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Fusion ERP Analytics – How to get started on Configurable Account Analysis (CAA) feature

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Sushil Dhoot-Oracle
Sushil Dhoot-Oracle Mod
edited July 2024 in Oracle Fusion ERP Analytics

Summary :

This post provides a subject area template and a prebuilt DV workbook content to get started on Configurable Account Analysis feature.

Prerequisites :

General Ledger, Account Payable and Account Receivable functional areas should be active to use this template.

Minimum product version should be 24.R2.P2 to use CAA bundles feature.

Content :

Configurable Account Analysis (CAA) is a cross finance self-service advanced capability for Oracle Fusion ERP Analytics.

It enables functional administrators to define a comprehensive account analysis template which can combine data across general ledger and multiple subledger sources.

Business users get the ability to do the end to end analysis for GL and subledger accounting data, drill down into account activity, analyze the transaction details on historic basis.

To know more about CAA, refer https://docs.oracle.com/en/cloud/saas/analytics/24r2/faiae/advanced-configurations.html

To enable CAA subject area feature and use prebuilt content, refer the steps in the document below,

CAA Subject Area Setup.pdf

Download links for the artifacts in this post:

CAA template subject area bundle :

(use Unarchiver or 7-zip utility to unzip the file)

CAA_template_SA.tar.gz

Prebuilt DV workbook based on CAA template subject area :

New Configurable Account Analysis.dva

Snippets:

CAA subject area outline :

image.png

Note: CAA template can be conveniently modified at any stage to add subledger attributes for areas like Projects, Assets, Cost Accounting, Receipt Accounting, DFFs, etc. To know more about how to modify CAA subject area refer, https://docs.oracle.com/en/cloud/saas/analytics/24r2/faiae/advanced-configurations.html#GUID-0C52C00A-0464-45AA-867E-46F718AA2165

Prebuilt analysis :

image.png

Tagged:

Comments

  • Gautham B
    Gautham B Rank 1 - Community Starter

    Hi,

    getting below error.

    'Bundle validation failed. CAA Validation Failed. Application modules missing in target.'.

    We have published all offerings under ERP and enabled all featires.

    Can you please let us know what could be the issue?

    Thanks,

    Gautham

  • Francisco Mtz.
    Francisco Mtz. Rank 1 - Community Starter

    Hi Gautham B

    I hope you're doing well.

    We encountered the same error:
    "Package validation failed. CAA validation failed. Application modules are missing from the destination."

    I wanted to check if you were able to resolve this issue on your end. If so, could you kindly share the steps or solution you applied?

    Looking forward to your response.

    Thanks

    Regards

    Francisco

  • JohnW-Oracle
    JohnW-Oracle Rank 6 - Analytics Lead

    Hello @Gautham B and @Francisco Mtz.

    Sometimes this is just a UI issue. Could you check to see if the CAA subject area is available and reports are working for CAA?

    Regards,

    John

  • Bhaskar Konar
    Bhaskar Konar Rank 7 - Analytics Coach

    Very informative & very helpful information.

    Thank you very much @Sushil Dhoot-Oracle! Much appreciated all your kind help.

    Cheers,