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Student Guide
D96205GC30
Edition 3.0 | January 2018 | D102055
Learn more from Oracle University at education.oracle.com

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Contents
1 Course Overview
Lesson Agenda 1-2
Course Audience 1-3
Course Prerequisites 1-4
Course Goal 1-5
Course Objectives 1-6
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Course Methodology 1-7
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Course Materials 1-8
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Information Sources 1-9 n - t r
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Course Agenda 1-10
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Outline of Course Hands-On Activities 1-12
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2 Getting Started with Reporting and Analytics
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Objectives 2-2
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Looking at the Integrated Reporting Products
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Rethinking Transactionalh
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Reporting h
Examining OTBI m
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Reviewing the t o
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a h n s
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Reviewing e Toolsets 2-8
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Role-Based Access Control 2-9
o ha Reviewing Role-Based Access Example 2-10

M Examining Security Reference Implementation 2-11
Understanding Security Integration 2-12
Understanding Separation of Business Intelligence Duties by Job Roles 2-13
Viewing Reports and Analyses 2-14
Examining the Home Tab 2-15
Setting Preferences 2-16
Examining the Catalog Tab 2-17
Instructor Demonstration 2-18
Practices 2-19
Examining Sample Analyses 2-20
Practices 2-22
Quiz 2-23
Summary 2-25
iii
3 Scoping Analyses
Objectives 3-2
Examining Analysis Design 3-3
Assigning Titles and Purposes to Analyses 3-4

Examining Distribution I 3-5
Examining Distribution II 3-6
What Can You Scope from This Email? 3-7
Quiz 3-8
Summary 3-9
4 Examining Subject Areas a ble

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Objectives 4-2
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Focusing on Subject Areas 4-4
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Examining Prepackaged Subject Areas 4-5
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Reviewing the Structure of Prepackaged Subject Areas 4-6
Looking at Dimension Folders 4-7 ฺ c
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Looking at Fact Folders 4-8
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Reviewing Content for Subject Areas 4-9
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Subject Areas 4-10
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Reviewing Salary Details Real Time 4-12
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Examining Prepackaged Payroll Subject Areas 4-13
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Reviewing Payroll Run Results Real Time 4-14
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Examining Prepackaged Workforce Goals Subject Areas 4-15
M Reviewing Goal Alignments Real Time 4-16
Examining Prepackaged Workforce Management Subject Areas 4-17
Reviewing Absence Real Time 4-18
Examining Prepackaged Workforce Performance Subject Areas 4-19
Reviewing Performance Rating Real Time 4-20
Quiz 4-21
Summary 4-23
5 Constructing Custom Analyses

Objectives 5-2
Examining the Process Driving Custom Analyses 5-3
Determining Custom Analysis Content 5-4
What Objects Appear in Subject Areas? 5-5
Creating Basic Custom Analyses 5-6
iv
Practices 5-8
Modifying Basic Custom Analyses 5-9
Performance Tuning 5-10
Saving Basic Custom Analyses 5-11

Practices 5-13
Quiz 5-14
Summary 5-16
6 Using Filters
Objectives 6-2
What are Conditions? 6-3 a ble
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Examining Filters 6-4
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Understanding Filter Components 6-6
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Examining Shared Filters 6-9 ฺ c
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Using Saved Analyses As Filters 6-10
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Performance Tuning 6-11
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M Objectives 7-2
Comparing Selection Steps with Filters 7-3
Examining Selection Steps 7-4
Working with Selection Steps 7-5
Practices 7-7
Filtering via Selection Steps Based on Conditions 7-8
Using Selection Steps Based on Conditions: Exceptions 7-9
Using Selection Steps Based on Conditions: Top/Bottom (Ranking) 7-10
Using Selection Steps Based on Conditions: Match 7-11
Practices 7-13
Quiz 7-14
Summary 7-16
v
8 Organizing Data within Analyses
Objectives 8-2
Examining Table Prompts 8-3
Examining Sections 8-4

Working with Sections and Table Prompts 8-5
Practices 8-7
Examining Groups 8-8
Working with Groups 8-9
Practices 8-11 a ble
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Examining Calculated Items 8-12
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Working with Calculated Items 8-13
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Summary 8-18 ฺ c
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Exploring the BI Catalog
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Understanding d the
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Workingawith n
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Searching licBI Catalog 9-6
the
ha mmExamining More Actions on Analyses 9-7

M o Printing and Exporting Analyses 9-8
Practices 9-10
Quiz 9-11
Summary 9-13
10 Using Scheduling Agents

Objectives 10-2
Examining Scheduling Agents 10-3
Exploring Scheduling Agents 10-4
Running Agents 10-5
Listing Agents 10-6
Practices 10-8
Creating Agents with Conditions 10-9
vi
Examining Actions 10-10
Managing Agent Alerts 10-11
Practices 10-13
Quiz 10-14
Summary 10-16
11 Working with Visual Aides: Incorporating Visual Aides into Analyses

Objectives 11-2
Examining Compound Layout Panes 11-3
Specifying Table/View Properties 11-4
Examining View Types 11-5 a ble
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Examining View Editors 11-6
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Quiz 11-10
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12 Working with Visual Aides: Understanding
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Analysis Views
Objectives 12-2 ad e thi s
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Examining Trellis Views
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Examining Advanced
m to Aids 12-4
Visual
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Practices 12-6
ha m Understanding Advanced Analysis Views 12-7

M o Examining Legend, Narrative, Ticker, Logical SQL and View Selector Views 12-8
Practices 12-10
Quiz 12-11
Summary 12-12
13 Managing Analysis Content: Using Analysis Tools

Objectives 13-2
Setting Analysis Properties 13-3
Practices 13-5
Working with Column Selectors 13-6
Adding Column Selectors to Analyses 13-7
Practices 13-9
vii
Creating Master-Detail Channels 13-10
Defining the Master View 13-11
Defining the Detail View 13-12
Looking at the Master-Detail View in Action 13-13

Practices 13-15
Quiz 13-16
Summary 13-18
14 Managing Analysis Content: Restructuring Data

Objectives 14-2
Exploring Bins 14-3 a ble
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Creating, Configuring and Naming Bins 14-4
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Examining Set Operators 14-8
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Viewing a Set Operator Example 14-10
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Building Analysis #1: Defining the Primary Analysis 14-11
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Building Analysis #1: Editing Formulas 14-12
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Practices 14-16
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Quiz 14-17
M Summary 14-19
15 Scoping Dashboards
Objectives 15-2
Examining Dashboards 15-3
Reviewing Dashboard Content 15-4
Scoping Dashboards 15-5
Quiz 15-6
Summary 15-7
16 Building Dashboards
Objectives 16-2
Creating New Dashboards 16-3
Adding Content to Dashboards 16-4
Editing and Configuring Dashboard Format and Content 16-5
viii
Examining Dashboard Prompts 16-6
Practices 16-8
Using the Tools Toolbar 16-9
Configuring Dashboard Preferences from My Account 16-10

Practices 16-12
Quiz 16-13
Summary 16-15
17 Course Summary
Objectives 17-2 a ble
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Exploring Other OTBI Functions 17-4
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A Creating KPIs
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Using KPIs A-3
Examining KPI Terms A-4 ฺ c
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Building KPIs A-6
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Examining e
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Turning lic into Briefing Books B-3
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M o Downloading and Viewing Briefing Books B-5
Adding Briefing Books to Dashboards B-6
Using Briefing Books with Agents B-7
Practices B-8
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Course Overview
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Lesson Agenda
This lesson provides an introduction to the Course:

• Audience
• Prerequisites
• Goal
• Objectives
• Methodology
• Materials
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• Information Sources
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Oracle HCM Cloud: Reporting and Analytics 1 - 2

Course Audience
This course is designed for team members who are responsible for organizing, creating and
maintaining reports and related documents within the Oracle Transactional Business
Intelligence application for HCM Cloud products.
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Course Prerequisites
Recommended:
• Familiarity with Oracle HCM Cloud products

• Awareness of Oracle HCM Cloud navigation
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Course Goal
To enable participants to confidently organize, create and maintain analyses and

dashboards, schedule content delivery, and use advanced visualization features with Oracle
Transactional Business Intelligence for HCM Cloud Fusion.
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Course Objectives
After completing this course, you should be able to:

• Describe the purpose and format of Oracle Transactional Business Intelligence (OTBI)
• Create a wide array of objects
• Display documents and distribute them
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Course Methodology
Subject matter is delivered through:

• Lecture and slide presentations

• Software demonstrations
• Class discussions
• Hands-on practices
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Course Materials
Course content is delivered over two days.

• All slides presented during lecture

• Notes with additional information
• Hands-on practices
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Information Sources
Oracle Fusion HCM: Resources for Oracle Transactional Business Intelligence (Doc ID
2023155.1)
Help Center: http://docs.oracle.com/middleware/12213/biee/docs.htm
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Course Agenda
• Getting Started with Reporting and Analytics

• Scoping Analyses
• Examining Subject Areas
• Constructing Custom Analyses
• Using Filters
• Adding Selection Steps
• Organizing Data within Analyses
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Course Agenda
• Organizing Analyses
• Using Scheduling Agents

• Incorporating Visual Aides into Analyses
• Managing Analysis Content
• Scoping Dashboards
• Constructing Dashboards
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Outline of Course Hands-On Activities
In this course, you will perform these tasks:

• Navigate the reporting and analytics work areas

• Scope, construct, modify and save custom analyses
• Modify analysis results with filters and selection steps
• Organize data within analyses
• Organize analyses
• Set up scheduling agents
• a ble
Create views and visual aides within analyses
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• Manage analysis data
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Scope, construct, modify and save dashboards
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2
Getting Started with Reporting and

Analytics
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Objectives
After completing this lesson, you should be able to:

• Describe what Oracle Transactional Business Intelligence (OTBI) is, how it functions and
who uses it
• Differentiate the five types of roles in Oracle Application security.
• Explain how functional privileges are separated by job role.
• Connect to OTBI
• Configure preferences
• Navigate the application
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f e r
• Run standard analyses
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Looking at the Integrated Reporting Products
The Oracle Transactional Business Intelligence (OTBI) comprises:

• Structures that provide users with the ability to report on HCM information
• Sample reports that can be edited to meet individual customer requirements
OTBI uses the Oracle Business Intelligence Enterprise Edition (OBIEE) reporting tool to
provide these.
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adtheemost
thiimportant functions of this component.
OTBI includes several different components. first is OBIEE (Oracle Business Intelligence
a h
Enterprise Edition). This course covers
s Transaction
( m
OTBI/Operation Analytics (Oracle
t o us Business Intelligence) is a component of OTBI that
h a d se
interacts with OBIEE and uses either sample reports which can be modified and saved in BI
Composer to generate
d en toolsThis
sa licanalyses. course describes OTBI at a higher level but does not cover
m eusers can leverage.

procedural knowledge. Such as answers and dashboards allow for the production of content
m
that end
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Rethinking Transactional Reporting
Transactional reporting:
• Uses the power of a Business Intelligence (BI) tool with real-time data
• Generates “real-time insight” and not a simple “data dump”
• Constructs information from “top-down” rather than “bottom-up”
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aforduseeonce
Business intelligence is fully integrated with s
thiHCM is provisioned and data is available for
Oracle Cloud
security configuration, and is ready
a h
s andusecurity
s profiles.
reporting. OTBI inherits user
( m roles
t o
h
Oracle Cloud HCM tree
a ad structures
n se are flattened and propagated to OTBI so users can easily analyze
data by rollingsup or drilling
e
e
hierarchy. d supports
OTBI lic multi-language translation. The reporting user interface and metadata can
the various hierarchies, such as a supervisor, department, or position
m
switch
mto the user’s chosen local language. The same report or dashboard built in English can be
a
ohdeployed globally to non-English users.
M Oracle Cloud Users can easily embed a report or dashboard in a Oracle Cloud page through
personalization. It’s also possible to embed reports that use passed context. For examples, see the
following sample reports on Oracle Cloud Customer Connect:
https://appsconnect.oracle.com/posts/770067b4c8
https://appsconnect.oracle.com/posts/d451cffc96

Examining OTBI
Real Time BI Ease of Use/High Interactivity

• • Built on best-in-class OBIEE tool
Real-time, no latency
1 • No persistent data store
2 • Business-centric reporting
subject areas
• Pre-built calculated measures
Seamless Integration with Fusion Supports Extensibility

Applications • Flexfields, trees and column labels
available for reporting
•
•
Minimal configuration
Use HCM Cloud Application:
• Supports multi-language
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3 – Security
4 • Custom reports can be embedded
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– Metadata e.g. trees, column labels
in pages via Page composer and
an s
– Language, locale and currency
as infolets
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preferences
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9 2 @analysisStstructures that users can access to create ad
hoc reports, dashboards and alerts h a is
d thdecision-making.
OTBI is a set of pre-seeded yet customizable
s
to aid daily
a usThis e allows users to buildOTBI is built on Oracle Business
d se( m
Intelligence Enterprise Edition (OBIEE).
t o data visualization with real-time
h a
data that highlights data patterns and encourages data exploration instead of delivering static flat
accessnto a variety of data visualization options from standard graphs to
sa such
reports. Users have
d licasetrellis, tree maps, performance tiles, KPIs, and so on. With a few clicks,
advanced
usersm
e visuals
a m can create conditional formatting on columns or enable action link drill from a summary
M ohanalysis to view employee details. Users can easily assemble relevant analyses into a role-based
dashboard that rolls out to business units or line managers with built-in data security.

