ERPWebTutor Reporting Presentation 1

ERPWebTutor confidential
OTBI/BI Training - Technical Deep Dive

An ERPWebTutor Presentation
ERPWebTutor – Virtually a live tutor with you visit us at www.erpwebtutor.com

Program Agenda
▪ Oracle Transactional Business Intelligence

– Reporting Content
– Report Tools
– Integration with Fusion Applications
– Embedding OTBI in Fusion Applications
– What is New with OTBI
2
Oracle Transactional Business Intelligence
▪ Real-time, self-service end user
reporting tool for Fusion
Applications
▪ Seamlessly integrated with Fusion
Applications, support Fusion
extensions
▪ Fully leverage Oracle Business
Intelligence Enterprise Edition
3
OTBI Features Key Value Proposition
Real Time Business Intelligence Highly Interactive
• No latency • Utilizes Best-in-Class OBIEE features like
• No persistent data store (other than OLTP) alerts, action framework
• Ad hoc analysis using OBIEE platform • Context passed between Fusion
Application and BI
Ease of Use Consistent Semantic Model
• Trees / hierarchies propagated to BI from
• A rich library of delivered content
Fusion Applications
• Folder structure similar to Fusion Apps
• Unified definition of key entities (Customer,
• Prebuilt calculated measures
Invoice, Date, Account, etc.)
• Minimal configuration
• Stars with Common dimensions
Integration with Fusion Applications
Extensible
• Single Sign on • Architected to seamlessly leverage Fusion
• Leverage Fusion application security Apps concepts (flex fields, trees, security,
• Column labels propagated to reporting multi-language support …)
• Embedded content
4
Program Agenda

• Reporting Content
• Report Tools
• Integration with Fusion Applications
• Embedding OTBI in Fusion Applications
• What is New with OTBI
5
Fusion BI Architecture
Content Summary:
Fusion Real-Time Advanced
Embedded reporting Analytics ▪ 300+ embedded analytics
Analytics (OTBI) (OBIA) ▪ OBIA: 3,000+ reports, 4,000+ metrics
▪ OTBI: Covers 35+ Fusion Products
BI Common Semantic Model
BI Common Semantic Model:
ROLAP Queries ▪ Supports highly aggregated trending
and real-time transaction listings from a
Real-Time
single query model
OBIA Data Warehouse Queries
BI View Objects:
ETL ▪ Are single source of truth for BI
BI View Objects
▪ Represent facts and dimensions
EBS, PSFT, Other Fusion Application ▪ Implement Fusion data security
non-Oracle Transactional Database ▪ Handle Multi-Language Support
6
ERPWebTutor confidential Common Semantic Layer
• Common BI Catalog
• 3 layers:
•Presentation
•Logical
•Physical
• Connection pools to
Fusion Application
Weblogic Servers
7
OTBI Presentation Catalog
Subject Areas
• Presentation Catalog
Dimensions organizes Fusion data in
easy-to-understand
functional subject areas
Attributes
• OTBI Subject Areas all
end with ‘Real-Time’
• Subject areas are
Fact
secured by Fusion
Measures application security
8
OTBI - Extensive Reporting Content
HCM Financials CRM
▪ Benefits ▪ General Ledger ▪ Incentive Compensation
▪ Compensation ▪ Sub Ledger Accounting ▪ Marketing
▪ Payroll ▪ Intercompany ▪ Marketing Segmentation
▪ Workforce Talent Review ▪ Payable ▪ Partners
▪ Workforce Goals ▪ Receivable ▪ Sales
▪ Workforce Performance ▪ Fixed Assets
▪ Workforce Profiles ▪ Cash Management
▪ Workforce Management
SCM
Projects Procurement
▪ Inventory
▪ Project Billing ▪ Purchasing
▪ Distributed Order Orchestration
▪ Project Costing ▪ Self-Service Procurement
▪ Costing
▪ Project Control ▪ Sourcing
▪ Product Information
▪ iSupplier Portal Management
▪ Shipping
9
OTBI – Extensive Reporting Content
Unique Reportable Data Fields
HCM Financial CRM
1457 2339 3983
Project Procurement SCM
1299 808 1739
10
Program Agenda

• Report Tools
11
OTBI Reporting Tools
Casual Users
1 Fusion BI Composer • Run Report
• Create Simple Reports
Report Authors
• Create full-featured reports
• More graph options, action Links,
2 Oracle BI Answers conditional format
• Create dashboards
• Schedule Reports
• Leverage OBIEE technology
Report Authors
• Create fixed-format reports
3 Oracle BI Publisher • Use OTBI Subject Areas as data
source
• Schedule, FTP Reports, Bursting
12
Fusion Reports and Analytics Work Area
Access BI Catalog in Fusion Application
Fusion Reports and Analytics Work Area
• Browse and view entire BI Catalog

• Navigator -> Tools ->
Reports and Analytics • Access personal & shared reports
• Create new reports with BI Composer
• Launch BI Answers for advanced actions
13
ERPWebTutor – Virtually a live tutor with you visit us at www.erpwebtutor.com 13
BI Composer Fusion BI Report Wizard
Launch BI Answers
Create Report Wizard

BI Catalog
BI Presentation Catalog
14
ERPWebTutor confidential BI Answers BI Report Authoring Tool
With BI Answers, You can:

• Format columns and data
• Configure conditional formatting
• Configure Graphs (prompts, pivot
view subtotal)
• Configure report interactions (action
links, web service calls, etc.)
• Print to PDF, HTML
• Export Data, PDF, Excel, PowerPoint,
web archive, etc
• Create BI Dashboards
• Schedule (deliver to Home Page and
Dashboards, or e-mail, mobile
devices, can be triggered by a
condition)
• Embed OTBI reports in Fusion
Applications
15
ERPWebTutor confidential BI Publisher BI Report Authoring and Publishing Tool
With BI Publisher, You Can:

