HCM OTBI Workshop - Presentation

OTBI Workshop
Julian Challenger Raghavendra Raghunath

Director HCM Product Senior Principal Product
Management Manager, Analytics Apps for
June 2022 HCM
Safe harbor statement
The following is intended to outline our general product direction.

It is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied
upon in making purchasing decisions. The development, release,
timing, and pricing of any features or functionality described for
Oracle’s products may change and remains at the sole discretion
of Oracle Corporation.
2 Copyright © 2022, Oracle and/or its affiliates

Report Workshop Poll
https://tinyurl.com/yy9zqxhz

Report Workshop Agenda
• Day 1: OTBI Workshop

• Reporting Overview
• Report Sharing Centre
• Busting Myths
• Best Practices
• Logical SQL
• Roadmap
• Day 2: Interactive Q&A and Demos
Reporting Overview Reporting Tools
• OTBI (Oracle Transactional Business Intelligence)

• BIP (Business Intelligence Publisher)
• OAC (Oracle Analytics Cloud), comprises
• DVD (Data Visualization Desktop – FREE)
• Augmented Analytics (Machine Learning)
• Mobile (Day by Day and Synopsis)
• FAW (Fusion Analytics Warehouse), previously known as OAX

OTBI BI Publisher (SQL) FAW

Cost Free with HCM Cloud Free with HCM Cloud Additional License
Coverage High Complete Medium
Data Security Yes, inherits HCM Cloud Yes (with certain views), Partial. View-all, Line
otherwise No manager, Context based
security like BU, Dept, etc
Real Time Data Yes Yes No
Heterogeneous No Yes Yes
Embed in HCM Yes, easily Yes, via dashboard No
Translation Yes, except flex Yes, with some effort Yes
Upgrade Safe Yes No Yes

OTBI BI Publisher (SQL) FAW

Hierarchies Yes No Yes
Flex Data Yes Yes, with effort Yes
Row Limits Yes No No
Highly Formatted No Yes No
Snapshot or No No Yes
incremental
Use OTBI if all your data is present in OTBI, data must be secure and real
time, you want to report on hierarchies or flex, language translation is
important or you want to embed into HCM Cloud.

OTBI BI Publisher (SQL)

If everything you need to report on is in OTBI You have access to SQL skills
You need to report on 75k rows or less You need to report on more than 75k rows
Data in the report must be secure Your report must be highly formatted like a form
You need to report on a hierarchy
You need real time data FAW
You need to report on flex fields You need to report across products (e.g.
Financials and HCM Cloud)
Language translation is important to you
You need to embed into HCM Cloud You need a snapshot or incremental snapshot

Oracle strongly recommends customers

leverage OTBI for their reporting.
Remember that OTBI is not an extract tool

(use HCM Extract).

Reporting Overview OTBI Overview
• BI Catalog
• Contains all reports, analytics and dashboards
• Seeded OTBI analyses are found in “Transactional Analysis
Samples”
• BI Publisher have “Data Model” folders
• Folders and objects are secured
• Shared customer objects in “Custom” (other shared folders
are read only in R13)

• Presentation Layer
• “Real Time” subject areas
• Subject areas are secured
• Fact folders named after subject area
• Fact measures have different icons
• Built around a star schema
• Grain
• Common dimensions / Degenerate dimensions
• Find information: here

Job Job
Department Department
Worker
Assignment
Legal Employer Legal Employer Compensation
Position Position
Grade Grade Salary Basis

Reporting Overview Security
• Security
• BI catalog folders and objects (Shared Folders/Custom)
• Subject areas (areas user doesn’t have access to will be omitted from the
report)
• Data security:
• Inherits HCM Cloud data security
• Assignment Manager imposes additional supervisor security
• Possible to have different HCM and OTBI security, see later
• Ownership Model for Talent Pools imposes additional security
Reporting Overview Security
Report
Report runs
with some
data
Report
runs with
no data
Report runs
with data Data
No access to
report
Subject
Area
Reporting Overview Extending OTBI
Configure Check BI Run ESS

Deploy flex
flex fields Enabled job
“Import Oracle Fusion Data Extensions for Transactional Business Intelligence”

