Search Results fii_bis_glsum_v

Overview

FII_BIS_GLSUM_V is an internal Oracle EBS database view belonging to the FII (Financial Intelligence) product family, which is documented as obsolete in Oracle EBS 12.1.1 and 12.2.2. The view is described in the ETRM metadata as an "Internal view used for Analyst Summary PM Viewer Reports." It consolidates general ledger financial metrics into a summary structure suitable for periodic reporting, exposing quarterly and year-to-date values for a fixed set of financial performance indicators.

Because the view is marked obsolete and is documented as "Not implemented in this database," it should not be relied upon for new development. It exists primarily to support legacy Financial Intelligence reporting components, specifically the Analyst Summary PM Viewer. The PM in this context refers to performance management reporting, and the view serves as a data source for summarized financial metrics rather than transactional detail.

Underlying Base Objects

The ETRM documentation lists no explicitly resolved base objects, but the view text is fully documented and reveals four primary sources joined together:

• GL_OASIS_FIN_METRICS GFM — the central table holding financial metric values by set of books, effective period, and metric code.
• GL_LOOKUPS L — provides the user-facing meaning (FIN_METRIC) for each metric code via the FIN_METRIC_CODES lookup type.
• GL_SETS_OF_BOOKS GSOB — supplies the set of books name and currency code.
• GL_PERIOD_STATUSES PS — supplies the period year, period name, end date, and quarter number, restricted to APPLICATION_ID = 101 (General Ledger).

A scalar subquery against HR_ALL_ORGANIZATION_UNITS derives the operating unit name from the ORG_ID profile option. Joins link metrics to lookups by FIN_METRIC_CODE and to the set of books and period statuses by SET_OF_BOOKS_ID and EFFECTIVE_PERIOD_NUM.

Key Columns

• SET_OF_BOOKS_ID / SET_OF_BOOKS_NAME / CURRENCY_CODE — identify the ledger and its currency.
• ORG_NAME — operating unit name derived from FND_PROFILE.VALUE('ORG_ID').
• PERIOD_YEAR / PERIOD_NAME / PERIOD_END_DATE / QUARTER_NUM — the reporting periods summarized.
• ORDER_BY — a DECODE that assigns display sequence to metric codes (REVENUE=1 through AR_TURNOVER=9).
• FIN_METRIC / FIN_CODE — the metric description and its code. The user search term "profit_margin" corresponds directly to the PROFIT_MARGIN code, which maps to ORDER_BY value 5.
• Q1_VALUE through Q4_VALUE — quarterly metric values.
• YTD — the year-to-date value converted to a number.
• DETAIL_REPORT / REPORT_PARAMETERS — truncated report name and parameters for drill-down.

Common Use Cases and Queries

The view supports analyst-style summary reporting, particularly around profitability and margin metrics. A typical query isolating profit margin for a current period might resemble:

• SELECT period_year, period_name, fin_metric, q1_value, q2_value, q3_value, q4_value, ytd FROM fii_bis_glsum_v WHERE fin_code = 'PROFIT_MARGIN' ORDER BY period_year, quarter_num;
• SELECT fin_metric, order_by, ytd FROM fii_bis_glsum_v WHERE set_of_books_id = :p_sob ORDER BY order_by;

Other scenarios include comparing revenue, expense, net income, and contribution margin side by side using the ORDER_BY column, or extracting DETAIL_REPORT and REPORT_PARAMETERS to drive drill-down navigation into underlying Financial Intelligence reports. Because the view is obsolete and reported as not implemented, these queries are provided for historical reference and migration analysis only; equivalent functionality should be sought through supported GL reporting or later FII replacements.