Oracle Fusion HCM Extracts :Chapter 5: Advanced Filtering and Criteria in Extracts

 

Chapter 5: Advanced Filtering and Criteria in Extracts

🔷 Objective

Understand and apply advanced filtering logic in HCM Extracts to control which data gets pulled.

🔷 Why Filtering Matters

Efficient filtering ensures extracts are precise, improve performance, and prevent data overload. It enables targeting specific population segments such as active employees, payroll groups, or departments.

🔷 Filtering Methods

1. User Parameters

   • Dynamic prompts at runtime (e.g., effective date, department ID)

   • Declared in extract definition and used within fast formulas or criteria

2. Criteria in Data Groups

   • Apply SQL-like conditions within the extract data group

   • Example: Include only active assignments

3. Filter Fast Formulas

   • Define logic using IF conditions

   • Return Y or N to include or exclude records

📌 Example: Filter Active Employees in Assignment Data Group

IF ASSIGNMENT_STATUS = 'ACTIVE' THEN
  RETURN 'Y'
ELSE
  RETURN 'N'

Assign this formula as a filter in the Assignment data group.

🔄 Combining Filters

• You can combine criteria in records, data groups, and fast formulas.

• Use AND/OR logic for multiple conditions.

🧠 Best Practices

• Avoid over-filtering which can exclude valid data

• Validate filters in preview runs

• Use descriptive names for filter formulas

🏁 Conclusion

Advanced filtering provides robust control over the data fetched in extracts, helping meet specific reporting needs. Next, you’ll learn how to format output files using templates and XML tags.

🔹 Next Steps

• Previous Chapter:  Chapter 4: Using Fast Formulas in Extracts

• Next Chapter:  Chapter 6: Output File Formatting and BI Publisher Integration