Report Workshop Report Sharing Center
• How to use the Report Sharing Centre

• Recorded Demo
• Podcast
• What others customers think

• https://www.youtube.com/watch?v=k_LT5Xex4xE&feature=youtu.be
• https://youtu.be/cGkJ1InFQPU
• Community Experiences

Report Workshop Report Sharing Center
Nearly 300 reports and

dashboards have been
published on Cloud
Customer Connect
Short Getting Started Video
Customer Connect helpdesk

Oracle Cloud Customer Connect: Get Connected Today!
https://cloud.oracle.com/community
260+ 32,000+ 7,200+

Custom Reports Shared Oracle HCM Cloud Members New HCM Posts in CY2020
1.5M + Ideas Social

Share your product improvement ideas Connect with others…
Visits in CY2019
15K+ Badges Forums 100+ 3,200+

Oracle HCM
Be recognized for your 1:5:20 Webinar Events
Ideas submitted in
CY2020 with over
participation & expertise in CY2020
One topic 14,000 votes in CY2020
>200
averages 5
200,000+ comments with
Free Membership
Available for all of your
Total Members across all 20 views.
applications Live attendees Workers
Discuss, benchmark
and explore topics of
on average for
interest HCM Webinar
Events 18
Oracle Cloud Customer Connect: Get Connected Today!
Your Key to Cloud Success.
https://cloud.oracle.com/community/
Engage
Collaborate Innovate Learn Preview Get Recognized
Experts
Explore best Share your Leverage the Participate via Gain early Manage your
practices with ideas, vote on knowledge of invitation-only insight into reputation with
customers other ideas; product experts events. Topics cloud updates badges & certificates
from your contribute to to get answers include to promote your
industry Oracle’s Customer expertise &
product Showcases, Tips accomplishments
roadmap & Tricks, and
much more
19
Report Sharing Center Exercises
• Exercise 1 – Report Sharing Centre: Headcount and

Turnover by Country
• Exercise 2 – Report Sharing Centre: Service Anniversaries

Report Workshop Busting Myths
• Past and Future Data • Security

• Trends • Worker Photos
• Not In • Historical Hierarchies
• Cross Subject Area
• Attribute Changes
• Bursting
• LISTAGG
Busting Myths Past and Future Data
You can’t report on future dated or past dated

information in OTBI
• Data is generally as of the current date
• You can define the report effective date to the future or past
SET VARIABLE PARAM_EFFECTIVE_DATE ='@{P_DATE}[YYYY-MM-
DD]{@{system.currentTime}[YYYY-MM-DD]}';
• Examples: here, here and here
• Documentation here

Busting Myths Trends
You can’t create trend reports in OTBI

• Trend reports are available in all subject areas with “Time”
dimension (72 out of 101 in 21C)
• Different subject areas have different anchor dates
• Examples: here and here

Busting Myths Not In
OTBI can’t give me a list of workers without goals

• It can be done with good report design
• Workers without goals = List of all workers – List of workers
with goals
• Cross subject area query between worker assignment real
time and goal status overview provides workers with and
without goals using an outer join
• Use of the ‘Minus’ set operator
• Avoid using a NOT IN filter – if you must use it then use identifier attributes
Busting Myths Not In
OTBI can’t give me a list of workers without goals

• It can also be done with Logical SQL
• Examples: here (SET and NOT IN) and here (SET)

Busting Myths Cross Subject Area
I can’t report across subject areas in OTBI

• OTBI does support cross subject are reporting as long as some
simple rules are followed:
• Include one measure from each subject area (you can hide
them!)
• Start with one subject area and add others one at a time
• Include at least one common dimension
• Pull all common dimensions from a single subject area

Busting Myths Attribute Changes
I can’t report the previous and current values side by side

(for example: a workers previous and current job, location, etc)
• This can only be done using Logical SQL
• Examples: here, here and here

Busting Myths Bursting
OTBI doesn’t support bursting, I must use BI Publisher for

this
• Create an analysis and include the lowercase company email
address or username
• This column can be used in the agent to split the report
• Different report results are then delivered to different users
• Examples: here and here
• More later

