OTBI Report Creation in Oracle Fusion

OTBI Report is a utility given by Oracle Fusion to create your own analysis. Good thing, you don’t even need to know the ABC of database or any other technical knowledge. All you need to know is what do you want in the analysis and only capability needed is drag and drop the fields. So let’s see what all we need to do to create an OTBI analysis in Oracle Fusion. And just in case you want to know about the difference between OTBI and BI, please refer to this post to get a basic idea. We will try to create the OTBI analysis for Sales Orders having following details:

• Sales Order Number
• Total Amount
• Bill To Customer
• Sales Order Status
• Salesperson

Navigation

• Login in Oracle Fusion –> Click on Navigator( 3 horizontal lines on the left top corner) –> Tools –> Reports and Analytics. And5 then Click on Create –> Analysis

OTBI Analysis Creation

• You will be asked to choose a functional area. Choose the relevant Subject Area. Please ensure that the name of the subject area has “Real Time” in the end of the name e.g. “Order Management – Order Headers Real Time” and click on Continue. You will land up on page like this:
  

• Expend the Subject area by clicking on clicking on “Expand” button (small triangle on the left hand side of the Subject Area)

• As you can see that many folders are visible on the left hand side with names pretty self explanatory. For me the required field can be found in:

Field Name	Folder/ Field Name
Sales Order Number	Orders/Order
Total Amount	Order Total/Amount
Bill To Customer Name	Bill-to Customer/Customer Details/Name
Sales Order Status	Order Status/Display Name
Salesperson	Sales Credit/Salesperson

• So all I need to do is navigate to the field, select it and shuffle it to the right hand side by clicking on “>“. This is how the screen will look like after the selection of the columns

• Click on Next and it will take you to “Select Views” page. Give the name appropriately and choose the type of table you need to create. For me, required type is “Table” which will show me the data in tabular format.

• Click next and you will be taken to “Edit Table” page. here you can sort the columns by shifting them up and down.

• Click on next and you will reach the “Create Analysis: Sort and Filter”. Here you can add the columns on which you want to sort the output in. In Oracle SQL, it is equivalent to “Order BY” clause.

• Click On submit and it will ask you to save the analysis. So save it in either in “My Folder” or in “Custom” folder or the child folder of Custom Folder to ensure that upgrades don’t wash up your analysis. I have saved it as “Demo analysis” in “My Folder/ Drafts” folder

Click on Submit. You will get a confirmation message of Analysis being saved.

How to run the OTBI Analysis:

• Either click on the “Browse Catalog” after the completion of the analysis creation Or you can simply type /analytics e.g. if your instance URL is ABC.fa.us2.oraclecloud.com, then type ABC.fa.us2.oraclecloud.com/Analytics in your web browser and hit the enter.
• Navigate to the folder where you saved the analysis. For me it’s “My Folder/Drafts”. You will see the analysis you created.
• Click on the “Open”. Here you can alter the criteria if you want. Here I have changed the criteria to “Amount = 1000”. Save the criteria and go to “Results” tab. OTBI will return the data. You can extract the output in excel etc or can send the output to printer etc.

OTBI Output

And this finishes the very basic OTBI analysis creation. Best of luck…

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By the way, Here ( India) or Here ( Other Geographies) are few UNCONVENTIONAL tricks which I have learnt to improve the performance of BI reports or SQL queries. Try them only when nothing else works.. kind of SOS...

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Reference:
support.oracle.com

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