Streamlining Data Management in Oracle Fusion with Excel Integration

Simplifying Data Import: HDL Loading with Excel

Revolutionizing Data Upload with Excel-based HDL

Managing and importing large data sets into Oracle Fusion applications has always been a complex and time-consuming task. Traditionally, users relied on various tools and formats, such as CSVs and spreadsheets, to upload data via the HCM Data Loader (HDL). This process often involved multiple steps, including formatting data correctly, converting files, and troubleshooting errors.

However, MPC Cloud Consulting has simplified this process by introducing a new mechanism that enables users to prepare data directly within Excel, generate data files, load the data, and download error lines for easy troubleshooting. This integrated solution eliminates the need for multiple tools and reduces the time spent on data processing.

The new process ensures that data preparation is seamless, with Excel offering a familiar interface for users. Once the data is entered, the system automatically generates the necessary data files, which can be easily uploaded to Oracle Fusion. If any errors occur during the upload, users can quickly download the error lines for review and correction, minimizing delays and ensuring data accuracy.

By streamlining these tasks into a single, user-friendly process, MPC Cloud Consulting has significantly improved the efficiency and effectiveness of managing data in Oracle Fusion applications, allowing organizations to focus on more strategic initiatives.

Key Benefits:

1. Increased Efficiency: Automating the data preparation and upload process reduces manual work, speeding up the overall workflow.
2. User-Friendly Interface: Using Excel makes data entry and management simpler, with no need to switch between multiple tools or formats.
3. Error Management: Users can easily download error lines to quickly identify and correct issues, reducing troubleshooting time.
4. Improved Accuracy: The streamlined process helps prevent errors caused by incorrect formatting, ensuring more reliable data uploads.
5. Cost Savings: By reducing the time spent on manual data entry and troubleshooting, businesses can save both time and resources, improving ROI.
6. Scalability: The new process can handle larger datasets, making it suitable for businesses of all sizes.

Excel-based HDL loading offers a powerful and intuitive solution for handling complex data imports. By leveraging Excel’s simplicity, flexibility, and built-in data validation. Whether you are an HR professional, finance analyst, or part of a larger enterprise team, this new feature is a game-changer that streamlines workflows and enhances productivity.

MPC Cloud Consulting's new data management solution for Oracle Fusion applications offers a significant leap forward in simplifying the process of handling large datasets. By integrating Excel for direct data uploads, businesses can save time, reduce the risk of errors, and improve overall efficiency. This approach not only enhances data accuracy but also provides a more user-friendly and scalable solution for organizations of all sizes. With faster data processing and streamlined error handling, companies can now focus on what truly matters—driving business growth and innovation, while leaving behind the complexities of traditional data import methods.

Credits: Kollipara Bindu Bhargav

Exploring the New Learning Calendar Report

 

Exploring the New Learning Calendar Report

We’re excited to introduce the new Learning Calendar Report, a powerful tool developed using VB Studio. This extension enhances your ability to track and manage available training offerings with ease.

Key Features:

Versatile Views: Our Learning Calendar offers four distinct views to suit your needs:

Monthly View: See all the offerings at a glance for the entire month.

Weekly View: Focus on the week ahead to plan your schedule.

Daily View: Get detailed information for each day.

List View: View a comprehensive list of all offerings without the calendar layout.

Today Button: Instantly return to the current date with the simple click of the "Today" button, ensuring you’re always up-to-date.

Seamless Navigation: Easily navigate to the training enrollment page by clicking on any offering within the calendar. This streamlines the process of signing up for courses directly from the calendar view.

The Learning Calendar Report is designed to make managing your training schedule straightforward and efficient. We hope this tool enhances your learning experience by providing clear visibility into available offerings and simplifying your enrollment process.