Examining OTBI
Oracle Transactional Business Intelligence is a reporting solution with many benefits:

• Business-centric reporting subject areas

• Reporting from 9,000 HCM data objects
• Powerful data visualization
• Role-based dashboards
• Build once, share everywhere within Fusion Applications
• Available on mobile devices
• a ble
Export analyses to Microsoft Excel, PowerPoint, and PDF readers
f e r
• Microsoft Office integration via Smart View
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Multi-language support
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9 2 @ StWith the SmartView desktop tool, users can
create or run analyses within MS h a s
d WordthoriPowerPoint
OTBI is a integrated with Microsoft Office applications.
s
Excel,
a reports
u s e and save analyses back into the OTBI
catalog real-time. Users can
d se ( m access
t o and dashboards on mobile devices. Mobile Application
h a
Designer (OBI MAD) is available for customers
arendevice independent.
to design real-time dashboards purposeful for mobile
d sa that
phones and tablets
l i c e
m e
a m
M oh

Reviewing the Architecture
Content Summary: Embedded Real-Time Reporting Real-Time BI

• 300+ embedded analytics Analytics (OTBI) Publisher

• OTBI: Covers 35+ Fusion
Products
• BI Common Semantic Model: BI Common Semantic Model
• Organize reporting metadata
into business-centric subject Real-Time Queries
areas
• Define derived calculations BI View Objects
a ble
BI View Objects:
f e r
• Are single source of truth for BI
an s
•
Fusion Application
n - t r
Represent facts and dimensions Transactional Database o
• Implement data security
s an
• Handle Multi-Language Support
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Reviewing the Reporting Toolsets
BI Composer
• Access from within HCM

Cloud applications
• Run reports
• Create simple reports
Casual Users
Oracle BI Answers
• Create full-featured reports
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• More graph options,
f e r
conditional format
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• Create dashboards
n - t r
Business • Schedule reports
o
Power Users
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Role-Based Access Control
Security in Oracle HCM Cloud is role-based, where roles control who can do what on which
data.
Who? A role assigned to a user
What? A function that users with the role can perform
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Which Set of data that users with this role can
n - t r
o
an
Data? access when performing this function
s
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Reviewing Role-Based Access Example
Differences between users are

Lynne Martin
accounted for by differences in (User)

the roles that they inherit.
Data Role
Abstract Role
Time and Labor Manager-
Employee
US Workers
Job Role
Time and Labor Manager
a ble
f e r
an s
Worker Time Card Entry
Aggregate Privilege
Manage Time Card
n - t r
Aggregate Privilege
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9 2 @ for Lynne's
S t abstract and job roles. In reality, abstract
d thand
The figure shows example aggregate privileges
aprivileges s
i duty roles. They also inherit many function
and job roles inherit many aggregate
a h
s policies e
security privileges and data
( msecurity
t o us directly.
• ad time
Lynne can report
a h n sineher own time card, thanks to the aggregate privilege inherited by her
Employee
d s abstract
l i cerole.
e
• mShe can also adjust time cards for UK workers, thanks to her data role, which includes the
m
ha UK Workers security profile and inherits the Time and Labor Manager job role. This job role
Mo inherits the Manage Time Card aggregate privilege.

Examining Security Reference Implementation
Oracle HCM Cloud Applications provide a comprehensive set of predefined security data
known as the Security Reference Implementation.
It provides predefined:
• Abstract roles Job Role
OBI Administrator
• Job roles
Aggregate Privilege
• Aggregate privileges (Inherited)
• Duty roles Analyze Time Rule

a ble
Processing Details
f e r
• Function security privileges
an s
• Data security policies
Privilege
n - t r
no
Analyze Time
Rule Processing
• HCM security profiles
s a
Details
) h a
m d e ฺ
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ฺc Gu i
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i nฺi uden
9 2 @ St Implementation in the Oracle Human
SecuritysReference
Capital Management Cloud Security h d thand
To review further information, consult the
aReference i the Oracle Applications Cloud Security
s a us e
( m
Reference for Common Features.
t o
a h ad nse
e d s lice
m m
h a
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Understanding Security Integration
Job roles are assigned with corresponding transaction analysis duty roles:
• You can assign transaction analysis duty roles to custom job roles
• Except for Line Manager, all job roles with business intelligence access have BI Author
privilege and can create analyses; Line Manager has BI Consumer access and can only
run analyses.
Subject Areas:
Assigned Salary Details RT Stock
Details RT Workforce
HCM Job Role:
BI Duty Role: Compensation RT
a ble
Compensation Analyst
Compensation
Transaction Analysis Duty
f e r
Is Is
a n s
Assigned Assigned
n -t
Web Catalog Folders r
o
a n -> Compensation
Shared Folders -> Human Capital
Assigned Management
User Job Role: Compensation Analyst s
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Understanding Separation of Business Intelligence Duties by Job
Roles
The functions available to users depend on their business intelligence job roles and abstract
roles. The main roles with business intelligence function and data access are:
• BI Administrator
• BI Author
• BI Consumer
• BI Publisher Data Model Creators
a ble
f e r
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Viewing Reports and Analyses
Reports and analyses:

• Are embedded in HCM Cloud

• Are user configurable
• Inherit HCM Cloud applications user
security
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f e r
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Examining the Home Tab
Numerous functions of the Home tab include:

1. Search: Full search function + Advanced Search

2. Object Access: Browse/Manage, Recent and Favorites
3. Preferences: Administration and Configuration options available
4. Get Started: OBI Intro, Documentation, Help, Tools Download, Oracle Technology
Network
a ble
f e r
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Setting Preferences
My Account has 5 tabs and each

tab focuses on different set of

configuration options
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S t be edited on the My Account tabs.
ad e thi
Some preferences may be inherited from s
HCM and
s a h
( m t o us
a h ad nse
e d s lice
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oh a
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Examining the Catalog Tab
Numerous functions of the Catalog tab include:

1. Folders: Folder Organization

2. Tasks: Document Management
3. Folder Content Display: Printing, Distribution, Formatting
4. Toolbar: Folder Creation, Folder Management, Multi-Option Document Search
a ble
f e r
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Instructor Demonstration
• 2-1: Signing on to OTBI and Navigating the Home Tab

• 2-2: Setting Preferences
a ble
f e r
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Practices
• 2-1: Signing In to Oracle Transactional Business Intelligence

• 2-2: Navigating the Home Tab

• 2-3: Setting Preferences
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f e r
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Examining Sample Analyses
Sample analyses:
1. Are ready-made analyses available for use

2. Cover a broad range of subject areas and lines of inquiry
3. Are easy to generate – simple search-and-run functionality
4. Produce results which can be saved and distributed
5. Can also be modified for specific needs
a ble
f e r
an s
n - t r
a no
h a s
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9 2 @ to business
related s S t activities are stored in the system.
ad eacross thi many subject areas and business functions. They
Numerous sample analyses are included
There is a large variety of sampleh
a analyses
slogginguinsto the application – all that is necessary is the name of the
are immediately useable upon
( m to and then opened. Note that the sample analyses are
analysis in question sodit can be searched
a e
h ensOpening them generates instant results and the analyses can later
adocuments.
s
initially read-only
licand shared, as needed.
d modified
e
then be saved,
m
a m
M oh

• 2-3: Running Standard Analyses

a ble
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Practices
• 2-4: Running Standard Analyses

a ble
f e r
an s
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Quiz Q
Oracle Transactional Business Intelligence allows end users to:
a. Store and distribute dashboards

b. View and edit analysis content
c. Create analyses
d. All of the above
a ble
f e r
an s
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Answer: d.
h a d this
s
End users can store and distribute a all kinds
u s eof documents, including dashboards, to view and edit
d m
existing content, with the (right user o
t permissions, and to create many kinds of documents, including
analyses. a
ah cens e
s li
m ed
o ham
M

Quiz Q
OBIEE is the real-time ad-hoc reporting and analysis tool built with OTBI.
a. True
b. False
a ble
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Answer: b
h a d this
s areal-time
The reverse is true - OTBI is the
u s ead-hoc reporting and analysis tool built with OBIEE.
d ( m to
a
ah cens e
s li
m ed
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M

Summary
In this lesson, you should have learned how to:

• Understand the role-based security.

– Roles control who can do what on which data.
• Connect to the OTBI
• Set preferences
• Navigate from the Home page
• Run standard analyses
a ble
f e r
an s
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Moha
m
med
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@
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in tude
)
m nt G
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on - t r an
sf e r a b
le
3
Scoping Analyses
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f e r
an s
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Objectives

• Complete the six steps for scoping analyses

• Explain the distribution options available for analyses
a ble
f e r
an s
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Examining Analysis Design
Six Steps of Scoping:

1. Distribution
2. Columns
3. Conditions
4. Grouping
5. Formatting
6. Saving and Publishing
a ble
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Assigning Titles and Purposes to Analyses
Sample Scoping Document

Date of Request: Ongoing analysis, scheduled to run annually
Title of Analysis: Annualized Salary Data
Summary data for:

• Employee Name
Purpose of Analysis: • Manager Name

a ble
f e r
• Annualized Salary
an s
• # of Days Since Last Salary Change
n - t r
a no
h a s
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9 2 @that s S tbe continuous, except where specially noted
adtitle becomes
thi the published title and title appearing within the
When considering the date of request, know it can
Measure objects are concerned. The
s a h e
analysis. The purpose of the
( m analysis
o us help define the various objects, criteria and distribution
can
details that need to bedincluded in tthe
h a s e analysis. This helps to prioritize the creation of the analysis in
the queue.
d sa licen
m e
ham
Mo

Examining Distribution I
Who gets the analysis? How do they receive it and with what frequency?
Determines method of distribution Determines formatting options necessary
Non-HCM Cloud users vs. HCM Cloud users Determines scheduling options, if needed
Distribution: Sample Analysis

Who needs access How is this analysis
to this analysis? to be distributed?
Director of Human Right after performance
a ble
Resources cycle
f e r
an s
Managers On demand in shared
folders n - t r
a no
h a s
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here,sit is
t
ad eor scope,
thi analyses. Remember, figuring out the
By using a form similar to the one displayed quickly possible to gather the necessary
a h
information and then make key decisions,
s is the
distribution logistics for an m
( analysis
t o usfirst step of analysis design. The first questions deals with
who reads and uses the
h a d seanalysis, such as the consumers. The next question deals with the format in
sa reads
which the audience
c n analysis and how often it is needed.
ethe
e d l i
m m
M oha

Examining Distribution II
Determine how analyses are distributed and to whom:

• Via scheduling agents

– For consistency and to save time
• To OBI users on demand via shared folders
– A full range of formatting options are available, in publishing folders
• As Excel documents, to OBI users on demand
– Fewer formatting options required
• Via PDF/Excel, as email attachments, to non-HCM Cloud users or HCM Cloud users
a ble
(once, or on a pre-determined schedule)
f e r
– Page formatting is key an s
n - t r
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What Can You Scope from This Email?
a ble
f e r
an s
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Individuals requesting analyses often do9not 2 @fully s S t analysis scoping themselves and may
aisdnecessary
thi to have in order to run the analyses successfully.
understand
leave out important information that
a h e
sbe ableutosaccess this analysis? How is it distributed to them? What
Look at the email. Who should
d ( m to at this request, what information do you have? Answer: who
a
content should Anna include?
ahgeneral e
Looking
s of the analysis. What information do you still need? Answer: format
nscope
and howe the
s
the analysis is for,
c e
d analysislisi to be accessed
m
m scoping an analysis, users are encouraged to design a summary-level report that allows
h a
When
o drilling to additional details. For example, a report that presents Average Salary by Cost Center and
M then lets you drill to a list of workers and their salaries.

Quiz Q
Which of these is not a typical consideration when scoping analyses?
a. Frequency of delivery
b. Analysis content
c. Target audience
d. All of the above are typical considerations.
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Answer: d d 2
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All of the above are typical considerations.
(m to
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Summary

• Complete the six steps for scoping analyses

• Explain the distribution options available for analyses
a ble
f e r
an s
n - t r
o
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) ha ฺ
ฺ c om uide
m nt G
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@ in tude
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a
ah use t
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(m to
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Moha
m
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aha cense
(m to
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4
Examining Subject Areas

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f e r
an s
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Objectives
After completing this lesson, you should be able to describe:

• Subject Area Overview

• Dimensions and Fact Folders
• Prepackaged Subject Areas
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Understanding Tree Hierarchy Reporting
Tree flattening is a process that compresses a tree into a column-based table where:
• A 15-level reporting hierarchy is built from the column-flattened tables

• Users can aggregate or drill down data with the hierarchies, i.e. department, position, or
location
APAC
le
Australia China Hong Kong Japan
r a b
Human
sf e
an
Resources AU Finance CN HCM HK Finance JP
n - t r
o
an
HCM CN HCM JP
s
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Focusing on Subject Areas
Subject Areas
Subject Areas:
• Organize reporting data in easy-to-

Dimensions
understand functional units
• All end with “Real Time”
Hierarchy Attributes
• Are sorted alphabetically Fact
• Are secured
Measures
a ble
f e r
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Examining Prepackaged Subject Areas
Analyses and reports are built on Subject Areas:

• Sets of related information with a common business purpose

• Designed to identify a set of relevant and related data on which to build an analysis or
report
This report...
a ble
f e r
an s
n - t r
...originates from
this subject area
o
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Reviewing the Structure of Prepackaged Subject Areas
A subject area consists of a set of folders and:

• Each folder contains columns representing attributes

• Reports are defined in terms of columns in the subject area
Folders in the
Subject Area subject area
Attributes of the
a ble
Benefits Group
f e r
dimension folder
an s
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o
Entities in the
s an subject area
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Looking at Dimension Folders
Contains specifications of the folders

participating in an analysis:
• The folders are often referred to as
dimensions.
• A separate dimension folder appears
for each object in the subject area.
Dimension folder
• Examples: Department (name,
location, address).
Dimension attributes
a ble
• Some folders appear in more than
f e r
one subject area. These are called
an s
common dimensions
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Looking at Fact Folders
Contains a list of quantitative attributes that characterize the entities:

Example:
– Expected revenue for a revenue
line item Fact folder
– Total expected revenue for all

opportunities
a ble
f e r
an s
Columns in
n - t r a fact folder
o
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Reviewing Content for Subject Areas
Benefits Compensation Payroll

• Action Items • Salary Details • Payments Costing
• Enrollment Opportunities • Salary History • Payments Distribution

• Enrollments • Stock Details • Payroll Run Costing
• Potential Life Events • Workforce Compensation • Payroll Run Results
• Setup • Workforce Compensation • Retroactive Pay
Budget
Succession Workforce Workforce Goals
Management Management • Goal Alignments
• Goal Status Overview
• Incumbent Plan • Absence
• Goal Tasks
• Job Plan • Accrual
• Target Outcomes
• Plan Candidate • Employment Contract
• Grade Rate
Workforce Profiles
a ble
Workforce Performance
•
•
Person
Position • Library Objects
f e r
• Work Relationship • Model Profile
an s
•
•
Performance Document Status •
•
Worker Assignment Event
Worker Assignment
• Person Profile
n - t r
no
Performance Rating Distribution
• Performance Rating • Document of Record
Workforce Talent Review
• Performance Task Status • Check List
s a
) h a • Talent Review Meeting
m d e ฺ
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ฺc Gu i
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9 2 @ areSadded
areas s
t regularly. Note, that for many customers,
adareesomethiof the most commonly used for creating analyses
This list is not exhaustive and new subject
the groups of subject areas listedh
and other types of objects m
a here
butsother such
usgroups as those for Budgetary Control, Employee
(
d se t o
Expenses and Sourcing,
h a among others, are also available for use. Note that these subject areas are
importanteto
satowriting
available as of the
drefer eofnthe guide;
licreporting
the
however, as the product is updated and changed it is
documentation on docs.oracle.com or cloud.oracle.com to view the
m mlist of subject areas available for reporting.
current
oh a
M

Subject Areas
• Serve as logical representations of cloud data

• Are independent of the source of the data

– Can originate in the transactional or historical repositories
• Are independent of the underlying storage schemas
– Shield the report and analytics developers from having to understand
the physical schemas
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Examining Prepackaged Compensation Subject Areas
• Compensation – Salary Details Real Time

