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Fusion SCM Analytics: PR - PO performance Dashboard
Author: @Ratnapriya-Oracle @Navya-Oracle
Oracle Fusion Analytics (Fusion Analytics), a part of the Oracle Fusion Data Intelligence Platform, is a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications that provide ready-to-use insights to help improve decision-making. It’s extensible and customizable, allowing customers to ingest data and expand the base semantic model with additional content.
In addition to the pre-built content FDI offers in each pillar, we have an ongoing effort to provide more reusable artifacts for FDI which is described in this blog.
In this post, we’re excited to share a reusable workbook designed to provide complete visibility across Procurement Requisitions (PR) and Purchase Orders (PO). This workbook delivers end-to-end insights into the PR-to-PO lifecycle, helping teams monitor performance trends and track operational status with clarity and precision.
NOTE: If you experience any issues importing this workbook or running it, it may be likely that your environment is on a version of FDI and/or OAC that is lower than the version used for developing this workbook. Update/upgrade timings are dependent on the data center your instance is in. We recommend waiting until your instance is upgraded to the latest version before importing and using this workbook.
Functional Areas
Purchasing (SCM)
Subject Areas
Procurement - Purchase Orders
Procurement - Requisitions
Business Use Case
This workbook provides end-to-end visibility into Procurement Requisitions (PR) and Purchase Orders (PO), showing performance trends and operational status across the PR-to-PO lifecycle.
It includes approval cycle time analytics with approver-level detail to help identify bottlenecks and delays.
- Users can analyze results by buyer and PR/PO creator to compare performance and pinpoint areas for improvement.
- Drill-down views allow you to track each requisition and purchase order, providing detailed PR-to-PO linkage.
Pre-Requisites:
Before using this workbook, ensure that the filter values—such as Year—are appropriately set to run optimal queries. Please validate the data for accuracy before sharing or rolling out the results to business users.
Attachments
General Guidelines and Best Practices
Here some guidelines and recommendations to adapt these workbooks to your environment. Additionally, review the information provided on the workbook Help page (if any) to ensure the workbook renders data after you select the appropriate options and filters.
- Download the workbook from the above attachment section and import the workbooks to your instance. Note: These workbooks don’t have passwords, in general. Password, if any will be explicitly called out.
- Ensure you download only the workbooks relevant to the pillar and functional areas activated for your FDI instance.
- All the workbooks will have a Help page containing required information and guidance on how to use the workbook. Be sure to follow these instructions before using the workbooks on your instance.
- Note, workbooks cover only generic use case / business scenario. Review the workbook content, make any changes as needed, and set the appropriate filters – especially those related to time dimensions and other dimensions based on the pillar / functional area.
- While making modifications, follow the best practices and generic / pillar specific authoring tips. Here are the pillar specific authoring tips link. Ensure to use the latest FDI documentation links for latest information on authoring tips and guidelines
- Fusion CX Analytics Authoring Tips
- Fusion ERP Analytics Authoring Tips
- Fusion HCM Analytics Authoring Tips
- Fusion SCM Analytics Authoring Tips
- It is highly recommended that you perform basic sanity checks and data validity before rolling out workbooks to business users and analysts.
Comments
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Excellent work @Navya-Oracle and @Ratnapriya-Oracle
2 -
This is very helpful and informative content.
Thanks for sharing!
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