Busting Myths LISTAGG
OTBI doesn’t allow me to combine several values into one

column
• One use case is combining all a person's ethnicities into one
column
• Use LISTAGG function by Person Number
• Example: here

Busting Myths Drilling to HCM Cloud
I can’t navigate from OTBI to HCM Cloud in context

• There is an example for Total Comp Statement below
• Solution is complex
• Limited success with deep links as well
• Example: here

Busting Myths Security
OTBI doesn’t allow me to access different data to HCM

Cloud
• Create two custom roles:
• One for application pages which has one data security
privilege with no access to OTBI
• One for OTBI with a different data security privilege that only
has access to OTBI
• See this forum thread: here

Busting Myths Worker Photos
I can’t report on worker photos

• Yes you can:
• See these forum threads: here, here and here

Busting Myths Historical Hierarchies
I can’t report on historical manager hierarchies

• Yes you can by circumventing the default current hierarchy by
passing a null date parameter to them:
Advance tab > Prefix: SET VARIABLE PARAM_EFFECTIVE_DATE
= 'DISABLED’;
• All data across all time is then returned
• Use sparingly because this will not perform well and add filters
on specific managers or terminated workers etc
• See this forum thread: here
Busting Myths Historical Hierarchies
I can’t report on historical manager hierarchies

(continued)
• You can show the manager hierarchy of terminated workers
during the time of their termination
• Applies to:
• Assignment Manager
• Assignment Manager List
• Assignment Manager (Unsecured)
• Assignment Manager List (Unsecured)
• Parent Manager
Busting Myths Exercise
• Exercise 3 – Cross Subject Area

Report Workshop Best Practice
• Getting Started
• Moving Forward
• Performance
• Delivery
• Row Limits
• Troubleshooting

Best Practice Getting Started
• Build simple and then improve

• Summarise and drill to detail
• Only include the essential columns
• Utilise Cloud Customer Connect

• Security:
• Develop reports with a view-all security role
• Test reports with users with real production security
roles (use an agent and ‘run as’ a user)
• Migrate reports to production using archive/unarchive in
the same shared folder (see here)

• Subject Area Documentation

• Oracle Learning Library
• Introduction to OTBI recordings here and here
• Resources on Customer Connect

Best Practice Moving Forward
• Change the “No Rows” message (see here)

• Drill from summary to detail (see here and here)
• Master Detail reporting (see here)
• Build more flexible reports using view and column
selectors (see here)
• Calculated columns and binning (see here)

Best Practice Moving Forward
• Dashboard prompt to affect complete dashboard (see

here)
• Link dashboard parameters so one value affects others
(see here)
• OTBI Multi-Language Support (see here)

Best Practice Performance
• White paper: here, technical: 2679006.1

• Security
• Reports running slower for end users rather and VIEW
ALL users > Review HCM Security
• Limit the number of assigned roles
• Large queries
• Consider adding filters to restrict the volumes

• Cross subject area

• Report slows down as more subject areas are added >
Can you remove some subject areas?
• Hierarchies
• Addition of a hierarchy slows report > Does performance
improve when it is removed?

• Sub-queries (NOT IN)

• Replace IN or NOT IN queries with a cross subject area
join or use unions or Logical SQL
• Number of attributes
• Remove all columns you don’t need
• Calculated measures
• Replace them with delivered measures wherever possible,
e.g. use Headcount rather than count person number
• Flex
• Does the report perform better when flex are removed?
• Filter
• Add filters and avoid applying functions or flex on filter
columns
• Use indexed columns or DESCRIPTOR ID enabled
attributes for filters (see here)
• UPPER(Person Number) is indexed (pull into query with dummy
45 filter)
Copyright © 2022, Oracle and/or its affiliates
Best Practice Delivery
• Open dashboard from secured menu option

• Embed in Infolets
• Embed in HCM Cloud
• Burst to managers or workers
• Online in Shared Folders > Custom

• Secure menu option to open dashboard

• Create a new page via the Page Integration tool within a
sandbox
• Use the Structure tool to add your new page to a menu
and optionally use expression language to secure it
• Navigate to the new page and edit it and add your OTBI
dashboard
• Publish your sandbox
• Custom Infolets can be built using OTBI and they can be

secured (see documentation)
• Showcasing Real-Time BI Dashboards and Infolets


Manager
dashboard
embedded in
My Team

Embedding into HCM Cloud (here)

