Part2 OTBI Reports in Oracle Fusion.How to Create OTBI Reports in Oracle Fusion

OTBI Reports in Oracle Fusion. How to Create OTBI Reports in Oracle Fusion

This is the second post of OTBI Reports in Oracle Fusion. How to Create OTBI Reports in Oracle Fusion. In this first post , I have shared you all the steps to create OTBI reports and now in this post we will start from create filters and where condition in OTBI reports.

 

I will recommend to go to the first post , If you want to start this second post.

 

Part1 :- https://rpforacle.blogspot.in/2018/02/how-to-create-otbi-reports-in-fusion.html

 

How to Create OTBI Reports in Oracle Fusion.OTBI user guide

Step10:-

Creating Filters in OTBI report

 

Click on below icon under filters tab as below.

 

 

 

 

 Step11:-

Oracle otbi documentation

 

Click on Filters and More columns as below.

Step12:-

Oracle OTBI documentation

 

 You can put filters on any columns as per the columns available in the Payables Invoice subject area sub-folder. In this example I will put where condition on Business unit. So I will choose Business unit sub-folder as below.

 

 

 

Step13:-

OTBI reports in oracle fusion

 

Now select the values as it will show you all the distinct value available in the data base for this column.

 

Now you can see below OTBI reports filters as below.

 

 

 

Step14:- Suppose , you want to show only top 10 invoices in your OTBI reports for this how you put condition in this OTBI report.

For that you have to click on Filters again , when you will click on filters first you will always see the columns of your OTBI reports , so now you want to see top 10 invoices amount do in this filter you will select Invoice amount column.

 

Step15:- Select below condition for your Invoice Amount column.

 

 

Step16:- Now your OTBI Reports filters will be two as below.

 

 

Step17:- Now click on Results tab to see the output.

 

 

 

 

 

 

 

OTBI Reports in Oracle Fusion. How to Create OTBI Reports in Oracle Fusion

How to create OTBI Reports.OTBI REPORTS IN ORACLE FUSION

How to create OTBI Reports. OTBI REPORTS IN ORACLE FUSION

OTBI is a new reporting feature in Oracle Fusion. OTBI is a Oracle Transactional Business Intelligence reporting tool. Its provide you real time and Self-service reporting solution in Fusion. Self-Service means that , business users can design their own reports based on their needs. OTBI in oracle fusion gives business solution to create real time analyses that support decision-makings. In OTBI , fusion has already given the predefined views which fetch different -different data from Oracle Applications. Users just need to select the appropriate view/Subject area on which they wants to Design the OTBI reports.

Business users with appropriate roles can use Oracle Fusion Transactional Business Intelligence to create analyses that support decision-making. Business users can perform current-state analysis of their business applications using a variety of tools. These include Oracle Business Intelligence Enterprise Edition (Oracle BI EE) as the standard query and reporting tool, Oracle Business Intelligence Answers (Oracle BI Answers), and Oracle Business Intelligence Dashboard end-user tools.

I have already explained the OTBI Subject folder and My Folder in Details in my last post. You can refer these posts to get those details from Folder in OTBI.

 

OTBI REPORTS IN ORACLE FUSION DETAIL DECRIPTION

 

OTBI Reports Security:-

In this , we will discuss how we can implement security in OTBI reports which will prevent to run and create reports in Oracle fusion , as per the rights and responsibility of the business users. It means we can control the subject areas/views of OTBI and also the OTBI reports as per the responsibility levels and roles level in Fusion. We will discuss in details these security details.

Subject Area:-

 Subject areas are functionally secured using duty roles. The names of duty roles that grant access to subject areas include the words Transaction Analysis Duty (for example, Workforce Transaction Analysis Duty).

OTBI REPORTS IN ORACLE FUSION

This table identifies the subject areas that predefined HCM job roles can access.

Job Role	Subject Areas
Payroll Manager	All Payroll

Business Intelligence Catalog Folders:-

Business Intelligence Catalog Folders secured like the same as like Subject areas. One can access these folders as per their duty roles.

A user who inherits the Payroll Manager Duty can access both the All Payroll folder in the Business Intelligence Catalog and the All Payroll  subject areas.

Business Intelligence Reports

Analyses are secured based on the folders in which they're stored. If you haven't secured Business Intelligence reports using the report privileges, then they're secured at the folder level by default. You can set permissions against folders and reports for Application Roles, Catalog Groups, or Users.
You can set permissions to:

• Read, Execute, Write, or Delete
• Change Permissions
• Set Ownership
• Run Publisher Report
• Schedule Publisher Report
• View Publisher Output

I have discussed Reports security in Details in my recent Post Security in OTBI

OTBI REPORTS IN ORACLE FUSION