Fusion Reporting Tool - OTBI

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Agenda
1) OTBI Report Overview - Advantages - Limitations
 
2) Report Layout - Components, sections
 
3) Simple Report 
    -    Folders
        - Report Access Vs Data Access ( Inv Org,Ledger, Business Unit )
 
4) Field Formats, Properties, Style, Column Format, Data Format and other details  
 
5) Using Images, Report Title, Report Properties
 
6) Formulas & Functions - String, Number, Date
 
7) Report Filters 

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Agenda
8) Prompts  
    - Normal Prompts
    - Restricting data and Defaulting data
    - SQL Query based Prompts
        - Dependent Prompts
 
9) Working with Graphs, Charts 
 
10) Working with Gauzes  
 
11) Report Subtotals, Grand Totals
 
12) Report With Approval info
 
13) Link between Reports ( Master Child )
 
14) Drill through Application access ( AP Invoice - SCM Requisition)

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Agenda
15) Link Report to a Graph/Gauze
 
16)  Multiple Subject Areas
 
17) Subject Areas for HCM,FIN,SCM and PPM
 
18) Working with Dashboards, Dashboard Prompts and Linking Reports to Dashboards
 
19) Conditional Formatting
 
20) Downloading Reports, backup and Move between diff environments
 
21) Q&A 

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Introduction

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OTBI
DEV3 Oracle Link

https://fa-epxn-dev3-saasfaprod1.fa.ocs.oraclecloud.com/

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OTBI
Advantages of OTBI
 No or Zero technical knowledge ( Minimal SQL required)
 No knowledge of database & table structure
 Speedy development of reports
 User Friendly
 Roles Security driven
 Easy to use, Just Drag and Drop
 Supports Drill around , Graphs, gauges, Dashboards
 Very Interactive
 Powerful Data Visualization
 Provides real time analysis of Transactional data

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OTBI
Limitations of OTBI
 Historical data
 Data From Diff Subject Areas – proper link
 limited to standard subject areas provide by oracle
 Not for huge data volumes
 Download Limit of 25,000 Rows
 Data Limit of 25,000 Rows

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OTBI
Introduction
 OTBI - Oracle Transactional Business Intelligence
delivers a flexible and easy-to-use analysis tool that helps you to gain real-time insight into
transactional data
 Subject Area - Pre built meta-data content for BI reporting solutions
 Analysis - OTBI Report
 Filters - static conditions
 Prompts - Report Parameters
 Dash Board - Collections of Reports, Graphs, Charts
 Dash board Prompts

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OTBI
Subject Area Features
• OTBI subject areas is used to create or edit analysis reports
• Subject areas are pre built meta-data content for BI reporting solutions
• Subject areas are made up of logical data structures combined together and each of them are
associated with specific application modules
• OTBI organizes reporting data elements like Dimensions and Facts by business function in
Subject Areas.
• OTBI inherits Fusion user roles and security profiles.

• Oracle Fusion has given the Subject Areas for each module and Under These subject areas we
have different business objects. These Business Objects having all the Information's about that
Oracle Fusion Modules and by which we can just drag and drop the columns from these
business objects and design the OTBI reports without writing any SQL query. OTBI reports
automatically creates all the sql query to design the OTBI reports.

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OTBI
Subject Area Module Wise
• Finance : https://docs.oracle.com/en/cloud/saas/financials/22b/faofb/
• Projects : https://docs.oracle.com/en/cloud/saas/project-management/22b/faopm/index.html
• SCM : https://docs.oracle.com/en/cloud/saas/supply-chain-management/22b/faosm/
index.html
• HCM : https://docs.oracle.com/en/cloud/saas/human-resources/22b/faohb/index.html

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OTBI
Subject Areas for this Training

• Projects - Performance Reporting Real Time

• Payables Invoices - Transactions Real Time
• Payables Payments - Payment History Real Time

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OTBI
Drill Down

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OTBI
Drill Down
Deeplinks
• https://fa-epxn-dev3-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/deeplink?
objType=@{1}&action=@{2}&objKey=InvoiceId=@{3}

• 1 Value AP_VIEWINVOICE
• 2 value VIEW
• 3 Column Value Invoice ID

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OTBI
Functions
Accounting Segment 10.9990.212111.0000.00.000.00
SUBSTRING
ROUND
LOWER
UPPER
LENGTH
Concat 2 fields || ' - ' ||
IFNULL
REPLACE
CURRENT_DATE CURRENT_TIME CURRENT_TIMESTAMP NOW()

% = (Paid Amount / Inv Amount ) * 100

MSUM - moving sum

USER()
Month

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OTBI
Functions
TIMESTAMPADD(interval, n,timestamp)
TIMESTAMPADD(sql_tsi_month, 1,Report Field)
TIMESTAMPDIFF(SQL_TSI_MONTH, Invoice Date, NOW()
Intervals can be:
SQL_TSI_SECOND
SQL_TSI_MINUTE
SQL_TSI_HOUR
SQL_TSI_DAY
SQL_TSI_WEEK,
SQL_TSI_MONTH
SQL_TSI_QUARTER
SQL_TSI_YEAR

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OTBI
Subject Area, Presentation Folders and Attributes.
Subject Area is a collection of functional reporting metadata organized by folders and columns for ad-hoc reporting.

