This post shares Fusion ERP Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: An AI-enabled GL Journals Analysis workbook empowering finance users to explore and understand general ledger journal activity through natural language interactions, making journal analysis more intuitive and accessible.
Application: Fusion ERP Analytics
Fusion Module: General Ledger
Subject Areas: Financials - GL Detail Transactions
Business Use Case/Questions:
- What is the journal amount by ledger for this year?
- What are the total debit and credit amounts by cost center for this quarter?
- Show journals and their description that are currently unposted for last 5 periods?
- How many journal batches have been created this year by each user?
- What is the breakdown of journal activity by journal category for last period? As a table
- Who approved the highest value journals?
- Can I see all journal lines as a table for this period?
- List the journal amount in analytics currency for all journals for this period? In a table
- Which journal sources contributed the most to total credit amounts for the current year?
- How does journal activity break down across different ledger sets?
- What are the journal headers count, and lines count by balancing segment for for this year?
- What is the posted status of all current journals?
- Which journals have the adjustment period flag enabled?
- Show me the journal amounts with currency code for each batch this month
- Show me journals for this period originated from Payables journal source
- What are the total debit and credit amounts in statistical currency for last month? As a table
- List all journals with their approval status for current period
- Which journal batches include transactions for a particular legal entity for last year?
- What are the journal amounts in ledger currency and descriptions for journals with a specific journal batch description
- List all journal line numbers in a table for a given journal header?
- What is the journal activity by Balancing Segment for current month?
- Show all journals and amounts in ledger currency along with currency code, with Rejected approval status for current period
- Which journals in the current month are posted for specific Cost Center?
- Can you provide a list of journals with debit amount greater than 10,000 by journal source name for current month?
- What is the distribution of journals activity amount by journal category for this fiscal period?
- How many journal lines were created for each cost center last fiscal quarter?
- What is the reversal status of all journals (contract number and journal header) in adjustment period within each ledger?
- Show me the journal amount in ledger currency by batch status for current period and for specific ledger
Pre-Requisites:
- Fusion Data Intelligence Release: 26.R2 or higher
- Ensure the relevant FDI application and functional areas are activated in your FDI instance
- Application: Fusion ERP Analytics
- Functional Area: General Ledger
- User has permissions to import workbooks and agents
Download and Installation Steps: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