• Compensation – Workforce Compensation Real Time – with enhancements

• Compensation – Workforce Compensation Budget Real Time – with enhancements
a ble
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Reviewing Salary Details Real Time
This Compensation subject area can answer business

questions about:
• Average salary by location and job
• Each worker's current salary Dimension
folders
• Distribution of salary by quartile by country or job
• Workers have not had a salary adjustment in over
12 months Fact folders
• Current cost of base pay by organization
a ble
f e r
an s
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This subject area furnishes real-time information
d various
aby i s workers’ current salaries. This subject area can
thcomponents,
s a h
be used to analyze workers’ salaries
s e for instance.
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Examining Prepackaged Payroll Subject Areas
• Payroll - Element Entries Real Time

• Payroll – Element Entries History Real Time

• Payroll - Payments Costing Real Time
• Payroll - Payments Distribution Real Time
• Payroll - Payroll Run Costing Real Time
• Payroll – Rate Calculation Results Real Time
• Payroll - Payroll Run Results Real Time
• a ble
Payroll - Retroactive Pay Real Time
f e r
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Reviewing Payroll Run Results Real Time
This Payroll subject area can answer business questions Dimension

folder
about:
Fact folder
• List the payroll, element entries and their input values
for all the workers
• Total amount incurred by the employer as payroll
charges
• Average standard earnings by various jobs
• List the voluntary versus involuntary deductions by
a ble
various locations
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an s
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a no
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9 2 @ S t on payroll run results. It is possible to report
ad eprocess
This subject area revolves around real-time
on payroll run results for the entirehpayroll
s
thi or for a single worker.
information
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Examining Prepackaged Workforce Goals Subject Areas
• Workforce Goals - Goal Alignments Real Time

• Workforce Goals - Goal Status Overview Real Time

• Workforce Goals - Goal Tasks Real Time
• Workforce Goals - Target Outcomes Real Time
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Reviewing Goal Alignments Real Time
This Workforce Goals subject area can answer business

questions about:
• How many aligned goals a worker has
• The number of aligned goals by business unit or
department
• Which organization goals have the largest and
smallest number of worker goals aligned Dimension
folders
• All colleagues with which a worker’s goal is aligned
a ble
Fact folder
f e r
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9 2 @ on worker
S t goal alignment details. It is possible to
ad e and s
thithe management.
This subject area provides real-time information
s a h
analyze goals for workers, the organization,
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Examining Prepackaged Workforce Management Subject Areas
• Workforce Management - Absence Real Time

• Workforce Management - Accrual Real Time

• Workforce Management - Checklist Real Time
• Workforce Management - Employment Contract Real Time
• Workforce Management - Person Real Time
• Workforce Management – Reported Time Cards Real Time - enhanced
• Workforce Management – Time Collection Devices Real Time
• a ble
Workforce Management - Work Relationship Real Time
f e r
• Workforce Management – Worker Assignment Event Real Time
an s
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Workforce Management - Worker Assignment Real Time
o
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Reviewing Absence Real Time
This Workforce Management subject area can answer

business questions about :

• Various absence plans, types, and categories in the
organization
• Which business unit has recorded the largest number
of leaves during the year
• Average leave taken by department or location
Dimension
•
le
Workers who have taken more than the average folders
number of absences per quarter

r a b
Fact folders
s f e
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no n Dimension
s a folders
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9 2 @on worker’s
S t absence information. Such data related
This subject area imparts real-time information s
adcategories,
thi types, reasons, status of the absence plan and
to worker absences as absence plans,
a h e
s Flexufields
s are also available in this subject area.
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certifications can all be analyzed.
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Examining Prepackaged Workforce Performance Subject Areas
• Workforce Performance - Performance Rating Distribution Real Time

• Workforce Performance - Performance Rating Real Time - enhanced

• Workforce Performance - Performance Task Status Real Time
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Reviewing Performance Rating Real Time
This Workforce Performance subject area can answer

business questions about: Dimension

• Which workers have completed performance folders
evaluation for a performance document period Fact folders
• What the questions are posed and answers provided

by various participants
• Numbers of workers by various ratings, based on a
document
• a ble
Trends in performance ratings for a worker over
f e r
successive years
an s
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9 2 @on workers’
S t performance ratings based on
This subject area houses real-time information
adperformance s
thi self-assessment and evaluations given by the
performance documents. The worker
a h e
sare alsouavailable.
s
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manager or other participants
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Quiz Q
Subject areas can be considered as collections of interconnected information with the same
business goal.
a. True
b. False
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a
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ainformation t a common business purpose.
s
Subject areas are sets of related
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Quiz Q
What statement is true about subject areas?
a. Columns follow data in multidimensional examination and measure columns express

mainly quantitative data by which a column can be measured.
b. A subject area consists of a set of folders and each folder contains multiple columns that
represent attributes describing the entities in the subject area.
c. Tree flattening is a method for compressing a tree into a column-based table where a
15-level reporting hierarchy is built from the column-flattened tables.
d. All of the above statements are true.
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a
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atrue.
s
All of the above statements are
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Summary
In this lesson, you should have learned about:

• Subject Area Overview

• Dimensions and Fact Folders
• Prepackaged Subject Area
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Moha
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le
5
Constructing Custom Analyses

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Objectives

• Explain the Content Area structure

• Determine content of custom analyses
• Create and edit custom analyses
• Save custom analyses
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Examining the Process Driving Custom Analyses
By employee, what are the
annualized salaries? And how
many days has it been since
there was a salary change?
OTBI for HCM Cloud

creates SQL statement
a ble
User receives
f e r
results in
default format
an s
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2 @ is essentially
Carrying out a request to build a custom9analysis S t
a d h i s creating a simple business statement.
t like a translation tool to change requests into
s ah uCloud
Oracle Business Intelligence for HCM
s e works
(m to
easily interpreted statements.
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Determining Custom Analysis Content
Scoping Document for Basic Custom Analysis

Title of Analysis: Managers with Direct Reports
Keep an ongoing list of all managers with direct

Purpose of Analysis:
reports
Workforce Management – Worker

Assignment Real time
Subject Area and
* Manager Name * Location Name
Columns Used:
* Department Name * Job Title
a ble
f e r
* Email Address
an s
n - t r
Frequency:
o
an
Ongoing, updated at the end of each quarter
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What Objects Appear in Subject Areas?
Dimension Columns
are attributes, which appear as blue 3x3 grids with a dark blue center column, track data in
multidimensional examination and can be organized into hierarchies or classes:
Measure Columns
are metrics ,which appear as blue rulers, convey mainly quantitative data by which a column can
be measured, ranked, or classified:
a ble
Hierarchy Columns
f e r
are either attributes or metrics, which appear as blue folder trees, that contain drill-down data and
an s
work to create pivot tables:
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2
A typical subject area is comprised of9folders
@ containing
S t three types of objects:
ad e bythbluei s
• Dimension columns area
s h
represented
s grids. Columns contain string text or dates and
( m
may have multidimensional
t o u
data. The second, measure columns, are represented by blue
rulers. d
ha ense
s a
• d are
Measure
e lic comeofintoaverages
columns use when it is necessary to see totals or counts. Measure
m msignificance of dimensions versus measures.

columns comprised or totals. It is also important to understand the
oha
Numeric operations can be applied to a metric
M and metric is automatically aggregated based on the dimension selected in a report.
Aggregate functions, such as sum, can be applied to measure columns.
• Hierarchy columns are columns that contain subsets of data that can be explored further in
the pivot tables that they create.

Creating Basic Custom Analyses
Creating custom analyses involves the following steps:

1. Selecting the subject area

2. Locating and adding the desired columns / measure columns
3. Locating and adding the desired columns / measure columns
4. Running the analysis and examining results
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f e r
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9 2 @data from
S t multiple subject areas. For more information,
It is possible to create analyses that combine
see Cross-Subject Area Analyseshinathe Human
s
d thiCapital Management Cloud Creating Analytics and
s a u s e
Reports guide.
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• 5-1: Launching New Analyses

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Practices
• 5-1: Creating Basic Custom Analyses

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Modifying Basic Custom Analyses
You can modify custom analyses once you have finished running them and retrieving
results. Items to consider include:

1. Adding other columns
2. Removing existing columns
3. Rearranging columns
4. Modifying column properties
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Let’s say that another measure column 9 2 @to be S t
needs s
adwe started…..by
thi
added to the analysis to give it real context. It’s
very easy to return to the place where
s a h s e simply clicking the Criteria tab in the upper
left-hand corner. Once youm
( have
t o u
clicked it, you return immediately to the original tab and can start
h a d se
modifying in the Analysis editor. Analysis creators often toggle back and forth between the Criteria
sato build,
and Results tabs
c n and modify analyses.
eview
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Performance Tuning
Items that can affect performance include:

• Selecting columns from too many subject areas. As an alternative you can:
– Create multiple reports that can be displayed next to each other, with each report
using a smaller number of subject areas
– Choose one subject area that contains all of the columns you need
• Unused columns
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f e r
an s
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Choosing one subject area that contains9all 2 @ S t you need: For example, Performance
of thescolumns
ad earethavailable
Document and Rating details for ahworker
a
i in the Performance Rating subject area. It is
( m
not necessary to choose these s columnsu s
from the Performance Document Status subject area and
ad nse
the Rating subject area. t o
a h
e
the report d s Unused
Unused Columns:
layout. licecolumns
This refers to a column added to an analysis but moved to the excluded area of
can increase the complexity of the SQL query which in turn can
m m
oha
impact performance.
M

Saving Basic Custom Analyses
When saving a custom analysis:

1. Save it to the Shared Folder/Custom folder

2. Provide a name that:
– Indicates what the analysis covers
– Sets it easily apart from other analysis names
3. Save it in a logical location
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f e r
an s
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9 2 @ St to save custom analyses in the Shared
h
Folder/Custom folder. If an analysis a d
To avoid the unwanted deletion of objects,
is
it is necessary
is saved tinhthe /Shared Folder/Human Capital Management, for
s a usforeit to be deleted during upgrade or patching.
d ( m
instance, then it is reasonable to expect
to
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• 5-2: Modifying Basic Custom Analyses

• 5-3: Saving Basic Custom Analyses
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Practices
• 5-2: Modifying and Saving Basic Custom Analyses

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f e r
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Quiz Q
Subject areas must be selected as the last step when creating new custom analyses.
a. True
b. False
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f e r
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Answer: b. d 2
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a e tcreating new custom analyses.
ahfirstuwhen
s
Subject areas are always selected
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Quiz Q
What is the difference between columns and measure columns?
a. Columns track data in multidimensional examination and measure columns convey

mainly quantitative data by which a column can be measured.
b. Columns convey mainly quantitative data and measure columns track data in
multidimensional examination.
c. Columns cannot track data in multidimensional examination and measure columns rarely
convey quantitative data by which a column can be measured.
d. There are no differences between them.
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f e r
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9 2 @ St
Answer: a
h a d this
s a uexamination
Columns track data in multidimensional s e and measure columns convey mainly
m
quantitative data by which( a columnocan be measured.
d se t
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Summary

• Explain the Content Area structure

• Determine content of analyses
• Create and edit analyses
• Save analyses
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6
Using Filters
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Objectives

• Describe the use of conditions

• Add filters to analyses
• Use advanced filtering techniques
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What are Conditions?
Conditions:
• Are mechanisms used to alter the amount of data in results

• Thus control the quantity of data appearing in analyses
• Can be established to scale down or exclude such various data types as:
– Date ranges (how many days/weeks/months/years?)
– Demographics (male vs. female/ethnicity/under 40 vs. over 40?)
– Locations (city/state or province/country/global region?)
– Statuses (under review/ongoing/pending/completed?)
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f e r
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9 2 @ St part of analysis design. Conditions are
essentially functions used to modifyh a d this Often, analysis authors do not want to have a
Figuring out the conditions for an analysis is an important
s
analysis results.
ain analysis
u s eresults. Typically, they want to see very specific data and
d m
huge amount of data appearing
( authorstoto manage the amount of data appearing as result. Conditions
a
so conditions help analysis
ahdata cand se relevant data. Moreover, they can be used to restrict data
nretain
s
remove irrelevant
e
li of inquiry of business operations. The bulleted list shows several data
etod many areas
pertaining
typesm
am in “date ranges”, a condition could be built to just show data from the last two fiscal
and then specific parts of the data types which conditions could be used to target. For
hexample,
Mo quarters. Another example would be placing a condition on an analysis to only show managers who
work in APAC nations.

Examining Filters
Filters:
• Are a common way to introduce conditions into

analyses
• Have an instant impact and can change the data
aggregates appearing in results
• Can be added, edited and removed quickly and
easily
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Filters are regularly-used conditions that9filter 2 @data outStof analyses on a global scale. On one hand,
their impact is global and their effecth a d thisboth of which factors certainly define their
s
is immediate,
aa pointuofsconsideration
e
advantage. On the other hand,
d se ( m t o is that they can affect the size of data
h a
aggregates found in the analysis results. Filters can strip out data, sometimes too much, so it is
d saarehowan
important to know
l i c en condition
to fine-tune filters so that they remove the ideal amount of targeted data.
takenm
e
Filters, however, important to know how to use as they can be set up, modified, and
m out of analyses very simply.
M oha

Building Filters
There are three ways to create filters:

1 From the Create drop-down menu: 2 Directly from Columns:
3 In the Filters area:
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9 2 @ Slaunch t the filter building functionality in three
ad e thi
It is quite a simple task to build a new filter. s
You can
different places:
a h
s menu.
• m
From the Create (drop-down
t o us Filters created here are built to be applied within one or
more analyses
a h adand naresefilters that analysis authors expect to use frequently. They tend to be
e d snew analyses
more complex
within lice is a time-saving mechanism and ensures consistency.
and so taking the time to build them once instead of each and every time
m mFrom the drop-down menu found on all columns that are placed in the Selected Columns
oh a •
M area. If analysis authors know exactly what column is needed for the filter, the process can
start right here.
• And most often, in the Filters area, right below the Selected Columns area. This is the most
common starting point as many filters can be made, used, and managed in one location.
All methods open up a dialogue box, aptly named New Filter. Here you can designate the specific
criteria necessary for new filters. The Operator field on the New Filter dialogue box is how you
introduce the condition. It allows you to determine how much data is or is not available in the
analysis. The Value field on the New Filter dialogue box provides the quantitative constraints and
works in conjunction with the option in the Operator field to complete the filter. The Protect Filter
checkbox prevents the filter from being overridden by any prompts that may affect.

Understanding Filter Components
Operators
• Value
– Constant
– Range
• And/Or
– Multiple conditions
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f e r
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9 2 @ask "what
S t conditions should be used to narrow down
ad e thi
When building filters, analysis authors should s
the scope of reports?"
s a h
(
The Filters section is used m o us of non-essential information from reports. If filters can
for the removal
t
h ad nthen
subtract data from reports,
a sefilters can prevent exceeding row limitations. These tools, or
s
variables, include: e
lic help specify the manner of comparison of each record against the value in
ed which
• mOperators,
m the filter,
M oha • Values help set the filter by using constants, typed values, selections or ranges to define the
parameters of the filter,
• The And/Or function, which is necessary when there are two or more filters. The And option,
which is the default, automatically includes data among two or more objects. The Or option,
however, works to exclude data using two or more objects.

