Oracle Transactional Business Intelligence 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
Before we learn about designing OTBI reports, we should know OTBI’s full form, meaning, and application. If you take an Oracle Fusion HCM course, you will learn everything in detail.
OTBI full form is Oracle Transactional Business Intelligence. It is a self-service reporting tool that works in real time and is part of the Oracle Cloud suite of apps. OTBI lets users make and run reports using data from Oracle Cloud applications, such as Oracle Fusion Financials, Oracle Fusion Human Capital Management (HCM), and more.
OTBI reports are made so that end users can easily make them and change them without needing to know a lot about technology. Pre-built data models and real-time transactional data allow them to provide insights as soon as data enters the system.
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 creating a new report.
Step 3: Select Subject Area
Choose a subject area that aligns with the data type 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.
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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, etc.
Step 5: Apply Filters
To refine your report’s data, add filters by clicking 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 information. 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. You can learn all the step-by-step processes in our Oracle HCM course.
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.
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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 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 information 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 financials, 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. You can even take up an Oracle online course to learn any basic or advanced topics.
Whether you want to improve your company’s HR analytics, make yourself more marketable on the job market, or learn more, our training program will help you get the most out of Oracle Fusion HCM’s reporting features.
Sign up for our Oracle Fusion HCM Training program right now to start turning data into insights that can be used to make things better.
FAQs
Making an OTBI report can be done in two main ways:
Subject Area Reports: These are the most common and straightforward reports to create. Users pick a subject area that fits their needs for the report and then use the drag-and-drop feature to make the report.
Data Model Reports: For more complex reporting needs, users can create a data model using the BI Publisher part of OTBI. This includes writing SQL queries to get data from different sources and planning how the report will be laid out.
To use OTBI to make a simple report in Oracle Fusion HCM:
Open your Oracle Fusion HCM application and go to the OTBI environment.
Pick a Subject Area that has the information you want to report on.
Pick the Fields: You can drag and drop the subject area fields you want to include in your report into the report’s columns and criteria.
Setting Filters: Use any filters to narrow down the data so that it fits the needs of your report.
Print the Report: Run the report to see the results.
Save and Share: You can save the report and share it with other users, or you can add it to a dashboard if you need to.
Oracle OTBI is a business intelligence tool that makes use of the large amounts of data that are stored in Oracle Fusion Applications. It provides a straightforward method for non-technical users to build and share dashboards and reports. Using OTBI, you can access Oracle Fusion data in real-time and generate reports based on various metrics and predefined topics.
With OTBI, you can make a dashboard by:
Access the Dashboard: Go to the dashboard section of the OTBI.
Start a Blank Dashboard: Create a new blank dashboard and name it.
Add Pages: Dashboards can have multiple pages. Just add more pages!
Add Content: Select the reports or analyses you created and add them to the dashboard. These can be sorted and categorized in rows and columns.
Set Permissions: Define who can see and interact with the dashboard.
Save and Share: Once your dashboard is set up, save it and share it with other users as appropriate.
