Fusion Reporting Tool - OTBI

Fusion Transactional Business
Intelligence( OTBI Reports)
Apps2CloudFusion
1 Copyright © 2015, Oracle Consulting. All rights reserved. Oracle Proprietary and Confidential
Agenda
 Introduction
 OTBI Security
 Getting Started
 Additional Features
 Adding OTBI reports to dashboard
 Document
Introduction
OTBI
Overview
• Real time self-service ad-hoc query reporting tool
• Provides an easy-to-use interface using BI Answers and Dashboards
• Allows business users to perform current state analysis of their business applications
• Reports executed real time against the transactional schema
• Visualize Information with Charts, Tables, Reports
• Can be saved in My Folder or Shared folder to be shared with others
OTBI
Features
• Robust and Easy to Use Real Time Analysis Tool
• Powerful Data Visualization
• Seamless Integration with Fusion Applications
• Support Fusion Application Extensibility
OTBI
Subject Area, Presentation Folders, Attributes, and Measures
Subject Area
Dimension - Presentation Folders
Dimension - Attributes
Fact – Presentation Folder
Fact – Measures
OTBI Security
OTBI
Security Integration with OTBI
 Security model consists primarily of Users, Job Roles, Duty Roles, and Privileges
 No separate user security setup required for OTBI
 Data Security - Uses the same data security as Oracle Fusion applications
 Object Security - OTBI Duty Roles control access to
– Subject Areas
– Web Catalog folders
Getting Started
Creating OTBI Reports
Navigation: For accessing the Analytics page
Login to Fusion Application  Navigator  Tools  Reports and Analytics Link
Access BI
Composer Access BI
Answers
Access Web
Catalog
Create Report in BI
Answers
Choose the Subject Area. The selected subject area will appear in the left pane.
Drag and Drop/Double click the required columns to appear on the ‘Selected
Columns’ workspace
You can select multiple non-contiguous columns by using the Ctrl key, selecting each column to include, and then dragging the
columns to the Selected Columns pane.
To change the column order, use the crosshairs on the column to drag and drop the
column to a different position
To define sort order, add filter on column added or to access column properties, click
Options beside the column name
You can edit column properties to control the look and feel of the column. For
example, you can specify that values in Amount column are displayed with two
decimal places and a dollar sign.
Various Formula like Concatenate, Year, Month etc can be added to column.
Click Options beside the column name, select ‘Edit Formula’
To adding filter on column added, click Options beside the column name
To adding filter on column other than the columns added, click on “Add filter” icon in filters .
This will give option to add filter on selected columns or to pick columns from Subject area.
In the New Filter dialog, select the appropriate operator such as is equal to / is in.
Select values from the list or click the Search icon to find more values from which to select.
Filter can be added on multiple columns and logical operator can be defined as “And” or
“Or”
To view the results, click on results tab. The analysis is displayed in the default Compound
Layout, which includes a Title view and a Table view
To view the save the analysis, click the Save Analysis button to open the Save As dialog
box.
To make the report accessible to other user, save it under “Shared folder”.
Additional Features
Adding Views
 A view is a visual representation of the results of an analysis. Views give you different ways of
looking at your data to help you discover patterns, trends, outliers, and other interesting
characteristics.
 You can add a variety of views to the results, such as graphs and pivot tables that allow drilling
down to more detailed information, such as explanatory text, filter controls, and more
Example – Bar graph
Adding Views
By default when you create an analysis, you see either a table or pivot table view, depending on
the columns that you selected
Adding Views
To add a new view on the Results tab, click New View, then select the view type
Adding Views - Example
To display the data in graph, add a new view - graph
In edit mode, you can modify the layout and measures of the view.
Graph view post edit. The department has been added as prompt.
Adding OTBI reports to
dashboard
Adding OTBI report to Dashboard
The OTBI report can be added to dashboard on Fusion Home Page.
Steps Required
 Create the analysis using OTBI
 Add the OTBI to dashboard
Step 1 – Create Analysis in OTBI
Step 2 – Add OTBI to dashboard
 Click on Add Content on the area where OTBI report analysis is to be added.
 Browse to the folder where analysis has been saved.
Step 3 – Add OTBI to dashboard
Analysis will be added
Documentation
Documentation
OTBI Documentation
http://docs.oracle.com/cloud/latest/reportingcs_use/BILUG/GUID-6587D171-2F27-405B-B3C8-
2F2CF4E9968A.htm#BILUG126

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Dimension - Presentation Folders

Fact – Presentation Folder

Example – Bar graph

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