• 6-1: Adding Filters to Analyses

• 6-2: Modifying Filters
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Practices
• 6-1: Modifying Analysis Results with Filters

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Examining Shared Filters
Benefits:
Examples:
• Allow for reuse of the same filter • Build standard location filters for
criteria over multiple analyses different lines of business
• Save time and effort • Handle localization-specific
reporting
• Are inserted into analyses
quickly and simply • Define Active/Inactive Status
and/or Participants
• Can be edited, configured, and
• Reject motives for benefit claims
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archived
f e r
an s
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9 2 @ S
allowssyou
tto spend time focused on the new issues in a
d and
Creating filters and storing them in a library
particular analysis. Shared filters h anamed thi saved filters in the BI Presentation Catalog. They
a are
e
swithin theusame
s subject area. For analysis authors planning to
can be used in analyses built
d se( m t o
h a
generate multiple analyses for data inquiries on a related area, creating shared filters can save time
same filtersnare to be used time and again. Like other OBI documents, they can be
and effort if the a
d s larchived
modified,econfigured, ice and exported.
m m
h a
Mo

Using Saved Analyses As Filters
Benefits:
• Can be any analysis that returns a column of

values
• Should be tied to an existing column in new
analyses
• Can be edited and combined with other filters
• Are created on the New Filter dialogue box
• Save time and effort
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9 2 @by theSvalues
t returned in another and to this end it is
d tLike
The results of one analysis can be determined
aanother. s
hi saved filters, using saved analyses as filters are
h
possible to use one analysis to filter
a
s extrautime e
s and effort when trying to create more complicated filters
( m
efficient means to avoid spending
t o
a h ad nse
e d s lice
m m
oh a
M

Performance Tuning
Items that can affect performance include:

• Not using filters

– Without filters the report may fetch a large volume of data
• Using an attribute instead of the attribute ID in a filter
– For example, using “person ID” instead of “person number” in a filter improves
performance
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• 6-3: Creating Shared Filters to Modify Analysis Results

• 6-4: Modifying Analysis Results with Saved Analyses as Filters
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Practices
• 6-2: Creating Shared Filters

• 6-3: Modifying Analysis Results with Shared Filters

• 6-4: Modifying Analysis Results with Saved Analyses as Filters
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Quiz Q
Filters can only be used with quantitative data.
a. True
b. False
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ineorder to function.
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A filter does not require quantitative
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Quiz Q
Which one of these statements about filters is true?
a. Filters are conditions that add data to analyses.

b. The effect of filters on data in the results is gradual.
c. Filters can affect the size of data aggregates found in the analysis results.
d. Filters cannot strip out data from analysis results.
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h se found
aaggregates t in the analysis results..
s
Filters can affect the size of data
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Summary

• Describe the use of conditions

• Add filters to analyses
• Use advanced filtering techniques
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7
Adding Selection Steps

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Objectives

• Describe the use of selection steps

• Add selection steps to analyses
• Use selection steps based on conditions
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Comparing Selection Steps with Filters
Filters Selection Steps
Are established before the analysis results have been Are established after the analysis results have been
retrieved. retrieved.
Are set up with less visual control over conditions Are set up with more visual control over conditions
created created
Work by adding keeping only, or removing selected

Work by combining operators with values
members
a ble
f e r
Do not function with exceptions, ranking and Allow for the creation of exceptions, ranking and matching
an s
matching tools tools
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9 2 @ thatSaffect
t the amount of data returned in analyses,
ad The s
hi obvious difference lies in the fact that filters are
Filters and selection steps both create conditions
tmost
a h
but they work in quite different manners.
s run and e
established before analyses
( m are
t o usselection steps are established after. In this way, filters are
at a disadvantage as itdis impossible
havisible seanalyses have been run, it is quite easy to figure out what has been
to know what parts of the data have been eliminated. As all
parts of the dataaare
s e nafter
eliminatede lic steps have been established. Another key difference is found in the
dafter selection
m
mannermin which they work; basic filters use operators and values to eliminate data. Selection steps
oh a
rely on a function that adds, keeps only, or removes members, the component units for columns. In
M addition, selection steps also allow for certain types of conditional activities – exception, ranking, and
matching functions – to take place and eliminate data in specific manners. These same conditional
activities are not available with filters.

Examining Selection Steps
Selection steps work to:

• Add, retain and eliminate members that are

derived from selection criteria
• Help refine data hierarchies
• Can refine data further with additional
selection steps
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2
Selection steps are a type of filter set up9after
@columnsS tare selected and the analysis has been run.
d aretjust
awhich s
hi the individual values tied to a column. Steps are
They involve limiting the members,
a h
sscreen,uand e
s can have less impact on calculations. For columns that
used to control displays onm the
d se ( t o
h a
represent a data hierarchy, selection steps help to narrow them down by the exclusion of certain
d sa hierarchy
parts of the column
l i c enother
or the inclusion of other parts. They can easily be used in conjunction
m e
with filters, prompts, or even selection steps to target specific data.
m
M oha

Working with Selection Steps
Selection steps:
• Are added after analyses have run

• Are found below the analysis results
• Involve
• Choosing the right column
• Selecting members (column components) to add, keep only, or remove
• Are editable, like filters
• Can be removed, as needed
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• 7-1: Using Selection Steps

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Practices
• 7-1: Modifying Analysis Results with Selection Steps

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Filtering via Selection Steps Based on Conditions
Selection steps based on conditions:

• Are also added after analyses have been run

• Are grouped on exceptions, top versus
bottom ranking, or matches
• Produce very nuanced effects on analysis
data
• Can be used in conjunction with other filters
or selection steps
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9 2 @ and S tcontrol the display of those results in the data
Selection Steps work on the results of the
adbased s
tonhiconditions are created after the analysis is created
analysis
table. Like other selection steps, ones
a h
s conditions e
and results are generated.m
( The
t o us work with quantitative data to point out exceptions in the
h a
data, to rank data, or to d se within the data. The value of conditions built with selection
show matches
steps is found inathe fact that
d l i c en they
sfilters, selection display quantitative data in new and meaningful ways. Akin to
filters.m
e
other types of steps with conditions can stand alone or work alongside other types of
ham
Mo

Using Selection Steps Based on Conditions: Exceptions
Condition Type HCM Example

Exception
X >= value # Absences >= 100
X >= Y Annualized Salary > = Max Salary
X >= Y+10 Annualized Salary >= Max Salary + 10
X >= Y – 5% Annualized Salary >= Max Salary – 5%
a ble
X within 10 of Y Annualized Salary within 10 of Max Salary
f e r
an s
X not within 5% of Y Annualized Salary not within 5% of Max Salary
n - t r
X between ‘min’ & ‘max’ values
a no
5 <= Days to Complete Payroll Cycle <=15
h a s
m ) e ฺ
o
ฺc Gu i d
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i nฺi uden
9 2 @authorsStot add, keep or remove information from the
h a
results based on the conditions built
d
Exception types of selections permit analysis
using theth
is
s a instead
u s
dialog box prompts. Data sets mainly are used to
e of add it. Adding data is possible, however.
d ( m
keep or remove specific information,
to
a
ah cens e
s li
m ed
m
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Using Selection Steps Based on Conditions: Top/Bottom (Ranking)
Top/Bottom
Top 10 based on X Top 10 Benefit Plans by # of Enrollments
Bottom 5% of locations based on completion of performance

Bottom 5% based on X
evaluations
a ble
Making up to 3% based on X Making up to 3% based on Max Salary
f e r
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d 2 S Ranking options are:
9 htheisdata.
Top/Bottom selections are focused on ranking
• Top/Bottom 10
a
ah use t
s
• Top/Bottom based(m to
a d on percentage
e
• Making up
s c e nspercentage
ahto a certain
ed li
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Using Selection Steps Based on Conditions: Match
Match
Name contains ‘abc’ Code Description contains ‘Hospitalization’
All X values where Y = values All Department Codes where Region = ‘EMEA’
a ble
f e r
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9 2 @- for example,
S t when targeting words in descriptions or
ad e thi
Match-type selections use string text matching s
question codes.
s a h
( m t o us
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M

• 7-2: Using Selection Steps Based on Conditions

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Practices
• 7-2: Modifying Analysis Results Using Selection Steps Based on Conditions

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Quiz Q
Which of the following statements indicates what selection steps can do with members?
a. Add or remove them

b. Add, keep only, or remove them
c. Remove them only
d. Add them only
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9 2 @ St
Answer: b.
h a d this
s
Selection steps allow end usersato add,ukeep
s e only, or remove members associated with a particular
( m
column appearing in the analysis.
d to
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Quiz Q
Selection steps are established after analyses have run.
a. True
b. False
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a
h analyses
aafter e t have run, not before.
s
Selection steps are established
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Summary

• Describe the use of selection steps

• Add selection steps to analyses
• Use selection steps based on conditions
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8
Organizing Data within Analyses

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Objectives

• Include sections and table prompts

• Put groups together
• Set calculated items up
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Examining Table Prompts
Table Prompts:
• Display one member at a time for a column

• Are created after results of analyses have run
• Can be added and removed with ease
• Allow for dynamic filtering of analysis results
a ble
f e r
an s
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9 2 @ theSone t desired member of a column at a time and
ad Table
Table prompts set up in analyses help to display
i s
thprompts,
s h
allow for dynamic filtering by consumers.
a s e just like sections, are built after the analysis
(m to almost
has been run and can be based on u
virtually any column. And like sections, table prompts may be
defined in or removedd
aha ce se quickly for emphasis within analyses.
from analyses instantly. This is useful when different columns need to
orn
s
be grouped, ungrouped,
li
regrouped
m ed
ham
Mo

Examining Sections
Sections:
• Help to break the data sets of analyses into logical units

• Are created after results of analyses have run
• Can be added and removed with ease
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ that S t comprise the data sets of analyses appear
adtables
The Sections function is used to make the
more meaningful by dividing themhinto
columns
i s
tofhrelated
analysis has been run andm s
can
a u
be baseds e
on virtually
information. Sections are built after the
any column. Sections, by design, can be
d se ( t o
h a
introduced to or eliminated from analyses almost instantly. This is helpful when different columns
d sa ungrouped,
need to be grouped,
l i c en or regrouped quickly for emphasis within analyses.
m e
m
M oha

Working with Sections and Table Prompts
Table Prompt
Sections
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• 8-1: Working with Sections and Table Prompts

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Practices
• 8-1: Building Sections and Table Prompts

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Examining Groups
Groups:
• List members or selection steps that can be run to create member lists
• Are created manually or from selection steps
• Can be saved for later use with prompts
a ble
f e r
an s
n - t r
a no
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o
ฺc Gu i d
m
b t
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Groups are data sets added to analyses9when 2 @the dataS tthat they represent might not already be
aofdcolumn i s
thmembers
s h
present in the results. They are lists
a s e that can be run to generate lists of
(m to u
members. If an analysis contains a group
analysis so that it doesdnot go unnoticed.
then the best practice is to indicate this in the title of the
s aha cense
ed li
m m
M oha

Working with Groups
Workflow:
• Launch process on Results tab

• Provide a label
• Add desired members
• Get results
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• 8-2: Creating Groups

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Practices
• 8-2: Building Groups

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f e r
an s
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Examining Calculated Items
Calculated items:
• Are the combination of two

members represented as one
calculation
• Allow for an override of the default
aggregation rule
• Allow for the creation and addition
of members that do not exist in the
data source
a ble
f e r
an s
n - t r
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m ) e ฺ
o
ฺc Gu i d
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9 2 @ Stof numerous members represented as a
single member. An average wouldhbe a dan example
The calculated items functions permits the
t h isof such an aggregation. The function is flexible as
aggregation
analysis authors determinem s

the
aaggregation
u s erule. If an analysis contains a calculated item then the
d ( this in the
totitle of the analysis so that it does not go unnoticed.
a
best practice is to indicate
ah cens e
s li
m ed
m
M oha

Working with Calculated Items
Workflow:
• Launch process on Results tab

• Provide a label
• Select a mathematical function
• Add desired members
• Get results
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f e r
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n - t r
o
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• 8-3: Inserting Calculated Items into Analyses

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Practices
• 8-3: Building Calculated Items

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Quiz Q
Calculated items involve a mathematical function.
a. True
b. False
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f e r
an s
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o
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) ha ฺ
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Answer: a. d 2
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a
ah type
True: Calculated items requiressome e t
(m to u s of mathematical function.
d
s aha cense
ed li
m
o ham
M

Quiz Q
Which statement is correct?
a. Sections and table prompts cannot appear together in the same analysis.
b. Table prompts can be set up before the analysis is created.
c. Sections and table prompts can appear together in the same analysis.
d. Sections consolidate content from multiple subject areas into one single unit.
a ble
f e r
an s
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) ha ฺ
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Answer: c d 2
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a
h together
aappear e t in the same analysis.
s
Sections and table prompts can
(m to u s
d
s aha cense
ed li
m m
M oha

Summary

• Include sections and table prompts

• Put groups together
• Set calculated items up
a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
m nt G
ฺ i b
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a
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9
Organizing Analyses
a ble
f e r
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Objectives

• Explain the folder structure in the business intelligence catalog

• Create and manage folders
• Manage folder content
• Print and export analyses
a ble
f e r
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Exploring the BI Catalog
a ble
f e r
an s
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Understanding the Report Web Catalog
The Web Catalog:

• Contains a library of Answers Analysis reports,

Dashboards and BI Publisher reports
• Reports and folders are read-only, except for the
Shared Folders/Custom and My Folders folders.
• Is secured by user security roles
Custom Reports:
• Must be saved in the shared Custom folder
a ble
• Are preserved during upgrades f e r
an s
n - t r
a no
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m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ Sread-only
folder)sare
t
a d
Shared catalog folders (except the Custom
h i by default; they are replaced during
t must be saved in /Shared Folder/Custom folder. You
s ah and
each patching and upgrade. All custom reports
s e
or My Folders folders.d
(m to u use Save As to save it to the Shared Folders/Custom
can edit any of the delivered reports then
aha cenprivilege
A user with BIsAdministrator
se can have read-write access. A user with read-write access
ed deliveredli reports or create new custom reports or accidentally delete the entire report
could modify
m
ham
catalog.
Mo

Working with the New Drop-Down Menu
The New drop-down menu:

• Permits you to initiate the process for creating many

documents, just like the Home tab
• Allows you to create new folders and subfolders
– Permission-based function
– Select the folder level for placement of the new
folder
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ St just like that of the Home tab. End users can
The New drop-down menu on the Catalog
use it to launch the various documenth a is However, the topmost option, if available, is the
dcreationthtasks.
tab functions
Folder option, which allowsm ends ausers utoscreate

e new folders and sub-folders within the BI catalog.
d (of this option
to is dependent upon permissions – if permissions are not
a
The presence or absence
h ethen
available for thisafunction,
e
ns it does not appear.
s li c
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Searching the BI Catalog
The BI Catalog Search:

