Thursday, April 10, 2025

Oracle Transactional Business Intelligence (OTBI)

Access OTBI

From the Navigator menu, search for or click on “Reports and Analytics”. 

On the Reports and Analytics page, click on “Create” and select “Analysis” from the drop-down menu.


Choose a Subject Area

  • Subject areas contain predefined data models that help you easily access the right data.

  • Select the Subject Area that contains the data you need for your report. For example:

    • Human Resources subject area for HR-related data

    • Financials for Finance-related reports

    • Procurement for procurement data

In my scenario, I chosen Workforce Management - Person real time


Add Columns (Data Fields)

  1. In the Analysis Editor, you'll see a list of available columns (data fields) on the left.

  2. Drag and drop the data fields you want into the Columns section. You can choose to display key metrics, transactional data, dates, etc.

  3. You can also filter the data to include only certain records (e.g., specific dates, statuses, etc.).

Identify necessary columns as per your requirement and add those columns into the reporting area.



Define Filters and Prompts

  • Use filters to narrow down the data. For example:

    • Filter by status, date ranges, or department.

    • Add prompts to allow users to interact with the report dynamically (e.g., asking for date ranges or job titles).



Customize Report Layout

  • You can choose how you want your data displayed (e.g., in a table, chart, or pivot table).

  • Add visualizations like bar charts, pie charts, or line graphs to make the report more interactive and visually appealing.



Save and Share the Report

  1. Once you've finished creating the report, click Save.

  2. Give the report a meaningful name and select a category (e.g., HR Reports, Finance Reports).

  3. You can also schedule the report to run periodically (daily, weekly, monthly) or share the report with others in your organization.

By using highlight button option we can schedule the report.



Run the Report

  • Once the report is saved, you can click on Run to generate and view the data.

  • The report will run based on the filters you’ve set, and you’ll see the output in your desired format.


Here is the option to export the data in various formats.

Key Points to Remember:

  • OTBI provides self-service reporting, meaning business users can create reports without technical expertise.

  • Reports are generated in real-time based on transactional data, making them highly relevant and up-to-date.

  • OTBI allows you to create both detailed reports (with specific data) and summary reports (for quick overviews).

No comments:

Post a Comment