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(25B) Oracle Fusion Cloud HCM: Foundations of OTBI

About This Course

This Oracle Fusion Cloud HCM: Foundations of OTBI training is designed to set you and your team on the right track for quality reporting. New OTBI users learn how to create, modify, enhance, and share analyses, visual aids, and dashboards.

2 Days

10 Lectures

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Course Content

OTBI Overview

  • Objectives
  • What is OTBI?
  • Reporting Tools Overview
  • Rethinking Transactional Reporting
  • Examining OTBI
  • Reviewing the Architecture
  • Extending OTBI
  • Reviewing the Reporting Toolsets
  • Exploring the Report Sharing Center
  • Conceptualizing Tree Hierarchy Reporting
  • Summary

Security Access with OTBI

  • Objectives
  • Examining Role-Based Access Control
  • Role-Based Access Example
  • Examining Security Reference Implementation
  • Working with Security Integration
  • Summary

Getting Started with Reporting and Analytics

  • Objectives
  • Reporting and Analytics Overview
  • Analyses, Dashboards, and Reports
  • Exploring Home
  • Exploring the Catalog
  • Specifying Preferences
  • Examining Sample Analyses
  • Summary
  • Practice

Scoping Analyses

  • Objectives
  • Exploring Analysis Design
  • Putting It All Together
  • Examining Distribution
  • Determining How Analysis are Distributed
  • Summary

Examining Subject Areas

  • Objectives
  • What are Subject Areas?
  • Exploring Subject Areas
  • Examining Prepackaged Subject Areas
  • Structure of Prepackaged Subject Areas
  • What are Dimension Folders?
  • Exploring Dimensions
  • What are Fact Folders?
  • Examining HCM Subject Areas
  • Reviewing Salary Details Real Time
  • Reviewing Payroll Run Results Real Time
  • Reviewing Goal Alignments Real Time
  • Reviewing Absence Real Time
  • Reviewing Performance Rating Real Time
  • Summary

Constructing Custom Analyses

  • Objectives
  • Examining Custom Analysis Building Strategies
  • Investigating the Process Driving Custom Analyses
  • Creating Custom Analyses
  • Modifying Custom Analyses
  • Fine-tuning Performance
  • Saving Basic Custom Analyses
  • Troubleshooting Analysis Creation
  • Summary
  • Practices

Using Filters

  • Objectives
  • What are Conditions?
  • Data Types for Defining Conditions
  • What are Filters?
  • Creating Filters
  • Conceptualizing Filter Components
  • Analyzing Shared Filters
  • Using Saved Analyses as Filters
  • Fine-tuning Performance
  • Summary
  • Practices
  • 8 Adding Selection Steps
  • Objectives
  • Working with Selection Steps
  • Comparing Selection Steps with Filters
  • Filtering via Selection Steps Based on Conditions
  • Selection Steps Based on Exceptions
  • Selection Steps Based on Match
  • Summary
  • Practices
  • 9 Organizing Data Within Analyses
  • Objectives
  • What are Table Prompts?
  • What are Sections?
  • Sections and Table Prompts Example
  • What are Groups?
  • How to Create Groups?
  • What are Calculated Items?
  • How to Create Calculated Items?
  • Summary
  • Practices
  • 10 Organizing Analyses
  • Objectives
  • Conceptualizing the Report Web Catalog
  • Working with the Create Drop-Down Menu
  • Examining More Actions on Analyses
  • Printing and Exporting Analyses
  • Summary
  • Practices

Using Scheduling Agents

  • Objectives
  • Exploring Scheduling Agents
  • Running Agents
  • Listing Agents
  • Creating Agents with Conditions
  • What are Actions?
  • Examining Actions
  • Managing Agent Alerts
  • Summary
  • Practices
  • 12 Incorporating Visual Aides into Analyses
  • Objectives
  • What are Compound Layout Panes?
  • What are Views?
  • How Can I Apply Formatting to Views?
  • Modifying Analyses and Views
  • What is Conditional Formatting?
  • Examining Conditional Formatting
  • Summary
  • Practices

Scoping and Building Dashboards

  • Objectives
  • What are Dashboards?
  • Why Use Dashboards?
  • Who Creates and Edits Dashboards?
  • What is the Dashboard Builder?
  • Examining Dashboard Content
  • Scoping Dashboards
  • Creating New Dashboards
  • Adding Content to Dashboards
  • Configuring Dashboard Format and Content
  • What are Dashboard Prompts?
  • Configuring Dashboard Preferences from My Account
  • Summary
  • Practices

Creating Briefing Books

  • Objectives
  • Editing Briefing Books
  • Downloading and Viewing Briefing Books
  • Adding Briefing Books to Dashboards
  • Summary

Information Resources

  • Information Resources
  • Oracle Help Center
  • My Oracle Support
  • Oracle Cloud Customer Connect
  • Oracle University
  • Oracle Partner Community

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