Mapping Expense Concept Fields

Objective

After completing this lesson, you will be able to map custom fields to Cognos concept fields.

Cognos Concept Fields Overview

Once you map a concept to specific company hierarchies and custom fields, the Data Warehouse Expense Archive job populates this information in the reporting database overnight. These concepts then become available in the data warehouse model, allowing you to add them to custom reports.

Report writers can use these concepts in reports created with Query Studio or Report Studio, without needing to know the actual company hierarchy or custom field names.

It’s important to know that you can’t change the names of the concept fields, but you can change the label names in any report you create. You can also re-map concept fields as needed.

Note

Only customers who use Analysis or Intelligence and Expense or Invoice (not Travel) can use this feature.
The image displays a Map Expense Concept Fields configuration page with Save and Cancel at the top. It shows dropdown mappings for Division (all set to None), Department (Employee and Expense Report Header set to “Org Unit 2 - Department,” Expense Entry set to None, Expense Allocation set to “Custom 02 - Department”), Business Unit (all set to None), Cost Center (Employee and Expense Report Header set to “Org Unit 3 - Cost Center,” Expense Entry set to None, Expense Allocation set to “Custom 03 - Cost Center”), and Project (Employee set to None, Expense Report Header and Expense Allocation set to “Custom 04 - Project,” Expense Entry set to None).

Map Custom Fields to Cognos Concept Fields

To map concept fields:

Steps

  1. On the Map Expense Concept Fields page, for each concept, select the Employee, Report Header, Expense, or Expense Allocation field that best matches the concept for your company. When you're done, select Save .

    To map concept fields: On the Map Expense Concept Fields page, for each concept, select the Employee, Report Header, Expense, or Expense Allocation field that best matches the concept for your company. When you're done, select Save

Summary

  • Map custom fields to Cognos concept fields in Expense Admin > Map Expense Concept Fields.
  • Improve report creation by using standardized concept fields.
  • Select appropriate fields for Employee, Report Header, Expense, or Expense Allocation options.
  • Note that concept field names are fixed, but labels are customizable.
  • This feature is available only for Analysis/Intelligence and Expense/Invoice users.

Learning

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