10848-Ad-Hoc Reporting With OTBI - No More Pain or Wasted Time - Presentation - 209

Ad-hoc reporting with OTBI
– No more pain or wasted

Session ID:
time. 10848
Prepared by:
Girish Kotecha
Consultant, AST Corporation
Room No. CC 3RD FL 301A

Remember to complete your evaluation for this session within the app!
April 10, 2019
Applications Software Technology
Focus on
24
Six Time
12
Oracle
Excellence
Strong Oracle Years of Experience Award
Winner Industries
Straight Partnership
Oracle Industry
Talk 400+ Global

Presence
Specializations
Real Pillar Partner Cloud-

Go-To Partner Certified
Results Cloud Marketplace Employees
Off-shore Delivery
24x7 Support
30+ Specializations/CEI Autonomous

 Cloud ERP
 Cloud HCM
 Cloud EPM
 Analytics
Cloud
 Cloud SCM
 CPQ
 PaaS
 IDM
Tester Oracle University
 Database  WebCenter Automated testing solution Partner
Agenda
• Overview of OTBI
• BI Composer
• BI Answers
• Infolets
• Q&A
Oracle Cloud Reporting Overview
Oracle Transactional Business Intelligence
 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
 Subject Areas
 Analysis
 Dashboards
 Infolets
Oracle Transaction Business Intelligence (OTBI)
Pre‐defined Subject Areas Provided by Oracle
Create analysis
Easier tool for the end user to create analysis
Pre-defined Transactional BI Subject Areas:
OTBI reports can be build using :

 BI Composer – Simple straight
forward UI, walks you through
the steps to create report
 BI Answers – Robust functionality

for more advanced users.
BI Composer:
BI Answers:
BI Answers:
Title
Dashboards:
Title
Infolets:
BI COMPOSER
BI Composer:
 Navigate to Home >

Tools > Reports and Analytics
BI Composer:

BI Composer:

BI Composer:
 Navigate to Home
• 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)
◦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
BI Composer:
 Select Columns - Select data fields and click next

BI Composer:
 Select View- Select View, enter the title and select

table or graph view and click next.
BI Composer:
 Sort and Filter - Select the field to sort and set filters.
BI Composer:
 Highlight - Enter the threshold values and click next

BI Composer:
 Save – Save the analysis to My Folder or Shared

Folder
BI ANSWERS
BI Answers:

BI Answers:
 Click on Book/Catalog Icon.

BI Answers:
 Creating new Analysis

- Click on New > Analysis
BI Answers:
 Select Subject Area

- Close Real Time Subject
Areas only.
BI Answers:
 Select one or more data fields

BI Answers:
 Select one or more data fields

BI Composer:
 Select data Fields

• 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)
◦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
BI Answers:
 Select Data Fields

BI Answers:
Add filters
BI Answers:
 Enter the operator and Value to set fileters.

BI Answers:
 Filters and Conditions

BI Answers:
 Click on the Results tab

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.
BI Answers:
 Formatting Options
BI Answers:
 Column properties : Custom Headings

BI Answers:
 Sorting Date
BI Answers:
 Sorting multiple columns

BI Answers:
 Supress/Un-suppress a data field.

BI Answers:
 Suppress/Un-Suppress a Data Field

Click 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
BI Answers:
 Suppress/Un-Suppress a Data Field

BI Answers:
 Click on “Results” tab to see the data output

 Invoice Date is repeated
BI Answers:
 Prompts/User Input
BI Answers:
 Select the column for prompt

BI Answers:
 Set the prompt properties

BI Answers:
 Set prompt properties and save analysis

BI Answers:
BI Answers:
 Export output to different formats

BI Answers:
 Functions
BI Answers:
 Functions
DASHBOARD
Dashboard:
Dashboard Prompt
Dashboard:
Set prompt properties and save

Dashboard:
New -> Dashboard

Dashboard:
 Enter the name and location

Dashboard:
Dashboard
Dashboard:
 Enter the threshold values and click next

Dashboard:
 Drag and drop sections

Dashboard:
 Navigate and add the Prompts and Analysis to

dashboard
Dashboard:
 To Run dashboard Navigate to Home > Tools >

Reports and Analytics
Dashboard:
 Navigate to the dashboard and click view

Dashboard:
 Dashboard results
Dashboard:
 Enter the threshold values and click next

INFOLETS
Infolets:
 Create a graph using analysis

Infolets:
 Custom analysis can be added to the infolets page.

gkotecha@astcorporation.com
Session ID:
10848
Remember to complete your evaluation for this session within the app!

10848-Ad-Hoc Reporting With OTBI - No More Pain or Wasted Time - Presentation - 209

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Ad-hoc reporting with OTBI

– No more pain or wasted

Room No. CC 3RD FL 301A

Talk 400+ Global

Real Pillar Partner Cloud-

30+ Specializations/CEI Autonomous

 OTBI is used to build reports :

OTBI reports can be build using :

 BI Answers – Robust functionality

 Navigate to Home >

 Navigate to Home >

 Navigate to Home >

 Select Columns - Select data fields and click next

 Select View- Select View, enter the title and select

 Highlight - Enter the threshold values and click next

 Save – Save the analysis to My Folder or Shared

 Navigate to Home >

 Click on Book/Catalog Icon.

 Creating new Analysis

 Select Subject Area

 Select one or more data fields

 Select one or more data fields

 Select data Fields

 Select Data Fields

 Enter the operator and Value to set fileters.

 Filters and Conditions

 Click on the Results tab

 Re-order Columns – On the “Results” tab, click on the

 Column properties : Custom Headings

 Sorting multiple columns

 Supress/Un-suppress a data field.

 Suppress/Un-Suppress a Data Field

 Suppress/Un-Suppress a Data Field

 Click on “Results” tab to see the data output

 Select the column for prompt

 Set the prompt properties

 Set prompt properties and save analysis

 Export output to different formats

Set prompt properties and save

New -> Dashboard

 Enter the name and location

 Enter the threshold values and click next

 Drag and drop sections

 Navigate and add the Prompts and Analysis to

 To Run dashboard Navigate to Home > Tools >

 Navigate to the dashboard and click view

 Enter the threshold values and click next

 Create a graph using analysis

 Custom analysis can be added to the infolets page.

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