Fusion OTBI - Oracle 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 Reports and Analytics

2. Roles Required to Run/Create/Modify the OTBI Reports

3. Running Oracle Standard Report

4. Creating Analysis Report for Supplier Details

        a. Adding the new column to the existing Report

        b. Remove the Column from the existing Report

        c. Applying the Prompt (Filter) to the existing Report Column

5. Creating BI Report (Using Data Model) for Purchase Order Details

6. Creating Ad Hoc Report for Expense Details

7. Creating Dashboard Report

8. Creating Dashboard Report with Prompt (Filter)

9. Creating Master-Child Analysis Report with Prompt (Filter)

10. Creating Analysis Report with Multiple Subject Areas

 

1.     Navigating to Reports and Analytics

Login to the application with URL

Enter the User name password and click on the Sign in

 

2.       Once login to the application, we have two options to connect the Analytics report

 

3.       Option 1: Modify the URL to add the analytics

https://XXXXXXXXXXXXXXXXXXXX.com/analytics/

 

4.       Option 2: Select Reports and Analytics under Tools in the Navigator.

5.       Click on the Browse Catalog

2. Roles Required to Run/Create/Modify the OTBI Reports

BI Consumer Role

The predefined OTBI Transaction Analysis Duty roles inherit the BI Consumer Role. You can configure custom roles to inherit BI Consumer Role so that they can run reports but not author them.

 BI Author Role

The BI Author Role inherits the BI Consumer Role. Users with BI Author Role can create, edit, and run OTBI reports.

 BI Administrator Role

BI Administrator Role is a superuser role. It inherits BI Author Role, which inherits BI Consumer Role.The predefined Sales Cloud job roles do not have BI Administrator Role access.

BI Administrator Role Performs administrative tasks such as creating and editing dashboards and modifying security permissions for reports, folders, and so on.

 

3. Running Oracle Standard Report

On the Reports and Analytics page, under the Contents section, click the Expand icon to the left of Shared Folders and then click the Expand icon to the left of the applicable functional area folder into which you want to drill.  In this example, we are drilling in to Financials and scrolling down to General Ledger and further drilling in to access the General Journals Report.

Nav: Shared Folder àFinancials àGeneral Ledger àJournals àGeneral Journal Report

6.       Click the General Journals Report and then in the pop-out, click the Open link

7.       A tab displaying the General Journals Report Parameters is opened in the pane on the right.  Enter the required parameters and any additional parameters, then click the apply button.

 

8.       Depending upon the Parameters entered, the results are displayed in the region below the Parameters.

  

Please click on the below link for more details:

Fusion OTBI - Oracle Transactional Business Intelligence Reports Training Manual
https://drive.google.com/file/d/1qnXf3K6DFQf9J_x8fmkehNZcTjhyVhTZ



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