Wednesday 26 May 2021

 

OTBI REPORTS


Oracle Transactional Business Intelligence (OTBI) is fully integrated with Fusion and requires no additional system or security configuration. Oracle Transactional Business Intelligence (OTBI) is ready for use and data is available for reporting. 
What OTBI subject areas you can access to create analyses is determined by your Fusion user role. When you run an OTBI analysis, what data you can see is automatically filtered based on your security profile. 

Oracle Cloud Reporting Overview:



OTBI is used to build reports:

1. Having transactional data - like invoices , payments, receipts etc
2. Adhoc reports
3. Dashboards and Infolets
4. For charts and graph outputs
5. flexible outputs.




Predefined subject areas to choose from:


Pillars for OTBI reports:


Steps to run:

1. Navigation - Report and Analytics>Analysis


2. Select the subject area for which you have to create the report:


3. Select the required columns from the subject area (you can edit/add/omit these columns any time after as well)


4.. After selecting columns, select the format in which you want data then click next:




5.Select the prompts ( which you want to keep as parameter), then click next:



6.Save your analysis in the required location:

7.Once the analysis is created go to report and analytics and navigate to the location where the report is saved to run it. Click on Edit to edit the analysis:







8.Click on prompts to make it as parameter :










9.Click under criteria and you can select multiple subject area to create some complex reports



10.Once the new subject area’s are selected drag and drops the columns to right side:



11.You can even write formulas( do calculations) to the columns


12.Once all the formatting and editions are done save the analysis



13.Your analysis is ready to be used and you can edit it anytime to accommodate any changes



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