Subject Area

Presentation Folders

Attributes

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Subject Area, Presentation Folders, Attributes, and
Measures

Subject Area All the related functions are grouped under a

specific subject area. For example: The Salary
Details of employees are grouped under the subject
area called “Compensation – Salary Details”.
Worker assignment changes are grouped under the
subject area called “Workforce Management -
Worker Assignment Event Real Time”

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Subject Area, Presentation Folders, Attributes, and
Measures

Dimension Presentation Folder
Dimension Presentation Folders – Each of the Subject Areas
contain multiple folders within them. Related information are
grouped under the presentation folders. For ex: Employee
information like Person name, DOB, marital status, ethnicity
can be grouped under ‘Worker’ folder. Similarly, current
salary, previous salary etc. can be grouped under the ‘Salary’
folder

Attributes The information like ‘Person Name’, ‘dob, ‘Region’, etc are the
various attributes. These attributes are grouped under the
dimension presentation folder.
Attributes mostly refer to “text” or “date” values

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Getting Started

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 Creating OTBI Reports
Navigation: For accessing the Analytics page
Login to Fusion Application  Navigator  Tools  Reports and Analytics Link

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Fusion Reporting (cont.)
Folder Structure:
• My Folders – User specific folder for draft development.

• Shared Folders –Can be accessed by all the users and

contains both standard and custom report

• Custom – Contains both custom and customized standard

reports.

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Creating OTBI Reports

Create Report in BI
Answers

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Creating Analysis
Perform the following steps to build an analysis using Analysis editor.

• Create the analysis.

• Specify the criteria for the analysis.
• Display the results of the analysis.
• Add prompts to the analysis.
• Save the analysis.

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Creating Analysis (Cont.)
The Analysis editor is technically advanced and contains the following tabs:
 
Criteria Tab — By using the Criteria Tab you build up a report. It lets you specify the criteria for an analysis, including
columns and filters. You can specify the order in which the results should be returned, formatting (such as headings,
number of decimal places, styles such as fonts and colors, and conditional formatting), and column formulas (such as
adding a Rank or Percentile function).
 
Results Tab —The Results tab is where you can view the results of the OTBA report based on the columns that were
extracted onto the Criteria tab. It lets you create different views of the analysis results such as graphs, tickers, and pivot
tables. You can also add or modify selection steps.
 
Prompts Tab — The prompts tab is where you can build various kinds of prompts. This tab lets you create prompts
that allow users to select values to filter an analysis or analyses on a dashboard. Prompts allow users to select values
that dynamically filter all views within the analysis or analyses.
 
Advanced Tab — this tab lets you edit XML code and examine the logical SQL statement that was generated for an
analysis. You can use the existing SQL statement as the basis for creating a new analysis. Additional filters for the report
can be added in the Advanced Tab. Using this tab, you can generate XML and save into the system. This particular XML
can be used as a data source in BI Publisher Report and create complex report and further customization can be done in
BI Publisher Report.

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Creating OTBI Reports
Choose the Subject Area. The selected subject area will appear in the left pane.

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 Creating OTBI Reports
Drag and Drop/Double click the required columns to appear on the ‘Selected Columns’
workspace

You can select multiple non-contiguous columns by using the Ctrl key, selecting each column to include, and then dragging the
columns to the Selected Columns pane.

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 Build of Custom OTBI Report
Subject Area: Workforce Management - Worker Assignment Real Time

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 Build of Custom OTBI Report
Change the column label in the “Column Properties”

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Build of Custom OTBI Report

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 Build of Custom OTBI Report
Apply the filter on the “Department” column

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 Creating OTBI Reports
You can edit column properties to control the look and feel of the column. For example, you
can specify that values in the Revenue column are displayed with two decimal places and a
dollar sign.

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 Build of Custom OTBI Report
Conditional Formatting:

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 Build of Custom OTBI Report
Result of Analysis:

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 Build of Custom OTBI Report
Editing the View:

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 Build of Custom OTBI Report
Click on “Done” to close view editor.

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Creating OTBI Reports
To adding filter on column added, click Options beside the column name

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Creating OTBI Reports
In the New Filter dialog, select the appropriate operator such as is equal to / is in.

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Creating OTBI Reports
Select values from the list or click the Search icon to find more values from which to select.

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Creating OTBI Reports
Filter can be added on multiple columns and logical operator can be defined as “And” or “Or”

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 Creating OTBI Reports
To view the results, click on results tab. The analysis is displayed in the default Compound Layout,
which includes a Title view and a Table view

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Prompts
Navigation: Create/Edit Analysis -> Prompts (Tab)
Add the column prompt as per the below snapshot.

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Prompts
Navigation: Create/Edit Analysis -> Prompts (Tab)

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Prompts
Settings for the “Page1” prompt and the added prompts:

Navigation: Select the “Page1” prompt -> Edit

Prompt Display: Place label above prompt

Check “Set width of all prompts to” and choose “Dynamic”

The snapshot is shown below with the above settings.

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Prompts

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Prompts
Save the analysis.

Go to Catalog and run the analysis from the catalog to see the effect of the prompts

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Prompts

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THANK YOU

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