In this video tutorial, you'll learn how to explore General Ledger (GL) account activity using Configurable Account Analysis (CAA) in Oracle Fusion ERP Analytics. You'll build interactive visualizations that combine General Ledger and subledger data to analyze transaction trends, investigate journal sources, and gain deeper financial insights for period-close analysis.
In this tutorial, you'll learn how to:
- Configure workbook and dashboard filters to analyze account activity by fiscal period and ledger.
- Create bar and donut chart visualizations to compare journal activity by source and entered currency.
- Analyze GL account activity across fiscal quarters to identify transaction trends and significant changes.
- Build pivot tables that combine General Ledger and subledger details in a single analytical view.
- Investigate high-volume journal sources and analyze adjustments by journal category and financial category.
- Export detailed account activity to support collaboration and additional analysis.
By combining General Ledger balances with detailed subledger transactions, Configurable Account Analysis in Oracle Fusion ERP Analytics enables finance teams to investigate journal activity, identify transaction trends, and gain deeper insight into account activity across multiple dimensions. Watch the full tutorial to learn how to build these analyses.
For more information on detailed report authoring tips, check out Fusion ERP Analytics Reference Guide.
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