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 are sharing a reusable workbook that provides clear insights into Revenue and Cost details of Actuals and Budgets across Project Business Units. The workbook includes comprehensive information on the Projects, Business Units, Task details and Expenditure details, enabling users to analyse project financials more effectively. It serves as a Single Source of truth for project managers and executives, helping them track financial performance and ensure overall project health.

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

Project Analytics – Project Budgets, Project Costs, Project Revenue

Subject Areas

• PPM - Project Budgets
• PPM - Project Costs
• PPM – Project Revenue

Business Use Case

Analyze the Actual and Budgets of the project and see help in understanding how the project is trending in up or downward direction based upon the allocated Budget consumption and overall remaining balance.

Pre-Requisites:

• Ensure the names of the Fiscal Calendar and the Receiver Fiscal Calendar are selected and validate the data and data anomalies before rolling out to the business users.

Attachments

General Guidelines and Best PracticesHere 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.