Unlock transparency in financial reporting—learn how to create seamless summary-to-details analysis for General Ledger activity with Fusion ERP Analytics Configurable Account Analysis (CAA) in Oracle Fusion AI Data Platform. Follow step-by-step instructions to link GL summary balances with detailed transaction drill-downs using CAA subject areas, dashboard canvases, and data actions. Explore additional Fusion AI Data Platform tutorials and resources at the links below.
This walkthrough demonstrates how to configure workbooks for greater precision and transparency in financial analysis. You’ll learn how to build pivot tables which summarize GL account activity, set up separate canvases for transaction details, and use data actions for interactive drill-down from summary balances to subledger attributes. These techniques empower business and finance professionals to clarify the source of activity, analyze at both high-level and granular views, and support more robust, informative ERP analytics. For more step-by-step reporting guidance and analytics best practices, explore the resources linked above.
Please note: Oracle Fusion Data Intelligence (FDI) is now called Oracle Fusion AI Data Platform (FAIDP). All content remains the same, only the product name has changed.
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