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Welcome

Thank you for joining this Oracle Cloud Customer Connect


live event.
This webcast will start in a few minutes.

• Live Q&A:
• There will be a live Question and Answer (Q&A) session
following the presentation. If you have any questions, you can
ask them using the Q&A functionality in Zoom. Questions will be
answered in the order received

The event replay and the slides will be available within one
business day on Oracle Cloud Customer Connect.

1 Copyright © 2021, Oracle and/or its affiliates


OTBI Office Hours
February 2024
Julian Challenger, Director HCM Product Management

Raghavendra Raghunath, Senior Principal Product Manager for BI


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.

3 Oracle Confidential – Internal/Restricted/Highly Restricted


Agenda

• Tips
• Customer Connect

• Getting started

• Effective date reporting


• Reporting on attribute changes

• Q&A – use the Q&A window

4 Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted


Tips Getting Started

• Build simple and then improve


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

5 Copyright © 2023, Oracle and/or its affiliates


Tips Getting Started

• 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)

6 Copyright © 2023, Oracle and/or its affiliates


Tips Effective Date Reporting

• 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

7 Copyright © 2023, Oracle and/or its affiliates


Tips Reporting on Attribute Changes

• Reporting on current and previous values side by side,


e.g. previous and current job
• This can only be done using Logical SQL for multiple
attributes like job, grade and department
• Example using OTBI with one attribute here
• Examples using Logical SQL: here, here and here

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Resources

• Customer Connect Forum


• Report Sharing Center
• OTBI Resources

9 Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted


Demonstration

• Live Demo of column and view selectors and calculated


columns and binning

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Q&A

• Use the Q&A window

11 Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted


Thank you

12 Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted

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