• Burst to managers
or workers
• Can burst to different
managers
• Managers only sent
data their security gives
them access to

Best Practice Row Limits
• Row Limits
• Use delivered measures rather than calculating your own
• 75,000 rows in a query
• 1,000,000 from OTBI via DV
• See documentation for limits
• Request environment resize: 2015718.1

Best Practice Miscellaneous
• Troubleshooting
• Build the report again taking it one step at a time
• Start with one subject area and add others one at a time
• Add flex fields later
• Use the Reports and Analytics for HCM Cloud forum on Customer
Connect

Best Practice Exercises
• Exercise 4 – Calculated Columns, Binning, Selectors (see

https://www.youtube.com/watch?v=YNcSgOvwgmc)
• Exercise 5 – Drilling

Best Practice Exercises
Would you like another one hour session in a week or two

for additional Q&A?

Report Workshop Logical SQL
• Logical SQL
• May be needed for some cross subject area reports
• Can control joins
• Must format after changing LSQL (see here)
• See here and here

Logical SQL Promotion and Salary
Promotions and Salary Change Report for an employee – many to many

relationship.
Assign start date Assign end date Assignment Salary date from Annualized Salary
1-Jan-09 31-Dec-12 Sr. Manager 31-Dec-09 68700
1-Jan-09 31-Dec-12 Sr. Manager 31-Dec-08 68101
1-Jul-06 31-Dec-08 Supervisor 31-Dec-08 68101
1-Jul-06 31-Dec-08 Supervisor 1-Jan-05 61400
1-Jan-05 30-Jun-06 Human Resources Generalist 2 1-Jan-05 61400
1-Oct-01 31-Dec-04 Human Resources Generalist 1 1-Oct-98 61400
1-Oct-98 30-Sep-01 Manager 1-Oct-98 61400
Salary changes for a worker Assignment changes for a worker

date from date tohistory date salary amount Assign startAssign end
date date Assignment
31-Dec-09 31-Dec-12 1-Oct-14 5725
1-Jan-09 31-Dec-12 Sr. Manager
31-Dec-08 30-Dec-09 30-Dec-09 5675
1-Jul-06 31-Dec-08 Supervisor
31-Dec-07 30-Dec-08 30-Dec-08 5483
1-Jan-05 30-Jun-06 Human Resources Generalist 2
31-Dec-06 30-Dec-07 30-Dec-07 5299
1-Oct-01 31-Dec-04 Human Resources Generalist 1
1-Jan-05 30-Dec-06 30-Dec-06 5116
1-Oct-98 30-Sep-01 Manager
1-Oct-98 31-Dec-04 31-Dec-04 61400

SELECT Employee_Name, Effective_Start_Date, Effective_End_date, Assignment_Name, Salary_change_date, Date_To, Annualized_Salary
FROM
(SELECT pas.Employee_Name Employee_Name , pas.Effective_Start_Date Effective_Start_Date, pas.Effective_End_Date Effective_End_Date,
pas.Assignment_Name Assignment_Name, sal.Salary_change_date Salary_change_date, sal.Date_To Date_To, sal.Annualized_Salary
Annualized_Salary
FROM
(SELECT “Worker"."Assignment ID" Assignment_ID, "Worker"."Employee Name" Employee_Name,
"Assignment Event Details"."Effective Start Date“ Effective_Start_Date, "Assignment Event Details"."Effective End Date"
Effective_End_Date,
"Assignment Event Details"."Assignment Name" Assignment_Name
FROM "Workforce Management - Worker Assignment Event Real Time"
WHERE ("Worker"."Employee Name" LIKE 'Clark, Stella%')
) pas
FULL OUTER JOIN
(SELECT "Worker"."Assignment ID" Assignment_ID, "Worker"."Employee Name" s_4, "Salary Details"."Salary change date" Salary_change_date,
"Salary Details"."To Date" Date_To, "Salary History"."Annualized Salary" Annualized_Salary,
"Salary Details"."Assignment Effective End Date" Assign_Efft_End_Date,
"Salary Details"."Assignment Effective Start Date" Assign_Efft_Start_Date
FROM "Compensation - Salary History Details Real Time“
WHERE ("Worker"."Employee Name" LIKE 'Clark, Stella%')
) sal
ON pas.assignment_id = sal.assignment_id
WHERE (pas.effective_start_date = sal.Assign_Efft_Start_Date
or pas.effective_end_date = sal.Assign_Efft_End_Date
or pas.effective_start_date = Salary_change_date
or pas.effective_end_date = Salary_change_date)
) outer_tab
order by effective_start_date desc, Salary_change_date desc;
Logical SQL Position Budget Variance

