Fusion BIP – Oracle Fusion BI Publisher Reports Training Manual

1)      Oracle Transaction Business Intelligence (OTBI):

OTBI is a robust real-time business intelligence reporting tool. It runs on Ad-hoc query. It uses the web services to communicate with database.  OTBI is user friendly tool which is very easy to use. OTBI reports can be developed by selecting the subject area and drag and drop of columns. Users are not allowed to add/delete/modify the subject area in OTBI. OTBI is available with Oracle Fusion Application. OTBI can be used attach reports on various dashboards on fusion application. All fusion application data security gets applied on OTBI reports.

2)      Oracle Business Intelligence Publisher (BI Publisher):

BIP is fully integrated as a component inside the OBIEE server(s) in Fusion Application. BIP is flexible business reporting tool. BIP is used to extract, format and deliver the data from fusion to third party system. User can create report using BIP by writing SQL query and then attaching a template to format the data from XML to consumable format. Different types of templates can be attached to BIP reports to transform the data format like e-text, RTF, Excel XSLT etc.

BIP is a combination of two objects:

a)       Data Model: It is used to write the SQL query to fetch the data from database based in XML format. Data model mainly comprises of data sets where user writes SQL query and select data source.

b)      Report: Reports are sued to format the data from data model like comma separated values, Excel, PDF etc. Report basically comprises of template like e-text, RTF Excel etc.

Creating the BIP Report with Data Model

1.       Log into the application and click on the Reports and Analysis.

Nav : Home àReports and Analysis

Please click on the below link for more details:

Fusion BIP – Oracle Fusion BI Publisher Reports Training Manual

https://drive.google.com/file/d/1WmvC744bJxTRQpcfNdVL6s8LIaJRnQCY

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Fusion PPM – Oracle Fusion Project Portfolio Management Training Manual

Part of Oracle Fusion Applications, Oracle Fusion Project Portfolio Management is a 100 percent open, standards-based set of integrated modules that improves the way project-driven organizations and project professionals work, from the project executive and business stakeholder to the project manager to the team member. Traditional project portfolio management (PPM) applications focus only on a narrow slice of the project lifecycle—with collaboration, analysis and reporting, and exception management as an afterthought. Oracle Fusion Project Portfolio Management, in contrast, relies on providing access to information and collaboration between users to enable efficient and effective PPM and smarter business decisions. It is designed from the ground up with user experience in mind, to help project-driven organizations keep pace, keep score, and deliver extraordinary business insight.

Oracle Fusion Project Portfolio Management is part of Oracle Fusion Applications, which are completely open, standards-based enterprise applications that can be easily integrated into a service oriented architecture. Designed as a complete suite of modular applications, Oracle Fusion Applications help you improve performance, lower IT costs, and get better results. Whether you choose one module, a product family, or the entire suite, Oracle enables you to gain the benefits of Oracle Fusion Applications at a pace that matches your business needs.

1: Define Common Project Execution Options

  1-1: Creating an Implementation Administrator

  1-2: Creating and Adding Project Roles

  1-3: Creating Calendars for Projects and Resources

  1-4: Managing Project Enterprise Labor Resources

  1-5: Managing Project Enterprise Expense Resources

2: Define Project Management Configuration

  2-1: Setting Default Calendars and Progress Exception Thresholds

  2-2: Creating Enterprise Project Codes and Task Codes

  2-3: Creating an Issue Type d

  2-4: Creating a Deliverable Type

  2-5: Creating a Deliverable Using the Deliverable Type

  2-6: Managing Oracle Social Network Objects for Project Execution

  2-7: Setting Up the Enterprise Project Structure

3: Manage Requirements for Agile Software Development

  3-1: Creating a Sprint

  3-2: Creating a Product Family

  3-3: Creating a Product

  3-4: Creating a Release

  3-5: Creating a Release Milestone

  3-6: Creating Project Requirement Statuses

4: Define Project Resource Management Configuration

  4-1: Defining Attributes for Employees and Contingent Workers in Human Capital Management

  4-2: Defining Talent Profile Content

  4-3: Managing Employees and Contingent Workers for Project Resource Management 89

  4-4: Creating Project Enterprise Resources

  4-5: Managing Project Enterprise Labor Resource Maintenance Conditions

  4-6: Managing Resource Pools

  4-7: Updating Skills and Qualifications for Project Enterprise Labor Resources

  4-8: Submitting the Process to Maintain Project Resource Search Index

  4-9: Managing Target Utilization Percentages

  4-10: Managing Project Resource Management Messages

5: Project Execution Management Lifecycle Practices

  5-1: Creating a Project

  5-2: Managing the Project Calendar

  5-3: Creating a Project Resource Request

  5-4: Enabling a Project for Financial Management

  5-5: Monitoring Resource Utilization

  5-6: Searching, Evaluating, and Assigning Resources

  5-7: Assigning Resources Directly to a Project

  5-8: Managing Work

  5-9: Creating a Project Issue

  5-10: Creating a Project Change Order

  5-11: Updating Project Plan and Progress

  5-12: Monitoring Project Performance 

Please click on the below link for more details:

Fusion PPM – Oracle Fusion Project Portfolio Management Training Manual

https://drive.google.com/file/d/1wL2qt36cR3fE4dn3C-kRdEnrs6rrku-r

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Fusion Security - Creating an Employee/User with Manual, HDL and Security Configuration Process

Security Configuration Overview

Data security makes data available to users by the following means.

