Course Overview
Agenda
Introductions
Goals and Objectives
Description of Methodology
Description of Materials
Description of Hands-On Activities
Getting Started with HCM Cloud Reporting with OTBI
Providing an Overview of Oracle Transactional Business Intelligence (OTBI)
Reviewing the Five Types of Roles in Oracle Application Security
Examining OTBI Separation of Functional Privileges by Job Role
Accessing OTBI
Cofiguring Preferences
Navigating the Application
Running Standard Analyses
Scoping Analyses
Examining Analysis Design
Assigning Titles and Purposes to Analyses
Reviewing Distribution
Examining Subject Areas
Understanding Tree Hierarchy Reporting
Examining Prepackaged Subject Areas
Reviewing the Structure of Prepackaged Subject Areas
Looking at Dimension Folders
Looking at Fact Folders
Constructing Custom Analyses
Examining the Process Driving Custom Analyses
Determining Custom Analysis Content
Creating Basic Custom Analyses
Creating Basic Custom Analyses
Creating Basic Custom Analyses
Saving Basic Custom Analyses
Using Filters
Examining Filters
Building Filters
Reviewing Filter Components
Examining Shared Filters
Using Saved Analyses As Filters
Adding Selection Steps
Comparing Selection Steps with Filters
Examining Selection Steps
Working with Selection Steps
Filtering via Selection Steps Based on Conditions
Using Selection Steps Based on Conditions: Exceptions
Using Selection Steps Based on Conditions: Top/Bottom (Ranking)
Using Selection Steps Based on Conditions: Match
Organizing Data within Analyses
Examining Table Prompts
Examining Sections
Working with Sections and Table Prompts
Examining Groups
Working with Groups
Examining Calculated Items
Working with Calculated Items
Organizing Analyses within OTBI
Exploring the BI Catalog
Reviewing the OTBI Report Web Catalog
Working with the New Drop-Down Menu
Searching the BI Catalog
Examining More Actions on Analyses
Printing and Exporting Analyses
Using Scheduling Agents
Examining Scheduling Agents
Running Agents
Listing Agents
Creating Agents with Conditions
Examining Actions
Managing Agent Alerts
Working with OTBI Visual Aides: Incorporating Visual Aides into Analyses
Examining Compound Layout Panes
Specifying Table/View Properties
Examining View Types
Examining View Editors
Applying Conditional Formatting
Working with OTBI Visual Aides: Understanding Advanced Analysis Views
Examining Trellis Views
Examining Advanced Visual Aids
Understanding Advanced Analysis Views
Examining Legend, Narrative, Ticker, Logical SQL and View Selector Views
Managing Analysis Content: Using Analysis Tools
Setting Analysis Properties
Working with Column Selectors
Adding Column Selectors to Analyses
Managing Analysis Content: Restructuring Data
Creating Master-Detail Channels
Defining the Master View
Defining the Detail View
Looking at the Master-Detail View in Action
Creating Key Performance Indicators
Understanding Key Performance Indicators
Using KPIs in OTBI
Examining KPI Terms
Building Calculations for KPIs
Building KPIs
Scoping Dashboards
Examining Dashboards
Reviewing Dashboard Content
Scoping Dashboards
Building Dashboards
Creating New Dashboards
Adding Content to Dashboards
Editing and Configuring Dashboard Format and Content
Examining Dashboard Prompts
Using the Tools Toolbar
Configuring Dashboard Preferences from My Account
Creating Briefing Books
Examining Briefing Books
Turning OBI Content into Briefing Books
Editing Briefing Books
Downloading and Viewing Briefing Books
Adding Briefing Books to Dashboards
Using Briefing Books with Agents
Course Summary
Reviewing Course Objectives
Exploring Other OTBI Functions
Description:
This Oracle HCM Cloud: Reporting and Analytics training teaches you how to use Oracle Transactional Business
Intelligence to create and share HCM analytics and reports. Expert Oracle University instructors help you gain hands-on
experience with the reporting functionality used to manage reporting and analytics in Oracle HCM Cloud.
Learn To:
Define the scope of an analysis.
Create, modify, enhance, and share analyses and dashboards.
Incorporate visual aids into analyses.
Manage analysis content and restructure data.
Create briefing books.
Benefits to You
Oracle Transactional Business Intelligence is a reporting solution with many benefits. This course will help you discover
how to use the solution's functionality in order to stay flexible and proficient when addressing your business intelligence
needs.
Please Note
This course is relevant for any customers using Fusion Applications through Release 11.1.11. It's appropriate for both
Oracle Cloud and on-premises deployments.
