Oracle Transactional Business Intelligence (OTBI) reports enable organizations to extract valuable insights from their Oracle Fusion HCM data. These reports allow users to analyze and visualize data, making informed decisions about workforce management, performance, and more. In this guide, we’ll provide a comprehensive overview of the step-by-step process to create OTBI reports in Oracle Fusion HCM.
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Getting Started and Designing the Report
Step 1: Access OTBI
Log in to your Oracle Fusion HCM instance using your credentials. Once logged in, navigate to the “Reports and Analytics” work area. This serves as the central hub for creating and managing OTBI reports.
Step 2: Create a New Analysis
From the “Reports and Analytics” work area, access the “My Analysis” or “Catalog” section, depending on where you want to store your report. Click the “New Analysis” button to initiate the creation of a new report.
Step 3: Select Subject Area
Choose a subject area that aligns with the type of data you want to report on. Subject areas group relevant data tables together for easy access. Common subject areas in HCM might include “Workforce Management,” “Personnel Management,” and more.
Step 4: Add Columns
Drag and drop the columns from the selected subject area onto the analysis criteria pane. These columns define the data points that will be included in your report. You can include attributes such as employee names, job titles, compensation, and more.
Step 5: Apply Filters
To refine your report’s data, add filters by clicking on the filter icon next to each column in the criteria pane. Set conditions based on your requirements to include or exclude specific data records.
Step 6: Modify Columns and Filters
Fine-tune your report by clicking on columns and filters in the criteria pane. Adjust sorting, formatting, and advanced filter conditions to ensure the data is presented in the desired manner.
Step 7: Add Prompts (Optional)
For interactive reports, you can add prompts that allow users to select specific values when viewing the report. This makes your report more versatile and user-friendly.
Step 8: Add Visualizations (Optional)
Enhance the impact of your report by adding visualizations such as tables, charts, graphs, and pivot tables. Drag and drop the desired visualization types from the “Results” pane onto your report canvas.
Step 9: Save and Preview
Once you’ve added columns, filters, and visualizations, save your analysis. Navigate to the “Results” tab to preview your report. This displays your data based on the selected criteria and visualizations.
Step 10: Refine Formatting
Use the “Views” menu to switch between different view formats for your report. Customize formatting, labels, and object properties to ensure your report is visually appealing and easy to understand.
Step 11: Save and Share
After reviewing and refining your report, save it again. Share your report by saving it to a shared folder, scheduling it for email delivery, or by providing the report’s URL to authorized users.
Step 12: Scheduled Reports (Optional)
For regular reporting needs, you can schedule your report to run automatically at specific intervals. Configure the report to be sent via email to designated recipients.
Step 13: Exporting Reports (Optional)
Export your reports to various formats like Excel, PDF, or CSV for further analysis, archiving, or distribution outside the Oracle Fusion HCM environment.
Creating OTBI reports in Oracle Fusion HCM empowers organizations to gain actionable insights from their HR data. By following these steps and exploring the extensive options available in the reporting tool, you can create reports tailored to your organization’s specific needs and goals. For more detailed instructions and assistance, refer to Oracle’s official documentation or consult with experts familiar with OTBI reporting.