Policies that define grants available through provisioned roles

Policies defined in application code

You secure data by provisioning roles that provide the necessary access.

Data roles also can be generated based on HCM security profiles. Data roles and HCM security profiles enable defining the instance sets specified in data security policies.

When you provision a job role to a user, the job role limits data access based on the data security policies of the inherited duty roles. When you provision a data role to a user, the data role limits the data access of the inherited job role to a dimension of data.

Data security consists of privileges conditionally granted to a role and used to control access to the data. A privilege is a single, real world action on a single business object. A data security policy is a grant of a set of privileges to a principal on an object or attribute group for a given condition. A grant authorizes a role, the grantee, to actions on a set of database resources. A database resource is an object, object instance, or object instance set. An entitlement is one or more allowable actions applied to a set of database resources.

Security Configuration Tasks

  01: Creating an Employee/User

  02: Adding Roles to User and Resetting the Password

  03: Create the Employee/User with HDL template

  04: Adding the Roles to User with HDL template

  05: Create Custom Role with View Privileges and add the role to User

  06: Verify the User in Manager Users

  07: Add Business Unit Data Access to User

  08: Setup Vacation Rule for a User

  09: Setup Printer in Cloud Application

  10: Run User and Roles Synchronization Process.         

  11: Setup the Manage Procurement Agent

  12: Creating a Descriptive Flexfields and testing

1: Creating an Employee/User

Creating an employee from HCM’s Hire an Employee page.

1. Navigate to My Workforce/My Client Groups àNew Person.

Please click on the below link for more details:

Fusion Security - Creating an Employee/User with Manual, HDL and Security Configuration Process

https://drive.google.com/file/d/1FLFVwkBQgs0zt47hhTuS1JZ4kDI6iJyT

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Oracle Fusion/Cloud Application Free Online Demo Instance for Limited Period

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Fusion OTBI - Oracle Fusion Transactional Business Intelligence Reports Training Manual

With Oracle Fusion Transactional Business Intelligence embedded analytics, role-based dashboards, and on-the- fly ad hoc reporting capabilities make data access and interpretation easier than ever before. Users are able to see updates in real-time, and their impact, through embedded analytics. For example, during the compensation budgeting process, a manager is able to see a running tally for reference right on the page. This eliminates the guesswork with dashboards that deliver in-line information while you do your work. Pre-delivered operational reports are enriched with robust and flexible ad hoc query capabilities that access real-time transactional data – no need to push data to a separate warehouse or engage the IT department for a custom report: it is easy, and right at your fingertips

Business Intelligence Composer

The Business Intelligence Composer is a simple-to-use wizard that allows organizations to quickly and easily create, edit, or view data without requiring an engineering background. With this capability Human Resource organizations can build and deliver reports that the business needs whenever they need it, without waiting for IT support. It is built for the business user.

Real Time Ad Hoc Query

Traditional ad-hoc reporting solutions require a person to have deep domain in their subject area and an understanding of data objects in the relevant tables they needed to report from.

OTBI hides that complexity and transforms the 9000+ reportable data objects into everyday business terminology. Which means if you are looking to see a worker’s average performance rating you will find the reporting object named as “Worker’s Average Performance Rating”.

This is all done by using the standard Oracle query and reporting tool (OBIEE). OBIEE has end user tools (Answers, Dashboards) to provide an easy-to-use interface for business users to perform current state analysis of their business applications. Constructed queries and reports are executed real time against the transactional schema supported by a layer of view objects.

In OTBI, business users can also easily drill on predefined hierarchies, enable action links, compose a dashboard, schedule a report or dashboard for delivery and export data or reports to a variety of file formats. Fusion users can also easily embed an OTBI report or dashboard in a Fusion page through Personalization

Integrated with Fusion Applications

OTBI is fully integrated with Fusion applications (roles, flex fields, lookups, trees). There is no need for additional implementation steps to map security or provide configuration inputs. OTBI needs minimum setup and is ready for use once Fusion Applications are configured and installed.

We are going to develop the Below OTBI reports

1. Navigating to and Viewing a Standard Report

2. Creating Custom Report with Wizard Template

3. Creating Custom Report with Custom Template

4. Creating Analysis Reports for Suppliers

5. Creating Ad Hoc Reports for Expenses

1. Navigating to and Viewing a Standard Report

Select Reports and Analytics under Tools in the Navigator.

Please click on the below link for more details:

Fusion OTBI - Oracle Fusion Transactional Business Intelligence Reports Training Manual

https://drive.google.com/file/d/1cZ5HTXDZqC4gvN7DzFZcXqbXHZ4OfmnQ

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