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How To Create OTBI Reports in Oracle Fusion

This document provides a 17 step process for creating OTBI reports in Oracle Fusion. It involves navigating to the Reports and Analytics section, selecting the appropriate subject area, dragging relevant columns into the report, adding filters on columns like Business Unit, and viewing the final results. Key steps include choosing between personal and shared folders, browsing the catalog to select a subject area like Payables Invoices, adding columns like Invoice Number and Amount, and filtering for things like top 10 invoices or specific business units.

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Obulareddy Biyyam
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2K views

How To Create OTBI Reports in Oracle Fusion

This document provides a 17 step process for creating OTBI reports in Oracle Fusion. It involves navigating to the Reports and Analytics section, selecting the appropriate subject area, dragging relevant columns into the report, adding filters on columns like Business Unit, and viewing the final results. Key steps include choosing between personal and shared folders, browsing the catalog to select a subject area like Payables Invoices, adding columns like Invoice Number and Amount, and filtering for things like top 10 invoices or specific business units.

Uploaded by

Obulareddy Biyyam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to Create OTBI Reports in Oracle Fusion

Step1:-

Go to Oracle fusion Application and Then go to Navigator. Select Report and analytics.

 
Step2:-

This below will appear after the Reports and Analytics as below.

 
My Folders
 
 My Folders' is your own folder. It means it is specific to each user. when you will create your
report under this folder then no one in the application can see and access these reports because
these are saved and created under your My folder. so this is totally yours personal Development.
 
Shared Folders
Shared Folders is your Application common Folder. It means it is shared across users of the
application as per the roles. Shared folders has many Sub-folders related to the Work related
and Module Related.
 
 
Step3:-

Click on browse Catalog as below.

 
Step4:-

Now click on the Home Icon as below and this will navigate to Home Screen.

 
 
Step5:-

Now click on Analysis as below.


 
 
Step6:-
In this example I am going to Create Analysis on Payables AP invoice data for that I will select
Payables Invoices Subject Area.
 

 
Step7:-

This is the Development window of OTBI reports.


Selected columns:

'Selected columns' represents Columns which you want to include in your Report output.
 
Filters:

Filters represents where conditions in this OTBI report.


 
You will drop the Columns from the subject areas in the left side.
 
You can see in the left side subject area and the sub folders. Each subfolders has information
related to AP invoices. Like Accounting folder have accounting information. Invoice Details folder
has Invoice number , invoice description kind of information.
 

 
 
 
 
 
Step8:- I have Drag Invoice Number and Invoice Amount from Subject area to the Selected
Columns as below.
Then these are two columns will come in this report output.

 
 

 Step9:- If you want to change the name of columns you can do by that way. click on the column
Circle.
Now we will create Filters in the OTBI reports.
 
Step10:-

Creating Filters in OTBI report


 
Click on below icon under filters tab as below.
 

 
 
 
 Step11:-
Oracle otbi documentation
 
Click on Filters and More columns as below.

Step12:-
Oracle OTBI documentation
 
 You can put filters on any columns as per the columns available in the Payables Invoice subject
area sub-folder. In this example I will put where condition on Business unit. So I will choose
Business unit sub-folder as below.
 
 
 
Step13:-

OTBI reports in oracle fusion


 
Now select the values as it will show you all the distinct value available in the data base for this
column.

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Now you can see below OTBI reports filters as below.
 

 
 
Step14:- Suppose , you want to show only top 10 invoices in your OTBI reports for this how you
put condition in this OTBI report.
For that you have to click on Filters again , when you will click on filters first you will always
see the columns of your OTBI reports , so now you want to see top 10 invoices amount do in
this filter you will select Invoice amount column.
 
Step15:- Select below condition for your Invoice Amount column.
 

 
Step16:- Now your OTBI Reports filters will be two as below.

 
 
Step17:- Now click on Results tab to see the output.
 
 
 

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