• Functions like Search functionality found

elsewhere in the system
• Has a Location option for narrowing down the
search
• Accepts wildcard searches
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f e r
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Numerous methods for searching the BI9Catalog 2 @ for S t
i s
aa dseriese ofthdrop-down
objects created exist. A Search button available
in the upper left-hand corner opens
s a h s
menus and text fields. It is also possible to
(m tofolder
search via navigating through the folderu tree object on the left-hand side. Note that the BI Catalog
automatically displaysd
a recent
ahmost n e
by default the
sdocument
of the last item saved within the application, facilitating
d s
the search for the
l i c e created or modified.
m e
ham
Mo

Examining More Actions on Analyses
Every object has a More drop-down menu,

allowing for:
• Direct management of the object
• Preparation of the object for distribution
All items also appear in the Tasks section
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f e r
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9 2 @ Stof items available for managing the object.
These same items are also foundh
d
Clicking the More drop-down button opens
is
up a series
inathe lowerth
s
left-hand corner in the Tasks section. A number of the
a usepermit the management of document properties directly.
items, such as Rename and
d ( mPermissions,
to and Export, make the item available for other end users to
a
Another group of items,
ah cens e
such as Print
s
view, once distributed.
li
m ed
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M oha

Printing and Exporting Analyses
Printing:
• Documents are printable as PDFs or in

HTML format
• Documents are in static form and cannot be
edited
• Export:
• Five formats available
• MS Excel and PowerPoint allow for further
a ble
editing
f e r
an s
n - t r
a no
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m ) e ฺ
o
ฺc Gu i d
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b t
i nฺi uden
9 2 @ Sthatt is menu-driven. From the Print option
menu, you can print as a: h a d this
Printing or exporting analyses is a simple procedure
s a use
• Printable PDF
d ( m to
• a
ah cens
HTML document e
You alsoe
s
d an option
have li to Export data. Exports can be in the format of:
m
• m PDF
h a
o • Excel
M
• PowerPoint
• Web Archive
• Data Document
Note: Exports of Excel or PowerPoint type can be edited in those application. If neither of those two
formats is desirable in terms of printing, then it is possible to export the analysis into a format that
can be found in the sub-menu for the Export option. It is possible to export business intelligence
objects as a PDF, Excel, PowerPoint, Web Archive, a format for specific OBI use, or as a Data
object. As Excel or PowerPoint documents exported from OTBI, they can be edited externally, if
need be.

• 9-1: Exploring and Working with the BI Catalog

• 9-2: Searching within the BI Catalog

• 9-3: Examining More Actions on Analyses
• 9-4: Creating Folders
• 9-5: Exporting Analyses
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Practices
• 9-1: Examining the BI Catalog

• 9-2: Conducting Searches within the BI Catalog

• 9-3: Taking More Actions on Objects
• 9-4: Creating Folders
• 9-5: Exporting Analyses
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Quiz Q
What is the main advantage of the New drop-down menu on the Catalog tab?
a. It contains a permissions-based option for creating new folders.

b. It contains a powerful configuration option.
c. It contains an option to launch a special analytics creation page.
d. All of the preceding answers are advantages..
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Answer: a. d 2
9 his S
a t new folders.
h forsecreating
aoption
s
It contains a permissions-based
(m to u
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Quiz Q
Documents can be printed either as PDFs or in HTML format.
a. True
b. False
a ble
f e r
an s
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9 2 @ St
Answer: a
h a d this
The two formats available for s a printing
direct
u s efrom the application are PDF and HTML.
d ( m to
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Summary

• Explain the folder structure in the business intelligence catalog

• Create and manage folders
• Manage folder content
• Print and export analyses
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Moha
m
med
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(m to
a d 2
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an
on - t r an
sf e r a b
le
10
Using Scheduling Agents

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Objectives

• Create agents
• List agents
• Create agents with conditions
• Manage agent alerts
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Examining Scheduling Agents
Scheduling agents:
• Are actionable intelligence – similar to macros that manage distribution channels for
documentation
• Are used to distribute documents according to schedule
• Save time and effort
• Allow for flexibility in scheduling, distribution method and recipients
• Can be saved, modified and deleted
• Can be run with conditions and other actions, as needed
a ble
f e r
an s
n - t r
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@ built-in
A scheduling agent is similar to a macro9or2a small S t program that enables establishment of an
automatic method for the deliveryh
d s
hithe format desired, to the recipients desired and on
ofaanalysestin
a desired schedule. It is a m
form
a e
s of actionable
us intelligence that could also, for instance, deliver alerts.
( o
Actionable intelligencedsaves timetand
h a s e effort and represents an efficient to handle tasks that occur
n are times when it is not necessary to print or export analyses but
a Sincecethere
d s a need
on a regular basis.
there stilleremains li for transmission of analyses to interested stakeholders, scheduling agents
m m
are immensely useful.
oh a
M

Exploring Scheduling Agents
a ble
f e r
an s
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2
The Agent link opens up the Scheduling9Agent
@manager. S t Here it is possible to consult details about
s
ad ea lotthofi high-level detail about the scheduling agent. In the
a h
the agent. The Overview section provides
s of icons
upper right-hand corner is m
( a series
t o us representing such typical actions as Undo, Save, and
h a d se
Delete that are available for use on the agent itself. Below the Overview section is a row of tabs.
s licen it is possible to configure the details that drive the agent.
With the optionsaon these tabs,
d
m e
m
M oha

Running Agents
Agents can be run:

• Once all necessary criteria are

established and saved
• Multiple times
• And then display a message to describe if
they were successfully run or not
– If they are not, then criteria need to
be edited or reconfigured
a ble
• And then trigger an agent alert
f e r
an s
n - t r
a no
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ฺc Gu i d
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9 2 @ simply S t by using the Run button. It is advisable to
It is possible to run agents outside of any s
ad eit according
thi to schedule. The system displays messages if
schedule
a h
use this to test the agent prior to releasing
sif thereuares errors. The agent alert also activates after a successful
the agent runs successfully,
d ( m or
to
run.
a
ah cens e
s li
m ed
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Listing Agents
Agents can be:

• Reviewed for relevance on a regular basis

• All listed for a particular end user with a
wildcard search
• Also found by under the Browse/Manage
heading on the Home tab
• Subscribed to and unsubcribed to in My
Agent Subscriptions
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @and asSend t users subscribe to and unsubscribe from
ad eavailable
As analysis authors create and delete agents
them, it is important to track activehagents
s
thi in user accounts. Keeping an eye on actionable
a
ssince as uorganizational
s
d se( m
intelligence is a best practice
t o needs change, agents become obsolete, need
h a
to be put on hold, or have to be modified to reflect these changes.
d sa licen
m e
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• 10-1: Listing Agents

• 10-2: Building and Running Agents
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Practices
• 10-1: Searching for Agents

• 10-2: Building and Running Agents
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f e r
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Creating Agents with Conditions
Scenario
The Director of Workforce Management needs to see the weekly Absence Details analysis
only when there are 5 or more absences exceeding the 2-days absent criteria:
a ble
f e r
an s
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a no
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m ) e ฺ
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ฺc Gu i d
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Basing an agent on conditions controls 9 2 @ Stof content based on defined criteria. This
a
context then drives the distributionhof
dthe analysis
the
t h isresults. During the creation process, there is an
distribution
s a to validate
u s e them prior to releasing the agent.
d ( m
opportunity to test the condition(s)
to
a
ah cens e
s li
m ed
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Examining Actions
Actions:
• Are “conditions within conditions”

• Link Agents together, based on
whether the test results of
different analyses are true or false
• Can create large chains of
interdependent conditions
• Can be edited or removed, as
a ble
criteria change
f e r
an s
n - t r
a no
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m ) e ฺ
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9 2 @ Stogethert
a d
Actions permit the combination of different
i s
conditions
h
to set up a complex communication
t at the right time. It is possible to create analyses
that indicate either positivem
ahthe right
strategy that pushes information to
epeople,
orsnegativeuresults,
s and have that information become a part of this
existing condition. It isd
( t o
ahanaanalysis e lists managers and their direct reports who are due a service
even possible to burst the output of an alert analysis to various managers. An
s
example might be
e n sthat
award ine the lic The analysis can be burst so that each manager only views their own direct
d next month.
m mas a condition.
reports
h a
Mo

Managing Agent Alerts
Alerts allow for:

• Rerunning agents
• Editing agents
• Verification of agent details
• Viewing of content delivered
a ble
f e r
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9 2 @ action S t took place but allow agent authors to see
adsent,eandthany
Agent alerts not only provide an indication s
i other details relevant to the running of the agent.
that the
a h
the time the agent ran, the document
sMore, allow
Other tools, such as Clear m
( and
t o us for even further management of the alert and the agent
itself.
a h ad nse
e d s lice
m m
oh a
M

• 10-3: Building and Running Agents with Conditions

• 10-4: Managing Agent Alerts
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Practices
• 10-3: Constructing and Running Agents with Conditions

• 10-4: Handling Agent Alerts
a ble
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Quiz Q
Agents can be considered as macros that carry out scheduling and distribution tasks.
a. True
b. False
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9 2 @ St
Answer: a.
h a d this
Agents can be considered as s a that
macros
u s ecarry out scheduling and distribution tasks.
d ( m to
a
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s li
m ed
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M oha

Quiz Q
What is the best workflow for successfully building and implementing agents?
a. Schedule > Run > Delivery Content > Save > Destinations > Actions > Recipients >
Condition
b. Schedule > Condition > Delivery Content > Recipients > Destinations > Actions > Save >
Run
c. Save > Run > Schedule > Condition > Delivery Content > Recipients > Destinations >
Actions
d. Schedule > Condition > Delivery Content > Recipients > Destinations > Save > Actions >
a ble
Run
f e r
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n - t r
a no
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m ) e ฺ
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ฺc Gu i d
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i nฺi uden
9 2 @ St
Answer: b
h a d this
s
The best workflow is Schedule a> Condition
u s e> Delivery Content > Recipients > Destinations > Actions
> Save > Run
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Summary

• Create agents
• List agents
• Create agents with conditions
• Manage agent alerts
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f e r
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n - t r
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11
Working with Visual Aides:

Incorporating Visual Aides into
Analyses
a ble
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Objectives
After completing this part of the lesson, you should be able to:
• Describe views and view editors

• Explain compound layouts
• Create graphs
• Use the graph editor to format graphs and their properties
• Apply conditional formatting
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Examining Compound Layout Panes
Compound Layouts:
• Are available for analyses and related views

• Consist of containers which hold object titles and views
• Can include multiple containers
• Are the location where additional editing work and object management take place
• Contain a toolbar with many options for editing and managing
• Are flexible – containers inside them can be moved around an rearranged
a ble
f e r
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9 2 @ Sfunction t
Compound Layout panes serve essentially
a d i
the same
h s from table, to pivot table and to view.
t end users to display and arrange analysis or view
s ah always
They contain one or more containers, which allow
u s e
parts. The phrase Compound
(m o an
Layout
view as welltas
title of the analysis or d
appears in the upper left-hand corner. Below that is the
aha cense
indication of what kind of analysis or view.
s li
m ed
ham
Mo

Specifying Table/View Properties
Using Table/View Properties:

• Permits another way to control how content is viewed

• For tables, contains controls over such display options for:
– The number of rows per page
– row styling
– hiding rows with null values
• For views, contains controls over such display options for:
– legends
a ble
– background colors
f e r
– 3D an s
– axis scaling n - t r
– renaming views, axis titles, and labels a no
– scaling and resizing h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ S t
Another effective way to modify analyses and viewss
ad e thfunctions.
i is to modify the properties of tables, either with
the Edit Table Properties or Import
s a h Formatting
s
The Table Properties dialogue box contains
( m
options that authors can use to change
t o u the display and appearance of the table itself. One commonly
h a d se
used option is Row Styling, with which every other row is shaded slightly darker for ease of reading.
The Import Formatting
d en button
sa thelicfunction opens the Select Analysis dialogue box which can be used to
m e
choose and import formatting of another analysis.
ham
Mo

Examining View Types
Views:
• Can be thought of visual aides

• Come in many types and subtypes
Best Visualization:
• Chooses the most appropriate fit for the data available
• Saves time and effort
Recommended Visualization for:
• a ble
Allows analysis authors some control over the view
f e r
• Targets specific types of data
an s
n - t r
a no
h a s
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ฺc Gu i d
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i nฺi uden
9 2 @ St columns and rows as the default view, to
– fromsstandard
ad eknown thi as “views”. It is possible to allow the system to
There are multiple ways to output the data
a h
complex charts. All of these are collectively
sviews byuusing
s the Best Visualization or Recommended Visualizations
( m
help with the selection of new
options, or create newdones basedto
ahaviews sehave additional selections, like 2-D or 3-D, from which it is possible
on the variety of options available from the New View drop-down
s
menu. Each of these
e nmay
ind
to select e lic the view reflect the data to display.
order to make
m m
h a
Mo

Examining View Editors
View Editors:
• Allow for tailoring of any view to best

match intent
• Are necessary as almost no view is
immediately acceptable
• Uses drag-and-drop functionality to adapt
views to desired lay-out and
representation
a ble
f e r
an s
n - t r
a no
h a s
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o
ฺc Gu i d
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Each of the different types of views and9 2 @ comes S twith an editor that permits change of the view
layouts s
ad to ethatthview.
i Totaling, graph formats, colors, widths, and
a h
attributes or properties that are specific
s thereuares tools to preview, export or print the information.
( m
more, are all editable. In addition,
t o
a h ad nse
e d s lice
m m
oh a
M

Applying Conditional Formatting
Conditional Formatting:
• Creates a strong visual impact by modification of

column properties
• Uses color coding and changes in font to highlight
specific elements of the data in views
• Uses conditions to trigger the changes in color and
font
• Can be used alongside other conditional formats
a ble
and with different schemes in colour and font
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @by calling
S t out certain types of data when conditions are
ad e ttohthe
Conditions work in a manner similar to filters,
met. Conditional formatting is onlyhapplicable
s
i column to which it is added. Therefore, different
columns can have differentm s a
conditional s
uformatting types. It is useful as it immediately and visually
( t o
accents key data.
a h ad nse
e d s lice
m m
oh a
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• 11-1: Exploring Views and View Editors

• 11-2: Creating Graphs

• 11-3: Editing and Formatting Graphs
• 11-4: Adding Conditional Formatting to Analyses
a ble
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Practices
• 11-1: Examining Views and View Editors

• 11-2: Constructing Graphs

• 11-3: Modifying and Configuring Graphs
• 11-4: Using Conditional Formatting within Analyses
a ble
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Quiz Q
True or False: Once a container appears in a compound layout it is fixed into position and
cannot be moved.
a. True
b. False
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9 2 @ St
Answer: b.
h a d this
s a uand
Containers can always be repositioned s erearranged within the compound layout.
d ( m to
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Quiz Q
Which answer is not an option found in table or graph properties?
a. Legend
b. Rows per page
c. Background color
d. Graph/Table prompts
a ble
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9 2 @ St
Answer: d
h a d this
Graph and table prompts are s a in uthesView
found e Editor and are not a part of the graph or table
properties.
d ( m to
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Summary

• Describe views and view editors

• Explain compound layouts
• Create graphs
• Use the graph editor to format graphs and their properties
• Apply conditional formatting
a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
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12
Working with Visual Aides:

Understanding Advanced Analysis
Views
a ble
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Objectives

• Create simple and advanced Trellis views

• Construct gauges
• Examine and add Legend, Narrative, Ticker, Logical SQL and View Selector views
a ble
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Examining Trellis Views
Simple Advanced
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The trellis view is a composite view of a9 2 @and a S t
s graph and presents data in a grid format – very
d thai series interrelated graphs at the same time. Simple
table
apresenting
much a framework and a means for
s a h e
m
trellises display visualizations allsof the same type, such as scatter graphs, or bar charts –
that are u
d (a commontoaxis, which facilitates interpretation. Advanced trellises display
a
the visualizations all use
ah thecgrid, e each visualization representing a different measure but still
nswith
s
multiple types within
e
ed across lalli measures for ease of comparison.
synchronized
m
ham
Mo

Examining Advanced Visual Aids
Gauge
Funnel
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9 2 @ aidsStas they both require consideration of
visuals
advariances
thiover time, related parts of processes or workflows,
The gauge and funnel views are advanced
a h
numerous factors such as thresholds,
sThe gauge e
and interrelated comparisons.
( m t o us view is best suited for comparisons of similar, but still
a d se is the main focus – an example would be tracking the number
separate functions where
h
comparison
of benefits paid a
d l i c en benefits types over 6-month period.
s for particular
e view is best suited for comparison of similar, but interdependent functions or parts where
The funnel
m
h a m
performance or output toward attainment of a targeted goal is the focus – an example would be
M o tracking the volumes in the recruiting process, such as the number of: applications received, first
interviews, second interviews, offers made, and offers accepted.

