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: AI-enabled Employee Expense analytics workbooks for analyzing expense trends by type, monitoring department-level spend, supporting manager reviews, and identifying potential audit exceptions through natural language Q&A and guided visual analysis.
Employee Expense Type Analysis - AI Enabled:
Employee Spend Analysis for Managers - AI Enabled:
Application: ERP
Fusion Module: Employee Expenses
Target Persona: Finance Manager, Department Head, Expense Auditor, AP Manager, Controller
Subject Areas: Financials - EXM Employee Expenses
Business Use Case/Questions:
Business Questions the AI agent can help answer:
- What is the trend for expenses for last 3 years?
- What is the total expense trend by quarters?
- What is the employee expense spend by business units?
- Compare expense totals by department for last year
- Which are top 10 cost centers by employee expenses for the last fiscal year? Show Cost Center name and cost center description as a table.
- List the expense amounts by expense category for last three years and sort them high to low by expense amounts.
- Which are top 10 expense types for last 3 years?
- Top 10 Expense Types by Expense Amount for last 8 Fiscal Quarters
- Which quarter had the highest expenses in last 2 years?
- Show Total Expense Amount by Report Status
- How much of the submitted expense amounts are still pending approval? Show in a table and include status.
- Show Report count by Report Status for last 3 years
- Show me expense reports amount with status Paid by Fiscal Year?
- Which 10 cost centers have the highest amount of employee expenses with policy violations?
- Which top 10 categories by amount are associated with policy violations?
- Which are the top 10 cost centers with audit violations for expenses amount from fiscal year 2000 to 2025?
- Who are the Top 10 employees by expense amount reported for last 3 years?
- List the employees in table with total expense amount in analytics currency more than 10,000?
- Which employees submitted the highest number of expense reports?
- Who are the top 10 managers by total expense amount for last 3 years?
Pre-Requisites: FDI release 26.R2 or later. Employee Expense functional area should be activated.
Download: 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.
