Oracle Reporting (FSG & ADI)
 
 

Oracle Reporting (FSG & ADI)

Course Code: FR

Duration: 1 day

S6

Oracle Reporting (FSG & ADI) Course Overview

After completing this course delegates will be able to create and submit both standard and customised reports using data within the General Ledger module. The focus is on working with the capabilities of the Financial Statement Generator within Oracle 11i General Ledger to build a suite of reports from a set of pre-defined report components. The ADI section of the course shows how to amend, publish and analyse these reports.

The delegate will learn and acquire skills as follows:

  • Running Standard reports with the Submit Request Form
  • Using FSG Report Data Sources and Data Structures
  • Defining an ad hoc FSG Report
  • Defining FSG Row and Column Sets
  • Defining FSG Account Assignments
  • Defining FSG Calculations
  • Defining a FSG Content Sets
  • Defining FSG Row Order
  • Running a FSG Report
  • Using FSG AutoCopy
  • Creating Reports Using the ADI Report Wizard
  • Using the ADI Wizard to Define and Publish Reports
  • Producing Reports in the Request Centre
  • Linking ADI Reports to FSG Reports

Who will the Course Benefit?

This Oracle Reporting (FSG & ADI) course is designed for end users and managers in Finance departments, financial professionals and technical support staff.

Course Objectives

By the end of this Oracle Reporting (FSG & ADI) course, delegates will be able to build a financial report using both the mandatory and optional report components provided by the Financial Statement Generator. They will practice running and modifying such reports. They will use ADI as a publishing and analysis tool where a higher standard of presentation is required together with the capability to drill down to individual sub-ledger transactions.

Requirements

Familiarity with the Oracle General Ledger. A working knowledge of Oracle General Ledger is required.

Note:

Delegates who are also going to attend the Oracle General Ledger course should note that the Oracle Reporting (FSG & ADI) course material is also covered in that course.

Follow-On Courses

Notes:
  • Course technical content is subject to change without notice.
  • Course content is structured as sessions, this does not strictly map to course timings. Concepts, content and practicals often span sessions.


 

Course Contents

Oracle Reporting (FSG & ADI) Training Course

Course Introduction

  • Administration and Course Materials
  • Course Structure and Agenda
  • Delegate and Trainer Introductions

Session 1: AN OVERVIEW OF 11i REPORTING TOOLS

  • Oracle General Ledger Reports
  • Oracle General Ledger Standard Reports
  • Financial Statement Generator
  • Oracle Financial Analyzer
  • Applications Desktop Integrator
  • Oracle Discoverer
  • RXi Reports Administration Tool
  • Oracle Reports
  • SQL Reports
  • Comparison of Reporting Tools

Session 2: STANDARD GENERAL LEDGER REPORTS

  • Overview
  • Concurrent Manager
  • Concurrent Processing Definitions
  • Useful Standard Reports
  • Submit Request Flow
  • Run a Standard General Ledger Report
  • Scheduling Options
  • Completion Options
  • View Requests

Session 3: THE FINANCIAL STATEMENT GENERATOR

  • Introduction to FSG Reporting
  • FSG Components
  • Plan a FSG Report
  • Use Row and Column Sets
  • Define Row Sets
  • Define Column Sets
  • Generate an ad hoc FSG Report
  • Define a FSG Report
  • Run a FSG Report
  • Use a Content Set

Session 4: OVERVIEW OF APPLICATIONS DESKTOP INTEGRATOR

  • Introduction to ADI
  • Advantages of Using ADI Reports
  • Options for Creating a Report in ADI
  • Starting ADI
  • The ADI Toolbar

Session 5: DEFINING AND PUBLISHING REPORTS IN ADI

  • Set Defaults for ADI
  • Set FSG Options for ADI
  • Publishing Reports in ADI

Session 6: PRODUCING REPORTS IN THE ADI REQUEST CENTRE

  • Overview
  • Request Centre Functions
  • The ADI Request Centre
  • Submitting Reports
  • Submit a Standard (Fixed Format) Report
  • Submit a Standard (Variable Format) Report
  • Submit a Financial Statement or Ad Hoc Report
  • Create and Apply Themes
  • Report and Request Sets

Session 7: THE ADI REPORT WIZARD

  • Access the Report Wizard Toolbar
  • The Report Wizard Toolbar
  • Create a Report Using the Report Wizard
  • Define a Report in ADI with Existing Reports Components

Session 8: PARENT CHILD PARAMETERS

  • Review or Amend Parent/Child Parameters
  • Define a New Parent Account

Session 9: ROLL UP GROUPS

  • Roll Up Groups and Budget Inquiries
  • Define a Roll Up Group
  • Assign Roll ID Groups to Account Segment Values
  • Create a Summary Account Template

Session 10: FSG AND ADI EXERCISES

 

Oracle Reporting (FSG & ADI)

Duration: 1 day

RRP: £525.00 exc. VAT 


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