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Ad-hoc Reporting with OTBI – No more pain or wasted time!

Learn how to create ad-hoc reports using Oracle Transactional Business Intelligence (OTBI) without any hassle or time wastage. Get real-time insights with flexible outputs.

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Ad-hoc Reporting with OTBI – No more pain or wasted time!

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  1. 10848 Ad-hoc reporting with OTBI – No more pain or wasted time. April 10, 2019 Girish Kotecha Consultant, AST Corporation Room No. CC 3RD FL 301A

  2. Applications Software Technology 24 Years of Experience Straight Talk Real Results Focus on 12 Industries Oracle Industry Specializations Six Time Oracle Excellence Award Winner Strong Oracle Partnership 400+ Cloud-CertifiedEmployees Global Presence Pillar Partner Go-To Partner Cloud Marketplace Off-shore Delivery24x7 Support Autonomous Cloud Tester 30+ Specializations/CEI Oracle UniversityPartner • Cloud ERP • Cloud HCM • Cloud SCM • CPQ • Database • Cloud EPM • Analytics • PaaS • IDM • WebCenter Automated testing solution

  3. Agenda • Overview of OTBI • BI Composer • BI Answers • Infolets • Q & A

  4. Oracle Cloud Reporting Overview

  5. Oracle Transactional Business Intelligence • OTBI is used to build reports : - Having Transactional Data – like invoices, payments, receipts etc. - For Ad hoc reports. - For Dashboards and Infolets - For charts and graph outputs - Flexible outputs

  6. Oracle Transactional Business Intelligence • Subject Areas • Analysis • Dashboards • Infolets

  7. Oracle Transactional Business Intelligence

  8. Oracle Transactional Business Intelligence

  9. Oracle Transactional Business Intelligence Pre-defined Transactional BI Subject Areas:

  10. Oracle Transactional Business Intelligence OTBI reports can be build using : • BI Composer – Simple straight forward UI, walks you through the steps to create report • BI Answers – Robust functionality for more advanced users.

  11. Oracle Transactional Business Intelligence BI Composer:

  12. Oracle Transactional Business Intelligence BI Answers:

  13. Oracle Transactional Business Intelligence BI Answers:

  14. Title Dashboards:

  15. Title Infolets:

  16. BI Composer

  17. BI Composer: • Navigate to Home > Tools > Reports and Analytics

  18. BI Composer: • Navigate to Home > Tools > Reports and Analytics

  19. BI Composer: • Navigate to Home > Tools > Reports and Analytics

  20. BI Composer: • Navigate to Home • Expand the folders and choose the field(s) • These fields will be displayed as columns • Data Fields can be chosen from different folders • Choose the following fields (Double click the field or drag and drop to the “Selected Columns” section) • Transaction Details > General Information > Transaction Number • Invoice Details > General Information > Transaction Date • Transaction Amounts> Transaction Entered Amount • Bill-to Customer > Bill-to Customer Details > Bill-to Customer Name • Bill-to Customer > Bill-to Customer Details> Bill-to Customer Number

  21. BI Composer: • Select Columns - Select data fields and click next

  22. BI Composer: • Select View- Select View, enter the title and select table or graph view and click next.

  23. BI Composer: • Sort and Filter - Select the field to sort and set filters.

  24. BI Composer: • Highlight - Enter the threshold values and click next

  25. BI Composer: • Save – Save the analysis to My Folder or Shared Folder

  26. BI AnSWERS

  27. BI Answers: • Navigate to Home > Tools > Reports and Analytics

  28. BI Answers: • Click on Book/Catalog Icon.

  29. BI Answers: • Creating new Analysis - Click on New > Analysis

  30. BI Answers: • Select Subject Area - Close Real Time Subject Areas only.

  31. BI Answers: • Select one or more data fields

  32. BI Answers: • Select one or more data fields

  33. BI Composer: • Select data Fields • Expand the folders and choose the field(s) • These fields will be displayed as columns • Data Fields can be chosen from different folders • Choose the following fields (Double click the field or drag and drop to the “Selected Columns” section) • Transaction Details > General Information > Transaction Number • Invoice Details > General Information > Transaction Date • Transaction Amounts> Transaction Entered Amount • Bill-to Customer > Bill-to Customer Details > Bill-to Customer Name • Bill-to Customer > Bill-to Customer Details> Bill-to Customer Number

  34. BI Answers: • Select Data Fields

  35. BI Answers: Add filters

  36. BI Answers: • Enter the operator and Value to set fileters.

  37. BI Answers: • Filters and Conditions

  38. BI Answers: • Click on the Results tab

  39. BI Answers: • Re-order Columns – On the “Results” tab, click on the “Transaction Date” column and drag and place it after the “Transaction Source” column.

  40. BI Answers: • Formatting Options

  41. BI Answers: • Column properties : Custom Headings

  42. BI Answers: • Sorting Date

  43. BI Answers: • Sorting multiple columns

  44. BI Answers: • Supress/Un-suppress a data field.

  45. BI Answers: • Suppress/Un-Suppress a Data Field

  46. BI Answers: • Suppress/Un-Suppress a Data Field

  47. BI Answers: • Click on “Results” tab to see the data output • Invoice Date is repeated

  48. BI Answers: • Prompts/User Input

  49. BI Answers: • Select the column for prompt

  50. BI Answers: • Set the prompt properties

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