Oracle Segment Mapping

Account segments may be reordered in the Oracle application. Use the following to steps to reorder account segments in the Reporting Intelligence application to match the order defined in the Oracle application. Additionally, click the Segment Mapping function to assign individually for each ledger (set of books), the segment number to be used for retrieving descriptions.

Note: If segments are remapped, standard delivered segment ad hoc queries need to be modified. Contact insightsoftware for assistance.

1. In Excel, from the Reporting Intelligence Ribbon, select Settings. The Reporting Intelligence Settings > General panel appears.

Note: This panel may also be accessed by selecting the Settings tab in the Control Panel.

2. From the General panel, select Ledger Specifics > Oracle. The Oracle Ledger Options panel appears.
3. In the Oracle Ledger Options panel, click the Segment Mapping button. The Segment Mapping panel appears.

4. In the Segment Mapping panel, click the appropriate drop-down lists to specify the following data:
• Ledger: identify the ledger for which to assign the segment number for descriptions, or to map or reorder account segments in Reporting Intelligence. The system will modify the available account segments based on the selected ledger.
• Segment Number Used for Descriptions (SEGMENT X): identify the segment number to be used for retrieving account descriptions in drill down panels, and when processing GXE formulas.
• Segments 1-5: identify the proper segment number for each account segment.
5. Click the Save button to save all changes.
6. Repeat steps 4 and 5, until changes have been made for each ledger.
7. To exit the panel, click the Close button.