('Y') in the  "Allow Financial Category
Upload " ERP reporting parameter? —>Download the current version from system and then modify and re-upload again.

Regards,

Arjun

Victor H

Thanks @Mallikarjuna Kuppauru-Oracle

If we go with option #2 (selecting 'Y' and only uploading the mapping) Will the prebuilt key metrics work? (e.g. CAPEX)

Also, are there plans to create an API for this? to avoid manually uploading CSV every time a mapping changes

Mallikarjuna Kuppauru-Oracle

Hi @Victor H

If you think we have answered your question. can you please accept the same and close this Thread.

Thanks for using Oracle Communities.

Regards,

Arjun

Mallikarjuna Kuppauru-Oracle

Hi @Victor H

Can you check this thread and close the same.So that other community users will refer the same.

Regards,

Arjun