In the Part 4, we discussed two methods for creating reports in Oracle Fusion Transaction Business Intelligence: BI Composer and BI Answers. In this blog, we’ll explore the features of the Analysis Editor and learn how to make a report using BI Answers. When you select ‘Browse Catalog,’ a new window opens, which is essentially an Oracle BI tool. This tool provides a comprehensive set of features not available in the composite wizard. Here, you have the option to build a new Oracle Fusion Transaction Business Intelligence report. One of the capabilities of this tool is the ability to create cross-subject area analyses, allowing you to combine data from multiple subject areas in a single analysis. 

The Analysis Editor is more advanced compared to the BI Composer Wizard and includes the following tabs:

Criteria Tab

This tab allows you to construct a report by specifying the criteria for an analysis, including selecting columns and applying filters. It also enables you to set the order in which results are displayed, format elements such as headings and numerical values, and apply column formulas like Rank or Percentile functions. 

Level up your expertise with our Oracle Transactional Business Intelligence (OTBI) Training

Results Tab

In the Results tab, you can view the output of the Oracle Fusion Transaction Business Intelligence report based on the columns selected in the Criteria tab. It provides options to create various views of the analysis, including graphs, tickers, and pivot tables, as well as modify or add selection steps. 

Prompts Tab

The Prompts tab allows you to create various types of prompts, enabling users to choose values to filter analyses or dashboards dynamically. This ensures that users can interactively filter and refine the analysis views. 

1. Table prompts: These prompts are displayed at the top of the report, allowing you to select values directly above the report content. 
2. Variable-based prompts: You can also create prompts using variables, which can be set and utilised throughout the application. 
3. Image-based prompts: Prompts can be created using images, where clicking on an image directs the user to a specific location within the application. 
4. Currency prompts: These are specifically designed for handling currency conversions.

Advanced Tab

This tab allows you to modify XML code and review the logical SQL statement produced for an analysis. You can utilise the existing SQL as a foundation to develop a new analysis. Additional filters can also be added here. Through this tab, you can generate XML and save it in the system, which can then be used as a data source in the BI Publisher Report. This enables the creation of complex reports with further customisation possible in BI Publisher. 

The following example outlines the steps to create a basic real-time analysis from a single subject area: 

• Navigate to the Reports and Analytics work area and select Browse Catalog.
• Choose New, then select Analysis. 
• In the Select Subject Area window, pick the Workforce Management – Worker Assignment Real Time subject area. 
• In the Criteria tab, expand the Department folder under the Subject Area region. 
• Drag Name and Location Name to the Selected Columns area. 
• Expand the Worker Assignment folder. 
• Drag Head Count into the Selected Columns area, placing it next to the Department Name column. 
• Click on the Results tab to view the analysis results. 
• Return to the analysis definition by clicking the Criteria tab. 
• Click the Edit Button and set the Title Name to ‘Headcount by Department’. 
• Save your analysis by clicking Save Analysis. 
• Store it in My Folders, name it Headcount by Department, and provide a description for your analysis. 

Stay tuned for Part 6 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.