• 12-1: Constructing Trellises

• 12-2: Constructing Gauges
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Practices
• 12-1: Building Trellises

• 12-2: Building Gauges
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Understanding Advanced Analysis Views
Advanced Analysis Views:

• Are used in support of other views

• Enhance the context of the main view or table
• Can provide either graphic or textual
information
• Require some amount of configuration in order
to function as supplemental information
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9 2 @ S t to add them after running analyses and by
adon the
There are many additional advanced views. s
thi View drop-down menu. Unlike other views,
It is possible
a h
selecting the various options for them
e New
however, they typically do mnotsstand alone
us and it is best to use them as supplemental views to
(
d se t o
h a
provide more explanation about the table or visual aid already present in an analysis.
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Examining Legend, Narrative, Ticker, Logical SQL and
View Selector Views
Legend SQL
Narrative
View Selector
Ticker
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The value of these advanced views is to9present 2 @ supporting
S t information for the main data set or to
atodinterpret s
ththei same data set.
provide an alternative view on how
s a h e
( m
The Legend view is self-explanatory
t o usit serves as a legend for other views, often in conjunction
and
h ad nse
with conditional formatting.
a
d
Narrative view s allowslicanalysis
e authors to write a small or large amount of textual material,
e
m on the needs of the view. It is a place to leave additional information, convey directives,
depending
m
hora highlight data.
Mo Ticker view gives a scrolling view of data found in the analysis and is dynamic by nature.
Logical SQL view allows troubleshooting end users to examine the SQL statement for the analysis
in question. The View Selector view acts as a master prompt and allows end users to select the type
of view to be displayed in the analysis.
Column Selector view allows users to select columns from a drop-down list to change the
displayed data.

• 12-3: Creating Advanced Analysis Views

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Practices
• 12-3: Building Advanced Analysis Views

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Quiz Q
Which of the following items is uncharacteristic of advanced views?
a. They are not usually used to enhance other views.

b. They need a certain amount of configuring to act as supplemental information.
c. They provide either graphic or textual information.
d. They improve the context of the main view or table.
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a
ah uused etot enhance other views.
s
Advanced views are characteristically
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Summary

• Create simple and advanced Trellis views

• Construct gauges
• Examine and add Legend, Narrative, Ticker, Logical SQL and View Selector views
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13
Managing Analysis Content: Using

Analysis Tools
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Objectives

• Specify analysis properties

• Insert column selectors into analyses
• Set up master-detail channels
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Setting Analysis Properties
Within analyses, properties can be configured to best match the needs of the target
audience:
• Results Display control the default message when an analysis returns no results
• Interactions control what actions a user will be able to perform on the analysis
• Data control the behavior of columns in the criteria and how they will appear in views
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• 13-1: Configuring Analysis Properties

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Practices
• 13-1: Working with Analysis Properties

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Working with Column Selectors
Column selectors:
• Are created after analyses have been built and run

• Allow end users to change columns appearing in
analyses in a dynamic and interactive manner
• Work in a manner similar to table prompts as a
drop-down menu with one or more options is
created
• Provide a method for end users to select a column
a ble
for which they wish to see measures
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9 2 @ Stselection steps as it is only possible to add
workingswith
ad eTheythserve
i to enhance the selection of data by combining
Working with column selectors resembles
a h
them after building and running analyses.
s menu.
( m
related columns into one drop-down
t o us Essentially, column selectors allow end users to
h a
dynamically change thed se
columns appearing in results.
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Adding Column Selectors to Analyses
Adding column selectors to analyses involves the following steps:

1. Creating and running the analysis

2. Adding the column selector option
3. Choosing and modifying the desired column
4. Running the analysis and examining results
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9 2 @selectors
S t in an analysis:
d thi
There are four basic steps to creating column
aother s
1) Define the analysis like a
s h
any
s e switch to the results
and
m
( to include u
to the dynamic column selector
a d
2) Select the new view
e
3) Determine
s ns will include a selector and add the additional fields
ahwhichcecolumn(s)
edthe resultsli
4) Test
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• 13-3: Working with Column Selectors

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Practices
• 13-2: Building Column Selectors within Analyses

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Creating Master-Detail Channels
Setting up master-detail relations allows for:

• The use of one document (master) as the refresh point for others (one or more details)
• Changes in the master view (master column) that channel updates into any detail view
• Modifications in any detail view triggered by master-detail events
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The master-detail functionality works to 9 2 @a relation
S t between at least two items appearing in an
analysis, such as two tables, two h ad orea view s
thi and a table, where one of the items, the master,
create
a views,
sthe detail.usThe establishment of the master-detail channel occurs by
triggers changes in the other,
modifying the column d
( m toand then the view properties of the view where the detail is
a e
of the master
h eisninsplace, changes in the view where the master column is situated trigger
found. Once theachannel
changese
s ic relationship creates more interactive representations of data.
indthe detail.lThe
m m
oh a
M

Defining the Master View
1. Establish which column contains the

“master” data
2. Identify the Column Heading

Primary Interaction
3. Identify the Value Primary
Interaction
4. Specify the Channel or Name for
the Link
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The Master view is created on the specific
athe i s
column’s Column Properties dialogue box, on the
d SendthMaster-Detail
s h
Interaction tab. In the Value section,
a s e Events option is selected in the Primary
Interaction drop-down menu.
(m tocontent,
The u
Specify Channel field also is necessary to establish the linkage
between this content, d
ha ense
as the master and the detail.
Interactions: sa
e lic menu you can also choose:
d Interaction
On the
m m Primary
a
hNone: Disables all interactions on the column.
Mo Drill : Displays a deeper level of detailed content if the data is hierarchical. If no hierarchy is
configured for the column, then drilling is not enabled.
Action Links: Opens a web page or navigates to supporting BI content.
For more information about making analyses interactive, see the Using Oracle Business Intelligence
Cloud Service guide.
For a tutorial on creating and using action links with actions, go to:
http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/bi1113/actionframework/actionfra
mework.htm

Defining the Detail View
1. Access the Results tab

2. Select the View to Provide the Detail and

Open its Properties
3. On the Style tab Select Listen to Master-
Detail Events and Provide the Password
for the Event Channels Field
4. Run and Test the Master-Detail Channel
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9 2 @takesSplace
t on the View Properties dialogue box on
Configuration of the Detail view of the channel s
ad eastahslider.
i Selection of the Listen to Master-Detail
h
the General tab. The Detail view functions
a
Events option and entry ofm thesevent channel
us specified on the driving column completes the linkage
(
d se t o
h a
between the master and detail channels, preparing them for use.
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Looking at the Master-Detail View in Action
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2
Once saved, the master-detail channels9come
@to life.SSelecting
t
a d h i s values under the Master channel
triggers the sliders on any other views
s e t their display to content for the same value.
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• 13-3: Configuring Master-Detail Channels

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Practices
• 13-3: Building Master-Detail Channels within Analyses

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Quiz Q
Master-Detail events are set up on the View Properties for the Detail channel and on the
Column Properties for the Master channel.

a. True
b. False
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Answer: a.
h a d this
s
Master-Detail events are set up aon theuView
s e Properties for the Detail channel and on the Column
m
Properties for the Master (channel. o
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Quiz Q
Which three items can be managed on the Analysis Properties dialogue box?
a. Interactions, Results Display, Styles

b. Results Display, Master-Detail Channels, Data
c. Column Selector, Results Display, Data
d. Data, Interactions, Results Display
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Answer: d d 2
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Data, Interactions, Results Display
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Summary

• Specify analysis properties

• Insert column selectors into analyses
• Set up master-detail channels
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14
Managing Analysis Content:

Restructuring Data
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Objectives

• Use bins to manage data reorganization

• Merge analysis criteria with set operations
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Exploring Bins
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You can combine multiple values h ora
d thi
A bin is a type of object that groups column s
members by editing the formula of a particular column.
s a u s e
d (
ranges of values from a givenm column
t o into bins. For example, you could use a bin to capture age
bands, such as 18 –a25, 26 –s35, e and so on. Bins allow for any type of member groupings and are
s ahfor the
especially suitable e n
c combine multiple
presentation of data in such visual aids as graphs but can be also used
e
with other d
documents. liBins values or ranges of values within a specific column. It
m m
o h a
is possible to combine bins with filters or selection steps and to have more than one bin in place.
M

Creating, Configuring and Naming Bins
To create, configure, and name bins, follow these steps:

1. Edit Column Formula – Add Bin button on Bins tab

2. Configure Members by Filtering
3. Name Filters
4. Name the Bin
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9 2 @ Stot display members in groups, or bins, instead
of individually. The Add Bin buttonhona is Formula dialogue box launches the process.
dthe EditthColumn
Bins are created by editing the formula for the column
s a usOTBI e feature and authors select operators and values here

The New Filter dialogue box
( m is a familiar
as they would for otherdfilters. Oncetothe operator and values have been selected, the bin needs to be
a
ah cens e
named.
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• 14-1: Configuring Bins

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Practices
• 14-1: Working with Bins

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Combining Analyses with Set Operations
Combining criteria from one or more subject areas:

• Subject areas may be organized with similar information, according to business

practices
Combining results from two or more analyses into one:
• An example would be merging results from one subject area containing all benefits
recipients with results from another subject area containing potential life events
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9 2 @ ofSonet or more subject areas or the results from
two or more analyses to merge into h a is authors need to be able to find similar
d thAnalysis
Quite simply, set operators allow the combination
s
a new one.
aarea oruanalysis
s e in order for combining analyses with set operations
d m
information within each subject
( a framework
to guides authors as they build matching structures.
a
to work. In the application,
ahnot the e
nsway to combine criteria from more than one subject areas. For more
Set Operatorssare e
c only
li Capital Management Cloud Creating Analytics and Reports guide.
edsee the Human
information,
m m
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Examining Set Operators
The blue rows are

a ble
returned based on the
set operator
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9 2 @ S t
adTheefour
There are 4 types of set operators that can
i
be used s to take the results of two or more analyses:
thexamples
s h
Union, Union All, Intersect, and Minus.
a s
in blue illustrate what happens with the
data as a result of insertingmeach of theufour set operators into analyses. Union is the typical set
d ( o and relevance in more specific lines of data inquiry.
also have tuse
a
operator, but the others
ah cens e
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m ed
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Building Analyses with Set Operations
1. Define primary analysis

2. Edit formula(s)
3. Determine set operator type (Union, Union All, Intersect, Minus)
4. Define secondary analysis
5. Edit formula(s), if necessary
6. Repeat with additional analysis, if necessary
7. Show results
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The steps listed here detail the process9
@ the
for2building S tmultiple analyses. In addition to these steps,
d thmust
aanalysis s
i have the same number of columns, and that the
h
it is important to remember that each
a e
s type ofudata.
s It is not possible to mix text with facts.
columns must contain the m same
( t o
a h ad nse
e d s lice
m m
h a
Mo

Viewing a Set Operator Example
Analysis 1 – Benefit Plan Overview

Row AAA – Plan Status

Row BBB – Plan Type Name
Analysis 2 – Plan Types By Location

Row BBB – Plan Type Name
Row CCC – Region 1
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9 2 @ S t typically used. The sum of the data allows
This is an example of a Union set operator, s
adthateoriginate
thi from two separate places. This example
the one most
s a h
for the combination of plan type names
s one result. Unions join the two sets of information, but
combines those two sets ofm
( information
t o uinto
a h ad nse
only list the common element one time.
e d s lice
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M

Building Analysis #1: Defining the Primary Analysis
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2 @Last Name
The basic analysis includes Worker First9and S t with Assignment and Head Count
ad e thi s
information on the right.
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Building Analysis #1: Editing Formulas
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9 2 @ S tthe heading name for the column so that in
ad analyses,
It is possible to use the Edit Formula options
combinations of information from h
s
thi the names can remain the same, and not be
to change
of s
specific to a particular partm
a multiple
e
usarea.
the subject
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Determine Set Operators
• Union
• Union All
• Intersect
• Minus
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9 2 @ displays
S t only common information available in
adexcludes
Union and Union All combine information, s
thiall information not common to both analyses.
Intersect
s a h
both analyses, and the Minus operator
e
( m t o us
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Building Analysis #2: Defining the Primary Analysis
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9 2 @ S t with the same type of data, so Columns 1
adandeLast
The second analysis uses the same number
and 2 is the joining field – Workerh
s
thiName, and Column 3 is the new information on
of columns
assignment counts. Noticem that

a First
s the results
us on the right now show a slight difference compared to the
previous results – AB d
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• 14-2: Using Set Operators

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Practices
• 14-2: Working with Set Operators

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Quiz Q
Bins are configured when creating selection steps
a. True
b. False
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Answer: b.
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Bins are created by modifyingscolumn s e and are independent of selection steps.
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Quiz Q
Which answer describes an actual set operator?
a. Accumulate
b. Union none
c. Union all
d. Bisect
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Summary

• Use bins to manage data reorganization

• Merge analysis criteria with set operations
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15
Scoping Dashboards
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Objectives

• Describe dashboards
• Scope dashboards
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Examining Dashboards
What are dashboards?

