Oracle Fusion OTBI Reports Udem

by Ravinder Reddy y
Class 1

For Creating OTBI Report :

Nav > got Menu > tools>Reports and analytics >browse catalog > new > analysis
Report Sql query Select Layout Run the report OUT PUT
columns
OTBI Report Subject area Select Layout Run the report OUT PUT
Column
s

Subject Area: columns that are provided by oracle which you want to put in to A report

Advantages:

1. Oracle already provided prebuilt (standard ) subject areas we just need to create
ANALYSIS/OTBI Report As per business by selecting required columns
SCM –
CRM –
Financial –
HCM -
2. Functional And technical guys can work
3. We can create dash board in which we can embed more than one ANALYSIS

Disadvantages:

1. We cannot create custom /New Subject area

Navigation > Menu > tools>reports and analytics >Browse catalogue > new >analysis

Subject areas url

https://docs.oracle.com/en/cloud/saas/financials/18c/faofb/subject-areas.html#subject-areas

Task 1 : Create OTBI Report with AP invoice information by supplier

 Oracle Fusion OTBI Reports Udem
by Ravinder Reddy y

Class-2 Working with prompt

 Oracle Fusion OTBI Reports Udem
by Ravinder Reddy y
Class- 3 : working with compound layout
Agenda:

1. Create Supplier Wise Invoice listing Report

Business unit name
Supplier
Supplier Number
Supplier Site
Invoice number
Invoice amount
Total tax changed
Invoice Creation Date
Discountable Amount
Invoice Currency
Invoice line Amount
Tax amount (Line)
Original Amount – This Is Invoice Line amount – Tax amount
2. Changing the Compound layout name
3. Working with titles and Logo
4. Working with table layout

A ) alternative highlighting of data

B) Changing Spaces LPAD
C) Content paging - > page controls

5. Working with simple calculated field

6. Hiding the columns in the OTBI Report Layout

 Oracle Fusion OTBI Reports Udem
by Ravinder Reddy y

Class 4 : Working In line Prompts or Prompt value based on other prompt

Create Two Prompts:

Business unit - Us1 , Australia

Invoice - Limit the values based on business unit

- Add Accounts Payable Manager Australia Business Unit Role to you User
 Oracle Fusion OTBI Reports Udem
by Ravinder Reddy y

Class 5- Selection Steps:

1. Filters(criteria ) – Measures
Attributes

2. Selection steps – Cannot Apply on Measures

Attributes
Hierarchical columns

Agenda :

1 . Section Steps at attribute level following can we performed

 Select Members
 Add Groups or calculated items
 Apply Condition

Select Members:

1. Create Analysis with below columns and create compound layout and
bar chart , gauge
 Oracle Fusion OTBI Reports Udem
by Ravinder Reddy y

Bar Chart gauge

Task 1 : Want to get only supplier type not null

Task 2 : Want to have only for Australia BU even though user is assigned with
US1 business unit?

Class6 Add Groups or calculated items

Task 1 : add invoice type column and list out combined data for credit memo
and debit memo invoice types

Task 2 : list out combined data for prepayment and Payment request invoice
types
 Oracle Fusion OTBI Reports Udem
by Ravinder Reddy y

Class 4 : Working With Column Properties

1. Style

2. Column Format

3. Date Format

4. Conditional Format

5. Interaction

6. Write Back