Oracle Fusion Transaction Business Intelligence (OTBI) in Fusion HCM- Part 4

Oracle Fusion Transaction Business Intelligence

In Part 3, we explored the basics of Oracle Fusion Transaction Business Intelligence in Oracle Fusion HCM, focusing on customising and sharing pre-built reports. There are two methods for creating reports in Oracle Fusion Transaction Business Intelligence (OTBI): BI Composer and BI Answers. BI Composer, which operates within the Fusion UI, offers a guided process but has some feature limitations. In today’s blog, we’ll explore how to create a basic analysis in Oracle Fusion Transaction Business Intelligence using BI Composer. You’ll find step-by-step instructions for generating a simple report that lists basic employee details.ย 

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  1. Navigate to the Reports and Analytics section.
  2. Click on “Create” and choose “Analysis.”  
  3. In the “Select Subject Area” window, choose the “Workforce Management – Person Real Time” subject area. 
  4. Expand the “Workforce Management – Person Real Time” section. 
  5. Expand the “Person Names” folder. 
  6. Select “Full Name” and click the “Add” button to include it in the Selected Columns area. 
  7. Add “Last Name” and “Country” to the Selected Columns area by clicking the “Add” button. 
  8. Expand the “Person Address” folder, and add “Address Line 1,” “Address Line 2,” and “City” by clicking the “Add” button. 
  9. Click “Next.” 
  10. On the “Create Analysis: Select Views” page, input “Emp Info” into the Title field. 
  11. Click “None” next to the Table field to open the Table menu. 
  12. Use the default layout setting of “Table above Graph.” 
  13. Select the “Preview” option. 
  14. After reviewing the results, click “Next.” 
  15. On the “Create Analysis: Edit Table” page, drag “Country” in the Columns region to the bottom, then click “Next.” 
  16. On the “Create Analysis: Sort and Filter” page, click “Add Sort,” choose the “Full Name” column, and click “Next.” 
  17. On the “Create Highlights” page, click “Next.” 
  18. On the “Create Analysis: Save” page, enter “Employee Information” in the Analysis Name field in the Save In region, provide a description, and select “My Folders.” 
  19. Click “Submit.” 
  20. In the confirmation window, click “OK.” 
  21. Expand “My Folders” to find your analysis. 
  22. Select your report and click “View.” 
  23. Review your analysis. 

This process demonstrates how a typical report would be created using the composite wizard. 

Stay tuned for Part 5 in our
Oracle Fusion Transaction Business Intelligence in Fusion HCM blog series.

Looking for Part 1 of this blog series? Click on the link below.

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