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Which key field to use for percentage breakdown of amounts allocated into main Ledger account?

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Yunery N
Yunery N Rank 1 - Community Starter
in Oracle Fusion AI Data Platform Forum

I'm creating a report in FDI where all amounts from branches that are not Culiacán fall into that account. However, I want to break down the percentage of the total amount that belongs to the other branches. Which field should I use to make that breakdown?

I'm using the Financials - GL Detail Transactions subject area.

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  • Silvio Garber-Oracle
    Silvio Garber-Oracle Rank 6 - Analytics & AI Lead

    I think you haven´t got an answer because your questions is specific to your organization. Whatever field your company has been using to identify those branches needs to be added.

  • RVohra
    RVohra Mod

    @Yunery N , Welcome to the Oracle Analytics Community!

    As per my experience, when working in Oracle Fusion Data Intelligence (FDI) using the Financials GL Detail Transactions subject area, the correct way to break down the amounts by branch is to use the segment of the chart of accounts that represents the branch or cost center.

    In most Oracle Fusion Cloud General Ledger implementations, branch/location is stored in one of the account segments (often Cost Center, Location, or Company).

    Once you identify the segment that represents the branch:

    1. Add that segment field to your visualization.
    2. Use SUM(Accounted Amount) (or Entered Amount depending on your report).
    3. Create a % of Total calculation.

    Hope it helps!