Logical SQL Position Budget Variance
SELECT OuterQuery.BusinessUnit, OuterQuery.PositionName, OuterQuery.PositionCode, OuterQuery.PositionHeadcount, OuterQuery.PositionFTE,
OuterQuery.AssignmentHeadcount, OuterQuery.AssignmentFTE, OuterQuery.HeadcountVariance, OuterQuery.FTEVariance
FROM
(
SELECT AllPositions.BusinessUnit BusinessUnit, AllPositions.PositionName PositionName, AllPositions.PositionCode PositionCode,
AllPositions.PositionHeadcount PositionHeadcount, AllPositions.PositionFTE PositionFTE, PosWithIncum.AssignmentHeadcount AssignmentHeadcount,
PosWithIncum.AssignmentFTE AssignmentFTE,
(IFNULL(AllPositions.PositionHeadcount,0) - IFNULL(PosWithIncum.AssignmentHeadcount,0)) HeadcountVariance,
(IFNULL(AllPositions.PositionFTE,0) - IFNULL(PosWithIncum.AssignmentFTE,0)) FTEVariance
FROM
(
SELECT "Business Unit"."Business Unit Name" BusinessUnit, "Position Details"."Position Name" PositionName,
"Position Details"."Position Code" PositionCode, "Position"."Position Headcount" PositionHeadcount, "Position"."Position FTE"
PositionFTE
FROM "Workforce Management - Position Real Time"
WHERE DESCRIPTOR_IDOF("Workforce Management - Position Real Time"."Position Details"."Position Active Flag") = 'A'
) AllPOsitions
LEFT OUTER JOIN
(
SELECT "Position"."Position Code" PositionCode, "Worker Assignment"."Head Count" AssignmentHeadcount,
"Worker Assignment"."Full-Time Equivalent" AssignmentFTE
FROM "Workforce Management - Worker Assignment Real Time"
WHERE (DESCRIPTOR_IDOF("Workforce Management - Worker Assignment Real Time"."Position"."Position Active Flag") = 'A')
AND (DESCRIPTOR_IDOF("Workforce Management - Worker Assignment Real Time"."Worker"."Assignment Status Type") =
'ACTIVE')
) PosWithIncum
ON AllPositions.PositionCode = PosWithIncum.PositionCode
) OuterQuery
Logical SQL HC and Term by Perf
SELECT CAST(IFNULL(OuterQuery.PerformanceBand, 'No Rating') AS CHAR), OuterQuery.Headcount, OuterQuery.TerminationHeadcount
FROM
(
SELECT PerformanceBand_DataSet.PerformanceBand PerformanceBand, SUM(Headcount_DataSet.Headcount) Headcount, SUM(Termination_DataSet.TerminationHeadcount) TerminationHeadcount
FROM
(
SELECT "Worker"."Person Number" WorkerNumber, "Performance Document"."Performance Document Valid To Date" PerformanceDocumentDate,
CASE WHEN "- Performance Rating"."Average Manager Overall Rating" <= 2 THEN 'Low' … END PerformanceBand
FROM "Workforce Performance - Performance Rating Real Time"
WHERE (DESCRIPTOR_IDOF("Workforce Performance - Performance Rating Real Time"."Document and Rating Details"."Performance Document Status") = 'COMP')
) PerformanceBand_DataSet
INNER JOIN
(
SELECT "Worker"."Person Number" WorkerNumber, MAX("Performance Document"."Performance Document Valid To Date") LatestDocumentDate
FROM "Workforce Performance - Performance Rating Real Time"
WHERE DESCRIPTOR_IDOF("Workforce Performance - Performance Rating Real Time"."Document and Rating Details"."Performance Document Status") = 'COMP'
GROUP BY WorkerNumber
) LatestPerformanceDocument_DataSet
ON PerformanceBand_DataSet.WorkerNumber = LatestPerformanceDocument_DataSet.WorkerNumber
AND PerformanceBand_DataSet.PerformanceDocumentDate = LatestPerformanceDocument_DataSet.LatestDocumentDate
RIGHT OUTER JOIN
(
SELECT "Worker"."Person Number" WorkerNumber, "Worker Assignment"."Head Count" Headcount
FROM "Workforce Management - Worker Assignment Real Time"
) Headcount_DataSet
ON PerformanceBand_DataSet.WorkerNumber = Headcount_DataSet.WorkerNumber
FULL OUTER JOIN
(
SELECT "Assignment Event"."Termination Headcount" TerminationHeadcount,
"Worker"."Person Number" workerNumber
FROM "Workforce Management - Worker Assignment Event Real Time"
WHERE "Time"."Date" BETWEEN TIMESTAMPADD(sql_tsi_year, -1, CURRENT_DATE) AND CURRENT_DATE
) Termination_DataSet
ON PerformanceBand_DataSet.WorkerNumber = Termination_DataSet.WorkerNumber
GROUP BY PerformanceBand
) OuterQuery

