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OTBI

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42 views

OTBI

Uploaded by

Vivek Kulkarni
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OTBI (ORACLE TRANSACTIONAL

BUSINESS INTELLIGENCE)

OVERVIEW
ORACLE TRANSACTION BUSINESS
INTELLIGENCE (OTBI)
- OTBI is fusion specific reporting tool

- OTBI uses the Oracle Business Enterprise edition (OBIEE) reporting tool to generate the reports
out of Fusion

- In OTBI, instead of constructing a SQL query, you can simply drag and drop selected data from
subject areas and use different graphical views

- A report or dashboard can be embedded in fusion page through personalization

Casual Users Like to see report in Application

Power Users Ability to create report in Fusion


(HRIS) reporting tool (drag n drop)

IT Developer Ability to create report using SQL


queries
FUSION OTBI
FUSION OTBI ARCHITECTURE
FUSION OTBI
FUSION OTBI SECURITY

Any user, who can access a reports are categorized as

- BI Administrator
- BI Author
- BI Consumer
FUSION OTBI SECURITY
SUBJECT AREAS
SUBJECT AREAS
LIST OF SUBJECT AREAS
SUBJECT AREAS – DIMENSION FOLDERS
SUBJECT AREAS – FACT FOLDERS
OTBI – TYPES OF SUBJECT AREAS

Subject Areas Subject Areas


Without With
Time Dimension Time Dimension
SUBJECT AREAS WITHOUT TIME DIMENSION

1. These subject areas are designed to report the current information.

2. For example, by default, Workforce Management – Worker Assignment


Real Time reports a worker’s current assignment information.

3. However you can report historical headcount or assignment information


by applying a logical SQL prefix to reset the default as-of date.

Logical SQL Prefix SET VARIABLE PARAM_EFFECTIVE_DATE =’yyyy-mm-dd ‘;

This Logical SQL prefix resets the effective date parameter to a user-defined
date before the report executes. You can set the as-of date to a specific date
or a user prompt. This piece of code resets the as-of date to Jan 1st , 2016.

Ex: SET VARIABLE PARAM_EFFECTIVE_DATE='2016-01-01';

Note: DATE FORMAT IS important


SUBJECT AREAS WITH TIME DIMENSION
1. Time dimension corresponds to the transaction’s Effective Date. Time
dimension allows users to report historical transactions in these subject
areas.

2. For example,
- Workforce Management – Worker Assignment Event Real Time
subject area includes a worker’s assignment history.
- Salary History subject area it represents the effective date of the
salary change events.
3. Time dimension allows you to roll up the transactions by month, quarter
or year
- For example, by selecting Year and Hire Count from Assignment Event
subject area, you can report hire count by year
USE CURRENT_DATE as a filter criteria to pull the current record

Ex: While creating filter, choose convert to SQL and add the clause as CURRENT_DATE between "Assignment Event
Details"."Effective Start Date" and "Assignment Event Details"."Effective End Date"

Note: Compensation - Salary Details Real Time subject area only contains the current salary even though Time
dimension is available. Compensation history is available in the Compensation – Salary History subject area
SUBJECT AREAS WITH TIME DIMENSION
If we need to pull data as of the specific date,

Declare a presentation variable,

Go to Advanced Tab,

Scroll down to the Advanced SQL Clauses region.

In the Prefix field, enter

SET VARIABLE
PARAM_EFFECTIVE_DATE='@{AsOfDate}';

Click Apply SQL.

Save Analysis -> Go to Home -> Run the Analysis

We can also use this presentation variable in filter criteria. As mentioned below,
CROSS SUBJECT AREAS
CROSS SUBJECT AREAS - PRECAUTIONS
Subject Areas
should have common dimensions
CROSS SUBJECT AREAS - PRECAUTIONS
If cross subject Areas
doesn’t have common dimensions,

We need to ensure to select at


least one metric from each subject
area
CROSS SUBJECT AREAS - PRECAUTIONS
Once we choose at least one metric from each subject area, turn on
the enable dimension flag in advanced tab,
OTBI – VISUAL AIDS
OTBI – VISUAL AIDS - EXCEPTIONS
1) Use of Map Graphs within OTBI

This is currently NOT SUPPORTED within the Oracle Cloud as documented in BUG
18740809 - DISABLE MAP VIEW IN FUSION SAAS PROVISIONING.

At present this feature has not been disabled and therefore the functionality is
accessible to the client. Attempts to use Map Graphs in OTBI will result in the following
error message :

"Map metadata has not been setup"


OTBI – VISUAL AIDS
- Conditional Formatting (By Color, By font etc…)
- No Results settings (Analysis Proporties)
- Interactions (What actions user will perform)

- Column Selectors
OTBI – VISUAL AIDS – COLUMN SELECTORS
OTBI – VISUAL AIDS
OTBI – VISUAL AIDS
OTBI – VISUAL AIDS
OTBI – KPIS
OTBI – KPIS
OTBI – KPIS
OTBI – KPIS
OTBI – DASHBOARDS
OTBI – DASHBOARDS

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