Access OTBI
Choose a Subject Area
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Subject areas contain predefined data models that help you easily access the right data.
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Select the Subject Area that contains the data you need for your report. For example:
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Human Resources subject area for HR-related data
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Financials for Finance-related reports
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Procurement for procurement data
Add Columns (Data Fields)
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In the Analysis Editor, you'll see a list of available columns (data fields) on the left.
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Drag and drop the data fields you want into the Columns section. You can choose to display key metrics, transactional data, dates, etc.
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You can also filter the data to include only certain records (e.g., specific dates, statuses, etc.).
Define Filters and Prompts
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Use filters to narrow down the data. For example:
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Filter by status, date ranges, or department.
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Add prompts to allow users to interact with the report dynamically (e.g., asking for date ranges or job titles).
Customize Report Layout
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You can choose how you want your data displayed (e.g., in a table, chart, or pivot table).
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Add visualizations like bar charts, pie charts, or line graphs to make the report more interactive and visually appealing.
Save and Share the Report
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Once you've finished creating the report, click Save.
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Give the report a meaningful name and select a category (e.g., HR Reports, Finance Reports).
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You can also schedule the report to run periodically (daily, weekly, monthly) or share the report with others in your organization.
Run the Report
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Once the report is saved, you can click on Run to generate and view the data.
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The report will run based on the filters you’ve set, and you’ll see the output in your desired format.
Key Points to Remember:
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OTBI provides self-service reporting, meaning business users can create reports without technical expertise.
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Reports are generated in real-time based on transactional data, making them highly relevant and up-to-date.
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OTBI allows you to create both detailed reports (with specific data) and summary reports (for quick overviews).
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