Logical SQL Miscellaneous and Formula
• Default date to prior month in dashboard prompt:

select timestampadd(sql_tsi_month, -1, current_date) from "Workforce
Management - Worker Assignment Event Real Time"
• Age
YEAR(CURRENT_DATE) - YEAR("Worker"."Employee Date Of Birth") -
(CASE WHEN (CAST(MONTH(CURRENT_DATE) AS INT)*100) +
CAST(DAY(CURRENT_DATE) AS INT) <
(CAST(MONTH("Worker"."Employee Date Of Birth") AS INT)*100) +
CAST(DAY("Worker"."Employee Date Of Birth") AS INT) THEN 1 ELSE 0
END)
• Aggregating based on criteria

(1.0*FILTER("Worker Assignment"."Assignment Count" USING
"Worker"."Manager Flag" = 'No'))/(1.0*FILTER("Worker
Assignment"."Assignment Count" USING "Worker"."Manager Flag" =
'Yes'))
Sum( "Salary"."Annualized Salary" BY "Worker".“Person Number" )
• Conditionally display data

CASE WHEN "Worker"."Assignment Status" = 'Active - Payroll Eligible'
THEN NULL ELSE "Worker"."Assignment End Date" END
• Passing Parameters (see here)

New.New_Assignment_Last_Update_Date BETWEEN
DATE'@{P_FROM_DATE}{2015-01-01}' AND DATE'@{P_TO_DATE}{2018-01-
01}'
WHERE ((DATE'@{P_FROM_DATE}{2015-01-01}' >= CURRENT_DATE) OR

(DATE'@{P_FROM_DATE}{2015-01-01}' <= CURRENT_DATE))
OR ((DATE'@{P_TO_DATE}{2018-01-01}' >= CURRENT_DATE) OR
(DATE'@{P_TO_DATE}{2015-01-01}' <= CURRENT_DATE))

• Calculated Columns using Filter (see here)

Undesired Terminations
FILTER("Workforce Management - Worker Assignment Event Real
Time"."Assignment Event"."Termination Count" USING ("HR
Action"."Action Name" = 'Undesired'))
Undesired Turnover %
100*(FILTER("Workforce Management - Worker Assignment Event Real
Time"."Assignment Event"."Termination Count" USING ("HR Action"."Action
Name" = 'Undesired'))/"Workforce Trend"."Period End Active Headcount")

Logical SQL Exercise
• Exercise 6 – Logical SQL

Safe harbor statement - REMINDER
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon in making purchasing
decisions.
The development, release, timing, and pricing of any features or functionality described for
Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Report Workshop Roadmap
120
100
80
60
40
20
New subject areas
Existing subject areas

0
21D 22A 22B 22C

Roadmap 22B
• New subject areas:

