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1. How to Create OTBI Reports in Oracle Fusion

In this article we will learn to create Oracle Fusion(Cloud) OTBI report step past pace without going too much in technical details so that you practice not become distracted by over usages of jargon and leave the commodity halfway. Nosotros all know that Oracle provides several ways of reporting data from Oracle Cloud (Fusion) Application, OTBI is 1 of them. Information technology is likewise know as Oracle Transactional Business Intelligence (OTBI). There are many prebuilt reports and dashboards that yous can straight run using OTBI. Along the way, I will also tell how to run those delivered reports and dashboards. Lets get-go learn how to admission OTBI.

2. Roles and Access Needed to Run or Create OTBI Reports

If you just want to run whatsoever report, oracle's seeded Employee Abstract office is enough. But if y'all desire to create whatever custom study you will need to take BI Administrator Role. Problem with this role is that it doesn't work straight forrad. Fifty-fifty if you assign this part directly to you, yous won't be able to create any reports. Outset you lot volition have to create a Custom BI Admin Part and assign the Seeded BI Administrator Role to it.

If in your instance, you lot are able to create study without any problem, yous can skip this part and directly jump to department " iii. Business Requirement to create OTBI report " or else only follow to see how tin can yous create a custom role first to be able to create report.

2.1. Create custom Custom BI Admin Part

Navigate to Tool » Security Console » then click on Create Function button. You need to accept IT Security Managing director role, in order to exist able to create custom office. When you are on "Create Role : Bones Information" page, enter details as follows.

• *Role Proper name : AVI BI Admin Office
• *Role Code : AVI_BI_Admin_Role_Custom
• *Role Category : BI – Abstract Roles
• Predefined Role : <Go out unchecked>
• Description : Custom BI Admin Role

In one case yous enter all these details click on the Office Bureaucracy train end. On this screen, click on + Add together Role button and search for "BI Administrator Role". In one case you get it, highlight it and and so click on button "Add Role Membership". Refer beneath screenshot.

In one case yous do that, click on Users train end. Click on "Add together User" button and search for user you want to assign this custom BI Administrator role, who will exist able to create custom reports.

In one case washed, click on next, you will encounter Submit button. Click on that. At present you accept successfully created a custom BI Administrator function and assigned to the user. Now login through that user to create custom study.

iii. Business Requirement to create OTBI report.

Before we proceed further and learn how to create OTBI written report, lets offset empathize what is the concern requirement. Our requirement is to crate a Probation Decease Report for Hour and then that they tin check in advance whose probation is going to end in next thirty days. Based on the report, HR tin can accept input from manager and decide whether to extend the probation or confirm the employee. Probation Expiry Report should fetch following information for HRs.

• Person Number
• Employee Proper noun
• Director Name
• Hire Date
• Probation Stop Appointment
• Business Unit Name
• Department Name
• Job Name

iv. Steps to Create Custom OTBI Reports

Lets offset, to create Probation Expiry OTBI study navigate to Tools » Reports and Analytics. You will come across a screen similar this.

Yous can create OTBI written report direct by clicking on Create » Analysis or You can too click on the Scan Catalog push, appearing on the screen higher up. This will take you to OTBI page every bit shown beneath (for this article we volition follow Scan Catalog navigation)

On this screen click on New and then select Analysis. As soon as you click on the Analysis system will ask you to select subject expanse every bit shown below in the paradigm. Subject area is the logical grouping or related tabular array. Since nosotros are working on workers assignment details, we have to select "Workforce Direction – Worker Consignment Real Time".  With experience you volition come to know which subject area to use for the data you want to written report. For at present scroll below and you lot volition notice discipline  "Workforce Direction – Worker Assignment Real Time". Click on that.

Once you click on the subject surface area, your screen will look like this.

Now nosotros have to search columns from the subject area section, drag that and drop at Selected Columns expanse. You can as well double click on the column to movement information technology to selected columns surface area.

Move or double click following columns under "Worker" folder

Worker
– Person Number
– Display Name
– Manager Proper name
– Work Relationship Showtime Appointment
– Probation End Date
– Probation Catamenia
– Probation Unit of measurement

Similarly add columns as shown below from different folders

Business concern Unit
– Business Unit Name
Department
– Proper name
Chore
– Name

If you have followed all these steps correctly, your screen will await like this.

Now, click on the relieve assay button (floppy deejay icon), which is available at upper right corner under your user proper noun. As before long as you click on that system will ask you to give report name and the place you would similar to save the study.

It is a best practice to save report under the folder Shared Folder » Custom » And then select binder related to the report. We are going to select "Human being Capital Management" as shown in the image below. Also give the report name under the name filed then click on OK. Study proper noun here is "Workers Probation Death Report"

This step will save the study and also give admission to others to run this report. If you exercise not want others to see this report, save the report under folder My Binder.

