Monday 26 February 2018

Part 1:- How to Create OTBI Reports.OTBI reports tutorial

How to Create OTBI Reports. OTBI reports tutorial


In this post , we will discuss How to Create OTBI Reports in Oracle Fusion. OTBI is real time self-service bases reporting tool given in Oracle fusion. you can do more others things in this toll except reports. You can design graphical reports. you can create dashboards. You can create Business MIS reports with out writing any codes. The reason is because Oracle fusion has already given you pre-build subject areas/View to fetch the data from different -different modules in Oracle Fusion. You just to design the layout and do some final calculation for its final output.

This post is in two parts.

Part1 :- https://rpforacle.blogspot.com/2018/02/how-to-create-otbi-reports-otbi-reports-tutorial.html
Part2:- https://rpforacle.blogspot.com/2018/02/part2-otbi-reports-in-oracle-fusion-how-to-create-otbi-report-in-oracle-fusion.html

Complete Tax Setups in Oracle Fusion

 How to Create OTBI Reports in Oracle Fusion

Step1:-

Go to Oracle fusion Application and Then go to Navigator. Select Report and analytics.
How to Create OTBI Reports.OTBI reports tutorial
 

Step2:-

This below will appear after the Reports and Analytics as below.
How to Create OTBI Reports.OTBI reports tutorial
 

My Folders

 
 My Folders' is your own folder. It means it is specific to each user. when you will create your report under this folder then no one in the application can see and access these reports because these are saved and created under your My folder. so this is totally yours personal Development.

 

Shared Folders

Shared Folders is your Application common Folder. It means it is shared across users of the application as per the roles. Shared folders has many Sub-folders related to the Work related and Module Related.
 
 

Step3:-

Click on browse Catalog as below.
oracle fusion transactional business intelligence for financials
 

Step4:-

Now click on the Home Icon as below and this will navigate to Home Screen.
oracle fusion transactional business intelligence for financials
 
 

Step5:-

Now click on Analysis as below.
otbi training
 
 
Step6:-
In this example I am going to Create Analysis on Payables AP invoice data for that I will select Payables Invoices Subject Area.
 
oracle otbi documentation
 

Step7:-

This is the Development window of OTBI reports.

Selected columns:

'Selected columns' represents Columns which you want to include in your Report output.
 

Filters:

Filters represents where conditions in this OTBI report.
 
You will drop the Columns from the subject areas in the left side.
 
You can see in the left side subject area and the sub folders. Each subfolders has information related to AP invoices. Like Accounting folder have accounting information. Invoice Details folder has Invoice number , invoice description kind of information.
 
oracle otbi documentation
 
 
 
How to Create OTBI Reports in Oracle Fusion.oracle otbi documentation
 
 
Step8:- I have Drag Invoice Number and Invoice Amount from Subject area to the Selected Columns as below.
Then these are two columns will come in this report output.
How to Create OTBI Reports in Oracle Fusion.oracle otbi documentation
 
 

 Step9:- If you want to change the name of columns you can do by that way. click on the column Circle.
How to Create OTBI Reports in Oracle Fusion

Now we will create Filters in the OTBI reports.
 
Rest of the steps is in Second Post as below
 
 


 

How to Create OTBI Reports in Oracle Fusion



5 comments:

shaik shah said...

Good Blog Thanks for Sharing This informative article. It would be helpful to all
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yamuna said...

Nice Article, Thanks For Sharing This Information.
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Avinash said...

Thanks for sharing this, this was so quick and easy to understand.

Unknown said...

Thank you very much for sharing this information,Ones again thank you my dear

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