• Create fix-formatted reports using multiple
layouts
• Create reports from a data model that
combines multiple data sources
• Create reports directly from BI subject
areas
• Report with local CSV data files
• View reports in interactive mode
Data Logic • Schedule reports to e-mail, printer, fax,
FTP, or web folders, etc.
Layout • Archive report outputs
• Deliver a report to multiple destinations or
BI Publisher Report formats using Bursting
Translation
output • Embed BIP reports in Fusion Applications
16
Program Agenda

• Report Tools
17
ERPWebTutor confidential Fusion Flex Fields Integration
• Support Key and Descriptive Flex Field extension
• BI Extender extends Flex Fields to BI Presentation Layer
• Flex fields are preserved during Fusion application
upgrades
• Extensible Flex field support is planned
Fusion Applications OTBI
Configure Flex
Fields
✓Configure Flex Fields
✓Enable BI Flex Fields ✓Flexfields are available in
Fusion ✓Deploy Flex Field VOs OTBI Subject Areas Fusion User
Admin User ✓Launch BI Extender ESS Job Ad-hoc query
18
ERPWebTutor confidential Security Integration with Fusion Applications
▪ User is authenticated through Oracle Internet Directory (OID) as in

Fusion Applications;
▪ Leverages Fusion Users and Job Roles; OTBI Duty Roles controls
OTBI object Privileges
▪ No separate user security setup required for OTBI;
– Data Security - Uses the same data security as Oracle Fusion
applications
– Object Security - OTBI Duty Roles control access to
▪ Subject Areas
▪ Web Catalog report folders
19
Program Agenda

• Report Tools
20
Embedding OTBI in Fusion Applications
• Embed BI reports/dashboards on Fusion Application

Home Page
• Embed a BI report within a Fusion transactional
business process
• Navigate from a BI report to a Fusion Application
21
ERPWebTutor confidential Embed OTBI Reports in Fusion Application
Fusion Page Personalization
22
ERPWebTutor confidential Fusion Application Dashboards & Home Pages
Contextual, Relevant, Actionable
• Personalize role based

Home Page
• Combine context aware
BI and transactional
content
• Navigate BI actions to
related Fusion
Applications information
23
24
▪ 2 X 2 layout
25
Embedding BI in Fusion Application
Context Passing from Fusion Application to BI
Select Territory
to view Territory
Quota History
Trend for
Different
Territories
26
Oracle Business Analytics
Applications Hardware And Software Engineered To Work Together
Strategy Planning &
Analytic
Management Forecasting ERP CRM Industry

Financial Close & Profitability Analytics Analytics Analytics
Reporting Management
Query & Interactive Scorecards Reporting & Office Search Detect Mobile
Publishing Integration Embedded
Analysis Dashboards & Alert
BI Foundation
Common Enterprise Information Model

Dimension Predictive
BI Server Essbase
Management Analytics
Mgmt
Data
Database Data Integration Content Management

Storage
Servers/
Exalytics In-Memory Exadata Engineered

Virtualization Storage & Tape
Engineered System System
27
Extend Flex Fields to OTBI
Fusion Applications Flex Field VO s
Configure Flex Created in Fusion
✓Configure Flex Fields Fusion Database
Fields Database
✓Enable BI flex
Fusion Admin ✓Deploy flex fields BI View Objects
User
✓Run BI Extender ESS Job to
auto-extend OTBI
Retrieves Flex Field Changes
Job Name:
✓OBIEE Common Logical Model Import Oracle Fusion
Data Extensions for
Presentation
Logical Layer
Physical Transactional Business
Layer Layer
Intelligence
Fusion User Ad-hoc query BI Extender auto-extends flex fields in BI
• Import Flex Field View Objects to BI Repository
• Map Logical and Presentation Layers based on mapping
rules
28
Embedding BI in Fusion Application
Launch A Transaction from BI
29
ERPWebTutor confidential Duty Roles Control OTBI Object Security
Job Role: Compensation Associated

With
Analyst Subject Areas:
Salary Details Real Time
Stock Details Real Time
Is Fusion Job Role Associated BI Duty Role
Assigned With Compensation
Compensation
Analyst Transaction
Analysis Duty Web Catalog Folders
Shared Folders ->
Human Capital
User Associated
Management ->
With Compensation
30

Thank
you
Visit us at www.erpwebtutor.com

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ERPWebTutor confidential

OTBI/BI Training - Technical Deep Dive

ERPWebTutor – Virtually a live tutor with you visit us at www.erpwebtutor.com

▪ Oracle Transactional Business Intelligence

▪ Oracle Transactional Business Intelligence

HCM Financial CRM

1457 2339 3983

Project Procurement SCM

1299 808 1739

▪ Oracle Transactional Business Intelligence

Fusion Reports and Analytics Work Area

• Browse and view entire BI Catalog

Create Report Wizard

With BI Answers, You can:

With BI Publisher, You Can:

▪ Oracle Transactional Business Intelligence

▪ User is authenticated through Oracle Internet Directory (OID) as in

▪ Oracle Transactional Business Intelligence

• Embed BI reports/dashboards on Fusion Application

• Personalize role based

Management Forecasting ERP CRM Industry

Common Enterprise Information Model

Database Data Integration Content Management

Exalytics In-Memory Exadata Engineered

Job Role: Compensation Associated

ERPWebTutor – Virtually a live tutor with you visit us at www.erpwebtutor.com

ERPWebTutor – Virtually a live tutor with you visit us at www.erpwebtutor.com

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