• HCM General Survey Questionnaire Real Time
• Report on the general survey using the questionnaire, the participants of the survey and their
responses
• Employee Wellness – Competitions Real Time

• Report on the participants of Wellness competitions and their progress and ranking
• Employee Wellness – Wellness Goals Real Time

• Report on participants of personal, team and corporate Wellness goals

Roadmap 22C
• New subject areas:

• Workforce Management – Areas of Responsibility
• Report on the current mapping between workers and their representatives
• Compensation – External Data Real Time

• Report on third party compensation information from legacy apps like pension, annuity, royalty or
assignment segments
• Employee Wellness – Wellness Team Goals Real Time

• Report on participation in team Wellness goals
• Recruiting – Candidate Tracking Real Time

• Report on job requisitions your external candidates are viewing or applying to
Report Workshop Resources
• OTBI Resources
• Report Sharing Center
• Introduction to OTBI (session 1)
• Introduction to OTBI (session 2)

Report Workshop Day 2
• Any questions for day 2?

• Are there any issues you want to discuss either in a group
or one-to-one?
• Is there anything you’d like to see demoed?
• Do you have any tips or tricks you want to share?

Report Workshop Subjects for day 2

Report Workshop Feedback Survey
https://forms.gle/vDuDmkF4K1EoTBAF7

Thank you
Julian Challenger
Director
HCM Product Development

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OTBI Workshop

Julian Challenger Raghavendra Raghunath

The following is intended to outline our general product direction.

2 Copyright © 2022, Oracle and/or its affiliates

3 Copyright © 2022, Oracle and/or its affiliates

• Day 1: OTBI Workshop

• OTBI (Oracle Transactional Business Intelligence)

5 Copyright © 2022, Oracle and/or its affiliates

OTBI BI Publisher (SQL) FAW

Coverage High Complete Medium

Heterogeneous No Yes Yes

Embed in HCM Yes, easily Yes, via dashboard No

Translation Yes, except flex Yes, with some effort Yes

Upgrade Safe Yes No Yes

6 Copyright © 2022, Oracle and/or its affiliates

OTBI BI Publisher (SQL) FAW

Flex Data Yes Yes, with effort Yes

Row Limits Yes No No

Highly Formatted No Yes No

7 Copyright © 2022, Oracle and/or its affiliates

OTBI BI Publisher (SQL)

8 Copyright © 2022, Oracle and/or its affiliates

Oracle strongly recommends customers

Remember that OTBI is not an extract tool

9 Copyright © 2022, Oracle and/or its affiliates

10 Copyright © 2022, Oracle and/or its affiliates

• Find information: here

Grade Grade Salary Basis

12 Copyright © 2022, Oracle and/or its affiliates

Configure Check BI Run ESS

“Import Oracle Fusion Data Extensions for Transactional Business Intelligence”

15 Copyright © 2022, Oracle and/or its affiliates

• How to use the Report Sharing Centre

• What others customers think

16 Copyright © 2022, Oracle and/or its affiliates

Nearly 300 reports and

Customer Connect helpdesk

17 Copyright © 2022, Oracle and/or its affiliates

260+ 32,000+ 7,200+

1.5M + Ideas Social

15K+ Badges Forums 100+ 3,200+

• Exercise 1 – Report Sharing Centre: Headcount and

20 Copyright © 2022, Oracle and/or its affiliates

• Past and Future Data • Security

You can’t report on future dated or past dated

22 Copyright © 2022, Oracle and/or its affiliates

You can’t create trend reports in OTBI

23 Copyright © 2022, Oracle and/or its affiliates

OTBI can’t give me a list of workers without goals

OTBI can’t give me a list of workers without goals

25 Copyright © 2022, Oracle and/or its affiliates

I can’t report across subject areas in OTBI

26 Copyright © 2022, Oracle and/or its affiliates

I can’t report the previous and current values side by side

27 Copyright © 2022, Oracle and/or its affiliates

OTBI doesn’t support bursting, I must use BI Publisher for

28 Copyright © 2022, Oracle and/or its affiliates

OTBI doesn’t allow me to combine several values into one

29 Copyright © 2022, Oracle and/or its affiliates