OTBI Reporting in Oracle Fusion HCM with worked example (Part 1)

Oracle Transactional Business Intelligence (OTBI)

What is Oracle Transactional Business Intelligence (OTBI)

OTBI is a reporting feature in Oracle Fusion HCM. Structures that provide users with the ability to report on HCM information. OTBI is a real-time, self-service reporting solution. Business Intelligence is fully integrated with Oracle Cloud HCM, which also requires no additional system or security configuration, and it is ready for use once HCM is provisioned and data is available for reporting. OTBI also inherits user roles and security profiles.

OTBI aims to make reporting easier for Managers and Analysts by providing tools to simply drag and drop fields from subject areas. Further to meet specific requirements, you would possibly got to create or edit reports to capture different data or present it in differently by customizing their components.

There are 3 reasons why OTBI reporting is always preferable :

1) Firstly, the reports which build-out of the Subject Area are interactive in nature,

and users can navigate to another report based on actions which also configured on the report.

2) Also the Subject areas are accessible to Analysts and Managers based on access provided, then this allows them to create reports easily by choosing columns from the appropriate subject area using the drag-drop approach. Also, the configurations are reusable for creating more reports and

3) Sample reports that can also be edited to meet individual customer requirements.

OTBI Reporting in Oracle Fusion HCM with real-time example (Part 2)

How to create OTBI reports in Oracle Fusion HCM

Steps to create and run the report :

In this article, I am going to explain how to create a report using one Subject Area, and here then I am taking a simple example – Manager Position HeadCount Analysis

1) After sign in to oracle HCM cloud application, navigate to Tools -> Reports and Analytics

Reports and Analytics

2) Then reports and analytics page will open, click the browse catalog button and after clicking the button signs the user into the application.

3) After that the Catalog page appears on new tab .

4) Further, select Subject Area -Workforce Management -Worker Relationship Real Time

Select Subject Area -Workforce Management -Worker Relationship Real Time

5) And then select required columns from the Subject area
(to add columns just drag from Subject Ares and drop to Selected Columns area on the right-hand side)

In this particular example I am selecting following columns
1) Firstly add Manager Name from Worker folder
2) Then, Location Name from Location folder
3) Lastly, Organization Name from Organization folder and Position HeadCount from Position folder

Select required Columns under Subject Area

6) Filters :
You can also add filters for each column if required as shown in snapshots .

So here I have applied the filter for location name as “Chicago” after selecting relevant Operator from drop down list .For ex .(I have used “is equal to / is in ” operator )

Sort :
After that you can also sort the columns in any order which you want .

Column property :
You can also add Column properties and this specifies how you want column values to be displayed, one can format column heading, custom texts, border font, cells, data format and the conditional format