• Summaries with links to more detail.

• Graphical interfaces displaying analyses, charts, and graphics.
• Repositories for collections of similar documents
Why use them?
• They provide a single point of contact for multiple data sets.
• They consolidate information, be it a little or a lot.
• a ble
They allow for rapid assimilation of knowledge quickly.
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9 2 @location,
S toften with the intent of displaying summaries,
d various
Dashboards bring data sets together into one
acombine s
thi data sets into a single display mechanism.
and summarized information - they
a h e
s as theuslink to more detailed pieces of information. All of the items
Moreover, they sometimesm serve
d ( to a big picture of the state of affairs, allowing for further
a
on a dashboard work together
e
to furnish
ah ceasnsneeded. Dashboards may include analyses, in addition to various types
of visual e
s
exploration of particulars,
d and even
aides li embedded objects. The power of the dashboard is that it can be large or
small m– one simple dashboard may only have a single tab that contains two basic interrelated
am and another more complex dashboard may have multiple tabs with budgeting analyses on
ohanalyses
M one tab, gauges showing payroll information on another tab, and on the final tab, a series of objects
providing an overview in the variances of regional practices for benefits allocation, for instance.

Reviewing Dashboard Content
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9 2 @ they S t be on a single tab or across many. On a
Multiple items can appear on dashboards,
ad of eitems
whether
thbes
i visible, but it is possible to place them alongside
s a h
dashboard, not only can a large variety
related items. It may also be
( m possible
t o usdrill to more detailed information, or dynamically change the
to
h a d se
chart based on data contained in the chart itself, perhaps moving the items appearing on the cover
elementseon
en it. Dashboards
page to differentapositions on
s tab orlicmultiple
d one
can contain numerous parts and pieces – a number of
items across multiple tabs. Dashboards combine one or several
m
pages,mor tabs, together in order to group the information into logical sets of information.
h a
Mo

Scoping Dashboards
Step Focus
Establishing Dashboard Structure - What items need to appear in the dashboard? Is there
1 supporting detail and should it be accessible?
Setting Timeframes for Dashboards - Monthly/Yearly/etc.

2
Does consistency of timeframes across all data exist?
Grouping the Content - How content is organized: Multiple dashboards? Multiple tabs within a
3 dashboard? Sub-tabs?
4
Creating Dashboard Components - Analyses as the base but use graphs, charts, and other
visual aides to enhance and expand
a ble
f e r
5 Building Dashboards - Naming conventions
an s
n - t r
6 Adding Dashboard Content - Format and structure content
a no
7 Publishing Dashboards - Rendering them as Corporate Documents
h a s
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9 2 @ share S t may similarities with the process for scoping
addashboard
The steps in the process for scoping dashboards s
thi really needs to be considered, just like that of an
analyses – the ultimate purpose of
a h the
s however, e
analysis. One major difference,
( m t o usis that an analysis is a singular and quite specific item
while a dashboard candcontain many
ahit ais recommended
se that users design a summary-level report that allows drilling to
parts and all types of content.
s e n
As with analyses,
e
additional d
details. lic
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Quiz Q
Scoping dashboards is a single-step procedure.
a. True
b. False
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a t
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Summary

• Describe dashboards
• Scope dashboards
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16
Building Dashboards
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Objectives

• Build dashboards
• Add content
• Edit dashboard properties
• Specify dashboard preferences
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Creating New Dashboards
Creating new dashboards

1. Happens via the:

– link on the Home tab
– option in the New drop-down menu
2. Involves specifying a:
– Name
– Description
– Location
a ble
3. Begins once these items have been designated
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From the Home tab, there are two links 9 to2
@ St a new dashboard – one in the upper left-
hand corner in the Create sectionh a danotherthonisthe New drop-down menu in the upper right-hand
use to launch
s
and
aup the uNews eDashboard dialogue box and at a minimum, a name for
the new dashboard is d
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corner. Using either link opens
necessary. Itto
h a s e is also possible to add a description and change the location.
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Adding Content to Dashboards
Dashboards receive content via a two-part process on the

Dashboard Editor:
1. Selecting the dashboard objects to organize and house
content
– Determining what type dashboard object
– Dragging and dropping it into position
– Repositioning the dashboard object, as needed
2. Moving content into the dashboard
– Locating the desired content in the catalog a ble
f e r
– Dragging and dropping it into position within the
an s
dashboard object
n - t r
– Repositioning and reformatting, as needed
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After the initial dashboard configuration 9 is2
@ Sconstruction
t
a d h i
complete,s can begin. The familiar drag-and-
t the dashboard framework. After the framework is in
drop functionality returns for use when
s h building
acontent. s e
place, it is then possible tom
( add
t o u Clicking the Preview button lets us see how the particular
analysis appears on the
h a d se dashboard. If the appearance is acceptable, then the next step is to save
the dashboard. a
d sis Finally,
l i c enisadjustments
if any to the framework or content become necessary, then
m e
editing until it satisfactory possible.
m
M oha

Editing and Configuring Dashboard Format and Content
Within the dashboard itself, there are options for editing and configuring:
• Dashboard Properties
– Style, Page Size, Page Name
• Column and Section Layouts
• Background Color
• Border Position, Style and Color
• Horizontal vs. Vertical Alignment
• Show or Hide Column and Section Titles a ble
f e r
• Indenting
an s
• Preview and Run buttons n - t r
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9 2 @ Sproperties
to editsthe
t
example, to edit any column on ah a d
To personalize the dashboard it is possible
h i of all parts. It is possible, for
t page to give it a specific title, color, or borders.
This is true for any columnm s a given
subset, u
such
dashboard
s
as
esections and folders. Moreover, it is feasible to delete it
and any contents that d
( t o
aha saves stheedashboard and activates it. If it is not necessary to run it, then it can
it houses. Once all modifications are complete, the dashboard and content are
s
ready to run. Running
e n
c at a later date.
d to belirun
be simplyesaved
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Examining Dashboard Prompts
OBI Dashboard Prompts:

• Filter the results of embedded analyses to

show only those results that match prompt
criteria
• Specify or update variables
• Come in two types:
– Column & Image
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Dashboard prompts serve as data filters9on 2 @ S t so that only specific details appear in
ad e prompts s
thi function in a manner akin to table prompts
dashboards
a h
analyses posted on dashboards. Dashboard
s or renew
within analyses since theym
( indicate
t o us analysis variables on a global scale. They provide a
h a d se
more interactive experience for the end users as they can tailor the results displaying on dashboards
to those that areaof interest.n
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• 16-1: Building Dashboards

• 16-2: Inserting Dashboard Content
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Practices
• 16-1: Creating Dashboards

• 16-2: Adding Dashboard Content
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Using the Tools Toolbar
The Tools Toolbar presents options for:

• Configuring dashboard properties

• Printing and exporting dashboards
• Configuring report links
• Configuring buttons for prompts
• Publishing pages to dashboards
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2 @ related
It is possible to select or configure many9options S t to Dashboard specifications within the
dashboard itself. The Dashboard h adbutton s
thi configuration activities. Among others, this
a Edit
e launches
s suchusas Dashboard Properties and Print options.
button displays a number of
d ( mitems,
to
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Configuring Dashboard Preferences from My Account
Configure preferences from My Account:

• To be able choose among various

options to display upon sign-in
• To be able choose among various
dashboards to display upon sign-in
• To control the information available at
large
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In terms of dashboard preferences that 9 2 @ St it is possible determine whether it is best for
h a
a particular dashboard to be the landing
d pagethforisthe OBI application. Using a dashboard as the
are configurable,
s ais configurable
u s e on the Starting Page drop-down menu of the My
Account dialogue box.d
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starting page is a possibility this
to
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• 16-3: Configuring Dashboard Preferences with Tools

• 16-4: Configuring Dashboard Preferences in My Account

• 16-5: Viewing Available Dashboards and Reports on Oracle Applications Customer
Connect
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Practices
• 16-3: Using Tools to Configure Dashboard Preferences

• 16-4: Using My Account to Configure Dashboard Preferences
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Quiz Q
Which workflow describes dashboard design most accurately?
a. Create > Run &Test > Add Content & Save > Publish
b. Run &Test > Create > Publish > Add Content & Save
c. Create > Add Content & Save > Run & Test > Publish
d. Add Content & Save > Create > Publish > Run & Test
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a
h & Test
Create > Add Content & Saves>aRun e t
(m to u s > Publish
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Quiz Q
Not all of the work to configure dashboards happens within dashboards themselves.
a. True
b. False
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Dashboards are also configured
a
h the
awithin e t
“My Account” setting.
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Summary

• Build dashboards
• Add content
• Edit dashboard properties
• Specify dashboard preferences
a ble
f e r
an s
n - t r
o
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Moha
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17
Course Summary
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Objectives

• Getting Started with Reporting and Analytics

• Scoping Analyses
• Examining Subject Areas
• Constructing Custom Analyses
• Using Filters
• Adding Selection Steps
• a ble
Organizing Data within Analyses
f e r
• Organizing Analyses within OTBI
an s
• n - t r
Using Scheduling Agents
o
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) ha ฺ
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Objectives

• Incorporating Visual Aides into Analyses

• Managing Analysis Content
• Scoping Dashboards
• Constructing Dashboards
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f e r
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Exploring Other OTBI Functions
Additional content for end users interested in more topics and training is available online at
the Oracle EPM & BI Tutorials and Oracle BI Publisher channels on YouTube. Among other
topics, there are eLearnings for:
• BI Composer
• Data Joins
• Column Properties
• Formulas
• Performance Tiles
a ble
• Action Link Configuration f e r
an s
• BI Publisher
n - t r
• no
Report Bursting
a
• And many more
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
Links to online Oracle Cloud HCMd 9 2@ videos
s S t for OBIEE:
a h a e thi
training
s us
https://www.youtube.com/user/OracleEpmBiTutorials
( m
ad nse t o
https://www.youtube.com/user/bipublisher
a h
s lice
e d
Links to
m madditional information on Oracle Applications Customer Connect
o a
hLogical SQL and Data Joins:
M http://appsconnect.custhelp.com/posts/27881bc544
https://appsconnect.oracle.com/posts/60be750065
Real-Time BI Dashboards and Infolets:

https://appsconnect.oracle.com/posts/7dd24e1dcd

A
Creating KPIs
a ble
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Understanding Key Performance Indicators
KPIs are four-part elements, As visual aids, KPIs show:

consisting of: • Variance over time

• A direction • Achievement of goals
• A benchmark • Significance of the relative variances
• A threshold between groups
• A time frame • Performance status
KPIs establish:
• A goal that an organization would like to
a ble
define
f e r
• Trends for assessing the robustness of
an s
organizational activities
n - t r
• Methods for tracking the progress of goals
a no
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9 2 @a toolSfort examining the metrics that are important to
each organization and that it would h a d thover
Key Performance Indicators (KPIs) are simply
is the long term, allowing for trend analysis. KPIs
s
like to track
a use
contain four parts:
d ( m to(up or down)
• a
a direction for e
nswhich to measure
measurement
ah against
• s li c e
ed
a benchmark
• ma threshold for either an extremely high or low value
ham
Mo
• a duration or time frame for the measurement
KPIs are designed to be displayed in groups so as to quickly identify trends, to see if goal-setting is
on target, as well as to be able to make comparisons. readily help to visually identify highs, lows and
variances over time.
Oracle HCM Cloud: Reporting and Analytics A - 2

Using KPIs
KPIs can be used:

• As independent metrics
• On KPI watchlists for deeper comparison analysis
• As analytic metrics in the Analysis editor
• For alerts
• As metrics embedded directly into transactional applications
a ble
f e r
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The uses for KPIs are numerous. They:92
@ St
h a d this
• Work well as benchmarks
s a use
•
d ( m
Also function as stand-alonetodocuments that can measure the trends in the health of an
a a
h ens
organizational practice, e
process, or workflow
• s lic
Aredessential components
m e as individual indicators or as part of KPI watchlists, which are
collections of related KPIs that deepen the overall understanding of targeted metrics
m
M oha • Serve as possible analytic metrics in the Analysis editor
• May function as alerts
• Can work with other documents as supplemental content and can be added to dashboards,
for instance

Examining KPI Terms
Actual Value
–
True value or formula used to determine current conditions

Target Value
– Specific numeric goal for each measure for comparison with the
actual value
Status
– Visuals of actual vs. compared values, as defined by thresholds
- colors, icons, shapes, and scores
Threshold
a ble
– Assessments to determine KPI status at any given point in time
f e r
an s
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2
There are four terms related to KPIs that9are
@ S tto understand:
i s
adstateeofthaffairs
important
• a h
The actual value is the current
s s – how matters stand right now.
• m
The target value is( the ideal u
tostate of affairs – how matters ought to be.
a d e
• a
The status
s c e nsbetween the current and ideal state of affairs – if there is no or little gap,
his the gap
m edthe statusliis on target and usually shown by the color green, if there’s a bit of a gap,
then
then the status is considered adequate in positive terms or marginal in negative terms and is
m
M oha normally shown by the color yellow. If there’s a large gap, then the status is deficient or
inadequate and is shown by the color red.
• Related to the status, the threshold divides it into comparable parts and represents the series
of ranges that determine if a KPI is on target, adequate, or inadequate and can be changed
to fit the circumstances – ranges in the threshold can be increased or decreased accordingly.

Building Calculations for KPIs
KPI Calculations need a:

• Actual Value
• Target Value
a ble
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9 2 @ betweenS t what is actually happening versus what is
d
Building calculations that show the discrepancy s
hi a formula for the actual value – that shows
desirable is key. This discrepancyhisafound bytcreating
a e
s forusthe target value – that shows the ideal status and the goal.
the status as is and then the
d ( m formula
o the target values is what drives the KPI and determines how
the actualtand
a
The difference between
ns
h Determining
ausers. e
d s
it appears to end
l i c e the formula for the target value not only requires understanding
m e
of how formulas are built but ensuring that the target value is realistic and appropriate.
m
M oha

Building KPIs
To Build KPIs, the Workflow involves:

• General Properties
– Description
– Actual and Target Values
• Dimensionality
– Column to provide dimension
• States
– Goal
a ble
– Thresholds
f e r
– Label, Icons, Colors an s
n - t r
• Related Documents
a no
• Custom Attributes
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @Most ofSthe
t work centers on building the right
Building KPIs is part of a multi-step workflow.
athe s
d targetthvalue
i so that the status and threshold are accurately
s h
calculations for the actual value and
a e
s also is key as failing, adequate, and acceptable values
represented. Choosing them
( thresholds
t o uwisely
h a
are all dependent upon d se
them. To view the finalized KPI, it is first necessary to save and then open it
d sa orlfrom
from the Home tab
i c enthe catalog that houses it.
m e
ham
Mo

Practice
• Creating KPIs
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ St
Overview
h a d this
a process
In this practice, you will followsthe
u s efor creating new key performance indicators.
Assumptions d ( m to
a
ah cens e
s
Time: 15 minutes
d with yourli student identifier, as indicated by your instructor.
m
Replace eXXXX
o ham
Tasks
M Start by launching the procedure for building key performance indicators.
1. On the Home tab, click the New drop-down menu in the upper right-hand corner.
2. Select the KPI option.
3. Select the Workforce Management – Person Real Time subject area.
4. The KPI builder appears with the General Properties page displaying by default.