Credits: Kollipara Bindu Bhargav

Line Manager Dashboard: User Guide and Configuration for Oracle BI Mobile Application

 

Many at times it gets challenging for the line manager to get the information related to the organization or even generate reports. Oracle has already provided a dashboard which is an interactive way of fetching the information. This dashboard includes seeded reports which simplify the job to fetch information related to organization like Headcount, Workforce Events, Workforce Trends, Absence, Workforce Trends, Absence, Time and Labor, Performance, Goals, Talent Review, Profile, Employee Competency and Succession Management. This will surely save lot of time and since it is delivered it includes all the best practices.

 

Now in this modern era it is not always feasible to always open a desktop/laptop in order to open the Line Manager Dashboard. So for this there is an application known as Oracle BI Mobile which is available for both android and IOS platform. Using this application is really handy and it does not matter whether you are in the car or you are just heading to the office or you are about to attend any meeting you can always keep an eye on your organization.

Prerequisite Roles:

·       User should have Line Manager Role.

 

Steps to install and use the application:

Step 1: Search for Oracle BI Mobile in the Google play store or App store. Install and open it.

Figure 1: Click on Open button

Step 2: Enter the server address for example https://abc.test.oraclecloud.com/ in the server address area.

Figure 2: Select the Connect button

Step 3: After the following steps login page will open.

Enter the credentials.

Figure 3: Select the Sign In button

  Step 4: The Landing Page in the Oracle BI Mobile application is the Recent tab.

·       Recent tab displays the dashboards or reports viewed recently.

Figure 4: Select the Dashboard option

Step 5: To Open the Line Manager Dashboard navigate to Dashboards/Human Capital Management/Line Manager Dashboard.

Figure 5: Open the Line Manager Dashboard

Step 6: After opening the Line Manager Dashboard the interface will be as shown below.

Figure 6: Select the Page Filter button

As per the requirement filters can be set.

Step 7: After selecting the Page Filters button the interface will be as shown below.

Step 8: To select different tabs simply select the down arrow.

Step 9: To view the information’s in graph simply scroll and fetch the details.

Benefits:

·       Interactive way to fetch organization information and get an overview of the information.

·       Saves time and can be viewed in any android or IOS device.

·       It includes all the best practices.

·       Since it is a delivered one upgrade and patches are safe

 

Steps to customize Line Manager Dashboard -

 

Step 1: Navigate to Shared Folders>>Human Capital Management>>Dashboards>>Line Manager Dashboard

This is a seeded dashboard, you cannot edit. You can copy and paste it somewhere in the Custom folder

Step 2: Paste the Dashboard in your custom folder, you can edit content of it and save it in the same custom folder

Edit the Dashboard Objects in the following manner –

1. Calendar Prompt à Date prompt for returning past, present, and future dated results based on 'As Of' date, here if you want to customize prompt like add another date such that it will have two prompt From and To Date then that can be done.

2. Line Manager Dashboard Headcount Prompt à This are also the prompt, with basic employment details like Business Unit, Assignment Status. Here you can add your own field.

3. Headcount KPI – Workforce Assignment à Here you will get the details in Performance Tile, which will be clear and easy to understand, this is generally required to the higher officials. But if you want to see the details of the number. Say of Headcount (983), you can click it and it will navigate it to you another report with details. You can get the path as mentioned below.

gf     4. Headcount KPI – Workforce Assignment – Headcount Details à This is the detail report which will be visible after clicking the number.

Step 3: Go to the Performance Tile report in that select the field. Here it is Headcount>>Column Properties>>Interaction>>Select the Action Link>>Edit>>Edit Action à Here you will get the path.

Path for the KPI detail report -

/Shared Folders/Human Capital Management/Workforce Management/Transactional Analysis Samples/Report Components

Step 4: In this way you have created 5 components in general –

1.     Line Manager Dashboard.

2.     Calendar Prompt Custom.

3.     Line Manager Dashboard Headcount Prompt Custom.

4.     Headcount KPI – Workforce Assignment Custom.

5.     Headcount KPI – Workforce Assignment – Headcount Details Custom

 

The components from 2-5 must be added in the Line Manager Dashboard.

