Ad-Hoc Reporting with OTBI - Home - Oracle Applications ...
Transcript of Ad-Hoc Reporting with OTBI - Home - Oracle Applications ...
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Session ID:
Prepared by:
Remember to complete your evaluation for this session within the app!
10848
Ad-hoc reporting with OTBI – No more pain or wasted time.
April 10, 2019
Girish KotechaConsultant, AST Corporation
Room No. CC 3RD FL 301A
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Applications Software Technology Focus on
12Industries
Oracle Industry Specializations
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Strong OraclePartnership
Oracle UniversityPartner
24Years of Experience
400+Cloud-
CertifiedEmployees
Six Time Oracle Excellence Award Winner
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30+ Specializations/CEICloud ERP Cloud HCMCloud SCMCPQDatabase
Cloud EPMAnalyticsPaaS IDMWebCenter
Autonomous Cloud Tester
Automated testing solution
Straight Talk Real
Results
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Agenda• Overview of OTBI • BI Composer• BI Answers• Infolets• Q & A
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Oracle Cloud Reporting Overview
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OTBI is used to build reports :- Having Transactional Data – like invoices, payments,
receipts etc. - For Ad hoc reports.- For Dashboards and Infolets- For charts and graph outputs- Flexible outputs
Oracle Transactional Business Intelligence
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Subject Areas Analysis Dashboards Infolets
Oracle Transactional Business Intelligence
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Oracle Transactional Business Intelligence
Oracle Transaction Business Intelligence (OTBI)
Pre‐defined Subject Areas Provided by Oracle
Create analysis
Easier tool for the end user to create analysis
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Oracle Transactional Business Intelligence
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Pre-defined Transactional BI Subject Areas:
Oracle Transactional Business Intelligence
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OTBI reports can be build using : BI Composer – Simple straight
forward UI, walks you throughthe steps to create report
BI Answers – Robust functionality for more advanced users.
Oracle Transactional Business Intelligence
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BI Composer:
Oracle Transactional Business Intelligence
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BI Answers:
Oracle Transactional Business Intelligence
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BI Answers:
Oracle Transactional Business Intelligence
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Dashboards:
Title
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Infolets:
Title
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BI COMPOSER
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BI Composer:
Navigate to Home > Tools > Reports and Analytics
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BI Composer:
Navigate to Home > Tools > Reports and Analytics
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BI Composer:
Navigate to Home > Tools > Reports and Analytics
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BI Composer:
Navigate to Home
◦Transaction Details > General Information > Transaction Number◦Invoice Details > General Information > Transaction Date◦Transaction Amounts> Transaction Entered Amount◦Bill‐to Customer > Bill‐to Customer Details > Bill‐to Customer Name◦Bill‐to Customer > Bill‐to Customer Details> Bill‐to Customer Number
• Expand the folders and choose the field(s)• These fields will be displayed as columns• Data Fields can be chosen from different folders• Choose the following fields (Double click the field or drag and drop
to the “Selected Columns” section)
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BI Composer:
Select Columns - Select data fields and click next
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BI Composer:
Select View- Select View, enter the title and select table or graph view and click next.
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BI Composer:
Sort and Filter - Select the field to sort and set filters.
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BI Composer:
Highlight - Enter the threshold values and click next
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BI Composer:
Save – Save the analysis to My Folder or Shared Folder
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BI ANSWERS
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BI Answers:
Navigate to Home > Tools > Reports and Analytics
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BI Answers:
Click on Book/Catalog Icon.
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BI Answers:
Creating new Analysis- Click on New > Analysis
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BI Answers:
Select Subject Area- Close Real Time Subject
Areas only.
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BI Answers:
Select one or more data fields
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BI Answers:
Select one or more data fields
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BI Composer:
Select data Fields
◦Transaction Details > General Information > Transaction Number◦Invoice Details > General Information > Transaction Date◦Transaction Amounts> Transaction Entered Amount◦Bill‐to Customer > Bill‐to Customer Details > Bill‐to Customer Name◦Bill‐to Customer > Bill‐to Customer Details> Bill‐to Customer Number
• Expand the folders and choose the field(s)• These fields will be displayed as columns• Data Fields can be chosen from different folders• Choose the following fields (Double click the field or drag and drop to
the “Selected Columns” section)
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BI Answers:
Select Data Fields
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BI Answers:
Add filters
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BI Answers:
Enter the operator and Value to set fileters.
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BI Answers:
Filters and Conditions
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BI Answers:
Click on the Results tab
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BI Answers:
Re-order Columns – On the “Results” tab, click on the “Transaction Date” column and drag and place it after the “Transaction Source” column.
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BI Answers:
Formatting Options
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BI Answers:
Column properties : Custom Headings
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BI Answers:
Sorting Date
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BI Answers:
Sorting multiple columns
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BI Answers:
Supress/Un-suppress a data field.
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BI Answers:
Suppress/Un-Suppress a Data FieldClick on the “Criteria” tab
Click on “Properties” for Trx Date column
Click on “Column Format” tab
Change the “Value Suppression” option to Repeat
Click OK
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BI Answers:
Suppress/Un-Suppress a Data Field
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BI Answers:
Click on “Results” tab to see the data output Invoice Date is repeated
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BI Answers:
Prompts/User Input
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BI Answers:
Select the column for prompt
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BI Answers:
Set the prompt properties
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BI Answers:
Set prompt properties and save analysis
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BI Answers:
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BI Answers:
Export output to different formats
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BI Answers:
Functions
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BI Answers:
Functions
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DASHBOARD
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Dashboard:
Dashboard Prompt
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Dashboard:
Set prompt properties and save
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Dashboard:
New -> Dashboard
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Dashboard:
Enter the name and location
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Dashboard:
Dashboard
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Dashboard:
Enter the threshold values and click next
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Dashboard:
Drag and drop sections
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Dashboard:
Navigate and add the Prompts and Analysis to dashboard
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Dashboard:
To Run dashboard Navigate to Home > Tools > Reports and Analytics
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Dashboard:
Navigate to the dashboard and click view
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Dashboard:
Dashboard results
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Dashboard:
Enter the threshold values and click next
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INFOLETS
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Infolets:
Create a graph using analysis
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Infolets:
Custom analysis can be added to the infolets page.
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Session ID:
Remember to complete your evaluation for this session within the app!
10848