4.1. At present it is time to run Probation Expiry Report

Now to run the study, click on the tab "Results", which is available simply beside criteria tab. On this screen you will come across result of the report. If you are seeing the results Congrats!! you have done a great job. Y'all tin movement to section " 4 .1.1. Customize Probation Decease Report Farther ". But if y'all are non seeing whatever result but getting below message "No Result", dont worry, this is normal.

This is considering, y'all accept access/role to create written report merely you practise not accept access to come across the data. Subject field areas are functionally secured using duty roles. Please refer the table beneath to run into what kind of role you volition have to assign additionally to see study output.

HCM Task Role You Demand to Have	Oracle Fusion Transactional Business concern Intelligence Folders
Human Resources Annotator	Business Intelligence Publisher (BIP) Goals, BIP Operation, BIP Profiles, OTBI Career, and OTBI Workforce Management folders
Benefits Manager	OTBI Benefits
Compensation Manager	OTBI Bounty
Payroll Manager	OTBI and OBIA Payroll folders
Line Manager	BIP Compensation, BIP Workforce Management, OTBI Workforce Direction, and many OBIA folders

You can read Acquire Oracle Fusion part concept with examples to know more than about oracle roles.

4.1.one. Customize Probation Expiry Report Further

Now we presume y'all have assigned necessary roles to your account and you are able to see the report output.

Our work is not done withal. This study will fetch all employees but our requirement is to fetch only those employees whose probation is ending in next 30 days, and so that Hr can review their record and accept activeness. Hour can either extend their probation or ostend their probation.

To amend the report to fetch only desired employees. Become dorsum to Criteria tab then motility your cursor over gear icon appearing beside column Probation Terminate Date. Now click on the Filter icon.

Now yous volition encounter a pop upwards screen "New Filter" every bit shown in the image below. On this screen, click on bank check box "Convert this filter to SQL" and click OK push button.

One time you click on OK a new screen will popular upwards. On this screen manually type CURRENT_DATE and then that equation would wait like this "Worker"."Probation End Appointment" > CURRENT_DATE

Click on OK to add together the filter. At present repeat in a higher place steps again to add another expression like "Worker"."Probation End Date" <= CURRENT_DATE + xxx your last filter should wait like this.

Now become to the Results tab to run the report once more. Now you will only see selected employees equally per the filter.

Don't forget to click on save button oft to relieve your work. Now we tin come across that report is pulling only those employees whose probation is expiring in next xxx days. We are almost washed but want to make certain report looks slightly amend. If you run across Department and Job both columns have aforementioned name Name. We need to modify information technology to Section Name and Job Name respectively.

To exercise this, go dorsum to Criteria tab again and motion your mouse over column pertaining to department and click on gear icon. And select option Cavalcade Properties. Click on Column Format tab. Click on checkbox Custom Headings. Now change the Column Heading to "Department Name", as shown beneath.

Similarly, change the column heading for Task and as well change the column heading from "Piece of work Relationship Offset Appointment" to "Hire Date". Now run the study once again and you tin see new column names.

five. How to Export and Import OTBI Written report.

In one case yous have prepared your OTBI report, there is no need to fix the same once again in new instance. You tin can just consign the report from your no-prod instance and and then import the same in production.

To export the the report, click on the Catalog card bachelor abreast Home carte. Most likely you volition see your report on that screen but if yous are non seeing your report, just navigate to the folder you had saved your report.

Once y'all recognize the report, click on more than and then click on annal and click on OK. This will save the file on your local PC/Laptop.

Now to import the written report in new example/POD Merely navigate to Tools » Reports and Analytics » Browse Catalog » and navigate to the folder you lot desire to save your record.

6. Bonus Tips

• If you want to straight open to OTBI, besides known as BI Answers, just suffix analytics at the end of the of the primary url of your application. For example, if you application url is https://fa-abc-iavinash.oraclecloud.com yous need to admission OTBI equally follows https://fa-abc-iavinash.oraclecloud.com/ analytics
• By default whatever DFF you configure is not available inside OTBI directly, to make it appear you demand to run a process called "Import Oracle Fusion Information Extensions for Transactional Business Intelligence".

7. How is the Josh!!

Hope you have enjoyed reading this article. If you take whatsoever question please post it in our Oracle Question and  Answer Forum. Yous can besides get more content related to OTBI here.

fishbournemoothoung.blogspot.com

Source: https://iavinash.com/learn-how-to-create-otbi-reports-in-oracle-cloud-step-by-step/

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