Configure details on the General Properties page.
1. In the Description field, provide content explaining that this key performance indicator
monitors headcount.
2. Locate the Actual Value drop-down menu.
3. Click the Actual Value drop-down menu.
4. Locate the Person folder.

5. Expand the Person folder.
6. Locate the Person Count column.
7. Select the Person Count column.
8. Locate the Target Value drop-down menu.
9. To the right of the Target Value field, locate the Edit Target Value Formula button.
a ble
10. Click the Edit Target Value Formula button.
f e r
an s
n - t r
11. Delete the content found in the Column Formula field on the Edit Formula dialogue box.
a no
12. In the Column Formula field, enter CAST("Person"."Person Count"*1.10 AS integer). Ensure
that what you enter matches this string exactly or the KPI does not function.
h a s
13. Click OK.
m ) e ฺ
Configure details on the Dimensionality page o
ฺc Gu i d
b m nt
ฺi dbuilder.
1. Click the Dimensionality link at the top of the KPI
i n e
9 2 @Add button.
2. In the lower left-hand corner, locate the
S tu
3. Click the Add button. ad e thi s
a h
s dialogues box, locate the Person Address folder.
4. On the Add New Dimension
( m o u
t folder.
a d Address
5. Expand the Person
h s e
6. Selects
d
a Country
the
l i c encolumn.
e OK.
7. mClick
ham
Mo

Configure details on the States page.
1. Click the States link at the top of the KPI builder.
2. Locate the Goal drop-down menu in the upper left-hand corner.
3. Ensure in the Goal drop-down menu that the High Values are Desirable option is selected.
4. In the Green/OK section, click the Green Checkmark button under the Icon heading.
5. On the Select Image dialogue box, locate the Red Sphere button in the scroll field on the
left-hand side.
6. Click the Red Sphere button in the field on the left-hand side.
7. Locate the Green Sphere icon that appears.
8. Click the Green Sphere icon.
9. Click OK.
a b le
10. In the Yellow/Warning section, click the Yellow Caution Triangle button under the Icon
f e r
heading.
a n s
11. On the Select Image dialogue box, click the Red Sphere button in the scroll n r
t on the left-
-field
o
hand side.
s an
12. Locate the Yellow Sphere icon that appears.
) ha ฺ
13. Click the Yellow Sphere icon.
ฺ c om uide
14. Click OK.
ฺ i b m nt G
15. In the Red/Critical section, click the RedinWarningdCircle
u e button under the Icon heading.
2 @
9 clickhthe t
S Sphere button in the scroll field on the left-
16. On the Select Image dialogue d
a box, i s Red
hand side.
s ah use t
d (m icon
17. Locate the Red Sphere
t othat appears.
ahaSphere
18. Click the Red
s e n e
sicon.
e d OK. lic
19. Click
20.mLocate the Upper Threshold field.
m
o ha 21.
M In the Upper Threshold field, delete any existing value.
22. In the Upper Threshold field, type 66.
23. Locate the Lower Threshold field.
24. In the Lower Threshold field, delete any existing value.
25. In the Lower Threshold field, type 33.

Examine the other two pages.
1. Click the Related Documents link at the top of the KPI builder.
2. Review the Related Documents page.
3. Click the Custom Attributes link at the top of the KPI builder.
4. Examine the Custom Attributes page.

Finalize the KPI creation procedure.
1. In the upper right-hand corner, locate the Finish button.
2. Click the Finish button.
3. On the Save As dialogue box, ensure that the Temp folder displays by default and if it does
not, navigate the Folders section to select it.
4. In the Name field, type KPI Headcount Per Country_(your initials).
a ble
5. Click OK.
f e r
ans
View the KPI.
n - t r
1. Click the Home link.
a no
2. Locate the newly created KPI.
h a s
3. Click the Open link underneath the KPI title.
m ) e ฺ
4. Once open, examine the KPI, scrolling up and down o
ฺcto examine i d
u it in its entirety.
b m t G
i nฺi uden
9 2 @ St
h a d this
s a use
d ( m to
a
ah cens e
s li
m ed
ha m
M o

B
Creating Briefing Books

a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
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ฺ i b
@ in tude
d 2
9 his S
a
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M oha
Examining Briefing Books
OBI Briefing Books:

• House static or updatable snapshots of analyses and dashboards

• Are downloadable for offline sharing, viewing, and printing
• Are added to dashboards in folders
• Can interface with agents to be updated, scheduled, and delivered
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
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i nฺi uden
9 2 @ St snapshots (a moment in time) or updatable
eithersstatic
h
content from a large variety of other
d including
Briefing books are repositories that contain
aobjects, thi dashboards. It is possible to download, view,
and distribute them in PDFm
a
s Moreover,
format.
e
us it is possible to place them on dashboards in an
(
d se t o
h a
embedded folder or even distribute them via conditional agents. They are easy to export and reuse.
d sa licen
m e
ham
Mo
Oracle HCM Cloud: Reporting and Analytics B - 2

Turning Content into Briefing Books
Dashboards:
• Must be in Open mode

• Use the Properties drop-down menu in the upper right-hand
corner to select the Add To Briefing Book option
Analyses:
• Must also be in Open mode
a ble
f e r
• Use the Add to Briefing Book link in the
an s
lower left-hand corner
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ Stbooks:
h a d this
There are two ways to incorporate content into briefing
• a theuAdd
for dashboards - by clicking
s s eto Briefing Book option on the Properties drop-down
menu
d ( m toAdd to Briefing Book link, usually found in the lower left-hand
• for analyses a
ah cens
- by e
clicking the
s li
ed
corner
Eitherm
am if it is an updatable or snapshot, or static, briefing book, to enter a description, if applicable,
method leads to the same Save Briefing Book Content dialogue box where it is possible to
M ohspecify
and to browse to the location within the BI presentation catalog where the briefing book is to be
saved and housed. Once saved, a specific Briefing Book icon appears to indicate the type of
document it is.

Editing Briefing Books
To edit briefing books:

• Determine whether they are:

– Updatable. Keep them current
– Snapshots. Track data as static
points in time
• Rewrite the description as necessary
because they evolve as updatable
documents
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ Stwhether it remains an updatable document or
The main reason for editing briefing books
h
a static one as a snapshot. A point a t h is involves specifying whether briefing book
dconsideration
is to decide
s
of
aor if aunew
s edescription is necessary. The process for editing briefing
( m
navigation links can be followed
o other types of objects.
books is akin to editingdprocessestfor
a
ah cens e
s li
m ed
m
M oha

Downloading and Viewing Briefing Books
Briefing books:
• Are easily distributed as PDF documents

• Can be viewed, modified, or saved as any
other PDF documents
• Can be archived and stored with related
briefing books
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
2 @ inSPDF
It is possible to download briefing books9externally
t format for viewing , allowing them also to
aItdis less s
thi to download briefing books as archived files.
h
be saved outside of the application.
a
sviewing,uand e common
s saving them follows the process for other objects but with
The process for downloading,
( m o
briefing books, there isda PDF link treadily
h a s e available for downloading them immediately in that format.
s be. licen it is possible to view, edit, distribute, and save them just as other PDF
Once opened inaPDF format,
d
documents
m e can
m
M oha

Adding Briefing Books to Dashboards
Briefing books:
• Are available for use and viewing on dashboards as embedded content

• Can be added by placing the folders they appear in directly onto the dashboards
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
One common way to put briefing books 9 2 @ ofSthe t target audience is by embedding them on
ad a folder
out
i
in fronts
thstructure
s h
dashboards. This is possible by adding
a s e to the dashboard and then specifying which
( m
briefing books appear via the folder
t o u
properties. Once established, end users can navigate the folder
structure embedded on
h a d se
the dashboard, search through it and then select the briefing books as well
s licen
as the content inathem.
d
m e
ham
Mo

Using Briefing Books with Agents
Briefing books:
• May be used within conditional agents as another means for their distribution
• Are sent like other OTBI objects when the conditions driving the agents are met
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ Sagents. t
a d
Briefing book functionality also works with
i s
conditional
h
It is possible to establish briefing
t are met. Within agents and on the Delivery
s ahbriefing
books as deliverable documents when
u
conditions
s e
(
d se m
Content tab, it is possible to select
t o books with the specified condition. As with other objects,
h a
it is easy to make them available in PDF format with a variety of delivery methods.
d sa licen
m e
m
M oha

Practices
• Building Briefing Books

• Adding and Removing Content within Briefing Books

• Viewing Briefing Books
a ble
f e r
an s
n - t r
a no
h a s
m ) e ฺ
o
ฺc Gu i d
m
b t
i nฺi uden
9 2 @ St
Building Briefing Books
h a d this
s
Practice the method for adding a content
u s eto briefing books.
d m
( thattoyou worked with in the last lesson, but not in Edit mode.
1. Open up the dashboard
a
h Options
2. Click theaPage n sedrop-down menu in the upper right-hand corner.
s e
d the Addlicto Briefing Book option.
e
3. Select
m
a m
h the briefing book.
Save
M o 1. Note the options selected in the Content Type and Follow Briefing Book Navigation Links
sections on the Save Briefing Book Content dialogue box.
2. Give the briefing book a description in the Description field.
3. Save the briefing book in the Temp folder.
4. Click OK once the correct location is selected.
5. Click OK on the Save Briefing Book Content dialogue box.
6. Click OK once the message indicating that it was successfully added to the briefing book has
displayed.

Adding and Removing Content within Briefing Books
Add more content to the briefing book and then edit it.
1. Open any other analysis created during this course.
2. Click the Add to Briefing Book link in the lower left-hand corner.
3. On the Save Briefing Book Content dialogue box, click the Browse button.
4. On the Save As dialogue box, navigate to the Temp folder and select the briefing book just
created.
5. Click OK on the Save As dialogue box.
6. Click OK on the Save Briefing Book Content dialogue box.
7. Click OK on the Briefing Book dialogue box.
Next, edit the briefing book.
a b le
1. Click the Catalog link. f e r
ans
2. Locate the briefing book in the Temp folder.
n - t r
3. Click the Edit link underneath the briefing book.
a no
a
4. On the Edit Briefing Book dialogue box, select one of the two items
h s to highlight it in blue.
5. Locate the Edit Page button.
m ) e ฺ
6. Click the Edit Page button.
o
ฺc Gu i d
b m t up the briefing book can now be
i firstesetting
ฺwhen n
7. Notice that the same options that appearedi n ud
modified. 2 @ S t
8. Click Cancel.
h a d9 this
s abutton.use
9. Locate the Delete Page
d ( m to
a
10. Click the Delete e
Page button.
h thereeisnsonly one object now available in this briefing book.
athat
11. Observe
d s l ic
e
12.mClick OK.
ha m
M o

Viewing Briefing Books
Show the procedure for exporting and examining briefing books in PDF format.
1. Under the briefing book title, locate the PDF link.
2. Click the PDF link.
3. Follow the protocol for opening the briefing book with your local version of Adobe Reader or
other PDF translators.
4. Once open, examine the analysis in the PDF table of contents.
Save and close the briefing book.
1. Save the PDF to your computer in a location where it can be easily deleted after the course is
complete.
2. Exit the briefing book by clicking the X button in the upper right-hand corner.
a ble
f e r
ans
n - t r
o
s an
) ha ฺ
ฺ c om uide
ฺ i b m nt G
@ in tude
d 2
9 his S
a
ah use t
s
(m to
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s aha cense
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m m
M oha

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o ha Reviewing Role-Based Access Example 2-10

Assigning Titles and Purposes to Analyses 3-4

4 Examining Subject Areas a ble

5 Constructing Custom Analyses

Instructor Demonstration 5-12

Examining Sections 8-4

ha mmExamining More Actions on Analyses 9-7

10 Using Scheduling Agents

11 Working with Visual Aides: Incorporating Visual Aides into Analyses

ha m Understanding Advanced Analysis Views 12-7

13 Managing Analysis Content: Using Analysis Tools

Instructor Demonstration 13-14

14 Managing Analysis Content: Restructuring Data

Configuring Dashboard Preferences from My Account 16-10

This lesson provides an introduction to the Course:

Oracle HCM Cloud: Reporting and Analytics 1 - 2

Oracle HCM Cloud: Reporting and Analytics 1 - 3

• Familiarity with Oracle HCM Cloud products

Oracle HCM Cloud: Reporting and Analytics 1 - 4

To enable participants to confidently organize, create and maintain analyses and

Oracle HCM Cloud: Reporting and Analytics 1 - 5

After completing this course, you should be able to:

Oracle HCM Cloud: Reporting and Analytics 1 - 6

Subject matter is delivered through:

• Lecture and slide presentations

Oracle HCM Cloud: Reporting and Analytics 1 - 7

Course content is delivered over two days.

• All slides presented during lecture

Oracle HCM Cloud: Reporting and Analytics 1 - 8

Oracle HCM Cloud: Reporting and Analytics 1 - 9

• Getting Started with Reporting and Analytics

Oracle HCM Cloud: Reporting and Analytics 1 - 10

• Using Scheduling Agents

Oracle HCM Cloud: Reporting and Analytics 1 - 11

In this course, you will perform these tasks:

• Navigate the reporting and analytics work areas

Oracle HCM Cloud: Reporting and Analytics 1 - 12

Getting Started with Reporting and

After completing this lesson, you should be able to:

Oracle HCM Cloud: Reporting and Analytics 2 - 2

The Oracle Transactional Business Intelligence (OTBI) comprises:

m eusers can leverage.

Oracle HCM Cloud: Reporting and Analytics 2 - 3

Oracle HCM Cloud: Reporting and Analytics 2 - 4

Real Time BI Ease of Use/High Interactivity

Seamless Integration with Fusion Supports Extensibility

Oracle HCM Cloud: Reporting and Analytics 2 - 5

Oracle Transactional Business Intelligence is a reporting solution with many benefits:

• Business-centric reporting subject areas

Oracle HCM Cloud: Reporting and Analytics 2 - 6

Content Summary: Embedded Real-Time Reporting Real-Time BI

• 300+ embedded analytics Analytics (OTBI) Publisher

Oracle HCM Cloud: Reporting and Analytics 2 - 7

• Access from within HCM

Oracle HCM Cloud: Reporting and Analytics 2 - 8

Who? A role assigned to a user

What? A function that users with the role can perform

Oracle HCM Cloud: Reporting and Analytics 2 - 9

Differences between users are