You can customize as per the requirement, and the steps will remain same for all the other Dashboard component.

Step 5: Finally, you can mark the Dashboard as Add to Favorites, this is accessible through Oracle BI Mobile available for android and IOS.

 Creds: Samarpan Das

Letter Generation from Oracle Fusion

 Overview:

Documents are an essential part of our life and it plays a vital role for any organization. Documents are been consider as one of the standard ways to communicate with your employees or candidates. In Oracle Fusion BI reports. We can create a standard custom template report through which we can input the values and the report or letter can be directly sent from the system.

I am creating a Standard Appointment Letter for the candidates. Here I will be having few parameters in which data will be entered, once the report is generated and verified it will be sent to the candidate email address.

Since the data is not present in the Fusion system we are using parameters.

Process flow:

Step 1:  Navigate to Tools>>Reports and Analytics>>Browse Catalog>>New>>Data Model

Here in the query we are going to bursting and all the Parameters values are shown and explained below-

·       Template name can be kept as per the requirement.

·       Locale will be English (en), output format as PDF and the delivery channel as email.

·       In the Parameter1 – Candidate email address this will consider as To Email address.

·       In the Parameter3 – From Email address.

·       In the Parameter4 – Subject, here I have given template name and candidate’s name.

·       In the Parameter5 – We can give the Message Body.

·       In the Parameter6 – Since we are attaching and attachment the value will be true.

·       Since we are using bursting it needs a distinct Key. So here I am using a active employees person number.

·       Using necessary parameters as per the requirement.

Step 2: Paste the query in the data model and select all the parameters.                    

 

Step 3: Give necessary data type and display label.

Step 4: Run the report and Save the sample data and Export it.

Step 5: Load the XML and fields in the RTF template as per the requirement.

Step 6: Upload the RTF template and create a report. As shown below.

Left side where all the values will be entered.

 

Step 7: Once values are entered select the apply button and verify the document.

Step 8: After viewing the PDF, select the Action button >> Send. As shown below –

Step 9: You will be able to see the final view of parameters in order to reconfirm.

Step 10: Select the Notification tab and you can give your official email address. In case the mail is not triggered due to any error, the reason will be shared in the given email.

Step 11: Select Submit and give Report Job Name. This Report Job Name will be used to track any error occurred while the process.

The Report Job Name can be Candidate’s name.

Finally, click on Ok.

Creds: Samarpan Das

Create your own Repository

Overview:

There is an old saying that “You never realize what you have until it’s gone”. In our Oracle HCM Cloud world, data is something that it’s importance may not feel worthy today but it will be very much precious after some years. In any organization, we all have certain reports that if the same values respective to the dates are available then we could have achieved something new today. There will be some values which we don’t keep a track of or it is not been store well so the report data will be dynamic. We can download the reports and save it in our local driver respective to the dates. But what if I say that, Oracle provides you already a repository where you can create your own custom folder with proper security type and store all the files and even a report can also be created where you can download the stored files. 

Procedures:

Step 1:- Create a bursting query

Enter the below bursting details in your query –

TEMPLATE	Report template name
LOCALE	en-US
OUTPUT_FORMAT	Output type - (xlsx)
DEL_CHANNEL	Content Server - (WCC)
PARAMETER1	Content Server name - FA_UCM_PROVISIONED
PARAMETER2	Security Group - FAFusionImportExport
PARAMETER3	Author of the file to be shown in Content Server
PARAMETER5	Title of the file
PARAMETER6	Output File name
PARAMETER9	Custom metadata (Optional)
PARAMETER10	Folder path to deliver files

Run the bursting query and  the selected file will get stored to the desired path mentioned in the query.

To download back – the stored files. The below  query can be used.

Once the report is created, the files can be downloaded by a single click. As shown below –

 

Creds: Samarpan Das